Henry L OBrien Foundation Inc
Henry L OBrien Foundation Inc is a private foundation based in Sarasota, Florida. Its 2021 filing reports $1,425,000 in grants to 12 organizations, including churches, health and hospice organizations, a school, and a university.
Henry L OBrien Foundation Inc at a glance
In short: Henry L OBrien Foundation Inc gave $1.4M across 12 grants in 2021 (avg $119K), mostly in New York. 17% of 2021 grantees were new. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $1,425,000
- +2092.3% vs 2020
- Grants made (2021)
- 12
- +0.0% vs 2020
- Average grant
- $118,750
- +2092.3% vs 2020
- Median grant
- $92,500
- New grantees (estimate)
- 17% first-time grantees (2 of 12, 2021; small sample)
- Primary geography
- New York (79% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Henry L OBrien Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation stated on its 2020 final return that it made contributions only to preselected charitable organizations and does not accept unsolicited requests. This is a statement from that filing and should not be treated as current application guidance.
- Contact
Mailing address: PO Box 4012, Sarasota, FL 34230
Phone: (941) 964-0153
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Henry L OBrien Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
The largest 2021 recipient was St Marks Episcopal Church ($250K). Together the top 10 received $1.4M.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 40 grants of 47 (85%).
Geographic Focus
Where this funder awards grants
In 2021, 79% of grant dollars went to recipients in New York, 15% to Connecticut, and 6% to Florida.
Grant Distribution by State
Share of 2021 grant dollars across all 12 itemized grants.
Cities
Is Henry L OBrien Foundation Inc open to new grantees?
17%
first-time grantees, 2021
In 2021, 2 of 12 grantees (17%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $20K; repeat grants $139K. How we count
Medians: $20K first-time, $158K repeat.
- 67% of 2021 grantees were also funded in 2020. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2021, annual grant giving ranged from $56K (2019) to $1.4M (2021). In 2021 it made 12 grants totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| 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 |
| East End Hospice Inc Westhampton Beach, NY | Further Exempt Purpose | $250,000 |
| Westover School Middlebury, CT | Further Exempt Purpose | $210,000 |
| Peconic Bay Medical Center Foundation Riverhead, NY | Further Exempt Purpose | $180,000 |
| 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 |
| Special Olympics of Florida Clermont, FL | Further Exempt Purpose | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2021 | — | $304,064 | $1,450,307 | $1,425,000 | 12 | $296,505 | $25,464 |
| 2020 | $1,146,243 | $34,373 | $77,864 | $65,000 | 12 | $23,559 | $60,968 |
| 2019 | $1,189,734 | $54,144 | $70,878 | $55,500 | 23 | $43,584 | $61,870 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2021 grants went to organizations including churches, health and hospice organizations, educational institutions, and organizations serving people with disabilities.
Among its grantees, East End Hospice says it is dedicated to improving lives across eastern Long Island through expert care, comfort, and compassion for terminally ill patients and their families. Westover School says it empowers young women to lead lives of consequence.
Grantmaking
In filing year 2021, the foundation gave $1,425,000 through 12 grants. Grants ranged from $15,000 to $250,000, with a median of $92,500. The largest grants included $250,000 each to St Marks Episcopal Church, Westhampton Beach Historical Society, and East End Hospice; $210,000 to Westover School; $180,000 to Peconic Bay Medical Center Foundation; and $135,000 to Cornell University for the Henry L. O’Brien, Jr. Scholarship.
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on the 2021 filing were Natalie O Conklin, President; Louise Cox Conklin, Vice President; Elizabeth W Rowe, Secretary; and Theodore B Cocklin III, Treasurer.
Henry L OBrien Foundation Inc is led by Natalie O Conklin, President on every filing since 2019; none of the 4 officers listed in 2021 report compensation.
Officers on the 2021 filing
Natalie O Conklin
President
On filings since 2019
5 hrs/week
No compensation reported
Elizabeth W Rowe
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Louise Cox Conklin
Vice President
On filings since 2019
5 hrs/week
No compensation reported
Theodore B Cocklin III
Treasurer
On filings since 2019
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2021. "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 Henry L OBrien Foundation Inc
How much does Henry L OBrien Foundation Inc give each year?
Henry L OBrien Foundation Inc gave $1.4M across 12 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $65K across 12 grants.
What is Henry L OBrien Foundation Inc's typical grant size?
Henry L OBrien Foundation Inc's median grant in 2021 was $92,500, and its average grant was $118,750, across 12 grants on its 2021 IRS Form 990-PF. Organizations receiving their first grant from Henry L OBrien Foundation Inc that year got $20K on average.
Where does Henry L OBrien Foundation Inc give grants?
Henry L OBrien Foundation Inc gives mostly in New York: 79% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (15%) and Florida (6%). The most frequent recipient cities were Westhampton Beach, NY (5 grants) and Boca Grande, FL (2 grants).
Who are Henry L OBrien Foundation Inc's largest grantees?
Henry L OBrien Foundation Inc's largest 2021 grantees include St Marks Episcopal Church ($250,000), Westhampton Beach Historical Society ($250,000) and East End Hospice Inc ($250,000), according to its 2021 IRS Form 990-PF. Together they received 53% of its itemized 2021 grant dollars.
What does Henry L OBrien Foundation Inc fund?
No mission statement for the foundation is provided. Its 2021 grants went to organizations including churches, health and hospice organizations, educational institutions, and organizations serving people with disabilities. See mission & focus areas ↑
How do I apply for a grant from Henry L OBrien Foundation Inc?
The foundation stated on its 2020 final return that it made contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
What is Henry L OBrien Foundation Inc's EIN?
Henry L OBrien Foundation Inc's EIN (Employer Identification Number) is 13-6116284. IRS Form 990 filing data is available on this page for 2019–2021.
Does Henry L OBrien Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- IRS filings on file for fiscal years 2020–2021
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Henry L OBrien Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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