W ONEIL FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
W ONEIL FOUNDATION (EIN 34-6516969)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-30
IRS object ID
202611209349101706
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-30T14:47:41-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14334 MUNSON STREET SUITE 200AddressLine1Txt
CityCANTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44718ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346516969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE W O'NEIL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWONEBusinessNameControlTxt
Phone3016565848PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15910 CONNECTICUT AVENUE 15888AddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208257534ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELENE O'NEIL SHEREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3016565848PhoneNum
Signature2026-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER COLEMANPreparerPersonNm
PTINP00743188PTIN
Phone3304972000PhoneNum
Preparation2026-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,311,873FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,581InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,581InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,265,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,265,818DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,429,742NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,157,555GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,429,742CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$19,859OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,727,000TotalRevAndExpnssAmt
Total Net Invst Incm$3,707,141TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$304,272CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$20,507CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$283,765CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$67,825OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$6,783OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$61,043OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,554AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,277AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,277AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$59,988OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,988OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$74,528TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30,967TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$24,721OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$4,944OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$19,777OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$14,532TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,500TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$11,032TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,723OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,050OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$17,673OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$573,143TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$133,016TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$396,567TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,491,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,491,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,064,393TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$133,016TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,887,817TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$662,607ExcessRevenueOverExpensesAmt
Net Investment Income$3,574,125NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$272,826SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$324,618SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$324,618SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$646,429OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$646,429OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$646,429OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$37,722,436CorporateStockBOYAmt
Corporate Stock EOY$37,686,822CorporateStockEOYAmt
Corporate Stock EOYFMV$44,340,826CorporateStockEOYFMVAmt
Total Assets BOY$37,995,262TotalAssetsBOYAmt
Total Assets EOY$38,657,869TotalAssetsEOYAmt
Total Assets EOYFMV$45,311,873TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,022,278CapitalStockBOYAmt
Capital Stock EOY$5,022,278CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$32,972,984RetainedEarningBOYAmt
Retained Earning EOY$33,635,591RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$37,995,262TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,657,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,995,262TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,657,869TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,995,262TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$662,607ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$38,657,869SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$38,657,869TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2024-12-312025-12-31$3,765,933$2,727,813$1,038,120$1,038,120
CAPITAL GAINS DIVIDENDS$1,391,622$1,391,622$1,391,622P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,429,742CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49,680InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$49,680SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$49,680TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$32,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$17,680TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHELENE O'NEIL SHEREIndividualWithBooksNm
Phone3016565848PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15910 CONNECTICUT AVENUE UNIT 15888AddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20825ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HELENE O'NEIL SHERE
PO BOX 15888CHEVY CHASEMD20825CHAIR, PRESIDENT, TRUSTEE38.00$205,068$0$0
JANE O'NEIL WIEDER
PO BOX 15888CHEVY CHASEMD20825VICE PRESIDENT, TREASURER, TRUSTEE7.00$0$0$0
MOLLY HERRERA
PO BOX 15888CHEVY CHASEMD20825VICE PRESIDENT, SENIOR PROGRAM OFFICER38.00$99,204$0$0
ANN O'NEIL GRADOWSKI
PO BOX 15888CHEVY CHASEMD20825VICE CHAIR, ASSIST. SECRETARY, TRUSTEE5.00$0$0$0
MARY REGAN
PO BOX 15888CHEVY CHASEMD20825SECRETARY, TRUSTEE5.00$0$0$0
JOHN O'NEIL
PO BOX 15888CHEVY CHASEMD20825TRUSTEE1.00$0$0$0
JANE REGAN
PO BOX 15888CHEVY CHASEMD20825TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$43,163,065AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$322,274AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,485,339TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$43,485,339AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$652,280CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,833,059NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,141,653MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,141,653MinimumInvestmentReturnAmt
Tax Based On Investment Income$49,680TaxBasedOnInvestmentIncomeAmt
Total Tax$49,680TotalTaxAmt
Distributable Before Adj$2,091,973DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,091,973DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,091,973DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,887,817ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,887,817QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,091,973DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,135,173ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$839,749ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,263,100ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$943,396ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$190,667ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,372,085TotalExcessDistributionCyovAmt
Qualifying Distributions$2,887,817QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,091,973AppliedToCurrentYearAmt
Remaining Distri From Corpus$795,844RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,167,929TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,135,173ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,032,756ExcessDistriCyovToNextYrAmt
Excess From Year4$839,749ExcessFromYear4Amt
Excess From Year3$1,263,100ExcessFromYear3Amt
Excess From Year2$943,396ExcessFromYear2Amt
Excess From Year1$190,667ExcessFromYear1Amt
Excess From Current Year$795,844ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHELENE O'NEIL SHERE PRESIDENT THE WRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 15888AddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208255888ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3016565848RecipientPhoneNum
Recipient Email AddressWONEILFOUNDATION@WONF.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAN APPLICATION FORM IS NOT REQUIRED. INITIAL APPROACH SHOULD BE BY LETTER OF INQUIRY OUTLINING THE NATURE OF THE PROJECT, THE AMOUNT REQUESTED AND EVIDENCE OF IRC SECTION 501(C)(3) EXEMPT STATUS. IF THE PROJECT COINCIDES WITH THE FOUNDATION'S INTERESTS, A PROPOSAL WILL BE REQUESTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION IS PRIMARILY INTERESTED IN FAITH-MOTIVATED PROGRAMS THAT DIRECTLY BRING BASIC NECESSITIES, SUCH AS FOOD, CLOTHING, SHELTER, BASIC MEDICAL CARE AND BASIC EDUCATION TO THOSE EXPERIENCING POVERTY THROUGHOUT THE WORLD, PARTICULARLY THOSE NEEDING EMERGENCY RELIEF. INTERNATIONAL ASSISTANCE GRANTS ARE MADE ONLY TO U.S.-BASED CHARITIES. THE FOUNDATION DOES NOT MAKE LOANS OR GRANTS TO INDIVIDUALS OR GRANTS FOR ENDOWMENTS, CAPITAL CAMPAIGNS, CHURCH AND SCHOOL RENOVATIONS, RESEARCH, SPECIAL EVENTS, CONFERENCES OR SEMINARS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN JESUITS INTERNATIONAL INC
1726 NEW HAMPSHIRE AVE NWWASHINGTONDC20009PCPROGRAM SUPPORT$25,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCHUMANITARIAN RELIEF PROGRAM SUPPORT$5,000
ASSOCIATION OF VOLUNTEERS IN INTERNATIONAL SERVICE USA INC
8730 GEORGIA AVENUE SUITE 209SILVER SPRINGMD20910PCPROGRAM SUPPORT$45,000
AYUDA
1990 K STREET NW SUITE 500WASHINGTONDC20006PCPROGRAM SUPPORT$25,000
BLOOD CANCER UNITED INC
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573PCPATIENT FINANCIAL AID PROGRAM SUPPORT$20,000
BOWERY RESIDENTS COMMITTEE INC
131 W 25TH STNEW YORKNY10001PCPROGRAM SUPPORT$5,000
BREAD FOR THE CITY INC
1525 7TH STREET NWWASHINGTONDC20001PCPROGRAM SUPPORT$20,000
BRIDGE OVER TROUBLED WATERS INC
47 WEST STREETBOSTONMA02111PCPROGRAM SUPPORT$20,000
CAPITAL AREA FOOD BANK INC
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017PCPROGRAM SUPPORT$20,000
CATHOLIC CHARITIES COMMUNITY SERVICES ARCHDIOCESE OF NEW YORK
80 MAIDEN LANE 23RD FLOORNEW YORKNY10038PCPROGRAM SUPPORT$60,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE WASHINGTON INC
924 G STREET NWWASHINGTONDC20001PCPROGRAM SUPPORT$65,000
CATHOLIC CHARITIES OF WYOMING
PO BOX 907CHEYENNEWY82003PCPROGRAM SUPPORT$10,000
CATHOLIC CHARITIES USA
2050 BALLENGER AVENUE SUITE 400ALEXANDRIAVA22314PCPROGRAM SUPPORT$100,000
CATHOLIC LEGAL SERVICES ARCHDIOCESE OF MIAMI
6081 SW 21ST STREETMIRAMARFL33023PCPROGRAM SUPPORT$20,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREETBALTIMOREMD21201PCPROGRAM SUPPORT$1,000,000
CITY HARVEST INC
150 52ND STREETBROOKLYNNY11232PCPROGRAM SUPPORT$20,000
COMMUNITY SERVICE ASSOCIATES INC
38 EAST 1ST STREETMOUNT VERNONNY10550PCPROGRAM SUPPORT$10,000
CRISTO REY NEW YORK HIGH SCHOOL
112 EAST 106TH STREETNEW YORKNY10029PCPROGRAM SUPPORT$20,000
CROSSING THRESHOLDS INC
PO BOX 446NEW CANAANCT06840PCPROGRAM SUPPORT$25,000
DAUGHTERS OF CHARITY IPS
18000 WEST NINE MILE ROADSOUTHFIELDMI48075PCPROGRAM SUPPORT$26,000
DC CENTRAL KITCHEN
2121 FIRST STREET SWWASHINGTONDC20024PCPROGRAM SUPPORT$20,000
DEPAUL USA INC
1 EAST JACKSON BOULEVARD 6TH FLOORCHICAGOIL60604PCPROGRAM SUPPORT$20,000
DIOCESE OF SAVANNAH
2170 EAST VICTORY DRIVESAVANNAHGA31404PCPROGRAM SUPPORT$20,000
DON BOSCO CRISTO REY HIGH SCHOOL OF THE ARCHDIOCESE OF WASHINGTON INC
1010 LARCH AVENUETAKOMA PARKMD20912PCPROGRAM SUPPORT$30,000
FATHER MCKENNA CENTER INC
19 I STREET NWWASHINGTONDC20001PCPROGRAM SUPPORT$25,000
FOUNDATIONS AND DONORS INTERESTED IN CATHOLIC ACTIVITIES
PO BOX 33667WASHINGTONDC20033PCPROGRAM SUPPORT$28,750
FRIENDSHIP PLACE
4713 WISCONSIN AVENUE NWWASHINGTONDC20016PCPROGRAM SUPPORT$45,000
GEORGETOWN VISITATION PREPARATORY SCHOOL INC
1524 THIRTY-FIFTH STREET NWWASHINGTONDC20007PCPROGRAM SUPPORT$5,000
HAITIAN HEALTH FOUNDATION INC
97 SHERMAN STREETNORWICHCT06360PCPROGRAM SUPPORT$40,000
HOPE FOR HAITI INC
1021 5TH AVENUE NORTHNAPLESFL34101PCPROGRAM SUPPORT$25,000
HOUSE OF HOPE COMMUNITY DEVELOPMENT CORPORATION
3188 POST ROADWARWICKRI02886PCPROGRAM SUPPORT$5,000
HUMAN OPTIONS INC
5540 TRABUCO ROAD SUITE 100IRVINECA92620PCPROGRAM SUPPORT$10,000
INTERNATIONAL CATHOLIC MIGRATION COMMISSION INC
415 MICHIGAN AVE SUITE 225WASHINGTONDC20017PCPROGRAM SUPPORT$25,000
JESUIT REFUGEE SERVICE USA
1627 K STREET NW SUITE 1100WASHINGTONDC20006PCPROGRAM SUPPORT$40,000
JUBILEE JOBS INC
2712 ONTARIO ROAD NWWASHINGTONDC20009PCPROGRAM SUPPORT$5,000
JULIAS WINGS FOUNDATION INC
PO BOX 581SHERMANCT06784PCPROGRAM SUPPORT$5,000
MARYS CENTER FOR MATERNAL AND CHILD CARE INC
2333 ONTARIO ROAD NWWASHINGTONDC20009PCPROGRAM SUPPORT$20,000
MEDECINS SAN FRONTIERES USA INC
40 RECTOR STREET 16TH FLOORNEW YORKNY10006PCPROGRAM SUPPORT$15,000
MIRIAMS KITCHEN
2401 VIRGINIA AVENUE NWWASHINGTONDC20037PCPROGRAM SUPPORT$20,000
MISSIO CORP
224 35TH STREET SUITE 500 PMB 8NEW YORKNY10001PCPROGRAM SUPPORT$40,000
MY SISTERS PLACE INC
PO BOX 21463WASHINGTONDC20009PCPROGRAM SUPPORT$10,000
NATIONAL CENTER FOR CHILDREN AND FAMILIES
6301 GREENTREE ROADBETHESDAMD20817PCPROGRAM SUPPORT$20,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006PCPROGRAM SUPPORT$2,500
NEGOTIATION WORKS
4532 RENO ROAD NWWASHINGTONDC20008PCPROGRAM SUPPORT$5,000
OPERATION SMILE INC
3641 FACULTY BOULEVARDVIRGINIA BEACHVA23453PCPROGRAM SUPPORT$40,000
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118PCPROGRAM SUPPORT$9,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 419209BOSTONMA02241PCDIABETES RESEARCH$10,000
RED CLOUD INDIAN SCHOOL
100 MISSION DRIVEPINE RIDGESD57770PCPROGRAM SUPPORT$30,000
REGIONAL HOSPICE AND HOME CARE OF WESTERN CONNECTICUT INC
30 MILESTONE RDDANBURYCT06810PCPROGRAM SUPPORT$5,000
ROSTRO DE CRISTO INC
66 BROOKS DRIVEBRAINTREEMA02184PCPROGRAM SUPPORT$26,000
SAN MIGUEL SCHOOL DC
7705 GEORGIA AVENUE NWWASHINGTONDC20012PCPROGRAM SUPPORT$20,000
SCHOOL OF LEADERSHIP-AFGHANISTAN INC
75 STATE STREET SUITE 100BOSTONMA02219PCPROGRAM SUPPORT$25,000
SCHOOL SISTERS OF ST FRANCIS
1501 SOUTH LAYTON BOULEVARDMILWAUKEEWI53215PCPROGRAM SUPPORT$10,000
SISTERS OF THE VISITATION OF GEORGETOWN
1524 THIRTY-FIFTH STREET NWWASHINGTONDC20007PCPROGRAM SUPPORT$10,000
ST ANSELMS ABBEY SCHOOL INC
4501 SOUTH DAKOTA AVENUE NEWASHINGTONDC20017PCPROGRAM SUPPORT$5,000
ST JOHNS BREAD & LIFE PROGRAM INC
795 LEXINGTON AVENUEBROOKLYNNY11221PCPROGRAM SUPPORT$20,000
ST ROSE OF LIMA CATHOLIC CHURCH
11701 CLOPPER ROADGAITHERSBURGMD20878PCPROGRAM SUPPORT$4,000
STRONGHEARTS NATIVE HELPLINE INC
4660 SLATER ROAD SUITE 230EAGANMN55122PCPROGRAM SUPPORT$5,000
THE CATHOLIC STUDENT CENTER AT UNIVERSITY OF MARYLAND
4141 GUILFORD DRIVECOLLEGE PARKMD20740PCPROGRAM SUPPORT$10,000
THE STARFISH FOUNDATION INC
1433 CHERRY LANEWEST CHESTERPA19380PCPROGRAM SUPPORT$5,000
THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS
2245 SOUTH MICHIGAN AVE SUITE 301CHICAGOIL60616PCPROGRAM SUPPORT$20,000
TOGETHER WE BAKE
212 SOUTH WASHINGTON STREETALEXANDRIAVA22314PCPROGRAM SUPPORT$20,000
TOGO MISSION INC
PO BOX 130GAITHERSBURGMD20884PCPROGRAM SUPPORT$10,000
USA EAST PROVINCE OF THE SOCIETY OF JESUS INC
39 EAST 83RD STREETNEW YORKNY10028PCPROGRAM SUPPORT$20,000
WASHINGTON JESUIT ACADEMY
900 VARNUM STREET NEWASHINGTONDC20017PCPROGRAM SUPPORT$40,000
WASHINGTON MONTESSORI ASSOCIATION INC
240 LITCHFIELD TURNPIKENEW PRESTONCT06777PCPROGRAM SUPPORT$10,000
WASHINGTON SCHOOL FOR GIRLS
1865 MISSISSIPPI AVENUE SEWASHINGTONDC20020PCPROGRAM SUPPORT$45,000
WATTS OF LOVE
900 WARREN AVENUEDOWNERS GROVEIL60515PCPROGRAM SUPPORT$5,000
WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVENUE NW 7THWASHINGTONDC20001PCPROGRAM SUPPORT$50,000FLOOR
XAVIER MISSION INC
55 WEST 15TH STREETNEW YORKNY10011PCPROGRAM SUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,491,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,581ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,265,818ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,859ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,429,742ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,727,000ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,727,000TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCLIFTONLARSONALLEN LLPCategoryTxt
Amt$6,554Amt
Net Investment Income$3,277NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,277DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY INCOME FUND ADM$1,500,421$1,548,818
EXPLORER FUND ADMIRAL$889,739$757,716
INTERNATIONAL GROWTH ADM$1,668,074$1,563,742
INTERNATIONAL VALUE FUND$3,254,156$3,649,968
INTER-TERM INVEST GR ADM$3,386,372$3,757,731
LONG-TERM INVEST-GR ADM$1,680,983$1,188,659
PRIMECAP CORE FUND$3,334,564$3,714,823
REAL ESTATE INDEX ADMIRAL$1,734,549$1,982,920
SHORT-TERM INVEST-GR ADM$2,012,867$1,997,281
TOT INTL BOND IX ADMIRAL$2,788,383$2,482,012
TOT INTL STOCK IX INST$5,385,912$7,571,173
TOTAL BOND MKT INDEX INST$5,208,991$4,814,008
TOTAL STOCK MKT IDX INST$3,422,567$7,750,793
U.S. GROWTH FUND ADMIRAL$1,419,244$1,561,182

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$493$493$0
BOOKS & SUBSCRIPTIONS$7,271$0$7,271
INSURANCE$1,714$1,714$0
MEMBERSHIP DUES$3,189$0$3,189
OFFICE EXPENSE$562$0$562
PARKING$2,507$501$2,006
PAYROLL FEES$1,306$131$1,175
PEO EXPENSES$218$22$196
PHONE AND INTERNET$945$189$756
REGISTERED AGENT FEE$830$0$830
SOFTWARE$1,463$0$1,463
STATE OF OHIO ANNUAL REPORT$225$0$225

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNET NONDIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$19,859RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$19,859AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$59,988Amt
Net Investment Income$59,988NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$30,967$30,967$0
EXCISE TAXES$43,561$0$0

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