James K Oppenheim Family Foundatio N Trust

  • Andover, MA
  • Tax exemption issued: July 1987
  • EIN: 04-6557011

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.

Donations to this organization are tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,846
Expenses
$21,945
Net Income
-$1,099
Net Assets
$158,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,496
83.9%
Sales of Assets $3,350
16.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,825
85.8%
Compensation of Officers* $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 $158,685
Total Liabilities $0
Net Assets $158,685
Compensation
Key Employees and Officers Compensation Other
James K Oppenheim (Trustee) $0 $0
Karen Oppenheim (Trustee) $0 $0
Kenneth Oppenheim (Trustee) $0 $0
Robert Oppenheim (Trustee) $0 $0
Jill Oppenheim (Trustee) $0 $0
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Document Links

990-PF
Filed on Jan. 15, 2026

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

View Filing
XML

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,697
Expenses
$23,882
Net Income
$13,815
Net Assets
$159,784
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,495
9.3%
Interest Revenue $0
Dividends $15,537
41.2%
Sales of Assets $18,665
49.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,675
94.9%
Compensation of Officers* $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 $159,784
Total Liabilities $0
Net Assets $159,784
Compensation
Key Employees and Officers Compensation Other
James K Oppenheim (Trustee) $0 $0
Karen Oppenheim (Trustee) $0 $0
Kenneth Oppenheim (Trustee) $0 $0
Robert Oppenheim (Trustee) $0 $0
Jill Oppenheim (Trustee) $0 $0
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Document Links

990-PF
Filed on Feb. 13, 2025

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,631
Expenses
$19,352
Net Income
-$721
Net Assets
$145,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,232
12.0%
Interest Revenue $0
Dividends $14,565
78.2%
Sales of Assets $1,834
9.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,300
89.4%
Compensation of Officers* $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 $145,969
Total Liabilities $0
Net Assets $145,969
Compensation
Key Employees and Officers Compensation Other
James K Oppenheim (Trustee) $0 $0
Karen Oppenheim (Trustee) $0 $0
Kenneth Oppenheim (Trustee) $0 $0
Robert Oppenheim (Trustee) $0 $0
Jill Oppenheim (Trustee) $0 $0
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Document Links

990-PF
Filed on Dec. 13, 2023

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,674
Expenses
$15,412
Net Income
-$3,738
Net Assets
$146,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,693
40.2%
Interest Revenue $0
Dividends $13,658
> 100%
Sales of Assets -$6,677
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,820
83.2%
Compensation of Officers* $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 $146,035
Total Liabilities $0
Net Assets $146,035
Compensation
Key Employees and Officers Compensation Other
James K Oppenheim (Trustee) $0 $0
Karen Oppenheim (Trustee) $0 $0
Kenneth Oppenheim (Trustee) $0 $0
Robert Oppenheim (Trustee) $0 $0
Jill Oppenheim (Trustee) $0 $0
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Document Links

990-PF
Filed on Dec. 14, 2022

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,003
Expenses
$15,665
Net Income
$8,338
Net Assets
$149,773
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,327
13.9%
Interest Revenue $0
Dividends $12,772
53.2%
Sales of Assets $7,904
32.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,665
100%
Compensation of Officers* $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 $149,773
Total Liabilities $0
Net Assets $149,773
Compensation
Key Employees and Officers Compensation Other
James K Oppenheim (Trustee) $0 $0
Karen Oppenheim (Trustee) $0 $0
Kenneth Oppenheim (Trustee) $0 $0
Robert Oppenheim (Trustee) $0 $0
Jill Oppenheim (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 15, 2022

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,552
Expenses
$13,813
Net Income
$13,739
Net Assets
$141,435
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,525
45.5%
Sales of Assets $15,027
54.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,635
77.0%
Compensation of Officers* $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 $141,435
Total Liabilities $0
Net Assets $141,435

Document Links

990-PF

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

PDF

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,891
Expenses
$13,786
Net Income
-$1,895
Net Assets
$127,696
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,891
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,652
77.3%
Compensation of Officers* $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 $127,696
Total Liabilities $0
Net Assets $127,696

Document Links

990-PF

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

PDF

Fiscal Year Ending Sept.
2018

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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,959
Expenses
$13,744
Net Income
$1,215
Net Assets
$132,967
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,959
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,727
70.8%
Compensation of Officers* $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 $132,967
Total Liabilities $0
Net Assets $132,967

Document Links

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,748
Expenses
$13,222
Net Income
$1,526
Net Assets
$131,752
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,260
42.4%
Interest Revenue $0
Dividends $8,488
57.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,784
89.1%
Compensation of Officers* $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 $131,752
Total Liabilities $0
Net Assets $131,752

Document Links

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,809
Expenses
$12,486
Net Income
-$3,677
Net Assets
$130,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,378
83.8%
Sales of Assets $1,431
16.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,281
82.3%
Compensation of Officers* $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 $130,226
Total Liabilities $0
Net Assets $130,226

Document Links

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,566
Expenses
$10,943
Net Income
$4,623
Net Assets
$133,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,914
44.4%
Sales of Assets $8,652
55.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,629
78.9%
Compensation of Officers* $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 $133,903
Total Liabilities $0
Net Assets $133,903

Document Links

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$18,051
Expenses
$10,859
Net Income
-$28,910
Net Assets
$129,280
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,332
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,983
64.3%
Compensation of Officers* $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 $129,280
Total Liabilities $0
Net Assets $129,280

Document Links

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

990-PF

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

PDF

Fiscal Year Ending Sept.
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

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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.

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