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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$19,780,050
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) 33,342
2 Check bullet.............
3 Interest on savings and temporary cash investments 17,128 17,128  
4 Dividends and interest from securities... 119,297 119,297  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,228,946
b Gross sales price for all assets on line 6a 8,747,862
7 Capital gain net income (from Part IV, line 2)... 2,228,946
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........ 2,398,713 2,365,371 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)....... 5,360 2,680 0 2,680
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 29,490 5,490 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 85 42 0 43
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,935 8,212 0 2,723
25 Contributions, gifts, grants paid....... 899,150 899,150
26 Total expenses and disbursements. Add lines 24 and 25 934,085 8,212 0 901,873
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,464,628
b Net investment income (if negative, enter -0-) 2,357,159
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 770,217 300,464 300,464
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)....... 11,445,132 Click to see attachment13,379,513 19,479,586
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) 12,215,349 13,679,977 19,780,050
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 12,215,349 13,679,977
30 Total net assets or fund balances (see instructions)..... 12,215,349 13,679,977
31 Total liabilities and net assets/fund balances (see instructions). 12,215,349 13,679,977
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
12,215,349
2
Enter amount from Part I, line 27a .....................
2
1,464,628
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,679,977
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
13,679,977
Form 990-PF (2018)
Form 990-PF (2018)
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 500 SHS ANSYS INC COM P 2009-11-05 2018-07-19
b 4350 SHS DISCOVER FINL SVCS P 2018-01-25 2018-07-20
c 2000 SHS WAGEWORKS INC P 2017-08-13 2018-07-30
d 4000 SHS WAGEWORKS INC P 2018-04-06 2018-07-30
e 350 SHS ILLUMINA INC P 2016-06-24 2018-07-30
400 SHS SIGNET JEWELERS LTD P 2016-05-23 2018-08-09
600 SHS SIGNET JEWELERS LTD P 2016-06-15 2018-08-09
7500 SHS THREE D SYSTEMS NEW P 2017-10-31 2018-08-13
23 SHS COSTAR GROUP INC COM P 2011-09-06 2018-08-23
US TREASURY BILL P 2018-06-11 2018-08-24
400 SHS SIGNET JEWELERS LTD P 2016-06-15 2018-09-07
1600 SHS SIGNET JEWELERS LTD P 2017-11-22 2018-09-07
4000 SHS SIGNET JEWELERS LTD P 2018-03-23 2018-09-07
550 SHS TRIMBLE INC P 2014-12-04 2018-09-19
3450 SHS TRIMBLE INC P 2015-12-17 2018-09-19
300 SHS TYLER TECHS INC DEL COM P 2016-02-05 2018-09-19
1000 SHS VERISK ANALYTICS INC P 2013-11-06 2018-09-19
450 SHS ILLUMINA INC P 2016-06-24 2018-09-26
300 SHS ROPER TECHNOLOGIES INC P 2016-06-22 2018-10-05
3600 SHS SEI INVT CO PA PV $0.01 P 2012-03-05 2018-10-05
50 SHS SEI INVT CO PA PV $0.01 P 2012-08-28 2018-10-05
900 SHS SEI INVT CO PA PV $0.01 P 2012-10-18 2018-10-05
550 SHS TRIMBLE INC P 2015-12-17 2018-10-05
950 SHS TRIMBLE INC P 2016-01-05 2018-10-05
US TREASURY BILL P 2018-06-11 2018-10-16
US TREASURY BILL P 2018-06-11 2018-10-16
2500 SHS WATSCO INC P 2017-02-24 2018-10-26
675 SHS WATSCO INC P 2017-05-31 2018-10-26
1550 RED HAT INC P 2013-05-31 2018-12-10
1800 RED HAT INC P 2013-09-24 2018-12-10
4500 SHS FASTENAL COMPANY P 2002-10-08 2019-01-11
1000 SHS FASTENAL COMPANY P 2013-07-10 2019-01-11
1500 SHS FASTENAL COMPANY P 2013-07-10 2019-01-24
1500 SHS FASTENAL COMPANY P 2015-11-04 2019-01-24
1500 SHS FASTENAL COMPANY P 2016-10-14 2019-01-24
500 SHS FASTENAL COMPANY P 2016-10-19 2019-01-24
5000 SHS QUALCOMM INC P 2018-09-19 2019-01-24
1500 SHS QUALCOMM INC P 2018-10-23 2019-01-24
2000 SHS QUALCOMM INC P 2018-12-13 2019-01-24
125 SHS ALPHABET INC P 2015-07-17 2019-02-15
25 SHS ALPHABET INC P 2015-08-25 2019-02-15
750 SHS EDWARDS LIFESCIENCES CRP P 2017-02-14 2019-02-15
120 SHS NUTRIEN LTD REG SHS P 2008-10-28 2019-02-19
480 SHS NUTRIEN LTD REG SHS P 2008-12-05 2019-02-19
30 SHS NUTRIEN LTD REG SHS P 2009-09-21 2019-02-19
720 SHS NUTRIEN LTD REG SHS P 2011-05-18 2019-02-19
600 SHS NUTRIEN LTD REG SHS P 2012-11-07 2019-02-19
550 SHS NUTRIEN LTD REG SHS P 2013-12-26 2019-02-19
2750 SHS WAGEWORKS INC P 2018-09-13 2019-02-15
2250 SHS WAGEWORKS INC P 2018-09-13 2019-02-19
4700 SHS SMITH A O CORP DEL COM P 2018-08-02 2019-03-06
2500 SHS SMITH A O CORP DEL COM P 2018-10-10 2019-03-06
2800 SHS SMITH A O CORP DEL COM P 2018-10-18 2019-03-06
5000 SHS WAGEWORKS INC P 2018-09-13 2019-03-14
2900 SHS CELGENE CORP COM P 2018-10-09 2019-03-20
400 SHS COSTAR GROUP INC COM P 2011-09-06 2019-03-28
3100 SHS CELGENE CORP COM P 2018-10-26 2019-03-29
2000 SHS FASTENAL COMPANY P 2017-04-12 2019-04-16
3500 SHS TRIMBLE INC P 2016-01-05 2019-04-24
1000 SHS ECOLAB INC P 2011-11-23 2019-05-21
900 SHS VERISK ANALYTICS INC P 2013-11-06 2019-05-21
1500 SHS OKTA INC REG SHS CL A P 2018-10-26 2019-05-21
US TREASURY BILL P 2019-01-14 2019-06-19
80000 SHS APPLIED MINERALS INC P 2010-12-21 2019-06-13
500 SHS AMERICAN TOWER REIT INC P 2008-11-21 2019-06-11
3400 SHS PROS HFDGS INC P 2016-10-31 2019-06-12
250 SHS ROPER TECHNOLOGIES INC P 2016-06-22 2019-06-12
7500 SHS LYNAS CORP LTD P 2009-02-17 2019-06-05
500 SHS OKTA INC REG SHS CL A P 2018-10-26 2019-06-12
(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 90,275   19,692 70,583
b 314,493   349,698 -35,205
c 106,058   118,700 -12,642
d 212,116   181,794 30,322
e 102,243   48,597 53,646
23,902   43,498 -19,596
35,853   50,493 -14,640
141,225   93,712 47,513
9,929   1,104 8,825
99,637   99,223 414
25,473   33,662 -8,189
101,891   85,839 16,052
254,726   159,642 95,084
24,068   15,660 8,408
150,975   76,142 74,833
71,571   41,404 30,167
120,144   62,240 57,904
163,041   62,482 100,559
88,209   51,415 36,794
215,203   71,413 143,790
2,989   1,099 1,890
53,801   19,416 34,385
22,942   12,139 10,803
39,626   20,207 19,419
199,823   198,445 1,378
199,845   198,445 1,400
366,970   360,937 6,033
99,082   94,265 4,817
273,818   76,023 197,795
317,982   84,939 233,043
244,990   33,342 211,648
54,442   48,707 5,735
88,171   68,835 19,336
88,171   60,922 27,249
88,171   57,897 30,274
29,390   19,432 9,958
252,449   371,710 -119,261
75,735   100,207 -24,472
100,980   115,921 -14,941
139,781   83,411 56,370
27,956   15,161 12,795
132,434   67,417 65,017
6,360   6,485 -125
25,440   19,277 6,163
1,590   2,312 -722
38,159   98,922 -60,763
31,799   59,938 -28,139
29,149   45,266 -16,117
102,688   114,927 -12,239
83,505   94,031 -10,526
246,250   276,344 -30,094
130,984   122,772 8,212
146,702   131,879 14,823
189,698   208,958 -19,260
256,919   251,692 5,227
183,956   19,198 164,758
289,939   244,934 45,005
138,107   85,498 52,609
143,790   74,447 69,343
182,845   52,478 130,367
128,154   56,255 71,899
165,680   77,831 87,849
499,211   493,807 5,404
2,705   42,850 -40,145
103,997   10,495 93,502
200,934   74,951 125,983
90,869   42,846 48,023
14,320   9,292 5,028
63,532   25,944 37,588
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       70,583
b       -35,205
c       -12,642
d       30,322
e       53,646
      -19,596
      -14,640
      47,513
      8,825
      414
      -8,189
      16,052
      95,084
      8,408
      74,833
      30,167
      57,904
      100,559
      36,794
      143,790
      1,890
      34,385
      10,803
      19,419
      1,378
      1,400
      6,033
      4,817
      197,795
      233,043
      211,648
      5,735
      19,336
      27,249
      30,274
      9,958
      -119,261
      -24,472
      -14,941
      56,370
      12,795
      65,017
      -125
      6,163
      -722
      -60,763
      -28,139
      -16,117
      -12,239
      -10,526
      -30,094
      8,212
      14,823
      -19,260
      5,227
      164,758
      45,005
      52,609
      69,343
      130,367
      71,899
      87,849
      5,404
      -40,145
      93,502
      125,983
      48,023
      5,028
      37,588
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 2,228,946
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))
2017 582,252 16,163,475 0.036023
2016 281,581 13,600,002 0.020704
2015 911,647 11,827,221 0.077080
2014 502,340 12,033,484 0.041745
2013 409,990 10,835,459 0.037838
2
Total of line 1, column (d) .....................
2
0.213390
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.042678
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
17,834,097
5
Multiply line 4 by line 3......................
5
761,124
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
23,572
7
Add lines 5 and 6........................
7
784,696
8
Enter qualifying distributions from Part XII, line 4,.............
8
901,873
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 23,572
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 23,572
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 23,572
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 29,451
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,451
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,879
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet5,879 RefundedBullet 11 0
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    1537 38TH STREET
    SEATTLE,WA98122
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    17,588,744
    b
    Average of monthly cash balances.......................
    1b
    516,938
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,105,682
    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
    18,105,682
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    271,585
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,834,097
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    891,705
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    891,705
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    23,572
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,572
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    868,133
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    868,133
    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
    868,133
    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
    901,873
    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
    901,873
    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
    23,572
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    878,301
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 868,133
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 731,846
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 901,873
    a Applied to 2017, but not more than line 2a 731,846
    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 2018 distributable amount..... 170,027
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    698,106
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    ARCHBISHOP CURLEY
    3701 SINCLAIR LANE
    BALTIMORE,MD21213
      501(C)(3) CHARITABLE 7,500
    BABY2BABY
    5830 W JEFFERSON BLVD
    LOS ANGELES,CA90016
      501(C)(3) CHARITABLE 10,000
    BALTIMORE AREA COUNCIL BSA
    701 WYMAN PARK DRIVE
    BALTIMORE,MD21211
      501(C)(3) CHARITABLE 1,000
    BALTIMORE COLLEGIATE SCHOOL FOR BOYS
    2500 E NORTHERN PARKWAY
    BALTIMORE,MD21214
      501(C)(3) CHARITABLE 20,000
    CARNEGIE INSTITUTE OF WASHINGTON
    1530 P STREET NW
    WASHINGTON,DC20005
      501(C)(3) CHARITABLE 2,500
    CATHOLIC CHARITIES
    2050 BALLENGER AVENUE SUITE 400
    ALEXANDRIA,VA22314
      501(C)(3) CHARITABLE 200,000
    CAVES VALLEY GOLF CLUB FOUNDATION INC
    2910 BLENDON ROAD
    OWING MILLS,MD21117
      501(C)(3) CHARITABLE 5,000
    CHILDREN'S HEALTHWATCH
    1 BOSTON MEDICAL CENTER PLACE
    BOSTON,MA02118
      501(C)(3) CHARITABLE 1,000
    CHRISTOPHER O'NEIL MEMORIAL FUND
    500 CHESTNUT AVE
    TOWSON,MD21204
      501(C)(3) CHARITABLE 75,000
    CHURCH OF THE NATIVITY
    20 E RIDGELY ROAD
    LUTHERVILLE,MD21093
      501(C)(3) CHARITABLE 75,000
    CRISTO REY JESUIT HIGH SCHOOL
    420 S CHESTER STREET
    BALTIMORE,MD21231
      501(C)(3) CHARITABLE 40,000
    EMPOWER HER NETWORK
    8 NORTH RIDGE LANE
    NEW LONDON,CT06320
      501(C)(3) CHARITABLE 12,000
    IN THE GAME MINISTRIES
    PO BOX 2485
    ELLICOTT CITY,MD21041
      501(C)(3) CHARITABLE 50,000
    JEMICY SCHOOL
    11 CELADON ROAD
    OWING MILLS,MD21117
      501(C)(3) CHARITABLE 20,000
    LOYOLA BLAKEFIELD
    500 CHESTNUT AVE
    TOWSON,MD21204
      501(C)(3) CHARITABLE 50,000
    LOYOLA EARLY LEARNING CENTER
    801 ST PAUL STREET
    BALTIMORE,MD21202
      501(C)(3) CHARITABLE 12,500
    MERCY HIGH SCHOOL
    1300 E NORTHERN PARKWAY
    BALTIMORE,MD21239
      501(C)(3) CHARITABLE 50,000
    NW CHILDREN'S FOUNDATION
    2100 24TH AVENUE SOUTH NO 320
    SEATTLE,WA98144
      501(C)(3) CHARITABLE 20,000
    RANDOLPH MACON COLLEGE
    114 COLLEGE AVENUE
    ASHLAND,VA23005
      501(C)(3) CHARITABLE 5,000
    SAINT IGNATIUS LOYOLA ACADEMY
    300 EAST GITTINGS STREET
    BALTIMORE,MD21230
      501(C)(3) CHARITABLE 15,000
    SEARCH MINISTRIES
    5038 DORSEY HALL DRIVE
    ELLICOTT CITY,MD21042
      501(C)(3) CHARITABLE 50,000
    SHAREBABY
    PO BOX 341
    BROOKLANDVILLE,MD21022
      501(C)(3) CHARITABLE 31,200
    THE FAMILY TREE
    2108 NORTH CHARLES STREET
    BALTIMORE,MD21218
      501(C)(3) CHARITABLE 100,000
    THE HERREN PROJECT
    PO BOX 131
    PORTSMOUTH,RI02871
      501(C)(3) CHARITABLE 10,000
    THE LEAGUE FOR PEOPLE WITH DISABILITIES
    1111 EAST COLDSPRING LANE
    BALTIMORE,MD21236
      501(C)(3) CHARITABLE 25,000
    THE MORGAN FAMILY FOUNDATION
    11535 PEBBLECREAK DRIVE
    LUTHERVILLE,MD21093
      501(C)(3) CHARITABLE 1,450
    THE WILMER EYE INSTITUTE
    600 NORTH WOLFE STREET
    BALTIMORE,MD21287
      501(C)(3) CHARITABLE 10,000
    Total .................................bullet 3a 899,150
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 17,128  
    4 Dividends and interest from securities....     14 119,297  
    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 2,228,946  
    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 2,365,371 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,365,371
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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

    $ 33,342


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    1
    4500 SH FASTENAL COMPANY STOCK - PUBLICLY TRADED STOCK $ 246,870 2018-12-18
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 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 5,360 2,680 0 2,680

    TY 2018 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
    U.S. TREASURY BILLS 1,981,957 1,998,060
    ANSYS INC 156,591 553,014
    AAC HOLDINGS INC 438,098 68,800
    ALPHABET INC 156,612 270,228
    AMERICAN TOWER CORP CL A 53,533 520,939
    BLACKLINE INC 504,304 856,160
    BROOKS AUTOMATION INC 415,203 581,250
    CARMAX INC 209,595 347,320
    CORE LAB N.V. 888,648 627,360
    COSTAR GROUP INC 56,167 416,653
    ECOLAB INC 364,067 691,040
    EDWARDS LIFESCIENCES CORP 319,356 600,405
    FASTENAL COMPANY 300,436 456,260
    GENESEE & WYOM 580,247 800,000
    ILLUMINA INC 336,388 665,247
    INTUITIVE SURGICAL INC 137,681 422,263
    JPMORGAN CHASE & CO 604,226 614,900
    MARKEL CORP COM 393,319 599,280
    MASTERCARD INC 250,864 727,457
    MOHAWK INDUSTRIES INC 386,185 412,916
    MOODY'S CORP 149,728 410,151
    NUTRIEN LTD 740,021 694,980
    OKTA INC REG SHS CL A 155,662 370,530
    PROS HLDGS INC 148,299 417,516
    QUALYS INC COM 221,869 261,240
    ROPER TECHNOLOGIES INC 226,964 494,451
    S&P GLOBAL INC 178,322 404,327
    TELEFLEX INC 374,305 496,725
    THREE D SYSTEMS 430,126 386,750
    TRIMBLE NAV LTD 266,233 360,880
    TYLER TECHS INC 331,376 518,016
    VERISK ANALYTICS INC. 324,297 673,716
    VULCAN MATERIALS CO 377,239 480,585
    WABTEC 602,617 609,960
    WASTE CONNECTIONS INC 318,978 670,207

    TY 2018 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 85 42 0 43


    TY 2018 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 5,490 5,490 0 0
    2017 FEDERAL TAX 24,000 0 0 0