F F O'Connor Charitable Trust B XXXXX5005

Private foundation · Grantmaker Chicago, IL EIN: 16-6304251

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

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Rochester

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

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

University of Rochester: $3KUniversity of Rochester$3KTrinity Emmanuel Lutheran Church: $3KTrinity Emmanuel LutheranChurch$3K

The largest 2025 recipient was University of Rochester ($3K). Together the top 2 received $6K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Rochester Rochester, NYGeneral$3,016
Trinity Emmanuel Lutheran Church Rochester, NYGeneral$3,016

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5K$5K$7.5K$10K2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 10, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS January 12, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 16, 2024)
  4. 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

JP Morgan Chase Bank NA — Trustee: $2KJP Morgan Chase Bank NATrustee$2K

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.

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