James P O'connor Charitable Trust B Xxxxx6003

CHICAGO, IL EIN: 16-6304252

James P O'connor Charitable Trust B Xxxxx6003 is a private foundation focused on Education, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $573K in total assets. In 2025, it awarded 1 grants totaling $39K. Net investment income was $25K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$573K

-3.3% YoY

Annual Giving

$39K

+11.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$39K

+11.2% YoY

Under IRS private-foundation payout rules, James P O'connor Charitable Trust B Xxxxx6003 reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.

About James P O'connor Charitable Trust B Xxxxx6003

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $186K (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	$573,156	$592,942	$608,893
Revenue	$34,736	$35,127	$45,389
Expenses	$54,519	$50,716	$54,029
Qualifying Distributions	$44,330	$39,916	$43,885
Net Investment Income	$24,736	$24,539	$35,545
Distributable Amount	$48,014	$43,842	$39,644

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 ($38,984).

Recipient	Purpose	Amount
UNIVERSITY OF ROCHESTER ROCHESTER, NY	GENERAL	$38,984

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is James P O'connor Charitable Trust B Xxxxx6003?

James P O'connor Charitable Trust B Xxxxx6003 is a private foundation focused on Education, based in CHICAGO, IL. It holds $573K in total assets as of 2025.

How large is James P O'connor Charitable Trust B Xxxxx6003?

As of 2025, James P O'connor Charitable Trust B Xxxxx6003 holds $573K in total assets with $35K in annual revenue. It awarded 1 grants totaling $39K in 2025.

Where does James P O'connor Charitable Trust B Xxxxx6003 operate?

James P O'connor Charitable Trust B Xxxxx6003 has awarded grants in New York.

What size grants does James P O'connor Charitable Trust B Xxxxx6003 award?

In 2025, James P O'connor Charitable Trust B Xxxxx6003 awarded 1 grants totaling $39K — an average of about $39K per grant, based on its IRS Form 990 filings.

How much is James P O'connor Charitable Trust B Xxxxx6003 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, James P O'connor Charitable Trust B Xxxxx6003 reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James P O'connor Charitable Trust B Xxxxx6003's EIN?

James P O'connor Charitable Trust B Xxxxx6003's EIN (Employer Identification Number) is 16-6304252. IRS Form 990 filing data is available on this page for 2021–2025.