O Conner Family Foundation Charitable Tr Between Gerald Et Al

O Conner Gerlad J Sr And Et Al

Bryn Mawr, PA
Tax-exempt since Sept. 2002
EIN: 23-7927963

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$60.8k (2023)

Expenses

$95.4k (2023)

Total Assets

$620k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$60,810

Expenses

$95,404

Net Income

-$34,594

Net Assets

$620,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$82,914	> 100%
Interest Revenue	$213	0.4%
Dividends	$17,675	29.1%
Sales of Assets	-$39,992
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,404	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$620,142
Total Liabilities	$0
Net Assets	$620,142

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$94,440

Expenses

$82,825

Net Income

$11,615

Net Assets

$648,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$71,895	76.1%
Interest Revenue	$65	0.1%
Dividends	$17,061	18.1%
Sales of Assets	$5,419	5.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,794	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$648,145
Total Liabilities	$0
Net Assets	$648,145

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$97,448

Expenses

$89,366

Net Income

$8,082

Net Assets

$628,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,410	77.4%
Interest Revenue	$9	0.0%
Dividends	$17,581	18.0%
Sales of Assets	$4,448	4.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,840	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$628,751
Total Liabilities	$0
Net Assets	$628,751

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$183,075

Expenses

$61,237

Net Income

$121,838

Net Assets

$614,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$55,755	30.5%
Interest Revenue	$11	0.0%
Dividends	$18,403	10.1%
Sales of Assets	$108,906	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,225	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$614,952
Total Liabilities	$1
Net Assets	$614,951

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$85,715

Expenses

$58,747

Net Income

$26,968

Net Assets

$488,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,996	71.2%
Interest Revenue	$139	0.2%
Dividends	$16,048	18.7%
Sales of Assets	$8,532	10.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,729	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$488,144
Total Liabilities	$1
Net Assets	$488,143

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$69,093

Expenses

$65,458

Net Income

$3,635

Net Assets

$457,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$53,470	77.4%
Interest Revenue	$421	0.6%
Dividends	$13,363	19.3%
Sales of Assets	$1,839	2.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,295	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$457,220
Total Liabilities	$0
Net Assets	$457,220

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on Aug. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Revenue

$234,283

Expenses

$57,490

Net Income

$176,793

Net Assets

$451,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$52,280	22.3%
Interest Revenue	$90	0.0%
Dividends	$10,944	4.7%
Sales of Assets	$170,969	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,590	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$451,204
Total Liabilities	$0
Net Assets	$451,204

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on June 18, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$63,501

Expenses

$51,035

Net Income

$12,466

Net Assets

$250,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,180	63.3%
Interest Revenue	$2	0.0%
Dividends	$9,355	14.7%
Sales of Assets	$13,964	22.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,228	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$250,336
Total Liabilities	$0
Net Assets	$250,336

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$43,513

Expenses

$45,116

Net Income

-$1,603

Net Assets

$95,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,936	20.5%
Interest Revenue	$0
Dividends	$8,618	19.8%
Sales of Assets	$25,959	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,946	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$95,648
Total Liabilities	$0
Net Assets	$95,648

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on Aug. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$68,728

Expenses

$32,207

Net Income

$36,521

Net Assets

$97,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$39,470	57.4%
Interest Revenue	$0
Dividends	$8,130	11.8%
Sales of Assets	$21,128	30.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,755	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$97,251
Total Liabilities	$0
Net Assets	$97,251

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$45,179

Expenses

$49,812

Net Income

-$4,633

Net Assets

$91,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,811	17.3%
Sales of Assets	$37,368	82.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,812	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$91,264
Total Liabilities	$0
Net Assets	$91,264

Compensation

Key Employees and Officers	Compensation	Other
Gerald J O'connor Sr (Co Trustee)	$0	$0
Sheila T O'connor (Co Trustee)	$0	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$40,530

Expenses

$32,358

Net Income

$8,172

Net Assets

$95,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,872	44.1%
Interest Revenue	$0
Dividends	$6,739	16.6%
Sales of Assets	$15,919	39.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,358	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$95,897
Total Liabilities	$1
Net Assets	$95,896

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,786

Expenses

$44,555

Net Income

-$14,769

Net Assets

$87,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,029	20.2%
Sales of Assets	$23,757	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,555	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$87,725
Total Liabilities	$1
Net Assets	$87,724

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Updated November 19, 2025

O Conner Family Foundation Charitable Tr Between Gerald Et Al

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $60.8k (2023)

Expenses $95.4k (2023)

Total Assets $620k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$60.8k (2023)

Expenses

$95.4k (2023)

Total Assets

$620k (2023)

Total Liabilities

$0 (2023)

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2023

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