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Nonprofit · EIN 95-4299924

CARROLL AND NANCY OCONNOR FOUNDATION

Tax-exempt · LOS ANGELES, CA 90067

Financials

$115K$261K2023$423K$278K2024
Revenue Expenses · by fiscal year end
Financials of CARROLL AND NANCY OCONNOR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$423,286$278,100$145,186$3,554,158$0$3,554,158
December 31, 2023990-PF$114,934$260,718-$145,784$3,417,823$0$3,417,823
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$111,059
Interest
$27,487
Net gain from sales of assets
$284,740

Expenses

Grants and similar amounts paid
$200,150
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$211,638
Excise tax on investment income
$4,839

Balance sheet and other

Total assets, start of year
$3,417,823
Total assets, end of year
$3,554,158
Total liabilities, end of year
$0
Net assets, end of year
$3,554,158
Fair market value of assets
$4,472,343
Qualifying distributions
$211,638
Net investment income
$414,602

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
KENNETH A MILES
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067
CEO/DIRECTOR1$0
ANGELA O'CONNOR
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067
SECRETARY1$0
SEAN O'CONNOR
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067
CFO/DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KENNETH A MILES
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067
CEO/DIRECTOR1$0
ANGELA O'CONNOR
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067
SECRETARY1$0
SEAN O'CONNOR
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067
CFO/DIRECTOR1$0

Address and contacts

Address (IRS master file)
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067-2701
In care of
% NANAS STERN BIERS & CO
Signed the 990-PF
KENNETH A MILES, CEO
Phone
(310) 273-2501
Return prepared by
CLIFTONLARSONALLEN LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4299924 or by the name CARROLL AND NANCY OCONNOR FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-4299924
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,554,158
Income (IRS master file)
$858,542

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$423,286$278,100$3,554,158XML
990-PFDecember 2023$114,934$260,718$3,417,823XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 95-4299924).

Questions about CARROLL AND NANCY OCONNOR FOUNDATION

What is the EIN of CARROLL AND NANCY OCONNOR FOUNDATION?
The employer identification number (EIN) of CARROLL AND NANCY OCONNOR FOUNDATION is 95-4299924.
Is CARROLL AND NANCY OCONNOR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to CARROLL AND NANCY OCONNOR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARROLL AND NANCY OCONNOR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CARROLL AND NANCY OCONNOR FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARROLL AND NANCY OCONNOR FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CARROLL AND NANCY OCONNOR FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does CARROLL AND NANCY OCONNOR FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $423,286, expenses of $278,100 and total assets of $3,554,158 at year end.

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