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Nonprofit · EIN 13-6158857

OPPENHEIM FAMILY FUND INC

Also known as OPPENHEIM PAULA K TTEE

Tax-exempt · NEW YORK, NY 10036

Financials

−$1.1M$731K2022$116K$805K2023$427K$822K2024
Revenue Expenses · by fiscal year end
Financials of OPPENHEIM FAMILY FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$426,798$821,641-$394,843$9,859,077$0$9,859,077
August 31, 2024990-PF$116,384$804,934-$688,550$10,255,807$0$10,255,807
August 31, 2023990-PF-$1,083,003$730,555-$1,813,558$10,947,194$0$10,947,194
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$182,997
Interest
$7,736
Net gain from sales of assets
$236,058
Other income
$7

Expenses

Grants and similar amounts paid
$667,575
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$680,213
Excise tax on investment income
$3,967

Balance sheet and other

Total assets, start of year
$10,255,807
Total assets, end of year
$9,859,077
Total liabilities, end of year
$0
Net assets, end of year
$9,859,077
Fair market value of assets
$12,829,714
Qualifying distributions
$680,213
Net investment income
$426,792

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM J OPPENHEIM JR
C/O ANCHIN 3 TIMES SQUARE, NEW YORK, NY 10036
TREASURER2$0
PAULA K OPPENHEIM
C/O ANCHIN 3 TIMES SQUARE, NEW YORK, NY 10036
PRESIDENT2$0
LISA OPPENHEIM SCHULTZ
C/O ANCHIN 3 TIMES SQUARE, NEW YORK, NY 10036
SECRETARY2$0
990-PF for the year ended August 31, 2024: 3 people
NameTitleHours / weekCompensation
WILLIAM J OPPENHEIM JR
C/O ANCHIN BLOCK ANCHIN LLP 3 TIMES, SQUARE, NEW YORK, NY 10036
TREASURER2$0
PAULA K OPPENHEIM
C/O ANCHIN BLOCK ANCHIN LLP 3 TIMES, SQUARE, NEW YORK, NY 10036
PRESIDENT2$0
LISA OPPENHEIM SCHULTZ
C/O ANCHIN BLOCK ANCHIN LLP 3 TIMES, SQUARE, NEW YORK, NY 10036
SECRETARY2$0
990-PF for the year ended August 31, 2023: 3 people
NameTitleHours / weekCompensation
WILLIAM J OPPENHEIM JR
C/O ANCHIN BLOCK ANCHIN LLP 3 TIMES, SQUARE, NEW YORK, NY 10036
TREASURER2$0
PAULA K OPPENHEIM
C/O ANCHIN BLOCK ANCHIN LLP 3 TIMES, SQUARE, NEW YORK, NY 10036
PRESIDENT2$0
LISA OPPENHEIM SCHULTZ
C/O ANCHIN BLOCK ANCHIN LLP 3 TIMES, SQUARE, NEW YORK, NY 10036
SECRETARY2$0

Address and contacts

Address (IRS master file)
CO ANCHIN 3 TIMES SQUARE 25TH FL, NEW YORK, NY 10036-0000
In care of
% JAMES FERRARA ANCHIN BLOCK & ANCH
Signed the 990-PF
WILLIAM J OPPENHEIM JR, TREASURER
Phone
(212) 840-3456
Return prepared by
ANCHIN BLOCK & ANCHIN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
13-6158857
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
1962
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$9,859,077
Income (IRS master file)
$6,014,196

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$426,798$821,641$9,859,077XML
990-TAugust 2025–––IRS
990-PFAugust 2024$116,384$804,934$10,255,807XML
990-TAugust 2024–––IRS
990-PFAugust 2023-$1,083,003$730,555$10,947,194XML
990-TAugust 2023–––IRS
990-PFAugust 2022–––IRS
990-TAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-TAugust 2021–––IRS
990-PFAugust 2020–––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 13-6158857).

Questions about OPPENHEIM FAMILY FUND INC

What is the EIN of OPPENHEIM FAMILY FUND INC?
The employer identification number (EIN) of OPPENHEIM FAMILY FUND INC is 13-6158857.
Is OPPENHEIM FAMILY FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to OPPENHEIM FAMILY FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OPPENHEIM FAMILY FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of OPPENHEIM FAMILY FUND INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OPPENHEIM FAMILY FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of OPPENHEIM FAMILY FUND INC?
The 990-PF for the year ended August 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does OPPENHEIM FAMILY FUND INC have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $426,798, expenses of $821,641 and total assets of $9,859,077 at year end.

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