Oliver Family Foundation

EIN 833767261 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2020–2024
$246K
6 grants · $49K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$23K
typical small grants · $9K–$44K
grant size
0%
transactional · single-year
repeat
$1.6M
Assets (2024)
6
Distinct Recipients

About

We respectfully request that Oliver Family Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $9 penalty indicated on Form 2220 be abated because the underpayment in Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm's software correctly determined that the foundation could pay its Q4 estimate based on prior year tax liability. However, since that liability was under $500, the software incorrectly indicated that no quarterly payment was due. As soon as the error was discovered, the foundation paid the required tax. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules and respectfully request that no 2220 penalty be assessed.

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $26K $1.8M $678K 2
2021 $28K $1.8M $126K 2
2022 $142K $1.4M $-58K 1
2023 N/A $1.6M $20K N/A
2024 $50K $1.6M $106K 1

Grant Size Distribution

Based on 6 grants on record

Minimum
$2K
25th Pctl
$9K
Median
$23K
Average
$41K
75th Pctl
$44K
Maximum
$142K

Geographic Distribution

Officers & Directors

Grants Awarded (6 total)

Purpose
American Endowment Foundation Hudson, OH $142,000 HOPE ANN ACCOUNT FUND 2022
Stop the Addiction Fatality Epidemic - Safe - Proj Arlington, VA $50,096 General & Unrestricted 2024
Encircle Family and Youth Resource Center Provo, UT $25,710 General & Unrestricted 2021
Brigham Young University Provo, UT $21,000 Brigham Young University Library Fund and Scholarship Fund for students in need of financial help 2020
Weave Inc Sacramento, CA $5,000 General & Unrestricted 2020
Agape International Missions Roseville, CA $2,290 General & Unrestricted 2021

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