OCONNELL FAM FOUNDATION TR

Cite this

Plain text OCONNELL FAM FOUNDATION TR. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/oconnell-fam-foundation-tr-476265357. Retrieved 2026-10-26.

APA furp.org. (n.d.). OCONNELL FAM FOUNDATION TR [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 26, 2026, from https://furp.org/org/oconnell-fam-foundation-tr-476265357

MLA “OCONNELL FAM FOUNDATION TR.” furp.org, tax years 2011–2024, https://furp.org/org/oconnell-fam-foundation-tr-476265357. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $1.0M · expenses $291K · assets $1.0M

EIN
47-6265357
Address
30882 STEEPLECHASE DR, SAN JUAN CAPO, CA 92675-1926
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
February 2005 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 1 person listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
George O'Connell PRESIDENT2011-2024 1 $0 reported 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL PRESIDENT1 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL PRESIDENT1 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL PRESIDENT1 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL PRESIDENT1 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL PRESIDENT1 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL PRESIDENT1 $0-$0 $01
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL President1 $0-- $01
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL President1 $0-- $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL President1 $0-- $01
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL President1 $0-- $01
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL President1 $0-- $01
2013 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL President1 $0-- $01
2012 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL President1 $0-- $01
2011 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE O'CONNELL President1 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 11 grants to organizations · $286K
2023 · 9 grants to organizations · $165K
2022 · 14 grants to organizations · $408K
2021 · 12 grants to organizations · $982K
2020 · 9 grants to organizations · $619K
2019 · 11 grants to organizations · $592K
2018 · 0 grants to organizations · $0 · 9 grants to individuals · $349K
2017 · 0 grants to organizations · $0 · 10 grants to individuals · $415K
2016 · 0 grants to organizations · $0 · 13 grants to individuals · $376K
2015 · 0 grants to organizations · $0 · 18 grants to individuals · $464K
2014 · 0 grants to organizations · $0 · 18 grants to individuals · $459K
2013 · 0 grants to organizations · $0 · 18 grants to individuals · $497K
2012 · 0 grants to organizations · $0 · 15 grants to individuals · $622K
2011 · 0 grants to organizations · $0 · 18 grants to individuals · $464K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Organization or other SAN JUAN CAPISTRANO, CA $1,000,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Organization or other SAN JUAN CAPISTRANO, CA $400,000- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $85K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Organization or other SAN JUAN CAPISTRANO, CA $85,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $800K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Organization or other SAN JUAN CAPISTRANO, CA $800,000- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Organization or other SAN JUAN CAPISTRANO, CA $400,000- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $332K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Organization or other SAN JUAN CAPISTRANO, CA $331,599- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $800K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Person SAN JUAN CAPISTRANO, CA $800,000- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $800K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Person SAN JUAN CAPISTRANO, CA $800,000- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Person SAN JUAN CAPISTRANO, CA $400,000- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Person SAN JUAN CAPISTRANO, CA $400,000- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Person SAN JUAN CAPISTRANO, CA $400,000- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Person $400,000- Form 990PF Sch. B, 2013 · filing
2012 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Person SAN JUAN CAPISTRANO, CA $400,000- Form 990PF Sch. B, 2012 · filing
2011 · 1 contributor · $490K
#ContributorTypeCity, stateTotalNoncashSource
1 GEORGE O'CONNELL Person SAN JUAN CAPISTRANO, CA $490,000- Form 990PF Sch. B, 2011 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,010,387$290,854 $1,039,595$1,039,595 $1,000,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$401,824$169,426 $320,062$320,062 $400,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$85,623$412,083 $87,664$87,664 $85,000- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$801,306$985,718 $414,124$414,124 $800,000- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$401,856$619,063 $598,536$598,536 $400,000- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$335,040$594,595 $815,743$815,743 $331,599- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$802,125$353,175 $1,075,298$1,075,298 $800,000- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$800,527$417,969 $626,348$626,348 $800,000- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$400,544$377,160 $243,790$243,790 $400,000- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$400,739$465,164 $220,406$220,406 $400,000- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$400,931$461,416 $284,831$284,831 $400,000- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$417,964$498,347 $345,316$345,316 $400,000- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$405,444$623,088 $425,699$425,699 -- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$496,606$466,184 $643,343$643,343 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CONNELLY FAMILY FOUNDATIONCAT20 $1,037,166$469,540 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
TU FOUNDATIONCAT20 $929,031$3,395,950 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state, similar name
JM FOUNDATIONCAT20 $1,045,741$66,555 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ABRAHAM FAMILY FOUNDATIONCAT20 $946,674$1,325,275 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
KATZ FAMILY FOUNDATIONCAT20 $1,013,087$1,045,122 PRESIDENT, CFO (TROUGH 3/28/2025)$0 Same NTEE code T20, revenue within 2x, same state
THE OLD OAK FOUNDATIONCAT20 $1,044,661$1,161,773 DIRECTOR, PRESIDENT, CEO$0 Same NTEE code T20, revenue within 2x, same state
MIAO FAMILY FOUNDATIONCAT20 $953,536$364,256 Founder$0 Same NTEE code T20, revenue within 2x, same state
DRISCOLL FAMILY FOUNDATIONCAT20 $1,042,885$216,916 Treasurer/Secretary$542,491 Same NTEE code T20, revenue within 2x, same state
PHS FOUNDATIONCAT20 $1,003,072$14,707 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
AED FOUNDATIONCAT20 $1,023,295$201,277 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
SKB FOUNDATIONCAT20 $1,096,898$494,697 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
MIZEL FAMILY FOUNDATIONCAT20 $953,736$512,213 PRESIDENT & DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
KARAKORAM FAMILY FOUNDATIONCAT20 $1,079,714$789,878 PRESIDENT AND TREASURER$0 Same NTEE code T20, revenue within 2x, same state
FOX FAMILY KALB FOUNDATIONCAT20 $1,039,364$4,361,319 EXECUTIVE DIRECTOR$256,526 Same NTEE code T20, revenue within 2x, same state
CALDWELL FISHER FAMILY FOUNDATIONCAT20 $1,026,435$90,429 PRESIDENT/VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LAZY L FOUNDATIONCAT20 $1,046,833$1,628,776 DIRECTOR$28,600 Same NTEE code T20, revenue within 2x, same state
RMLOW FOUNDATIONCAT20 $1,054,406$1,174,950 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
LJ LIANG FAMILY FOUNDATIONCAT20 $940,651$2,750 CEO$0 Same NTEE code T20, revenue within 2x, same state
SAWCHUK FAMILY FOUNDATIONCAT20 $929,228$320,703 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BANCHIK FAMILY FOUNDATIONCAT20 $917,863$650,913 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
NICKOLL FAMILY FOUNDATION INCCAT20 $929,140$1,951,155 President/DIR$0 Same NTEE code T20, revenue within 2x, same state
NASIRI FOUNDATIONCAT20 $997,594$679,081 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
QUINN HILL FOUNDATIONCAT20 $984,786$1,326,743 PRESIDENT & CEO$139,316 Same NTEE code T20, revenue within 2x, same state
EDULIGION FOUNDATIONCAT20 $1,008,924$365,812 President$0 Same NTEE code T20, revenue within 2x, same state
TF EDUCATIONAL FOUNDATIONCAT20 $983,135$1,498,134 Director, President$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GARDNER GROUT FOUNDATION Private foundation$18,601,8521 12023–2023 QUINN HILL FOUNDATION
DOUGLAS CHARITABLE FOUNDATION Private foundation$9,000,0001 12020–2020 PETER DOUGLAS FOUNDATION
ESB CHARITABLE FOUNDATION Private foundation$550,0004 12021–2024 AED FOUNDATION
GREATER HORIZONS DAF sponsor$529,2791 12024–2024 ORANGE COUNTY EDUCATION FOUNDATION
HAROLD L PERLMAN FAMILY FOUNDATION Private foundation$510,9611 12015–2015 AMP FAMILY FOUNDATION
KERN COMMUNITY FOUNDATION DAF sponsor$78,5001 12024–2024 BATEY FAMILY CHARITABLE TRUST
GERALDAND REESA NIZNICK 2012 FAMILY FOUNDATION Private foundation$10,0002 12023–2024 RMLOW FOUNDATION
HIGH FIVE FOUNDATION II Private foundation$1,2501 12024–2024 LONI AND JEFF RUSH FAMILY FOUNDATION
BRUCE WEBER NAN BUSH FOUNDATION INC Private foundation$5001 12013–2013 BRIDGET ROSE FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $290,854 spent · pay $0 · grants $286,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $286,500 98.5%
Fees: accounting $4,354 1.5%
Total$290,854100%

View the filing

2023 · Form 990PF · $169,426 spent · pay $0 · grants $165,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $165,400 97.6%
Fees: accounting $3,910 2.3%
Other expenses $116 0.1%
Total$169,426100%

View the filing

2022 · Form 990PF · $412,083 spent · pay $0 · grants $408,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $408,500 99.1%
Fees: accounting $3,555 0.9%
Taxes $28 0.0%
Total$412,083100%

View the filing

2021 · Form 990PF · $985,718 spent · pay $0 · grants $982,333 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $982,333 99.7%
Fees: accounting $3,385 0.3%
Total$985,718100%

View the filing

2020 · Form 990PF · $619,063 spent · pay $0 · grants $619,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $619,000 100.0%
Taxes $63 0.0%
Total$619,063100%

View the filing

2019 · Form 990PF · $594,595 spent · pay $0 · grants $592,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $592,000 99.6%
Fees: accounting $2,500 0.4%
Taxes $95 0.0%
Total$594,595100%

View the filing

2018 · Form 990PF · $353,175 spent · pay $0 · grants $349,315 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $349,315 98.9%
Fees: accounting $3,856 1.1%
Taxes $4 0.0%
Total$353,175100%

View the filing

2017 · Form 990PF · $417,969 spent · pay $0 · grants $417,849 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $417,849 100.0%
Taxes $85 0.0%
Other expenses $35 0.0%
Total$417,969100%

View the filing

2016 · Form 990PF · $377,160 spent · pay $0 · grants $375,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $375,500 99.6%
Fees: accounting $1,550 0.4%
Taxes $110 0.0%
Total$377,160100%

View the filing

2015 · Form 990PF · $465,164 spent · pay $0 · grants $463,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $463,700 99.7%
Fees: accounting $1,550 0.3%
Taxes -$86 -0.0%
Total$465,164100%

View the filing

2014 · Form 990PF · $461,416 spent · pay $0 · grants $459,428 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $459,428 99.6%
Fees: accounting $1,560 0.3%
Taxes $428 0.1%
Total$461,416100%

View the filing

2013 · Form 990PF · $498,347 spent · pay $0 · grants $496,675 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $496,675 99.7%
Fees: accounting $1,540 0.3%
Taxes $132 0.0%
Total$498,347100%

View the filing

2012 · Form 990PF · $623,088 spent · pay $0 · grants $621,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $621,500 99.7%
Fees: accounting $1,530 0.2%
Taxes $58 0.0%
Total$623,088100%

View the filing

2011 · Form 990PF · $466,184 spent · pay $0 · grants $464,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $464,500 99.6%
Fees: accounting $1,530 0.3%
Taxes $154 0.0%
Total$466,184100%

View the filing

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