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William R Oconnell and Linda P Oconnell Foundation Dtd 102497 at a glance

· Private foundation

William R Oconnell and Linda P Oconnell Foundation Dtd 102497

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$40k
Granted FY2024still arriving
18
Grants FY2024still arriving
2
States reached
$16k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Environment$53kArts & Culture$48kHuman Services$44kFood & Nutrition$15kHousing & Shelter$13kReligion$10kAnimals$8kEducation$4kOther$0
02FY2024 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k17 grants · $24k
  • $10k–50k1 grant · $16k
$1,000
Median grant
2
States reached
$116k
Total assets
Largest grants
RecipientAmount
BERKSHIRE BOTANICAL GARDEN$16,000
CATA$6,000
THE FOOD BANK OF WESTERN MASS$2,500
LOWER EAST SIDE TENEMENT MUSEUM$2,500
ELDER SERVICES OF BERKSHIRE COUNTY$2,000
THE MOUNT$1,500
NORMAN ROCKWELL MUSEUM$1,000
THE FAMILY PANTRY OF CAPE COD$1,000
STOCKBRIDGE LIBRARY ASSN$1,000
CHATHAM ECUMENICAL COUNCIL$1,000
BERKSHIRE HUMANE SOCIETY$1,000
BERKSHIRE LYRIC THEATRE$1,000
CANTERBURY CHORAL SOCIETY$1,000
MSPCA$500
SCHOOL OF LEADERSHIP AFGHANISTAN$500
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 (FY18–24, $14k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%ELDER SERVICES OF BERKSHIRE COUNTY: $5k → 12%ELDER SERVICES OF BERKSHIRE COUNTY: $3k → 12%ELDER SERVICES OF BERKSHIRE COUNTY: $2k → 12%ELDER SERVICES OF BERKSHIRE COUNTY: $2k → 12%ELDER SERVICES OF BERKSHIRE COUNTY: $2k → 12%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.

96%of every dollar goes to organizations it has funded before.
$189k · 22 repeat orgs$7k to everyone else

22 repeat relationships: 17 still active in FY2024, 5 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

22
7

Total granted

$189k
$7k

Median revenue growth · since first grant

+58%
+79%

Still filing today

86%
57%

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $500 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureAnimalsEnvironmentEducationFood & NutritionHuman ServicesOther
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

  • BG
    BERKSHIRE GARDEN CENTER INC DBA BERKSHIRE BOTANICAL GARDEN INC
    8× · 2017–2024 · $51k · revenue +24%
  • LE
    LOWER EAST SIDE TENEMENT MUSEUM
    7× · 2017–2024 · $16k · revenue +27%
  • ES
    ELDER SERVICES OF BERKSHIRE COUNTY INC
    5× · 2018–2024 · $14k · revenue +94%

Funded once

  • FC
    FIRST CHURCH OF CHRIST
    one grant, 2017 · $2k
  • CT
    CHRIST THE KING SPIRITUAL LIFE CENT
    one grant, 2017 · $2k
  • PW
    PAW WARRIORS INC
    one grant, 2018 · $1k · revenue +22%
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
Trustees of the Public Library of the City of Boston

The Boston Public Library provides educational and cultural enrichment free to all by engaging the public through programming and active spaces, restoring and preserving our history, providing access to borrow from our vast collection of…

Education
2
Isabella Stewart Gardner Museum Inc

Organization's mission statement true to the ambitious vision of its founder and her spirit of creative risk-taking, the mission of the isabella stewart gardner museum is: - to bring to life and preserve the rich historic collection; - to…

Arts & Culture
3
The Pierpont Morgan Library

The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.

Education
4
Berkshire Athenaeum

The berkshire athenaeum, pittsfield's public library, exists to initiate, nurture and feed a passion for knowledge and learning. the library offers people of all ages the materials and services necessary to satisfy an appetite for…

—
5
Worcester Art Museum

To connect people, communities, and cultures through experience of art. collect the most significant works of art available in an effort to shape the quality/scope of the permanent collection while adhering to the institution's…

Arts & Culture
6
Gore Place Society

The mission of gore place is to preserve and promote the 1806 country estate of christopher and rebecca gore as a unique community resource that tells the story of early 19th century american life.

Arts & Culture
7
Worcester Historical Museum

Worcester historical museum is a unique organization dedicated to collecting, preserving, and interpreting worcester's history in all time periods and subject areas.

Arts & Culture
8
Metropolitan Waterworks Museum Inc

The mwm owns and operates the waterworks museum (the "museum"), including a community meeting room. the museum is a single condominium unit of the museum building condominium, one of separate condominium building regimes on the site. the…

Arts & Culture
9
Commonwealth Zoological Corporation D/B/a Zoo New England

To provide all administrative and other services and support required or contemplated by chapter 92b of the massachusetts general laws to the franklin park zoo and the walter d. stone memorial zoo, to any other agency or entity referenced…

Animals
10
Massachusetts Outdoor Heritage Foundation Inc Attn Susan Sacco
—
11
Maine Historical Society

Maine Historical Society, founded in 1822, is a private non-profit whose mission is to preserve and share Maine's story. Based in Portland, we work closely with communities and partners throughout the state, and serve a statewide and…

Arts & Culture
12
Proprietors of the Boston Athenaeum

The mission of the boston athenaeum is to engage all who seek knowledge by making accessible our library's collections and spaces, thereby inspiring reflection, discourse, creative expression, and joy.

Education
How this is measured
The grantee most central to the portfolio’s shape is Berkshire Garden Center Inc Dba Berkshire Botanical Garden Inc; the most unlike its peers is The American Society for the Prevention of Cruelty to Animals. 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

24 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. 24 of the 30 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)
7
Early backer (in before they grew)
24/24
Grantees still filing
20/24
Grew since first funded

Where the money sits, by cause and then by grantee

CATA: $30,700 · OtherCATAHABITAT FOR HUMANITY OF CAPE COD INC: $12,500 · OtherHABITAT FOR HUMANITY OF CAPE COD INCEDITH WHARTON RESTORATION INC: $9,500 · OtherEDITH WHARTON RESTORATION INCTHE FOOD BANK OF WESTERN MASSACHUSETTS INC: $9,000 · OtherTHE FOOD BANK OF WESTERN MASSACHUSETTS INCCHATHAM ECUMENICAL COUNCIL: $6,000 · OtherCHATHAM ECUMENICAL COUNCILBERKSHIRE LYRIC THEATRE INC: $5,500 · OtherBERKSHIRE LYRIC THEATRE INC+6 more: $6,250 · Other+6 moreBERKSHIRE GARDEN CENTER INC DBA BERKSHIRE BOTANICAL GARDEN INC: $51,000 · EnvironmentBERKSHIRE GARDEN CENTER INC DB…THE TRUSTEES OF RESERVATIONS: $2,150 · EnvironmentLOWER EAST SIDE TENEMENT MUSEUM: $16,125 · Arts & CultureLOWER EAST SIDE TEN…NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC: $6,000 · Arts & CultureNORMAN ROCKWELL MUS…CANTERBURY CHORAL SOCIETY INC: $4,200 · Arts & CultureCANTERBURY CHORAL S…METROPOLITAN MUSEUM OF ART: $3,000 · Arts & CultureMETROPOLITAN MUSEUM…BERKSHIRE MUSIC SCHOOL INC: $1,475 · Arts & CultureTHE CHATHAM ORPHEUM THEATER INC: $1,300 · Arts & Culture+2 more: $1,000 · Arts & CultureELDER SERVICES OF BERKSHIRE COUNTY INC: $13,500 · Human ServicesBERKSHIRE HUMANE SOCIETY INC: $2,350 · AnimalsTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,500 · AnimalsMASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,500 · AnimalsPAW WARRIORS INC: $1,000 · AnimalsTHE FAMILY PANTRY OF CAPE COD CORP: $6,200 · Food & NutritionELDREDGE PUBLIC LIBRARY INC: $2,100 · EducationSTOCKBRIDGE LIBRARY ASSOCIATION: $2,000 · Education
Other$79,450Environment$53,150Arts & Culture$33,100Human Services$13,500Animals$6,350Food & Nutrition$6,200Education$4,100

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBERKSHIRE GARDEN CENTER INC DBA BERKSHIRE BOTANICAL GARDEN INC: $51,000 over 8y, 0.7% of budgetLOWER EAST SIDE TENEMENT MUSEUM: $16,125 over 7y, 0.0% of budgetELDER SERVICES OF BERKSHIRE COUNTY INC: $13,500 over 5y, 0.0% of budgetHABITAT FOR HUMANITY OF CAPE COD INC: $12,500 over 5y, 4.4% of budgetEDITH WHARTON RESTORATION INC: $9,500 over 6y, 0.1% of budgetTHE FOOD BANK OF WESTERN MASSACHUSETTS INC: $9,000 over 8y, 0.0% of budgetTHE FAMILY PANTRY OF CAPE COD CORP: $6,200 over 7y, 0.0% of budgetNORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC: $6,000 over 5y, 0.0% of budgetBERKSHIRE LYRIC THEATRE INC: $5,500 over 7y, 1.1% of budgetCANTERBURY CHORAL SOCIETY INC: $4,200 over 3y, 1.2% of budgetMETROPOLITAN MUSEUM OF ART: $3,000 over 2y, 0.0% of budgetBERKSHIRE HUMANE SOCIETY INC: $2,350 over 4y, 0.0% of budgetTHE TRUSTEES OF RESERVATIONS: $2,150 over 6y, 0.0% of budgetELDREDGE PUBLIC LIBRARY INC: $2,100 over 6y, 0.0% of budgetSTOCKBRIDGE LIBRARY ASSOCIATION: $2,000 over 2y, 0.2% of budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,500 over 4y, 0.0% of budgetMASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,500 over 5y, 0.0% of budgetBERKSHIRE MUSIC SCHOOL INC: $1,475 over 3y, 0.1% of budgetTHE CHATHAM ORPHEUM THEATER INC: $1,300 over 3y, 0.0% of budgetPAW WARRIORS INC: $1,000 over 1y, 0.7% of budgetBERKSHIRE THEATRE GROUP INC: $500 over 1y, 0.0% of budgetTRUSTEES OF THE BERKSHIRE MUSEUM: $500 over 1y, 0.0% of budgetSCHOOL OF LEADERSHIP-AFGHANISTAN INC: $500 over 1y, 0.0% of budgetTHE CHATHAM POLICE ASSOCIATION INC: $250 over 1y, 0.5% 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.

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.

Berkshire Taconic Com…The Feigenbaum Founda…Berkshire Bank Founda…The Dobbins Foundatio…Collier Community Fou…Ge Aerospace Foundati…Jewish Communal FundClaudia K Perles Fami…The Ruth Krauss Found…Jane and Jack Fitzpat…Lee Bank Foundation I…Shoval Foundation
Berkshire Taconic Community Foundation IncMA25.8× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Berkshire Taconic Community Foundation Inc · The Feigenbaum Foundation Inc · Berkshire Bank Foundation Inc · The Dobbins Foundation Co Michele Dodge Director · Collier Community Foundation Inc · Ge Aerospace Foundation · Jewish Communal Fund · Claudia K Perles Family Foundation Inc · The Ruth Krauss Foundation Inc · Jane and Jack Fitzpatrick Trust · Lee Bank Foundation Inc · Shoval 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 William R Oconnell and Linda P Oconnell Foundation Dtd 102497 funds: left to right is the share of its income from government, bottom to top the share from William R Oconnell and Linda P Oconnell Foundation Dtd 102497. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 80%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 1%
  • The Trustees of Reservations: 2% of income from government
  • Edith Wharton Restoration Inc: 1% of income from government
  • Berkshire Theatre Group Inc: 1% of income from government
  • Norman Rockwell Museum at Stockbridge Inc: 1% of income from government
  • Stockbridge Library Association: 0% of income from government
  • Berkshire Garden Center Inc Dba Berkshire Botanical Garden Inc: 0% of income from government
no gov moneyreceives it· size = income
8get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
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.

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 30 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home