Pat & Neil O'Brien Foundation
Pat & Neil O'Brien Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $636K in total assets. In 2024, it awarded 18 grants totaling $69K. Net investment income was $152K.
Key facts about Pat & Neil O'Brien Foundation
- EIN
- 75-2860685
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $68,850
- Grants made (2024)
- 18
- Average grant
- $3,825
- Median grant
- $1,750
- New grantees (estimate)
- 17% first-time grantees (3 of 18, 2024)
- Total assets
- $635,610
- Primary geography
- Texas (93% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Pat & Neil O'Brien Foundation funds
By grant dollars, the top recipient states for Pat & Neil O'Brien Foundation's 18 itemized 2024 grants were Texas (93%). The most frequent recipient cities were Dallas, TX (11 grants). None of its 18 grants with a stated purpose were described as general or operating support. Recurring purposes include "For Education" (10 grants).
Is Pat & Neil O'Brien Foundation open to new grantees?
17%
first-time grantees, 2024
In 2024, 3 of 18 grantees (17%) were first-time recipients. First grants averaged $750; repeat grants $4K. How we count
Medians: $1K first-time, $2K repeat.
- 83% of 2024 grantees were also funded in 2023. Method
- Giving grew 28% from 2021 to 2024. Method
- In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Pat & Neil O'Brien Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$636K
+14.2% YoY
Annual Giving
$69K
+25.0% YoY
Grant Count
18
-10.0% YoY
Avg Grant Size
$4K
+38.8% YoY
Under IRS private-foundation payout rules, Pat & Neil O'Brien Foundation reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.
About Pat & Neil O'Brien Foundation
Based on IRS filings
Pat & Neil O'Brien Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $636K in total assets. In 2024, it awarded 18 grants totaling $69K. Net investment income was $152K.
Focus Areas
Ready to take the next step with Pat & Neil O'Brien Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 18 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $635,610 | $556,622 | $561,894 |
| Revenue | $155,554 | $54,004 | $82,166 |
| Expenses | $76,566 | $59,276 | $65,033 |
| Qualifying Distributions | $68,850 | $55,100 | $58,950 |
| Net Investment Income | $152,338 | $51,828 | $79,224 |
| Distributable Amount | $72,461 | $58,522 | $58,856 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
111 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include The Catholic Foundation ($23,000), Christ the King Church ($11,500), Notre Dame Special Schools ($7,500).
| Recipient | Purpose | Amount |
|---|---|---|
| THE CATHOLIC FOUNDATION Dallas, TX | FOR EDUCATION AND RELIGION | $23,000 |
| CHRIST THE KING CHURCH Dallas, TX | FOR RELIGION | $11,500 |
| NOTRE DAME SPECIAL SCHOOLS Dallas, TX | FOR EDUCATION | $7,500 |
| MY POSSIBILITIES Plano, TX | FOR THE HANDICAPPED | $6,500 |
| CATHOLIC CHARITIES OF DALLAS Dallas, TX | FOR WELFARE | $3,000 |
| JESUIT COLLEGE PREPARATORY SCHOOL Dallas, TX | FOR EDUCATION | $3,000 |
| URSULINE ACADEMY OF DALLAS Dallas, TX | FOR EDUCATION | $3,000 |
| CRISTO REY Dallas, TX | FOR EDUCATION | $2,250 |
| HIGH HOPES FOUNDATION Nashua, NH | FOR HEALTH | $2,000 |
| THE COOPER INSTITUTE Dallas, TX | FOR HEALTHCARE | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Rick J O'Brien | President | — | — |
| Cynthia O Robinson | Vice President | — | — |
| Lauretta O Todd | Vice President | — | — |
| Scot W O'Brien | Secretary/Treasurer | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Pat & Neil O'Brien Foundation?
Pat & Neil O'Brien Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. It holds $636K in total assets as of 2024.
How large is Pat & Neil O'Brien Foundation?
As of 2024, Pat & Neil O'Brien Foundation holds $636K in total assets with $156K in annual revenue. It awarded 18 grants totaling $69K in 2024.
Where does Pat & Neil O'Brien Foundation operate?
Pat & Neil O'Brien Foundation has awarded grants in Arkansas, District of Columbia, Indiana, Louisiana, Missouri, North Carolina, New Hampshire, New York, Tennessee, Texas, Virginia.
What size grants does Pat & Neil O'Brien Foundation award?
In 2024, Pat & Neil O'Brien Foundation awarded 18 grants totaling $69K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Pat & Neil O'Brien Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Pat & Neil O'Brien Foundation reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Pat & Neil O'Brien Foundation's EIN?
Pat & Neil O'Brien Foundation's EIN (Employer Identification Number) is 75-2860685. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.