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Oconnor Fam Foundation is a private trust based in NEW YORK, NY. The foundation received its IRS ruling in 2007. The principal officer is Oconnor Capital Partners. It holds total assets of $7.8M. Annual income is reported at $1.9M. Total assets have decreased from $10M in 2011 to $7.8M in 2024. The foundation is governed by 3 officers and trustees. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in New York, Connecticut and Massachusetts. According to available records, Oconnor Fam Foundation has made 119 grants totaling $1.3M, with a median grant of $2K. Annual giving has grown from $204K in 2020 to $581K in 2022. Individual grants have ranged from $100 to $200K, with an average award of $11K. The foundation has supported 54 unique organizations. The foundation primarily supports organizations in New York, Massachusetts, Iowa, which account for 65% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Oconnor Fam Foundation is a small, closely held family foundation ($7.77M in assets) run by three unpaid family trustees — Joan B., John, and William O'Connor — whose contact address routes through O'Connor Capital Partners, the family's Manhattan-based commercial real estate investment firm. Its own IRS filing checks the box confirming it "only makes contributions to preselected charitable organizations" and does not accept unsolicited applications; this is independently corroborated by ProPublica's Nonprofit Explorer, Grantmakers.io, and Impala.digital. The foundation's database record shows no application form URL, no grants page, and application_instructions listed as blank — there is no known LOI process, portal, or program officer to contact cold.
Practically, this means written proposals sent to the foundation will almost certainly go unreviewed. Every one of the 119 tracked grants in the dataset went to an organization with a pre-existing family tie: schools the family attended (Bronxville School, Brunswick School, Williams College, College of the Holy Cross, Georgetown University, Phillips Academy Andover, St. Lawrence University), Catholic parishes and archdiocesan causes (Catholic Charities Archdiocese of New York, The Cardinal's Appeal, St. John Vianney Clergy Residence, Gregorian University Foundation in Rome), hospitals (NewYork-Presbyterian Lawrence Hospital, Memorial Sloan-Kettering Cancer Center, Cape Cod Healthcare Foundation), and civic or conservation causes in the towns where the family lives or vacations — Bronxville, NY; New Canaan, CT; and Cape Cod/Nantucket, MA. All tracked grants are coded "operating support" — this funder writes general checks to trusted organizations rather than funding discrete projects.
For a nonprofit without an existing connection, the realistic strategy is: (1) map any genuine touchpoint — alumni status at one of the listed schools, parish membership, board overlap with O'Connor Capital Partners staff, or presence in Bronxville, New Canaan, or Cape Cod/Nantucket; (2) approach through a warm introduction, never a cold written proposal; (3) keep any eventual ask modest and unrestricted, since the median grant is $2,000 and only a handful of "anchor" relationships (hospital, archdiocese, alma maters) receive five- or six-figure sums. Absent a real connection, treat this funder as low-probability and deprioritize it in favor of peer foundations with open, competitive application processes.
Total assets stand at $7,772,625 as of the FY2024 filing, down from $9.6-9.9M across FY2012-2015 — roughly a 20% contraction in the endowment over a decade. Grants paid have followed a similar downward arc with volatility: $448,500 (FY2012) → $514,250 (FY2013) → $563,750 (FY2014) → $871,500, the historical peak (FY2015) → $313,193 (FY2019) → $204,350, a COVID-era low (FY2020) → $513,750, a rebound (FY2021) → $290,708 (FY2022) → $343,168 (FY2023). FY2024's grants-paid figure was not yet reported at data-pull time, though total revenue that year was $586,838.
Across the 119 individual grants captured in the dataset, the average award is $10,920, while the foundation-level typical_grant_size statistic (n=35 distinct grant records) shows a median of just $2,000, an average of $14,679, and a range of $100 to $200,000 — a mean pulled well above the median by a small number of large, recurring gifts. The top eight recipients account for roughly 80% of the $1,299,516 in tracked dollars: NewYork-Presbyterian Lawrence Hospital ($251,400 across 4 grants), Catholic Charities Archdiocese of New York ($230,000/4), The Cardinal's Appeal ($225,000/3), Autism Speaks ($100,000/2), The Alliance to Protect Nantucket Sound ($77,000/4), Partners In Health ($70,000/2), St. John Vianney Clergy Residence ($50,000/2), and Memorial Sloan-Kettering Cancer Center ($40,000/2) — together $1,043,400.
The remaining roughly 40 recipients receive gifts of $500 to $25,000, concentrated in K-12/university annual funds (The Bronxville School PTA $21,416, Brunswick School $20,000, Williams College $13,000, Church of Saint Joseph $12,600, College of the Holy Cross $12,500) and local civic groups (New Canaan Nature Center $11,250, New Canaan Community Foundation $8,750). Geographically, of 119 grants, 51 went to New York, 29 to Connecticut, and 24 to Massachusetts — 87% concentrated in the NY/CT/MA corridor matching the foundation's stated geographic focus, with small outliers to DC (6), Florida (3), Iowa (2), Montana (2), and Rhode Island (2). Every tracked grant is purpose-coded "OPERATING SUPPORT" — no capital, program-restricted, or capacity-building grants appear in the record.
| Foundation | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|
| Oconnor Fam Foundation (NY) | $7.77M | ~$204K-$414K (FY2020-23 range) | Philanthropy & Grantmaking (family/community: health, Catholic institutions, education) | Invitation only / preselected recipients |
| Florence Robertson Fund (TX) | $7.77M | Not public | Philanthropy & Grantmaking | Unknown — no listed website |
| Foundation For The Greatest Good (MD) | $7.77M | Not public | Philanthropy & Grantmaking | Unknown — has a public website |
| Frank And Dolores Corbett Charitable Fund (IL) | $7.77M | Not public | Philanthropy & Grantmaking | Unknown — no listed website |
| Summer Rest Foundation (NC) | $7.77M | Not public | Philanthropy & Grantmaking | Unknown — no listed website |
| Refoel Chaim Foundation Inc. (FL) | $7.77M | Not public | Philanthropy & Grantmaking | Unknown — no listed website |
All six foundations in this peer set carry nearly identical asset bases (~$7.77M) and share the broad "Philanthropy & Grantmaking" NTEE classification, but only Oconnor Fam Foundation and Foundation For The Greatest Good maintain any public web presence at all — the other four have no listed website in available data. Combined with Oconnor's confirmed "preselected only" IRS designation, the pattern strongly suggests foundations of this size and category are typically single-family giving vehicles that route money through relationships rather than run competitive, publicly advertised grant programs; grant seekers should assume the same is true of the unlisted peers absent direct evidence otherwise, and prioritize outreach only where a public contact point (like Foundation For The Greatest Good's website) actually exists.
No press releases, leadership changes, or new-program announcements specific to Oconnor Fam Foundation turned up in 2025-2026 web search results — the entity maintains essentially no public profile of its own. The most recent verifiable data point is the FY2024 Form 990, showing $7,772,625 in total assets and $586,838 in total revenue; the FY2024 grants-paid figure was not yet populated in the primary dataset, though third-party trackers (Instrumentl, Impala.digital) report approximately $207,000-$211,000 distributed across roughly 25 grants for FY2024 — down from $343,168 across 32 grants in FY2023, a roughly 39% year-over-year pullback in third-party estimates. Governance is unchanged: the same three unpaid trustees — Joan B., John, and William O'Connor — continue to run the foundation, with no reported staff, officer compensation, or new committee structure in any filing reviewed.
The foundation's listed contact channel, "% Oconnor Capital Partners," is the family's Manhattan-based commercial real estate investment firm, co-run by Bill and John O'Connor, which an October 2025 Commercial Observer profile credits with having acquired or developed more than $25 billion in property since its 1983 founding — that firm, not the foundation, is where any recent family news actually surfaces. Because there is no dedicated foundation newsroom, blog, or social presence, grant seekers should not expect a news cycle to signal new funding rounds or shifted priorities; the most defensible read is that FY2025-2026 giving will continue the same historical pattern — small, relationship-based operating grants to the same cluster of schools, parishes, hospitals, and Northeast community organizations already visible in the grant history.
Oconnor Fam Foundation has no open RFP, no LOI form, no online portal, and no listed program officer — its own IRS filing checks the box for contributions restricted to preselected organizations, independently confirmed by ProPublica, Grantmakers.io, and Impala.digital. The single most important tip is not to submit a cold, unsolicited proposal: there is no intake process for the foundation to receive or route one, and it will almost certainly go unanswered.
1. Build the relationship before making any ask. Every recipient in the tracked grant history already had a tie to the O'Connor family — an alma mater (Bronxville School, Brunswick School, Williams College, College of the Holy Cross, Georgetown University, Phillips Academy Andover, St. Lawrence University), a parish or archdiocesan cause (Catholic Charities Archdiocese of New York, St. John Vianney, St. Aloysius Church, Church of Saint Joseph, The Cardinal's Appeal), a hospital (NewYork-Presbyterian Lawrence, Memorial Sloan-Kettering, Cape Cod Healthcare), or a hometown/vacation-community civic group (New Canaan, Bronxville, Cape Cod/Nantucket). 2. Find the human connector. The trustees are also principals of O'Connor Capital Partners (535 Madison Ave, New York, NY 10022; (212) 308-7700); a warm introduction through that firm's network, a shared school or parish community, or a mutual board member is far more likely to succeed than a written appeal mailed to the foundation. 3. Keep any ask general and modest. The historical median grant is $2,000, and every recorded grant is unrestricted "operating support" — pitching a large, restricted program or capital grant is a mismatch for how this funder actually gives. 4. Expect renewal, not one-off giving, once a relationship exists: top recipients (NY-Presbyterian Lawrence, Catholic Charities, The Cardinal's Appeal, the Nantucket Sound Alliance, Partners In Health) received grants across 2-4 separate years, suggesting organizations that enter the rotation tend to stay in it. 5. Don't rely on a mailed or emailed proposal as a primary channel — with no application_form_url, no grants_page_url, and no listed program contact anywhere in available records, paper applications appear to go nowhere. 6. If there is no genuine existing tie to the family or this foundation, treat it as effectively closed and redirect proposal-writing effort toward open, competitive funders in the same NY/CT/MA geography and cause areas instead.
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Smallest Grant
$100
Median Grant
$2K
Average Grant
$15K
Largest Grant
$200K
Based on 35 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Total assets stand at $7,772,625 as of the FY2024 filing, down from $9.6-9.9M across FY2012-2015 — roughly a 20% contraction in the endowment over a decade. Grants paid have followed a similar downward arc with volatility: $448,500 (FY2012) → $514,250 (FY2013) → $563,750 (FY2014) → $871,500, the historical peak (FY2015) → $313,193 (FY2019) → $204,350, a COVID-era low (FY2020) → $513,750, a rebound (FY2021) → $290,708 (FY2022) → $343,168 (FY2023). FY2024's grants-paid figure was not yet reported .
Oconnor Fam Foundation has distributed a total of $1.3M across 119 grants. The median grant size is $2K, with an average of $11K. Individual grants have ranged from $100 to $200K.
Oconnor Fam Foundation is a small, closely held family foundation ($7.77M in assets) run by three unpaid family trustees — Joan B., John, and William O'Connor — whose contact address routes through O'Connor Capital Partners, the family's Manhattan-based commercial real estate investment firm. Its own IRS filing checks the box confirming it "only makes contributions to preselected charitable organizations" and does not accept unsolicited applications; this is independently corroborated by ProPubl.
Oconnor Fam Foundation is headquartered in NEW YORK, NY. While based in NY, the foundation distributes grants to organizations across 8 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John O'Connor | TRUSTEE | $0 | $0 | N/A |
| William O'Connor | TRUSTEE | $0 | $0 | N/A |
| Joan B O'Connor | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$7.8M
Fair Market Value
N/A
Net Worth
$7.8M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
119
Total Giving
$1.3M
Average Grant
$11K
Median Grant
$2K
Unique Recipients
54
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Columbia UniversityOPERATING SUPPORT | New York, NY | $1K | 2022 |
| The Cardinals AppealOPERATING SUPPORT | New York, NY | $75K | 2022 |
| Autism SpeaksOPERATING SUPPORT | Boone, IA | $50K | 2022 |
| Partners In HealthOPERATING SUPPORT | Boston, MA | $35K | 2022 |
| St John Vianney Clergy ResidenceOPERATING SUPPORT | New York, NY | $25K | 2022 |
| The Alliance To Protect Nantucket SoundOPERATING SUPPORT | Hyannis, MA | $25K | 2022 |
| Memorial Sloan-Ketterin Cancer CenterOPERATING SUPPORT | New York, NY | $20K | 2022 |
| The Bronxville School PtaOPERATING SUPPORT | Bronxville, NY | $11K | 2022 |
| Catholic Charities Archdiocese Of New YorkOPERATING SUPPORT | New York, NY | $10K | 2022 |
| New Canaan Nature CenterOPERATING SUPPORT | New Canaan, CT | $6K | 2022 |
| Cape Cod Healthcare FoundationOPERATING SUPPORT | Hyannis, MA | $5K | 2022 |
| College Of The Holy CrossOPERATING SUPPORT | Worcester, MA | $5K | 2022 |
| Phillips Academy AndoverOPERATING SUPPORT | Andover, MA | $3K | 2022 |
| The Bronxville School FoundationOPERATING SUPPORT | Bronxville, NY | $3K | 2022 |
| Gregorian University FoundationOPERATING SUPPORT | Washington, DC | $3K | 2022 |
| Reformed Church Nursery SchoolOPERATING SUPPORT | Bronxville, NY | $3K | 2022 |
| Jansen Hospice CareOPERATING SUPPORT | Scarsdale, NY | $1K | 2022 |
| Big Sky Community OrganizationOPERATING SUPPORT | Gallatin Gateway, MT | $1K | 2022 |
| Silver Hill HospitalOPERATING SUPPORT | New Canaan, CT | $1K | 2022 |
| Crossing Thresholds IncOPERATING SUPPORT | New Canaan, CT | $1K | 2022 |
| Filling In The BlanksOPERATING SUPPORT | Norwalk, CT | $1K | 2022 |
| Kids In CrisisOPERATING SUPPORT | Cos Cob, CT | $1K | 2022 |
| Norman Bird SanctuaryOPERATING SUPPORT | Middletown, RI | $1K | 2022 |
| The Community Fund Of DarienOPERATING SUPPORT | Darien, CT | $1K | 2022 |
| New Canaan Community FoundationOPERATING SUPPORT | New Canaan, CT | $750 | 2022 |