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Eric Oppenheimer Family Foundation

  • Agoura Hills, CA
  • Tax-exempt since Sept. 2017
  • EIN: 46-1289389

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 / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$112k (2024)

Expenses
$288k (2024)

Total Assets
$3.67M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2015 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,756
Expenses
$288,278
Net Income
-$176,522
Net Assets
$3,671,052
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $113,929
> 100%
Sales of Assets -$2,173
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $204,025
70.8%
Compensation of Officers* $91,406
31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,671,052
Total Liabilities $0
Net Assets $3,671,052
Compensation
Key Employees and Officers Compensation Other
Eric Oppenheimer (President/Treasurer) $25,000 $6,888
Lisa Oppenheimer (Vice President/Secretary) $25,000 $11,261
Jan Brooks (Director (Until 09/2024)) $3,500 $0
Emily Oppenheimer (Director) $3,500 $0
Ben Oppenheimer (Director) $3,500 $12,757
Tracey Boldemann Tatkin (Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on June 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$100,465
Expenses
$297,899
Net Income
-$197,434
Net Assets
$3,847,574
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,910
> 100%
Sales of Assets -$6,445
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $218,524
73.4%
Compensation of Officers* $106,469
35.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,847,574
Total Liabilities $0
Net Assets $3,847,574
Compensation
Key Employees and Officers Compensation Other
Eric Oppenheimer (President/Treasurer) $25,000 $13,156
Lisa Oppenheimer (Vice President/Secretary) $25,000 $14,682
Jan Brooks (Director) $3,500 $0
Emily Oppenheimer (Director) $3,500 $9,300
Ben Oppenheimer (Director) $3,500 $8,830
Tracey Boldemann Tatkin (Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,215
Expenses
$246,424
Net Income
-$181,209
Net Assets
$4,045,008
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $86,216
> 100%
Sales of Assets -$21,001
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,949
66.1%
Compensation of Officers* $91,181
37.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,045,008
Total Liabilities $0
Net Assets $4,045,008
Compensation
Key Employees and Officers Compensation Other
Eric Oppenheimer (President/Treasurer) $25,000 $8,843
Lisa Oppenheimer (Vice President/Secretary) $25,000 $9,121
Jan Brooks (Director) $3,500 $0
Emily Oppenheimer (Director) $3,500 $7,873
Ben Oppenheimer (Director) $3,500 $4,844
Tracey Boldemann Tatkin (Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$231,703
Expenses
$259,439
Net Income
-$27,736
Net Assets
$4,226,217
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $85,719
37.0%
Sales of Assets $145,984
63.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $186,482
71.9%
Compensation of Officers* $96,520
37.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,226,217
Total Liabilities $0
Net Assets $4,226,217
Compensation
Key Employees and Officers Compensation Other
Eric Oppenheimer (President/Treasurer) $25,000 $11,339
Lisa Oppenheimer (Vice President/Secretary) $25,000 $17,149
Jan Brooks (Director) $3,500 $0
Emily Oppenheimer (Director) $3,500 $0
Ben Oppenheimer (Director) $3,500 $7,533
Tracey Boldemann Tatkin (Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on Sept. 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$78,539
Expenses
$396,218
Net Income
-$317,679
Net Assets
$4,246,530
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $75,702
96.4%
Sales of Assets $2,837
3.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $309,740
78.2%
Compensation of Officers* $171,891
43.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,246,531
Total Liabilities $1
Net Assets $4,246,530
Compensation
Key Employees and Officers Compensation Other
Eric Oppenheimer (President/Treasurer) $50,000 $42,473
Lisa Oppenheimer (Vice President/Assistant S) $50,000 $8,262
Jan Brooks (Director) $3,500 $0
Emily Oppenheimer (Director) $3,500 $3,734
Ben Oppenheimer (Director) $3,500 $6,922
Tracey Boldemann Tatkin (Secretary) $0 $0
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Document Links

990-PF
Filed on Nov. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$809,198
Expenses
$406,413
Net Income
$402,785
Net Assets
$4,564,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $83,810
10.4%
Sales of Assets $725,388
89.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $315,240
77.6%
Compensation of Officers* $171,332
42.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,564,210
Total Liabilities $1
Net Assets $4,564,209
Compensation
Key Employees and Officers Compensation Other
Eric Oppenheimer (President/Treasurer) $50,000 $42,466
Lisa Oppenheimer (Vice President/Assistant S) $50,000 $4,256
Jan Brooks (Director) $3,500 $0
Emily Oppenheimer (Director) $3,500 $5,870
Ben Oppenheimer (Director) $3,500 $0
Tracey Boldemann Tatkin (Secretary) $0 $8,240
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990-PF
Filed on July 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$344,836
Expenses
$294,005
Net Income
$50,831
Net Assets
$4,161,425
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $128,080
37.1%
Sales of Assets $216,756
62.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,993
76.9%
Compensation of Officers* $94,832
32.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,161,425
Total Liabilities $0
Net Assets $4,161,425
Compensation
Key Employees and Officers Compensation Other
Eric Oppenheimer (President/Treasurer) $27,500 $44,210
Jan Brooks (Director) $3,500 $0
Emily Oppenheimer (Director) $3,500 $0
Ben Oppenheimer (Director) $3,500 $0
Lisa Oppenheimer (Vice President/Assistant S) $0 $4,256
Tracey Boldemann Tatkin (Secretary) $0 $8,366
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990-PF
Filed on July 26, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$166,185
Expenses
$155,531
Net Income
$10,654
Net Assets
$4,110,594
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $128,848
77.5%
Sales of Assets $23,999
14.4%
Other Income $13,338
8.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,103
59.9%
Compensation of Officers* $73,226
47.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,110,594
Total Liabilities $0
Net Assets $4,110,594
Compensation
Key Employees and Officers Compensation Other
Eric Oppenheimer (President/Treasurer) $25,000 $43,969
Lisa Oppenheimer (Vice President/Assistant S) $0 $4,257
Tracey Boldemann Tatkin (Secretary) $0 $0
Jan Brooks (Director) $0 $0
Emily Oppenheimer (Director) $0 $0
Ben Oppenheimer (Director) $0 $0
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990-PF
Filed on July 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$190,007
Expenses
$154,927
Net Income
$35,080
Net Assets
$4,323,617
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $101,235
53.3%
Sales of Assets $88,772
46.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,032
66.5%
Compensation of Officers* $58,830
38.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,323,617
Total Liabilities $0
Net Assets $4,323,617

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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 »

Get the Data

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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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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