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 07-01-2020 , and ending 06-30-2021
Name of foundation
THE O'NEIL FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)11325 JOHN CARROLL RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OWINGS MILLS, MD21117
A Employer identification number

26-1313395
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$28,535,909J 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) 36,808
2 Check bullet.............
3 Interest on savings and temporary cash investments 79 79  
4 Dividends and interest from securities... 189,452 189,452  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,681,336
b Gross sales price for all assets on line 6a 12,784,822
7 Capital gain net income (from Part IV, line 2)... 3,681,336
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,907,675 3,870,867 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,910 2,955 0 2,955
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,575 5,575 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 56 28 0 28
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,541 8,558 0 2,983
25 Contributions, gifts, grants paid....... 1,040,588 1,040,588
26 Total expenses and disbursements. Add lines 24 and 25 1,077,129 8,558 0 1,043,571
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,830,546
b Net investment income (if negative, enter -0-) 3,862,309
c Adjusted net income (if negative, enter -0-)... 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......... 587,203 764,614 764,614
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)....... 14,387,269 Click to see attachment17,040,404 27,771,295
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,974,472 17,805,018 28,535,909
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,974,472 17,805,018
29 Total net assets or fund balances (see instructions)..... 14,974,472 17,805,018
30 Total liabilities and net assets/fund balances (see instructions). 14,974,472 17,805,018
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
14,974,472
2
Enter amount from Part I, line 27a .....................
2
2,830,546
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,805,018
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
17,805,018
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 575 SHS BLACKLINE INC P 2017-03-20 2020-07-22
b 2000 SHS BLACKLINE INC P 2017-03-20 2020-07-22
c 275 SHS BLACKLINE INC P 2017-04-18 2020-07-22
d 750 SHS OKTA INC REG P 2018-10-26 2020-07-21
e 1425 SHS PROS HLDGS INC P 2017-03-10 2020-07-21
25 SHS TYLER TECHS INC P 2016-02-10 2020-07-21
23 SHS TYLER TECHS INC P 2016-02-18 2020-07-21
200 SHS TYLER TECHS INC P 2016-02-18 2020-07-21
2 SHS TYLER TECHS INC P 2016-12-01 2020-07-21
350 SHS ATLASSIAN CORP PLC P 2020-02-27 2020-07-21
2500 SHS QUALYS INC COM P 2020-05-08 2020-07-07
650 SHS TWILION INC P 2019-11-05 2020-07-21
100 SHS TWILION INC P 2019-11-06 2020-07-21
400 SHS VEEVA SYS INC P 2019-10-03 2020-07-21
500000 SHS US TREASURY BILL P 2020-04-16 2020-08-11
100000 SHS US TREASURY BILL P 2020-04-16 2020-08-12
500000 SHS US TREASURY BILL P 2020-04-16 2020-08-19
245 SHS BROOKS AUTOMATION INC P 2018-03-07 2020-08-27
2305 SHS BROOKS AUTOMATION INC P 2018-04-04 2020-08-27
3000 SHS EDWARDS LIFESCIENCES CRP P 2017-02-14 2020-08-27
100 SHS FASTENAL COMPANY P 2017-06-20 2020-08-14
250 SHS S&P GLOBAL INC P 2015-06-16 2020-08-27
100 SHS MARKEL CORP P 2010-11-08 2020-08-27
50 SHS MARKEL CORP P 2013-08-09 2020-08-27
175 SHS ROPER TECHNOLOGIES INC P 2016-06-22 2020-08-27
125 SHS ROPER TECHNOLOGIES INC P 2016-07-08 2020-08-27
1300 SHS WASTE CONNECTIONS INC P 2016-06-02 2020-08-27
12500 SHS CONCHO RESOURCES INC P 2020-08-11 2020-09-08
1317 SHS PELOTON INTERACTIVE INC P 2017-03-31 2020-10-14
325 SHS PELOTON INTERACTIVE INC P 2017-03-31 2020-10-14
US TREASURY BILL P 2020-04-16 2020-10-15
1975 SHS PROS HLDGS INC P 2017-03-10 2020-11-10
2000 SHS PROS HLDGS INC P 2017-10-30 2020-11-10
3250 SHS PROS HLDGS INC P 2020-04-17 2020-11-10
55 SHS ALPHABET INC P 2015-08-25 2020-12-21
195 SHS ALPHABET INC P 2015-09-18 2020-12-21
2075 SHS NUTRIEN LTD P 2018-08-09 2020-12-09
2500 SHS NUTRIEN LTD P 2019-05-22 2020-12-09
425 SHS NUTRIEN LTD P 2019-12-04 2020-12-09
175 SHS ROPER TECHNOLOGIES INC P 2016-07-08 2020-12-03
450 SHS ROPER TECHNOLOGIES INC P 2016-07-08 2020-12-18
425 SHS ROPER TECHNOLOGIES INC P 2016-07-26 2020-12-18
598 SHS TYLER TECHS INC P 2016-12-01 2020-12-21
1200 SHS TREX CO INC P 2020-02-27 2020-12-18
1050 SHS BLACKLINE INC P 2017-04-18 2021-01-05
100 SHS BLACKLINE INC P 2017-05-15 2021-01-05
1625 SHS MOODY'S CORP P 2013-10-14 2021-01-27
546 SHS PELOTON INTERACTIVE INC P 2017-03-31 2021-01-14
1317 SHS PELOTON INTERACTIVE INC P 2017-03-31 2021-01-21
654 SHS PELOTON INTERACTIVE INC P 2017-03-31 2021-01-14
1430 SHS PELOTON INTERACTIVE INC P 2017-03-31 2021-01-21
365 SHS PELOTON INTERACTIVE INC P 2018-08-30 2021-01-21
88 SHS PELOTON INTERACTIVE INC P 2018-08-30 2021-01-21
8000 SHS THREE D SYSTEMS NEW P 2017-10-31 2021-01-12
2000 SHS THREE D SYSTEMS NEW P 2017-11-06 2021-01-12
5000 SHS THREE D SYSTEMS NEW P 2017-11-06 2021-01-15
3000 SHS THREE D SYSTEMS NEW P 2017-11-06 2021-01-25
5500 SHS THREE D SYSTEMS NEW P 2017-11-06 2021-01-27
9000 SHS VANECK VECTORS GOLD P 2020-11-02 2021-01-15
500000 SHS US TREASURY BILL P 2020-10-19 2021-02-23
2000 SHS THREE D SYSTEMS NEW P 2017-11-06 2021-02-09
1600 SHS TREX CO INC P 2020-02-27 2021-02-09
6000 SHS WELLS FARGO & CO P 2019-10-21 2021-03-09
17000 SHS BARRICK GOLD CORPORATION P 2021-01-15 2021-03-03
675 SHS AAC HOLDINGS INC P 2015-09-25 2021-04-16
1400 SHS AAC HOLDINGS INC P 2016-01-05 2021-04-16
2925 SHS AAC HOLDINGS INC P 2016-01-06 2021-04-16
575 SHS AAC HOLDINGS INC P 2016-07-07 2021-04-16
925 SHS AAC HOLDINGS INC P 2016-07-08 2021-04-16
12500 SHS AAC HOLDINGS INC P 2016-11-09 2021-04-16
6000 SHS AAC HOLDINGS INC P 2016-12-30 2021-04-16
6000 SHS AAC HOLDINGS INC P 2017-06-01 2021-04-16
4000 SHS AAC HOLDINGS INC P 2017-06-20 2021-04-16
5000 SHS AAC HOLDINGS INC P 2017-12-18 2021-04-16
17225 SHS AAC HOLDINGS INC P 2018-12-28 2021-04-16
21475 SHS AAC HOLDINGS INC P 2018-12-31 2021-04-16
1300 SHS AAC HOLDINGS INC P 2019-01-03 2021-04-16
20000 SHS AAC HOLDINGS INC P 2019-08-08 2021-04-16
150 SHS MARKEL CORP COM P 2013-08-09 2021-04-06
50 SHS MARKEL CORP COM P 2019-02-15 2021-04-06
2000 SHS WELLS FARGO & CO P 2019-10-23 2021-04-06
1000 SHS WELLS FARGO & CO P 2019-11-25 2021-04-06
2500 SHS GUIDEWIRE SOFTWARE INC P 2020-10-19 2021-04-06
US TREASURY BILL P 2020-10-19 2020-04-22
650 SHS TREX CO INC P 2020-02-27 2021-05-17
4750 SHS TREX CO INC P 2020-03-12 2021-05-17
700 SHS JPMORGAN CHASE & CO P 2019-06-12 2021-05-25
1000 SHS JPMORGAN CHASE & CO P 2019-10-07 2021-05-25
2500 SHS WELLS FARGO & CO P 2019-11-25 2021-05-25
1500 SHS WELLS FARGO & CO P 2020-03-16 2021-05-25
6000 SHS VANECK VECTORS P 2020-11-02 2021-06-22
(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 50,231   17,244 32,987
b 174,718   59,981 114,737
c 24,024   8,799 15,225
d 158,023   38,915 119,108
e 60,350   31,999 28,351
9,162   3,421 5,741
8,429   2,902 5,527
73,295   25,186 48,109
733   286 447
65,719   50,908 14,811
267,895   260,805 7,090
167,458   59,932 107,526
25,763   9,316 16,447
102,967   58,802 44,165
499,910   499,617 293
99,982   99,923 59
499,930   499,617 313
12,522   6,897 5,625
117,804   59,854 57,950
251,220   89,889 161,331
4,744   2,175 2,569
91,296   25,999 65,297
111,312   36,662 74,650
55,656   26,485 29,171
75,169   29,992 45,177
53,692   21,227 32,465
131,111   57,551 73,560
597,802   696,020 -98,218
175,383   7,132 168,251
43,280   1,760 41,520
900,000   899,310 690
72,945   44,349 28,596
73,868   45,252 28,616
120,036   98,861 21,175
94,241   33,355 60,886
334,127   123,257 210,870
103,561   120,036 -16,475
124,772   122,797 1,975
21,211   19,863 1,348
72,895   29,718 43,177
191,982   76,417 115,565
181,316   69,610 111,706
260,554   85,371 175,183
100,361   60,971 39,390
136,913   33,598 103,315
13,039   3,165 9,874
434,181   115,861 318,320
92,020   2,957 89,063
207,010   7,132 199,878
110,222   3,542 106,680
224,772   7,744 217,028
57,372   5,271 52,101
13,832   1,271 12,561
222,825   99,959 122,866
55,706   16,917 38,789
150,180   42,293 107,887
113,955   25,376 88,579
228,120   46,522 181,598
314,858   343,472 -28,614
499,984   499,709 275
111,330   16,917 94,413
165,873   81,296 84,577
230,689   302,647 -71,958
330,315   399,617 -69,302
    17,163 -17,163
    27,170 -27,170
    56,398 -56,398
    13,055 -13,055
    21,467 -21,467
    88,483 -88,483
    43,258 -43,258
    39,277 -39,277
    27,128 -27,128
    43,720 -43,720
    26,463 -26,463
    32,320 -32,320
    2,197 -2,197
    19,410 -19,410
175,637   79,455 96,182
58,546   50,875 7,671
79,093   101,407 -22,314
39,546   54,520 -14,974
264,076   263,882 194
500,000   499,709 291
65,458   33,026 32,432
478,350   192,513 285,837
114,246   76,901 37,345
163,209   114,595 48,614
116,391   136,300 -19,909
69,835   43,576 26,259
285,790   325,489 -39,699
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       32,987
b       114,737
c       15,225
d       119,108
e       28,351
      5,741
      5,527
      48,109
      447
      14,811
      7,090
      107,526
      16,447
      44,165
      293
      59
      313
      5,625
      57,950
      161,331
      2,569
      65,297
      74,650
      29,171
      45,177
      32,465
      73,560
      -98,218
      168,251
      41,520
      690
      28,596
      28,616
      21,175
      60,886
      210,870
      -16,475
      1,975
      1,348
      43,177
      115,565
      111,706
      175,183
      39,390
      103,315
      9,874
      318,320
      89,063
      199,878
      106,680
      217,028
      52,101
      12,561
      122,866
      38,789
      107,887
      88,579
      181,598
      -28,614
      275
      94,413
      84,577
      -71,958
      -69,302
      -17,163
      -27,170
      -56,398
      -13,055
      -21,467
      -88,483
      -43,258
      -39,277
      -27,128
      -43,720
      -26,463
      -32,320
      -2,197
      -19,410
      96,182
      7,671
      -22,314
      -14,974
      194
      291
      32,432
      285,837
      37,345
      48,614
      -19,909
      26,259
      -39,699
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 3,681,336
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 53,686
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 53,686
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 53,686
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 34,741
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 34,741
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 18,945
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletTHOMAS F O'NEIL JR Telephone no.bullet (410) 837-2544

    Located atbullet11325 JOHN CARROLL RDOWINGS MILLSMD ZIP+4bullet21117
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
     
     
    ........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
    THOMAS F O'NEIL JR DIRECTOR
    2.00     		0 0 0
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    PAMELA B O'NEIL DIRECTOR
    1.00     		0 0 0
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    THOMAS F O'NEIL III DIRECTOR
    1.00     		0 0 0
    1537 38TH STREET
    SEATTLE,WA98122
    STEPHEN B O'NEIL DIRECTOR
    1.00     		0 0 0
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    MICHAEL N O'NEIL DIRECTOR
    1.00     		0 0 0
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    23,831,656
    b
    Average of monthly cash balances.......................
    1b
    894,771
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,726,427
    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
    24,726,427
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    370,896
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,355,531
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,217,777
    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
    1,217,777
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    53,686
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    53,686
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,164,091
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,164,091
    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
    1,164,091
    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
    1,043,571
    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
    1,043,571
    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
    1,043,571
    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 1,164,091
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 683,236
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,043,571
    a Applied to 2019, but not more than line 2a 683,236
    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..... 360,335
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........     		803,756
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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:
    THOMAS F O'NEIL JR
    11325 JOHN CARROLL RD
    OWINGS MILLS,MD21117
    (410) 837-2544
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    UNSPECIFIED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TO ADVANCE CHARITABLE PURPOSES.
    Form 990-PF (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
    ARCHBISHOP CURLEY
    3701 SINCLAIR LANE
    BALTIMORE,MD21213     		  501(C)(3) CHARITABLE 7,500
    BOYS HOPE GIRLS HOPE OF BALTIMORE
    3700 E NORTHERN PARKWAY 2ND FLOOR
    BALTIMORE,MD21206     		  501(C)(3) CHARITABLE 5,000
    BRINGING HOPE HOME
    940 WEST VALLEY ROAD SUITE 1602
    WAYNE,PA19087     		  501(C)(3) CHARITABLE 10,000
    CATHOLIC CHARITIES
    2050 BALLENGER AVENUE SUITE 400
    ALEXANDRIA,VA22314     		  501(C)(3) CHARITABLE 350,000
    CHURCH OF THE NATIVITY
    20 E RIDGELY ROAD
    LUTHERVILLE,MD21093     		  501(C)(3) CHARITABLE 100,000
    CRISTO REY JESUIT HIGH SCHOOL
    420 S CHESTER STREET
    BALTIMORE,MD21231     		  501(C)(3) CHARITABLE 23,000
    GBMC NEONATAL INTENSIVE CARE UNIT
    6701 N CHARLES STREET
    TOWSON,MD21204     		  501(C)(3) CHARITABLE 11,000
    CILCHRIST CENTER BALTIMORE
    11311 MCCORMICK ROAD SUITE 350
    HUNT VALLEY,MD21031     		  501(C)(3) CHARITABLE 25,000
    HEALTHCARE FOR THE HOMELESS INC
    421 FALLSWAY
    BALTIMORE,MD21202     		  501(C)(3) CHARITABLE 25,000
    IN THE GAME MINISTRIES
    PO BOX 2485
    ELLICOTT CITY,MD21041     		  501(C)(3) CHARITABLE 40,000
    JEMICY SCHOOL
    11 CELADON ROAD
    OWING MILLS,MD21117     		  501(C)(3) CHARITABLE 50,000
    MARYLAND SPCA
    3300 FALLS ROAD
    BALTIMORE,MD21211     		  501(C)(3) CHARITABLE 50,000
    MOTHER SETON ACADEMY
    2215 GREENMOUNT AVENUE
    BALTIMORE,MD21218     		  501(C)(3) CHARITABLE 10,000
    MT WASHINGTON PEDIATRIC HOSPITAL
    1708 W ROGERS AVE
    BALTIMORE,MD21209     		  501(C)(3) CHARITABLE 10,000
    MY SISTERS CIRCLE
    PO BOX 84
    TIMONIUM,MD21094     		  501(C)(3) CHARITABLE 10,000
    NAGI KHOURI FOUNDATION
    750 EAST PRATT STREET 17TH FLOOR
    BALTIMORE,MD21202     		  501(C)(3) CHARITABLE 10,000
    RANDOLPH MACON COLLEGE
    114 COLLEGE AVENUE
    ASHLAND,VA23005     		  501(C)(3) CHARITABLE 5,000
    ROLAND PARK COUNTRY SCHOOL
    5204 ROLAND AVENUE
    BALTIMORE,MD21210     		  501(C)(3) CHARITABLE 10,000
    SAFE ALTERNATIVE FOUNDATION FOR EDUCATION
    1501 W LEXINGTON STREET
    BALTIMORE,MD21223     		  501(C)(3) CHARITABLE 15,000
    SAINT ANN'S CENTER FOR CHILDREN YOUTH & FAMILIES
    4901 EASTERN AVENUE
    HYATTSVILLE,MD20782     		  501(C)(3) CHARITABLE 5,000
    SAINT ELIZABETH SCHOOL
    801 ARGONNE DRIVE
    BALTIMORE,MD21218     		  501(C)(3) CHARITABLE 3,588
    SAINT IGNATIUS LOYOLA ACADEMY
    300 EAST GITTINGS STREET
    BALTIMORE,MD21230     		  501(C)(3) CHARITABLE 16,000
    SAINT PAUL'S SCHOOL FOR GIRLS
    11232 FALLS ROAD
    BROOKLANDVILLE,MD21022     		  501(C)(3) CHARITABLE 14,500
    SHAREBABY
    PO BOX 341
    BROOKLANDVILLE,MD21022     		  501(C)(3) CHARITABLE 40,000
    SINAI HOSPITAL OF BALTIMORE
    2401 W BELVEDERE AVE
    BALTIMORE,MD21215     		  501(C)(3) CHARITABLE 10,000
    THE FIRST TEE OF BALTIMORE
    8508 LOCH RAVEN BLVD SUITE J
    BALTIMORE,MD21286     		  501(C)(3) CHARITABLE 25,000
    THE LEAGUE FOR PEOPLE WITH DISABILITIES
    1111 EAST COLDSPRING LANE
    BALTIMORE,MD21236     		  501(C)(3) CHARITABLE 20,000
    THE WILMER EYE INSTITUTE
    600 NORTH WOLFE STREET
    BALTIMORE,MD21287     		  501(C)(3) CHARITABLE 35,000
    TURN AROUND INC
    600 N CEDAR HALLOW ROAD
    PAOLI,PA19301     		  501(C)(3) CHARITABLE 25,000
    WARRIOR WELLNESS SOLUTIONS
    732 NINTH T 581
    DURHAM,NC27705     		  501(C)(3) CHARITABLE 10,000
    WOMEN'S EDUCATION ALLIANCE
    320 CATHEDRAL STREET
    BALTIMORE,MD21201     		  501(C)(3) CHARITABLE 70,000
    Total .................................bullet 3a 1,040,588
    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 79  
    4 Dividends and interest from securities....     14 189,452  
    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 3,681,336  
    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 3,870,867 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,870,867
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 INTEREST, DIVIDENDS, CAPITAL GAINS DISTRIBUTIONS AND GAIN ON THE SALE
    4 OF INVESTMENTS PROVIDE INCOME FOR DISTRIBUTIONS TO CHARITABLE
    8 ORGANIZATIONS.
    Form 990-PF (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
    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
    2020
    Name of the organization
    THE O'NEIL FAMILY FOUNDATION INC
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE O'NEIL FAMILY FOUNDATION INC
          		Employer identification number
    26-1313395
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THOMAS F O'NEIL JR
    11325 JOHN CARROLL RD
     
    OWINGS MILLS, MD21117

    		$ 36,808


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE O'NEIL FAMILY FOUNDATION INC
          		Employer identification number

    26-1313395
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 6,042 SH PELOTON INTERACTIVE INC STOCK - PUBLICLY TRADED STOCK $ 674,438 2020-10-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE O'NEIL FAMILY FOUNDATION INC
          		Employer identification number

    26-1313395
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE O'NEIL FAMILY FOUNDATION INC
    EIN:
    26-1313395
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,910 2,955 0 2,955

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE O'NEIL FAMILY FOUNDATION INC
    EIN:
    26-1313395
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANSYS INC 134,396 798,238
    AMERICAN TOWER CORP CL A 166,649 729,378
    ATLASSIAN CORP 167,269 295,389
    ATRION CORP 792,574 776,162
    BIO TECHNE CORP 385,013 900,520
    BLACKLINE INC 159,456 556,350
    BRIGHT HORIZONS FAMILY 691,823 809,105
    BROOKS AUTOMATION INC 424,049 952,800
    CABLE ONE INC 439,154 669,484
    COSTAR GROUP INC 41,288 366,064
    CROWDSTRIKE HOLDINGS INC 272,191 502,620
    DANAHER CORP 427,051 670,900
    ECOLAB INC 656,376 823,880
    EDWARDS LIFESCIENCES CORP 389,053 828,560
    FASTENAL COMPANY 238,448 579,800
    FRANCO NEVADA CORP 602,592 725,350
    HECLA MINING COMPANY 313,848 297,600
    HEICO COPR 593,925 620,900
    ILLUMINA INC 518,625 1,150,847
    INTUITIVE SURGICAL INC 388,845 1,149,550
    JPMORGAN CHASE & CO 472,395 668,822
    MARKEL CORP COM 679,398 830,697
    MASIMO CORP 175,696 181,838
    MASTERCARD INC 182,446 730,180
    MICRON TECHMOLOGY INC 613,382 594,860
    NUTRIEN LTD 566,814 909,150
    OKTA INC REG SHS CL A 54,482 256,914
    QUALCOMM INC 585,015 929,045
    S&P GLOBAL INC 123,724 513,062
    SOUTHWEST AIRLINES CO 764,354 743,260
    TELEFLEX INC 324,398 522,327
    THREE D SYSTEMS 63,440 299,775
    TWILIO INC 83,840 354,744
    VEEVA SYS INC 149,961 310,950
    VISA INC 622,724 701,460
    VULCAN MATERIALS CO 731,213 1,044,420
    WABTEC 876,403 1,069,900
    WASTE CONNECTIONS INC 352,814 801,614
    WELLS FARGO & CO 440,454 769,930
    WILLSCOT MOBILE MIN HOLDINGS 419,871 418,050
    ETF MANAGERS ETFMG PTIME JR SILVER 449,154 456,000
    ISHARES MSCI GLOBAL SILVER & METAL MINERS 505,801 460,800

    TY 2020 OtherExpensesSchedule
    Name:
    THE O'NEIL FAMILY FOUNDATION INC
    EIN:
    26-1313395
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGES 56 28 0 28


    TY 2020 TaxesSchedule
    Name:
    THE O'NEIL FAMILY FOUNDATION INC
    EIN:
    26-1313395
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 5,575 5,575 0 0
    2020 FEDERAL TAX 25,000 0 0 0