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 07-01-2024 , and ending 06-30-2025
Name of foundation
THE O'NEIL FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)11325 JOHN CARROLL RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OWINGS MILLS, MD21117
A Employer identification number

26-1313395
B Telephone number (see instructions)

(410) 837-2544
C 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$31,903,229J 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) 948,360
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 331,027 331,027  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 932,130
b Gross sales price for all assets on line 6a 10,768,444
7 Capital gain net income (from Part IV, line 2)... 932,130
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,211,517 1,263,157 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,725 3,363 0 3,362
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,858 25,858 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,583 29,221 0 3,362
25 Contributions, gifts, grants paid....... 1,133,687 1,133,687
26 Total expenses and disbursements. Add lines 24 and 25 1,166,270 29,221 0 1,137,049
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,045,247
b Net investment income (if negative, enter -0-) 1,233,936
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 157,074 336,870 336,870
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 19,978,443 Click to see attachment
List of Attached Documents:
// Content
20,843,894 		31,566,359
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,135,517 21,180,764 31,903,229
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 20,135,517 21,180,764
29 Total net assets or fund balances (see instructions)..... 20,135,517 21,180,764
30 Total liabilities and net assets/fund balances (see instructions). 20,135,517 21,180,764
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
20,135,517
2
Enter amount from Part I, line 27a .....................
2
1,045,247
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,180,764
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
21,180,764
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 DF DENT GROWTH FUNDS P 2022-11-16 2024-12-04
b 0.31 SHS GRAIL INC P 2024-06-17 2024-07-02
c 12000 SHS WILLSCOT MOBILE P 2021-06-24 2024-07-10
d 87.47 SHS GRAIL INC P 2016-06-24 2024-07-17
e 130.3 SHS GRAIL INC P 2016-10-11 2024-07-17
83.31 SHS GRAIL INC P 2019-04-26 2024-07-17
104.14 SHS GRAIL INC P 2019-08-12 2024-07-17
177.95 SHS GRAIL INC P 2022-09-12 2024-07-17
249.93 SHS GRAIL INC P 2023-10-04 2024-07-17
166.62 SHS GRAIL INC P 2024-04-25 2024-07-17
333.25 SHS GRAIL INC P 2024-06-17 2024-07-17
500 SHS HEICO CORP P 2023-10-02 2024-07-18
240 SHS INTUITIVE SURGICAL P 2015-04-22 2024-07-22
85 SHS INTUITIVE SURGICAL P 2019-10-07 2024-07-22
500 SHS WABTEC P 2019-06-19 2024-07-26
1000 SHS REPLIGEN CORP P 2023-04-25 2024-07-31
1000 SHS HEICO CORP P 2021-04-06 2024-08-07
1000 SHS EDWARDS LIFESCIENCES P 2022-10-28 2024-08-16
1000 SHS EDWARDS LIFESCIENCES P 2022-11-30 2024-08-16
2000 SHS EDWARDS LIFESCIENCES P 2023-12-05 2024-08-26
307 SHS ILLUMINA INC P 2016-10-11 2024-08-26
500 SHS ILLUMINA INC P 2019-04-26 2024-08-26
625 SHS ILLUMINA INC P 2019-08-12 2024-08-26
1068 SHS ILLUMINA INC P 2022-09-12 2024-08-26
500 SHS INGERSOLL RAND INC P 2021-12-15 2024-08-26
1000 SHS INGERSOLL RAND INC P 2022-02-24 2024-08-26
210 SHS INTUITIVE SURGICAL INC P 2015-04-22 2024-08-26
165 SHS INTUITIVE SURGICAL INC P 2015-09-18 2024-08-26
1500 SHS WABTEC P 2019-06-19 2024-08-26
1000 SHS ECOLAB INC P 2021-02-23 2024-08-27
500 SHS GUIDEWIRE SOFTWARE P 2023-12-07 2024-10-07
750 SHS THERMO FISHER P 2024-05-15 2024-10-30
250 SHS THERMO FISHER P 2024-07-23 2024-10-30
200 SHS TRANSDIGM GROUP INC P 2021-11-22 2024-12-13
3000 SHS PELOTON INTERACTIVE INC P 2021-08-18 2024-12-16
300 SHS PELOTON INTERACTIVE INC P 2021-10-05 2024-12-16
2700 SHS PELOTON INTERACTIVE INC P 2021-10-06 2024-12-16
4000 SHS PELOTON INTERACTIVE INC P 2021-12-16 2024-12-16
15000 SHS COTERRA ENERGY INC P 2023-02-02 2024-12-26
5000 SHS COTERRA ENERGY INC P 2023-03-31 2024-12-26
10000 SHS COTERRA ENERGY INC P 2024-05-03 2024-12-26
350 SHS MARKEL GROUP INC P 2024-01-11 2024-12-30
500 SHS WABTEC P 2019-06-19 2025-01-02
500 SHS WABTEC P 2019-10-15 2025-01-02
300 SHS GUIDEWIRE SOFTWARE INC P 2023-12-07 2025-01-24
1000 SHS INGERSOLL RAND INC P 2022-02-24 2025-01-30
2000 SHS INTUITIVE SURGICAL P 2015-09-18 2025-01-30
3000 SHS RANGE RESOURCES CORP P 2024-09-30 2025-01-30
7000 SHS RANGE RESOURCES CORP P 2020-04-24 2025-02-18
500 SHS FRANCO NEVADA CORP P 2023-10-17 2025-02-06
200 SHS WASTE CONNECTIONS INC P 2016-10-11 2025-02-06
3000 SHS NOVANTA INC P 2024-12-27 2025-02-13
1000000 SHS US TREASURY BILL P 2024-08-29 2025-02-27
725 SHS MONOLITHIC POWER SYSTEM P 2024-12-24 2025-03-17
2000 SHS OLD DOMINION FREIGHT P 2023-05-16 2025-03-17
5000 SHS ASML HOLDINGS P 2025-01-29 2025-04-03
1000 SHS FRANCO NEVADA CORP P 2023-10-17 2025-04-21
3000 SHS WHEATON PRECIOUS METALS P 2021-07-20 2025-04-21
500SHS FRANCO NEVADA CORP P 2022-11-04 2025-04-22
1000 SHS FRANCO NEVADA CORP P 2022-11-18 2025-04-22
3000 SHS WHEATON PRECIOUS METALS P 2021-07-20 2025-04-22
1800 SHS MANHATTAN P 2025-01-30 2025-04-23
800 SHS MANHATTAN P 2025-02-06 2025-04-23
3500 SHS BOOZ ALLEN HAMILTON P 2025-01-03 2025-05-13
2000 SHS CAMECO CORP P 2023-02-28 2025-06-06
3000 SHS CAMECO CORP P 2024-02-26 2025-06-06
CAPITAL GAINS DIVIDENDS P    
(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 318,720   288,160 30,560
b 5   8 -3
c 437,042   335,897 101,145
d 1,684   1,833 -149
e 2,508   2,730 -222
1,603   3,894 -2,291
2,004   4,581 -2,577
3,425   5,699 -2,274
4,810   5,120 -310
3,207   3,030 177
6,414   5,492 922
90,425   65,106 25,319
110,409   14,108 96,301
39,103   14,968 24,135
79,619   35,448 44,171
169,677   152,837 16,840
179,450   118,785 60,665
69,093   72,819 -3,726
69,092   74,910 -5,818
138,185   137,210 975
40,368   41,566 -1,198
65,745   150,987 -85,242
82,182   177,655 -95,473
140,432   220,977 -80,545
45,837   29,283 16,554
91,674   51,196 40,478
100,469   12,344 88,125
78,940   9,420 69,520
248,374   106,344 142,030
247,383   207,515 39,868
91,713   49,412 42,301
414,149   449,158 -35,009
138,050   138,368 -318
246,913   127,243 119,670
29,765   335,898 -306,133
2,977   25,207 -22,230
26,789   227,159 -200,370
39,687   155,696 -116,009
366,147   372,345 -6,198
122,049   123,206 -1,157
244,098   281,846 -37,748
600,929   490,547 110,382
94,750   35,448 59,302
94,750   33,656 61,094
62,040   29,647 32,393
93,390   51,196 42,194
57,933   5,710 52,223
113,356   93,040 20,316
272,978   36,661 236,317
70,643   70,113 530
37,781   9,615 28,166
440,017   468,158 -28,141
1,000,000   976,520 23,480
456,089   445,055 11,034
324,645   302,925 21,720
318,900   363,053 -44,153
170,916   140,226 30,690
254,183   131,644 122,539
87,151   62,910 24,241
174,302   137,141 37,161
256,680   131,644 125,036
317,642   397,413 -79,771
141,174   158,396 -17,222
433,390   453,731 -20,341
119,415   55,088 64,327
179,123   121,317 57,806
6,051     6,051
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       30,560
b       -3
c       101,145
d       -149
e       -222
      -2,291
      -2,577
      -2,274
      -310
      177
      922
      25,319
      96,301
      24,135
      44,171
      16,840
      60,665
      -3,726
      -5,818
      975
      -1,198
      -85,242
      -95,473
      -80,545
      16,554
      40,478
      88,125
      69,520
      142,030
      39,868
      42,301
      -35,009
      -318
      119,670
      -306,133
      -22,230
      -200,370
      -116,009
      -6,198
      -1,157
      -37,748
      110,382
      59,302
      61,094
      32,393
      42,194
      52,223
      20,316
      236,317
      530
      28,166
      -28,141
      23,480
      11,034
      21,720
      -44,153
      30,690
      122,539
      24,241
      37,161
      125,036
      -79,771
      -17,222
      -20,341
      64,327
      57,806
      6,051
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 2 932,130
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 17,152
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 17,152
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 17,152
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 34,781
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,781
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 17,629
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow17,629 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 arrowMD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowTHOMAS F O'NEIL JR Telephone no.right arrow (410) 837-2544

Located atright arrow11325 JOHN CARROLL RDOWINGS MILLSMD ZIP+4right arrow21117
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)
 
No
(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
 
 
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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THOMAS F O'NEIL JR DIRECTOR
2.00 		0 0 0
11325 JOHN CARROLL RD
OWINGS MILLS,MD21117
PAMELA B O'NEIL DIRECTOR
1.00 		0 0 0
11325 JOHN CARROLL RD
OWINGS MILLS,MD21117
THOMAS F O'NEIL III DIRECTOR
1.00 		0 0 0
1537 38TH STREET
SEATTLE,WA98122
STEPHEN B O'NEIL DIRECTOR
1.00 		0 0 0
11325 JOHN CARROLL RD
OWINGS MILLS,MD21117
MICHAEL N O'NEIL DIRECTOR
1.00 		0 0 0
11325 JOHN CARROLL RD
OWINGS MILLS,MD21117
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
29,027,255
b
Average of monthly cash balances.......................
1b
605,360
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,632,615
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
29,632,615
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
444,489
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,188,126
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,459,406
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,459,406
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,152
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,152
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,442,254
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,442,254
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,442,254
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
1,137,049
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
1,137,049
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 1,442,254
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,121,126
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......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,137,049
a Applied to 2023, but not more than line 2a 1,121,126
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..... 15,923
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		1,426,331
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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).)
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:
THOMAS F O'NEIL JR
11325 JOHN CARROLL RD
OWINGS MILLS,MD21117
(410) 837-2544
N/A
bThe form in which applications should be submitted and information and materials they should include:
UNSPECIFIED
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TO ADVANCE CHARITABLE PURPOSES.
Form 990-PF (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

ARCHDIOCESE OF BALTIMORE

320 CATHEDRAL STREET
BALTIMORE,MD21201 		  501(C)(3) CHARITABLE 50,000

ASHLEY ADDICTION TREATMENT

800 TYDINGS LANE
HARVE DE GRACE,MD21078 		  501(C)(3) CHARITABLE 20,000

BALTIMORE COMMUNITY FOUNDATION

2 EAST READ STREET 9TH FLOOR
BALTIMORE,MD21202 		  501(C)(3) CHARITABLE 27,500

BALTIMORE SAFE HAVEN

814 N COLLINGTON AVE
BALTIMORE,MD21205 		  501(C)(3) CHARITABLE 5,000

BOYS & GIRLS CLUB OF ME

1201 S AHARP STREET
BALTIMORE,MD21230 		  501(C)(3) CHARITABLE 5,000

BRINGING HOPE HOME

940 WEST VALLEY ROAD SUITE 1602
WAYNE,PA19087 		  501(C)(3) CHARITABLE 10,000

CHILDREN'S GLOBAL ALLIANCE

2121 N FRONTAGE RD 176
VAIL,CO81657 		  501(C)(3) CHARITABLE 1,500

CHURCH OF THE NATIVITY

20 E RIDGELY ROAD
LUTHERVILLE,MD21093 		  501(C)(3) CHARITABLE 30,000

CRISTO REY JESUIT HIGH SCHOOL

420 S CHESTER STREET
BALTIMORE,MD21231 		  501(C)(3) CHARITABLE 14,000

FRIENDS SCHOOL

5114 NORTH CHARLES STREET
BALTIMORE,MD21210 		  501(C)(3) CHARITABLE 5,500

GILCHRIST CENTER

11311 MCCORMICK ROAD SUITE 350
HUNT VALLEY,MD21031 		  501(C)(3) CHARITABLE 30,000

GOOD SPORTS INC

1515 WASHINGTON STREET SUITE 300
BRAINTREE,MA02184 		  501(C)(3) CHARITABLE 7,000

HEALTHCARE FOR THE HOMELESS INC

421 FALLSWAY
BALTIMORE,MD21202 		  501(C)(3) CHARITABLE 25,000

IN THE GAME MINISTRIES

PO BOX 2485
ELLICOTT CITY,MD21041 		  501(C)(3) CHARITABLE 20,000

JEMICY SCHOOL

11 CELADON ROAD
OWING MILLS,MD21117 		  501(C)(3) CHARITABLE 75,000

LOYOLA BLAKEFIELD

500 CHESTNUT AVE
TOWSON,MD21204 		  501(C)(3) CHARITABLE 75,000

MARYLAND SPCA

3300 FALLS ROAD
BALTIMORE,MD21211 		  501(C)(3) CHARITABLE 10,000

MERCY HIGH SCHOOL

1300 E NORTHERN PARKWAY
BALTIMORE,MD21239 		  501(C)(3) CHARITABLE 100,000

MOTHER SETON ACADEMY

2215 GREENMOUNT AVENUE
BALTIMORE,MD21218 		  501(C)(3) CHARITABLE 20,000

NEXT ONE UP FOUNDATION

PO BOX 22503
BALTIMORE,MD21203 		  501(C)(3) CHARITABLE 100,000

NW CHILDREN'S FOUNDATION

2100 24TH AVENUE SOUTH NO 320
SEATTLE,WA98144 		  501(C)(3) CHARITABLE 30,000

ONE LOVE

PO BOX 69589
BALTIMORE,MD21264 		  501(C)(3) CHARITABLE 10,000

OUR LADY OF GOOD COUNSEL

17301 OLD VIC BOULEVARD
OLNEY,MD20832 		  501(C)(3) CHARITABLE 18,737

PLANET WORD

925 13TH STREET NW
WASHINGTON,DC20005 		  501(C)(3) CHARITABLE 10,000

SAINT ANN'S CENTER FOR CHILDREN YOUTH & FAMILIES

4901 EASTERN AVENUE
HYATTSVILLE,MD20782 		  501(C)(3) CHARITABLE 10,000

SAINT IGNATIUS LOYOLA ACADEMY

300 EAST GITTINGS STREET
BALTIMORE,MD21230 		  501(C)(3) CHARITABLE 75,000

SAINT PAUL'S SCHOOL FOR BOYS

11152 FALLS ROAD
BROOKLANDVILLE,MD21022 		  501(C)(3) CHARITABLE 9,950

SAINT PAUL'S SCHOOL FOR GIRLS

11232 FALLS ROAD
BROOKLANDVILLE,MD21022 		  501(C)(3) CHARITABLE 6,000

SHAREBABY

PO BOX 341
BROOKLANDVILLE,MD21022 		  501(C)(3) CHARITABLE 10,000

THE BLAKEHURST SCHOLARSHIP

1055 WEST JOPPA ROAD
TOWSON,MD21264 		  501(C)(3) CHARITABLE 5,000

THE FAMILY TREE

2108 NORTH CHARLES STREET
BALTIMORE,MD21218 		  501(C)(3) CHARITABLE 50,000

THE FIRST TEE OF BALTIMORE

8508 LOCH RAVEN BLVD SUITE J
BALTIMORE,MD21286 		  501(C)(3) CHARITABLE 100,000

THE HERREN PROJECT

PO BOX 131
PORTSMOUTH,RI02871 		  501(C)(3) CHARITABLE 5,000

THE LEAGUE FOR PEOPLE WITH DISABILITIES

1111 EAST COLDSPRING LANE
BALTIMORE,MD21236 		  501(C)(3) CHARITABLE 20,000

THE LOYOLA SCHOOL

801 ST PAUL STREET
BALTIMORE,MD21202 		  501(C)(3) CHARITABLE 92,500

THE MORGAN FAMILY FOUNDATION

11535 PEBBLECREAK DRIVE
LUTHERVILLE,MD21093 		  501(C)(3) CHARITABLE 1,000

THE WILMER EYE INSTITUTE

600 NORTH WOLFE STREET
BALTIMORE,MD21287 		  501(C)(3) CHARITABLE 10,000

WOMEN'S EDUCATION ALLIANCE

320 CATHEDRAL STREET
BALTIMORE,MD21201 		  501(C)(3) CHARITABLE 30,000

YOUNG SUCCESSFUL LEADERS

3710 EDMONDSON AVENUE
BALTIMORE,MD21229 		  501(C)(3) CHARITABLE 10,000
Total .................................right arrow 3a 1,133,687
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 ....     14 331,027  
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 ............ 		    18 932,130  
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 1,263,157 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,263,157
(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.)
3 INTEREST, DIVIDENDS, CAPITAL GAINS DISTRIBUTIONS AND GAIN ON THE SALE
4 OF INVESTMENTS PROVIDE INCOME FOR DISTRIBUTIONS TO CHARITABLE
8 ORGANIZATIONS.
Form 990-PF (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
THE O'NEIL FAMILY FOUNDATION INC
 
Employer identification number

26-1313395
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
THE O'NEIL FAMILY FOUNDATION INC
  		Employer identification number
26-1313395
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
THOMAS F O'NEIL JR
11325 JOHN CARROLL RD
 
OWINGS MILLS, MD21117

$ 300,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THOMAS F O'NEIL JR
 
11325 JOHN CARROLL RD
 
OWINGS MILLS, MD21117

$ 648,360


(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
THE O'NEIL FAMILY FOUNDATION INC
  		Employer identification number

26-1313395
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 118,000 SH D.F. DENT MIDCAP GROWTH FUND- PUBLICLY TRADED STOCK $ 648,360 2024-09-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE O'NEIL FAMILY FOUNDATION INC
  		Employer identification number

26-1313395
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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:
THE O'NEIL FAMILY FOUNDATION INC
EIN:
26-1313395
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,725 3,363 0 3,362

TY 2024 InvestmentsCorpStockSchedule
Name:
THE O'NEIL FAMILY FOUNDATION INC
EIN:
26-1313395
Name of Stock End of Year Book Value End of Year Fair Market Value
ANSYS INC 134,396 807,806
BIO TECHNE CORP 674,139 617,400
CAMECO CORP 561,011 1,558,830
COSTAR GROUP INC 547,388 924,600
DANAHER CORP 728,334 592,620
DEXCOM INC 1,169,429 1,309,350
DF DENT GROWTH FUNDS 12,586 24,040
ECOLAB INC 392,184 808,320
EDWARDS LIFESCIENCES CORP 389,054 625,680
FASTENAL COMPANY 213,436 840,000
FRANCO NEVADA CORP 761,161 1,065,480
GUIDEWIRE SOFTWARE INC 266,826 635,715
HEICO COPR 475,140 1,035,000
ILLUMINA INC 664,369 524,755
INGERSOLL RAND INC 385,700 665,440
INTUITIVE SURGICAL INC 96,099 923,797
MASTERCARD INC 182,446 1,123,880
PELOTON INTERNATIONAL 358,063 208,200
RANGE RESOURCES 104,747 813,400
REPLIGEN CORP 525,286 497,520
S&P GLOBAL INC 98,295 527,290
TRANSDIGM GROUP INC 281,730 760,320
US TREASURY NOTE DUE 05/15/34 1,504,783 1,523,610
US TREASURY NOTE DUE 09/30/25 1,992,247 2,003,140
VEEVA SYS INC 734,461 1,151,920
VULCAN MATERIALS CO 354,831 860,706
WABTEC 240,130 837,400
WASTE CONNECTIONS INC 200,025 840,240
WEST PHARMACEUTICAL SERVICES 822,357 547,000
WHEATON PRECIOUS METALS CORP 536,960 1,257,200
APPFOLIO INC 537,927 575,700
KINSALE CAPITAL GROUP INC. 378,017 387,120
METTLER TOLEDO INTL INC 1,240,785 1,174,720
NUTRIEN LTD 690,872 698,880
UBER TECHNOLOGIES INC 722,080 933,000
US TREASURY NOTE DUE 02/28/27 1,504,016 1,507,680
US TREASURY NOTE DUE 02/28/27 2,384 0
DF DENT MIDCAP GROWTH FUNDS 360,200 378,600

TY 2024 TaxesSchedule
Name:
THE O'NEIL FAMILY FOUNDATION INC
EIN:
26-1313395
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 5,085 5,085 0 0
2024 FEDERAL TAX 20,773 20,773 0 0