Roger and Sheron O'connell Family

MERCER ISLAND, WA EIN: 20-3499847

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

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

Ready to take the next step with Roger and Sheron O'connell Family?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BellevueBoiseIndioKetchumLadysmithLos AngelesOrlandoSammamishSeattleSpokane

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$320K$640K$960K$1M2020202120222023
Metric202320222021
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

$0$288K$576K$863K$1M16 grants20201 grants20211 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

ROGER AND SHERON O'CONNE…$1.2M

Grant Size Distribution

19 grants across all recorded years

16<$50K2$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
CORY ACACIAPROGRAM DIRE1
ROGER J O'CONNELLPRESIDENT, D1
SHANE O'CONNELLSECRETARY, T1
SHERON O'CONNELLPROGRAM DIRE1

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.

What could you do with Roger and Sheron O'connell Family on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities