O'neill Family Charitable Trust

NEW YORK, NY EIN: 45-6363482

The O'Neill Family Charitable Trust is a private grantmaking foundation established in December 2011 and based in New York, NY. As a 501(c)(3) organization, the trust operates as a family foundation with a board of trustees and focuses on philanthropic giving across multiple sectors and geographic regions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$8.5M

+58.3% YoY

Grant Count

149

+81.7% YoY

Avg Grant Size

$57K

-12.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust supports a diverse range of philanthropic priorities including:

  • Arts and culture
  • International development
  • Education
  • Environmental initiatives
  • Historic preservation
  • Human services

Recent grant data indicates a broad philanthropic approach rather than concentration in a single sector, with general support grants to recipient organizations.

Grantmaking

The foundation does not accept unsolicited applications. Grants are made by invitation only, and the foundation does not provide a public application process.

Grant Range

$20,000 (median) to $490,000 (maximum)

How to Apply

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Geographic Focus

Where this funder awards grants

The trust supports organizations across the United States, with concentrated giving in:

  • New York
  • Florida
  • Colorado
  • Maine

Funding extends to multiple states including Alabama, California, and Massachusetts.

Grant Distribution by State

20states
+12 more states

Cities

AMHERSTATLANTAAURORABAR HARBORBELMONTBOSTONBREWSTERBRIMINGHAMBROOKLYNCAMBRIDGECHICAGOCODYCOLD SPRING HARBORDALLASDENVERELLSWORTHELMSFORDENGLEWOODJACKSONJACKSONVILLE

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2023:

  • Total Assets: $155,711,374
  • Total Revenue: $66,826,942
  • Total Expenses: $6,319,592
  • Total Liabilities: $0
  • Annual Giving: $5,343,000

Revenue Composition (2023):

  • Total grants and contributions: $65,599,482
  • Investment income and dividends: $3,393,033
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M1 grants20201 grants20211 grants202282 grants2023149 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

COLONIAL WILLIAMSBURG IN…$350KASIAN CULTURAL COUNCIL$300KCOLONIAL WILLIAMSBURG IN…$275KCOMMUNITY FOUNDATION OF …$155KASIAN CULTURAL COUNCIL$150KFAMILY AND CHILDREN'S AS…$135KBUFFALO BILL MEMORIAL$100KCONSERVATION COUNCIL OF …$100KEAST WOODS SCHOOL$100KCONSERVATION COUNCIL OF …$70K

Grant Size Distribution

103 grants across all recorded years

73<$50K7$50–100K14$100–250K6$250–500K$500K–1M2$1–5M1$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The trust is governed by a board of trustees serving without compensation:

  • Peter M. O'Neill
  • George D. O'Neill Jr.
  • Abby O. Caulkins
  • David M. O'Neill
  • Catharine Broderick
  • Wendy H. O'Neill

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PETER M O'NEILLTRUSTEE1
GEORGE D O'NEILL JRTRUSTEE1
ABBY O CAULKINSTRUSTEE1
DAVID M O'NEILLTRUSTEE1
CATHARINE BRODERICKTRUSTEE1
WENDY H O'NEILLTRUSTEE1
KRISTEN O'NEILLTRUSTEE1

Contact Information

Address: PO Box 5016, New York City, NY 10185-5016

Telephone: 212-549-5544

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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