O'Hagan Family Foundation

Foundation · Grantmaker Pennington, NJ EIN: 20-4074178

O'Hagan Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $12.2M in total assets. In 2025, it awarded 4 grants totaling $209K. Net investment income was $1.4M.

Key facts about O'Hagan Family Foundation

In short: O'Hagan Family Foundation gave $209K across 4 grants in 2025 (avg $52K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
20-4074178
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$209,228
Grants made (2025)
4
Average grant
$52,307
Median grant
$37,364
Total assets
$12,160,871
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$12.2M

+3418.9% YoY

Annual Giving

$209K

+150.6% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$52K

+25.3% YoY

Under IRS private-foundation payout rules, O'Hagan Family Foundation reported a distributable amount of $435K for 2025 — the minimum it must pay out in qualifying distributions.

How O'Hagan Family Foundation gives

  • Giving grew 318% from 2022 to 2025. Method
  • In 2025 it paid out 53% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 4 itemized 2025 grant dollars.

States

Cities

JupiterWest Palm BeachIndiantownHobe SoundOkeechobee

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grants20192 grants20202 grants20212 grants20222 grants20232 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Holy Cross Catholic Church: $123KHoly Cross Catholic Church$123KSacred Heart Catholic Church: $43KSacred Heart Catholic Church$43KEl Sol Jupiters Neighborhood Resource Center: $32KEl Sol Jupiters NeighborhoodResource Center$32KSt Peter Catholic Church: $12KSt Peter Catholic Church$12K

Grant Size Distribution

12 grants across all recorded years

10<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
HOLY CROSS CATHOLIC CHURCH Indiantown, FLUNRESTRICTED GENERAL$122,500
SACRED HEART CATHOLIC CHURCH Okeechobee, FLUNRESTRICTED GENERAL$42,728
EL SOL JUPITERS NEIGHBORHOOD RESOURCE CENTER Jupiter, FLUNRESTRICTED GENERAL$32,000
ST PETER CATHOLIC CHURCH Jupiter, FLUNRESTRICTED GENERAL$12,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M2019202020212022202320242025
Metric202520242023
Total Assets$12,160,871$345,588$389,150
Revenue$13,520,889$44,771$27,751
Expenses$261,915$87,880$55,059
Qualifying Distributions$229,456$85,970$52,660
Net Investment Income$1,386,969$43,031$25,481
Distributable Amount$435,445$20,458$22,632

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 3, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 31, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

O'Hagan Family Foundation's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    2 hrs/week

    $6K (2019) → $49K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $49KBank of AmericaTrustee$49K

Frequently asked questions about O'Hagan Family Foundation

How much does O'Hagan Family Foundation give each year?

O'Hagan Family Foundation gave $209K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 2 grants.

What is O'Hagan Family Foundation's typical grant size?

O'Hagan Family Foundation's median grant in 2025 was $37,364, and its average grant was $52,307, across 4 grants on its 2025 IRS Form 990-PF.

Where does O'Hagan Family Foundation give grants?

O'Hagan Family Foundation gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jupiter, FL (2 grants).

Does O'Hagan Family Foundation give general operating support?

Yes: 100% of O'Hagan Family Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is O'Hagan Family Foundation?

O'Hagan Family Foundation reported $12.2M in total assets on its 2025 IRS Form 990-PF. It paid out $229K in qualifying distributions that year, against a required minimum of $435K (roughly 5% of its investment assets).

What is O'Hagan Family Foundation?

O'Hagan Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. It holds $12.2M in total assets as of 2025.

What is O'Hagan Family Foundation's EIN?

O'Hagan Family Foundation's EIN (Employer Identification Number) is 20-4074178. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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