Nonprofit · EIN 87-4092367
OERTHER FAMILY FOUNDATION INC
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $183,085 | $300,495 | -$117,410 | $4,694,337 | $0 | $4,694,337 |
| December 31, 2024 | 990-PF | $156,564 | $264,562 | -$107,998 | $4,811,747 | $0 | $4,811,747 |
| December 31, 2023 | 990-PF | $186,802 | $265,299 | -$78,497 | $4,919,745 | $0 | $4,919,745 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $174,000
- Interest
- $7,734
- Net gain from sales of assets
- $1,351
Expenses
- Grants and similar amounts paid
- $280,000
- Disbursements for charitable purposes
- $280,000
- Excise tax on investment income
- $2,336
Balance sheet and other
- Total assets, start of year
- $4,811,747
- Total assets, end of year
- $4,694,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,694,337
- Fair market value of assets
- $5,896,814
- Qualifying distributions
- $280,000
- Net investment income
- $183,085
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 |
|---|---|---|---|
| JEAN OERTHER 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 0.5 | $0 |
| JONATHAN SIEGEL 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 0.5 | $0 |
| JOHN RAYMOND 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN OERTHER 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 0 | $0 |
| JONATHAN SIEGEL 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 0 | $0 |
| JOHN RAYMOND 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN OERTHER 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
| JONATHAN SIEGEL 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
| JOHN RAYMOND 251 ROYAL PALM WAY SUITE 215, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 251 ROYAL PALM WAY STE 215, PALM BEACH, FL 33480-4310
- Signed the 990-PF
- JOHN RAYMOND, DIRECTOR
- Phone
- (561) 883-8971
- Return prepared by
- KELLY PARTNERSFRS ACCOUNTANTS
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
- 87-4092367
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,694,337
- Income (IRS master file)
- $183,085
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $183,085 | $300,495 | $4,694,337 | IRS |
| 990-PF | December 2024 | $156,564 | $264,562 | $4,811,747 | IRS |
| 990-PF | December 2023 | $186,802 | $265,299 | $4,919,745 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-4092367).
Questions about OERTHER FAMILY FOUNDATION INC
- What is the EIN of OERTHER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of OERTHER FAMILY FOUNDATION INC is 87-4092367.
- Is OERTHER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to OERTHER FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OERTHER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OERTHER FAMILY FOUNDATION INC 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 OERTHER FAMILY FOUNDATION INC 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 OERTHER FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does OERTHER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $183,085, expenses of $300,495 and total assets of $4,694,337 at year end.
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