Funder DirectoryO'CONNELL FAMILY FOUNDATION TRUST
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Private foundation (trust)EIN 476265357Est. 2005-02

O'CONNELL FAMILY FOUNDATION TRUST

SAN JUAN CAPISTRANO, CA 92675

Total Assets

$1.0M

FY 2024

Annual Giving

$287K

FY 2024

Grants Made

11

FY 2024

Avg Grant

$26K

FY 2024

Grant Range

$5K–$70K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.0M

Total Expenses

$291K

Qualifying Distributions

$289K

Distributable Amount

$17K

Min. Investment Return

$17K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

11 grants

Grant sizes from minimum $5K through median $25K to maximum $70K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $982K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

64 grants

MISSION HOSPITAL FOUNDATION
$1.0M
2 grants
THE SHEA CENTER
$409K
6 grants
CANINE COMPANIONS FOR INDEPENDENCE
$180K
5 grants
MISSION BASILICA SAN JUAN CAPISTRANO
$155K
5 grants
CHILD HELP USA
$125K
4 grants
HEART OF JESUS RETREAT CENTER
$125K
5 grants
MISSION PRESERVATION FOUNDATION
$113K
3 grants
SURFERS HEALING
$90K
2 grants

Grant Size Distribution

64 grants

<$10K
21
grants
$10–50K
33
grants
$50–250K
8
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

8 states

California
$2.4M
86% of total
Hawaii
$160K
6% of total
Arizona
$125K
4% of total
Washington
$85K
3% of total
Pennsylvania
$17K
1% of total
Florida
$10K
0% of total
Massachusetts
$5K
0% of total
Texas
$900
0% of total

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