James J O'connell Fund
James J O'connell Fund is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 10 grants totaling $111K. Net investment income was $230K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
+2.9% YoY
Annual Giving
$111K
-41.5% YoY
Grant Count
10
+11.1% YoY
Avg Grant Size
$11K
-47.3% YoY
Under IRS private-foundation payout rules, James J O'connell Fund reported a distributable amount of $175K for 2024 — the minimum it must pay out in qualifying distributions.
About James J O'connell Fund
Based on IRS filings
James J O'connell Fund is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 10 grants totaling $111K. Net investment income was $230K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,158,793 | $3,068,847 | $3,477,866 |
| Revenue | $263,984 | $77,175 | $1,234,458 |
| Expenses | $170,724 | $489,084 | $23,876 |
| Qualifying Distributions | $141,922 | $218,895 | $10,542 |
| Net Investment Income | $229,786 | $78,323 | $1,208,643 |
| Distributable Amount | $174,996 | $163,296 | $172,504 |
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 2024
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Rwj University Hospital Foundation I ($38,831), Rutgers University Foundation ($16,642), Princeton Healthcare System Foundation I ($11,095).
| Recipient | Purpose | Amount |
|---|---|---|
| NEW JERSEY HEALTH FOUNDATION INC PRINCETON, NJ | GENERAL OPERATING | $5,547 |
| CANAVAN FOUNDATION INC NEW YORK, NY | GENERAL OPERATING | $5,547 |
| PRINCETON CHILD DEVELOPMENT INSTITUTE PRINCETON, NJ | GENERAL OPERATING | $5,547 |
| DEBORAH HOSPITAL FOUNDATION BROWNS MILLS, NJ | GENERAL OPERATING | $5,547 |
| PRINCETON HEALTHCARE SYSTEM FOUNDATION I PLAINSBORO, NJ | GENERAL OPERATING | $11,095 |
| ST PETERS FOUNDATION NEW BRUNSWICK, NJ | GENERAL OPERATING | $11,095 |
| THE RWJ UNIVERSITY HOSPITAL FOUNDATION I OCEANPORT, NJ | GENERAL OPERATING | $38,831 |
| HACKENSACK MERIDIAN HEALTH INC EDISON, NJ | GENERAL OPERATING | $5,547 |
| THE INSTITUTE FOR CHILDREN WITH CANCER A NEW BRUNSWICK, NJ | GENERAL OPERATING | $5,547 |
| RUTGERS UNIVERSITY FOUNDATION NEW BRUNSWICK, NJ | GENERAL OPERATING | $16,642 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE | 2 | $51,628 |
Frequently Asked Questions
How large is James J O'connell Fund?
As of 2024, James J O'connell Fund holds $3.2M in total assets with $264K in annual revenue. It awarded 10 grants totaling $111K in 2024.
Where does James J O'connell Fund operate?
James J O'connell Fund has awarded grants in New Jersey, New York, Texas.
What size grants does James J O'connell Fund award?
In 2024, James J O'connell Fund awarded 10 grants totaling $111K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is James J O'connell Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James J O'connell Fund reported a distributable amount of $175K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James J O'connell Fund's EIN?
James J O'connell Fund's EIN (Employer Identification Number) is 22-6647081. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.