Nonprofit · EIN 23-7927963
O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL
Also known as O CONNER GERLAD J SR AND ET AL
Tax-exempt · BRYN MAWR, PA 19010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $326,169 | $84,960 | $241,209 | $539,001 | $0 | $539,001 |
| December 31, 2024 | 990-PF | $110,218 | $95,258 | $14,960 | $635,102 | $0 | $635,102 |
| December 31, 2023 | 990-PF | $60,810 | $95,404 | -$34,594 | $620,142 | $0 | $620,142 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $75,958
- Dividends
- $27,930
- Interest
- $530
- Net gain from sales of assets
- $221,751
Expenses
- Grants and similar amounts paid
- $82,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $84,960
- Excise tax on investment income
- $3,478
Balance sheet and other
- Total assets, start of year
- $635,102
- Total assets, end of year
- $539,001
- Total liabilities, end of year
- $0
- Net assets, end of year
- $539,001
- Fair market value of assets
- $1,135,474
- Qualifying distributions
- $87,420
- Net investment income
- $250,211
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD J O'CONNOR SR 74 PASTURE LANE APT 220, BRYN MAWR, PA 19010 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD J O'CONNOR SR 74 PASTURE LANE, APT 220, BRYN MAWR, PA 19010 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD J O'CONNOR SR 74 PASTURE LANE, APT 220, BRYN MAWR, PA 19010 | CO-TRUSTEE | 0 | $0 |
| SHEILA T O'CONNOR 74 PASTURE LANE, APT 220, BRYN MAWR, PA 19010 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 74 PASTURE LN APT 220, BRYN MAWR, PA 19010-1768
- In care of
- % JOHN F DOUGHERTY JR
- Signed the 990-PF
- GERALD J O'CONNOR SR, CO-TRUSTEE
- Phone
- (610) 254-0464
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7927963
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $539,001
- Income (IRS master file)
- $397,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $326,169 | $84,960 | $539,001 | IRS |
| 990-PF | December 2024 | $110,218 | $95,258 | $635,102 | XML |
| 990-PF | December 2023 | $60,810 | $95,404 | $620,142 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7927963).
Questions about O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL
- What is the EIN of O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL?
- The employer identification number (EIN) of O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL is 23-7927963.
- Is O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does O CONNER FAMILY FOUNDATION CHARITABLE TR BETWEEN GERALD ET AL have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $326,169, expenses of $84,960 and total assets of $539,001 at year end.
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