Halpern-Oppenheimer Family Foundation Inc
- Assets
- $16.2m
- Revenue
- $7.5m
- Investments
- $1.0m
- Employees
- 0
- Location
- Atlanta, GA
- Founding
- 10/2000
- Data as of
- 06/2022
- EIN
- 58-2512118
Organization Overview
Halpern-Oppenheimer Family Foundation Inc is located in Atlanta, GA. The organization was established in 2000. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Halpern-Oppenheimer Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Halpern-Oppenheimer Family Foundation Inc generated $7.5m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 43.3% each year . All expenses for the organization totaled $1.0m during the year ending 06/2022. While expenses have increased by 4.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Halpern-Oppenheimer Family Foundation Inc has awarded 161 individual grants totaling $9,987,600. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT FOR THE MISSION OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDING LEADERSHIP AND SUPPORT FOR THE NETWORK OF JEWISH NOT-FOR-PROFIT ORGANIZATIONS IN THE GREATER ATLANTA AREA.
JEWISH DAY SCHOOL.
SUPPORTING A COMMUNITY HIGH SCHOOL IN THE GREATER ATLANTA AREA.
OTHER PROGRAM RELATED ACTIVITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Carolyn Oppenheimer Vp/sec/treasurer | OfficerTrustee | 0.9 | $0 |
Beth Brown President | OfficerTrustee | 0.9 | $0 |
Marty Kogon Director | Trustee | 0.9 | $0 |
David Kuniansky Director | Trustee | 0.9 | $0 |
Harry Maziar Director | Trustee | 0.9 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $5,150,000 |
| Noncash contributions included in lines 1a–1f | $5,150,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,150,000 |
| Total Program Service Revenue | $0 |
| Investment income | $89,584 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $1,295,378 |
| Net Gain/Loss on Asset Sales | $980,120 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,515,082 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $989,700 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $9,928 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $22,895 |
| Total functional expenses | $1,022,523 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $122,115 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $10,471,127 |
| Investments—publicly traded securities | $4,631,022 |
| Investments—other securities | $1,000,000 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $16,224,264 |
| Accounts payable and accrued expenses | $6,433 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $6,433 |
| Net assets without donor restrictions | $16,217,831 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $16,224,264 |
Grants Awarded
Over the last fiscal year, Halpern-Oppenheimer Family Foundation Inc has awarded $935,200 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
Atlanta, GA PURPOSE: DONATION | $535,000 |
Sandy Springs, GA PURPOSE: DONATION | $225,200 |
Atlanta, GA PURPOSE: DONATION | $22,500 |
Atlanta, GA PURPOSE: DONATION | $20,000 |
Atlanta, GA PURPOSE: DONATION | $12,500 |
Atlanta, GA PURPOSE: DONATION | $10,000 |
Endowment Analysis
| Beg. Balance | $10,372,162 |
| Earnings | $1,708,265 |
| Admin Expense | $22,895 |
| Net Contributions | $5,150,000 |
| Grants | $989,700 |
| Ending Balance | $16,217,832 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
A J Fletcher Foundation Raleigh, NC | $168,653,502 | $53,698,336 |
Florida Gulf Coast University Financing Corporation Fort Myers, FL | $204,897,690 | $19,327,322 |
Hollingsworth Funds Inc Greenville, SC | $393,513,843 | $12,387,637 |
Dr Phillips Inc Orlando, FL | $219,173,154 | $19,084,709 |
Cf Foundation Inc Atlanta, GA | $60,851,215 | $5,130,874 |
The David Belk Cannon Foundation Gastonia, NC | $0 | $4,765,855 |
W I H Pitts Memorial Fund Ua 1125291 Orlando, FL | $81,861,752 | $8,345,825 |
World Poultry Foundation Inc Tucker, GA | $28,014,565 | $2,601,293 |
Seymour Family Foundation Irrev Charitable Trust Uad 12-21-15 Charlotte, NC | $3,421,952 | $6,290,943 |
Disease Management Network Inc Coral Gables, FL | $1,845,694 | $4,211,323 |
Greater Orlando Childrens Miracle Network Inc Orlando, FL | $3,305,504 | $3,670,113 |
Waterfall Foundation Inc Atlanta, GA | $17,781,141 | $467,284 |