Nonprofit · EIN 46-1289389
ERIC OPPENHEIMER FAMILY FOUNDATION
Tax-exempt (reinstated) · AGOURA HILLS, CA 91301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $197,193 | $437,580 | -$240,387 | $3,432,204 | $1,539 | $3,430,665 |
| December 31, 2024 | 990-PF | $111,756 | $288,278 | -$176,522 | $3,671,052 | $0 | $3,671,052 |
| December 31, 2023 | 990-PF | $100,465 | $297,899 | -$197,434 | $3,847,574 | $0 | $3,847,574 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $117,869
- Net gain from sales of assets
- $79,324
Expenses
- Grants and similar amounts paid
- $280,000
- Compensation of officers, directors and key employees
- $94,682
- Disbursements for charitable purposes
- $350,568
- Excise tax on investment income
- $1,772
Balance sheet and other
- Total assets, start of year
- $3,671,052
- Total assets, end of year
- $3,432,204
- Total liabilities, end of year
- $1,539
- Net assets, end of year
- $3,430,665
- Fair market value of assets
- $5,969,678
- Qualifying distributions
- $350,568
- Net investment income
- $197,193
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 | Other / benefits |
|---|---|---|---|---|
| ERIC OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR/PRESIDENT/TREASURER | 5 | $25,000 | $2,238 |
| LISA OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR/VICE PRESIDENT/SECRETARY | 6 | $25,000 | $6,089 |
| EMILY OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $3,500 | $0 |
| BEN OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $3,500 | $14,845 |
| TRACEY BOLDEMANN-TATKIN 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | ASSISTANT SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIC OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | PRESIDENT/TREASURER | 5 | $25,000 | $2,107 |
| LISA OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT/SECRETARY | 6 | $25,000 | $6,089 |
| JAN BROOKS 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR (UNTIL 09/2024) | 1 | $3,500 | $0 |
| EMILY OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $3,500 | $0 |
| BEN OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $3,500 | $12,757 |
| TRACEY BOLDEMANN-TATKIN 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | ASSISTANT SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIC OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | PRESIDENT/TREASURER | 5 | $25,000 | $8,311 |
| LISA OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT/SECRETARY | 6 | $25,000 | $9,574 |
| JAN BROOKS 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $3,500 | $0 |
| EMILY OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $3,500 | $9,300 |
| BEN OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $3,500 | $8,830 |
| TRACEY BOLDEMANN-TATKIN 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | ASSISTANT SECRETARY | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 28632 ROADSIDE DR STE 143, AGOURA HILLS, CA 91301-6072
- In care of
- % ERIC OPPENHEIMER
- Signed the 990-PF
- ERIC OPPENHEIMER, PRESIDENT
- Phone
- (818) 300-7826
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-1289389 or by the name ERIC OPPENHEIMER FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 46-1289389
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,432,204
- Income (IRS master file)
- $449,188
Revocation and reinstatement
- Exemption revoked
- May 15, 2015
- Posted by the IRS
- October 12, 2015
- Reinstated
- Effective May 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $197,193 | $437,580 | $3,432,204 | XML |
| 990-PF | December 2024 | $111,756 | $288,278 | $3,671,052 | XML |
| 990-PF | December 2023 | $100,465 | $297,899 | $3,847,574 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 46-1289389).
Questions about ERIC OPPENHEIMER FAMILY FOUNDATION
- What is the EIN of ERIC OPPENHEIMER FAMILY FOUNDATION?
- The employer identification number (EIN) of ERIC OPPENHEIMER FAMILY FOUNDATION is 46-1289389.
- Is ERIC OPPENHEIMER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2015 and reinstated it effective May 15, 2015.
- Are donations to ERIC OPPENHEIMER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ERIC OPPENHEIMER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERIC OPPENHEIMER FAMILY 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 ERIC OPPENHEIMER FAMILY 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 ERIC OPPENHEIMER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $25,000 (ERIC OPPENHEIMER, DIRECTOR/PRESIDENT/TREASURER).
- How much revenue does ERIC OPPENHEIMER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $197,193, expenses of $437,580 and total assets of $3,432,204 at year end.
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All nonprofits in AGOURA HILLS · California · Philanthropy, voluntarism and grantmaking foundations