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Nonprofit · EIN 45-6363482

ONEILL FAMILY CHARITABLE TR

Also known as ABBY M ONEILL TTEE

Tax-exempt · NEW YORK, NY 10185

Financials

$7.7M$9.7M2024
Revenue Expenses · by fiscal year end
Financials of ONEILL FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$7,704,759$9,731,126-$2,026,367$153,762,094$0$153,762,094
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$5,113,257
Net rental income
-$62,094
Net gain from sales of assets
$2,591,502

Expenses

Grants and similar amounts paid
$8,460,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$8,649,731
Excise tax on investment income
$93,480

Balance sheet and other

Total assets, start of year
$155,711,374
Total assets, end of year
$153,762,094
Total liabilities, end of year
$0
Net assets, end of year
$153,762,094
Fair market value of assets
$177,554,086
Qualifying distributions
$8,649,731
Net investment income
$7,694,213

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.

NameTitleHours / weekCompensation
PETER M O'NEILL
1 ROCKEFELLER PLAZA ROOM 500, NEW YORK, NY 10020
TRUSTEE1$0
GEORGE D O'NEILL JR
1 ROCKEFELLER PLAZA ROOM 500, NEW YORK, NY 10020
TRUSTEE1$0
ABBY O CAULKINS
1 ROCKEFELLER PLAZA ROOM 500, NEW YORK, NY 10020
TRUSTEE1$0
DAVID M O'NEILL
1 ROCKEFELLER PLAZA ROOM 500, NEW YORK, NY 10020
TRUSTEE1$0
CATHARINE BRODERICK
1 ROCKEFELLER PLAZA ROOM 500, NEW YORK, NY 10020
TRUSTEE1$0
WENDY H O'NEILL
1 ROCKEFELLER PLAZA ROOM 500, NEW YORK, NY 10020
TRUSTEE1$0
KRISTEN O'NEILL
1 ROCKEFELLER PLAZA ROOM 500, NEW YORK, NY 10020
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 5016, NEW YORK, NY 10185-5016
In care of
% ROCKEFELLER CAPITAL MANAGEME
Signed the 990-PF
PETER O'NEILL, OFFICER
Phone
(212) 549-5544
Return prepared by
SPRING STREET TAX RESOURCES

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-6363482
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$153,762,094
Income (IRS master file)
$31,481,340

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$66,826,942$6,319,592$155,711,374IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about ONEILL FAMILY CHARITABLE TR

What is the EIN of ONEILL FAMILY CHARITABLE TR?
The employer identification number (EIN) of ONEILL FAMILY CHARITABLE TR is 45-6363482.
Is ONEILL FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to ONEILL FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ONEILL FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ONEILL FAMILY CHARITABLE TR 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 ONEILL FAMILY CHARITABLE TR 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 ONEILL FAMILY CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does ONEILL FAMILY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,704,759, expenses of $9,731,126 and total assets of $153,762,094 at year end.

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