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· Private foundation

Roger and Sheron O'Connell Family Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.2M
Granted FY2023
1
Grants FY2023
1
States reached
$1.2M
Largest
01What it funds
0187% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Philanthropy$1.2MEducation$45kHealth$38kHuman Services$6kEmployment$4kHousing & Shelter$4kArts & Culture$3kYouth Development$2kOther$0
02FY2023 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$1,151,174
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
ROGER AND SHERON O'CONNELL DAF$1,151,174
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–20, $13k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 62% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%STEP UP ON SECOND STREET INC: $2k → 14%EMBRACE SERVICES INC: $2k → 13%MARTHAS VILLAGE AND KITCHEN INC: $2k → 11%MARTHAS VILLAGE AND KITCHEN INC: $2k → 11%SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC: $2k → 7%SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC: $2k → 7%SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC: $1k → 7%MARYS PLACE SEATTLE: $500 → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

16%of every dollar goes to organizations it has funded before.
$217k · 19 repeat orgs$1.2M to everyone else

19 repeat relationships: 0 still active in FY2023, 19 since wound down; 1 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
3

Total granted

$217k
$6k

Median revenue growth · since first grant

+144%
+234%

Still filing today

63%
67%

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $1.2M went to new ones.

50%100%’17’18’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’20’21’22’23
Human ServicesHealthEducationYouth DevelopmentArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SL
    ST LUKE'S WOOD RIVER FOUNDATION INC
    3× · 2017–2020 · $13k · revenue +144%
  • SWEDISH MEDICAL CENTER FOUNDATION
    3× · 2017–2020 · $8k · revenue +400%
  • EM
    Eisenhower Medical Center
    2× · 2017–2018 · $8k · revenue +94%

Funded once

  • SU
    STEP UP ON SECOND STREET INCgraduated
    one grant, 2018 · $2k · revenue +234%
  • ES
    EMBRACE SERVICES INC
    one grant, 2020 · $2k · revenue +14%
  • MM
    MEREDITH MATHEWS EAST MADISON BRANCH OF THE YMC
    one grant, 2018 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Spruce Street School

Spruce Street School is a nurturing educational community that instills in a broad range of children the social, emotional, and intellectual skills for lifelong participation in a diverse society. We offer kindergarten through fifth grade…

Education
2
Senior Life Resources Northwest

To preserve and enhance the quality of life at home, with dignity and care.

Human Services
3
South Peninsula Behavioral Health Services Inc

The organization operates primarily on the Southern Kenai Peninsula and its operations include the following:Community Mental Health - Counseling, evaluation, consultation and crisis mental health services for Adults and…

Health
4
King County Sexual Assault Resource Center

KCSARC is the largest and most comprehensive non-profit provider of sexual assault services in King County and Washington State. Our vision is a community free of sexual violence. Our mission is to: give voice to victims, their families,…

—
5
Southwest Behavioral Health Services Inc

We inspire people to feel better and reach their potential. through helping people discover their strengths, we improve our communities.

Health
6
Seattle Country Day School

Seattle country day school is an independent, coeducational school serving kindergarten through eighth grade, inspiring gifted children to reach their potential through inquiry, curiosity, and wonder.

Education
7
Seattle Roots Community Health

To improve the health of our community by providing high quality, caring, culturally appropriate primary health care that addresses the needs of people, regardless of their ability to pay.

Health
8
Siff

Siff is a seattle-based 501(c)(3) arts nonprofit dedicated to the creation of vibrant experiences and spaces that champion film discovery and arts education.

Youth Development
9
United Way of Snohomish County

United way of snohomish county improves lives for families in snohomish county by bringing people, resources, and strategy together.

Philanthropy
10
Swedish Edmonds

Swedish edmonds is part of swedish health services, a healthcare system committed to meeting the health-care needs of snohomish county.

Health
11
Legacy Salmon Creek Hospital

Legacy Salmon Creek Hospital (LSCH), established in 2005, provides acute and critical care in Vancouver, with 165 licensed beds. LSCH operates adult, pediatric, and OB/GYN hospitalist programs, as well as four primary care physician…

Health
12
Seattle Children's Healthcare System

Seattle children's healthcare system (schs) is engaged in activities relating to the provision of health care services to infants, children, and adolescents, delivering and improving the delivery and the quality of those services through…

Health
How this is measured
The grantee most central to the portfolio’s shape is Mary's Place Seattle; the most unlike its peers is Seattle University. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

14 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 23 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
14/14
Grantees still filing
11/14
Grew since first funded

Where the money sits, by cause and then by grantee

ROGER AND SHERON O'CONNELL DAF: $1,151,174 · OtherROGER AND SHERON O'CONNELL DAFIndividual grant recipient: $113,689 · OtherIndividual grant recipient+8 more: $49,916 · OtherST LUKE'S WOOD RIVER FOUNDATION INC: $13,000 · HealthSWEDISH MEDICAL CENTER FOUNDATION: $8,000 · HealthEisenhower Medical Center: $8,000 · HealthSWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC: $4,500 · Human ServicesMARTHA'S VILLAGE AND KITCHEN INC: $4,000 · Human ServicesSTEP UP ON SECOND STREET INC: $2,000 · Human ServicesEMBRACE SERVICES INC: $2,000 · Human ServicesMARY'S PLACE SEATTLE: $1,667 · Human ServicesSeattle Amistad School: $4,000 · EducationGreen Dot Public Schools National: $3,000 · EducationCOYOTE CENTRAL: $1,917 · EducationCAMP RAINBOW GOLD INC: $4,000 · Youth DevelopmentSUN VALLEY SUMMER SYMPHONY INC: $2,500 · Arts & Culture
Other$1,314,779Health$29,000Human Services$14,167Education$8,917Youth Development$4,000Arts & Culture$2,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetST LUKE'S WOOD RIVER FOUNDATION INC: $13,000 over 3y, 0.2% of budgetSWEDISH MEDICAL CENTER FOUNDATION: $8,000 over 3y, 0.0% of budgetEisenhower Medical Center: $8,000 over 2y, 0.0% of budgetSEATTLE UNIVERSITY: $7,000 over 3y, 0.0% of budgetSWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC: $4,500 over 3y, 0.2% of budgetSeattle Amistad School: $4,000 over 2y, 0.1% of budgetMARTHA'S VILLAGE AND KITCHEN INC: $4,000 over 2y, 0.0% of budgetCAMP RAINBOW GOLD INC: $4,000 over 3y, 0.2% of budgetGreen Dot Public Schools National: $3,000 over 2y, 0.0% of budgetSUN VALLEY SUMMER SYMPHONY INC: $2,500 over 2y, 0.0% of budgetSTEP UP ON SECOND STREET INC: $2,000 over 1y, 0.0% of budgetEMBRACE SERVICES INC: $2,000 over 1y, 0.1% of budgetCOYOTE CENTRAL: $1,917 over 3y, 0.1% of budgetMARY'S PLACE SEATTLE: $1,667 over 3y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds ST LUKE'S WOOD RIVER FOUNDATION INC ↗
  • Who funds SWEDISH MEDICAL CENTER FOUNDATION ↗
  • Who funds Eisenhower Medical Center ↗
  • Who funds SEATTLE UNIVERSITY ↗
  • Who funds SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC ↗
  • Who funds Seattle Amistad School ↗
  • Who funds MARTHA'S VILLAGE AND KITCHEN INC ↗
  • Who funds CAMP RAINBOW GOLD INC ↗
  • Who funds Green Dot Public Schools National ↗
  • Who funds SUN VALLEY SUMMER SYMPHONY INC ↗
  • Who funds STEP UP ON SECOND STREET INC ↗
  • Who funds EMBRACE SERVICES INC ↗
  • Who funds COYOTE CENTRAL ↗
  • Who funds MARY'S PLACE SEATTLE ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Gs Donor Advised Philanthropy Fund for Wealth Management IncNY13.5× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Norcliffe Foundation · Seattle Foundation · Vanguard Charitable Endowment Program · The Blackbaud Giving Fund · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Roger and Sheron O'Connell Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Roger and Sheron O'Connell Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    8report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Roger and Sheron O'Connell Family Foundation?

    Find your warmest path to Roger and Sheron O'Connell Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 23 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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