Nonprofit · EIN 27-6741642
SYLVIA AND HEATH OLIVER FOUNDATION
Also known as MICHAEL J OBRIEN TTEE
Tax-exempt · BEACHWOOD, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,071,085 | $587,919 | $2,483,166 | $11,205,975 | $0 | $11,205,975 |
| December 31, 2024 | 990-PF | $1,664 | $549,822 | -$548,158 | $8,722,809 | $0 | $8,722,809 |
| December 31, 2023 | 990-PF | $101,366 | $449,546 | -$348,180 | $9,044,565 | $0 | $9,044,565 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,236,304
- Dividends
- $19,063
- Interest
- $33,371
- Net gain from sales of assets
- -$8,850
- Other income
- $791,197
Expenses
- Grants and similar amounts paid
- $505,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $505,000
- Excise tax on investment income
- $11,726
Balance sheet and other
- Total assets, start of year
- $8,722,809
- Total assets, end of year
- $11,205,975
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,205,975
- Fair market value of assets
- $11,205,975
- Qualifying distributions
- $505,000
- Net investment income
- $843,631
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael J O'Brien 25550 Chagrin Boulevard Suite 100, Beachwood, OH 44122 | Co-Trustee | 10 | $0 |
| James R Pokorny 150 Fairview Road Suite 333, Mooresvile, NC 28117 | Co-Trustee | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael J O'Brien 25550 Chagrin Boulevard Suite 100, Beachwood, OH 44122 | Co-Trustee | 10 | $0 |
| James R Pokorny 150 Fairview Road Suite 333, Mooresvile, NC 28117 | Co-Trustee | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael J O'Brien 25550 Chagrin Boulevard Suite 100, Beachwood, OH 44122 | Co-Trustee | 10 | $0 |
| James R Pokorny 150 Fairview Road Suite 333, Mooresvile, NC 28117 | Co-Trustee | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 25550 CHAGRIN BLVD STE 100, BEACHWOOD, OH 44122-5628
- Signed the 990-PF
- Michael J O'Brien, Trustee
- Phone
- (216) 472-1500
- Return prepared by
- Pokorny and Company
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6741642
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $11,205,975
- Income (IRS master file)
- $3,160,968
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,071,085 | $587,919 | $11,205,975 | XML |
| 990-PF | December 2024 | $1,664 | $549,822 | $8,722,809 | XML |
| 990-PF | December 2023 | $101,366 | $449,546 | $9,044,565 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 27-6741642).
Questions about SYLVIA AND HEATH OLIVER FOUNDATION
- What is the EIN of SYLVIA AND HEATH OLIVER FOUNDATION?
- The employer identification number (EIN) of SYLVIA AND HEATH OLIVER FOUNDATION is 27-6741642.
- Is SYLVIA AND HEATH OLIVER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SYLVIA AND HEATH OLIVER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SYLVIA AND HEATH OLIVER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SYLVIA AND HEATH OLIVER FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SYLVIA AND HEATH OLIVER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SYLVIA AND HEATH OLIVER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SYLVIA AND HEATH OLIVER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,071,085, expenses of $587,919 and total assets of $11,205,975 at year end.
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