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Private Foundation · CA · Private Grantmaking Foundations

Oconnell Fam Foundation Tr

San Juan Capo, CA  ·  EIN 476265357  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$1.0M

Total Giving

$574K

Grants on File

23

Average Grant

$25K

Giving Radius

Where Oconnell Fam Foundation Tr Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — $500K across 16 grants CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — $10K across 1 grant GA — no grants on file HI — $55K across 2 grants IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — $5K across 1 grant MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — $3K across 1 grant RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — $900 across 2 grants UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 17 recipients across 6 states. Top concentrations: SAN JUAN CAPISTRANO ($305K, 9 grants), SANTA ROSA ($65K, 1 grant), LAWAI ($55K, 2 grants), MISSION VIEJO ($50K, 1 grant), SANTA ANA ($50K, 2 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Jserra Catholic High School $50K 2022
Providence Mission Hospital Foundation $50K 2022
Sisters of the Sacred Heart $500 2022
Shriners Hospitals for Children $10K 2022
Open Space Foundation San Juan Capistrano $5K 2022
The Shea Center $75K 2022
Surfers Healing $25K 2022
Reins of Life $3K 2022
Otra Mas $10K 2022
Mission Basilica San Juan Capistrano $60K 2022
Keala Foundationultimate Hawaiian Trail Run Foundation $20K 2022
Heart of Jesus Retreat Center $25K 2022
Canine Companions for Independence $65K 2022
Back Bay Therapeutic Riding Club $10K 2022
The Shea Center $25K 2023
Surfers Healing Foundation INC $10K 2023
Sisters of the Sacred Heart $400 2023
Mission Preservation Foundation $35K 2023
Keala Foundationultimate Hawaiian Trail Run Foundation $35K 2023
Mission Basilica San Juan Capistrano $20K 2023
Heart of Jesus Retreat Center $25K 2023
Feline Rescue Society $5K 2023
Canine Companions for Independence $10K 2023

23 grants total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $320K $5K $402K $169K
2022 $88K $12K $86K $412K
2021 $414K $17K $801K $986K
2020 $599K $21K $402K $619K
2019 $816K $24K $335K $595K
2015 $220K $8K $401K $465K
2014 $285K $8K $401K $461K
2013 $345K $8K $418K $498K
2012 $426K $17K $405K $623K
2011 $643K $21K $497K $466K

Section VII

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