O'Neill Family Charitable Trust
O'Neill Family Charitable Trust is a private foundation based in New York, NY. Its 2024 filing reports grants to charitable organizations in fields including education, arts and culture, health, research, historic preservation, and environmental or international work, as reflected in the grantees and their stated missions.
Key facts about O'Neill Family Charitable Trust
In short: O'Neill Family Charitable Trust gave $8.5M across 149 grants in 2024 (avg $57K), top state New York. Source: 2024 IRS Form 990-PF.
- EIN
- 45-6363482
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $8,460,000
- Grants made (2024)
- 149
- Average grant
- $56,779
- Median grant
- $20,000
- Total assets
- $153,762,094
- Primary geography
- New York (48% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$153.8M
-1.3% YoY
Annual Giving
$8.5M
+58.3% YoY
Grant Count
149
+81.7% YoY
Avg Grant Size
$57K
-12.9% YoY
Under IRS private-foundation payout rules, O'Neill Family Charitable Trust reported a distributable amount of $8.8M for 2024 — the minimum it must pay out in qualifying distributions.
How O'Neill Family Charitable Trust gives
- 54% of 2024 grantees were also funded in 2023. Method
- Giving grew 99% from 2021 to 2024. Method
- In 2024 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grants include support for organizations whose missions span several areas. For example, Hampshire College says its mission is to foster learning, inquiry, and ethical citizenship; the Asian Cultural Council describes its work as deepening international dialogue through cultural exchange; and Memorial Sloan-Kettering Cancer Center states that it works in cancer prevention, treatment, research, and education. The Rockefeller University describes itself as a biomedical and scientific research and graduate education center.
Grantmaking
In 2024, the trust reported 149 grants totaling $8,460,000. Grants ranged from $3,000 to $500,000, with a median of $20,000. The largest grants included $500,000 to Grand Teton National Park, $400,000 to Winrock International, $350,000 each to Colonial Williamsburg Income Transfer Account and Hampshire College Trustees, and $300,000 each to Asian Cultural Council and International House. These grants were reported for general support.
Other notable 2024 grants included $260,000 to Memorial Sloan-Kettering Cancer Center, $250,000 to New York-Presbyterian Fund, $230,000 to Rockefeller University, $219,000 to Rockefeller Brothers Fund, and $210,000 to Metropolitan Museum of Art.
How to Apply
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with O'Neill Family Charitable Trust?
Geographic Focus
Where this funder awards grants
In 2024, New York recipients accounted for 48% of grant dollars. Virginia, Massachusetts, and Wyoming each accounted for 8%, and Florida accounted for 7%.
Grant Distribution by State
Share of 2024 grant dollars across all 149 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3.7M (2020) to $8.5M (2024). In 2024 it made 149 grants totaling $8.5M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Colonial Williamsburg Income Transfer Account ($645K across 3 grants). Together the top 10 received $3.9M.
Grant Size Distribution
234 grants across all recorded years
The most common grant size was under $50K: 162 grants of 234 (69%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Grand Teton National Park Moose, WY | General Support | $500,000 |
| Winrock International Little Rock, AR | General Support | $400,000 |
| Colonial Williamsburg Income Transfer Account Williamsburg, VA | General Support | $350,000 |
| Hampshire College Trustees Amherst, MA | General Support | $350,000 |
| Asian Cultural Council New York, NY | General Support | $300,000 |
| International House New York, NY | General Support | $300,000 |
| Colonial Williamsburg Income Transfer Account Williamsburg, VA | General Support | $275,000 |
| Wnet Depository New York, NY | General Support | $265,000 |
| Memorial Sloan-Kettering Cancer Center New York, NY | General Support | $260,000 |
| St Mark's School of Dallas, TX | General Support | $255,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $153,762,094 | $7,704,759 | $9,731,126 | $8,460,000 | 149 |
| 2023 | $155,711,374 | $66,826,942 | $6,319,592 | $5,343,000 | 82 |
| 2022 | $95,740,923 | $4,052,668 | $6,117,252 | $5,399,000 | 1 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $153,762,094 | $155,711,374 | $95,740,923 |
| Revenue | $7,704,759 | $66,826,942 | $4,052,668 |
| Expenses | $9,731,126 | $6,319,592 | $6,117,252 |
| Qualifying Distributions | $8,649,731 | $5,528,219 | $5,532,611 |
| Net Investment Income | $6,725,169 | $2,676,179 | $1,553,099 |
| Distributable Amount | $8,839,932 | $6,002,705 | $4,847,803 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists these trustees: Peter M. O'Neill, George D. O'Neill Jr., Abby O. Caulkins, David M. O'Neill, Catharine Broderick, Wendy H. O'Neill, and Kristen O'Neill.
O'Neill Family Charitable Trust's 2024 filing lists 7 officers; none of the 7 officers listed in 2024 report compensation.
Officers on the 2024 filing
Abby O. Caulkins
Trustee
On filings since 2020
1 hr/week
No compensation reported
Catharine Broderick
Trustee
On filings since 2020
1 hr/week
No compensation reported
David M. O'Neill
Trustee
On filings since 2020
1 hr/week
No compensation reported
George D. O'Neill Jr.
Trustee
On filings since 2020
1 hr/week
No compensation reported
Peter M. O'Neill
Trustee
On filings since 2020
1 hr/week
No compensation reported
Wendy H. O'Neill
Trustee
On filings since 2020
1 hr/week
No compensation reported
Kristen O'Neill
Trustee
New on the 2024 filing
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.
Contact
Mailing address: Rtc Na PO Box 5016, New York, NY 10185-5016
Phone: (212) 549-5544
Frequently asked questions about O'Neill Family Charitable Trust
How much does O'Neill Family Charitable Trust give each year?
O'Neill Family Charitable Trust gave $8.5M across 149 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5.3M across 82 grants.
What is O'Neill Family Charitable Trust's typical grant size?
O'Neill Family Charitable Trust's median grant in 2024 was $20,000, and its average grant was $56,779, across 149 grants on its 2024 IRS Form 990-PF.
Where does O'Neill Family Charitable Trust give grants?
O'Neill Family Charitable Trust's top state is New York, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Virginia (8%) and Massachusetts (8%). The most frequent recipient cities were New York, NY (39 grants), Denver, CO (11 grants), Washington, DC (8 grants) and Lake Wales, FL (6 grants).
Does O'Neill Family Charitable Trust give general operating support?
Yes: 100% of O'Neill Family Charitable Trust's 2024 grants with a stated purpose (149 of 149) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are O'Neill Family Charitable Trust's largest grantees?
O'Neill Family Charitable Trust's largest 2024 grantees include Colonial Williamsburg Income Transfer Account ($645,000 across 3 grants), Grand Teton National Park ($510,000 across 2 grants) and Asian Cultural Council ($470,000 across 3 grants), according to its 2024 IRS Form 990-PF. Together they received 19% of its itemized 2024 grant dollars.
How large is O'Neill Family Charitable Trust?
O'Neill Family Charitable Trust reported $153.8M in total assets on its 2024 IRS Form 990-PF. It paid out $8.6M in qualifying distributions that year, against a required minimum of $8.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does O'Neill Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grants include support for organizations whose missions span several areas. See mission & focus areas ↑
How do I apply for a grant from O'Neill Family Charitable Trust?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is O'Neill Family Charitable Trust's EIN?
O'Neill Family Charitable Trust's EIN (Employer Identification Number) is 45-6363482. IRS Form 990 filing data is available on this page for 2020–2024.
Does O'Neill Family Charitable 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 October 2026.
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