William R Oconnell and Linda P
William R Oconnell and Linda P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Stockbridge, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $116K in total assets. In 2024, it awarded 18 grants totaling $40K. Net investment income was $5K.
Key facts about William R Oconnell and Linda P
- EIN
- 04-3395911
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $39,900
- Grants made (2024)
- 18
- Average grant
- $2,217
- Median grant
- $1,000
- New grantees (estimate)
- 11% first-time grantees (2 of 18, 2024)
- Total assets
- $116,234
- Primary geography
- Massachusetts (91% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who William R Oconnell and Linda P funds
By grant dollars, the top recipient states for William R Oconnell and Linda P's 18 itemized 2024 grants were Massachusetts (91%) and New York (9%). The most frequent recipient cities were Stockbridge, MA (4 grants), Pittsfield, MA (3 grants), New York, NY (2 grants) and Chatham, MA (2 grants). None of its 18 grants with a stated purpose were described as general or operating support. Recurring purposes include "Community Service" (18 grants).
Is William R Oconnell and Linda P open to new grantees?
11%
first-time grantees, 2024
In 2024, 2 of 18 grantees (11%) were first-time recipients. First grants averaged $750; repeat grants $2K. How we count
Medians: $750 first-time, $1K repeat.
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with William R Oconnell and Linda P
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$116K
-14.6% YoY
Annual Giving
$40K
+181.0% YoY
Grant Count
18
+200.0% YoY
Avg Grant Size
$2K
-6.3% YoY
About William R Oconnell and Linda P
Based on IRS filings
William R Oconnell and Linda P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Stockbridge, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $116K in total assets. In 2024, it awarded 18 grants totaling $40K. Net investment income was $5K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 18 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $116,234 | $136,143 | $147,860 |
| Revenue | $21,571 | $3,622 | $2,704 |
| Expenses | $41,424 | $15,541 | $31,198 |
| Qualifying Distributions | $39,900 | $14,200 | $30,075 |
| Net Investment Income | $5,047 | $4,017 | $3,462 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
79 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Berkshire Botanical Garden ($16,000), Cata ($6,000), Lower East Side Tenement Museum ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BERKSHIRE BOTANICAL GARDEN Stockbridge, MA | COMMUNITY SERVICE | $16,000 |
| CATA GT Barrington, MA | COMMUNITY SERVICE | $6,000 |
| LOWER EAST SIDE TENEMENT MUSEUM New York, NY | COMMUNITY SERVICE | $2,500 |
| THE FOOD BANK OF WESTERN MASS Hatfield, MA | COMMUNITY SERVICE | $2,500 |
| ELDER SERVICES OF BERKSHIRE COUNTY Pittsfield, MA | COMMUNITY SERVICE | $2,000 |
| THE MOUNT Lenox, MA | COMMUNITY SERVICE | $1,500 |
| CHATHAM ECUMENICAL COUNCIL West Chatham, MA | COMMUNITY SERVICE | $1,000 |
| NORMAN ROCKWELL MUSEUM Stockbridge, MA | COMMUNITY SERVICE | $1,000 |
| THE FAMILY PANTRY OF CAPE COD Harwich, MA | COMMUNITY SERVICE | $1,000 |
| BERKSHIRE LYRIC THEATRE Pittsfield, MA | COMMUNITY SERVICE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Linda P O'Connell | Trustee | — | — |
| Deborah Donovan | Trustee | — | — |
| Amy B Borglum | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William R Oconnell and Linda P?
William R Oconnell and Linda P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Stockbridge, MA. It holds $116K in total assets as of 2024.
How large is William R Oconnell and Linda P?
As of 2024, William R Oconnell and Linda P holds $116K in total assets with $22K in annual revenue. It awarded 18 grants totaling $40K in 2024.
Where does William R Oconnell and Linda P operate?
William R Oconnell and Linda P has awarded grants in Massachusetts, Maryland, New York.
What size grants does William R Oconnell and Linda P award?
In 2024, William R Oconnell and Linda P awarded 18 grants totaling $40K — an average of about $2K per grant, based on its IRS Form 990 filings.
What is William R Oconnell and Linda P's EIN?
William R Oconnell and Linda P's EIN (Employer Identification Number) is 04-3395911. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.