Civic Intelligence

James K Oppenheim Family Foundatio N Trust

EIN 04-6557011 • Andover, MA

Pub. 78 Eligible
9 Alonesos WayAndover, MA 01810
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

37th percentile

-5.3%

Higher net margin than 37% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.7%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$158,685

Down $1,099 (-0.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$158,685

Down $1,099 (-0.7%) from 2024

Revenue

Down

$20,846

Down $16,851 (-45%) from 2024

Expenses

Down

$21,945

Down $1,937 (-8.1%) from 2024

Net Income

Down

-$1,099

Down $14,914 (-108%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $129,280Liabilities 2011: $02011Assets 2012: $133,903Liabilities 2012: $02012Assets 2013: $130,226Liabilities 2013: $02013Assets 2014: $131,752Liabilities 2014: $02014Assets 2015: $132,967Liabilities 2015: $02015Assets 2019: $127,696Liabilities 2019: $02019Assets 2020: $141,435Liabilities 2020: $02020Assets 2021: $149,773Liabilities 2021: $0Net Assets 2021: $149,7732021Assets 2022: $146,035Liabilities 2022: $0Net Assets 2022: $146,0352022Assets 2023: $145,969Liabilities 2023: $0Net Assets 2023: $145,9692023Assets 2024: $159,784Liabilities 2024: $0Net Assets 2024: $159,7842024Assets 2025: $158,685Liabilities 2025: $0Net Assets 2025: $158,6852025

Highlighted filing

2025

Assets$158,685
Liabilities$0
Net Assets$158,685

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: -$18,051Expenses 2011: $10,859Net Income 2011: -$28,9102011Revenue 2012: $15,566Expenses 2012: $10,943Net Income 2012: $4,6232012Revenue 2013: $8,809Expenses 2013: $12,486Net Income 2013: -$3,6772013Revenue 2014: $14,748Expenses 2014: $13,222Net Income 2014: $1,5262014Revenue 2015: $14,959Expenses 2015: $13,744Net Income 2015: $1,2152015Revenue 2019: $11,891Expenses 2019: $13,786Net Income 2019: -$1,8952019Revenue 2020: $27,552Expenses 2020: $13,813Net Income 2020: $13,7392020Revenue 2021: $24,003Expenses 2021: $15,665Net Income 2021: $8,3382021Revenue 2022: $11,674Expenses 2022: $15,412Net Income 2022: -$3,7382022Revenue 2023: $18,631Expenses 2023: $19,352Net Income 2023: -$7212023Revenue 2024: $37,697Expenses 2024: $23,882Net Income 2024: $13,8152024Revenue 2025: $20,846Expenses 2025: $21,945Net Income 2025: -$1,0992025

Highlighted filing

2025

Revenue$20,846
Expenses$21,945
Net Income-$1,099

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 15, 2026
Return Version
2024v5.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES K OPPENHEIMTrustee-$0--
KAREN OPPENHEIMTrustee-$0--
KENNETH OPPENHEIMTrustee-$0--
ROBERT OPPENHEIMTrustee-$0--
JILL OPPENHEIMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant37 DONATIONS AVERAGING 509 EACH (SEE ATTACHED DETAIL PDF)TO PROVIDE VARIOUS CHARITABLE ORGANIZATIONS WITH FUNDING TO FIGHT HUNGER, PROMOTE EDUCATION, FURTHER MEDICAL RESEARCH, ETC.-ANDOVER, MA, US$18,825
Filing and Contact Details

Filer

Filer Name
James K Oppenheim Family Foundation
EIN
04-6557011
Phone
9788285252
Address
9 ALONESOS WAY, ANDOVER, MA 01810

Signing Officer

Name
James Oppenheim
Title
Trustee
Phone
9788285252
Signed
2026-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Kirk & Mcdonald Cpas Pc
Address
10 CEDAR STREET SUITE 16, WOBURN, MA 01801
Preparer
Nancy Mcdonald CPA
Phone
7819381725
Raw XML Appendix368 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd401810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3TaxablePFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt018825
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt018825
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE JAMES K. OPPENHEIM FAMILY FOUNDATION IS A PRIVATE FOUNDATION WHICH
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1MAKES CONTRIBUTIONS TO VARIOUS CHARITABLE AND CIVIC ORGANIZATIONS IN THE COMMUNITY. THE FOUNDATION'S REVENUE IS GENERATED BY INTEREST, DIVIDENDS, AND CAPITAL GAINS FROM ITS CASH AND INVESTMENT PORTFOLIO. THIS INTEREST AND DIVIDENDS ARE THE PRIMARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS GOAL OF MAKING CHARITABLE CONTRIBUTIONS TO MERITORIOUS ORGANIZATIONS.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09 ALONESOS WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANDOVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001810
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES K OPPENHEIM TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09784754004
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES K OPPENHEIM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09781401827
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09 ALONESOS WAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ANDOVER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001810
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE VARIOUS CHARITABLE ORGANIZATIONS WITH FUNDING TO FIGHT HUNGER, PROMOTE EDUCATION, FURTHER MEDICAL RESEARCH, ETC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt037 DONATIONS AVERAGING 509 EACH (SEE ATTACHED DETAIL PDF)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09 ALONESOS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018825
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018825
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0865
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04287
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04287
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018825
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04287
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05152
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01726
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE, SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01726
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01726
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt035
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1459
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1459
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1459
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OPPENHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09788285252
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES K OPPENHEIM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0046557011
ReturnHeader/Filer/PhoneNum09788285252
ReturnHeader/Filer/USAddress/AddressLine1Txt09 ALONESOS WAY
ReturnHeader/Filer/USAddress/CityNm0ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001810
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920451708
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIRK & MCDONALD CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 CEDAR STREET SUITE 16
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819381725
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY MCDONALD CPA
ReturnHeader/ReturnTs02026-01-15T15:58:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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