J P O'connor Mem Trust Iii Xxxxx7002

CHICAGO, IL EIN: 16-6024306

J P O'connor Mem Trust Iii Xxxxx7002 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $594K in total assets. In 2025, it awarded 1 grants totaling $41K. Net investment income was $26K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$594K

-3.3% YoY

Annual Giving

$41K

+11.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$41K

+11.4% YoY

Under IRS private-foundation payout rules, J P O'connor Mem Trust Iii Xxxxx7002 reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.

About J P O'connor Mem Trust Iii Xxxxx7002

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $193K (100%)

States

New York

Cities

Rochester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$594,270	$614,401	$632,922
Revenue	$36,294	$34,338	$49,696
Expenses	$56,427	$52,489	$56,032
Qualifying Distributions	$46,286	$41,466	$45,485
Net Investment Income	$26,257	$23,628	$39,488
Distributable Amount	$49,827	$45,613	$41,184

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of Rochester ($40,566).

Recipient	Purpose	Amount
UNIVERSITY OF ROCHESTER ROCHESTER, NY	GENERAL SUPPORT	$40,566

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is J P O'connor Mem Trust Iii Xxxxx7002?

As of 2025, J P O'connor Mem Trust Iii Xxxxx7002 holds $594K in total assets with $36K in annual revenue. It awarded 1 grants totaling $41K in 2025.

Where does J P O'connor Mem Trust Iii Xxxxx7002 operate?

J P O'connor Mem Trust Iii Xxxxx7002 has awarded grants in New York.

What size grants does J P O'connor Mem Trust Iii Xxxxx7002 award?

In 2025, J P O'connor Mem Trust Iii Xxxxx7002 awarded 1 grants totaling $41K — an average of about $41K per grant, based on its IRS Form 990 filings.

How much is J P O'connor Mem Trust Iii Xxxxx7002 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, J P O'connor Mem Trust Iii Xxxxx7002 reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is J P O'connor Mem Trust Iii Xxxxx7002's EIN?

J P O'connor Mem Trust Iii Xxxxx7002's EIN (Employer Identification Number) is 16-6024306. IRS Form 990 filing data is available on this page for 2020–2025.