William R Oconnell and Linda P

STOCKBRIDGE, MA EIN: 04-3395911

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BostonCentrevilleChathamGt BarringtonHarwichHatfieldLenoxNew YorkPenn YanPittsfieldStockbridgeWest ChathamYarmouthport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$23K$34K$46K20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K17 grants202020 grants202118 grants20226 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BERKSHIRE BOTANICAL GARDEN$16KCATA$6KLOWER EAST SIDE TENEMENT…$3KTHE FOOD BANK OF WESTERN…$3KELDER SERVICES OF BERKSH…$2KTHE MOUNT$2KCHATHAM ECUMENICAL COUNCIL$1KNORMAN ROCKWELL MUSEUM$1KTHE FAMILY PANTRY OF CAP…$1KBERKSHIRE LYRIC THEATRE$1K

Grant Size Distribution

79 grants across all recorded years

79<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Berkshire Botanical Garden ($16,000), Cata ($6,000), Lower East Side Tenement Museum ($2,500).

RecipientPurposeAmount
LOWER EAST SIDE TENEMENT MUSEUM NEW YORK, NYCOMMUNITY SERVICE$2,500
CHATHAM ECUMENICAL COUNCIL WEST CHATHAM, MACOMMUNITY SERVICE$1,000
NORMAN ROCKWELL MUSEUM STOCKBRIDGE, MACOMMUNITY SERVICE$1,000
BERKSHIRE BOTANICAL GARDEN STOCKBRIDGE, MACOMMUNITY SERVICE$16,000
CHATHAM ORPHEUM THEATER CHATHAM, MACOMMUNITY SERVICE$500
ELDREDGE PUBLIC LIBARY CHATHAM, MACOMMUNITY SERVICE$500
THE FAMILY PANTRY OF CAPE COD HARWICH, MACOMMUNITY SERVICE$1,000
BERKSHIRE LYRIC THEATRE PITTSFIELD, MACOMMUNITY SERVICE$1,000
THE MOUNT LENOX, MACOMMUNITY SERVICE$1,500
STOCKBRIDGE LIBRARY ASSN STOCKBRIDGE, MACOMMUNITY SERVICE$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LINDA P O'CONNELLTrustee
DEBORAH DONOVANTrustee
AMY B BORGLUMTrustee

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 April 2026. Sourced from IRS Form 990-PF filings.

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