Roger and Sheron O'Connell Family Foundation
Roger and Sheron O'Connell Family Foundation is a private foundation focused on Education, based in Mercer Island, WA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $1.2M. Net investment income was $25K.
Roger and Sheron O'Connell Family Foundation at a glance
In short: Roger and Sheron O'Connell Family Foundation gave $1.2M across 1 grant in 2023 (avg $1.2M), mostly in Florida. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $1,151,174
- +1741.9% vs 2022
- Grants made (2023)
- 1
- +0.0% vs 2022
- Average grant
- $1,151,174
- +1741.9% vs 2022
- Median grant
- $1,151,174
- Primary geography
- Florida (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Roger and Sheron O'Connell Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Roger and Sheron O'Connell DAF Schwab Charitable ($1.2M).
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 16 grants of 19 (84%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
Cities
How Roger and Sheron O'Connell Family Foundation gives
- Giving grew 3442% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $33K (2020) to $1.2M (2023). In 2023 it made 1 grant totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Roger and Sheron O'Connell DAF Schwab Charitable Orlando, FL | Dissolution of Foundation | $1,151,174 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $51,234 | $1,163,824 | $1,151,174 | 1 | $1,151,174 | $24,976 | $4,219 |
| 2022 | $1,112,590 | $104,688 | $80,345 | $62,500 | 1 | $65,512 | $52,251 | $60,635 |
| 2021 | $1,090,235 | $114,267 | $57,665 | $51,189 | 1 | $53,076 | $109,677 | $59,357 |
| 2020 | $986,983 | $77,357 | $57,113 | $32,500 | 16 | — | $44,038 | $52,126 |
Under IRS private-foundation payout rules, Roger and Sheron O'Connell Family Foundation reported a distributable amount of $4K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roger and Sheron O'Connell Family Foundation is led by Roger J. O'Connell, President & D since 2023 (on filings since 2020); 1 of 5 officers listed in 2023 is compensated.
Officers on the 2023 filing
Roger J. O'Connell
President & D
President & Director → President & D, 2023
On filings since 2020
1 hr/week
No compensation reported
Northwest Trustee & Management Servi Ces
Trustee
On filings since 2022
1 hr/week
$6K (2022) → $9K (2023)
Cory Acacia
Program Director
On filings since 2020
1 hr/week
No compensation reported
Sheron O'Connell
Program Director
Program Director & Director → Program Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Shane O'Connell
Secretary & T
Secretary & Treasurer → Secretary & T, 2023
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Nw Trustee Mangement Services (2021) — Trustee
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $9K, to Northwest Trustee & Management Servi CES (Trustee).
Frequently asked questions about Roger and Sheron O'Connell Family Foundation
How much does Roger and Sheron O'Connell Family Foundation give each year?
Roger and Sheron O'Connell Family Foundation gave $1.2M across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $63K across 1 grant.
What is Roger and Sheron O'Connell Family Foundation?
Roger and Sheron O'Connell Family Foundation is a private foundation focused on Education, based in Mercer Island, WA.
Where does Roger and Sheron O'Connell Family Foundation operate?
Roger and Sheron O'Connell Family Foundation has awarded grants in California, Florida, Idaho, Washington, Wisconsin.
How much is Roger and Sheron O'Connell Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Roger and Sheron O'Connell Family Foundation reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roger and Sheron O'Connell Family Foundation's EIN?
Roger and Sheron O'Connell Family Foundation's EIN (Employer Identification Number) is 20-3499847. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 5, 2024)
- IRS filings on file for fiscal years 2020–2023
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Figures come from Roger and Sheron O'Connell Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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