O'Connell Family Foundation Trust
O'Connell Family Foundation Trust is a private foundation based in San Juan Capistrano, California. Its 2024 filing reports grants to charitable organizations, with recipients in California, Hawaii, Arizona, and Pennsylvania.
O'Connell Family Foundation Trust at a glance
In short: O'Connell Family Foundation Trust gave $287K across 11 grants in 2024 (avg $26K), mostly in California. 36% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $286,500
- +73.2% vs 2023
- Grants made (2024)
- 11
- +22.2% vs 2023
- Average grant
- $26,045
- +41.7% vs 2023
- Median grant
- $25,000
- Total assets
- $1,039,595
- +224.8% vs 2023
- New grantees (estimate)
- 36% first-time grantees (4 of 11, 2024; small sample)
- Primary geography
- California (75% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to O'Connell Family Foundation Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 30882 Steeplechase, San Juan Capistrano, CA 92675
Phone: (949) 589-2007
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who O'Connell Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Camino Health Center ($70K). Together the top 10 received $282K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 42 grants of 55 (76%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars were distributed among recipients in California (75%), Hawaii (14%), Arizona (9%), and Pennsylvania (2%).
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Is O'Connell Family Foundation Trust open to new grantees?
36%
first-time grantees, 2024
In 2024, 4 of 11 grantees (36%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $33K; repeat grants $22K. How we count
Medians: $28K first-time, $25K repeat.
- 45% of 2024 grantees were also funded in 2023. Method
- Giving fell 71% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $165K (2023) to $982K (2021). In 2024 it made 11 grants totaling $287K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Camino Health Center San Juan Capistrano, CA | General Support | $70,000 |
| Mission San Juan Capistrano San Juan Capistrano, CA | General Support | $50,000 |
| Keala Foundation Lawai, HI | General Support | $40,000 |
| Mission Basilica San Juan Capistrano San Juan Capistrano, CA | General Support | $25,000 |
| The Shea Center San Juan Capistrano, CA | General Support | $25,000 |
| Child Help USA Scottsdale, AZ | General Support | $25,000 |
| Heart of Jesus Retreat Center Santa Ana, CA | General Support | $25,000 |
| Canine Companions for Independence Oceanside, CA | General Support | $10,000 |
| Reins of Life Landenberg, PA | General Support | $6,500 |
| Association of Orange County Deputy Sheriffs Santa Ana, CA | General Support | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,039,595 | $1,010,387 | $290,854 | $286,500 | 11 | $288,677 | $8,210 | $17,264 |
| 2023 | $320,062 | $401,824 | $169,426 | $165,400 | 9 | $167,355 | — | $4,921 |
| 2022 | $87,664 | $85,623 | $412,083 | $408,500 | 14 | $410,277 | — | $11,763 |
| 2021 | $414,124 | $801,306 | $985,718 | $982,333 | 12 | $984,025 | — | $16,696 |
| 2020 | $598,536 | $401,856 | $619,063 | $619,000 | 9 | — | $1,856 | $20,973 |
Under IRS private-foundation payout rules, O'Connell Family Foundation Trust reported a distributable amount of $17K for 2024 — 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 2024 grants included support for a health center, religious organizations, a retreat center, organizations serving children and people with disabilities, and a rescue organization.
Camino Health Center describes its mission as improving the health of underserved people in South Orange County through affordable, quality primary care. Canine Companions for Independence says it enhances the lives of people with disabilities by providing trained service dogs and ongoing support at no cost to clients. Reins of Life describes its mission as providing therapeutic horseback riding to children with special needs.
Grantmaking
In 2024, the foundation reported 11 grants totaling $286,500. Grants ranged from $5,000 to $70,000, with a median grant of $25,000. All 11 listed grants were designated for general support.
Notable 2024 grants included $70,000 to Camino Health Center, $50,000 to Mission San Juan Capistrano, $40,000 to Keala Foundation, and $25,000 each to Mission Basilica San Juan Capistrano, The Shea Center, Child Help USA, and Heart of Jesus Retreat Center. Other grants included $10,000 to Canine Companions for Independence, $6,500 to Reins of Life, and $5,000 each to Association of Orange County Deputy Sheriffs and Unconditional Rescue.
Leadership & Key People
Leadership team and compensation from IRS filings
George O’Connell was listed as president on the 2024 filing.
O'Connell Family Foundation Trust is led by George O'Connell, President on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
George O'Connell
President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 O'Connell Family Foundation Trust
How much does O'Connell Family Foundation Trust give each year?
O'Connell Family Foundation Trust gave $287K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $165K across 9 grants.
What is O'Connell Family Foundation Trust's typical grant size?
O'Connell Family Foundation Trust's median grant in 2024 was $25,000, and its average grant was $26,045, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from O'Connell Family Foundation Trust that year got $33K on average.
Where does O'Connell Family Foundation Trust give grants?
O'Connell Family Foundation Trust gives mostly in California: 75% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Hawaii (14%) and Arizona (9%). The most frequent recipient cities were San Juan Capistrano, CA (4 grants) and Santa Ana, CA (2 grants).
Does O'Connell Family Foundation Trust give general operating support?
Yes: 100% of O'Connell Family Foundation Trust's 2024 grants with a stated purpose (11 of 11) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are O'Connell Family Foundation Trust's largest grantees?
O'Connell Family Foundation Trust's largest 2024 grantees include Camino Health Center ($70,000), Mission San Juan Capistrano ($50,000) and Keala Foundation ($40,000), according to its 2024 IRS Form 990-PF. Together they received 56% of its itemized 2024 grant dollars.
How large is O'Connell Family Foundation Trust?
O'Connell Family Foundation Trust reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $289K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).
What does O'Connell Family Foundation Trust fund?
No mission statement for the foundation is provided. Its 2024 grants included support for a health center, religious organizations, a retreat center, organizations serving children and people with disabilities, and a rescue organization. See mission & focus areas ↑
How do I apply for a grant from O'Connell Family Foundation Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is O'Connell Family Foundation Trust's EIN?
O'Connell Family Foundation Trust's EIN (Employer Identification Number) is 47-6265357. IRS Form 990 filing data is available on this page for 2020–2024.
Does O'Connell Family Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). O'Connell Family Foundation Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/o-connell-family-foundation-trust-morg_8a49b8edb43946d2bb03d739d2828c4b
BibTeX
@misc{grantable_476265357_2026,
author = {{Grantable}},
title = {{O'Connell Family Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/o-connell-family-foundation-trust-morg_8a49b8edb43946d2bb03d739d2828c4b},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from O'Connell Family Foundation Trust'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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