Penn Oberlander Family Foundation Inc

Private foundation · Grantmaker Old Greenwich, CT EIN: 20-3858920

Penn Oberlander Family Foundation Inc is a private foundation based in Old Greenwich, Connecticut. It made 29 grants totaling $607,385 in 2025 to charitable organizations, including universities, mathematics organizations, and community nonprofits.

Key facts about Penn Oberlander Family Foundation Inc

In short: Penn Oberlander Family Foundation Inc gave $607K across 29 grants in 2025 (avg $21K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
20-3858920
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$607,385
Grants made (2025)
29
Average grant
$20,944
Median grant
$2,500
Total assets
$3,758,992
Primary geography
New York (75% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.8M

+15.4% YoY

Annual Giving

$607K

+73.0% YoY

Grant Count

29

-12.1% YoY

Avg Grant Size

$21K

+96.9% YoY

Under IRS private-foundation payout rules, Penn Oberlander Family Foundation Inc reported a distributable amount of $164K for 2025 — the minimum it must pay out in qualifying distributions.

How Penn Oberlander Family Foundation Inc gives

  • 90% of 2025 grantees were also funded in 2024. Method
  • Giving grew 52% from 2022 to 2025. Method
  • In 2025 it paid out 372% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grantees illustrate the range of organizations it supported. The Mathematical Association of America says its mission is to advance understanding of mathematics and its impact on the world; the National Museum of Mathematics says it works to enhance public understanding and perception of mathematics. Fund for the Aged says it empowers older adults to enhance purpose and well-being through health care services, while the Bruce Museum says it engages audiences through art and science.

Grantmaking

In 2025, the foundation made 29 grants totaling $607,385. Grants ranged from $250 to $359,144, with a median grant of $2,500. The largest grants were $359,144 to Cornell University, $75,039 to the Mathematical Association of America, and $41,237 to Robin Hood. Other notable grants included $20,076 to UW Foundation, $20,000 to the National Museum of Mathematics, and $18,000 to Fund for the Aged.

How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

In 2025, recipients in New York received 75% of grant dollars, followed by recipients in Washington, DC (12%), Connecticut (8%), Wisconsin (3%), and Illinois (1%).

Grant Distribution by State

9states

Share of 2025 grant dollars across all 29 itemized grants.

Cities

GreenwichNew YorkGreenwhichChicagoIthacaWashingtonAgawamFort CollinsKings PointNew HavenOld GreenwichRiversideFairfieldHartfordMadisonBronxBrooklynCos CobEadsRye

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2020 1 grant2021 1 grant2022 33 grants2023 33 grants2024 29 grants2025

From 2020 to 2025, annual grant giving ranged from $351K (2024) to $607K (2025). In 2025 it made 29 grants totaling $607K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Cornell University: $359KCornell University$359KMathematical Association Of America: $75KMathematical Association OfAmerica$75KRobin Hood: $41KRobin Hood$41KUW Foundation: $20KUW Foundation$20KNational Museum of Mathematics: $20KNational Museum of Mathematics$20KFund For The Aged: $18KFund For The Aged$18KTemple Sholom: $10KTemple Sholom$10KHorizons At Brunswick: $10KHorizons At Brunswick$10KUJA-JCC Greenwich: $10KUJA-JCC Greenwich$10KCentral Synagogue: $7KCentral Synagogue$7K

The largest 2025 recipient was Cornell University ($359K). Together the top 10 received $571K.

Grant Size Distribution

97 grants across all recorded years

89<$50K3$50–100K2$100–250K3$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 89 grants of 97 (92%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cornell University Ithaca, NYPayments for Charity$359,144
Mathematical Association Of America Washington, DCPayments for Charity$75,039
Robin Hood New York, NYPayments for Charity$41,237
UW Foundation Madison, WIPayments for Charity$20,076
National Museum of Mathematics New York, NYPayments for Charity$20,000
Fund For The Aged New York, NYPayments for Charity$18,000
Temple Sholom Greenwich, CTPayments for Charity$10,439
Horizons At Brunswick Greenwich, CTPayments for Charity$10,000
UJA-JCC Greenwich Greenwich, CTPayments for Charity$10,000
Central Synagogue New York, NYPayments for Charity$6,600

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $3,758,992 $988,155 $610,535 $607,385
2024 $3,256,092 $486,006 $371,031 $351,011
2023 $2,779,978 $86,101 $416,607 $415,270
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,758,992$3,256,092$2,779,978
Revenue$988,155$486,006$86,101
Expenses$610,535$371,031$416,607
Qualifying Distributions$608,885$359,931$415,270
Net Investment Income$334,157$74,211$85,864
Distributable Amount$163,869$147,798$142,502

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 18, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 10, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 30, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Laurence Penn as president and Jill Oberlander as secretary.

Penn Oberlander Family Foundation Inc is led by Laurence Penn, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Laurence Penn

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jill Oberlander

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: Ellington Management Group, Old Greenwich, CT 06870
Phone: (203) 698-1200

Frequently asked questions about Penn Oberlander Family Foundation Inc

How much does Penn Oberlander Family Foundation Inc give each year?

Penn Oberlander Family Foundation Inc gave $607K across 29 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $351K across 33 grants.

What is Penn Oberlander Family Foundation Inc's typical grant size?

Penn Oberlander Family Foundation Inc's median grant in 2025 was $2,500, and its average grant was $20,944, across 29 grants on its 2025 IRS Form 990-PF.

Where does Penn Oberlander Family Foundation Inc give grants?

Penn Oberlander Family Foundation Inc gives mostly in New York: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (12%) and Connecticut (8%). The most frequent recipient cities were Greenwich, CT (12 grants), New York, NY (7 grants) and Chicago, IL (2 grants).

Does Penn Oberlander Family Foundation Inc give general operating support?

Not in 2025: none of the 29 grants with a stated purpose on Penn Oberlander Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Payments for Charity" (28 grants).

Who are Penn Oberlander Family Foundation Inc's largest grantees?

Penn Oberlander Family Foundation Inc's largest 2025 grantees include Cornell University ($359,144), Mathematical Association Of America ($75,039) and Robin Hood ($41,237), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.

How large is Penn Oberlander Family Foundation Inc?

Penn Oberlander Family Foundation Inc reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $609K in qualifying distributions that year, against a required minimum of $164K (roughly 5% of its investment assets).

What does Penn Oberlander Family Foundation Inc fund?

No mission statement for the foundation is provided. Its 2025 grantees illustrate the range of organizations it supported. See mission & focus areas ↑

How do I apply for a grant from Penn Oberlander Family Foundation Inc?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Penn Oberlander Family Foundation Inc's EIN?

Penn Oberlander Family Foundation Inc's EIN (Employer Identification Number) is 20-3858920. IRS Form 990 filing data is available on this page for 2020–2025.

Does Penn Oberlander Family Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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