ONEILL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ONEILL FOUNDATION (EIN 31-1530980)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-03
- IRS object ID
- 202132159349100323
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-03T13:17:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310829879 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON SHANNON & SNOW INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST LOCUST STREET | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311530980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE O'NEILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT O'NEILL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONEI | BusinessNameControlTxt |
| Phone | 7405222151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 WEST MAIN STREET | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E O'NEILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7405222151 | PhoneNum |
| Signature | 2021-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | ONEILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY S SOLT CPA | PreparerPersonNm |
| PTIN | P00055832 | PTIN |
| Phone | 7403456611 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,992,246 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $68,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,942 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,954 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $304 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $304 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $278,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,200 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,094 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,094 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,878 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,878 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,094 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $195,280 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,919 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,058,376 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,339,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,567,384 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $279,276 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $255,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $314,943 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,532,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,705,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,992,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,532,932 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,705,284 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,532,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,705,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,532,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,705,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,532,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,705,284 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,705,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VIATRIS INC-.158 SH | 2020-07-16 | 2020-11-24 | $3 | $2 | $1 | $1 |
| ZOETIS INC-35 SHS | 2019-07-16 | 2020-05-18 | $4,631 | $3,977 | $654 | $654 |
| AMERICAN EXPRESS COMPANY-200 SHS | 2018-05-14 | 2020-07-16 | $19,335 | $20,260 | -$925 | -$925 |
| BANK OF NY MELLON CORP-450 SHS | 2018-05-15 | 2020-07-16 | $16,540 | $25,553 | -$9,013 | -$9,013 |
| CORTEVA-106.833 SHS | 2015-03-17 | 2020-07-16 | $2,975 | $1,370 | $1,605 | $1,605 |
| CORTEVA-27.167 SHS | 2016-12-27 | 2020-07-16 | $756 | $367 | $389 | $389 |
| GENERAL ELECTRIC COMPANY-3000 SHS | 1997-05-13 | 2020-07-16 | $21,278 | $11,040 | $10,238 | $10,238 |
| GENERAL ELECTRIC COMPANY-200 SHS | 2019-03-12 | 2020-07-16 | $1,418 | $1,956 | -$538 | -$538 |
| GENERAL ELECTRIC COMPANY-900 SHS | 2019-04-24 | 2020-07-16 | $6,384 | $8,393 | -$2,009 | -$2,009 |
| GENERAL MOTORS COMPANY-250 SHS | 2016-10-18 | 2020-07-16 | $6,709 | $7,820 | -$1,111 | -$1,111 |
| HALIBURTON COMPANY-200 SHS | 2017-03-13 | 2020-07-16 | $2,633 | $10,159 | -$7,526 | -$7,526 |
| MICROSOFT CORP-150 SHS | 1994-12-15 | 2020-03-26 | $22,258 | $596 | $21,662 | $21,662 |
| MICROSOFT CORP-225 SHS | 1994-12-15 | 2020-12-04 | $48,392 | $895 | $47,497 | $47,497 |
| NIKE INC-300 SHS | 2016-10-17 | 2020-07-16 | $29,225 | $15,313 | $13,912 | $13,912 |
| SYSCO CORP-100 SHS | 2016-12-27 | 2020-07-16 | $5,467 | $5,650 | -$183 | -$183 |
| TARGET CORP-25 SHS | 2015-09-22 | 2020-07-16 | $3,066 | $1,941 | $1,125 | $1,125 |
| TARGET CORP-300 SHS | 2015-11-13 | 2020-07-16 | $36,794 | $21,611 | $15,183 | $15,183 |
| VANGUARD COMMUNICATIONS SERVICES ETF-265 SHS | 2018-12-17 | 2020-07-16 | $26,044 | $20,002 | $6,042 | $6,042 |
| VANGUARD COMMUNICATIONS SERVICES ETF-50 SHS | 2019-04-30 | 2020-07-16 | $4,914 | $4,424 | $490 | $490 |
| VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX-119.550 SHS | 2018-05-08 | 2020-07-16 | $11,129 | $10,395 | $734 | $734 |
| VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX-149.007 SHS | 2018-06-05 | 2020-07-16 | $13,871 | $13,500 | $371 | $371 |
| ZOETIS INC-100 SHS | 2019-04-24 | 2020-05-18 | $13,231 | $10,120 | $3,111 | $3,111 |
| INTERCONTENTIAL EXCHANGE-100 SHS | 2018-05-22 | 2020-07-16 | $32,402 | $25,157 | $7,245 | $7,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $3,248 | OverpaymentAmt |
| Applied To ES Tax | $3,248 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E O'NEILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7405222151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 W MAIN STREET | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT E O'NEILL | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS M CUMMISKEY | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | TREASURER | 1.00 | $0 | $0 | $0 |
| ALEXA ROBINSON-O'NEILL | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEX O'NEILL | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN O'NEILL | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,471,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,559,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,559,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,520,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,423 | TotalTaxAmt |
| Distributable Before Adj | $123,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,094 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,094 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,094 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $39,299 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $39,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,094 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,525 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,525 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,774 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,774 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $15,774 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E O'NEILL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF NEWARK | |||||||
| PO BOX 271 | NEWARK | OH | 430580271 | NONE | PC | COMMUNITY PROGRAMS FOR YOUTHS | $16,000 |
| CENTER FOR DISABILITY SERVICES | |||||||
| 667 HOPEWELL DRIVE | HEATH | OH | 43056 | NONE | PC | IMPROVE LIVES OF THOSE WITH DEVELOPMENTAL DISABILITIES | $5,000 |
| GRANVILLE ATHLETIC BOOSTERS | |||||||
| 126 NORTH PROSPECT ST | GRANVILLE | OH | 43023 | NONE | PC | CAPITAL IMPROVEMENTS | $2,500 |
| LICKING COUNTY LIBRARY | |||||||
| 101 WEST MAIN STREET | NEWARK | OH | 43055 | NONE | PC | PUBLIC LIBRARY | $2,000 |
| NAIOP RESEARCH FOUNDATION INC | |||||||
| 2201 COOPERATIVE WAY NO 300 | HERNDON | VA | 20171 | NONE | PC | RESEARCH RELATED TO COMMUNITY DEVELOPMENT | $10,000 |
| NEWARK CAMPUS DEVELOPMENT FUND | |||||||
| 1179 UNIVERSITY DR | NEWARK | OH | 43055 | NONE | PC | PROVIDE EDUCATION ASSISTANCE FOR THOSE IN NEED | $35,000 |
| PELOTONIA | |||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | PC | CANCER RESEARCH | $1,000 |
| THE WORKS | |||||||
| 55 S 1ST STREET | NEWARK | OH | 43055 | NONE | PC | TO HELP FUND THE NEW STEM CENTER | $10,000 |
| UNITED WAY OF LICKING COUNTY | |||||||
| PO BOX 4490 | NEWARK | OH | 43058 | NONE | PC | COMMUNITY PROGRAMS | $5,000 |
| LICKING COUNTY FOUNDATION | |||||||
| 30 N 2 ND ST | NEWARK | OH | 43055 | NONE | PC | COVID 19 RELIEF | $5,000 |
| GRANVILLE EDUCATION FOUNDATION | |||||||
| PO BOX 84 | GRANVILLE | OH | 43023 | NONE | PC | UNRESTRICTED GIFT FOR GENERAL PURPOSES | $500 |
| THE SALVATION ARMY | |||||||
| 205 EAST MAIN ST | NEWARK | OH | 43055 | NONE | PC | PROVIDE ASSISTANCE TO LOCAL FAMILIES DURING COVID PANDEMIC | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,942 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,954 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,200 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT O'NEILL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 397 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 430580397 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,094 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,094 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MICROSOFT CORP. | $3,281 | $183,497 |
| COCA COLA COMPANY | $23,286 | $49,356 |
| INTEL CORP | $7,765 | $128,287 |
| PFIZER INC | $36,430 | $73,620 |
| PROCTER & GAMBLE | $4,691 | $69,570 |
| JOHNSON & JOHNSON | $8,610 | $125,904 |
| INTERNATIONAL BUSINESS MACHINES | $53,593 | $90,004 |
| EXXON MOBIL CORP | $10,406 | $43,281 |
| JP MORGAN CHASE | $21,553 | $69,889 |
| ABBOTT LABORATORIES | $20,000 | $87,592 |
| PARK NATIONAL BANK | $155,046 | $210,020 |
| ABBVIE INC | $21,688 | $85,720 |
| AIR PRODUCTS AND CHEMICALS | $25,540 | $54,644 |
| GENUINE PARTS COMPANY | $36,409 | $40,172 |
| NIKE INC CLASS B | $15,313 | $42,441 |
| TARGET CORPORATION | $40,536 | $105,918 |
| US BANCORP | $26,044 | $27,954 |
| AT&T | $89,421 | $77,652 |
| BANK OF AMERICA CORP | $27,622 | $54,558 |
| EMERSON ELECTRIC COMPANY | $25,582 | $34,157 |
| 3M COMPANY | $78,295 | $78,656 |
| APPLE INC | $32,833 | $106,152 |
| CHEVRON CORP | $23,370 | $21,113 |
| DOWDUPONT INC | $14,331 | $9,529 |
| GENERAL DYNAMICS CORPORATION | $36,552 | $29,764 |
| PEPSICO INC | $43,429 | $51,905 |
| VERIZON COMMUNICATIONS | $25,663 | $31,431 |
| SCHLUMBERGER LIMITED | $9,830 | $2,729 |
| WALT DISNEY COMPANY | $37,865 | $58,884 |
| FACEBOOK INC CLASS A | $32,990 | $58,729 |
| NEXTERA ENERGY INC | $18,179 | $30,860 |
| ALPHABET INC CLASS A | $35,808 | $52,579 |
| BLACKROCK INC | $62,221 | $90,193 |
| CSX CORPORATION | $29,044 | $36,300 |
| WASTE MANAGEMENT | $22,004 | $23,586 |
| ASTRAZENECA PLC | $34,785 | $42,492 |
| COMCAST CORP | $16,240 | $23,580 |
| CONOCO PHILLIPS | $25,320 | $31,992 |
| HONEYWELL INTERNATIONAL | $15,162 | $24,461 |
| MCDONALDS CORP | $18,042 | $18,239 |
| PNC FINANCIAL SERVICES GROUP | $25,193 | $37,250 |
| SOUTHERN COMPANY | $17,611 | $17,508 |
| TYSON FOODS | $9,656 | $10,633 |
| VIATRIS INC | $2,074 | $4,648 |
| WALGREENS BOOTS ALLIANCE INC | $20,671 | $19,935 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND INSTL SHS | AT COST | $57,750 | $61,424 |
| VANGUARD REAL ESTATE ETF | AT COST | $55,076 | $57,328 |
| VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX | AT COST | $85,605 | $131,297 |
| VANGUARD PACIFIC STOCK INDEX FUND INSTL SHS | AT COST | $56,950 | $64,894 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC RECEIPTS | Desc |
| Revenue And Expenses Per Books | $304 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $304 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $304 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $3,878 | Amt |
| Net Investment Income | $3,878 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $16 | $16 | $0 |
| EXCISE TAX PAYMENT | $1,860 | $0 | $0 |
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