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 01-01-2018 , and ending 12-31-2018
Name of foundation
WILLIAM J AND DOROTHY K O'NEILL
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)2529 DETROIT AVE NO 126
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44113
A Employer identification number

34-1560893
B Telephone number (see instructions)

(216) 831-4134
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$101,514,079J 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) 1,082,563
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,183,611 2,183,611  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,009,044
b Gross sales price for all assets on line 6a 8,009,044
7 Capital gain net income (from Part IV, line 2)... 8,333,302
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)....... Click to see attachment 0 57,441  
12 Total. Add lines 1 through 11........ 11,275,218 10,574,354 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 185,065 0 0 185,065
14 Other employee salaries and wages...... 286,261 0 0 286,261
15 Pension plans, employee benefits....... 67,654 0 0 67,654
16a Legal fees (attach schedule)......... Click to see attachment 5,728 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment 64,150 26,751 0 37,399
c Other professional fees (attach schedule).... Click to see attachment 804,888 804,888 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 245,200 0 0 200
19 Depreciation (attach schedule) and depletion... Click to see attachment 11,478 0 0
20 Occupancy.............. 66,539 0 0 66,539
21 Travel, conferences, and meetings....... 67,532 0 0 67,532
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 39,492 69,382 0 38,592
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,843,987 901,021 0 749,242
25 Contributions, gifts, grants paid....... 4,283,953 4,131,637
26 Total expenses and disbursements. Add lines 24 and 25 6,127,940 901,021 0 4,880,879
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,147,278
b Net investment income (if negative, enter -0-) 9,673,333
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............. 169,165 249,927 249,927
2 Savings and temporary cash investments......... 4,140,389 2,302,780 2,302,780
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................     24,351
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..........     12,547
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 70,675,116 Click to see attachment77,929,538 92,257,395
c Investments—corporate bonds (attach schedule)....... 3,782,051 Click to see attachment3,744,299 3,689,694
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,004,467 Click to see attachment1,849,496 2,952,870
14 Land, buildings, and equipment: basis bullet162,985
Less: accumulated depreciation (attach schedule) bullet138,470 11,543 Click to see attachment24,515 24,515
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 82,782,731 86,100,555 101,514,079
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 82,782,731 86,100,555
30 Total net assets or fund balances (see instructions)..... 82,782,731 86,100,555
31 Total liabilities and net assets/fund balances (see instructions). 82,782,731 86,100,555
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
82,782,731
2
Enter amount from Part I, line 27a .....................
2
5,147,278
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
87,930,009
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,829,454
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
86,100,555
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 PUBLICLY TRADED SECURITIES P    
b PARTNERSHIPS P    
c
d
e
(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 8,009,044     8,009,044
b       324,258
c
d
e
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       8,009,044
b       324,258
c
d
e
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 8,333,302
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 3 324,258
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 4,932,451 106,020,518 0.046524
2016 4,942,075 93,832,616 0.052669
2015 4,761,612 96,346,431 0.049422
2014 3,843,308 95,726,430 0.040149
2013 3,510,883 85,879,687 0.040881
2
Total of line 1, column (d) .....................
2
0.229645
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
0.045929
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
113,003,370
5
Multiply line 4 by line 3......................
5
5,190,132
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
96,733
7
Add lines 5 and 6........................
7
5,286,865
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,880,879
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 1 193,467
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........................... 3 193,467
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- ..... 5 193,467
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 171,605
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 211,605
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,330
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 16,808
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet16,808 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletOH
    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 addressbulletWWW.ONEILL-FOUNDATION.ORG
    14
    The books are in care ofbulletCM WEALTH ADVISORS INC Telephone no.bullet (216) 831-9667

    Located atbullet2000 AUBURN DR 400CLEVELANDOH ZIP+4bullet44122
    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
     
    No
    ........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
    LESLIE PERKUL PRESIDENT/CEO
    40.00     		164,800 20,265 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    KELLY SWEENEY MCSHARE CHAIR
    1.00     		0 0 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    TIMOTHY O'NEILL SECRETARY
    1.00     		0 0 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    DAVID DONAHEY TREASURER
    1.00     		0 0 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    LAURA BOWER TRUSTEE
    1.00     		0 0 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    LINDA CLIFFORD TRUSTEE
    1.00     		0 0 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    ROBERT DONAHEY TRUSTEE
    1.00     		0 0 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    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
    MARCI LU EMPLOYEE
    40.00     		86,520 15,683 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    MARLENE CORRADO EMPLOYEE
    40.00     		63,860 12,301 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    SYMONE MCCLAIN EMPLOYEE
    40.00     		58,466 8,500 0
    2529 DETROIT AVE STE 126
    CLEVELAND,OH44113
    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
    CM WEALTH ADVISORS INC INVESTMENT MANAGEMENT 700,553
    30195 CHAGRIN BLVD 250
    CLEVELAND,OH44124
    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
    108,668,242
    b
    Average of monthly cash balances.......................
    1b
    2,781,914
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,274,078
    d
    Total (add lines 1a, b, and c).........................
    1d
    114,724,234
    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
    114,724,234
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,720,864
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    113,003,370
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,650,169
    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
    5,650,169
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    193,467
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    627
    c
    Add lines 2a and 2b............................
    2c
    194,094
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,456,075
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,456,075
    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
    5,456,075
    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
    4,880,879
    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
    4,880,879
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,880,879
    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 5,456,075
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    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...... 83,738
    e From 2017......  
    fTotal of lines 3a through e........ 83,738
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,880,879
    a Applied to 2017, but not more than line 2a 0
    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..... 4,880,879
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 83,738 83,738
    (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 ..........     		491,458
    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).)
    TIMOTHY O'NEILL
    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:
    O'NEILL FDN ATTN LESLIE PERKUL
    2529 DETROIT AVENUE SUITE 126
    CLEVELAND,OH44113
    (216) 831-4134
    INFO@ONEILL-FOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    SEND OR CALL REQUESTING FORMAT OR VISIT WEBSITE AT WWW.ONEILL-FOUNDATION.ORG
    cAny submission deadlines:
    SUBMISSION DATES CAN BE FOUND ON THE FOUNDATION'S WEBSITE AT WWW.ONEILL-FOUNDATION.ORG.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE O'NEILL FOUNDATION'S RESPONSIVE GRANTMAKING PROGRAM SUPPORTS NONPROFIT ORGANIZATIONS ALIGNED WITH OUR MISSION AND VISION. ORGANIZATIONS MUST HAVE FAMILY-FOCUSED PROGRAMMING, SERVE COMMUNITIES WHERE O'NEILL FAMILY MEMBERS ARE ACTIVELY INVOLVED, AND MEET THE REQUIREMENTS AND GUIDELINES FOR EACH PROGRAM AREA. THE PROACTIVE, GRANTMAKING PROGRAMS ARE MADE TO ORGANIZATIONS NOMINATED BY THE MEMBERS OF THE O'NEILL FAMILY ONLY. NO GRANTS ARE MADE TO INDIVIDUALS.
    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
    ACKERMAN INSTITUTE FOR THE FAMILY
    936 BROADWAY 2ND FL
    NEW YORK,NY10010     		  PC PROJECT SUPPORT 30,000
    ALTERNATIVE DIRECTIONS INC
    2505 N CHARLES STREET
    BALTIMORE,MD21218     		  PC PROJECT SUPPORT 20,000
    AMERICAN FRIENDS OF THE ARTS IN IRELAND
    PO BOX 426
    STONINGTON,CT06378     		  PC GENERAL OPERATING SUPPORT 500
    ANNAPOLIS FILM FESTIVAL
    107 ANNAPOLIS STREET
    ANNAPOLIS,MD21403     		  PC GENERAL OPERATING SUPPORT 1,000
    ANNAPOLIS MARITIME MUSEUM
    723 2ND STREET
    ANNAPOLIS,MD21403     		  PC GENERAL OPERATING SUPPORT 2,500
    ANNE ARUNDEL COMMUNITY COLLEGE FOUNDATION
    101 COLLEGE PARKWAY
    ARNOLD,MD21012     		  PC PROJECT SUPPORT 20,000
    ANNE ARUNDEL COUNTY CASA INC COURT APPOINTED SPECIAL ADVOCATES
    8 CHURCH CIRCLE
    ANNAPOLIS,MD21401     		  PC GENERAL OPERATING SUPPORT 2,000
    ANNE ARUNDEL COUNTY PUBLIC LIBRARY FOUNDATION
    5 HARRY S TRUMAN PARKWAY
    ANNAPOLIS,MD21401     		  PC GENERAL OPERATING SUPPORT 2,500
    ANNE ARUNDEL HEALTH SYSTEM FOUNDATION
    2001 MEDICAL PARKWAY STE 604
    ANNAPOLIS,MD21401     		  PC PROJECT SUPPORT 80,000
    ARUNDEL LODGE INC
    2600 SOLOMONS ISLAND RD
    EDGEWATER,MD21037     		  PC GENERAL OPERATING SUPPORT 2,500
    ASSOCIATION OF BALTIMORE AREA GRANTMAKERS
    2 EAST READ ST 2ND FLOOR
    BALTIMORE,MD21202     		  PC GENERAL OPERATING SUPPORT 3,570
    AUTISM SPEAKS INC
    1 EAST 33RD STREET
    NEW YORK,NY10016     		  PC PROJECT SUPPORT 2,000
    BALDWIN WALLACE UNIVERSITY
    275 EASTLAND ROAD
    BEREA,OH44017     		  PC PROJECT SUPPORT 25,000
    BEECH BROOK
    3737 LANDER ROAD
    PEPPER PIKE,OH44124     		  PC PROJECT SUPPORT 60,000
    BO'S PLACE
    10050 BUFFALO SPEEDWAY
    HOUSTON,TX77054     		  PC GENERAL OPERATING SUPPORT 25,000
    BOYS & GIRLS CLUB OF ANNE ARUNDEL COUNTY
    121 SOUTH VILLA AVE
    ANNAPOLIS,MD21401     		  PC GENERAL OPERATING SUPPORT 2,000
    BOYS TOWN CENTRAL FLORIDA
    975 OKLAHOMA STREET
    OVIEDO,FL32765     		  PC PROJECT SUPPORT 50,000
    BRIGHT BEGINNINGS INC
    3418 4TH STREET SE
    WASHINGTON,DC20032     		  PC PROJECT SUPPORT 30,000
    BROADWAY INSPIRATIONAL VOICES INC
    224 W 30TH STREET
    NEW YORK,NY10001     		  PC GENERAL OPERATING SUPPORT 2,500
    BUCKNELL UNIVERSITY
    2004 MOORE AVENUE
    LEWISBURG,PA17837     		  PC ANNUAL FUND SUPPORT 1,000
    BURTEN BELL CARR COMMUNITY DEVELOPMENT
    7201 KINSMAN RD
    CLEVELAND,OH44104     		  PC PROJECT SUPPORT 25,000
    CALIFORNIA FIRE FOUNDATION
    1780 CREEKSIDE OAKS DR STE 200
    SACRAMENTO,CA95833     		  PC GENERAL OPERATING SUPPORT 3,000
    CATHOLIC CHARITIES COMMUNITY SERVICES ARCHDIOCESE OF NEW YORK
    1011 FIRST AVENUE 6TH FLOOR
    NEW YORK,NY10022     		  PC PROJECT SUPPORT 40,000
    CATHOLIC CHARITIES OF CENTRAL FLORIDA
    1819 N SEMORAN BLVD
    ORLANDO,FL32807     		  PC PROJECT SUPPORT 35,000
    CENTER FOR INDEPENDENCE OF THE DISABLED NY
    841 BROADWAY
    NEW YORK,NY10003     		  PC GENERAL OPERATING SUPPORT 1,500
    CENTER FOR URBAN FAMILIES
    2201 NORTH MONROE ST
    BALTIMORE,MD21217     		  PC PROJECT SUPPORT 25,000
    CENTRAL BROOKLYN FOOD COOP ( BROOKLYN MOVEMENT CENTER)
    375 STUYVESANT AVENUE
    BROOKLYN,NY20009     		  PC PROJECT SUPPORT 35,000
    CHARITY WATER
    40 WORTH STREET
    NEW YORK,NY10013     		  PC GENERAL OPERATING SUPPORT 2,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		  PC PROJECT SUPPORT 2,000
    CHESAPEAKE REGION ACCESSIBLE BOATING INC
    177 DEFENSE HIGHWAY
    ANNAPOLIS,MD21401     		  PC GENERAL OPERATING SUPPORT 2,500
    CITY HARVEST
    6 EAST 32ND STREET
    NEW YORK,NY10016     		  PC PROJECT SUPPORT 20,000
    CLEVELAND BOTANICAL GARDEN
    11030 EAST BLVD
    CLEVELAND,OH44106     		  PC PROJECT SUPPORT 10,000
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE UA3
    CLEVELAND,OH44195     		  PC PROJECT SUPPORT 23,312
    CLEVELAND HEARING AND SPEECH CENTER
    11635 EUCLID AVENUE
    CLEVELAND,OH44106     		  PC PROJECT SUPPORT 15,000
    CLEVELAND HOUSING NETWORK INC
    2999 PAYNE AVE
    CLEVELAND,OH44114     		  PC PROJECT SUPPORT 50,000
    CLEVELAND MUSEUM OF NATURAL HISTORY
    1 WADE OVAL DRIVE UNIVERSITY CIRCLE
    CLEVELAND,OH44106     		  PC PROJECT SUPPORT 12,343
    CLEVELAND PUBLIC THEATRE
    6415 DETROIT AVE
    CLEVELAND,OH44102     		  PC PROJECT SUPPORT 30,000
    CLEVELAND SIGHT CENTER
    1909 EAST 101ST STREET
    CLEVELAND,OH44106     		  PC PROJECT SUPPORT 25,000
    CLEVELAND STATE UNIVERSITY FOUNDATION
    2121 EUCLID AVENUE
    CLEVELAND,OH44115     		  PC ANNUAL FUND SUPPORT 500
    CLEVELAND TRANSFORMATION ALLIANCE
    1240 HURON ROAD EAST
    CLEVELAND,OH44115     		  PC PROJECT SUPPORT 20,000
    COLLABORATIVE TO END HUMAN TRAFFICKING
    24600 CENTER RIDGE SUITE 225
    WESTLAKE,OH44145     		  PC GENERAL OPERATING SUPPORT 100
    COMEBACK YOGA
    P O BOX 27621
    DENVER,CO80227     		  PC GENERAL OPERATING SUPPORT 3,000
    COMMUNITY FAMILY CENTERS
    7524 AVENUE E
    HOUSTON,TX77012     		  PC PROJECT SUPPORT 50,000
    COMMUNITY FOUNDATION OF ANNE ARUNDEL COUNTY
    914 BAY RIDGE RD STE 220
    ANNAPOLIS,MD21403     		  PC PROJECT SUPPORT 29,000
    COMMUNITY MEDIATION PROGRAM INCORPORATED
    3333 GREENMOUNT AVENUE
    BALTIMORE,MD21218     		  PC PROJECT SUPPORT 22,000
    COMMUNITY OF HOPE
    4 ATLANTIC ST NW
    WASHINGTON,DC20032     		  PC GENERAL OPERATING SUPPORT 50,000
    COMUNILIFE INC
    214 W 29TH STREET
    NEW YORK,NY10001     		  PC PROJECT SUPPORT 20,000
    DC BILINGUAL PUBLIC CHARTER SCHOOL
    33 RIGGS ROAD NE
    WASHINGTON,DC20011     		  PC PROJECT SUPPORT 13,750
    DC SCHOLARS COMMUNITY SCHOOLS
    5601 EAST CAPITOL STREET SE
    WASHINGTON,DC20019     		  PC PROJECT SUPPORT 25,000
    DC SCORES
    1140 CONNECTICUT AVE NW 1200
    WASHINGTON,DC20036     		  PC PROJECT SUPPORT 25,000
    DC VOLUNTEER LAWYERS PROJECT
    5335 WISCONSIN AVE NW
    WASHINGTON,DC20015     		  PC PROJECT SUPPORT 20,000
    DISTRICT ALLIANCE FOR SAFE HOUSING INC (DASH)
    PO BOX 91730
    WASHINGTON,DC20090     		  PC PROJECT SUPPORT 30,000
    DUCKS UNLIMITED
    PO BOX 989
    MIDDLEFIELD,OH44062     		  PC GENERAL OPERATING SUPPORT 1,000
    DUTCHESS LAND CONSERVANCY
    PO BOX 138
    MILLBROOK,NY12545     		  PC PROJECT SUPPORT 5,000
    EAST WOODS SCHOOL
    31 YELLOW COTE ROAD
    OYSTER BAY,NY11771     		  PC GENERAL OPERATING SUPPORT 10,000
    EDUCATIONAL ALLIANCE
    197 EAST BROADWAY
    NEW YORK,NY10002     		  PC PROJECT SUPPORT 150,000
    ELON UNIVERSITY
    OFFICE OF ANNUAL GIVING 2600 CAMPUS
    BOX
    ELON,NC27244     		  PC PROJECT SUPPORT 10,000
    EMORY UNIVERSITY
    201 DOWMAN DROVE
    ATLANTA,GA30322     		  PC PROJECT SUPPORT 500
    ENTERPRISE COMMUNITY PARTNERSINC (NY)
    ONE WHITEHALL STREET 11TH FLOOR
    NEW YORK,NY10004     		  PC PROJECT SUPPORT 100,000
    ESPERANZA INC
    3104 WEST 25TH STREET
    CLEVELAND,OH44109     		  PC PROJECT SUPPORT 25,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 750
    EXTREME KIDS & CREW
    71 SULLIVAN STREET
    BROOKLYN,NY11231     		  PC GENERAL OPERATING SUPPORT 20,000
    FAMILY CONNECTIONS OF NORTHEAST OHIO
    19824 SUSSEX ROAD
    SHAKER HEIGHTS,OH44122     		  PC GENERAL OPERATING SUPPORT 30,000
    FAMILY PROMISE OF GREATER CLEVELAND
    3470 EAST 152ND ST
    CLEVELAND,OH44120     		  PC PROJECT SUPPORT 50,000
    FAMILY PROMISE OF GREATER ORLANDO
    1000 CLAY STREET
    WINTER PARK,FL32789     		  PC PROJECT SUPPORT 25,000
    FIELDSTONE FARM THERAPEUTIC RIDING CENTER
    16497 SNYDER RD
    CHAGRIN FALLS,OH44023     		  PC PROJECT SUPPORT 3,000
    FISHING SCHOOL THE
    4737 MEADE ST NE
    WASHINGTON,DC20019     		  PC PROJECT SUPPORT 30,000
    FIVE MOUNTAINS HAWAII
    64-1035 MMALAHOA HWY SUITE F
    KAMUELA,HI96743     		  PC PROJECT SUPPORT 25,000
    FRONTLINE SERVICE
    1744 PAYNE AVENUE
    CLEVELAND,OH44114     		  PC PROJECT SUPPORT 26,785
    FUNDERS TOGETHER TO END HOMELESSNESS
    89 SOUTH ST SUITE 803
    BOSTON,MA02111     		  PC GENERAL OPERATING SUPPORT 4,000
    GEORGETOWN UNIVERSITY
    GIFT PROCESSING DEPARTMENT OFFICE
    OF ADVANCEMENT
    WASHINGTON,DC20057     		  PC ANNUAL FUND SUPPORT 500
    GILMOUR ACADEMY
    34001 CEDAR RD
    GATES MILLS,OH44040     		  PC ANNUAL FUND SUPPORT 6,000
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVENUE NW
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 2,875
    GREEN & HEALTHY HOMES INITIATIVE
    2714 HUDSON ST
    BALTIMORE,MD21224     		  PC PROJECT SUPPORT 50,000
    GROUNDSWELL FUND
    PO BOX 71642
    OAKLAND,CA94612     		  PC GENERAL OPERATING SUPPORT 1,000
    HAMAKUA HARVEST INC
    PO BOX 621
    HONOKAA,HI96727     		  PC GENERAL OPERATING SUPPORT 25,000
    HAWAI'I ALLIANCE FOR COMMUNITY BASED ECONOMIC DEVELOPMENT
    1575 S BERETANIA ST
    HONOLULU,HI96826     		  PC PROJECT SUPPORT 76,065
    HAWAI'I COMMUNITY FOUNDATION
    827 FORT STREET MALL
    HONOLULU,HI96813     		  PC PROJECT SUPPORT 110,000
    HAWAII FOREST INSTITUTE
    PO BOX 66
    OOKALA,HI96774     		  PC GENERAL OPERATING SUPPORT 3,000
    HAWKEN SCHOOL
    P O BOX 8002
    GATES MILLS,OH44040     		  PC PROJECT SUPPORT 10,100
    HAWKEN SCHOOL
    P O BOX 8002
    GATES MILLS,OH44040     		  PC ANNUAL FUND SUPPORT 7,500
    HE OPENS PATHS TO EVERYONE INC DBA HOPE FOR ALL
    P O BOX 1548
    GLEN BURNIE,MD21060     		  PC GENERAL OPERATING SUPPORT 2,000
    HOLLINS UNIVERSITY
    PO BOX 9629
    ROANOKE,VA24020     		  PC GENERAL OPERATING SUPPORT 1,000
    HOLY TRINITY SCHOOL
    3513 N STREET NW
    WASHINGTON,DC20007     		  PC GENERAL OPERATING SUPPORT 5,000
    HOPE SERVICES HAWAII INC
    296 KILAUEA AVENUE
    HILO,HI96720     		  PC PROJECT SUPPORT 40,000
    HORSES & HUMANS RESEARCH FOUNDATION
    PO BOX 23367
    CHAGRIN FALLS,OH44022     		  PC GENERAL OPERATING SUPPORT 15,000
    HORTON'S KIDS
    100 MARYLAND AVENUE NE SUITE 520
    WASHINGTON,DC20002     		  PC PROJECT SUPPORT 15,000
    HOSPICE OF THE CHESAPEAKE FOUNDATION
    90 RITCHIE HWY
    PASADENA,MD21122     		  PC GENERAL OPERATING SUPPORT 2,500
    HOSPICE OF THE CHESAPEAKE FOUNDATION
    90 RITCHIE HWY
    PASADENA,MD21122     		  PC PROJECT SUPPORT 25,000
    HOUR CHILDREN INC
    36-11 12TH STREET
    LONG ISLAND CITY,NY11106     		  PC PROJECT SUPPORT 25,000
    HUDSON GUILD
    441 WEST 26TH STREET
    NEW YORK,NY10001     		  PC PROJECT SUPPORT 50,000
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC28203     		  PC GENERAL OPERATING SUPPORT 3,000
    INSTITUTE OF CLASSICAL ARCHITECTURE AND ART INC
    2002 W 41ST ST
    CLEVELAND,OH44113     		  PC GENERAL OPERATING SUPPORT 200
    JACKSONVILLE GRANITE CURLING CLUB INC
    376 WANDERING WOODS WAY
    PONTE VEDRA,FL32081     		  PC GENERAL OPERATING SUPPORT 5,000
    JEREMIAH PROGRAM BROWNSVILLE
    519 ROCKAWAY AVENUE
    BROOKLYN,NY11212     		  PC PROJECT SUPPORT 20,000
    JFS ORLANDO
    2100 LEE ROAD
    WINTER PARK,FL32789     		  PC PROJECT SUPPORT 30,000
    JOB PATH
    22 WEST 38TH ST
    NEW YORK,NY10018     		  PC GENERAL OPERATING SUPPORT 5,000
    JOHNS HOPKINS BAYVIEW MEDICAL CENTER
    5300 ALPHA COMMONS DRIVE SUITE 347
    BALTIMORE,MD21224     		  PC PROJECT SUPPORT 5,000
    JOHNS HOPKINS MEDICINE
    JAMES BUCHANAN BRADY UROLOGICAL
    INSTITUTE
    BALTIMORE,MD21287     		  PC PROJECT SUPPORT 7,500
    JUBILEE JUMPSTART
    2525 ONTARIO RD NW GROUND FLOOR
    WASHINGTON,DC20009     		  PC GENERAL OPERATING SUPPORT 25,000
    KAHILU THEATRE FOUNDATION
    67-1186 LINDSEY ROAD
    KAMUELA,HI96743     		  PC GENERAL OPERATING SUPPORT 1,000
    KENYON COLLEGE
    COLLEGE RELATIONS
    GAMBIER,OH43022     		  PC ANNUAL FUND SUPPORT 15,000
    KOREAN AMERICAN FAMILY SERVICE CENTER
    PO BOX 541429
    FLUSHING,NY11354     		  PC PROJECT SUPPORT 25,000
    LATIN AMERICAN YOUTH CENTER
    1419 COLUMBIA RD NW
    WASHINGTON,DC20009     		  PC PROJECT SUPPORT 30,000
    LAUREL SCHOOL
    ONE LYMAN CIRCLE
    SHAKER HEIGHTS,OH44122     		  PC ANNUAL FUND SUPPORT 5,000
    MAMATOTO VILLAGE
    311 47TH STREET NE
    WASHINGTON,DC20019     		  PC PROJECT SUPPORT 25,000
    MARIETTA COLLEGE
    215 FIFTH STREET
    MARIETTA,OH45750     		  PC ANNUAL FUND SUPPORT 1,000
    MARYLAND NONPROFITS
    1500 UNION AVENUE
    BALTIMORE,MD21211     		  PC PROJECT SUPPORT 5,000
    MARYLAND SPCA
    3300 FALLS RD
    BALTIMORE,MD21211     		  PC GENERAL OPERATING SUPPORT 1,000
    MERCY HOME FOR CHILDREN
    273 WILLOUGHBY AVENUE
    BROOKLYN,NY11205     		  PC PROJECT SUPPORT 20,000
    MISSIONARY SUPPORT SERVICES
    PO BOX 30428
    CHARLOTTE,NC28230     		  PC PROJECT SUPPORT 15,000
    MOVEABLE FEAST
    901 N MILTON AVE
    BALTIMORE,MD21205     		  PC PROJECT SUPPORT 25,000
    MUSICAL ARTS ASSOCIATIONTHE CLEVELAND ORCHESTRA
    SEVERANCE HALL
    CLEVELAND,OH44106     		  PC GENERAL OPERATING SUPPORT 25,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH ST
    NEW YORK,NY10011     		  PC GENERAL OPERATING SUPPORT 1,500
    NEIGHBORHOOD PLACE OF PUNA
    16-105 OPUKAHAIA ST
    KEAAU,HI96749     		  PC PROJECT SUPPORT 30,000
    NEW YORK FOUNDLING HOSPITAL DBA THE FOUNDLING
    590 AVENUE OF THE AMERICAS
    NEW YORK,NY10011     		  PC PROJECT SUPPORT 25,000
    NORTH KOHALA COMMUNITY RESOURCE CENTER
    55-3393 AKONI PULE HWY
    HAWI,HI96719     		  PC GENERAL OPERATING SUPPORT 25,000
    NORTHSIDE CENTER FOR CHILD DEVELOPMENT
    1301 FIFTH AVENUE
    NEW YORK,NY10029     		  PC PROJECT SUPPORT 25,000
    OHIO WESLEYAN UNIVERSITY
    61 S SANDUSKY ST
    DELAWARE,OH43015     		  PC ANNUAL FUND SUPPORT 25,000
    OPEN DOORS ACADEMY
    1427 E 36TH ST STE 4206A
    CLEVELAND,OH44114     		  PC PROJECT SUPPORT 25,000
    PARKER SCHOOL
    65-1224 LINDSEY ROAD
    KAMUELA,HI96743     		  PC GENERAL OPERATING SUPPORT 1,000
    PARTNERS IN CARE
    90 B RITCHIE HWY
    PASADENA,MD21122     		  PC GENERAL OPERATING SUPPORT 1,000
    PARTNERS IN DEVELOPMENT FOUNDATION
    2040 BACHELOT STREET
    HONOLULU,HI96817     		  PC PROJECT SUPPORT 25,091
    PEDDIE SCHOOL
    PO BOX A
    HIGHTSTOWN,NJ08520     		  PC ANNUAL FUND SUPPORT 1,000
    PER SCHOLAS
    804 E138TH STREET 2ND FLOOR
    BRONX,NY10454     		  PC PROJECT SUPPORT 25,000
    PERIWINKLE FOUNDATION
    3400 BISSONNET
    HOUSTON,TX77005     		  PC GENERAL OPERATING SUPPORT 15,000
    PERMANENT FUND FOR VERMONT'S CHILDREN
    19 MARBLE AVENUE
    BURLINGTON,VT05401     		  PC PROJECT SUPPORT 25,000
    PHILANTHROPY OHIO
    500 S FRONT STREET
    COLUMBUS,OH43215     		  PC GENERAL OPERATING SUPPORT 3,946
    PLANNED PARENTHOOD OF MARYLAND INC
    929 WEST STREET SUITE 305
    ANNAPOLIS,MD21401     		  PC GENERAL OPERATING SUPPORT 3,000
    PRIMROSE CENTER INC
    2733 SOUTH FERN CREEK AVENUE
    ORLANDO,FL32806     		  PC PROJECT SUPPORT 15,000
    PTSD HEALTH AND RESEARCH CENTER
    P O BOX 437394
    KAMUELA,HI96743     		  PC GENERAL OPERATING SUPPORT 32,500
    SANTA MARIA HOSTEL INC
    2605 PARKER RD
    HOUSTON,TX77093     		  PC PROJECT SUPPORT 50,000
    SEEDS 4 SUCCESS
    PO BOX 4042
    ANNAPOLIS,MD21403     		  PC GENERAL OPERATING SUPPORT 2,000
    SHAKER YOUTH HOCKEY ASSOCIATION
    2951 KINGSLEY RD
    SHAKER HTS,OH44122     		  PC GENERAL OPERATING SUPPORT 1,000
    SKANEATELES AMBULANCE VOLUNTEER EMERGENCY SERVICE
    PO BOX 535
    BALDSVILLE,NY13027     		  PC GENERAL OPERATING SUPPORT 500
    SOCCER WITHOUT BORDERS BALTIMORE
    3700 EASTERN AVENUE
    BALTIMORE,MD21224     		  PC PROJECT SUPPORT 25,000
    SOCIALWORKS
    12100 WILSHIRE BLVD STE 705
    LOS ANGELES,CA90025     		  PC GENERAL OPERATING SUPPORT 3,000
    SPANISH AMERICAN COMMITTEE FOR A BETTER COMMUNITY
    4407 LORAIN AVE
    CLEVELAND,OH44113     		  PC PROJECT SUPPORT 20,000
    STAIR ANNAPOLIS
    171 DUKE OF GLOUCESTER ST
    ANNAPOLIS,MD21401     		  PC GENERAL OPERATING SUPPORT 2,500
    STARTING POINT
    4600 EUCLID AVENUE SUITE 500
    CLEVELAND,OH44103     		  PC PROJECT SUPPORT 35,000
    STRONG CITY BALTIMORE
    3503 N CHARLES ST
    BALTIMORE,MD21218     		  PC PROJECT SUPPORT 30,000
    SUMMIT COUNTRY DAY SCHOOL
    2161 GRANDIN RD
    CINCINNATI,OH45208     		  PC ANNUAL FUND SUPPORT 1,000
    SUNRISE MOVEMENT EDUCATION FUND
    50 F STREET NW
    WASHINGTON,DC20001     		  PC GENERAL OPERATING SUPPORT 2,000
    TEACHING FOR CHANGE
    PO BOX 73038
    WASHINGTON,DC20056     		  PC PROJECT SUPPORT 35,000
    THE ARAB-AMERICAN FAMILY SUPPORT CENTER
    150 COURT STREET
    BROOKLYN,NY11201     		  PC PROJECT SUPPORT 30,000
    THE CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES (CASES)
    151 LAWRENCE STREET
    BROOKLYN,NY11201     		  PC PROJECT SUPPORT 40,000
    THE CENTER FOR HEARING AND SPEECH
    3636 WEST DALLAS STREET
    HOUSTON,TX77019     		  PC PROJECT SUPPORT 20,000
    THE CENTERS FOR FAMILIES AND CHILDREN
    4500 EUCLID AVENUE
    CLEVELAND,OH44103     		  PC PROJECT SUPPORT 100,000
    THE CHILD CENTER OF NY INC
    118-35 QUEENS BOULEVARD
    FOREST HILLS,NY11375     		  PC PROJECT SUPPORT 50,000
    THE FAMILY PLACE INC
    3309 16TH STREET NW
    WASHINGTON,DC20020     		  PC PROJECT SUPPORT 35,000
    THE JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES INC
    135 WEST 50TH STREET 6TH FLOOR
    NEW YORK,NY10020     		  PC PROJECT SUPPORT 30,000
    THE LIGHT HOUSE
    10 HUDSON ST
    ANNAPOLIS,MD21401     		  PC GENERAL OPERATING SUPPORT 5,000
    THE LIGHT HOUSE
    10 HUDSON ST
    ANNAPOLIS,MD21401     		  PC PROJECT SUPPORT 50,000
    THE MUSTARD SEED OF CENTRAL FLORIDA
    12 MUSTARD SEED LANE
    ORLANDO,FL32810     		  PC PROJECT SUPPORT 25,000
    THE SALVATION ARMY HAWAIIAN & PACIFIC ISLANDS DIVISION
    2950 MANOA ROAD
    HONOLULU,HI96822     		  PC PROJECT SUPPORT 25,000
    THREAD INC
    PO BOX 1584
    BALTIMORE,MD21203     		  PC PROJECT SUPPORT 10,000
    TULANE UNIVERSITY
    PO BOX 61075
    NEW ORLEANS,LA70161     		  PC ANNUAL FUND SUPPORT 7,500
    TULANE UNIVERSITY
    PO BOX 61075
    NEW ORLEANS,LA70161     		  PC PROJECT SUPPORT 10,000
    UCP OF GREATER CLEVELAND
    10011 EUCLID AVE
    CLEVELAND,OH44106     		  PC PROJECT SUPPORT 30,000
    UNITED HOSPITAL FUND
    1411 BROADWAY 12TH FLOOR
    NEW YORK,NY10018     		  PC PROJECT SUPPORT 125,000
    UNIVERSITY HOSPITALS MEDICAL GROUP
    11100 EUCLID AVENUE
    CLEVELAND,OH44106     		  PC PROJECT SUPPORT 25,000
    UNIVERSITY OF BALTIMORE FOUNDATION
    1130 N CHARLES STREET
    BALTIMORE,MD21201     		  PC PROJECT SUPPORT 25,000
    UNIVERSITY SCHOOL
    2785 SOM CENTER ROAD
    CLEVELAND,OH44022     		  PC PROJECT SUPPORT 2,500
    UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK INC
    184 ELDRIDGE ST
    NEW YORK,NY10002     		  PC PROJECT SUPPORT 50,000
    UPWARDLY GLOBAL
    582 MARKET ST SUITE 1015
    SAN FRANCISCO,CA94104     		  PC GENERAL OPERATING SUPPORT 25,000
    URBAN HARVEST
    2311 CANAL ST
    HOUSTON,TX77003     		  PC PROJECT SUPPORT 15,000
    URBAN YOUTH COLLABORATIVE
    726 BROADWAY
    NEW YORK,NY10003     		  PC PROJECT SUPPORT 25,000
    VICTORY BOYS CAMP INC
    18375 VENTURA BLVD 428
    TARZANA,CA91356     		  PC GENERAL OPERATING SUPPORT 250
    WASHINGTON AND LEE UNIVERSITY
    DEVELOPMENT BUILDING
    LEXINGTON,VA24450     		  PC GENERAL OPERATING SUPPORT 2,500
    WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS
    1400 16TH ST NW SUITE 740
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 4,500
    WEST CREEK CONSERVANCY
    1440 ROCKSIDE ROAD SUITE 329
    CLEVELAND,OH44134     		  PC PROJECT SUPPORT 10,000
    WILD ANIMAL SANCTUARY
    1946 COUNTY ROAD 53
    KEENESBURG,CO80643     		  PC PROJECT SUPPORT 1,000
    WOMEN OF HOPE INC
    12200 FAIRHILL ROAD
    CLEVELAND,OH44120     		  PC PROJECT SUPPORT 5,000
    WONDERS & WORRIES
    9101 BURNET ROAD SUITE 107
    AUSTIN,TX78758     		  PC GENERAL OPERATING SUPPORT 2,500
    YMCA CAMP SILVER BEACH
    6272 YMCA LANE
    JAMESVILLE,VA23398     		  PC PROJECT SUPPORT 40,500
    YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMANENCY MOVEMENT INC
    3114 MERMAID AVENUE
    BROOKLYN,NY11224     		  PC PROJECT SUPPORT 35,000
    YWCA NATIONAL CAPITAL AREA
    2303 14TH STREET NW
    WASHINGTON,DC20009     		  PC PROJECT SUPPORT 25,000
    YWCA OF ANNAPOLIS AND ANNE ARUNDEL COUNTY
    1517 RITCHIE HWY SUITE 201
    ARNOLD,MD21012     		  PC PROJECT SUPPORT 15,000
    ENTERPRISE COMMUNITY PARTNERS
    1360 EAST 9TH STREET SUITE 510
    CLEVELAND,OH44114     		  PC PROJECT SUPPORT 110,000
    Total .................................bullet 3a 3,831,637
    bApproved for future payment
    EDUCATIONAL ALLIANCE
    197 EAST BROADWAY
    NEW YORK,NY10002     		  PC PROJECT SUPPORT 300,000
    UNITED HOSPITAL FUND
    1411 BROADWAY 12TH FLOOR
    NEW YORK,NY10018     		  PC PROJECT SUPPORT 250,000
    Total .................................bullet 3b 550,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 2,183,611  
    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 8,009,044  
    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 10,192,655 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,192,655
    (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.)
    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
    WILLIAM J AND DOROTHY K O'NEILL
    FOUNDATION INC
    Employer identification number

    34-1560893
    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
    WILLIAM J AND DOROTHY K O'NEILL
    FOUNDATION INC         		Employer identification number
    34-1560893
    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
    BILL KATHY O'NEILL  
    2529 DETROIT AVE NO 126
     
    CLEVELAND, OH44113

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BRIAN SARA SULLIVAN  
    2529 DETROIT AVE NO 126
     
    CLEVELAND, OH44113

    		$ 5,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    CONNIE BOWEN  
    2529 DETROIT AVE NO 126
     
    CLEVELAND, OH44113

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    KATHLEEN DONAHEY-MARCUS  
    2529 DETROIT AVE NO 126
     
    CLEVELAND, OH44113

    		$ 10,123


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    KELLY SWEENEY-MCSHANE  
    2529 DETROIT AVE NO 126
     
    CLEVELAND, OH44113

    		$ 25,190


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    TIM CINDY O'NEILL  
    2529 DETROIT AVE NO 126
     
    CLEVELAND, OH44113

    		$ 1,020,000


    (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
    WILLIAM J AND DOROTHY K O'NEILL
    FOUNDATION INC         		Employer identification number

    34-1560893
    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
    4
    		 204 SHARES COCA-COLA $ 10,123 2018-11-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 172 SHARES WALGREEN'S BOOTS ALLIANCE76 SHARES JOHNSON & JOHNSON $ 25,190 2018-11-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 8,409 ISHARES S&P 100 $ 997,265 2018-12-13
    (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
    WILLIAM J AND DOROTHY K O'NEILL
    FOUNDATION INC         		Employer identification number

    34-1560893
    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:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 64,150 26,751 0 37,399

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQUIPMENT 2016-07-15 1,353 677 SL 3.000000000000 451 0 0  
    OFFICE EQUIPMENT - LAPTOPS 2017-02-10 2,100 700 SL 3.000000000000 700 0 0  
    OFFICE EQUIPMENT - TELEPHONE 2017-04-07 4,956 1,239 SL 3.000000000000 1,652 0 0  
    FOUNDANT SOFTWARE 2017-03-23 9,200 3,450 SL 2.000000000000 4,600 0 0  
    WEBSITE 2018-07-01 24,450   SL 3.000000000000 4,075 0 0  
    OFFICE FURNITURE 2006-01-01 58,077 58,077 SL 7.000000000000 0 0 0  
    OFFICE FURNITURE 2007-06-28 473 473 SL 7.000000000000 0 0 0  
    OFFICE EQUIPMENT 2006-01-01 16,240 16,240 SL 3.000000000000 0 0 0  
    OFFICE EQUIPMENT 2007-05-15 745 745 SL 3.000000000000 0 0 0  
    OFFICE EQUIPMENT 2008-06-10 600 600 SL 3.000000000000 0 0 0  
    OFFICE EQUIPMENT 2013-04-01 6,258 6,258 SL 3.000000000000 0 0 0  
    OFFICE SOFTWARE 2013-04-01 1,300 1,300 SL 3.000000000000 0 0 0  
    GIFTS SOFTWARE 2007-09-01 26,734 26,734 SL 5.000000000000 0 0 0  
    FOUNDANT SOFTWARE 2015-04-08 10,500 10,500 SL 2.000000000000 0 0 0  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 3,744,299 3,689,694

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 77,929,538 92,257,395

    TY 2018 InvestmentsOtherSchedule2
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK I FMV 396,664 141,437
    ABERDEEN PRIVATE EQUITY II FMV 122,714 111,488
    ABERDEEN VENTURE PARTNERS V FMV 151,540 349,620
    MONTAUK TRIGUARD FUND III FMV 76,067 55,718
    MONTAUK TRIGUARD IV FMV 20,702 42,125
    NEO CAPITAL FMV 334,355 533,914
    ABERDEEN NEXT GENERATION PARTNERS V FMV 0 761,531
    PARK STREET CAPITAL PRIVATE EQUITY V FMV 255,361 208,200
    PARK STREET PRIVATE EQUITY VIII FMV 84,240 228,801
    SIGULER GUFF BRIC FUND FMV 338,949 360,369
    SIGULER GUFF BRIC II FUND FMV 64,391 112,326
    SIGULER GUFF DISTRESSED OPP FUND I FMV 0 11,894
    SIGULER GUFF DISTRESSED OPP III FMV 4,513 35,447

    TY 2018 LandEtcSchedule2
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 1,353 1,128 225  
    OFFICE EQUIPMENT - LAPTOPS 2,100 1,400 700  
    OFFICE EQUIPMENT - TELEPHONE 4,956 2,891 2,065  
    FOUNDANT SOFTWARE 9,200 8,050 1,150  
    WEBSITE 24,450 4,075 20,375  
    OFFICE FURNITURE 58,077 58,077 0  
    OFFICE FURNITURE 473 473 0  
    OFFICE EQUIPMENT 16,240 16,240 0  
    OFFICE EQUIPMENT 745 745 0  
    OFFICE EQUIPMENT 600 600 0  
    OFFICE EQUIPMENT 6,258 6,258 0  
    OFFICE SOFTWARE 1,300 1,300 0  
    GIFTS SOFTWARE 26,734 26,734 0  
    FOUNDANT SOFTWARE 10,500 10,500 0  


    TY 2018 LegalFeesSchedule
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,728 0 0 0


    TY 2018 OtherDecreasesSchedule
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Description Amount
    UNREALIZED CHANGE IN FAIR MARKET VALUE OF INVESTMENTS 1,829,454


    TY 2018 OtherExpensesSchedule
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT EXPENSE 21,034 0 0 20,134
    MEETING EXPENSES 16,624 0 0 16,624
    TRUSTEE EXPENSES 964 0 0 964
    MISCELLANEOUS EXPENSE 870 0 0 870
    FROM PASS THROUGH INVESTMENTS 0 69,382 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIPS   57,441  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMUNICATION FEES 30,375 30,375 0 0
    DIRECTORS & OFFICERS INSURANCE 4,163 4,163 0 0
    CMWA INVESTMENT MANAGEMENT FEES 700,563 700,563 0 0
    CUSTODIAL BANK FEES 69,787 69,787 0 0


    TY 2018 TaxesSchedule
    Name:
    WILLIAM J AND DOROTHY K O'NEILL
     
    FOUNDATION INC
    EIN:
    34-1560893
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 245,000 0 0 0
    OHIO ANNUAL FILING FEE 200 0 0 200