Erickson O'Neill Foundation INV MGT Agency
Erickson O'Neill Foundation INV MGT Agency is a private foundation, 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 grant totaling $10K. Net investment income was $55K.
Erickson O'Neill Foundation INV MGT Agency at a glance
In short: Erickson O'Neill Foundation INV MGT Agency gave $10K across 1 grant in 2024 (avg $10K), mostly in Michigan. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $10,000
- Grants made (2024)
- 1
- Average grant
- $10,000
- Median grant
- $10,000
- Total assets
- $320,359
- Primary geography
- Michigan (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Erickson O'Neill Foundation INV MGT Agency funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was New City Kids Foundation ($10K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Erickson O'Neill Foundation INV MGT Agency gives
- In 2024 it paid out 119% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New City Kids Foundation Grand Rapids, MI | General Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $320,359 | $91,369 | $18,465 | $10,000 | 1 | $18,303 | $54,890 | $15,330 |
| 2022 | $250,000 | $250,000 | — | — | — | — | — | $455 |
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.
Leadership & Key People
Officers and directors from IRS filings
Erickson O'Neill Foundation INV MGT Agency is led by Carl B. Erickson, Director, President & Secretary on every filing since 2022; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Carl B. Erickson
Director, President & Secretary
On filings since 2022
1 hr/week
No compensation reported
Mary O'Neill
Director & Treasurer
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Erickson O'Neill Foundation INV MGT Agency
How much does Erickson O'Neill Foundation INV MGT Agency give each year?
Erickson O'Neill Foundation INV MGT Agency gave $10K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is Erickson O'Neill Foundation INV MGT Agency?
Erickson O'Neill Foundation INV MGT Agency reported $320K in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
Where does Erickson O'Neill Foundation INV MGT Agency operate?
Erickson O'Neill Foundation INV MGT Agency has awarded grants in Michigan.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
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