ONEILL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ONEILL FOUNDATION (EIN 31-1530980)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201933159349100983
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T14:27:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY S SOLT CPA | PreparerPersonNm |
| PTIN | P00055832 | PTIN |
| Phone | 7403456611 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.188.121.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 08:14:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F48C3EEF740328BD77A4A47E28142AC90688E35 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,076,661 | 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 | $63,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,773 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $195,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $379,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $195,552 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $359,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,325 | 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 | $1,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,483 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,698 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,144 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $6,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,557 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $132 | AcctRcvblAmt |
| Acct Rcvbl BOY | $272 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $132 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $132 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $949,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $942,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,669,992 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $233,927 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $299,278 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $268,980 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,190,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,379,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,076,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,190,603 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,379,711 | 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 | $1,190,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,379,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,190,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,379,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,190,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $133,349 | OtherIncreasesAmt |
| Subtotal | $1,379,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,379,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 350 SHS ADIENT PLC | 2017-06-12 | 2018-05-07 | $19,549 | $23,355 | -$3,806 | -$3,806 |
| 20 SHS CONSOLIDATED EDISON INC | 2017-11-01 | 2018-05-07 | $1,567 | $1,720 | -$153 | -$153 |
| 200 SHS FORTIVE CORPORATION | 2017-10-25 | 2018-05-07 | $14,701 | $14,483 | $218 | $218 |
| 50 SHS ALLERGAN PLC | 2016-12-23 | 2018-02-12 | $8,176 | $9,700 | -$1,524 | -$1,524 |
| 100 SHS COCA-COLA COMPANY | 1997-05-13 | 2018-06-04 | $4,348 | $949 | $3,399 | $3,399 |
| 250 SHS COCA-COLA COMPANY | 1997-05-13 | 2018-05-09 | $10,464 | $2,374 | $8,090 | $8,090 |
| 100 SHS CONSOLIDATED EDISON INC | 2016-03-16 | 2018-05-07 | $7,837 | $7,312 | $525 | $525 |
| 15 SHS CONSOLIDATED EDISON INC | 2016-06-06 | 2018-05-07 | $1,176 | $1,131 | $45 | $45 |
| 50 SHS EXXON MOBIL CORPORATION | 1987-12-17 | 2018-06-06 | $4,097 | $496 | $3,601 | $3,601 |
| 175 SHS GENERAL MOTORS COMPANY | 2016-09-01 | 2018-06-04 | $7,658 | $5,564 | $2,094 | $2,094 |
| 850 SHS GENERAL MOTORS COMPANY | 2016-10-18 | 2018-11-07 | $31,362 | $26,589 | $4,773 | $4,773 |
| 25 SHS GENERAL MOTORS COMPANY | 2016-10-18 | 2018-06-04 | $1,094 | $782 | $312 | $312 |
| 400 SHS INTEL CORPORATION | 1997-05-13 | 2018-06-06 | $22,712 | $1,206 | $21,506 | $21,506 |
| 500 SHS INTEL CORPORATION | 1997-05-13 | 2018-05-07 | $26,661 | $1,508 | $25,153 | $25,153 |
| 250 SHS INTERNATIONAL BUSINESS MACHINES CORPORATION | 2018-11-07 | $31,073 | $2,879 | $28,194 | $28,194 | |
| 50 SHS JOHNSON & JOHNSON | 1991-08-19 | 2018-02-12 | $6,483 | $538 | $5,945 | $5,945 |
| 50 SHS JOHNSON & JOHNSON | 1991-08-19 | 2018-03-15 | $6,641 | $538 | $6,103 | $6,103 |
| 501.150 SHS JOHNSON CONTROLS INTL | 2016-09-02 | 2018-05-07 | $18,362 | $24,110 | -$5,748 | -$5,748 |
| 334.280 SHS JOHNSON CONTROLS INTL | 2016-09-02 | 2018-05-07 | $12,248 | $16,082 | -$3,834 | -$3,834 |
| 83.570 SHS JOHNSON CONTROLS INTL | 2016-09-02 | 2018-05-07 | $3,062 | $4,021 | -$959 | -$959 |
| 300 SHS MICROSOFT CORPORATION | 1994-12-15 | 2018-05-07 | $28,844 | $1,193 | $27,651 | $27,651 |
| 200 SHS MICROSOFT CORPORATION | 1994-12-15 | 2018-12-18 | $20,843 | $795 | $20,048 | $20,048 |
| 200 SHS MICROSOFT CORPORATION | 1994-12-15 | 2018-06-04 | $20,336 | $795 | $19,541 | $19,541 |
| 300 SHS PFIZER INC | 1997-05-13 | 2018-02-12 | $10,367 | $1,263 | $9,104 | $9,104 |
| 200 SHS PFIZER INC | 1997-05-13 | 2018-06-04 | $7,288 | $842 | $6,446 | $6,446 |
| 400 SHS PFIZER INC | 1997-05-13 | 2018-05-07 | $13,966 | $1,684 | $12,282 | $12,282 |
| 50 SHS PROCTER & GAMBLE COMPANY | 1997-05-13 | 2018-05-09 | $3,590 | $469 | $3,121 | $3,121 |
| 50 SHS PROCTER & GAMBLE COMPANY | 1997-05-13 | 2018-06-04 | $3,710 | $469 | $3,241 | $3,241 |
| 200 SHS SOUTHERN COMPANY | 2015-03-16 | 2018-05-07 | $9,087 | $8,969 | $118 | $118 |
| 100 SHS UNITED PARCEL SERVICE | 2016-12-27 | 2018-05-07 | $11,204 | $11,647 | -$443 | -$443 |
| 100 SHS UNITED PARCEL SERVICE | 2017-03-13 | 2018-05-07 | $11,204 | $10,695 | $509 | $509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $195,552 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,262,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042964 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,270 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,096,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050209 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,854 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,194,151 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048699 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,316 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,133,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037168 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,297 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,940,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032099 | DistributionYr5Rt |
| Total Distribution | 0.211139 | TotalDistributionRt |
| Average Distribution | 0.042228 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,236,348 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,437 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,541 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,978 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $295,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,541 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,541 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,502 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,002 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,461 | OverpaymentAmt |
| Applied To ES Tax | $3,461 | 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 (3 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 |
| 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 | $2,196,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $74,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,270,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,270,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,236,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,541 | TotalTaxAmt |
| Distributable Before Adj | $109,276 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $295,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,541 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $292,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $110,097 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $110,097 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,112 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,112 | 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 | $76,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $76,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST LUKE'S CHURCH | ||||||||
| 118 SOUTH MAIN STREET | GRANVILLE | OH | 43023 | NONE | PC | GRANVILLE TURKEY TROT TO BENEFIT THE NEEDY | $500 | |
| HABITAT FOR HUMANITY - MIDOHIO | ||||||||
| 3140 WESTERVILLE ROAD | COLUMBUS | OH | 43224 | NONE | PC | HOUSING FOR THE NEEDY | $10,000 | |
| LICKING COUNTY FOUNDATION | ||||||||
| 30 N 2ND ST | NEWARK | OH | 43055 | NONE | PC | CTEC MIST SCHOLARSHIP PROGRAM; NEW HOME FOR THE CENTRAL OHIO YOUTH BALLET | $21,000 | |
| NAIOP RESEARCH FOUNDATION INC | ||||||||
| 2201 COOPERATIVE WAY NO 300 | HERNDON | VA | 20171 | NONE | PC | RESEARCH RELATED TO COMMUNITY DEVELOPMENT | $5,000 | |
| PELOTONIA | ||||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | PC | CANCER RESEARCH | $1,500 | |
| UNITED WAY OF LICKING COUNTY | ||||||||
| PO BOX 4490 | NEWARK | OH | 43058 | NONE | PC | COMMUNITY PROGRAMS | $5,000 | |
| GRANVILLE RECREATION DISTRICT | ||||||||
| 130 N GRANGER ST PO BOX 483 | GRANVILLE | OH | 43023 | NONE | PC | WILDWOOD PLAYGROUND RENOVATION PROJECT | $5,000 | |
| COLUMBUS COUNCIL ON WORLD AFFAIRS | ||||||||
| 51 JEFFERON AVE | COLUMBUS | OH | 43215 | NONE | PC | GLOBAL AWARENESS | $1,000 | |
| CENTER FOR DISABILITY SERVICES | ||||||||
| 667 HOPEWELL DRIVE | HEATH | OH | 43056 | NONE | PC | IMPROVE LIVES OF THOSE WITH DEVELOPMENTAL DISABILITIES | $5,000 | |
| THE WORKS | ||||||||
| 55 S 1ST STREET | NEWARK | OH | 43055 | NONE | PC | TO HELP FUND THE NEW STEM CENTER | $10,000 | |
| LICKING COUNTY LIBRARY | ||||||||
| 101 WEST MAIN STREET | NEWARK | OH | 43055 | NONE | PC | PUBLIC LIBRARY | $2,000 | |
| LICKING COUNTY COALITION FOR HOUSING | ||||||||
| 23 SOUTH PARK PLACE SUITE 200 PO | NEWARK | OH | 43055 | NONE | PC | PROVIDE HOUSING FOR HOMELESS | $500 | BOX 613 |
| THE SALVATION ARMY | ||||||||
| 250 E MAIN STREET | NEWARK | OH | 43055 | NONE | PC | PROVIDE SERVICES FOR THE NEEDY | $3,000 | |
| LUTHERAN SOCIAL SERVICES | ||||||||
| 500 WILSON BRIDGE ROAD SUITE 245 | WORTHINGTON | OH | 43085 | NONE | PC | PROVIDE BASIC NEEDS FOR ALL PEOPLE | $2,000 | |
| CITY OF HEATH | ||||||||
| 1287 HEBRON ROAD | HEATH | OH | 43056 | NONE | PC | CITY PARKS SYSTEM | $222,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,500 | 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 | $63,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $195,552 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $259,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,325 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT O'NEILL | BusinessNameLine1Txt |
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 | $1,985 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,985 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MICROSOFT CORP. | $5,170 | $132,041 |
| COCA COLA COMPANY | $8,070 | $40,248 |
| GENERAL ELECTRIC | $11,040 | $22,710 |
| INTEL CORP | $8,142 | $126,711 |
| PFIZER INC | $4,210 | $43,650 |
| PROCTER & GAMBLE | $4,691 | $45,960 |
| JOHNSON & JOHNSON | $8,610 | $103,240 |
| INTERNATIONAL BUSINESS MACHINES | $5,759 | $56,835 |
| EXXON MOBIL CORP | $10,405 | $71,600 |
| JP MORGAN CHASE | $21,553 | $53,691 |
| ABBOTT LABORATORIES | $20,000 | $57,864 |
| PARK NATIONAL BANK | $155,046 | $169,900 |
| ABBVIE INC | $21,688 | $73,752 |
| AIR PRODUCTS AND CHEMICALS | $25,540 | $32,010 |
| GENUINE PARTS COMPANY | $36,409 | $38,408 |
| NIKE INC CLASS B | $30,626 | $44,484 |
| TARGET CORPORATION | $77,675 | $72,699 |
| US BANCORP | $26,044 | $27,420 |
| AT&T | $22,967 | $17,124 |
| BANK OF AMERICA CORP | $27,622 | $44,352 |
| EMERSON ELECTRIC COMPANY | $25,582 | $25,394 |
| GENERAL MOTORS COMPANY | $40,665 | $43,485 |
| MERCK & COMPANY INC | $9,869 | $12,608 |
| SYSCO CORPORATION | $11,300 | $12,532 |
| CHUBB LTD | $5,737 | $6,201 |
| 3M COMPANY | $19,115 | $19,054 |
| APPLE INC | $32,833 | $31,548 |
| CHEVRON CORP | $11,043 | $10,879 |
| DOWDUPONT INC | $22,689 | $21,552 |
| GENERAL DYNAMICS CORPORATION | $26,945 | $21,223 |
| HALLIBURTON COMPANY | $10,159 | $5,316 |
| PEPSICO INC | $16,613 | $16,572 |
| VERIZON COMMUNICATIONS | $25,663 | $30,078 |
| SCHLUMBERGER LIMITED | $9,830 | $4,510 |
| AMERICAN EXPRESS CO | $25,325 | $23,830 |
| BANK OF NEW YORK MELLON CORP | $25,553 | $21,182 |
| WALT DISNEY COMPANY | $29,259 | $27,413 |
| FACEBOOK INC CLASS A | $27,834 | $24,252 |
| INTERCONTINENTIAL EXCHANGE INC | $25,157 | $26,366 |
| NEXTERA ENERGY INC | $10,306 | $11,298 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND INSTL SHS | AT COST | $57,750 | $49,314 |
| VANGUARD REAL ESTATE ETF | AT COST | $55,076 | $50,335 |
| VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX | AT COST | $109,500 | $99,996 |
| VANGUARD PACIFIC STOCK INDEX FUND INSTL SHS | AT COST | $56,950 | $49,706 |
| VANGAURD COMMUNICATION SERVICES ETF | AT COST | $20,002 | $19,629 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND BASIS OF LAND DONATED | Desc |
| Amt | $133,349 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $3,483 | Amt |
| Net Investment Income | $3,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $1,564 | $1,564 | $0 |
| FOREIGN TAXES | $134 | $134 | $0 |
| EXCISE TAX PAYMENT | $2,700 | $0 | $0 |
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