Nonprofit · EIN 46-4251139
BILL AND KATHY ONEILL FOUNDATION
Tax-exempt · CHAGRIN FALLS, OH 44022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $399,006 | $215,657 | $183,349 | $3,611,234 | $0 | $3,611,234 |
| December 31, 2023 | 990-PF | -$67,088 | $199,534 | -$266,622 | $3,417,672 | $0 | $3,417,672 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $43,330
- Interest
- $4,345
- Net gain from sales of assets
- $350,770
- Other income
- $561
Expenses
- Grants and similar amounts paid
- $162,500
- Disbursements for charitable purposes
- $168,746
- Excise tax on investment income
- $4,951
Balance sheet and other
- Total assets, start of year
- $3,417,672
- Total assets, end of year
- $3,611,234
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,611,234
- Fair market value of assets
- $3,614,942
- Qualifying distributions
- $168,746
- Net investment income
- $399,033
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J O'NEILL JR 38155 SOUTH WOODLAND ROAD, HUNTING VALLEY, OH 44022 | PRESIDENT | 2 | $0 |
| KATHERINE T O'NEILL 38155 SOUTH WOODLAND ROAD, HUNTING VALLEY, OH 44022 | VICE PRESIDE | 0.25 | $0 |
| DOUGLAS J SMORAG 2000 AUBURN DR SUITE 400, BEACHWOOD, OH 44122 | TREASURER | 1 | $0 |
| ALICE M SAXA 38155 SOUTH WOODLAND ROAD, HUNTING VALLEY, OH 44022 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J O'NEILL JR 38155 SOUTH WOODLAND ROAD, HUNTING VALLEY, OH 44022 | PRESIDENT | 2 | $0 |
| KATHERINE T O'NEILL 38155 SOUTH WOODLAND ROAD, HUNTING VALLEY, OH 44022 | VICE PRESIDE | 0.25 | $0 |
| DOUGLAS J SMORAG 2000 AUBURN DR SUITE 400, BEACHWOOD, OH 44122 | TREASURER | 1 | $0 |
| ALICE M SAXA 38155 SOUTH WOODLAND ROAD, HUNTING VALLEY, OH 44022 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 38155 S WOODLAND RD, CHAGRIN FALLS, OH 44022-6821
- Signed the 990-PF
- WILLIAM J O'NEILL JR, PRESIDENT
- Phone
- (216) 831-4105
- Return prepared by
- CM WEALTH ADVISORS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-4251139
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,611,234
- Income (IRS master file)
- $577,466
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $399,006 | $215,657 | $3,611,234 | IRS |
| 990-PF | December 2023 | -$67,088 | $199,534 | $3,417,672 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4251139).
Questions about BILL AND KATHY ONEILL FOUNDATION
- What is the EIN of BILL AND KATHY ONEILL FOUNDATION?
- The employer identification number (EIN) of BILL AND KATHY ONEILL FOUNDATION is 46-4251139.
- Is BILL AND KATHY ONEILL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BILL AND KATHY ONEILL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BILL AND KATHY ONEILL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BILL AND KATHY ONEILL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BILL AND KATHY ONEILL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BILL AND KATHY ONEILL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does BILL AND KATHY ONEILL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $399,006, expenses of $215,657 and total assets of $3,611,234 at year end.
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