O'connell Family Foundation Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like O'connell Family Foundation Trust. Data shown is extracted from Form 990-PF filings.

EIN: 47-6265357

Foundation Overview

Based in San Juan Capistrano, CA, O'connell Family Foundation Trust has awarded 135 grants totaling $4,870,097 to organizations in California, Arizona and 7 other states across the US. Individual grants range from $400 to $666,333, with a median award of $25,000.

Latest Tax Year
2024
Total Giving (all years)
$4,870,097
Total Assets
$1,039,595
Median Grant (all grants)
$25,000

Latest Form 990-PF Snapshot

Total Grants
22
Median Grant
$25,000
% Median Grant Growth
+25% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 45%

10 of 22 recipients (45%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
California

70% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Juan Capistrano (49%), Santa Ana (17%), Newport Beach (7%).

Funding Trajectory
-24%

Declining funding trend with 24% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects + 2 others

Diversified giving across multiple program areas with primary emphasis on community projects (71%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into O'connell Family Foundation Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Camino Health Center $70,000 San Juan Capistrano, CA, US General Support 2024
Mission San Juan Capistrano $50,000 San Juan Capistrano, CA, US General Support 2024
Keala Foundation $40,000 Lawai, HI, US General Support 2024
Mission Basilica San Juan Capistrano $25,000 San Juan Capistrano, CA, US General Support 2024
The Shea Center $25,000 San Juan Capistrano, CA, US General Support 2024
Child Help Usa $25,000 Scottsdale, AZ, US General Support 2024
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2024
Canine Companions For Independence $10,000 Oceanside, CA, US General Support 2024
Reins Of Life $6,500 Landenberg, PA, US General Support 2024
Association Of Orange County Deputy Sheriffs $5,000 Santa Ana, CA, US General Support 2024
Unconditional Rescue $5,000 Laguna Beach, CA, US General Support 2024
Camino Health Center $70,000 San Juan Capistrano, CA, US General Support 2024
Mission San Juan Capistrano $50,000 San Juan Capistrano, CA, US General Support 2024
Keala Foundation $40,000 Lawai, HI, US General Support 2024
Mission Basilica San Juan Capistrano $25,000 San Juan Capistrano, CA, US General Support 2024
The Shea Center $25,000 San Juan Capistrano, CA, US General Support 2024
Child Help Usa $25,000 Scottsdale, AZ, US General Support 2024
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2024
Canine Companions For Independence $10,000 Oceanside, CA, US General Support 2024
Reins Of Life $6,500 Landenberg, PA, US General Support 2024
Association Of Orange County Deputy Sheriffs $5,000 Santa Ana, CA, US General Support 2024
Unconditional Rescue $5,000 Laguna Beach, CA, US General Support 2024
Canine Companions For Independence $10,000 Oceanside, CA, US General Support 2023
Feline Rescue Society $5,000 Salisbury, MA, US General Support 2023
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2023
Keala Foundationultimate Hawaiian Trail Run Foundation $35,000 Lawai, HI, US General Support 2023
Mission Basilica San Juan Capistrano $20,000 San Juan Capistrano, CA, US General Support 2023
Mission Preservation Foundation $35,000 San Juan Capistrano, CA, US General Support 2023
Sisters Of The Sacred Heart $400 San Antonio, TX, US General Support 2023
Surfers Healing Foundation Inc $10,000 Rancho Mission Viejo, CA, US General Support 2023
The Shea Center $25,000 San Juan Capistrano, CA, US General Support 2023
Canine Companions For Independence $10,000 Oceanside, CA, US General Support 2023
Feline Rescue Society $5,000 Salisbury, MA, US General Support 2023
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2023
Keala Foundationultimate Hawaiian Trail Run Foundation $35,000 Lawai, HI, US General Support 2023
Mission Basilica San Juan Capistrano $20,000 San Juan Capistrano, CA, US General Support 2023
Mission Preservation Foundation $35,000 San Juan Capistrano, CA, US General Support 2023
Sisters Of The Sacred Heart $400 San Antonio, TX, US General Support 2023
Surfers Healing Foundation Inc $10,000 Rancho Mission Viejo, CA, US General Support 2023
The Shea Center $25,000 San Juan Capistrano, CA, US General Support 2023
Back Bay Therapeutic Riding Club $10,000 Newport Beach, CA, US General Support 2022
Canine Companions For Independence $65,000 Santa Rosa, CA, US General Support 2022
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2022
Keala Foundationultimate Hawaiian Trail Run Foundation $20,000 Lawai, HI, US General Support 2022
Mission Basilica San Juan Capistrano $60,000 San Juan Capistrano, CA, US General Support 2022
Otra Mas $10,000 San Juan Capistrano, CA, US General Support 2022
Reins Of Life $3,000 Landenberg, PA, US General Support 2022
Surfers Healing $25,000 San Juan Capistrano, CA, US General Support 2022
The Shea Center $75,000 San Juan Capistrano, CA, US General Support 2022
Shriners Hospitals For Children $10,000 Tampa, FL, US General Support 2022
Sisters Of The Sacred Heart $500 San Antonio, TX, US General Support 2022
Open Space Foundation San Juan Capistrano $5,000 San Juan Capistrano, CA, US General Support 2022
Providence Mission Hospital Foundation $50,000 Mission Viejo, CA, US General Support 2022
Jserra Catholic High School $50,000 San Juan Capistrano, CA, US General Support 2022
Back Bay Therapeutic Riding Club $10,000 Newport Beach, CA, US General Support 2022
Canine Companions For Independence $65,000 Santa Rosa, CA, US General Support 2022
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2022
Keala Foundationultimate Hawaiian Trail Run Foundation $20,000 Lawai, HI, US General Support 2022
Mission Basilica San Juan Capistrano $60,000 San Juan Capistrano, CA, US General Support 2022
Otra Mas $10,000 San Juan Capistrano, CA, US General Support 2022
Reins Of Life $3,000 Landenberg, PA, US General Support 2022
Surfers Healing $25,000 San Juan Capistrano, CA, US General Support 2022
The Shea Center $75,000 San Juan Capistrano, CA, US General Support 2022
Shriners Hospitals For Children $10,000 Tampa, FL, US General Support 2022
Sisters Of The Sacred Heart $500 San Antonio, TX, US General Support 2022
Open Space Foundation San Juan Capistrano $5,000 San Juan Capistrano, CA, US General Support 2022
Providence Mission Hospital Foundation $50,000 Mission Viejo, CA, US General Support 2022
Jserra Catholic High School $50,000 San Juan Capistrano, CA, US General Support 2022
Back Bay Therapeutic Riding Club $10,000 Newport Beach, CA, US General Support 2022
Canine Companions For Independence $65,000 Santa Rosa, CA, US General Support 2022
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2022
Keala Foundationultimate Hawaiian Trail Run Foundation $20,000 Lawai, HI, US General Support 2022
Mission Basilica San Juan Capistrano $60,000 San Juan Capistrano, CA, US General Support 2022
Otra Mas $10,000 San Juan Capistrano, CA, US General Support 2022
Reins Of Life $3,000 Landenberg, PA, US General Support 2022
Surfers Healing $25,000 San Juan Capistrano, CA, US General Support 2022
The Shea Center $75,000 San Juan Capistrano, CA, US General Support 2022
Shriners Hospitals For Children $10,000 Tampa, FL, US General Support 2022
Sisters Of The Sacred Heart $500 San Antonio, TX, US General Support 2022
Open Space Foundation San Juan Capistrano $5,000 San Juan Capistrano, CA, US General Support 2022
Providence Mission Hospital Foundation $50,000 Mission Viejo, CA, US General Support 2022
Jserra Catholic High School $50,000 San Juan Capistrano, CA, US General Support 2022
Back Bay Therapeutic Riding Club $5,000 Newport Beach, CA, US General Support 2021
Canine Companions For Independence $50,000 Santa Rosa, CA, US General Support 2021
Child Help Usa $50,000 Scottsdale, AZ, US General Support 2021
Leukemia & Lymphoma Society $1,000 Santa Ana, CA, US General Support 2021
Mission Basilica San Juan Capistrano $25,000 San Juan Capistrano, CA, US General Support 2021
Mission Hospital Foundation $666,333 Mission Viejo, CA, US General Support 2021
Mission Preservation Foundation $25,000 San Juan Capistrano, CA, US General Support 2021
Reins Of Life $5,000 Landenberg, PA, US General Support 2021
Surfers Healing $65,000 San Juan Capistrano, CA, US General Support 2021
Tetiaroa Society $40,000 Kirkland, WA, US General Support 2021
The Shea Center $25,000 San Juan Capistrano, CA, US General Support 2021
Gentlemen's Haberdashery $25,000 Santa Ana, CA, US General Support 2021
Canine Companions For Independence $45,000 Santa Rosa, CA, US General Support 2020
Child Help Usa $25,000 Scottsdale, AZ, US General Support 2020
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2020
Mission Basilica San Juan Capistrano $25,000 San Juan Capistrano, CA, US General Support 2020
Mission Hospital Foundation $334,000 Mission Viejo, CA, US General Support 2020
Tetiaroa Society $10,000 Kirkland, WA, US General Support 2020
The Shea Center $120,000 San Juan Capistrano, CA, US General Support 2020
Keala Foundationultimate Hawaiian Trail Run Foundation $25,000 Lawai, HI, US General Support 2020
Otra Mas $10,000 San Juan Capistrano, CA, US General Support 2020
Mission Preservation Foundation $52,500 San Juan Capistrano, CA, US General Support 2018
Heart Of Jesus Retreat Center $25,000 Santa Ana, CA, US General Support 2018
Child Help Usa $25,000 Scottsdale, AZ, US General Support 2018
The Shea Center $139,315 San Juan Capistrano, CA, US General Support 2018
Back Bay Therapeutic Riding Club $10,000 Newport Beach, CA, US General Support 2018
Rmv Rodeo $20,000 San Juan Capistrino, CA, US General Support 2018
Tetiaroa Society $35,000 Kirkland, WA, US General Support 2018
Reins Of Life $2,500 Landenberg, PA, US General Support 2018
Ultimate Hawaiian Trail Run Foundat $40,000 Lawai, HI, US General Support 2018
Mission Preservation Foundation $25,000 San Juan Capistrano, CA, US General Support 2017
Mission Hospital Foundation $130,000 Mission Viejo, CA, US General Support 2017
Boys And Girls Club Of Capistrano V $25,000 San Juan Capistrano, CA, US General Support 2017
Heart Of Jesus Retreat Center $20,000 Santa Ana, CA, US General Support 2017
Child Help Usa $46,800 Scottsdale, AZ, US General Support 2017
The Shea Center $100,349 San Juan Capistrano, CA, US General Support 2017
Back Bay Therapeutic Riding Club $10,000 Newport Beach, CA, US General Support 2017
Ultimate Hawaiian Trail Run Foundat $50,000 Lawai, HI, US General Support 2017
Desert Sands Educational Foundation $2,500 La Quinta, CA, US General Support 2017
Leukemia Lymphoma Society $5,000 Santa Ana, CA, US General Support 2017
Mission Preservation Foundation $25,000 San Juan Capistrano, CA, US Support Hospice 2016
Boys And Girls Club Of Capistrano V $25,000 San Juan Capistrano, CA, US Capital Improvements For Boys And Girls Club. 2016
Heart Of Jesus Retreat Center $20,000 Santa Ana, CA, US Help To Cure And Control Cystic Fibrosis. 2016
Child Help Usa $50,000 Scottsdale, AZ, US Support For Fight Against Child Abuse & Neglect 2016
The Shea Center $155,000 San Juan Capistrano, CA, US General Support For The Center To Help Families With Disabilities 2016
Back Bay Therapeutic Riding Club $5,000 Newport Beach, CA, US General Support 2016
Orange Catholic Foundation $25,000 Garden Grove, CA, US General Support 2016
Rmv Rodeo $20,000 San Juan Capistrino, CA, US General Support 2016
Canine Companions For Independence $35,000 Santa Rosa, CA, US General Support 2016
Foundation Of Pediatric Melanoma $5,000 Washington, DC, US General Support 2016
Patriotic Service Dog Foundation $5,000 Orange, CA, US General Support 2016
Reins Of Life $500 Landenberg, PA, US General Support 2016
Ultimate Hawaiian Trail Run Foundat $5,000 Lawai, HI, US General Support 2016

Foundations Similar to O'connell Family Foundation Trust

Discover 5 foundations with comparable assets ($1,029,947-$1,048,435), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 87-3645517 | 62 grants awarded
$1,043,874
(≈ Similar)
$25,000
median grant
San Diego, CA
Same state
100%
Excellent match

EIN: 26-4199874 | 88 grants awarded
$1,034,835
(≈ Similar)
$20,000
median grant
San Jose, CA
Same state
100%
Excellent match

EIN: 27-1792148 | 16 grants awarded
$1,047,634
(≈ Similar)
$19,500
median grant
Scotts Valley, CA
Same state
100%
Excellent match

EIN: 46-4485313 | 75 grants awarded
$1,048,435
(≈ Similar)
$50,000
median grant
El Segundo, CA
Same state
100%
Excellent match

EIN: 81-4753520 | 4 grants awarded
$1,029,947
(≈ Similar)
$28,115
median grant
Riverside, CA
Same state
100%
Excellent match

Contact Information

Official contact details for O'connell Family Foundation Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 47-6265357
Website N/A
Address 30882 STEEPLECHASE DR San Juan Capo, CA 92675-1926

Key People (1)

Board members, trustees, and key staff who oversee O'connell Family Foundation Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President George O'connell

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for O'connell Family Foundation Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.