Henry L OBrien Foundation Inc

SARASOTA, FL EIN: 13-6116284

Henry L OBrien Foundation Inc is a private foundation, based in SARASOTA, FL. IRS filing data is available from 2020 through 2021. In 2021, it awarded 12 grants totaling $1.4M. Net investment income was $297K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$1.4M

+2092.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$119K

+2092.3% YoY

Under IRS private-foundation payout rules, Henry L OBrien Foundation Inc reported a distributable amount of $25K for 2021 — the minimum it must pay out in qualifying distributions.

About Henry L OBrien Foundation Inc

Based on IRS filings

Ready to take the next step with Henry L OBrien Foundation Inc?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $1.2M (78%)

Connecticut $220K (15%)

Florida $110K (7%)

States

Connecticut Florida New York

Cities

Boca GrandeClermontIthacaMiddleburyQuogueRiverheadSarasotaVeniceWesthampton Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	—	$1,146,243
Revenue	$304,064	$34,373
Expenses	$1,450,307	$77,864
Qualifying Distributions	—	—
Net Investment Income	$296,505	$23,559
Distributable Amount	$25,464	$60,968

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2021

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include St Marks Episcopal Church ($250,000), Westhampton Beach Historical Society ($250,000), East End Hospice Inc ($250,000).

Recipient	Purpose	Amount
ST MARKS EPISCOPAL CHURCH WESTHAMPTON BEACH, NY	FURTHER EXEMPT PURPOSE	$250,000
WESTHAMPTON BEACH HISTORICAL SOCIETY WESTHAMPTON BEACH, NY	FURTHER EXEMPT PURPOSE	$250,000
WESTOVER SCHOOL MIDDLEBURY, CT	FURTHER EXEMPT PURPOSE	$210,000
CORNELL UNIVERSITY ITHACA, NY	HENRY L. O'BRIEN, JR. SCHOLARSHIP	$135,000
BOCA GRANDE HEALTH CLINIC FOUNDATION BOCA GRANDE, FL	FURTHER EXEMPT PURPOSE	$50,000
CHURCH OF THE ATONEMENT QUOGUE, NY	FURTHER EXEMPT PURPOSE	$25,000
FRIENDS OF WESTHAMPTON AMBULANCE WESTHAMPTON BEACH, NY	FURTHER EXEMPT PURPOSE	$20,000
PECONIC BAY MEDICAL CENTER FOUNDATION RIVERHEAD, NY	FURTHER EXEMPT PURPOSE	$180,000
EAST END HOSPICE INC WESTHAMPTON BEACH, NY	FURTHER EXEMPT PURPOSE	$250,000
SPECIAL OLYMPICS OF FLORIDA Clermont, FL	FURTHER EXEMPT PURPOSE	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
Natalie O Conklin	President	5	—
Louise Cox Conklin	Vice President	5	—
Elizabeth W Rowe	Secretary	5	—
Theodore B Cocklin III	Treasurer	5	—

Frequently Asked Questions

Where does Henry L OBrien Foundation Inc operate?

Henry L OBrien Foundation Inc has awarded grants in Connecticut, Florida, New York.

What size grants does Henry L OBrien Foundation Inc award?

In 2021, Henry L OBrien Foundation Inc awarded 12 grants totaling $1.4M — an average of about $119K per grant, based on its IRS Form 990 filings.

How much is Henry L OBrien Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Henry L OBrien Foundation Inc reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.