The Donald and Carol O'Connell Family
The Donald and Carol O'Connell Family is a private foundation, based in Flat Rock, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $927K in total assets. In 2025, it awarded 3 grants totaling $60K. Net investment income was $91K.
The Donald and Carol O'Connell Family at a glance
In short: The Donald and Carol O'Connell Family gave $60K across 3 grants in 2025 (avg $20K), top state Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,000
- +0.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $20,000
- +0.0% vs 2024
- Median grant
- $20,000
- Total assets
- $927,005
- +1.9% vs 2024
- Primary geography
- Florida (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Donald and Carol O'Connell Family funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Children & Family Resources Center ($20K). Together the top 3 received $60K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Donald and Carol O'Connell Family gives
- Giving grew 50% from 2022 to 2025. Method
- In 2025 it paid out 107% of 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 2025, annual grant giving ranged from $40K (2020) to $85K (2021). In 2025 it made 3 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children & Family Resources Center Tallahassee, FL | To help provide the community with access to needed resources and support by expanding the variety of resources that are available to help those families in need. | $20,000 |
| MJC Legacy Foundation Harleysville, PA | To support boys and girls who have an extreme passion to play basketball. | $20,000 |
| American Cancer Society Hagerstown, MD | To improve the lives of people with cancer and their families. | $20,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $927,005 | $106,012 | $89,111 | $60,000 | 3 | $60,000 | $90,533 | $56,319 |
| 2024 | $910,104 | $85,351 | $85,643 | $60,000 | 3 | $60,000 | $70,614 | $55,906 |
| 2023 | $910,396 | $46,445 | $103,483 | $80,000 | 4 | $80,000 | $32,462 | $54,007 |
| 2022 | $967,434 | $48,959 | $67,066 | $40,000 | 2 | $40,000 | $33,594 | $56,486 |
| 2021 | $985,541 | $86,356 | $135,545 | $84,740 | 4 | $84,740 | $70,409 | $61,003 |
| 2020 | $1,034,730 | $16,988 | $60,370 | $40,000 | 2 | — | $10,443 | $57,117 |
Under IRS private-foundation payout rules, The Donald and Carol O'Connell Family reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Donald and Carol O'Connell Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carol A. O'Connell
Trustee
On filings since 2020
1 hr/week
No compensation reported
Lisa A. Schneider Esq.
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Donald and Carol O'Connell Family
How much does The Donald and Carol O'Connell Family give each year?
The Donald and Carol O'Connell Family gave $60K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 3 grants.
What is The Donald and Carol O'Connell Family's typical grant size?
The Donald and Carol O'Connell Family's median grant in 2025 was $20,000, and its average grant was $20,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Donald and Carol O'Connell Family give grants?
The Donald and Carol O'Connell Family's top state is Florida, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Pennsylvania (33%) and Maryland (33%).
Does The Donald and Carol O'Connell Family give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Donald and Carol O'Connell Family's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Donald and Carol O'Connell Family?
The Donald and Carol O'Connell Family reported $927K in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets).
What is The Donald and Carol O'Connell Family's EIN?
The Donald and Carol O'Connell Family's EIN (Employer Identification Number) is 30-6507749. IRS Form 990 filing data is available on this page for 2020–2025.
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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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