Nonprofit · EIN 04-6557011
JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST
Tax-exempt · ANDOVER, MA 01810
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $20,846 | $21,945 | -$1,099 | $158,685 | $0 | $158,685 |
| September 30, 2024 | 990-PF | $37,697 | $23,882 | $13,815 | $159,784 | $0 | $159,784 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $17,496
- Net gain from sales of assets
- $3,350
Expenses
- Grants and similar amounts paid
- $18,825
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $18,825
- Excise tax on investment income
- $246
Balance sheet and other
- Total assets, start of year
- $159,784
- Total assets, end of year
- $158,685
- Total liabilities, end of year
- $0
- Net assets, end of year
- $158,685
- Fair market value of assets
- $404,534
- Qualifying distributions
- $18,825
- Net investment income
- $20,846
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES K OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| KAREN OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| KENNETH OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| ROBERT OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| JILL OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES K OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| KAREN OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| KENNETH OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| ROBERT OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| JILL OPPENHEIM 9 ALONESOS WAY, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9 ALONESOS WAY, ANDOVER, MA 01810-4601
- In care of
- % JAMES K OPPENHEIM TTEE
- Signed the 990-PF
- JAMES OPPENHEIM, TRUSTEE
- Phone
- (978) 828-5252
- Return prepared by
- KIRK & MCDONALD CPAS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6557011
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1987
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $158,685
- Income (IRS master file)
- $63,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $20,846 | $21,945 | $158,685 | XML |
| 990-PF | September 2024 | $37,697 | $23,882 | $159,784 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6557011).
Questions about JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST
- What is the EIN of JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST?
- The employer identification number (EIN) of JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST is 04-6557011.
- Is JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JAMES K OPPENHEIM FAMILY FOUNDATIO N TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $20,846, expenses of $21,945 and total assets of $158,685 at year end.
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