2026-04-30T14:47:41-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990PF 2025-01-01 346516969 THE W O'NEIL FOUNDATION WONE 3016565848 5910 CONNECTICUT AVENUE 15888 CHEVY CHASE MD 208257534 HELENE O'NEIL SHERE PRESIDENT 3016565848 2026-04-29 1 JENNIFER COLEMAN P00743188 3304972000 2026-04-28 2025 2025-03-06 01:10:19Z X 45311873 X X 11581 11581 1265818 1265818 2429742 5157555 2429742 19859 0 3727000 3707141 304272 20507 283765 67825 6783 61043 6554 3277 3277 59988 59988 0 74528 30967 0 24721 4944 19777 14532 3500 11032 20723 3050 17673 573143 133016 396567 2491250 2491250 3064393 133016 2887817 662607 3574125 272826 324618 324618 646429 0 0 646429 646429 37722436 37686822 44340826 37995262 38657869 45311873 0 0 X 5022278 5022278 0 0 32972984 33635591 37995262 38657869 37995262 38657869 37995262 662607 0 38657869 0 38657869 PUBLICLY TRADED SECURITIES 2024-12-31 2025-12-31 3765933 2727813 1038120 1038120 CAPITAL GAINS DIVIDENDS P 1391622 1391622 1391622 2429742 49680 0 49680 0 49680 32000 0 0 0 32000 X 0 17680 0 0 0 0 0 0 0 0 0 0 1 1 OH MD 1 0 0 0 0 1 N/A HELENE O'NEIL SHERE 3016565848 5910 CONNECTICUT AVENUE UNIT 15888 CHEVY CHASE MD 20825 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELENE O'NEIL SHERE PO BOX 15888 CHEVY CHASE MD 20825 CHAIR, PRESIDENT, TRUSTEE 38.00 205068 0 0 JANE O'NEIL WIEDER PO BOX 15888 CHEVY CHASE MD 20825 VICE PRESIDENT, TREASURER, TRUSTEE 7.00 0 0 0 MOLLY HERRERA PO BOX 15888 CHEVY CHASE MD 20825 VICE PRESIDENT, SENIOR PROGRAM OFFICER 38.00 99204 0 0 ANN O'NEIL GRADOWSKI PO BOX 15888 CHEVY CHASE MD 20825 VICE CHAIR, ASSIST. SECRETARY, TRUSTEE 5.00 0 0 0 MARY REGAN PO BOX 15888 CHEVY CHASE MD 20825 SECRETARY, TRUSTEE 5.00 0 0 0 JOHN O'NEIL PO BOX 15888 CHEVY CHASE MD 20825 TRUSTEE 1.00 0 0 0 JANE REGAN PO BOX 15888 CHEVY CHASE MD 20825 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 43163065 322274 0 43485339 0 0 43485339 652280 42833059 2141653 2141653 49680 49680 2091973 0 2091973 0 2091973 2887817 0 2887817 2091973 0 0 1135173 839749 1263100 943396 190667 4372085 2887817 0 0 0 2091973 795844 0 0 5167929 0 0 0 0 0 0 1135173 4032756 839749 1263100 943396 190667 795844 HELENE O'NEIL SHERE PRESIDENT THE W PO BOX 15888 CHEVY CHASE MD 208255888 3016565848 WONEILFOUNDATION@WONF.ORG AN 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. NONE THE 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. AMERICAN JESUITS INTERNATIONAL INC 1726 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 PC PROGRAM SUPPORT 25000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 EAST 42ND STREET SUITE 400 NEW YORK NY 10017 PC HUMANITARIAN RELIEF PROGRAM SUPPORT 5000 ASSOCIATION OF VOLUNTEERS IN INTERNATIONAL SERVICE USA INC 8730 GEORGIA AVENUE SUITE 209 SILVER SPRING MD 20910 PC PROGRAM SUPPORT 45000 AYUDA 1990 K STREET NW SUITE 500 WASHINGTON DC 20006 PC PROGRAM SUPPORT 25000 BLOOD CANCER UNITED INC 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PC PATIENT FINANCIAL AID PROGRAM SUPPORT 20000 BOWERY RESIDENTS COMMITTEE INC 131 W 25TH ST NEW YORK NY 10001 PC PROGRAM SUPPORT 5000 BREAD FOR THE CITY INC 1525 7TH STREET NW WASHINGTON DC 20001 PC PROGRAM SUPPORT 20000 BRIDGE OVER TROUBLED WATERS INC 47 WEST STREET BOSTON MA 02111 PC PROGRAM SUPPORT 20000 CAPITAL AREA FOOD BANK INC 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 PC PROGRAM SUPPORT 20000 CATHOLIC CHARITIES COMMUNITY SERVICES ARCHDIOCESE OF NEW 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6554 3277 3277 EQUITY INCOME FUND ADM 1500421 1548818 EXPLORER FUND ADMIRAL 889739 757716 INTERNATIONAL GROWTH ADM 1668074 1563742 INTERNATIONAL VALUE FUND 3254156 3649968 INTER-TERM INVEST GR ADM 3386372 3757731 LONG-TERM INVEST-GR ADM 1680983 1188659 PRIMECAP CORE FUND 3334564 3714823 REAL ESTATE INDEX ADMIRAL 1734549 1982920 SHORT-TERM INVEST-GR ADM 2012867 1997281 TOT INTL BOND IX ADMIRAL 2788383 2482012 TOT INTL STOCK IX INST 5385912 7571173 TOTAL BOND MKT INDEX INST 5208991 4814008 TOTAL STOCK MKT IDX INST 3422567 7750793 U.S. GROWTH FUND ADMIRAL 1419244 1561182 BANK FEES 493 493 0 BOOKS & SUBSCRIPTIONS 7271 0 7271 INSURANCE 1714 1714 0 MEMBERSHIP DUES 3189 0 3189 OFFICE EXPENSE 562 0 562 PARKING 2507 501 2006 PAYROLL FEES 1306 131 1175 PEO EXPENSES 218 22 196 PHONE AND INTERNET 945 189 756 REGISTERED AGENT FEE 830 0 830 SOFTWARE 1463 0 1463 STATE OF OHIO ANNUAL REPORT 225 0 225 NET NONDIVIDEND DISTRIBUTION 19859 0 19859 INVESTMENT ADVISORY FEES 59988 59988 0 FOREIGN TAXES 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