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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WILLIAM J AND DOROTHY K O'NEILL
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)425 LITERARY ROAD 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44113
A Employer identification number

34-1560893
B Telephone number (see instructions)

(216) 831-4134
C 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$148,393,559J 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) 116,542
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,308,665 2,317,331  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,575,365
b Gross sales price for all assets on line 6a 51,482,426
7 Capital gain net income (from Part IV, line 2)... 10,538,547
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
0 144  
12 Total. Add lines 1 through 11........ 13,000,572 12,856,022  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 230,000 0   230,000
14 Other employee salaries and wages...... 418,416 0   335,740
15 Pension plans, employee benefits....... 139,277 0   139,277
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,399 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
71,971 36,000   4,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
879,016 879,016   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
150,144 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
29,332 0  
20 Occupancy.............. 22,169 0   11,085
21 Travel, conferences, and meetings....... 18,816 0   18,816
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
424,704 15,283   424,704
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,391,244 930,299   1,164,372
25 Contributions, gifts, grants paid....... 5,367,758 5,323,758
26 Total expenses and disbursements. Add lines 24 and 25 7,759,002 930,299   6,488,130
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,241,570
b Net investment income (if negative, enter -0-) 11,925,723
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 154,963 195,255 195,255
2 Savings and temporary cash investments......... 5,673,784 3,494,419 3,494,419
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) 6,951,677 Click to see attachment
List of Attached Documents:
// Content
11,296,230 		11,500,703
b Investments—corporate stock (attach schedule)....... 40,036,629 Click to see attachment
List of Attached Documents:
// Content
45,247,240 		64,015,451
c Investments—corporate bonds (attach schedule)....... 3,962,232 Click to see attachment
List of Attached Documents:
// Content
3,995,747 		4,032,643
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).......... 41,251,431 Click to see attachment
List of Attached Documents:
// Content
39,417,868 		65,155,088
14 Land, buildings, and equipment: basis right arrow44,000
Less: accumulated depreciation (attach schedule) right arrow44,000 7,333 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 98,038,049 103,646,759 148,393,559
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........... 98,038,049 103,646,759
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 98,038,049 103,646,759
30 Total liabilities and net assets/fund balances (see instructions). 98,038,049 103,646,759
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
98,038,049
2
Enter amount from Part I, line 27a .....................
2
5,241,570
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
367,140
4
Add lines 1, 2, and 3 ..........................
4
103,646,759
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
103,646,759
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PARTNERSHIPS P    
c CAPITAL GAINS DIVIDENDS P    
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 50,028,175   40,907,061 9,121,114
b       -36,818
c 1,454,251     1,454,251
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       9,121,114
b       -36,818
c       1,454,251
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 10,538,547
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) 1 165,768
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........................... 3 165,768
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- ..... 5 165,768
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 145,764
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 65,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 210,764
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 44,996
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow44,996 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 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:
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
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? 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 arrowWWW.ONEILL-FOUNDATION.ORG
14
The books are in care ofright arrowCM WEALTH ADVISORS INC Telephone no.right arrow (216) 831-9667

Located atright arrow2000 AUBURN DR 400BEACHWOODOH ZIP+4right arrow44122
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
LESLIE PERKUL PRESIDENT/CEO
40.00 		230,000 24,073 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
LAURA O'NEILL BOWER SECRETARY
1.00 		0 0 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
DAVID DONAHEY TREASURER
1.00 		0 0 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
TIMOTHY O'NEILL TRUSTEE
1.00 		0 0 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
BRIAN SWEENEY TRUSTEE
1.00 		0 0 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
ROBERT DONAHEY CHAIR
1.00 		0 0 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
MARY WALKER TRUSTEE
1.00 		0 0 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
MARCI LU SENIOR PROGRAM OFFIC
40.00 		150,000 21,261 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
MARLENE CORRADO PROGRAM OFFICER
40.00 		130,000 20,070 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
KARA MCCULLOUGH GRANTS MANAGER
40.00 		113,117 19,909 0
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
CM WEALTH ADVISORS LLC INVESTMENT MANAGEMENT 839,016
2000 AUBURN DR 400
BEACHWOOD,OH44122
RSM US LLP TAX AND ACCOUNTING SERVICES 69,716
1001 LAKESIDE AVE 200 NORTH PT
TOWER
CLEVELAND,OH44114
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 (2024)
Form 990-PF (2024)
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
136,069,249
b
Average of monthly cash balances.......................
1b
9,707,277
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
145,776,526
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
145,776,526
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,186,648
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
143,589,878
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,179,494
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
7,179,494
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
165,768
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
165,768
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,013,726
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,013,726
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
7,013,726
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
6,488,130
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
6,488,130
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 7,013,726
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 1,215,701
e From 2023...... 29,794
f Total of lines 3a through e ........ 1,245,495
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,488,130
a Applied to 2023, 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 2024 distributable amount..... 6,488,130
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 525,596 525,596
(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 5 719,899
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		719,899
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 690,105
d Excess from 2023.... 29,794
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
TIMOTHY O'NEILL
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
O'NEILL FDN ATTN LESLIE PERKUL
425 LITERARY ROAD SUITE 100
CLEVELAND,OH44113
(216) 831-4134
INFO@ONEILL-FOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEND OR CALL REQUESTING FORMAT OR VISIT WEBSITE AT WWW.ONEILL-FOUNDATION.ORG
cAny submission deadlines:
SUBMISSION DATES CAN BE FOUND ON THE FOUNDATION'S WEBSITE AT WWW.ONEILL-FOUNDATION.ORG.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE O'NEILL FOUNDATION'S RESPONSIVE GRANTMAKING PROGRAM SUPPORTS NONPROFIT ORGANIZATIONS ALIGNED WITH OUR MISSION AND VISION. ORGANIZATIONS MUST HAVE FAMILY-FOCUSED PROGRAMMING, SERVE COMMUNITIES WHERE O'NEILL FAMILY MEMBERS ARE ACTIVELY INVOLVED, AND MEET THE REQUIREMENTS AND GUIDELINES FOR EACH PROGRAM AREA. THE PROACTIVE, GRANTMAKING PROGRAMS ARE MADE TO ORGANIZATIONS NOMINATED BY THE MEMBERS OF THE O'NEILL FAMILY ONLY. NO GRANTS ARE MADE TO INDIVIDUALS.
Form 990-PF (2024)
Form 990-PF (2024)
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

ADIRONDACK FOUNDATION

PO BOX 288
LAKE PLACID,NY12946 		  PC GENERAL OPERATIONS 18,000

ADIRONDACK FOUNDATION

PO BOX 288
LAKE PLACID,NY12946 		  PC BUILDING ADIRONDACK FUTURES THROUGH COMMUNITY SCHOOLS 50,000

ALLIANCE OF CONCERNED MEN

3227 DUBOIS PLACE SE
WASHINGTON,DC20019 		  PC GENERAL OPERATIONS 50,000

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVE FL 17
CHICAGO,IL60601 		  PC GENERAL OPERATIONS 1,000

AMERICAN FRIENDS OF THE OCEAN CLEANUP

228 EAST 45TH STREET SUITE 9E
NEW YORK,NY10017 		  PC GENERAL OPERATIONS 30,000

ANNAPOLIS MARITIME MUSEUM AND PARK

723 2ND STREET
ANNAPOLIS,MD21403 		  PC CHARTING OUR NEW COURSE CAPITAL CAMPAIGN-WEEMS AND PLATH BUILDING FUND 10,000

ANNAPOLIS MARITIME MUSEUM AND PARK

723 2ND STREET
ANNAPOLIS,MD21403 		  PC GENERAL OPERATIONS 10,000

ANNE ARUNDEL COMMUNITY COLLEGE FOUNDATION

101 COLLEGE PARKWAY
ARNOLD,MD21012 		  PC FUTURE NURSING PROFESSIONALS SCHOLARSHIP FUND 20,000

ANNE ARUNDEL COUNTY CASA INC COURT APPOINTED SPECIAL ADVOCATES

8 CHURCH CIRCLE SUITE H-103
ANNAPOLIS,MD21401 		  PC GENERAL OPERATIONS 10,000

ANNE ARUNDEL COUNTY FOOD BANK

120 MARBURY DRIVE
CROWNSVILLE,MD21032 		  PC GENERAL OPERATIONS 30,000

ANNE ARUNDEL COUNTY PUBLIC LIBRARY FOUNDATION

5 HARRY S TRUMAN PARKWAY
ANNAPOLIS,MD21401 		  PC GENERAL OPERATIONS 10,000

ARANYA SOLUTIONS

PO BOX 1711
KEALAKEKUA,HI96750 		  PC KOHALA CARES (TO PURCHASE FOOD FOR HUNGRY FAMILIES IN NORTH KOHALA) 25,000

ARUNDEL LODGE INC

2600 SOLOMONS ISLAND RD
EDGEWATER,MD21037 		  PC GENERAL OPERATIONS 10,000

ATHLETES FOR HOPE

2 BETHESDA METRO CENTER SUITE 1320
BETHESDA,MD20814 		  PC GENERAL OPERATIONS 1,000

BANNEKER-DOUGLASS MUSEUM FOUNDATION

84 FRANKLIN ST
ANNAPOLIS,MD21401 		  PC GENERAL OPERATIONS 3,000

BELOVED ASHEVILLE

10 N MARKET ST
ASHEVILLE,NC28801 		  PC HURRICANE HELENE RELIEF EFFORTS: FOOD, WATER, HEALTHCARE 5,000

BELOVED ASHEVILLE

10 N MARKET ST
ASHEVILLE,NC28801 		  PC GENERAL OPERATIONS 5,000

BIRTHING BEAUTIFUL COMMUNITIES

3043 SUPERIOR AVE
CLEVELAND,OH44114 		  PC BBC BIRTH CENTERCAPITAL CAMPAIGN 106,550

BONE MARROW & CANCER FOUNDATION INC

515 MADISON AVENUE SUITE 1130
NEW YORK,NY10022 		  PC DIANE FUND 25,000

BOYS & GIRLS CLUB OF OYSTER BAY- EAST NORWICH

1 PINE HOLLOW RD
OYSTER BAY,NY11771 		  PC GENERAL OPERATIONS 1,500

BOYS & GIRLS CLUBS OF ANNAPOLIS & ANNE ARUNDEL COUNTY INC

121 SOUTH VILLA AVE
ANNAPOLIS,MD21401 		  PC GENERAL OPERATIONS 7,500

BREAKTHROUGH T1D

200 VESEY ST 28TH FLOOR
NEW YORK,NY10281 		  PC RESEARCH 5,000

BUCKNELL UNIVERSITY

2004 MOORE AVENUE
LEWISBURG,PA17837 		  PC GENERAL OPERATIONS 2,000

CALVARY BAPTIST BIBLE CHURCH

746 NORTON STREET
ROCHESTER,NY14621 		  PC VAHMS 5,000

CARMEL OF THE HOLY FAMILY

3176 FAIRMOUNT BLVD
CLEVELAND,OH441184199 		  PC GENERAL OPERATIONS, IN HONOR OF KATHLEEN FRANCE DUNN 5,000

CATHOLIC CHARITIES ARCHDIOCESE OF NEW YORK

360 EAST 161ST ST
BRONX,NY10451 		  PC GENERAL OPERATING SUPPORT 20,000

CATSNIP HAWAII

PO BOX 87
KAPAAU,HI96755 		  POF GENERAL OPERATIONS 3,033

CENTER FOR INDEPENDENCE OF THE DISABLED NY

841 BROADWAY SUITE 301
NEW YORK,NY10003 		  PC GENERAL OPERATIONS 2,500

CENTER FOR INDEPENDENCE OF THE DISABLED NY

841 BROADWAY SUITE 301
NEW YORK,NY10003 		  PC MENTAL HEALTH PROGRAMS 5,000

CENTER FOR URBAN FAMILIES

2201 NORTH MONROE STREET
BALTIMORE,MD21217 		  PC LAUNCHING A 2GEN ECOSYSTEM IN BALTIMORE 150,000

CHADWICK SCHOOL

26800 SOUTH ACADEMY DRIVE
PALOS VERDES PENINSULA,CA90274 		  PC GENERAL OPERATIONS 5,000

CHANGING WOMAN INITIATIVE

4133 MONTGOMERY BLVD NE
ALBUQUERQUE,NM87109 		  PC GENERAL OPERATING SUPPORT 46,000

CHARLES CITY EDUCATIONAL FOUNDATION

PO BOX 42
CHARLES CITY,VA23030 		  PC SUPPORT OF IN-CLASS, AFTER-SCHOOL AND WEEKEND TUTORING TO ENHANCE STUDENT ACADEMIC ACHIEVEMENT 25,000

CHARTING CAREERS INC

210 LEGION AVE 6463
ANNAPOLIS,MD21401 		  PC GENERAL OPERATIONS 5,000

CHESAPEAKE ARTS CENTER

194 HAMMONDS LANE
BROOKLYN PARK,MD21225 		  PC GENERAL OPERATIONS 2,000

CHESAPEAKE REGION ACCESSIBLE BOATING INC

7040 BEMBE BEACH RD
ANNAPOLIS,MD21403 		  PC GENERAL OPERATIONS 5,000

CHICAGO ABORTION FUND

333 W NORTH AVE STE 267
CHICAGO,IL60610 		  PC GENERAL OPERATIONS 10,000

CHN HOUSING PARTNERS

2999 PAYNE AVE SUITE 134
CLEVELAND,OH44114 		  PC LOUISE C. STOKES SCHOLAR HOUSE IMPLEMENTATION 150,000

CHRYSALIS HOUSE INC

1570 CROWNSVILLE RD
CROWNSVILLE,MD21032 		  PC GENERAL OPERATIONS 7,500

CLAY POTSA PLACE TO GROW

1635 W PRATT STREET
BALTIMORE,MD21223 		  PC GENERAL OPERATIONS 3,000

CLEVELAND RAPE CRISIS CENTER

2937 WEST 25TH STREET 2ND FLOOR
CLEVELAND,OH44113 		  PC GENERAL OPERATIONS 17,000

CLIMATE JUSTICE ALLIANCE

PO BOX 10202
BERKELEY,CA94709 		  PC GENERAL OPERATING SUPPORT 70,000

COLBY'S CREW RESCUE

988 PIPER WAY
KESWICK,VA22947 		  PC GENERAL OPERATIONS 2,000

COMEBACK YOGA

PO BOX 27621
DENVER,CO80227 		  PC GENERAL OPERATIONS 5,000

COMMONSENSE CHILDBIRTH

213 S DILLARD ST SUITE 340
WINTER GARDEN,FL34787 		  PC GENERAL OPERATING SUPPORT FOR ANCIENT SONG DOULA SERVICES 36,000

COMMUNITY FOUNDATION OF ANNE ARUNDEL COUNTY

900 BESTGATE ROAD SUITE 400
ANNAPOLIS,MD21401 		  PC $10,000 COMMUNITY LEADERSHIP FUND AND $10,000 FUND FOR ANNE ARUNDEL 20,000

COMMUNITY FOUNDATION OF OYSTER BAY

PO BOX 329
OYSTER BAY,NY11771 		  PC GENERAL OPERATIONS 3,000

COMMUNITY OF HOPE

4 ATLANTIC ST NW
WASHINGTON,DC20032 		  PC GENERAL OPERATIONS (NO FUNDS TO BE USED FOR CEO SALARY) 55,500

COMMUNITY OF HOPE

4 ATLANTIC ST NW
WASHINGTON,DC20032 		  PC COMMUNITY OF HOPE'S 2GEN APPROACH TO MATERNAL AND CHILD HEALTH SERVICES 150,000

DEEP SOUTH CENTER FOR ENVIRONMENTAL JUSTICE

6841 LAKE WILLOW DR
NEW ORLEANS,LA70126 		  PC GENERAL OPERATING SUPPORT 100,000

EAST WOODS SCHOOL

31 YELLOW COTE ROAD
OYSTER BAY,NY11771 		  PC GENERAL OPERATIONS 9,000

ELON UNIVERSITY

OFFICE OF ANNUAL GIVING 2600 CAMPUS
BOX
ELON,NC27244 		  PC PARENTS/GRANDPARENTS FUND 5,000

EQUINE RESCUE OF AIKEN

532 GLENWOOD DRIVE
AIKEN,SC29803 		  PC GENERAL OPERATIONS 100

EVELYN'S WILDLIFE REFUGE

5281 DEER PATH ROAD
SUFFOLK,VA23437 		  PC GENERAL OPERATIONS 1,000

FILOMEN M DAGOSTINO GREENBERG MUSIC SCHOOL

2130 BROADWAY SUITE 1904
NEW YORK,NY10023 		  PC GENERAL OPERATIONS 350

FIVE MOUNTAINS HAWAII

PO BOX 818
KAMUELA,HI96743 		  PC GENERAL OPERATING SUPPORT 76,525

FOUNDATION OF THE OLD GUARD

PO BOX 1010
FT MYER,VA22211 		  PC GENERAL OPERATIONS 3,000

GAZELLE FOUNDATION

PO BOX 1487
AUSTIN,TX78767 		  PC GENERAL OPERATIONS 500

GAZELLE FOUNDATION

PO BOX 1487
AUSTIN,TX78767 		  PC GENERAL OPERATIONS 200

GILMOUR ACADEMY

34001 CEDAR RD
GATES MILLS,OH44040 		  PC GENERAL OPERATIONS ($15,000) AND TUDOR HOUSE RENOVATIONS--HOWLEY FAMILY CHALLENGE GRANT ($10,000) 25,000

GILMOUR ACADEMY

34001 CEDAR RD
GATES MILLS,OH44040 		  PC GENERAL OPERATIONS 1,000

GIVEDIRECTLY

PO BOX 3221
NEW YORK,NY10008 		  PC RXKIDS EASTERN UP EXPANSION 100,000

GIVEDIRECTLY

PO BOX 3221
NEW YORK,NY10008 		  PC RWANDAN VILLAGES 162,600

GIVEDIRECTLY

PO BOX 3221
NEW YORK,NY10008 		  PC IN HER HANDS 104,000

GIVEDIRECTLY

PO BOX 3221
NEW YORK,NY10008 		  PC GENERAL OPERATIONS 2,500

GREEN & HEALTHY HOMES INITIATIVE INC

2714 HUDSON STREET
BALTIMORE,MD21224 		  PC GENERAL OPERATING SUPPORT 55,825

GROUNDSWELL FUND

PO BOX 71642
OAKLAND,CA94612 		  PC GROUNDSWELL FUNDS BIRTH JUSTICE FUND 106,550

GROUNDSWELL FUND

PO BOX 71642
OAKLAND,CA94612 		  PC GENERAL OPERATIONS 3,000

HAWAII CARE CHOICES

1011 WAIANUENUE AVE
HILO,HI96720 		  PC POHAI MALAMA CARE HOME 5,000

HAWAII FOREST INSTITUTE

PO BOX 66
OOKALA,HI96774 		  PC GENERAL OPERATIONS, IN MEMORY OF ROB KLEIN 3,000

HAWKEN SCHOOL

PO BOX 8002
GATES MILLS,OH440408002 		  PC HAWKEN FIELD HOCKEY PROGRAM 750

HAWKEN SCHOOL

PO BOX 8002
GATES MILLS,OH440408002 		  PC THE NEST AT HAWKEN 750

HAWKEN SCHOOL

PO BOX 8002
GATES MILLS,OH440408002 		  PC TRACK PROJECT 50,000

HOLLINS UNIVERSITY

7916 WILLIAMSON ROAD PO BOX 9629
ROANOKE,VA240201629 		  PC GENERAL OPERATIONS 2,500

HOPE FOR ALL INC

122 ROESLER ROAD
GLEN BURNIE,MD21060 		  PC GENERAL OPERATIONS 10,000

HORSES & HUMANS RESEARCH FOUNDATION

PO BOX 23367
CHAGRIN FALLS,OH44022 		  PC GENERAL OPERATIONS 15,500

HUMANITY HALE

73-4416 PAIAHA ST
KAILUA KONA,HI96740 		  PC GENERAL OPERATIONS 2,500

HUNGER FREE VERMONT INC

38 EASTWOOD DRIVE SUITE 100
SOUTH BURLINGTON,VT05403 		  PC GENERAL OPERATING SUPPORT 76,525

HUNTSMAN CANCER FOUNDATION

500 HUNTSMAN WAY
SALT LAKE CITY,UT84108 		  SO III FI GENERAL OPERATIONS 500

INSTITUTE OF HEARTMATH

14700 WEST PARK AVE PO BOX 1463
BOULDER CREEK,CA95006 		  PC GENERAL OPERATIONS 5,000

JACKSONVILLE GRANITE CURLING CLUB INC

376 WANDERING WOODS WAY
PONTE VEDRA,FL32081 		  PC NEW EQUIPMENT AND GENERAL OPERATIONS 20,000

JAMES RIVER ASSOCIATION

4833 OLD MAIN STREET
RICHMOND,VA23231 		  PC GENERAL OPERATIONS 2,500

JEWISH UNITED FUND

30 S WELLS STREET
CHICAGO,IL60606 		  PC GENERAL OPERATIONS 1,000

JOB PATH INC

256 W 38TH STREET FLOOR 2
NEW YORK CITY,NY10018 		  PC GENERAL SUPPORT IN HONOR OF JOBPATHS 25TH ANNIVERSARY 5,000

JOHNS HOPKINS MEDICINE

1800 ORLEANS ST MARBURG 135
BALTIMORE,MD212872101 		  PC BLADDER CANCER RESEARCH-BRADY UROLOGICAL INSTITUTE 5,000

JUVENILE DIABETES CURE ALLIANCE

129 EAST 61ST STREET
NEW YORK,NY10065 		  POF GENERAL OPERATIONS 3,000

KENYON COLLEGE

209 CHASE AVENUE
GAMBIER,OH430229623 		  PC $7,500 ANNUAL FUND & $7,500 O'NEILL FAMILY SCHOLARSHIP SUPPORT 15,000

LITTLE OWL FOUNDATION FOR CHILDHOOD EDUCATION

426 LINDEN AVENUE
LONG BEACH,CA90802 		  PC GENERAL OPERATIONS 2,500

LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC

2000 MEDICAL PARKWAY SUITE 604
ANNAPOLIS,MD21401 		  PC FAMILY WELLNESS WORKSHOP ($35,000) AND ABUSE, DOMESTIC VIOLENCE & SEXUAL ASSAULT SERVICES PROGRAM ($10,000) 45,000

MAMATOTO VILLAGE

4315 SHERIFF RD NE
WASHINGTON,DC20019 		  PC MOTHERS RISING HOME VISITATION (MRHV) PROGRAM 150,000

MANNA FOODBANK INC

627 SWANNANOA RIVER RD
ASHEVILLE,NC28805 		  PC HURRICANE HELENE RELIEF EFFORTS 38,000

MANNA FOODBANK INC

627 SWANNANOA RIVER RD
ASHEVILLE,NC28805 		  PC GENERAL OPERATIONS 10,000

MAPLE VILLAGE WALDORF SCHOOL

4017 E 6TH ST
LONG BEACH,CA90814 		  PC GENERAL OPERATIONS 2,600

MARYLAND NONPROFITS

1500 UNION AVENUE SUITE 2500
BALTIMORE,MD21211 		  PC GENERAL OPERATIONS 5,000

MD ANDERSON CANCER CENTER

1515 HOLCOMBE BLVD
HOUSTON,TX77030 		  SO I GENERAL OPERATIONS 100

MERCY CENTER INC

377 EAST 145TH STREET
BRONX,NY104541006 		  PC FAMILIA ADELANTE / FAMILY FORWARD 200,000

MIDDLE EAST CHILDREN'S INSTITUTE INC

63 FOREST AVENUE SUITE 5B
LOCUST VALLEY,NY11560 		  PC GENERAL OPERATIONS 2,000

MIDLANDS FATHERHOOD COALITION

1420 COLONIAL LIFE BLVD W SUITE 80
COLUMBIA,SC29210 		  PC GENERAL OPERATIONS 60,000

MONTERO MEDICAL MISSIONS

5316 BATTLEFIELD BLVD S
CHESAPEAKE,VA23322 		  PC GENERAL OPERATIONS 2,000

MONTESSORI EDUCATION CENTER

64-1058 MAMALAHOA HWY
KAMUELA,HI96743 		  PC GENERAL OPERATIONS 1,000

MORGAN'S MESSAGE INC

5816 WELLINGTON RD
GAINESVILLE,VA20155 		  PC GENERAL OPERATIONS 15,000

MUSICAL ARTS ASSOCIATIONTHE CLEVELAND ORCHESTRA

11001 EUCLID AVENUE
CLEVELAND,OH44106 		  PC GENERAL OPERATIONS 40,000

NATIONAL ASSOCIATION FOR DOWN SYNDROME

1460 RENAISSANCE DR SUITE 102
PARK RIDGE,IL60068 		  PC THOSE LIVING WITH DOWN SYNDROME AND THEIR FAMILIES 1,000

NATIONAL PEDIATRIC CANCER FOUNDATION INC

5550 W EXECUTIVE DR STE 200
TAMPA,FL33609 		  PC GENERAL OPERATIONS 100

NORTH HAWAII HOSPICE INC

65-1328 KAWAIHAE ROAD
KAMUELA,HI967438448 		  PC GENERAL OPERATIONS 2,000

NORTH KOHALA COMMUNITY RESOURCE CENTER

55-3393 AKONI PULE HWY PO BOX 519
HAWI,HI96719 		  PC NORTH KOHALA RADIO 5,000

OCEANA INC

1025 CONNECTICUT AVE NW SUITE 200
WASHINGTON,DC20036 		  PC GENERAL OPERATIONS 1,000

OHIO WESLEYAN UNIVERSITY

61 S SANDUSKY ST
DELAWARE,OH43015 		  PC 2024-25 ANNUAL FUND ($10,000), DEAN'S GIFT FUND ($15,000), AND ENDOWMENT ($20,000) 45,000

OMNI

PO BOX 15579
COLORADO SPRINGS,CO80935 		  PC LOVE 4 THE LEAST (UNRESTRICTED) 58,500

PALESTINE CHILDREN'S RELIEF FUND

PO BOX 861716
LOS ANGELES,CA90086 		  PC GENERAL OPERATIONS 2,000

PARDEE MEMORIAL HOSPITAL FOUNDATION INC

561 FLEMING ST
HENDERSONVILLE,NC28739 		  PC HURRICANE RELIEF FUND 500

PARKER SCHOOL

65-1224 LINDSEY ROAD
KAMUELA,HI96743 		  PC GENERAL OPERATIONS 12,500

PARKER SCHOOL

65-1224 LINDSEY ROAD
KAMUELA,HI96743 		  PC SMART CENTER CAPITAL FUND 10,000

PARTNERS IN DEVELOPMENT FOUNDATION

2040 BACHELOT STREET
HONOLULU,HI96817 		  PC TUTU & ME TRAVELING PRESCHOOL 200

PLANNED PARENTHOOD OF MARYLAND

330 N HOWARD ST
BALTIMORE,MD21201 		  PC GENERAL OPERATIONS 10,000

PLANNED PARENTHOOD OF MARYLAND

330 N HOWARD ST
BALTIMORE,MD21201 		  PC ANNAPOLIS HEALTH CENTER OPERATIONS 5,000

POLARIS

PO BOX 65323
WASHINGTON,DC20035 		  PC GENERAL OPERATIONS 25,000

POSITIVE EDUCATION PROGRAM

3100 EUCLID AVE
CLEVELAND,OH44115 		  PC GENERAL OPERATIONS 2,500

PROJECT HAWAII INC

PO BOX 1844
KEAAU,HI967491844 		  PC COLLEGE DORMITORY PROJECT FOR UH HILO (IN MEMORY OF ROBERT KLEIN) 4,000

PROTEUS FUND

PO BOX 825467
PHILADELPHIA,PA191825467 		  PC THIRD WAVE FUND 1,000

RAINFOREST TRUST

PO BOX 841
WARRENTON,VA20188 		  PC GENERAL OPERATIONS 15,000

RAMA TREE

PO BOX 6571
KAMUELA,HI967436571 		  PC KONA AIRPORT MURAL 10,000

RESTORING OUR OWN THROUGH TRANSFORMATION

118 E MAIN STREET 2ND FLOOR
COLUMBUS,OH43214 		  PC GENERAL OPERATING SUPPORT 36,000

RISE AND SHINE BAKERY

PO BOX 3177
ANNAPOLIS,MD21403 		  PC GENERAL OPERATIONS 5,000

RUTLAND COUNTY PARENT-CHILD CENTER

61 PLEASANT STREET
RUTLAND,VT05701 		  PC FAMILIES AT THE CENTER IN SOUTHWEST VERMONT 150,000

SALVATION ARMY SERVICES INC

5550 PRAIRIE STONE PKWY
HOFFMAN ESTATES,IL60192 		  PC DISASTER RELIEF 20,000

SARAH'S HOUSE CATHOLIC CHARITIES OF BALTIMORE

2015 20TH STREET
FT MEADE,MD20755 		  PC GENERAL OPERATIONS 5,000

SAVE OUR ALLIES

1506 EAST FRANKLIN STREET SUITE 102
CHAPEL HILL,NC27514 		  PC HURRICANE HELENE CLEAN-UP AND RECOVERY EFFORTS IN THE ASHEVILLE, NC AREA 25,000

SEEDS 4 SUCCESS

PO BOX 4042
ANNAPOLIS,MD21403 		  PC GENERAL OPERATIONS 5,000

SEVERN RIVER ASSOCIATION

PO BOX 146
ANNAPOLIS,MD21401 		  PC GENERAL OPERATIONS 10,000

SINJAR ACADEMY

PO BOX 441504
HOUSTON,TX77244 		  PC GENERAL OPERATIONS 31,500

SISTERS OF CHARITY FOUNDATION OF CLEVELAND

2475 EAST 22ND STREET 4TH FLOOR
CLEVELAND,OH44115 		  PC FAMILY PARTNERS INITIATIVE 200,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD
CALABASAS,CA91302 		  PC GENERAL OPERATING SUPPORT FOR BUILDING EQUITY AND ALIGNMENT FOR ENVIRONMENTAL JUSTICE 25,000

SOCIETY OF BLUFFTON ARTISTS

6 CHURCH ST
BLUFFTON,SC29910 		  PC GENERAL OPERATIONS 1,000

ST ANDREWS EPISCOPAL SCHOOL - AUSTIN

1112 WEST 31 STREET
AUSTIN,TX78705 		  PC GENERAL OPERATIONS 5,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PC GENERAL OPERATIONS 15,000

ST MARY'S ANNAPOLIS

109 DUKE OF GLOUCESTER ST
ANNAPOLIS,MD21401 		  PC FAITH IN OUR FUTURE CAPITAL CAMPAIGN 10,000

STAIR ANNAPOLIS

171 DUKE OF GLOUCESTER ST
ANNAPOLIS,MD21401 		  PC GENERAL OPERATIONS 5,000

STEAMBOAT TRAINING ADAPTIVE RECREATIONAL SPORTS

35465 US HWY 40 PO BOX 770208
STEAMBOAT SPRINGS,CO80487 		  PC GENERAL OPERATIONS 5,200

STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUNDATION

2D VILLAGE SQUARE PO BOX 523
STRATTON MOUNTAIN,VT05155 		  PC GENERAL OPERATING SUPPORT 76,525

SUNRISE COUNTY ECONOMIC COUNCIL

7 AMES WAY
MACHIAS,ME04654 		  PC WHOLE FAMILY APPROACH TO JOBS INITIATIVE CONVENING 5,000

THE ASPEN INSTITUTE INC

2300 N STREET SUITE 700
WASHINGTON,DC20037 		  PC ASCEND AT THE ASPEN INSTITUTE: PHASE II OF THE 2GEN BEST PRACTICE ACCELERATOR FUND 100,000

THE CHILD CENTER OF NY

118-35 QUEENS BOULEVARD 6TH FLOOR
FOREST HILLS,NY11375 		  PC CASH+COMMUNITY WORKS 150,000

THE COLLEGIATE SCHOOL

103 NORTH MOORELAND ROAD
RICHMOND,VA23229 		  PC GENERAL OPERATIONS (CLASS OF 2012) 10,000

THE COLLEGIATE SCHOOL

103 NORTH MOORELAND ROAD
RICHMOND,VA23229 		  PC GENERAL OPERATIONS 2,500

THE DOORWAYS

612 E MARSHALL STREET
RICHMOND,VA23219 		  PC GENERAL OPERATIONS 5,000

THE FIRST METHODIST CHURCH OF CHICAGO AID SOCIETY

77 W WASHINGTON ST STE 615
CHICAGO,IL606023281 		  PC HOPE'S TABLE 9,000

THE GENERALS REDOUBT

PO BOX 1097
LEXINGTON,VA24450 		  PC GENERAL OPERATIONS 1,000

THE HAVEN

PO BOX 273
CHARLOTTESVILLE,VA22902 		  PC GENERAL OPERATIONS 1,000

THE HIDDEN GENIUS PROJECT

1441 FRANKLIN STREET FOURTH FLOOR
OAKLAND,CA94612 		  PC OPERATIONS IN BALTIMORE 25,600

THE HIDDEN GENIUS PROJECT

1441 FRANKLIN STREET FOURTH FLOOR
OAKLAND,CA94612 		  PC OPERATIONS IN BALTIMORE 40,000

THE LIGHT HOUSE

10 HUDSON ST
ANNAPOLIS,MD21401 		  PC GENERAL OPERATIONS 10,000

THE SEMINAR NETWORK INC AKA STAND TOGETHER TRUST

4201 WILSON BLVD
ARLINGTON,VA22203 		  PC MERIT AMERICA 290,000

THE SEMINAR NETWORK INC AKA STAND TOGETHER TRUST

4201 WILSON BLVD
ARLINGTON,VA22203 		  PC UNIVERSITY HOSPITALS / DR. PRONOVOST PROJECT 50,000

THE SHIELD

7149 RIDGE ROAD
CINCINNATI,OH45237 		  PC GENERAL OPERATIONS 1,000

THE SIDE-OUT FOUNDATION

11208 WAPLES MILL ROAD 103
FAIRFAX,VA22030 		  PC GENERAL OPERATIONS 550

THIS MUST BE THE PLACE

401 WEST TOWN STREET SUITE 228
COLUMBUS,OH43215 		  PC GENERAL OPERATIONS 5,250

THRIVE PENINSULA

12749 NETTLES DRIVE
NEWPORT NEWS,VA23606 		  PC EMERGENCY CASH FUND 30,000

THRIVE PENINSULA

12749 NETTLES DRIVE
NEWPORT NEWS,VA23606 		  PC LET CHRISTMAS THRIVE PROGRAM 5,000

TIDES FOUNDATION

PO BOX 29907
SAN FRANCISCO,CA94129 		  PC FRONTLINE JUSTICE FUND 25,000

TRIANGLE ARTS ASSOCIATION

20 JAY STREET 318
BROOKLYN,NY11201 		  PC GENERAL OPERATIONS 500

TRINITY EPISCOPAL SCHOOL

3901 BEE CAVE RD
AUSTIN,TX78746 		  PC GENERAL OPERATIONS 7,500

TULANE UNIVERSITY

PO BOX 61075
NEW ORLEANS,LA701619986 		  PC DIENERT SWEENEY SCHOLARSHIP 10,000

TULANE UNIVERSITY

PO BOX 61075
NEW ORLEANS,LA701619986 		  PC GENERAL OPERATIONS FOR TULANE MEDICAL SCHOOL 1,000

UNITED BOYS AND GIRLS CLUBS OF GREATER SANTA BARBARA COUNTY

PO BOX 1485
SANTA BARBARA,CA93102 		  PC GENERAL OPERATIONS FOR GOLETA 1,000

UNITED WAY OF CENTRAL MARYLAND

1800 WASHINGTON BLVD SUITE 340
BALTIMORE,MD212301732 		  PC ANNE ARUNDEL COUNTY PROGRAM SUPPORT 5,000

UNITED WAY OF CENTRAL MARYLAND

1800 WASHINGTON BLVD SUITE 340
BALTIMORE,MD212301732 		  PC 100 YEAR CAMPAIGN 5,000

UNITED WAY OF CENTRAL MARYLAND

1800 WASHINGTON BLVD SUITE 340
BALTIMORE,MD212301732 		  PC EVALUATING A 2GEN FRAMEWORK IN NORTH ANNE ARUNDEL COUNTY 200,000

UNIVERSITY HOSPITALS HEALTH SYSTEM INC

11100 EUCLID AVE MCCO 5062
CLEVELAND,OH44106 		  PC DYADIC MENTAL HEALTH CARE FOR MOTHERS & INFANTS AT UH: IMPLEMENTING THE HEALTHYSTEPS MODEL 125,000

VIBRANT HAWAI'I

200 KANOELEHUA AVENUE PMB 366
HILO,HI96720 		  PC GENERAL OPERATING SUPPORT 76,525

WELLNESS HOUSE OF ANNAPOLIS

2625 MAS QUE FARM ROAD
ANNAPOLIS,MD21403 		  PC GENERAL OPERATIONS (FUNDS MAY NOT BE USED TO PAY CINDY O'NEILL FOR CONSULTING SERVICES) 15,000

WEST HARLEM ENVIRONMENTAL ACTION INC (WE ACT FOR ENVIRONMENTAL JUSTICE)

1854 AMSTERDAM AVE
NEW YORK,NY10031 		  PC GENERAL OPERATING SUPPORT 75,000

WHISPERING MEADOWS RANCH INC

5011 JOHN ANDERSON HWY
FLAGLER BEACH,FL32136 		  PC GENERAL OPERATIONS 750

WILDLIFE CONSERVATION NETWORK

209 MISSISSIPPI STREET
SAN FRANCISCO,CA94107 		  PC WCNS ENVIRONMENTAL JUSTICE PROJECTS 30,000

WINOUS POINT MARSH CONSERVANCY

3500 SOUTH LATTIMORE ROAD
PORT CLINTON,OH43452 		  PC GENERAL OPERATIONS 40,000

WONDERS & WORRIES

9101 BURNET ROAD SUITE 205
AUSTIN,TX78758 		  PC GENERAL OPERATIONS 1,000

WOODSON CENTER

1625 K ST NW STE 410
WASHINGTON,DC200061613 		  PC COMMUNITY AFFILIATE NETWORK ($150,000) AND THE JOSEPH FUND ($40,000) 190,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC MEALS FOR ASHEVILLE 5,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC WESTERN NORTH CAROLINA RELIEF OPERATIONS 2,000

X CARES

2702 LINDSEY AVENUE
ALBANY,GA31705 		  PC GENERAL OPERATIONS 80,100

X CARES

2702 LINDSEY AVENUE
ALBANY,GA31705 		  PC GENERAL OPERATIONS FOR X FOR BOYS 25,000

XTREME EXOTICS WILDLIFE FOUNDATION INC

7324 LYNETTE LN
ST AUGUSTINE,FL32095 		  PC GENERAL OPERATIONS 1,000

YMCA CAMP SILVER BEACH

6272 YMCA LANE PO BOX 69
JAMESVILLE,VA23398 		  PC ROCKY BOWEN CAMPER SCHOLARSHIP MEMORIAL FUND 5,000

YWCA OF ANNAPOLIS AND ANNE ARUNDEL COUNTY

1517 RITCHIE HWY SUITE 201
ARNOLD,MD21012 		  PC GENERAL OPERATIONS 15,000

YWCA OF HAWAII ISLAND

145 ULULANI ST
HILO,HI96720 		  PC CAPITAL CAMPAIGN 5,000
Total .................................right arrow 3a 5,323,758
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 2,308,665  
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 10,575,365  
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 12,884,030 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,884,030
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WILLIAM J AND DOROTHY K O'NEILL
FOUNDATION INC
Employer identification number

34-1560893
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WILLIAM J AND DOROTHY K O'NEILL
FOUNDATION INC 		Employer identification number
34-1560893
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
KELLY SWEENEY-MCSHANE
5011 34TH STREET NW
 
WASHINGTON, DC20008

$ 30,402


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LAURA O'NEILL BOWER
60 S FRANKLIN STREET
 
CHAGRIN FALLS, OH44022

$ 25,080


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CONNIE BOWEN
59-311 PUAMALE PLACE
 
KAMUELA, HI967438505

$ 15,034


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
BILL AND KATHY O'NEILL
38155 SOUTH WOODLAND ROAD
 
HUNTING VALLEY, OH44022

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
KATY MARCUS
13467 NORTH PARK LANE
 
CLEVELAND HEIGHTS, OH44118

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
TIM AND CINDY O'NEILL
425 LITERARY ROAD SUITE 100
 
CLEVELAND, OH44113

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
WILLIAM J AND DOROTHY K O'NEILL
FOUNDATION INC 		Employer identification number
34-1560893
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
LINDA CLIFFORD
62-3982 LANIKEHA PLACE
 
KAMUELA, HI96743

$ 5,026


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
SHANE O'NEILL
461 HONERENG TRAIL
 
ANNAPOLIS, MD21401

$ 1,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WILLIAM J AND DOROTHY K O'NEILL
FOUNDATION INC 		Employer identification number

34-1560893
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 148 SHARES JPMORGAN CHASE & CO (JPM) $ 30,402 2024-10-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 105 SHARES ISHARES S&P 100 ETF (OEF) $ 25,080 2024-02-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 200 SHARES MONDELEZ INTERNATIONAL INC (MDLZ) $ 15,034 2024-02-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 13 SHARES SPDR DOW JONES IND. AVG. ETF TRUST (DIA) $ 5,026 2024-02-09
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WILLIAM J AND DOROTHY K O'NEILL
FOUNDATION INC 		Employer identification number

34-1560893
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 71,971 36,000   4,750

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TY 2024 DepreciationSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FOUNDATION SOFTWARE 2022-01-01 44,000 44,000 SL 3.000000000000 0 0    

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TY 2024 ExpenditureResponsibilityStmt
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
CATSNIP HAWAII
  		PO BOX 87
KAPAAU,HI96755 		2024-09-11 3,033 TO PROVIDE SAFE STERILIZATION AND VETERINARY CARE FOR STRAY CATS IN THE COMMUNITIES ON THE WEST SIDE OF ISLAND OF HAWAII. 3,033 GRANTEE DIDN'T DIVERT ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT GRANTEE REPORT EXPECTED 12/2025   ALL OF THESE FUNDS WERE FULLY EXPENDED BY THE ORGANIZATION AND USED FOR THEIR INTENDED PURPOSE.
JUVENILE DIABETES CURE ALLIANCE
  		129 EAST 61ST STREET
NEW YORK,NY10065 		2024-10-29 3,000 TO PROVIDE FUNDS FOR T1D CURE RESEARCH AND PROVIDE INFORMATIONAL REPORTS AND PUBLICATIONS FOR THE T1D COMMUNITY. 3,000 GRANTEE DIDN'T DIVERT ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT 11/12/2025   ALL OF THESE FUNDS WERE FULLY EXPENDED BY THE ORGANIZATION AND USED FOR THEIR INTENDED PURPOSE.
JUVENILE DIABETES CURE ALLIANCE
  		129 EAST 61ST STREET
NEW YORK,NY10065 		2023-11-02 2,500 TO PROVIDE FUNDS FOR T1D CURE RESEARCH AND PROVIDE INFORMATIONAL REPORTS AND PUBLICATIONS FOR THE T1D COMMUNITY. 2,500 GRANTEE DIDN'T DIVERT ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT 11/12/2025   ALL OF THESE FUNDS WERE FULLY EXPENDED BY THE ORGANIZATION AND USED FOR THEIR INTENDED PURPOSE.

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Statement:
THE OHIO ATTORNEY GENERAL DOES NOT REQUIRE NOR WILL IT ACCEPT A COPY OF FORM 990-PF. THE FOUNDATION FILES THE REQUIRED OHIO ANNUAL CHARITABLE REGISTRATION REPORT.

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Name of Bond End of Year Book Value End of Year Fair Market Value
ALABAMA POWER CO 76,749 75,135
AMAZON.COM INC 47,499 48,838
AMERICAN EXPRESS CO 155,120 156,797
ANHEUSER-BUSCH INBEV WORLDWIDE 50,020 51,009
APPLE INC 10,197 9,995
ARCHER-DANIELS-MIDLAND CO 73,461 78,099
AVALONBAY COMMUNITIES INC 47,852 49,873
BANK OF AMERICA CORP 72,538 74,307
BANK OF NEW YORK MELLON CORP/T 78,084 78,608
BP CAPITAL MARKETS AMERICA INC 78,760 80,082
BRISTOL-MYERS SQUIBB CO 52,155 52,549
BURLINGTON NORTHERN SANTA FE L 55,267 51,354
CAPITAL ONE MULTI-ASSET E A1 A 78,881 80,163
CHARLES SCHWAB CORP/THE 78,801 83,271
CINTAS CORP NO 2 49,242 49,468
CITIGROUP INC 99,564 98,175
CME GROUP INC 48,551 48,747
COMCAST CORP 49,966 50,744
COMMONWEALTH EDISON CO 48,318 48,950
CONOPCO INC 70,032 69,433
CSX CORP 53,319 53,258
DUKE ENERGY FLORIDA LLC 80,564 83,997
ELI LILLY & CO 103,951 101,348
EMERSON ELECTRIC CO 82,736 83,955
FLORIDA POWER & LIGHT CO 49,933 51,117
GENERAL DYNAMICS CORP 57,733 59,216
GOLDMAN SACHS GROUP INC/THE 73,208 74,847
HERSHEY CO/THE 54,800 54,288
HONDA AUTO RECEIVABLES 20 2 A4 74,991 75,386
HONEYWELL INTERNATIONAL INC 65,003 66,491
HYUNDAI AUTO RECEIVABLES A A3 48,245 48,690
INTERNATIONAL BUSINESS MACHINE 56,017 51,556
JOHN DEERE CAPITAL CORP 59,692 61,407
JPMORGAN CHASE & CO 97,346 98,509
KIMBERLY-CLARK CORP 26,146 27,015
METLIFE INC 51,370 50,357
MICROSOFT CORP 95,274 97,907
MORGAN STANLEY 77,793 79,292
NIKE INC 46,575 48,562
PFIZER INVESTMENT ENTERPRISES 49,248 49,816
PROGRESSIVE CORP/THE 68,465 72,368
PROLOGIS LP 71,446 69,089
PUBLIC SERVICE ELECTRIC AND GAS 46,386 48,699
QUALCOMM INC 46,725 48,811
ROYAL BANK OF CANADA 45,354 47,941
SCHLUMBERGER INVESTMENT SA 59,771 59,874
SHELL INTERNATIONAL FINANCE BV 25,891 25,004
SNAP-ON INC 49,107 49,110
TAMPA ELECTRIC CO 75,001 76,172
THERMO FISHER SCIENTIFIC INC 55,995 56,606
TORONTO-DOMINION BANK/THE 111,690 112,072
TOYOTA MOTOR CREDIT CORP 61,621 61,867
TRAVELERS PROPERTY CASUALTY CO 60,881 58,024
TRUIST FINANCIAL CORP 58,438 60,958
US BANCORP 47,449 50,590
VISA INC 60,990 59,394
WALT DISNEY CO/THE 59,064 57,017
WELLS FARGO & CO 83,624 83,107
WEST PHARMACEUTICAL SERVICES INC 219,913 220,120
WISCONSIN ELECTRIC POWER CO 62,935 63,209

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Name of Stock End of Year Book Value End of Year Fair Market Value
ABACUS LIFE INC 34,248 33,520
ABBOTT LABORATORIES 240,211 545,077
ABBVIE INC 94,646 151,578
ABIVAX SA ADR 18,337 11,902
ACCEL ENTERTAINMENT INC 11,366 10,584
ACCENTURE PLC 145,730 149,511
ACCOLADE INC 28,727 25,417
ACELYRIN INC 8,428 4,035
ACI WORLDWIDE INC 136,739 237,800
ACUSHNET HOLDINGS CORP 113,934 161,991
ACV AUCTIONS INC 65,905 84,996
ADAPTHEALTH CORP 36,259 32,692
ADDUS HOMECARE CORP 14,319 24,819
ADEIA INC 17,538 44,638
ADMA BIOLOGICS INC 14,871 65,170
ADOBE INC 560,225 746,618
AEROVIRONMENT INC 19,541 27,546
AERSALE CORP 37,408 29,320
AGILYSYS INC 20,891 56,899
AIRBNB INC 586,140 679,390
ALAMO GROUP INC 35,455 47,593
ALDEYRA THERAPEUTICS INC 8,045 22,320
ALEXANDER & BALDWIN INC 104,785 78,127
ALKAMI TECHNOLOGY INC 67,328 110,443
ALLSCRIPTS HEALTHCARE SOLUTION 8,139 10,277
ALLSTATE CORP/THE 57,233 105,456
ALNYLAM PHARMACEUTICALS INC 96,644 94,124
ALPHA & OMEGA SEMICONDUCTOR LT 37,237 32,216
ALPINE INCOME PROPERTY TRUST I 17,528 20,266
AMAZON.COM INC 171,798 301,442
AMERANT BANCORP INC 44,336 52,372
AMERICAN ASSETS TRUST INC 11,162 10,740
AMERICAN INTERNATIONAL GROUP I 329,826 679,078
AMERICAN SUPERCONDUCTOR CORP 37,064 64,334
AMERICAN VANGUARD CORP 17,601 10,955
AMETEK INC 33,876 126,182
AMPLITUDE INC 1,018 1,108
ANGIODYNAMICS INC 9,171 14,116
ANI PHARMACEUTICALS INC 15,780 23,439
ANIKA THERAPEUTICS INC 47,410 31,899
ANNEXON INC 19,797 18,309
ANSYS INC 12,088 156,858
AON PLC 323,778 335,096
APARTMENT INVESTMENT AND MANAG 56,374 64,830
APOGEE THERAPEUTICS INC 36,091 70,124
APPFOLIO INC 135,363 229,450
APPLIED DIGITAL CORP 35,505 30,568
APPLIED OPTOELECTRONICS INC 13,812 52,157
APPLOVIN CORP 198,673 216,966
ARBUTUS BIOPHARMA CORP 8,881 10,039
ARCUTIS BIOTHERAPEUTICS INC 40,524 42,347
ARES MANAGEMENT CORP 82,466 162,868
ARHAUS INC 58,025 59,511
ARKO CORP 12,870 10,498
ARLO TECHNOLOGIES INC 18,540 35,282
ARMSTRONG WORLD INDUSTRIES INC 67,652 214,539
ARTHUR J GALLAGHER & CO 81,611 141,925
ASCENDIS PHARMA A/S 163,269 203,752
ASML HOLDING NV-NY 864,866 914,866
ASTEC INDUSTRIES INC 18,552 18,480
ASTRIA THERAPEUTICS INC 52,991 35,492
ASTRONICS CORP 19,037 15,098
ASURE SOFTWARE INC 22,446 22,622
ATLANTIC UNION BANKSHARES CORP 168,653 174,816
ATLANTICUS HOLDINGS CORP 7,869 14,837
ATLASSIAN CORP 178,005 305,929
ATMUS FILTRATION TECHNOLOGIES 34,432 43,372
ATRICURE INC 24,248 33,463
AVADEL PHARMACEUTICALS 20,755 13,463
AVEPOINT INC 23,342 46,591
AVIAT NETWORKS INC 43,174 47,756
AXOGEN INC 39,641 43,557
AXOGEN INC 14,267 20,172
AXON ENTERPRISE INC 122,585 338,762
AZZ INC 46,965 64,143
BANK OF AMERICA CORP 347,625 556,231
BANK OF MARIN BANCORP 20,579 23,271
BANK5 CORP 65,649 64,448
BARNES GROUP INC 27,176 60,067
BECTON DICKINSON & CO 319,296 307,863
BERKSHIRE HATHAWAY INC 445,654 542,576
BERRY CORP 106,806 56,622
BIOLIFE SOLUTIONS INC 30,481 47,143
BIO-TECHNE CORP 133,682 259,164
BIOVENTUS INC 42,412 41,664
BKV CORP 24,289 26,443
BLACK DIAMOND THERAPEUTICS INC 15,825 6,773
BLACKSTONE INC 391,419 736,751
BLEND LABS INC 24,329 28,413
BLUE BIRD CORP 56,484 66,173
BLUELINX HOLDINGS INC 63,083 64,565
BOOZ ALLEN HAMILTON HOLDING CO 71,871 66,924
BOWHEAD SPECIALTY HOLDINGS INC 20,163 33,389
BRIGHTVIEW HOLDINGS INC 68,785 78,639
BUILDERS FIRSTSOURCE INC 201,638 182,807
BYRNA TECHNOLOGIES INC 21,297 25,727
CABLE ONE INC 131,779 69,889
CADENCE DESIGN SYSTEMS INC 118,579 145,122
CADRE HOLDINGS INC 29,590 27,164
CANNAE HOLDINGS INC 150,991 112,805
CAPITAL BANCORP INC 23,597 22,800
CAPRICOR THERAPEUTICS INC 13,451 12,586
CAREDX INC 33,655 30,359
CARMAX AUTO OWNER TRUST 127,837 129,100
CARMAX INC 382,860 523,346
CARRIAGE SERVICES INC 13,776 36,184
CARTER BANKSHARES INC 29,860 30,132
CASELLA WASTE SYSTEMS INC 115,631 136,918
CATERPILLAR INC 108,181 271,707
CBRE GROUP INC 59,432 284,505
CECO ENVIRONMENTAL CORP 44,845 98,157
CENTESSA PHARMACEUTICALS 37,679 58,558
CENTRAL PACIFIC FINANCIAL CORP 14,671 17,517
CENTRUS ENERGY CORP 54,218 39,167
CERIBELL INC 16,272 20,083
CERIDIAN HCM HOLDING INC 72,433 79,178
CERTARA INC 132,994 87,735
CG ONCOLOGY INC 15,281 15,717
CHATHAM LODGING TRUST 25,996 28,667
CHEFS' WAREHOUSE INC/THE 34,424 54,745
CHIPOTLE MEXICAN GRILL INC 268,601 622,959
CIPHER MINING INC 39,081 26,165
CIVEO CORP 30,406 27,173
COASTAL FINANCIAL CORP/WA 46,890 59,607
COGENT BIOSCIENCES INC 28,848 26,021
COHU INC 50,833 52,546
COINBASE GLOBAL INC 120,502 131,599
COLGATE-PALMOLIVE COMPANY 288,278 280,276
COLUMBUS MCKINNON CORP/NY 119,298 123,897
COMMUNITY HEALTHCARE TRUST INC 31,907 14,734
COMMUNITY TRUST BANCORP INC 10,173 13,258
COMPUTER PROGRAMS & SYSTEMS INC 15,852 36,778
CONOCOPHILLIPS 490,328 504,478
CONSTRUCTION PARTNERS INC 38,068 81,649
COOPER COS INC/THE 38,306 104,800
COPART INC 598,840 659,354
CORE SCIENTIFIC INC 79,919 102,410
CORMEDIX INC 18,671 22,202
COSTAR GROUP INC 191,946 292,875
CRAWFORD & CO 11,267 16,635
CREDO TECHNOLOGY GROUP HOLDING 6,869 31,118
CRINETICS PHARMACEUTICALS INC 53,883 168,064
CROWDSTRIKE HOLDINGS INC 53,676 85,540
CRYOLIFE INC 18,278 28,390
CSX 110,507 100,360
CTO REALTY GROWTH INC 28,429 33,566
CTS CORP 99,054 158,717
DANAHER CORP 480,309 558,954
DATADOG INC 113,428 152,892
DAY ONE BIOPHARMACEUTICALS INC 18,588 15,090
DEERE & CO 187,725 260,576
DELCATH SYSTEMS INC 15,033 20,198
DEXCOM INC 95,554 157,095
DIAMONDBACK ENERGY INC 411,869 412,852
DIME COMMUNITY BANCSHARES INC 37,978 47,854
DOCUSIGN INC 80,348 73,751
DOMINION ENERGY INC 172,499 182,316
DONEGAL GROUP INC 22,686 25,464
DOUBLEVERIFY HOLDINGS INC 89,356 90,940
DRAFTKINGS INC 138,726 155,496
DUCOMMUN INC 145,789 184,996
DYNAVAX TECHNOLOGIES CORP 13,369 11,391
ECOLAB INC 146,429 325,236
EDGEWISE THERAPEUTICS INC 22,495 64,000
EDITAS MEDICINE INC 21,991 5,775
EDWARDS LIFESCIENCES CORP 135,169 135,623
EMBECTA CORP 41,398 55,817
ENDAVA PLC 119,049 52,468
ENERPAC TOOL GROUP CORP 11,372 18,367
ENOVIS CORP 143,060 107,725
ENOVIX CORP 19,932 19,349
ENTEGRIS INC 107,835 98,961
EPLUS INC 102,363 113,110
ESSENTIAL PROPERTIES REALTY TR 134,331 173,667
EVOLENT HEALTH INC 21,506 17,213
EXTRA SPACE STORAGE INC 187,930 225,148
FAIR, ISAAC INC 56,831 157,283
FARO TECHNOLOGIES INC 68,261 80,112
FASTENAL CO 18,142 62,058
FEDERAL SIGNAL CORP 14,400 33,445
FERGUSON ENTERPRISES INC/DE 212,527 237,444
FIRST FINANCIAL CORP/IN 22,479 21,617
FIRST INDUSTRIAL REALTY TRUST 11,402 72,137
FIRST MID-ILLINOIS BANCSHARES INC 5,193 7,769
FISCALNOTE HOLDINGS 15,366 13,857
FIVE STAR BANCORP 17,301 23,229
FLEX LTD 65,684 88,297
FLOOR & DECOR HOLDINGS INC 90,679 119,740
FLOTEK INDUSTRIES INC 11,078 24,044
FORTREA HOLDINGS INC 19,963 20,459
FREEPORT-MCMORAN INC 165,724 198,740
FTAI AVIATION LTD 5,934 42,492
GAMBLING.COM GROUP LTD 21,974 19,881
GATES INDUSTRIAL CORP 134,105 159,006
GAUZY LTD 12,648 7,373
GE HEALTHCARE TECHNOLOGIES INC 78,583 93,034
GE VERNOVA LLC 78,196 151,308
GENEDX HOLDINGS CORP 16,473 69,174
GENERAL MOTORS CO 256,301 392,760
GENIUS SPORTS LTD 66,572 69,261
GLOBAL PAYMENTS INC 144,151 123,266
GLOBANT SA 93,351 105,066
GOLAR LNG LTD 27,410 39,315
GOOSEHEAD INSURANCE INC 105,596 256,256
GRAHAM CORP 11,562 45,448
GRAHAM HOLDINGS CO 83,193 116,837
GRID DYNAMICS HOLDINGS INC 44,679 53,932
GUARDIAN PHARMACY SERVICES INC 15,694 22,711
GUIDEWIRE SOFTWARE INC 74,028 188,978
GULFPORT ENERGY CORP 47,465 54,339
H&E EQUIPMENT SERVICES INC 14,791 20,906
HAEMONETICS CORP 94,153 113,216
HANOVER INSURANCE GROUP INC/TH 108,947 126,357
HARLEY-DAVIDSON MOTORCYCLE 64,997 65,743
HARROW HEALTH INC 9,674 18,285
HARSCO CORP 78,648 69,947
HARTFORD FINANCIAL SERVICES GR 87,729 217,925
HARVARD BIOSCIENCE INC 43,545 18,663
HCA HOLDINGS INC 160,935 273,437
HCI GROUP INC 57,253 80,173
HEALTH CATALYST INC 56,172 51,038
HEALTHCARE SERVICES GROUP INC 16,803 17,829
HEALTHSTREAM INC 31,663 49,290
HEICO CORP 119,293 263,117
HIGHPEAK ENERGY INC 9,891 13,847
HILTON WORLDWIDE HOLDINGS INC 63,008 113,694
HOME DEPOT INC/THE 142,438 169,211
HORIZON BANCORP INC/IN 25,990 33,654
HUBSPOT INC 74,723 205,547
HURCO COS INC 84,410 64,351
I3 VERTICALS INC 22,061 25,482
IBEX HOLDINGS LTD 10,479 15,322
ICHOR HOLDINGS LTD 71,351 79,873
ICON PLC 38,146 99,612
IDEX CORP 102,291 108,831
INDIE SEMICONDUCTOR INC 79,954 54,788
INFINERA CORP 16,832 22,483
INFUSYSTEM HOLDINGS INC 65,491 58,525
INGEVITY CORP 104,537 79,259
INHIBRX BIOSCIENCES INC 18,464 20,005
INNODATA INC 49,626 46,317
INOTIV INC 26,703 26,012
INSPIRED ENTERTAINMENT INC 16,823 18,788
INSULET CORP 92,108 129,230
INTERFACE INC 36,273 113,276
INTERNATIONAL PAPER CO 124,973 164,474
INTUIT INC 247,513 605,874
INTUITIVE MACHINES INC 24,585 25,315
INTUITIVE SURGICAL INC 33,087 597,644
ISHARES S&P 600 SMALL CAP 3,862,678 4,147,920
ITEOS THERAPEUTICS INC 9,551 6,920
JB HUNT TRANSPORT SERVICES INC 114,037 100,689
JOHN B SANFILIPPO & SON INC 35,895 37,893
KARYOPHARM THERAPEUTICS INC 10,020 5,918
KELLY SERVICES INC 21,804 23,405
KEYCORP 200,776 240,080
KINIKSA PHARMACEUTICALS LTD 31,758 33,626
KINSALE CAPITAL GROUP INC 119,139 155,353
KNIFE RIVER CORP 43,095 81,312
KOPPERS HOLDINGS INC 23,016 19,926
KORNIT DIGITAL LTD 81,574 146,053
KORRO BIO INC 15,077 7,728
KRATOS DEFENSE & SECURITY SOLU 53,222 78,744
KURA SUSHI USA INC 67,317 66,667
L3HARRIS TECHNOLOGIES INC 182,904 219,112
LABCORP HOLDINGS INC 234,770 261,195
LAM RESEARCH CORPORATION 83,661 77,286
LANCASTER COLONY CORP 132,398 137,819
LANDBRIDGE CO LLC 26,996 35,142
LANDSTAR SYSTEM INC 79,027 204,342
LAREDO PETROLEUM INC 27,845 22,077
LARIMAR THERAPEUTICS INC 23,828 9,830
LATHAM GROUP INC 31,775 28,334
LEGACY EDUCATION INC 9,232 19,203
LEGEND BIOTECH CORP ADR 135,277 71,263
LEMAITRE VASCULAR INC 50,501 67,170
LENDINGCLUB CORP 52,578 74,312
LIFETIME BRANDS INC 10,565 9,036
LIGAND PHARMACEUTICALS INC 48,258 48,539
LILLY ELI & CO 475,563 808,284
LIVE NATION ENTERTAINMENT INC 74,117 76,405
LPL FINANCIAL HOLDINGS INC 62,275 101,218
LSB INDUSTRIES INC 8,247 6,383
LSI INDUSTRIES INC 4,682 30,043
LULULEMON ATHLETICA INC 572,814 715,872
M&T BK CORP 70,070 75,204
MACOM TECHNOLOGY SOLUTIONS HOL 81,378 100,031
MAGNITE INC 159,058 244,340
MALIBU BOATS INC 41,017 43,229
MARKEL GROUP INC 114,788 276,197
MARTEN TRANSPORT LTD 99,819 78,409
MARTIN MARIETTA MATERIALS INC 154,470 200,919
MASIMO CORP 71,329 105,792
MATERION CORP 16,206 23,138
MATSON INC 20,208 177,315
MAXLINEAR INC 36,671 35,129
MBX BIOSCIENCES INC 33,352 35,109
MCKESSON CORP 65,125 64,387
MEDIAALPHA INC 52,374 30,043
MEDPACE HOLDINGS INC 104,980 94,353
MEDTRONIC PLC 244,948 246,669
MERCEDES-BENZ AUTO 59,993 60,710
MERUS NV 11,066 31,201
MESA LABORATORIES INC 46,372 57,232
META FINANCIAL GROUP INC 46,844 50,623
METTLER-TOLEDO INTERNATIONAL I 160,672 156,631
MICROCHIP TECHNOLOGY INC 136,497 98,871
MICROSOFT CORP 312,102 794,106
MID PENN BANCORP INC 13,512 15,314
MIMEDX GROUP INC 25,723 41,578
MIND MEDICINE MINDMED INC 30,434 33,032
MODINE MANUFACTURING CO 18,296 108,279
MOELIS & CO 80,039 220,975
MONDAY.COM LTD 110,302 105,948
MONOLITHIC POWER SYSTEMS INC 114,783 115,973
MOODY'S CORP 33,476 170,887
MRC GLOBAL INC 17,005 23,745
MSCI INC 615,294 777,013
MUELLER WATER PRODUCTS INC 49,043 59,153
MURPHY USA INC 43,670 162,065
NASDAQ INC 214,057 261,849
NATERA INC 57,198 53,822
NATIONAL PRESTO INDS INC 55,206 68,697
NATURE'S SUNSHINE PRODUCTS INC 35,258 44,962
NETFLIX INC 179,430 1,031,257
NEWMARKET CORP 10,207 138,956
NEWPARK RESOURCES INC 8,708 11,283
NICOLET BANKSHARES INC 5,689 9,022
NN INC 12,882 13,979
NORTHEAST BANK 30,930 52,653
NORTHERN TECHNOLOGIES INTERNAT 34,243 37,772
NORTHRIM BANCORP INC 16,472 33,670
NU HOLDINGS LTD/CAYMAN ISLANDS 150,432 127,946
NURIX THERAPEUTICS INC 54,858 62,002
NUVALENT INC 10,476 49,551
NVIDIA CORP 132,538 908,472
NVR INC 47,629 163,578
OFG BANCORP 17,194 21,752
OLD DOMINION FREIGHT LINE INC 123,368 263,718
OLD SECOND BANCORP INC 41,467 43,757
OLO INC 24,077 26,857
OMNICELL INC 23,476 26,267
ONESPAN INC 16,729 28,403
ONESPAWORLD HOLDINGS LTD 61,994 102,366
OPTIMIZERX CORP 24,810 14,949
ORIGIN BANCORP INC 31,450 31,093
ORION ENGINEERED CARBONS SA 24,980 24,680
ORION GROUP HOLDINGS INC 9,925 14,711
ORTHOPEDIATRICS CORP 20,384 17,941
OUTBRAIN INC 42,398 68,052
OVID THERAPEUTICS INC 12,630 8,895
OWENS & MINOR INC 30,295 27,486
P10 INC 38,374 36,783
PAGAYA TECHNOLOGIES LTD 21,559 19,630
PALANTIR TECHNOLOGIES IN CLASS 84,965 269,243
PALOMAR HOLDINGS INC 56,293 87,534
PARK AEROSPACE CORP 11,129 11,530
PARKER-HANNIFIN CORP 10,787 137,382
PAYONEER GLOBAL INC 44,889 53,503
PERELLA WEINBERG PARTNERS 32,223 42,531
PERMA-FIX ENVIRONMENTAL SERVIC 23,880 19,716
PETCO HEALTH & WELLNESS CO INC 26,907 19,084
PFIZER INC 344,131 379,034
PHOTRONICS INC 79,383 117,305
PLYMOUTH INDUSTRIAL REIT INC 93,890 92,329
PORCH GROUP INC 25,504 23,695
POWELL INDUSTRIES INC 15,309 21,278
PRAXIS PRECISION MEDICINES INC 20,603 35,171
PRICESMART INC 18,326 97,147
PRIMIS FINANCIAL CORP 38,193 32,426
PRIMORIS SERVICES CORP 38,183 47,139
PROCEPT BIOROBOTICS CORP 32,928 71,019
PROPETRO HOLDING CORP 12,226 13,818
PROTAGONIST THERAPEUTICS INC 29,901 66,083
PROVIDENT BANCORP INC 24,225 20,303
PTC INC COM 99,649 101,129
PUMA BIOTECHNOLOGY INC 12,826 15,662
PURE CYCLE CORP 21,678 55,919
PURE STORAGE INC 105,073 108,731
QUALYS INC 80,662 118,907
QUEST RESOURCE HOLDING CORP 8,435 7,657
QUINSTREET INC 55,843 86,074
QUIPT HOME MEDICAL CORP 18,177 10,541
RADIANT LOGISTICS INC 48,769 49,587
RANPAK HOLDINGS CORP 71,641 88,601
REALREAL INC/THE 29,036 28,746
REGAL REXNORD CORP 207,602 240,762
REPLIGEN CORP 162,544 176,039
REPRO-MED SYSTEMS INC 28,580 32,891
RESOURCES CONNECTION INC 11,660 6,398
REV GROUP INC 75,534 126,906
REVOLVE GROUP INC 119,770 232,320
RHYTHM PHARMACEUTICALS INC 46,054 93,207
RILEY EXPLORATION PERMIAN INC 32,358 44,528
ROCKWELL AUTOMATION INC 71,801 114,316
RUSH STREET INTERACTIVE INC 65,108 84,062
RXO INC 34,483 31,636
S&P GLOBAL INC 215,452 739,077
SABLE OFFSHORE CORP 33,800 30,915
SAFEHOLD INC 15,122 10,755
SBA COMMUNICATIONS CORP 258,301 240,688
SCHOLAR ROCK HOLDING CORP 43,446 61,805
SELECT ENERGY SERVICES INC 63,410 108,436
SEMLER SCIENTIFIC 31,326 28,080
SEMTECH CORP 23,731 45,645
SEPTERNA INC 29,961 33,159
SERVICENOW INC 185,674 448,431
SEZZLE INC 17,936 38,882
SHARKNINJA INC 80,946 81,782
SHOE CARNIVAL INC 3,135 5,194
SIMULATIONS PLUS INC 24,003 16,929
SITEONE LANDSCAPE SUPPLY INC 119,934 115,826
SITIME CORP 43,954 75,515
SKYWARD SPECIALTY INSURANCE GR 30,857 63,428
SMART GLOBAL HOLDINGS INC 25,255 28,939
SOLARIS OILFIELD INFRASTRUCTUR 81,338 209,806
SOUNDHOUND AI INC 17,521 45,553
SPARTANNASH CO 21,585 22,149
SPYRE THERAPEUTICS INC 46,567 33,756
SQUARE INC 128,622 123,236
SS&C TECHNOLOGIES HOLDINGS INC 266,528 296,072
STARBUCKS 184,757 201,298
STERLING INFRASTRUCTURE INC 14,543 76,476
STONERIDGE INC 19,224 7,706
STRIDE INC 27,669 73,479
STRUCTURE THERAPEUTICS INC ADR 15,765 28,503
SUN COUNTRY AIRLINES HOLDINGS 26,090 24,582
SUNOPTA INC 30,533 54,077
SWEETGREEN INC 22,982 34,272
SYNOPSYS INC 657,004 618,349
SYSCO CORP 398,117 387,958
TACTILE SYSTEMS TECHNOLOGY INC 17,216 33,780
TAPESTRY INC 137,431 141,766
TARGET CORP 265,640 274,821
TEMPUR SEALY INTERNATIONAL INC 32,184 196,941
TERADYNE INC 73,528 75,552
TERAWULF INC 83,888 96,865
TERNS PHARMACEUTICALS INC 27,313 14,304
TEXAS INSTRUMENTS INC 368,455 464,087
THE TRADE DESK, INC. 496,415 613,389
THERMON GROUP HOLDINGS INC 98,867 116,950
THIRD COAST BANCSHARES INC 15,676 33,780
THRYV HOLDINGS INC 14,678 14,622
TIPTREE INC 34,255 38,716
TITAN INTERNATIONAL INC 11,500 10,762
TRACTOR SUPPLY CO 72,929 68,978
TRANSDIGM GROUP INC 219,703 639,976
TRANSMEDICS GROUP INC 11,084 27,434
TRAVERE THERAPEUTICS INC 37,330 41,634
TREDEGAR CORP 18,144 11,604
TRIMAS CORP 43,238 43,746
TRINITY CAPITAL INC 20,588 20,953
TRIUMPH GROUP INC 25,944 43,086
TWFG INC 19,011 32,494
TWIN DISC INC 9,773 11,163
TYLER TECHNOLOGIES INC 60,259 77,846
UMH PROPERTIES INC 37,852 34,173
UNIFIRST CORP/MA 71,740 75,964
UNION PACIFIC CORP 283,533 289,155
UNITY BANCORP INC 6,054 20,802
UNIVERSAL TECHNICAL INSTITUTE 31,804 53,451
URANIUM ENERGY CORP 39,927 54,363
US PHYSICAL THERAPY INC 31,590 32,911
VANDA PHARMACEUTICALS INC 11,616 9,048
VAXCYTE INC 9,624 30,370
VECTRUS SYSTEMS INC 43,788 46,347
VEEVA SYSTEMS INC 236,414 315,585
VERACYTE INC 49,149 59,004
VERALTO CORP 217,197 279,171
VERISK ANALYTICS INC 64,313 79,875
VERITEX HOLDINGS INC 42,332 42,533
VERONA PHARMA PLC 12,817 36,966
VERSABANK 16,788 17,548
VERTEX PHARMACEUTICALS INC 548,859 482,032
VERTIV HOLDINGS LLC 129,576 260,167
VICTORIA'S SECRET & CO 1,297 3,686
VIRIDIAN THERAPEUTICS INC 47,117 45,663
VISA INC 164,000 1,118,782
VISHAY PRECISION GROUP INC 53,315 39,899
VISTRA ENERGY CORP COM 88,721 117,190
VITA COCO CO INC/THE 71,506 87,403
VITAL FARMS INC 17,461 38,557
VONTIER CORP 82,640 168,200
VSE CORP 72,290 94,149
VULCAN MATERIALS CO 260,484 484,107
WABASH NATIONAL CORP 109,794 85,993
WARBY PARKER INC 38,960 64,689
WASTE CONNECTIONS INC 114,527 310,903
WASTE MANAGEMENT INC 233,498 299,658
WAVE LIFE SCIENCES LTD 40,292 61,689
WEAVE COMMUNICATIONS INC 30,284 37,746
WELLS FARGO & CO 99,694 179,604
WHITE MOUNTAINS INSURANCE GROU 65,358 264,528
WHITESTONE REIT 17,761 25,421
WILLDAN GROUP INC 7,808 17,445
WINMARK CORP 32,606 41,665
WNS HOLDINGS LTD 220,459 141,033
WOLVERINE WORLD WIDE INC 29,245 36,519
WORLD OMNI AUTO RECEIVABL 70,934 72,758
XENON PHARMACEUTICALS INC 37,692 84,202
XERIS BIOPHARMA HOLDINGS INC 13,442 16,231
XOMETRY INC 34,749 45,774
ZYMEWORKS INC 9,774 17,261

TY 2024 InvestmentsGovtObligationsSch
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
US Government Securities - End of Year Book Value:

11,296,230
US Government Securities - End of Year Fair Market Value:

11,500,703
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HIGHVISTA NGP V, LP AT COST 0 132,943
HIGHVISTA VENTURE CAPITAL V, L.P. AT COST 25,577 102,684
MONTAUK TRIGUARD FUND IV, LP AT COST 0 5,961
NEO CAPITAL FUND, LP AT COST 167,863 209,448
PARK STREET CAPITAL PRIVATE EQUITY FUND VIII, LP AT COST 0 8,335
SIGULER GUFF BRIC OPPORTUNITIES FUND, LP AT COST 137,062 32,961
SIGULER GUFF BRIC OPPORTUNITIES FUND II, LP AT COST 16,384 11,325
DODGE & COX INTL STCK-I AT COST 2,127,951 3,010,001
FPA CRESCENT FUND-INV AT COST 3,830,441 4,988,403
ISHARES RUSSELL 1000 ETF AT COST 4,400,226 12,274,296
ISHARES RUSSELL 2000 VALUE E AT COST 2,013,000 2,708,805
ISHARES S&P 100 ETF AT COST 2,386,793 15,005,180
PIMCO ALL ASSET FUND-INST AT COST 3,206,604 2,964,980
PZENA M/C VALUE FUND-INS AT COST 9,355,763 8,679,614
VANGUARD DIVIDEND APPREC ETF AT COST 1,649,948 5,762,102
VANGUARD EUROPE PAC.ETF AT COST 1,782,326 2,118,426
WCM INTL SMALL CAP GROW-INST AT COST 3,704,537 3,044,416
WILLIAM BLAIR EMERGING MARKETS GROWTH FUND AT COST 4,613,393 4,095,208

TY 2024 LandEtcSchedule2
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FOUNDATION SOFTWARE 44,000 44,000 0 0


TY 2024 LegalFeesSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,399 0   0


TY 2024 OtherExpensesSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL PROCESSING 13,927 0   13,927
WEBSITE AND COMPUTER EXPENSES 9,027 0   9,027
PURCHASED SERVICES 76,902 0   76,902
GENERAL OFFICE EXPENSES 102,360 0   102,360
EQUIPMENT 25,738 0   25,738
STAFF AND BOARD EDUCATION 157,787 0   157,787
DIRECTORS AND OFFICERS INSURANCE 12,763 0   12,763
PASSTHROUGH EXPENSES 0 15,283   0
DUES AND MEMBERSHIPS 26,200 0   26,200


TY 2024 OtherIncomeSchedule2
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASSTHROUGH INCOME   742  
PASSTHROUGH UBTI   -598  


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Description Amount
ADJUSTMENT FOR UNREALIZED GAIN/LOSS 367,140


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGER FEES 879,016 879,016   0


TY 2024 TaxesSchedule
Name:
WILLIAM J AND DOROTHY K O'NEILL
 
FOUNDATION INC
EIN:
34-1560893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 150,144 0   0