Erickson O'neill Foundation Inv Mgt Agency

EAST GRAND RAPIDS, MI EIN: 92-0357639

Erickson O'neill Foundation Inv Mgt Agency is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EAST GRAND RAPIDS, MI. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $320K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $55K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$320K

Annual Giving

$10K

Grant Count

Avg Grant Size

$10K

Under IRS private-foundation payout rules, Erickson O'neill Foundation Inv Mgt Agency reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Erickson O'neill Foundation Inv Mgt Agency

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Michigan $10K (100%)

States

Michigan

Cities

Grand Rapids

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2022
Total Assets	$320,359	$250,000
Revenue	$91,369	$250,000
Expenses	$18,465	—
Qualifying Distributions	$18,303	—
Net Investment Income	$54,890	—
Distributable Amount	$15,330	$455

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include New City Kids Foundation ($10,000).

Recipient	Purpose	Amount
NEW CITY KIDS FOUNDATION GRAND RAPIDS, MI	GENERAL SUPPORT	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CARL B ERICKSON	DIR, PRES, SEC	1	—
MARY O'NEILL	DIR, TREAS	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Erickson O'neill Foundation Inv Mgt Agency?

Erickson O'neill Foundation Inv Mgt Agency is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EAST GRAND RAPIDS, MI. It holds $320K in total assets as of 2024.

How large is Erickson O'neill Foundation Inv Mgt Agency?

As of 2024, Erickson O'neill Foundation Inv Mgt Agency holds $320K in total assets with $91K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Erickson O'neill Foundation Inv Mgt Agency operate?

Erickson O'neill Foundation Inv Mgt Agency has awarded grants in Michigan.

What size grants does Erickson O'neill Foundation Inv Mgt Agency award?

In 2024, Erickson O'neill Foundation Inv Mgt Agency awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Erickson O'neill Foundation Inv Mgt Agency required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Erickson O'neill Foundation Inv Mgt Agency reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Erickson O'neill Foundation Inv Mgt Agency's EIN?

Erickson O'neill Foundation Inv Mgt Agency's EIN (Employer Identification Number) is 92-0357639. IRS Form 990 filing data is available on this page for 2022–2024.