William R Oconnell And Linda P Oconnell Foundation
- Assets
- $147.9k
- Revenue
- $2.7k
- Investments
- $143.7k
- Employees
- 0
- Location
- Stockbridge, MA
- Founding
- 01/1999
- Data as of
- 12/2022
- EIN
- 04-3395911
Organization Overview
William R Oconnell And Linda P Oconnell Foundation is located in Stockbridge, MA. The organization was established in 1999. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. William R Oconnell And Linda P Oconnell Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, William R Oconnell And Linda P Oconnell Foundation generated $2.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (23.8%) each year. All expenses for the organization totaled $31.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, William R Oconnell And Linda P Oconnell Foundation has awarded 146 individual grants totaling $205,100. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION CONDUCTS NO DIRECT CHARITABLE ACTIVITIES
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Linda P O'connell Trustee | 0 | $0 | |
Deborah Donovan Trustee | 0 | $0 | |
Amy B Borglum Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $35 |
| Dividends & Interest | $3,427 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$758 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,704 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $78 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $1,123 |
| Contributions, gifts, grants paid | $30,075 |
| Total expenses and disbursements | $31,198 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $4,193 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $143,665 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $2 |
| Total assets | $147,860 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $4,451 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $4,451 |
Grants Awarded
Over the last fiscal year, William R Oconnell And Linda P Oconnell Foundation has awarded $30,075 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
LOWER EAST SIDE TENEMENT MUSEUM PURPOSE: COMMUNITY SERVICE | $2,625 |
ASPCA PURPOSE: COMMUNITY SERVICE | $300 |
BERKSHIRE BOTANICAL GARDEN PURPOSE: COMMUNITY SERVICE | $8,200 |
CHATHAM ECUMENICAL COUNCIL PURPOSE: COMMUNITY SERVICE | $1,000 |
CHATHAM ORPHEUM THEATER PURPOSE: COMMUNITY SERVICE | $400 |
HABITAT FOR HUMANITY OF CAPE COD PURPOSE: COMMUNITY SERVICE | $2,500 |