Wilhelmina C O'connor Trust Xxxxx5006

CHICAGO, IL EIN: 16-6024303

Wilhelmina C O'connor Trust Xxxxx5006 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 1 grants totaling $255K. Net investment income was $164K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.8M

-2.9% YoY

Annual Giving

$255K

+11.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$255K

+11.1% YoY

Under IRS private-foundation payout rules, Wilhelmina C O'connor Trust Xxxxx5006 reported a distributable amount of $302K for 2025 — the minimum it must pay out in qualifying distributions.

About Wilhelmina C O'connor Trust Xxxxx5006

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $1.2M (100%)

States

New York

Cities

Rochester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$3,760,373	$3,874,226	$3,960,279
Revenue	$204,297	$207,218	$248,816
Expenses	$318,153	$291,107	$311,877
Qualifying Distributions	$276,674	$249,129	$274,405
Net Investment Income	$164,482	$166,330	$212,729
Distributable Amount	$302,084	$274,697	$247,509

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of Rochester ($254,985).

Recipient	Purpose	Amount
UNIVERSITY OF ROCHESTER ROCHESTER, NY	GENERAL	$254,985

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Wilhelmina C O'connor Trust Xxxxx5006?

As of 2025, Wilhelmina C O'connor Trust Xxxxx5006 holds $3.8M in total assets with $204K in annual revenue. It awarded 1 grants totaling $255K in 2025.

Where does Wilhelmina C O'connor Trust Xxxxx5006 operate?

Wilhelmina C O'connor Trust Xxxxx5006 has awarded grants in New York.

What size grants does Wilhelmina C O'connor Trust Xxxxx5006 award?

In 2025, Wilhelmina C O'connor Trust Xxxxx5006 awarded 1 grants totaling $255K — an average of about $255K per grant, based on its IRS Form 990 filings.

How much is Wilhelmina C O'connor Trust Xxxxx5006 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Wilhelmina C O'connor Trust Xxxxx5006 reported a distributable amount of $302K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wilhelmina C O'connor Trust Xxxxx5006's EIN?

Wilhelmina C O'connor Trust Xxxxx5006's EIN (Employer Identification Number) is 16-6024303. IRS Form 990 filing data is available on this page for 2021–2025.