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Nonprofit · EIN 36-3521911

OBERWEIS FOUNDATION

Tax-exempt · BONITA SPGS, FL 34134

Financials

$96K$126K2023$357K$85K2024$566K$183K2025
Revenue Expenses · by fiscal year end
Financials of OBERWEIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$565,836$182,737$383,099$2,393,563$0$2,393,563
December 31, 2024990-PF$357,299$85,278$272,021$2,010,464$0$2,010,464
December 31, 2023990-PF$95,980$126,215-$30,235$1,738,443$0$1,738,443
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$387,050
Dividends
$26,974
Net gain from sales of assets
$151,812

Expenses

Grants and similar amounts paid
$180,306
Disbursements for charitable purposes
$8,931
Excise tax on investment income
$2,110

Balance sheet and other

Total assets, start of year
$2,010,464
Total assets, end of year
$2,393,563
Total liabilities, end of year
$0
Net assets, end of year
$2,393,563
Fair market value of assets
$2,393,563
Qualifying distributions
$8,931
Net investment income
$151,812

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.

NameTitleHours / weekCompensation
JIM OBERWEIS
4991 BONITA BAY BLVD UNIT 2702, BONITA SPRINGS, FL 34134
PRESIDENT0$0
JULIE OBERWEIS SECRETARY
4991 BONITA BAY BLVD UNITE 2702, BONITA SPRINGS, FL 34134
SECRETARY0$0
JULIE OBERWEIS TREASURER
25455 PARTRIDGE, BATAVIA, IL 60510
TREASURER0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JIM OBERWEIS
4991 BONITA BAY BLVD UNIT 2702, BONITA SPRINGS, FL 34134
PRESIDENT0$0
JULIE OBERWEIS SECRETARY
4991 BONITA BAY BLVD UNITE 2702, BONITA SPRINGS, FL 34134
SECRETARY0$0
JOE OBERWEIS TREASURER
25455 PARTRIDGE, BATAVIA, IL 60510
TREASURER0$0
JAMES OBERWEIS DIRECTOR
1121 HEATHERTON DR, NAPERVILLE, IL 60563
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JIM OBERWEIS
4991 BONITA BAY BLVD UNIT 2702, BONITA SPRINGS, FL 34134
PRESIDENT0$0
JULIE OBERWEIS SECRETARY
4991 BONITA BAY BLVD UNITE 2702, BONITA SPRINGS, FL 34134
SECRETARY0$0
JOE OBERWEIS TREASURER
25455 PARTRIDGE, BATAVIA, IL 60510
TREASURER0$0
JAMES OBERWEIS DIRECTOR
1121 HEATHERTON DR, NAPERVILLE, IL 60563
DIRECTOR0$0

Address and contacts

Address (IRS master file)
4991 BONITA BAY BLVD UNIT 2702, BONITA SPGS, FL 34134-1795
In care of
% JIM OBERWEIS
Signed the 990-PF
JIM OBERWEIS, PRESIDENT
Phone
(239) 913-7100
Return prepared by
Kidwell & Associates

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-3521911
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,393,563
Income (IRS master file)
$693,728

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$565,836$182,737$2,393,563XML
990-PFDecember 2024$357,299$85,278$2,010,464IRS
990-PFDecember 2023$95,980$126,215$1,738,443XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 36-3521911).

Questions about OBERWEIS FOUNDATION

What is the EIN of OBERWEIS FOUNDATION?
The employer identification number (EIN) of OBERWEIS FOUNDATION is 36-3521911.
Is OBERWEIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to OBERWEIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OBERWEIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OBERWEIS FOUNDATION 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 OBERWEIS FOUNDATION 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 OBERWEIS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does OBERWEIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $565,836, expenses of $182,737 and total assets of $2,393,563 at year end.

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