O'connell Family Foundation Trust
O'connell Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JUAN CAPISTRANO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 11 grants totaling $287K. Net investment income was $8K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+224.8% YoY
Annual Giving
$287K
+73.2% YoY
Grant Count
11
+22.2% YoY
Avg Grant Size
$26K
+41.7% YoY
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.
About O'connell Family Foundation Trust
Based on IRS filings
O'connell Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JUAN CAPISTRANO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 11 grants totaling $287K. Net investment income was $8K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,039,595 | $320,062 | $87,664 |
| Revenue | $1,010,387 | $401,824 | $85,623 |
| Expenses | $290,854 | $169,426 | $412,083 |
| Qualifying Distributions | $288,677 | $167,355 | $410,277 |
| Net Investment Income | $8,210 | — | — |
| Distributable Amount | $17,264 | $4,921 | $11,763 |
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
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Camino Health Center ($70,000), Mission San Juan Capistrano ($50,000), Keala Foundation ($40,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE O'CONNELL | PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is O'connell Family Foundation Trust?
O'connell Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JUAN CAPISTRANO, CA. It holds $1.0M in total assets as of 2024.
How large is O'connell Family Foundation Trust?
As of 2024, O'connell Family Foundation Trust holds $1.0M in total assets with $1.0M in annual revenue. It awarded 11 grants totaling $287K in 2024.
Where does O'connell Family Foundation Trust operate?
O'connell Family Foundation Trust has awarded grants in Arizona, California, Florida, Hawaii, Massachusetts, Pennsylvania, Texas, Washington.
What size grants does O'connell Family Foundation Trust award?
In 2024, O'connell Family Foundation Trust awarded 11 grants totaling $287K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is O'connell Family Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, O'connell Family Foundation Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in O'connell Family Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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