Roger and Sheron O'connell Family 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 grants totaling $1.2M. Net investment income was $25K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$1.2M
+1741.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.2M
+1741.9% YoY
Under IRS private-foundation payout rules, Roger and Sheron O'connell Family reported a distributable amount of $4K for 2023 — the minimum it must pay out in qualifying distributions.
About Roger and Sheron O'connell Family
Based on IRS filings
Roger and Sheron O'connell Family 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 grants totaling $1.2M. Net investment income was $25K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $1,112,590 | $1,090,235 |
| Revenue | $51,234 | $104,688 | $114,267 |
| Expenses | $1,163,824 | $80,345 | $57,665 |
| Qualifying Distributions | $1,151,174 | $65,512 | $53,076 |
| Net Investment Income | $24,976 | $52,251 | $109,677 |
| Distributable Amount | $4,219 | $60,635 | $59,357 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Roger and Sheron O'connell Daf ($1,151,174).
| Recipient | Purpose | Amount |
|---|---|---|
| ROGER AND SHERON O'CONNELL DAF ORLANDO, FL | DISSOLUTION OF FOUNDATION | $1,151,174 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CORY ACACIA | PROGRAM DIRE | 1 | — |
| ROGER J O'CONNELL | PRESIDENT, D | 1 | — |
| SHANE O'CONNELL | SECRETARY, T | 1 | — |
| SHERON O'CONNELL | PROGRAM DIRE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Roger and Sheron O'connell Family?
Roger and Sheron O'connell Family is a private foundation focused on Education, based in MERCER ISLAND, WA. It holds — in total assets as of 2023.
Where does Roger and Sheron O'connell Family operate?
Roger and Sheron O'connell Family has awarded grants in California, Florida, Idaho, Washington, Wisconsin.
What size grants does Roger and Sheron O'connell Family award?
In 2023, Roger and Sheron O'connell Family awarded 1 grants totaling $1.2M — an average of about $1.2M per grant, based on its IRS Form 990 filings.
How much is Roger and Sheron O'connell Family 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 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's EIN?
Roger and Sheron O'connell Family's EIN (Employer Identification Number) is 20-3499847. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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