The William F Connell Charitable Trust
The William F Connell Charitable Trust is a private family foundation established in 1986 in Massachusetts. Based in Boston, MA, the trust operates as a 501(c)(3) organization and has been tax-exempt since March 1987.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$30.1M
+1.3% YoY
Annual Giving
$1.2M
+1179.5% YoY
Grant Count
23
+76.9% YoY
Avg Grant Size
$53K
+623.2% YoY
Mission & Focus Areas
The trust's grantmaking focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation prioritizes funding in these areas with particular emphasis on education-related initiatives and STEM education support.
Grantmaking
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in:
- Massachusetts
- New Hampshire
- Virginia
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Fiscal Year (2024):
- Total Assets: $30,065,410
- Revenue: $1,369,508
- Expenses: $1,398,736
- Net Income: -$29,228
- Total Liabilities: $35
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $30,065,445 | $29,694,186 | $2,207,271 |
| Revenue | $1,369,508 | $31,470,222 | $6,265 |
| Expenses | $1,398,736 | $95,222 | $103,367 |
| Qualifying Distributions | $1,215,491 | $95,000 | $100,000 |
| Net Investment Income | $1,355,314 | $9,808,304 | $42,131 |
| Distributable Amount | $1,729,939 | $789,400 | $144,651 |
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
84 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Key trustees include:
- Monica C Healey
- Lisa T McNamea
- Courtenay E Connell
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MONICA C HEALEY | TRUSTEE | — | — |
| LISA T MCNAMARA | TRUSTEE | — | — |
| COURTENAY E CONNELL | TRUSTEE | — | — |
| WILLIAM C CONNELL | TRUSTEE | — | — |
| TERENCE A CONNELL | TRUSTEE | — | — |
| TIMOTHY P CONNELL | TRUSTEE | — | — |
Contact Information
Address: Lynch Fink, 6 Beacon St 415, Boston, MA 02108
Phone: 617-951-0800
EIN: 22-2778156
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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