O'brien Foundation

REFUGIO, TX EIN: 74-6062067

O'brien Foundation is a private foundation, based in REFUGIO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $511K in total assets. In 2024, it awarded 13 grants totaling $25K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$511K

-1.0% YoY

Annual Giving

$25K

-3.1% YoY

Grant Count

-13.3% YoY

Avg Grant Size

$2K

+11.8% YoY

Under IRS private-foundation payout rules, O'brien Foundation reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About O'brien Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $122K (100%)

States

Texas

Cities

BeevilleBerclairCorpus ChristiGoliadHoustonRefugioRockportVictoria

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$511,376	$516,291	$527,497
Revenue	$21,276	$15,784	$16,926
Expenses	$25,995	$26,795	$25,830
Qualifying Distributions	$25,000	$25,800	$25,100
Net Investment Income	$12,926	$14,084	$14,026
Distributable Amount	$25,746	$24,638	$25,788

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

74 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Our Lady of Refuge Church ($4,000), Our Lady of Victory Cathedral ($4,000), Beeville Fire Department ($2,500).

Recipient	Purpose	Amount
BEEVILLE FIRE DEPARTMENT BEEVILLE, TX	EQUIPMENT	$2,500
DRISCOLL CHILDREN'S HOSPITAL CORPUS CHRISTI, TX	EQUIPMENT	$1,500
GOOD SAMARITAN MINISTRIES REFUGIO, TX	CLOTHING & FOOD FOR NEEDY	$1,500
HALO FLIGHT CORPUS CHRISTI, TX	RESCUE UNIT	$1,000
HOSPICE OF SOUTH TEXAS VICTORIA, TX	OPERATING EXPENSES	$1,500
IMMACULATE CONCEPTION CHURCH GOLIAD, TX	MISSION SUPPORT	$1,500
OUR LADY OF REFUGE CHURCH REFUGIO, TX	CHURCH BUILDING FUND	$4,000
OUR LADY OF VICTORY CATHEDRAL VICTORIA, TX	MISSION SUPPORT	$4,000
REFUGIO FIRE DEPARTMENT REFUGIO, TX	EQUIPMENT	$2,500
REFUGIO ISD EDUCATION FOUNDATION REFUGIO, TX	OPERATING SUPPORT	$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JAMES RICHARD O'BRIEN	PRESIDENT	—	—
JANEY HARKINS HILLER	VP	—	—
BRIDGET O'BRIEN GAYLE	S/T	—	—

Frequently Asked Questions

How large is O'brien Foundation?

As of 2024, O'brien Foundation holds $511K in total assets with $21K in annual revenue. It awarded 13 grants totaling $25K in 2024.

Where does O'brien Foundation operate?

O'brien Foundation has awarded grants in Texas.

What size grants does O'brien Foundation award?

In 2024, O'brien Foundation awarded 13 grants totaling $25K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is O'brien Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, O'brien Foundation reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.