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Anna Oschwald Tr

Oppenheim Stephen Co Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$503k (2023)

Expenses
$541k (2023)

Total Assets
$7.17M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$503,119
Expenses
$541,212
Net Income
-$38,093
Net Assets
$7,166,252
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $265,178
52.7%
Sales of Assets $235,782
46.9%
Other Income $2,159
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $436,649
80.7%
Compensation of Officers* $104,551
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,166,252
Total Liabilities $0
Net Assets $7,166,252
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $87,126 $0
Stephen J Oppenheim (Co Trustee) $17,425 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$391,252
Expenses
$624,149
Net Income
-$232,897
Net Assets
$7,214,313
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $317,822
81.2%
Sales of Assets $73,430
18.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $514,967
82.5%
Compensation of Officers* $110,104
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,214,313
Total Liabilities $0
Net Assets $7,214,313
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $91,753 $0
Stephen J Oppenheim (Co Trustee) $18,351 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$930,513
Expenses
$514,094
Net Income
$416,419
Net Assets
$7,446,091
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $223,446
24.0%
Sales of Assets $707,067
76.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $418,882
81.5%
Compensation of Officers* $119,113
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,446,091
Total Liabilities $0
Net Assets $7,446,091
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $99,261 $0
Stephen J Oppenheim (Co Trustee) $19,852 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$346,781
Expenses
$500,359
Net Income
-$153,578
Net Assets
$7,028,618
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $238,947
68.9%
Sales of Assets $107,834
31.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $415,166
83.0%
Compensation of Officers* $103,278
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,028,619
Total Liabilities $1
Net Assets $7,028,618
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $86,065 $0
Stephen J Oppenheim (Co Trustee) $17,213 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$408,576
Expenses
$508,770
Net Income
-$100,194
Net Assets
$7,184,636
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $199,327
48.8%
Sales of Assets $209,249
51.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $401,198
78.9%
Compensation of Officers* $101,405
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,184,637
Total Liabilities $1
Net Assets $7,184,636
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $84,504 $0
Stephen J Oppenheim (Co Trustee) $16,901 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$485,899
Expenses
$400,700
Net Income
$85,199
Net Assets
$7,287,079
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $181,232
37.3%
Sales of Assets $304,667
62.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $314,637
78.5%
Compensation of Officers* $102,562
25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,287,079
Total Liabilities $0
Net Assets $7,287,079
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $85,468 $0
Stephen J Oppenheim (Co Trustee) $17,094 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$451,397
Expenses
$529,607
Net Income
-$78,210
Net Assets
$7,421,881
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $181,351
40.2%
Sales of Assets $270,046
59.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $449,914
85.0%
Compensation of Officers* $100,246
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,421,881
Total Liabilities $0
Net Assets $7,421,881

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$549,905
Expenses
$471,746
Net Income
$78,159
Net Assets
$7,483,626
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $236,536
43.0%
Sales of Assets $313,369
57.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $379,818
80.5%
Compensation of Officers* $103,884
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,483,626
Total Liabilities $0
Net Assets $7,483,626

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$492,449
Expenses
$382,284
Net Income
$110,165
Net Assets
$7,377,632
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $196,926
40.0%
Sales of Assets $295,523
60.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $300,051
78.5%
Compensation of Officers* $100,985
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,377,632
Total Liabilities $0
Net Assets $7,377,632

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$354,274
Expenses
$356,128
Net Income
-$1,854
Net Assets
$7,212,988
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $209,779
59.2%
Sales of Assets $144,481
40.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $279,013
78.3%
Compensation of Officers* $106,784
30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,212,989
Total Liabilities $1
Net Assets $7,212,988

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$415,935
Expenses
$340,992
Net Income
$74,943
Net Assets
$7,280,946
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $83
0.0%
Dividends $262,879
63.2%
Sales of Assets $152,973
36.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $290,608
85.2%
Compensation of Officers* $84,055
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,280,947
Total Liabilities $1
Net Assets $7,280,946

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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