Nonprofit · EIN 76-0403101
EDWARD & HELEN OPPENHEIMER FOUNDATION
Tax-exempt · HOUSTON, TX 77042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $277,834 | $399,474 | -$121,640 | $4,022,982 | $0 | $4,022,982 |
| December 31, 2023 | 990-PF | $171,021 | $332,393 | -$161,372 | $4,015,636 | $0 | $4,015,636 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $172,356
- Interest
- $27
- Net gain from sales of assets
- $101,221
- Other income
- $4,230
Expenses
- Grants and similar amounts paid
- $316,500
- Disbursements for charitable purposes
- $316,500
- Excise tax on investment income
- $2,650
Balance sheet and other
- Total assets, start of year
- $4,015,636
- Total assets, end of year
- $4,022,982
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,022,982
- Fair market value of assets
- $5,896,879
- Qualifying distributions
- $316,500
- Net investment income
- $273,604
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE E HERMAN 700 LOUISIANA 25TH FLOOR, HOUSTON, TX 770022700 | Treasurer | 5 | $0 |
| KATE HERMAN 4714 TIARA LN, CORPUS CHRISTI, TX 78415 | Trustee | 0 | $0 |
| CARL HERMAN 25 RITCHFIELD LANE, HOUSTON, TX 77042 | President | 2 | $0 |
| PAUL F HERMAN 13206 FINCH BROOK DRIVE, CYPRESS, TX 77429 | Vice President | 2 | $0 |
| ANNE CHAMBERLAIN 2009 VALERIAN TRAIL, ROUND ROCK, TX 78664 | Trustee | 0 | $0 |
| JOE HERMAN 27 LANA LANE, HOUSTON, TX 77027 | Trustee | 0 | $0 |
| KATHERINE HERMAN 3214 CASTLEWOOD ST, HOUSTON, TX 77025 | Trustee | 0 | $0 |
| LISA HERMAN 10207 OLYMPIA DRIVE, HOUSTON, TX 77042 | Trustee | 0 | $0 |
| RANDI FAUST 25 RITCHFIELD LANE, HOUSTON, TX 77042 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE E HERMAN 700 LOUISIANA 25TH FLOOR, HOUSTON, TX 770022700 | Treasurer | 5 | $0 |
| CARL HERMAN 25 RITCHFIELD LANE, HOUSTON, TX 77042 | President | 2 | $0 |
| PAUL F HERMAN 13206 FINCH BROOK DRIVE, CYPRESS, TX 77429 | Vice President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 10207 OLYMPIA DR, HOUSTON, TX 77042-2931
- In care of
- % EDWARD OPPENHEIMER JR
- Signed the 990-PF
- LEE E HERMAN, Trustee
- Phone
- (713) 220-9143
- Return prepared by
- KELL & WEINER CPAS
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 | Not 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
- 76-0403101
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,022,982
- Income (IRS master file)
- $503,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $277,834 | $399,474 | $4,022,982 | XML |
| 990-PF | December 2023 | $171,021 | $332,393 | $4,015,636 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 76-0403101).
Questions about EDWARD & HELEN OPPENHEIMER FOUNDATION
- What is the EIN of EDWARD & HELEN OPPENHEIMER FOUNDATION?
- The employer identification number (EIN) of EDWARD & HELEN OPPENHEIMER FOUNDATION is 76-0403101.
- Is EDWARD & HELEN OPPENHEIMER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to EDWARD & HELEN OPPENHEIMER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD & HELEN OPPENHEIMER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD & HELEN OPPENHEIMER FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD & HELEN OPPENHEIMER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of EDWARD & HELEN OPPENHEIMER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does EDWARD & HELEN OPPENHEIMER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $277,834, expenses of $399,474 and total assets of $4,022,982 at year end.
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