Nonprofit · EIN 74-2336644
FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,738,807 | $331,338 | $1,407,469 | $6,893,323 | $4,515 | $6,888,808 |
| December 31, 2024 | 990-PF | $5,264,819 | $63,682 | $5,201,137 | $5,486,873 | $5,534 | $5,481,339 |
| December 31, 2023 | 990-PF | -$684 | $24,193 | -$24,877 | $281,640 | $1,438 | $280,202 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,389,380
- Dividends
- $284,718
- Interest
- $5,217
- Net gain from sales of assets
- $59,492
Expenses
- Grants and similar amounts paid
- $260,000
- Disbursements for charitable purposes
- $260,000
- Excise tax on investment income
- $4,265
Balance sheet and other
- Total assets, start of year
- $5,486,873
- Total assets, end of year
- $6,893,323
- Total liabilities, end of year
- $4,515
- Net assets, end of year
- $6,888,808
- Fair market value of assets
- $8,665,883
- Qualifying distributions
- $260,000
- Net investment income
- $351,605
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 |
|---|---|---|---|
| Lucille O Travis 4001 N New Braunfels Ave 800, San Antonio, TX 78209 | President | 0 | $0 |
| James Travis 4001 N New Braunfels Ave 800, San Antonio, TX 78209 | Vice President | 0 | $0 |
| James Travis Jr 4001 N New Braunfels Ave 800, San Antonio, TX 78209 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lucille O Travis 4001 N New Braunfels Ave 800, San Antonio, TX 78209 | President | 0 | $0 |
| James Travis 4001 N New Braunfels Ave 800, San Antonio, TX 78209 | Vice President | 0 | $0 |
| James Travis Jr 4001 N New Braunfels Ave 800, San Antonio, TX 78209 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lucille O Travis 5170 Broadway Suite 25, San Antonio, TX 78209 | President | 0 | $0 |
| Lucille O Travis 5170 Broadway Suite 25, San Antonio, TX 78209 | Vice President | 0 | $0 |
| James H Travis 5170 Broadway Suite 25, San Antonio, TX 78209 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4001 N NEW BRAUNFELS AVE APT 800, SAN ANTONIO, TX 78209-6346
- Signed the 990-PF
- Lucille O Travis, President
- Phone
- (210) 824-3689
- Return prepared by
- Booker Arceneaux Myers & Maxwell 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 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
- 74-2336644
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,893,323
- Income (IRS master file)
- $2,495,288
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,738,807 | $331,338 | $6,893,323 | XML |
| 990-PF | December 2024 | $5,264,819 | $63,682 | $5,486,873 | XML |
| 990-PF | December 2023 | -$684 | $24,193 | $281,640 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 74-2336644).
Questions about FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION
- What is the EIN of FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION?
- The employer identification number (EIN) of FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION is 74-2336644.
- Is FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FREDERIC J AND DOROTHEA OPPENHEIMER 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 FREDERIC J AND DOROTHEA OPPENHEIMER 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 FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FREDERIC J AND DOROTHEA OPPENHEIMER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,738,807, expenses of $331,338 and total assets of $6,893,323 at year end.
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