Wilhelmina C O'Connor Trust Xxxxx5006
EIN 166024303Total Given 2021–2024
$955K
4 grants · $239K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$239K
typical big bets · $227K–$251K
grant size
100%
deep partner · 1/1 multi-year
repeat
$6.2M
Assets (2024)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $5.2M | $182K | N/A |
| 2021 | $221K | $6.1M | $320K | 1 |
| 2022 | $249K | $5.1M | $231K | 1 |
| 2023 | $256K | $5.3M | $249K | 1 |
| 2024 | $229K | $6.2M | $207K | 1 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$221K
25th Pctl
$227K
Median
$239K
Average
$239K
75th Pctl
$251K
Maximum
$256K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
5+ yrs
Trustee
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Rochester | Rochester, NY | $256,313 | GENERAL | 2023 |
| University of Rochester | Rochester, NY | $248,661 | GENERAL | 2022 |
| University of Rochester | Rochester, NY | $229,417 | GENERAL | 2024 |
| University of Rochester | Rochester, NY | $220,518 | GENERAL | 2021 |