Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$39,834,630J 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 right arrow.............
3 Interest on savings and temporary cash investments 10,001 10,001  
4 Dividends and interest from securities... 1,016,581 1,016,581  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 564,229
b Gross sales price for all assets on line 6a 2,664,442
7 Capital gain net income (from Part IV, line 2)... 564,229
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
List of Attached Documents:
// Content
54,579 0  
12 Total. Add lines 1 through 11........ 1,645,390 1,590,811  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 278,025 18,802   259,223
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 19,544 1,954   17,589
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,783 3,392   3,392
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
75,774 75,774   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,959 22,959   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 22,590 4,518   18,072
21 Travel, conferences, and meetings....... 11,998 3,170   8,828
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
74,705 32,634   20,584
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 512,378 163,203   327,688
25 Contributions, gifts, grants paid....... 2,501,428 2,501,428
26 Total expenses and disbursements. Add lines 24 and 25 3,013,806 163,203   2,829,116
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,368,416
b Net investment income (if negative, enter -0-) 1,427,608
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............   -1 -1
2 Savings and temporary cash investments......... 334,768 714,395 714,395
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 38,987,204 Click to see attachment
List of Attached Documents:
// Content
37,236,462 		39,120,236
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,321,972 37,950,856 39,834,630
Liabilities 17 Accounts payable and accrued expenses.......... 2,700  
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 2,700 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 34,296,994 32,928,578
29 Total net assets or fund balances (see instructions)..... 39,319,272 37,950,856
30 Total liabilities and net assets/fund balances (see instructions). 39,321,972 37,950,856
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
39,319,272
2
Enter amount from Part I, line 27a .....................
2
-1,368,416
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
37,950,856
5
Decreases not included in line 2 (itemize) right arrow
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
37,950,856
Form 990-PF (2023)
Form 990-PF (2023)
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   2022-12-31 2023-12-31
b PUBLICLY TRADED SECURITIES   2022-12-31 2023-12-31
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 224,037     224,037
b 2,440,405   2,100,213 340,192
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       224,037
b       340,192
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 2 564,229
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
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 right arrow 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) 1 19,844
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 19,844
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 19,844
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 15,752
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 15,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,092
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH, 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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowHELENE O'NEIL SHERE Telephone no.right arrow (301) 656-5848

Located atright arrow5910 CONNECTICUT AVENUE UNIT 15888CHEVY CHASEMD ZIP+4right arrow20825
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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, PRESIDENT, TRUSTEE
38.00 		188,025 0 0
PO BOX 15888
CHEVY CHASE,MD20825
JANE O'NEIL WIEDER VICE PRESIDENT, TREASURER, TRUSTEE
7.00 		0 0 0
PO BOX 15888
CHEVY CHASE,MD20825
MOLLY HERRERA VICE PRESIDENT, SENIOR PROGRAM OFFICER
38.00 		90,000 0 0
PO BOX 15888
CHEVY CHASE,MD20825
ANN O'NEIL GRADOWSKI VICE CHAIR, ASSIST. SECRETARY,TRUSTEE
5.00 		0 0 0
PO BOX 15888
CHEVY CHASE,MD20825
MARY REGAN SECRETARY, TRUSTEE
5.00 		0 0 0
PO BOX 15888
CHEVY CHASE,MD20825
JOHN O'NEIL TRUSTEE
1.00 		0 0 0
PO BOX 15888
CHEVY CHASE,MD20825
ANN REGAN TRUSTEE
1.00 		0 0 0
PO BOX 15888
CHEVY CHASE,MD20825
JANE REGAN TRUSTEE
1.00 		0 0 0
PO BOX 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
38,555,061
b
Average of monthly cash balances.......................
1b
136,595
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
38,691,656
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
38,691,656
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
580,375
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,111,281
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,905,564
Part X
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 IX, line 6..................
1
1,905,564
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
19,844
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,844
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,885,720
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,885,720
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 XII, line 1 ...
7
1,885,720
Part XI
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
2,829,116
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,829,116
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,885,720
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 214,788
b From 2019......  
c From 2020...... 1,135,173
d From 2021...... 839,749
e From 2022...... 1,263,100
f Total of lines 3a through e ........ 3,452,810
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,829,116
a Applied to 2022, 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 2023 distributable amount..... 1,885,720
e Remaining amount distributed out of corpus 943,396
5 Excess distributions carryover applied to 2023. 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 4,396,206
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		214,788
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,181,418
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 1,135,173
c Excess from 2021.... 839,749
d Excess from 2022.... 1,263,100
e Excess from 2023.... 943,396
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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@WONF.ORG
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AVSI-USA INC

8730 GEORGIA AVENUE SUITE 209
SILVER SPRING,MD20910 		  PC EARLY CHILDHOOD EDUCATION AND NUTRITION PROGRAMS IN QUITO, ECUADOR 28,000

CAPITAL AREA FOODBANK

4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		  PC FOOD PROGRAMS 20,000

CATHOLIC CHARITIES ARCHDIOCESE OF WASHINGTON

924 G STREET NW
WASHINGTON,DC20001 		  PC ACT BEHAVIORAL HEALTH TEAM, EMERGENCY ASSISTANCE FUNDS, FOOD PROGRAMS AT FAMILY SHELTER 85,000

CATHOLIC CHARITIES COMMUNITY SERVICES

1011 FIRST AVENUE 11TH FLOOR
NEW YORK,NY10022 		  PC IMMIGRATION AND REFUGEE LEGAL ASSISTANCE PROGRAMS 50,000

CATHOLIC CHARITIES OF WYOMING

PO BOX 907
CHEYENNE,WY82003 		  PC IMMIGRATION AND REFUGEES, LOW-INCOME AND NATIVE AMERICAN FOOD PROGRAMS 20,000

CATHOLIC CHARITIES USA

2050 BALLENGER AVENUE SUITE 400
ALEXANDRIA,VA22314 		  PC EMERGENCY ASSISTANCE FUNDS AND HOUSING PROGRAMS 75,000

CATHOLIC RELIEF SERVICES

228 W LEXINGTON STREET
BALTIMORE,MD21201 		  PC INTERNATIONAL EMERGENCY RELIEF PROGRAMS 1,000,000

CATHOLIC STUDENT CENTER UMD COLLEGE PARK

4141 GUILFORD DRIVE
COLLEGE PARK,MD20740 		  PC PROGRAM SUPPORT 20,000

CHRIST CHILD SOCIETY OF WASHINGTON DC

5101 WISCONSIN AVE NW SUITE 102
WASHINGTON,DC20016 		  PC PROGRAM SUPPORT FOR AT-RISK GIRLS IN WASHINGTON, DC 20,000

COMMUNITY SERVICE ASSOCIATES INC

38 EAST 1ST STREET
MOUNT VERNON,NY10550 		  PC FOOD PROGRAMS 20,000

CRISTO REY NY HIGH SCHOOL INC

112 E 106TH STREET
NEW YORK,NY10029 		  PC STUDENT FAMILY SUPPORT GRANTS 30,000

CROSSING THRESHOLDS INC

PO BOX 446
NEW CANAAN,CT06840 		  PC PRIMARY SCHOOL IN KIBERA, NAIROBI, KENYA 25,000

DC CENTRAL KITCHEN

2121 FIRST STREET SW
WASHINGTON,DC20024 		  PC FOOD PROGRAMS, JOB TRAINING, SOCIAL ENTREPRENEURSHIP 30,000

DEPAUL USA

PO BOX 756
CHICAGO,IL60690 		  PC SUPPORTIVE HOUSING FOR COLLEGE STUDENTS EXPERIENCING HOMELESSNESS IN PHILADELPHIA 30,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC EMERGENCY EARTHQUAKE RELIEF FOR TRKIYE AND SYRIA 25,000

FADICA

PO BOX 33667
WASHINGTON,DC20033 		  PC PROGRAM SUPPORT 8,750

FEEDING AMERICA

1627 I STREET NW
WASHINGTON,DC20006 		  PC FOOD PROGRAMS 10,000

FOOD RESCUE US

1127 HIGH RIDGE RD SUITE 338
STAMFORD,CT06905 		  PC FOOD RESCUE PROGRAM FOR FOOD INSECURE COMMUNITIES IN WASHINGTON, DC 25,000

FREE THE SLAVES INC

1320 19TH STREET NW SUITE 600
WASHINGTON,DC20036 		  PC SLAVERY ERADICATION, LIBERATION AND REINTEGRATION PROGRAMS 10,000

FRIENDS OF UNITED HATZALAH OF ISRAEL

442 5TH AVENUE SUITE 1866
NEW YORK,NY10018 		  PC MEDICAL PROGRAMS FOR VICTIMS OF HAMAS TERRORIST ATTACKS 10,000

FRIENDSHIP PLACE

4713 WISCONSIN AVENUE NW
WASHINGTON,DC20016 		  PC AIMHIRE WORKFORCE DEVELOPMENT PROGRAM 35,000

GEORGETOWN UNIVERSITY

3700 O STREET NW
WASHINGTON,DC20057 		  PC PROGRAM SUPPORT FOR THE OFFICE OF MISSION AND MINISTRY 4,000

GEORGETOWN VISITATION

1524 THIRTY-FIFTH STREET NW
WASHINGTON,DC20007 		  PC STUDENT FINANCIAL AID AND CARE OF ELDERLY NUNS 35,000

HAITIAN HEALTH FOUNDATION

97 SHERMAN STREET
NORWICH,CT06360 		  PC FOOD PROGRAMS IN JEREMIE, HAITI 55,000

HEBREW INTERNATIONAL AID SOCIETY (HIAS)

1300 SPRING ST SUITE 500
SILVER SPRING,MD20910 		  PC HUMANITARIAN SUPPORT FOR VICTIMS OF HAMAS TERRORIST ATTACKS 15,000

HOMEBOY INDUSTRIES

130 WEST BRUNO STREET
LOS ANGELES,CA90012 		  PC PROGRAMS TO HELP FORMER GANG MEMBERS SUCCESSFULLY REENTER SOCIETY 35,000

HUMAN OPTIONS

5540 TRABUCO ROAD SUITE 100
IRVINE,CA92620 		  PC PROGRAMS SUPPORTING VICTIMS OF DOMESTIC VIOLENCE 8,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC PROGRAM SUPPORT FOR THE FUND FOR VICTIMS OF TERROR 15,000

JUBILEE JOBS INC

2712 ONTARIO ROAD NW
WASHINGTON,DC20009 		  PC JOB TRAINING AND PLACEMENT PROGRAMS 15,000

JULIA'S WINGS FOUNDATION

PO BOX 581
SHERMAN,CT06784 		  PC APLASTIC ANEMIA PATIENT FINANCIAL ASSISTANCE 5,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		  PC URGENT NEED FUND FOR PATIENT FINANCIAL ASSISTANCE 35,000

MIRIAM'S KITCHEN

2401 VIRGINIA AVENUE NW
WASHINGTON,DC20037 		  PC COMPREHENSIVE PROGRAMS FOR THOSE EXPERIENCING HOMELESSNESS 25,000

MISSIO CORP

224 WEST 35TH STREET SUITE 500 PMB
8
NEW YORK,NY10001 		  PC FLOOD RELIEF PROGRAMS IN MALAWI 50,000

NAMI NATIONAL

4301 WILSON BOULEVARD SUITE 300
ARLINGTON,VA22203 		  PC PROGRAM SUPPORT 5,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 550
WASHINGTON,DC20006 		  PC PROGRAM SUPPORT 5,000

NATIONAL CHRIST CHILD SOCIETY

6110 EXECUTIVE BLVD 504
ROCKVILLE,MD20852 		  PC PROGRAMS SUPPORTING VULNERABLE CHILDREN 15,000

OPERATION SMILE

3641 FACULTY BOULEVARD
VIRGINIA BEACH,VA23453 		  PC INTERNATIONAL CLEFT SURGERY PROGRAMS 20,000

POLARIS

PO BOX 65323
WASHINGTON,DC20035 		  PC PROGRAMS TO COMBAT HUMAN TRAFFICKING 10,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 419209
BOSTON,MA02241 		  PC TYPE 1 DIABETES RESEARCH 8,000

RED CLOUD INDIAN SCHOOL

100 MISSION DRIVE
PINE RIDGE,SD57770 		  PC TEACHER SALARIES FOR LAKOTA IMMERSION SCHOOL 25,000

REGIONAL HOSPICE

30 MILESTONE RD
DANBURY,CT06810 		  PC FINANCIAL AID FOR MOST VULNERABLE CLIENTS 10,000

ROSTRO DE CRISTO

66 BROOKS DRIVE
BRAINTREE,MA02184 		  PC FOOD AND AFTER SCHOOL PROGRAM FOR CHILDREN IN QUITO, ECUADOR 12,534

SAN MIGUEL SCHOOL

7705 GEORGIA AVENUE NW
WASHINGTON,DC20012 		  PC SUPPORT FOR TUITION-FREE MIDDLE SCHOOL FOR LATINO BOYS 25,000

SCHOOL OF LEADERSHIP AFGHANISTAN

75 STATE STREET SUITE 100
BOSTON,MA02109 		  PC SCHOOL PROGRAMS FOR AFGHAN GIRLS 35,000

SCHOOL SISTERS OF ST FRANCIS

1501 SOUTH LAYTON BOULEVARD
MILWAUKEE,WI53215 		  PC NUTRITION AND EDUCATION PROGRAMS IN GUATEMALA 25,000

SHERMAN HIGHER EDUCATION FUND INC

PO BOX 485
SHERMAN,CT06784 		  PC NEED-BASED FINANCIAL AID 5,000

SOCIETY OF JESUS USA EAST

39 EAST 83RD STREET
NEW YORK,NY10028 		  PC CARE FOR ELDERLY JESUITS 20,000

ST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILIES

4901 EASTERN AVENUE
HYATTSVILLE,MD20782 		  PC PROGRAMS FOR MOTHERS AND CHILDREN EXPERIENCING HOMELESSNESS 25,000

ST ANSELM'S ABBEY SCHOOL

4501 SOUTH DAKOTA AVENUE NE
WASHINGTON,DC20017 		  PC LOW-INCOME STUDENT FINANCIAL AID 10,000

ST JOHN'S BREAD AND LIFE

795 LEXINGTON AVENUE
BROOKLYN,NY11221 		  PC FOOD PROGRAMS IN BROOKLYN AND QUEENS, NY 20,000

THE SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		  PC LEGAL PROGRAMS TO REDUCE POVERTY AND RACIAL ECONOMIC INEQUALITY 10,000

THE STARFISH FOUNDATION INC

1433 CHERRY LANE
WEST CHESTER,PA19380 		  PC SCHOLARSHIP, TUTORING, AND LEADERSHIP DEVELOPMENT PROGRAMS IN ECUADOR 10,000

THE YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS

2245 SOUTH MICHIGAN AVE SUITE 301
CHICAGO,IL60616 		  PC LEGAL ASSISTANCE PROGRAMS FOR UNACCOMPANIED MIGRANT CHILDREN 20,000

TOGETHER WE BAKE

212 SOUTH WASHINGTON STREET
ALEXANDRIA,VA22314 		  PC COMPREHENSIVE WORKPLACE TRAINING PROGRAM FOR UNDERSERVED WOMEN 20,000

TOGO MISSION INC

PO BOX 130
GAITHERSBURG,MD20884 		  PC FOOD & MEDICINE FOR STUDENTS IN TOGO 27,144

USA FOR UNHCR

1310 L STREET NW 450
WASHINGTON,DC20005 		  PC TURKEY/SYRIA EARTHQUAKE RELIEF 20,000

WASHINGTON JESUIT ACADEMY

900 VARNUM STREET NE
WASHINGTON,DC20017 		  PC MENTAL HEALTH PROGRAM FOR TUITION-FREE INNER CITY SCHOOL FOR BOYS 45,000

WASHINGTON MONTESSORI SCHOOL

240 LITCHFIELD TURNPIKE
NEW PRESTON,CT06777 		  PC COMMUNITY PARTNERSHIP PROGRAM 35,000

WASHINGTON SCHOOL FOR GIRLS

1901 MISSISSIPPI AVENUE SE
WASHINGTON,DC20020 		  PC TEACHER SALARIES FOR TUITION-FREE INNER CITY SCHOOL FOR GIRLS 45,000

WATTS OF LOVE

900 WARREN AVENUE
DOWNERS GROVE,IL60515 		  PC SOLAR LIGHTS FOR THOSE EXPERIENCING POVERTY INTERNATIONALLY 10,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC INTERNATIONAL AND DOMESTIC EMERGENCY FOOD PROGRAMS UKRAINE, MORROCCO, ISRAEL & GAZA 80,000

XAVIER MISSION

55 WEST 15TH STREET
NEW YORK,NY10011 		  PC PROGRAMS FOR THOSE EXPERIENCING HOMELESSNESS AND HUNGER IN NEW YORK CITY 30,000
Total .................................right arrow 3a 2,501,428
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 10,001  
4 Dividends and interest from securities ....     14 1,016,581  
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 18,399  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 564,229  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRS REFUND 		      35,820  
bREIMBURSEMENTS       360  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,645,390 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,645,390
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE W O'NEIL FOUNDATION
EIN:
34-6516969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLIFTONLARSONALLEN LLP 6,783 3,392   3,392

TY 2023 InvestmentsCorpStockSchedule
Name:
THE W O'NEIL FOUNDATION
EIN:
34-6516969
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY INCOME FUND ADM 1,324,310 1,240,336
EXPLORER FUND ADMIRAL 838,435 675,656
INTERNATIONAL GROWTH ADM 2,785,504 2,813,595
INTERNATIONAL VALUE FUND 2,900,863 3,215,085
INTER-TERM INVEST GR ADM 1,528,366 1,380,809
LONG-TERM INVEST-GR ADM 1,567,119 1,138,556
PRIMECAP CORE FUND 3,440,168 3,317,778
REAL ESTATE INDEX ADMIRAL 1,622,008 1,831,427
SHORT-TERM INVEST-GR ADM 1,965,940 1,892,875
TOT INTL BOND IX ADMIRAL 2,585,775 2,324,190
TOT INTL STOCK IX INST 6,123,639 6,728,101
TOTAL BOND MKT INDEX ADM 4,863,754 4,436,571
TOTAL STOCK MKT IDX INST 4,114,168 6,810,836
U.S. GROWTH FUND ADMIRAL 1,576,413 1,314,421

TY 2023 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 200 0   200
REGISTERED AGENT FEE 748 0   748
PHONE AND INTERNET 982 196   785
BANK FEES 707 707   0
INSURANCE 31,159 31,159   0
PAYROLL FEES 1,123 112   1,011
BOOKS & SUBSCRIPTIONS 8,894 0   8,894
MEMBERSHIP DUES 4,080 0   4,080
PY NONDIVIDEND DISTRIBUTION 21,486 0   0
OFFICE EXPENSE 3,028 0   3,028
PARKING 2,298 460   1,838


TY 2023 OtherIncomeSchedule2
Name:
THE W O'NEIL FOUNDATION
EIN:
34-6516969
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTION 18,399 0 0
IRS REFUND 35,820   35,820
REIMBURSEMENTS 360   360


TY 2023 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 75,774 75,774   0


TY 2023 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 22,959 22,959   0