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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-3999340

OC FAMILY FOUNDATION

Tax-exempt · ITASCA, IL 60143

Financials

$376K$229K2023$392K$113K2024$384K$142K2025
Revenue Expenses · by fiscal year end
Financials of OC FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$384,464$142,009$242,455$2,334,626$0$2,334,626
December 31, 2024990-PF$391,987$112,675$279,312$2,092,171$0$2,092,171
December 31, 2023990-PF$376,151$228,525$147,626$1,812,859$0$1,812,859
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$300,000
Dividends
$84,464

Expenses

Grants and similar amounts paid
$140,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$140,000
Excise tax on investment income
$1,167

Balance sheet and other

Total assets, start of year
$2,092,171
Total assets, end of year
$2,334,626
Total liabilities, end of year
$0
Net assets, end of year
$2,334,626
Fair market value of assets
$2,334,626
Qualifying distributions
$140,000
Net investment income
$84,464

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.

NameTitleHours / weekCompensation
MARTIN O'CONNOR
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
SEC/TREAS/ADV.DIR.0$0
DANIEL O'CONNOR
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
ADV. DIR.0$0
PATRICIA O'CONNOR MERGENER
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
DIRECTOR0$0
CHRISTINE O'CONNOR LANE
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
PRESIDENT/ADV.DIR.0$0
MATTHEW O'CONNOR
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MARTIN O'CONNOR
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
SEC/TREAS/ADV.DIR.0$0
DANIEL O'CONNOR
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
ADV. DIR.0$0
PATRICIA O'CONNOR MERGENER
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
DIRECTOR0$0
CHRISTINE O'CONNOR LANE
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
PRESIDENT/ADV.DIR.0$0
MATTHEW O'CONNOR
C/O OConnor 1 Pierce Place 225W, Itasca, IL 60143
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARTIN O'CONNOR
C/O OConnor One Pierce Place225W, Itasca, IL 60143
SEC/TREAS/ADV.DIR.0$0
DANIEL O'CONNOR
C/O OConnor One Pierce Place225W, Itasca, IL 60143
ADV. DIR.0$0
PATRICIA O'CONNOR MERGENER
C/O OConnor One Pierce Place225W, Itasca, IL 60143
DIRECTOR0$0
CHRISTINE O'CONNOR LANE
C/O OConnor One Pierce Place225W, Itasca, IL 60143
PRESIDENT/ADV.DIR.0$0
MATTHEW O'CONNOR
C/O OConnor One Pierce Place225W, Itasca, IL 60143
DIRECTOR0$0

Address and contacts

Address (IRS master file)
C/O OCONNOR 1 PIERCE PLACE 225W, ITASCA, IL 60143-0000
In care of
% MARTIN M OCONNOR
Signed the 990-PF
MARTIN O'CONNOR, TREASURER/SECRETARY
Phone
(847) 948-0857
Return prepared by
THE O'CONNOR PARTNERSHIP 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-3999340
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
1996
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B99B)
Assets (IRS master file)
$2,334,626
Income (IRS master file)
$384,464

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$384,464$142,009$2,334,626XML
990-PFDecember 2024$391,987$112,675$2,092,171XML
990-PFDecember 2023$376,151$228,525$1,812,859XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 36-3999340).

Questions about OC FAMILY FOUNDATION

What is the EIN of OC FAMILY FOUNDATION?
The employer identification number (EIN) of OC FAMILY FOUNDATION is 36-3999340.
Is OC FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to OC FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OC FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OC FAMILY FOUNDATION 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 OC FAMILY FOUNDATION 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 OC FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does OC FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $384,464, expenses of $142,009 and total assets of $2,334,626 at year end.

Other nonprofits in ITASCA

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