Willis & Emma Oconnor Charitable Foundation
- Assets
- $493.8k
- Revenue
- $37.3k
- Investments
- $475.0k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 02/1993
- Data as of
- 11/2023
- EIN
- 41-6345997
Organization Overview
Willis & Emma Oconnor Charitable Foundation is located in Dallas, TX. The organization was established in 1993. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, 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. Willis & Emma Oconnor Charitable 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 11/2023, Willis & Emma Oconnor Charitable Foundation generated $37.3k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $45.7k during the year ending 11/2023. While expenses have increased by 1.6% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Willis & Emma Oconnor Charitable Foundation has awarded 45 individual grants totaling $155,800. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert W O'connor Co-Trustee | 2 | $0 | |
Bank Of America Agent For Fiduciary | 1 | $9,159 | |
Monica Halas Co-Trustee | 1 | $0 | |
Emma G Halas-Oconnor Co-Trustee | 1 | $0 | |
Geneve Allison Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $19,721 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $17,546 |
| Capital Gain Net Income | $17,546 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $37,267 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $9,159 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,385 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $25 |
| Total operating and administrative expenses | $13,659 |
| Contributions, gifts, grants paid | $32,000 |
| Total expenses and disbursements | $45,659 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $18,883 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $493,846 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Willis & Emma Oconnor Charitable Foundation has awarded $32,000 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
HARVARD GRADUATE SCHOOL PURPOSE: UNRESTRICTED GENERAL | $1,000 |
OPERA MAINE PURPOSE: UNRESTRICTED GENERAL | $1,000 |
HARRY CHAPIN FOOD BANK PURPOSE: UNRESTRICTED GENERAL | $2,900 |
BOOTHBAY REGION LAND PURPOSE: UNRESTRICTED GENERAL | $1,000 |
GOOD SHEPARD FOOD BANK PURPOSE: UNRESTRICTED GENERAL | $2,900 |
MINNESOTA MEDICAL FDN PURPOSE: O'CONNOR SCHOLARSHIP FUND | $14,000 |