Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
Name of foundation
THE O'NEIL FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)11325 JOHN CARROLL RD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OWINGS MILLS, MD21117
A Employer identification number

26-1313395
B Telephone number (see instructions)

(410) 837-2544
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,405,264
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,335,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 96 96  
4 Dividends and interest from securities... 88,961 88,961  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 519,394
b Gross sales price for all assets on line 6a 4,612,518
7 Capital gain net income (from Part IV, line 2)... 519,394
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,943,451 608,451 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,470 2,235 0 2,235
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 17,937 3,070 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 86 43 0 43
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,493 5,348 0 2,278
25 Contributions, gifts, grants paid....... 915,400 915,400
26 Total expenses and disbursements. Add lines 24 and 25 937,893 5,348 0 917,678
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,005,558
b Net investment income (if negative, enter -0-) 603,103
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 821,811 2,709 2,709
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,338,491 Click to see attachment10,163,151 12,402,555
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,160,302 10,165,860 12,405,264
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 9,160,302 10,165,860
30 Total net assets or fund balances (see instructions)..... 9,160,302 10,165,860
31 Total liabilities and net assets/fund balances (see instructions). 9,160,302 10,165,860
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,160,302
2
Enter amount from Part I, line 27a .....................
2
1,005,558
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,165,860
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
10,165,860
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a CELEGENE CORP 1000 SH P 2010-10-19 2015-07-28
b MARKEL COPR 15 SH P 2008-06-04 2015-07-08
c MARKEL COPR 10 SH P 2008-06-30 2015-07-08
d MARKEL COPR 10 SH P 2008-07-02 2015-07-08
e MARKEL COPR 50 SH P 2008-12-23 2015-07-08
MARKEL COPR 50 SH P 2009-02-13 2015-07-08
MARKEL COPR 50 SH P 2009-04-23 2015-07-08
MARKEL COPR 35 SH P 2010-11-08 2015-07-08
CELEGENE CORP 600 SH P 2011-01-11 2015-09-18
DISCOVER FINL SVCS 3100 SH P 2013-12-17 2015-09-08
DISCOVER FINL SVCS 1000 SH P 2014-03-10 2015-09-08
EXPEDITORS INTL WASH INC 300 SH P 2009-10-16 2015-09-18
EXPEDITORS INTL WASH INC 300 SH P 2009-12-08 2015-09-18
EXPEDITORS INTL WASH INC 300 SH P 2012-03-16 2015-09-18
EXPEDITORS INTL WASH INC 300 SH P 2012-03-16 2015-09-18
FASTENAL COMPANY 3000 SH P 2013-05-21 2015-09-03
DISCOVER FINL SVCS 1150 SH P 2015-05-20 2015-09-08
QUALCOMM INC 400 SH P 2008-04-22 2015-10-27
QUALCOMM INC 200 SH P 2008-07-02 2015-10-27
QUALCOMM INC 500 SH P 2008-12-05 2015-10-27
QUALCOMM INC 900 SH P 2010-05-20 2015-10-27
SIGNET JEWELERS LTD 350 SH P 2014-02-21 2015-10-01
VERISK ANALYTICS INC 500 SH P 2013-11-06 2015-10-13
BIOGEN INC 525 SH P 2014-12-15 2015-10-21
BIOGEN INC 250 SH P 2015-07-27 2015-10-21
CHIPOTLE MEXICAN GRILL 200 SH P 2015-02-04 2015-10-19
CHIPOTLE MEXICAN GRILL 100 SH P 2015-04-07 2015-10-19
QUALCOMM INC 3200 SH P 2015-01-26 2015-10-27
EXPEDITORS INTL WASH INC 600 SH P 2012-03-16 2015-11-23
EXPEDITORS INTL WASH INC 1500 SH P 2012-08-09 2015-11-23
EXPEDITORS INTL WASH INC 1000 SH P 2014-10-20 2015-11-23
TANGOE INC 9700 SH P 2014-03-28 2015-11-09
TANGOE INC 2500 SH P 2014-07-17 2015-11-09
EXPEDITORS INTL WASH INC 1400 SH P 2014-12-15 2015-11-23
ANADARKO PETE CORP 1800 SH P 2010-07-08 2015-12-11
ANADARKO PETE CORP 700 SH P 2010-07-08 2015-12-11
COSTAR GROUP INC 300 SH P 2011-09-06 2015-12-22
FINL ENGINES INC 2325 SH P 2012-05-22 2015-12-11
WASTE CONNECTIONS INC 800 SH P 2013-02-20 2015-12-22
AMERICAN TOWER REIT INC 1500 SH P 2008-11-21 2016-02-18
RANGE RESOURCES CORP 500 SH P 2011-04-26 2016-02-09
RANGE RESOURCES CORP 1000 SH P 2014-11-04 2016-02-09
RANGE RESOURCES CORP 1500 SH P 2014-12-04 2016-02-09
TRIMBLE NAV LTD 2550 SH P 2010-02-24 2016-02-18
TRIMBLE NAV LTD 1450 SH P 2014-12-04 2016-02-18
RANGE RESOURCES CORP 3200 SH P 2015-07-31 2016-02-08
RANGE RESOURCES CORP 800 SH P 2015-08-12 2016-02-08
TRIMBLE NAV LTD 3000 SH P 2014-12-04 2016-03-09
QUALYS INC 3150 SH P 2015-05-27 2016-03-07
RANGE RESOURCES CORP 2850 SH P 2015-10-20 2016-03-03
RANGE RESOURCES CORP 4150 SH P 2015-12-10 2016-03-03
THREE D SYSTEMS 17450 SH P 2015-09-04 2016-03-28
THREE D SYSTEMS 5550 SH P 2015-11-19 2016-03-28
INTUITIVE SURGICAL INC 200 SH P 2013-12-27 2016-04-20
THREE D SYSTEMS 17000 SH P 2015-11-19 2016-04-08
EXAMWORKS GROUP INC 250 SH P 2015-07-01 2016-05-25
ANSYS INC 300 SH P 2008-07-01 2016-06-16
ANSYS INC 200 SH P 2008-07-02 2016-06-16
ANSYS INC 100 SH P 2008-10-28 2016-06-16
ANSYS INC 400 SH P 2008-12-05 2016-06-16
AMERICAN TOWER REIT INC 200 SH P 2008-10-21 2016-06-29
MARKEL COPR 65 SH P 2010-11-08 2016-05-31
WASTE CONNECTIONS INC 700 SH P 2013-02-20 2016-06-24
DISCOVER FINL SVCS 5000 SH P 2016-01-05 2016-05-31
EXAMWORKS GROUP INC 4500 SH P 2015-07-01 2016-06-15
EXAMWORKS GROUP INC 1800 SH P 2015-07-14 2016-06-15
CLASS ACTION SETTLEMENT P 2015-10-21 2015-10-21
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 134,034   29,344 104,690
b 12,675   6,174 6,501
c 8,451   3,760 4,691
d 8,450   3,798 4,652
e 42,252   14,268 27,984
42,251   15,537 26,714
42,251   13,913 28,338
29,576   12,832 16,744
73,594   17,429 56,165
158,279   165,852 -7,573
51,058   59,398 -8,340
13,973   10,487 3,486
46,576   32,762 13,814
41,918   41,249 669
46,267   45,832 435
114,142   155,535 -41,393
58,717   69,164 -10,447
23,642   16,602 7,040
11,821   9,291 2,530
29,553   15,258 14,295
53,195   32,651 20,544
46,931   33,202 13,729
40,469   31,253 9,216
148,007   177,036 -29,029
70,480   76,585 -6,105
142,819   135,608 7,211
71,409   65,902 5,507
189,136   231,056 -41,920
29,304   27,499 1,805
73,260   54,430 18,830
48,840   39,705 9,135
68,003   174,972 -106,969
17,527   35,760 -18,233
68,376   63,785 4,591
89,038   76,583 12,455
34,626   29,784 4,842
60,673   14,399 46,274
78,882   47,099 31,783
43,929   28,097 15,832
130,366   31,485 98,881
14,163   26,742 -12,579
28,326   67,459 -39,133
42,488   91,615 -49,127
59,028   34,567 24,461
33,565   41,285 -7,720
90,642   127,837 -37,195
22,660   31,047 -8,387
74,818   85,417 -10,599
82,504   125,096 -42,592
80,929   101,495 -20,566
117,844   107,314 10,530
257,713   225,262 32,451
81,966   49,781 32,185
129,747   75,990 53,757
271,493   152,483 119,010
8,637   9,763 -1,126
26,244   13,381 12,863
17,496   8,863 8,633
8,748   2,526 6,222
34,992   10,522 24,470
22,464   4,198 18,266
62,359   23,831 38,528
48,854   24,585 24,269
280,794   263,611 17,183
156,235   175,739 -19,504
62,494   67,339 -4,845
565     565
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       104,690
b       6,501
c       4,691
d       4,652
e       27,984
      26,714
      28,338
      16,744
      56,165
      -7,573
      -8,340
      3,486
      13,814
      669
      435
      -41,393
      -10,447
      7,040
      2,530
      14,295
      20,544
      13,729
      9,216
      -29,029
      -6,105
      7,211
      5,507
      -41,920
      1,805
      18,830
      9,135
      -106,969
      -18,233
      4,591
      12,455
      4,842
      46,274
      31,783
      15,832
      98,881
      -12,579
      -39,133
      -49,127
      24,461
      -7,720
      -37,195
      -8,387
      -10,599
      -42,592
      -20,566
      10,530
      32,451
      32,185
      53,757
      119,010
      -1,126
      12,863
      8,633
      6,222
      24,470
      18,266
      38,528
      24,269
      17,183
      -19,504
      -4,845
      565
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 519,394
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 502,340 12,033,484 0.041745
2013 409,990 10,835,459 0.037838
2012 380,825 8,144,106 0.046761
2011 216,563 6,355,953 0.034072
2010 75,826 4,940,747 0.015347
2
Total of line 1, column (d) .....................
20.175763
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.035153
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
11,827,221
5
Multiply line 4 by line 3......................
5
415,762
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,031
7
Add lines 5 and 6........................
7
421,793
8
Enter qualifying distributions from Part XII, line 4.............
8
917,678
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,031
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,031
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,031
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 172
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,203
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHOMAS F O'NEIL JR Telephone no.bullet (410) 837-2544

    Located atbullet11325 JOHN CARROLL RDOWINGS MILLSMD ZIP+4bullet21117
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THOMAS F O'NEIL JR DIRECTOR
    2.00
    0 0 0
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    PAMELA B O'NEIL DIRECTOR
    1.00
    0 0 0
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    THOMAS F O'NEIL III DIRECTOR
    1.00
    0 0 0
    265 ELIZABETH STREET
    NEW YORK,NY10012
    STEPHEN B O'NEIL DIRECTOR
    1.00
    0 0 0
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    MICHAEL N O'NEIL DIRECTOR
    1.00
    0 0 0
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,358,796
    b
    Average of monthly cash balances.......................
    1b
    648,535
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,007,331
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,007,331
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    180,110
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,827,221
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    591,361
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    591,361
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    6,031
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,031
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    585,330
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    585,330
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    585,330
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    917,678
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    917,678
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    6,031
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    911,647
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 585,330
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 497,615
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 917,678
    a Applied to 2014, but not more than line 2a 497,615
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 420,063
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    165,267
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THOMAS F O'NEIL JR
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    (410) 837-2544
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    UNSPECIFIED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TO ADVANCE CHARITABLE PURPOSES.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ARCHDIOCESE OF BALTIMORE
    320 CATHEDRAL STREET
    BALTIMORE,MD21201
      501(C)(3) CHARITABLE 100,000
    BOLTON STREET SYNAGOGUE
    212 W COLD SPRING LANE
    BALTIMORE,MD21210
      501(C)(3) CHARITABLE 2,500
    BOYS HOPE GIRLS HOPE OF BALTIMORE
    3700 E NORTHERN PARKWAY 2ND FLOOR
    BALTIMORE,MD21206
      501(C)(3) CHARITABLE 10,400
    BRYN MAWR SCHOOL
    109 W MELROSE AVENUE
    BALTIMORE,MD21210
      501(C)(3) CHARITABLE 5,000
    BY THEIR SIDE
    7215 YORK ROAD SUITE 352
    BALTIMORE,MD21212
      501(C)(3) CHARITABLE 10,000
    CALM
    1236 CHAPALA ST
    SANTA BARBARA,CA93101
      501(C)(3) CHARITABLE 5,000
    CALVERT HALL COLLEGE HIGH SCHOOL
    8102 LA SALLE ROAD
    BALTIMORE,MD21286
      501(C)(3) CHARITABLE 5,000
    CHESAPEAKE-POTOMAC SPINA BIFIDA INC
    PO BOX 1750
    ANNAPOLIS,MD21404
      501(C)(3) CHARITABLE 1,000
    CHURCH OF THE NATIVITY
    20 E RIDGELY ROAD
    LUTHERVILLE,MD21093
      501(C)(3) CHARITABLE 260,000
    CRISTO REY JESUIT HIGH SCHOOL
    420 S CHESTER STREET
    BALTIMORE,MD21231
      501(C)(3) CHARITABLE 130,000
    GARISON FOREST SCHOOL
    300 GARRISON FOREST ROAD
    OWING MILLS,MD21117
      501(C)(3) CHARITABLE 12,000
    HOUSE OF RUTH
    2201 ARGONNE DRIVE
    BALTIMORE,MD21218
      501(C)(3) CHARITABLE 10,000
    INTERNATIONAL CAMPAIGN FOR TIBET
    1825 JEFFERSON PLACE NW
    WASHINGTON,DC20036
      501(C)(3) CHARITABLE 2,500
    JEMICY SCHOOL
    11 CELADON ROAD
    OWING MILLS,MD21117
      501(C)(3) CHARITABLE 102,500
    LOYOLA BLAKEFIELD
    500 CHESTNUT AVE
    TOWSON,MD21204
      501(C)(3) CHARITABLE 25,000
    MARYLAND SPCA
    3300 FALLS ROAD
    BALTIMORE,MD21211
      501(C)(3) CHARITABLE 5,000
    MOTHER SETON ACADEMY
    2215 GREENMOUNT AVENUE
    BALTIMORE,MD21218
      501(C)(3) CHARITABLE 50,000
    NCADD MD
    28 EAST OSTEND STREET SUITE 303
    BALTIMORE,MD21230
      501(C)(3) CHARITABLE 2,500
    OXFAM AMERICA INC
    226 CAUSEWAY STREET
    BOSTON,MA021142171
      501(C)(3) CHARITABLE 5,000
    SAFE ALTERNATIVE FOUNDATION FOR EDUCATION
    1501 W LEXINGTON STREET
    BALTIMORE,MD21223
      501(C)(3) CHARITABLE 8,000
    SAINT ANN'S CENTER FOR CHILDREN YOUTH & FAMILIES
    4901 EASTERN AVENUE
    HYATTSVILLE,MD20782
      501(C)(3) CHARITABLE 10,000
    SAINT ELIZABETH SCHOOL
    801 ARGONNE DRIVE
    BALTIMORE,MD21218
      501(C)(3) CHARITABLE 9,000
    SAINT IGNATIUS CHURCH
    740 N CALVERT STREET
    BALTIMORE,MD21202
      501(C)(3) CHARITABLE 5,000
    SEARCH MINISTRIES
    5038 DORSEY HALL DRIVE
    ELLICOTT CITY,MD21042
      501(C)(3) CHARITABLE 55,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104
      501(C)(3) CHARITABLE 25,000
    THE HERREN PROJECT
    PO BOX 131
    PORTSMOUTH,RI02871
      501(C)(3) CHARITABLE 25,000
    THE PHOENIX OF SANTA BARBARA INC
    107 E MICHELTORENA
    SANTA BARBARA,CA93101
      501(C)(3) CHARITABLE 20,000
    THE WASHINGTON JESUIT ACADEMY
    900 VARNUM STREET NE
    WASHINGTON,DC20017
      501(C)(3) CHARITABLE 5,000
    THE WILMER EYE INSTITUTE
    600 NORTH WOLFE STREET
    BALTIMORE,MD21287
      501(C)(3) CHARITABLE 10,000
    Total .................................bullet 3a 915,400
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 96  
    4 Dividends and interest from securities....     14 88,961  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 519,394 0
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 608,451 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13608,451
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 INTEREST, DIVIDENDS, CAPITAL GAINS DISTRIBUTIONS AND GAIN ON THE SALE
    4 OF INVESTMENTS PROVIDE INCOME FOR DISTRIBUTIONS TO CHARITABLE
    8 ORGANIZATIONS.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    THE O'NEIL FAMILY FOUNDATION INC
     
    Employer identification number

    26-1313395
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE O'NEIL FAMILY FOUNDATION INC
     
    Employer identification number
    26-1313395
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    THOMAS F O'NEIL JR  
    11325 JOHN CARROLL RD
     
    OWINGS MILLS, MD21117

    $ 1,335,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE O'NEIL FAMILY FOUNDATION INC
     
    Employer identification number

    26-1313395
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE O'NEIL FAMILY FOUNDATION INC
     
    Employer identification number

    26-1313395
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    THE O'NEIL FAMILY FOUNDATION INC
    EIN:
    26-1313395
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,470 2,235 0 2,235

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE O'NEIL FAMILY FOUNDATION INC
    EIN:
    26-1313395
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANSYS INC 312,331 544,500
    AAC HOLDINGS INC 227,867 228,200
    ALPHABET INC 361,952 387,576
    AMERICAN TOWER CORP CL A 92,378 499,657
    ANADARKO PET CORP 0 0
    APPLIED MINERALS INC 42,850 14,400
    BIOGEN INC 0 0
    BLACK BAUD INC 306,915 407,400
    CARMAX INC 402,184 343,210
    CELGENE CORP COM 144,229 236,712
    CHIPOTLE MEXICAN GRILL 0 0
    COSTAR GROUP INC 61,195 278,792
    DISCOVER FINANCIAL SERV 0 0
    ECOLAB INC 183,823 355,800
    ENVESTNET INC 243,911 249,825
    EXPEDITORS INTL WASH INC 0 0
    FASTENAL COMPANY 422,802 399,510
    FINL ENGINES INC 200,477 181,090
    FREEPRT-MCMRAN CPR & GLD 63,272 82,213
    ILLUMINA INC 188,448 190,496
    IMAX CORP 413,533 442,200
    INTUITIVE SURGICAL INC 324,351 462,987
    LKQ CORP 326,621 426,365
    LYNAS CORP LTD 9,292 2,955
    MARKEL CORP COM 142,603 285,834
    MASTERCARD INC 250,864 242,165
    MCGRAW HILL FINANCIAL 0 0
    MOODY'S CORP 223,238 290,501
    POTASH CORP SASKATECHEWAN 442,440 219,646
    PRA GROUP INC 621,036 337,960
    QUALCOMM INC 475,639 519,629
    QUALYS INC 0 0
    RANGE RESOURCES CORP DEL 0 0
    RED HAT INC 267,472 399,300
    ROPER TECHNOLOGIES INC 312,774 311,272
    S&P GLOBAL INC 316,117 332,506
    SEI INVT CO 153,761 360,825
    SIGNET JEWELERS LTD 428,012 362,604
    SILVER WHEATON CORP 117,850 352,950
    STERICYCLE INC COM 253,548 299,345
    TANGOE INC 0 0
    TRANSDIGM GROUP INC 395,050 448,273
    TRIMBLE NAV LTD 215,611 238,728
    TYLER TECHS INC 275,585 337,254
    VERISK ANALYTICS INC. 268,666 352,698
    WABTEC 215,711 219,469
    WAGEWORKS INC 318,259 469,508
    WASTE CONNECTIONS INC 140,484 288,200

    TY 2015 OtherExpensesSchedule
    Name:
    THE O'NEIL FAMILY FOUNDATION INC
    EIN:
    26-1313395
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGES 86 43 0 43


    TY 2015 TaxesSchedule
    Name:
    THE O'NEIL FAMILY FOUNDATION INC
    EIN:
    26-1313395
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 3,070 3,070 0 0
    2014 FEDERAL TAX 14,867 0 0 0