F F O'Connor Charitable Trust B XXXXX5005
F F O'Connor Charitable Trust B XXXXX5005 is a private foundation, based in Chicago, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $107K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $6K.
Key facts about F F O'Connor Charitable Trust B XXXXX5005
In short: F F O'Connor Charitable Trust B XXXXX5005 gave $6K across 2 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 16-6304251
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $6,032
- Grants made (2025)
- 2
- Average grant
- $3,016
- Median grant
- $3,016
- Total assets
- $107,210
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$107K
-2.1% YoY
Annual Giving
$6K
+15.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$3K
+15.2% YoY
Under IRS private-foundation payout rules, F F O'Connor Charitable Trust B XXXXX5005 reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
How F F O'Connor Charitable Trust B XXXXX5005 gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $5K (2024) to $6K (2025). In 2025 it made 2 grants totaling $6K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was University of Rochester ($3K). Together the top 2 received $6K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Rochester Rochester, NY | General | $3,016 |
| Trinity Emmanuel Lutheran Church Rochester, NY | General | $3,016 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $107,210 | $109,486 | $111,172 |
| Revenue | $5,947 | $5,610 | $7,519 |
| Expenses | $8,225 | $7,237 | $7,708 |
| Qualifying Distributions | $8,177 | $7,044 | $7,559 |
| Net Investment Income | $5,947 | $5,473 | $7,436 |
| Distributable Amount | $8,677 | $7,840 | $7,010 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 16, 2024)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
F F O'Connor Charitable Trust B XXXXX5005's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$2K (2021) → $2K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about F F O'Connor Charitable Trust B XXXXX5005
How much does F F O'Connor Charitable Trust B XXXXX5005 give each year?
F F O'Connor Charitable Trust B XXXXX5005 gave $6K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 2 grants.
How large is F F O'Connor Charitable Trust B XXXXX5005?
F F O'Connor Charitable Trust B XXXXX5005 reported $107K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does F F O'Connor Charitable Trust B XXXXX5005 operate?
F F O'Connor Charitable Trust B XXXXX5005 has awarded grants in New York.
What is F F O'Connor Charitable Trust B XXXXX5005's EIN?
F F O'Connor Charitable Trust B XXXXX5005's EIN (Employer Identification Number) is 16-6304251. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching F F O'Connor Charitable Trust B XXXXX5005 by hand.
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