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Oconnell Fam Foundation Trust is a private trust based in SAN JUAN CAPO, CA. The foundation received its IRS ruling in 2005. It holds total assets of $1M. Annual income is reported at $1M. Total assets have decreased from $643K in 2011 to $320K in 2023. The foundation is governed by 1 officer or trustee. The principal activity of the foundation is to make grants to charitable organizations to help promote their charitable purposes. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including California, Arizona, Washington. According to available records, Oconnell Fam Foundation Trust has made 32 grants totaling $1.2M, with a median grant of $25K. Annual giving has decreased from $619K in 2020 to $165K in 2023. Individual grants have ranged from $400 to $334K, with an average award of $37K. The foundation has supported 20 unique organizations. The foundation primarily supports organizations in California, Hawaii, Arizona, which account for 81% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$25K
Average Grant
$69K
Largest Grant
$334K
Based on 9 grants from the most recent 990-PF filing.
The principal activity of the foundation is to make grants to charitable organizations to help promote their charitable purposes.
The principal activity of the foundation is to make grants to charitable organizations to help promote their charitable purposes. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in CA, HI, AZ.
Oconnell Fam Foundation Trust has distributed a total of $1.2M across 32 grants. The median grant size is $25K, with an average of $37K. Individual grants have ranged from $400 to $334K.
Oconnell Fam Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Oconnell Fam Foundation Trust is headquartered in SAN JUAN CAPO, CA. While based in CA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| George O'Connell | PRESIDENT | $0 | $0 | N/A |
Total Giving
$169K
Total Assets
$320K
Fair Market Value
$320K
Net Worth
$320K
Grants Paid
$165K
Contributions
$400K
Net Investment Income
N/A
Distribution Amount
$5K
Total Grants
32
Total Giving
$1.2M
Average Grant
$37K
Median Grant
$25K
Unique Recipients
20
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mission Preservation FoundationGENERAL SUPPORT | San Juan Capistrano, CA | $35K | 2023 |
| Keala Foundationultimate Hawaiian Trail Run FoundationGENERAL SUPPORT | Lawai, HI | $35K | 2023 |
| The Shea CenterGENERAL SUPPORT | San Juan Capistrano, CA | $25K | 2023 |
| Heart Of Jesus Retreat CenterGENERAL SUPPORT | Santa Ana, CA | $25K | 2023 |
| Mission Basilica San Juan CapistranoGENERAL SUPPORT | San Juan Capistrano, CA | $20K | 2023 |
| Surfers Healing Foundation IncGENERAL SUPPORT | Rancho Mission Viejo, CA | $10K | 2023 |
| Canine Companions For IndependenceGENERAL SUPPORT | Oceanside, CA | $10K | 2023 |
| Feline Rescue SocietyGENERAL SUPPORT | Salisbury, MA | $5K | 2023 |
| Sisters Of The Sacred HeartGENERAL SUPPORT | San Antonio, TX | $400 | 2023 |
| Providence Mission Hospital FoundationGENERAL SUPPORT | Mission Viejo, CA | $50K | 2022 |
| Jserra Catholic High SchoolGENERAL SUPPORT | San Juan Capistrano, CA | $50K | 2022 |
| Surfers HealingGENERAL SUPPORT | San Juan Capistrano, CA | $25K | 2022 |
| Back Bay Therapeutic Riding ClubGENERAL SUPPORT | Newport Beach, CA | $10K | 2022 |
| Shriners Hospitals For ChildrenGENERAL SUPPORT | Tampa, FL | $10K | 2022 |
| Otra MasGENERAL SUPPORT | San Juan Capistrano, CA | $10K | 2022 |
| Open Space Foundation San Juan CapistranoGENERAL SUPPORT | San Juan Capistrano, CA | $5K | 2022 |
| Reins Of LifeGENERAL SUPPORT | Landenberg, PA | $3K | 2022 |
| Mission Hospital FoundationGENERAL SUPPORT | Mission Viejo, CA | $334K | 2020 |
| Child Help UsaGENERAL SUPPORT | Scottsdale, AZ | $25K | 2020 |
| Tetiaroa SocietyGENERAL SUPPORT | Kirkland, WA | $10K | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA