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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE W O'NEIL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5910 CONNECTICUT AVENUE NO 15888
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD208257534
A Employer identification number

34-6516969
B Telephone number (see instructions)

(301) 656-5848
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$46,704,417J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,247 1,247  
4 Dividends and interest from securities... 940,854 940,854  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,220,985
b Gross sales price for all assets on line 6a 3,707,445
7 Capital gain net income (from Part IV, line 2)... 1,220,985
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 30,956 0  
12 Total. Add lines 1 through 11........ 2,194,042 2,163,086  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 108,000 10,800   97,200
14 Other employee salaries and wages...... 1,372 0   1,372
15 Pension plans, employee benefits....... 8,288 829   7,459
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,932 2,966   2,966
c Other professional fees (attach schedule).... Click to see attachment 43,854 43,285   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 68,167 25,163   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 46,311 9,262   37,049
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 33,213 5,046   12,635
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 315,137 97,351   158,681
25 Contributions, gifts, grants paid....... 3,006,293 3,006,293
26 Total expenses and disbursements. Add lines 24 and 25 3,321,430 97,351   3,164,974
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,127,388
b Net investment income (if negative, enter -0-) 2,065,735
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 537,182 363,615 363,615
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)....... 40,249,008 Click to see attachment39,295,187 46,090,802
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).......... 250,000 Click to see attachment250,000 250,000
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) 41,036,190 39,908,802 46,704,417
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,022,278 5,022,278
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 36,013,912 34,886,524
29 Total net assets or fund balances (see instructions)..... 41,036,190 39,908,802
30 Total liabilities and net assets/fund balances (see instructions). 41,036,190 39,908,802
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
41,036,190
2
Enter amount from Part I, line 27a .....................
2
-1,127,388
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,908,802
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 29 .
6
39,908,802
Form 990-PF (2020)
Form 990-PF (2020)
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 CAPITAL GAIN DISTRIBUTIONS   2019-12-31 2020-12-31
b PUBLICLY TRADED SECURITIES   2019-12-31 2020-12-31
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 614,160     614,160
b 3,093,285   2,486,460 606,825
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       614,160
b       606,825
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 1,220,985
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 28,714
c All other domestic foundations enter 1.39% 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 28,714
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 28,714
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 33,752
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 33,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 5,038
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,038 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 the instructions
for the 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)
    bulletOH, MD
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletHELENE O'NEIL SHERE Telephone no.bullet (301) 656-5848

    Located atbullet5910 CONNECTICUT AVENUE UNIT 15888CHEVY CHASEMD ZIP+4bullet20825
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    HELENE O'NEIL SHERE CHAIR AND PRESIDENT, TRUSTEE
    28.00     		108,000 0 0
    5910 CONNECTICUT AVENUE UNIT 15888
    CHEVY CHASE,MD20825
    JANE O'NEIL WIEDER VICE PRESIDENT AND TREASURER, TRUSTEE
    5.00     		0 0 0
    5910 CONNECTICUT AVENUE UNIT 15888
    CHEVY CHASE,MD20825
    ANN O'NEIL GRADOWSKI VICE CHAIR AND SECRETARY,TRUSTEE
    5.00     		0 0 0
    5910 CONNECTICUT AVENUE UNIT 15888
    CHEVY CHASE,MD20825
    MARY REGAN ASSISTANT SECRETARY, TRUSTEE
    3.00     		0 0 0
    5910 CONNECTICUT AVENUE UNIT 15888
    CHEVY CHASE,MD20825
    JOHN O'NEIL TRUSTEE
    3.00     		0 0 0
    5910 CONNECTICUT AVENUE UNIT 15888
    CHEVY CHASE,MD20825
    ANN REGAN TRUSTEE
    1.00     		0 0 0
    5910 CONNECTICUT AVENUE UNIT 15888
    CHEVY CHASE,MD20825
    JANE REGAN TRUSTEE
    1.00     		0 0 0
    5910 CONNECTICUT AVENUE UNIT 15888
    CHEVY CHASE,MD20825
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    41,579,856
    b
    Average of monthly cash balances.......................
    1b
    217,396
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,797,252
    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
    41,797,252
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    626,959
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,170,293
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,058,515
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,058,515
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    28,714
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,714
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,029,801
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,029,801
    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
    2,029,801
    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
    3,164,974
    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
    3,164,974
    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
    3,164,974
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,029,801
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 366,253
    b From 2016...... 281,697
    c From 2017...... 568,697
    d From 2018...... 214,788
    e From 2019......  
    fTotal of lines 3a through e........ 1,431,435
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,164,974
    a Applied to 2019, 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 2020 distributable amount..... 2,029,801
    e Remaining amount distributed out of corpus 1,135,173
    5 Excess distributions carryover applied to 2020. 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 2,566,608
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		366,253
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,200,355
    10 Analysis of line 9:
    a Excess from 2016.... 281,697
    b Excess from 2017.... 568,697
    c Excess from 2018.... 214,788
    d Excess from 2019....  
    e Excess from 2020.... 1,135,173
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    HELENE O'NEIL SHERE PRESIDENT THE W
    PO BOX 15888
    CHEVY CHASE,MD208255888
    (301) 656-5848
    WONEILFOUNDATION@GMAIL.COM
    bThe form in which applications should be submitted and information and materials they should include:
    AN APPLICATION FORM IS NOT REQUIRED. INITIAL APPROACH SHOULD BE BY LETTER OF INQUIRY OUTLINING THE NATURE OF THE PROJECT, THE AMOUNT REQUESTED AND EVIDENCE OF IRC SECTION 501(C)(3) EXEMPT STATUS. IF THE PROJECT COINCIDES WITH THE FOUNDATION'S INTERESTS, A PROPOSAL WILL BE REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION IS PRIMARILY INTERESTED IN FAITH-MOTIVATED PROGRAMS THAT DIRECTLY BRING BASIC NECESSITIES, SUCH AS FOOD, CLOTHING, SHELTER, BASIC MEDICAL CARE AND BASIC EDUCATION TO THOSE LIVING IN POVERTY THROUGHOUT THE WORLD, PARTICULARLY THOSE NEEDING EMERGENCY RELIEF. INTERNATIONAL ASSISTANCE GRANTS ARE MADE ONLY TO U.S.-BASED CHARITIES. THE FOUNDATION DOES NOT MAKE LOANS OR GRANTS TO INDIVIDUALS OR GRANTS FOR ENDOWMENTS, CAPITAL CAMPAIGNS, CHURCH AND SCHOOL RENOVATIONS, RESEARCH, SPECIAL EVENTS, CONFERENCES OR SEMINARS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ALI FORNEY CENTER
    224 WEST 35TH STREET SUITE 1500
    NEW YORK,NY10001     		  PC PROGRAMS FOR HOMELESS YOUTH 3,000
    AVSI-USA
    8730 GEORGIA AVENUE SUITE 209
    SILVER SPRING,MD20910     		  PC EARLY CHILDHOOD EDUCATION AND NUTRITION PROGRAMS IN QUITO, ECUADOR 32,000
    BREAD FOR THE CITY
    1525 SEVENTH ST NW
    WASHINGTON,DC20001     		  PC FOOD, HEALTHCARE AND SOCIAL SERVICE PROGRAMS FOR VULNERABLE FAMILIES 20,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017     		  PC PROVIDE HEALTHY FOOD TO COMMUNITY 25,000
    CATHOLIC CHARITIES ARCHDIOCESE OF NEW YORK
    1011 FIRST AVENUE 11TH FLOOR
    NEW YORK,NY10022     		  PC COVID-19 EMERGENCY RELIEF FUND 4,000
    CATHOLIC CHARITIES ARCHDIOCESE OF WASHINGTON DC
    924 G STREET NW
    WASHINGTON,DC20001     		  PC EMERGENCY ASSISTANCE FUNDS AND ACT TEAM BEHAVIORAL HEALTH PROGRAMS & SPANISH CATHOLIC CENTER FOOD PANTRY COVID-19 RELIEF 95,000
    CATHOLIC CHARITIES COMMUNITY SERVICES
    1011 FIRST AVENUE
    NEW YORK,NY10022     		  PC IMMIGRATION AND REFUGEE PROGRAMS 40,000
    CATHOLIC CHARITIES USA
    2050 BALLENGER AVENUE SUITE 400
    ALEXANDRIA,VA22314     		  PC EMERGENCY ASSISTANCE FUNDS AND COVID-19 RELIEF 125,000
    CATHOLIC RELIEF SERVICES
    228 W LEXINGTON STREET
    BALTIMORE,MD21201     		  PC INTERNATIONAL EMERGENCY RELIEF PROGRAMS 1,200,000
    CATHOLIC STUDENT CENTER UNIVERSITY OF MARYLAND COLLEGE PARK
    4141 GUILFORD DRIVE
    COLLEGE PARK,MD20740     		  PC PROGRAM SUPPORT 20,000
    CHRIST CHILD SOCIETY DC CHAPTER
    5101 WISCONSIN AVE NW 102
    WASHINGTON,DC20016     		  PC VOLUNTEER ORGANIZATION SERVING NEEDS OF CHILDREN 25,000
    CHRIST CHILD SOCIETY NATIONAL OFFICE
    6110 EXECUTIVE BOULEVARD SUITE 504
    ROCKVILLE,MD20852     		  PC COVID-19 RELIEF PROGRAMS FOR VULNERABLE CHILDREN AND FAMILIES 25,000
    CITY HARVEST
    6 EAST 32ND STREET 5TH FLOOR
    NEW YORK,NY10016     		  PC FOOD PROGRAMS FOR FOOD INSECURE INDIVIDUALS AND FAMILIES IN NEW YORK 60,000
    COMMUNITY SERVICE ASSOCIATES INC
    144 NORTH 5TH AVENUE
    MOUNT VERNON,NY10550     		  PC FOOD PROGRAMS FOR LOW-INCOME INDIVIDUALS AND FAMILIES 20,000
    CRISTO REY NEW YORK HIGH SCHOOL
    112 E 106TH ST
    NEW YORK,NY10029     		  PC NEED-BASED FINANCIAL AID 50,000
    CROSSING THRESHOLDS INC
    168A IRVING AVE STE 300K PORT
    CHESTER,NY10573     		  PC COVID-19 RELIEF FUND AND SUPPORT FOR PRIMARY SCHOOL IN KIBERA, NAIROBI, KENYA 40,000
    DC CENTRAL KITCHEN
    425 SECOND STREET NW
    WASHINGTON,DC20001     		  PC PROGRAM SUPPORT 30,000
    DEPAUL USA INC
    PO BOX 756
    CHICAGO,IL60690     		  PC PROGRAM SERVICES IN PHILADELPHIA 30,000
    DIOCESE OF SAVANNAH
    2170 E VICTORY DR
    SAVANNAH,GA31404     		  PC CATHOLIC CHARITIES OF SOUTH GEORGIA EMERGENCY ASSISTANCE PROGRAMS 25,000
    FADICA INC
    4201 CONNECTICUT AVENUE NW SUITE
    505
    WASHINGTON,DC20008     		  PC PROGRAM SUPPORT 8,750
    FEEDING AMERICA
    161 NORTH CLARK STREET SUITE 700
    CHICAGO,IL60601     		  PC FEED AMERICA NATIONWIDE 10,000
    FIRST NATIONS DEVELOPMENT INSTITUTE
    2432 MAIN STREET 2ND FLOOR
    LONGMONT,CO80501     		  PC COVID-19 EMERGENCY RESPONSE FUND FOR NATIVE COMMUNITIES 1,000
    FISTBULA FOUNDATION
    1922 THE ALAMEDA SUITE 302
    SAN JOSE,CA95126     		  PC DEDICATED TO TREAT WOMEN SUFFERING FROM OBSTETRIC FISTULA 5,000
    FREE THE SLAVES
    1320 19TH STREET NW SUITE 600
    WASHINGTON,DC20036     		  PC SLAVERY ERADICATION, LIBERATION AND REINTEGRATION PROGRAMS 20,000
    FRIENDSHIP PLACE
    4713 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		  PC AIMHIRE JOB PLACEMENT PROGRAMS 40,000
    GEORGETOWN UNIVERSITY
    37TH AND O STREETS NW HEALY HALL
    108
    WASHINGTON,DC20057     		  PC MISSION AND MINISTRY PROGRAMS 10,000
    GEORGETOWN VISITATION
    1524 THIRTY-FIFTH STREET NW
    WASHINGTON,DC20007     		  PC CARE FOR ILL AND ELDERLY NUNS 41,000
    HAITIAN HEALTH FOUNDATION
    97 SHERMAN STREET
    NORWICH,CT06360     		  PC FOOD PROGRAM FOR SCHOOLS IN JEREMIE, HAITI 65,000
    HARLEM GROWN INC
    127 WEST 127TH STREET ROOM 418
    HARLEM,NY10027     		  PC FOOD PROGRAMS FOR VULNERABLE INDIVIDUALS AND FAMILIES IN HARLEM, NY 1,000
    HOMEBOY INDUSTRIES
    130 W BRUNO STREET
    LOS ANGELES,CA90012     		  PC COVID-19 RELIEF AND PROGRAMS TO HELP FORMER GANG MEMBERS SUCCESSFULLY REENTER SOCIETY 4,000
    JUBILEE JOBS INC
    2712 ONTARIO RD NW
    WASHINGTON,DC20009     		  PC JOB TRAINING AND PLACEMENT FOR VULNERABLE RECENT IMMIGRANTS, PERSONS IN RECOVERY AND YOUNG ADULTS 15,000
    JULIA'S WINGS FOUNDATION
    PO BOX 581
    SHERMAN,CT06784     		  PC PATIENT FINANCIAL AID 2,500
    KEYS FOR THE HOMELESS FOUNDATION INC
    PO BOX 32027
    WASHINGTON,DC20007     		  PC FURNITURE AND SUPPLIES FOR HOMELESS/LOW-INCOME PROGRAMS 10,000
    LEUKEMIA & LYMPHOMA SOCIETY NATIONAL CAPITAL AREA CHAPTER
    3601 EISENHOWER AVENUE SUITE 450
    ALEXANDRIA,VA22304     		  PC URGENT NEED FUND FOR PATIENT FINANCIAL ASSISTANCE 20,000
    LITTLE SISTERS OF THE POOR OF WASHINGTON DC INC
    4200 HAREWOOD ROAD NE
    WASHINGTON,DC20017     		  PC HOUSING AND HEALTHCARE PROGRAMS FOR LOW-INCOME ELDERLY 25,000
    MARTHA'S TABLE
    2375 ELVANS ROAD SE
    WASHINGTON,DC20020     		  PC COVID-19 RELIEF FOOD PROGRAMS 25,000
    MILLBROOK SCHOOL
    131 MILLBROOK SCHOOL ROAD
    MILLBROOK,NY12545     		  PC NEED-BASED FINANCIAL AID AND SCHOLARSHIPS 15,000
    MIRIAM'S KITCHEN
    2401 VIRGINIA AVENUE NW
    WASHINGTON,DC20037     		  PC COMPREHENSIVE PROGRAMS FOR THOSE EXPERIENCING HOMELESSNESS 30,000
    MISSIO CORP
    70 W 36TH ST FL 8
    NEW YORK,NY10018     		  PC SUPPORT FOR CATHOLIC RELIGIOUS SISTERS WORKING AS COVID-19 FRONTLINE RESPONDERS IN AFRICA AND COVID-19 PPE AND SUPPLIES FOR CATHOLIC WOMEN'S GROUP IN MALAWI 75,000
    MISSIONARY OBLATE PARTNERSHIP
    391 MICHIGAN AVE NE
    WASHINGTON,DC20017     		  PC COVID-19 AND AGRICULTURAL ASSISTANCE FOR PROGRAMS OF MISSIONARY OBLATES IN ZAMBIA 25,000
    MY SISTER'S PLACE
    3 BARKER AVENUE 5TH FLOOR
    WHITE PLAINS,NY10601     		  PC PROGRAMS TO END DOMESTIC VIOLENCE AND HUMAN TRAFFICKING IN NEW YORK 1,000
    NATIONAL CENTER FOR CHILDREN AND FAMILIES
    6301 GREENTREE ROAD
    BETHESDA,MD20817     		  PC NEEDIEST KIDS PROGRAM FOR THE MOST VULNERABLE STUDENTS IN WASHINGTON DC METRO AREA 25,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006     		  PC PROGRAM SUPPORT 5,000
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453     		  PC COVID-19 RELIEF PROGRAMS 35,000
    POLARIS PROJECT
    PO BOX 65323
    WASHINGTON,DC20035     		  PC SUPPORT FOR PROGRAMS TO COMBAT HUMAN TRAFFICKING 20,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1033 MASSACHUSETTS AVE STE 3
    CAMBRIDGE,MA02138     		  PC TYPE 1 DIABETES RESEARCH PROGRAM 10,000
    SAMARITANS'S FEET
    1836 CENTER PARK DR
    CHARLOTTE,NC28217     		  PC SHOES AND SOCKS FOR VULNERABLE CHILDREN AND FAMILIES LIVING IN IMPOVERISHED COMMUNITIES 5,000
    SAN MIGUEL SCHOOL
    836 S 4TH ST
    CAMDEN,NJ08103     		  PC MIDDLE SCHOOL PROGRAMS FOR LATINO BOYS FROM LOW-INCOME COMMUNITIES 25,000
    SCHOOL SISTERS OF ST FRANCIS
    1501 SOUTH LAYTON BOULEVARD
    MILWAUKEE,WI53215     		  PC CHILDREN'S HOME IN GUATEMALA 30,000
    SOCIETY OF JESUS USA NORTHEAST PROVINCE
    39 EAST 83RD STREET
    NEW YORK,NY10028     		  PC CARE FOR ELDERLY JESUITS 25,000
    SOLA
    470 ATLANTIC AVENUE 4TH FLOOR
    BOSTON,MA02210     		  PC PROGRAM SUPPORT 20,000
    SOME
    71 O STREET NW
    WASHINGTON,DC20001     		  PC COMPREHENSIVE PROGRAMS FOR THOSE EXPERIENCING HOMELESSNESS AND COVID-19 RELIEF 30,000
    ST ANSELM'S ABBEY SCHOOL
    4501 SOUTH DAKOTA AVE NW
    WASHINGTON,DC20017     		  PC STUDENT FINANCIAL AID 15,000
    ST JOHN'S BREAD AND LIFE
    795 LEXINGTON AVE
    BROOKLYN,NY11221     		  PC FOOD FOR VULNERABLE INDIVIDUALS AND FAMILIES IN BROOKLYN AND QUEENS, NY 55,000
    ST JOHN'SST ANN'S OUTREACH CENTER
    88 FOURTH AVENUE
    ALBANY,NY12202     		  PC FOOD FOR VULNERABLE INDIVIDUALS AND FAMILIES IN BROOKLYN AND QUEENS, NY 5,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PC PROGRAM SUPPORT FOR TREATMENT OF CHILDHOOD CANCERS 5,000
    THE FATHER MCKENNA CENTER
    19 EYE STREET NW
    WASHINGTON,DC20001     		  PC COVID-19 RESPONSE AND PROGRAMS FOR MEN EXPERIENCING HOMELESSNESS 25,000
    TOGO MISSION INC
    PO BOX 130
    GAITHERSBURG,MD20884     		  PC WASH SUPPORT- CISTERN, WATER TOWER, SHOWERS AND LATRINES FOR CATHOLIC SCHOOLS IN TOGO AFRICA 23,043
    USA FOR UNHCR
    1320 L STREET NW SUITE 450
    WASHINGTON,DC20005     		  PC COVID-19 RELIEF PROGRAMS 5,000
    WASHINGTON DC ARCHDIOCESE
    5001 EASTERN AVENUE
    HYATTSVILLE,MD20782     		  PC CARE OF ILL AND ELDERLY WOMEN RELIGIOUS & SUPPORT FOR PARISH FOOD BANKS 120,000
    WASHINGTON JESUIT ACADEMY
    900 VARNUM STREET NE
    WASHINGTON,DC20017     		  PC MENTAL HEALTH PROGRAM FOR TUITION-FREE INNER CITY SCHOOL FOR BOYS 50,000
    WASHINGTON MONTESSORI SCHOOL
    240 LITCHFIELD TURNPIKE
    NEW PRESTON,CT06777     		  PC NEED-BASED FINANCIAL AID 20,000
    WASHINGTON SCHOOL FOR GIRLS
    1901 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20020     		  PC TEACHER SALARIES FOR TUITION-FREE INNER CITY SCHOOL FOR GIRLS 50,000
    WATER MISSION
    PO BOX 71489
    NORTH CHARLESTON,SC29415     		  PC HANDWASHING STATIONS IN SCHOOLS AND HEALTHCARE FACILITIES IN DEVELOPING COUNTRIES 5,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6TH FLOOR
    WASHINGTON,DC20001     		  PC FOOD PROGRAMS IN NEW YORK CITY FOR THOSE IMPACTED BY COVID-19 & HURRICANES ETA AND IOTA RESPONSES IN HONDURAS, GUATEMALA, SAN ANDRES AND PROVIDENCIA 50,000
    XAVIER MISSION INC
    55 W 15TH ST
    NEW YORK,NY10011     		  PC PROGRAMS FOR THOSE EXPERIENCING HOMELESSNESS AND HUNGER IN NEW YORK 30,000
    Total .................................bullet 3a 3,006,293
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 1,247  
    4 Dividends and interest from securities....     14 940,854  
    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.....     14 30,956  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,220,985  
    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 2,194,042 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,194,042
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE W O'NEIL FOUNDATION
    EIN:
    34-6516969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CLIFTONLARSONALLEN LLP 5,932 2,966   2,966

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE W O'NEIL FOUNDATION
    EIN:
    34-6516969
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INTER-TERM INVEST GR ADM 1,362,845 1,492,909
    INTERNATIONAL GROWTH ADM 2,361,984 4,037,595
    INTERNATIONAL VALUE FUND 3,501,369 3,886,955
    PRIMECAP FUND ADMIRAL 3,492,333 3,926,720
    REAL ESTATE INDEX ADMIRAL 1,830,253 1,946,208
    SHORT-TERM INVEST-GR ADM 2,077,033 2,166,226
    TOT INTL BOND IX ADMIRAL 2,242,871 2,397,940
    TOTAL BOND MKT INDEX ADM 4,368,961 4,815,679
    WINDSOR FUND ADMIRAL 3,856,414 3,870,581
    LONG-TERM INVEST-GR ADM 1,235,427 1,268,328
    TOT INTL STOCK IX INST 7,129,540 8,212,467
    TOTAL STOCK MKT IDX INST 5,836,157 8,069,194

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE W O'NEIL FOUNDATION
    EIN:
    34-6516969
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SIMA OFF-GRID AT COST 250,000 250,000

    TY 2020 OtherExpensesSchedule
    Name:
    THE W O'NEIL FOUNDATION
    EIN:
    34-6516969
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO ANNUAL REPORT FEES 225 0   225
    REGISTERED AGENT FEE 658 0   658
    PHONE AND INTERNET 2,947 589   2,358
    BANK FEES 331 331   0
    INSURANCE 3,716 3,716   0
    IRS CHARITY CHECK SERVICE 675 0   675
    OFFICE EXPENSE 1,428 0   1,428
    PARKING 1,550 310   1,240
    PAYROLL FEES 1,004 100   904
    BOOKS & SUBSCRIPTIONS 3,617 0   3,617
    MEMBERSHIP DUES 1,530 0   1,530
    PY NONDIVIDEND DISTRIBUTION 15,532 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE W O'NEIL FOUNDATION
    EIN:
    34-6516969
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NONDIVIDEND DISTRIBUTION 30,956 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE W O'NEIL FOUNDATION
    EIN:
    34-6516969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 43,854 43,285   0


    TY 2020 TaxesSchedule
    Name:
    THE W O'NEIL FOUNDATION
    EIN:
    34-6516969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 25,163 25,163   0
    EXCISE TAXES 43,004 0   0