Nonprofit · EIN 85-6809278
PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20
Also known as MARY B ONEIL TTEE
Tax-exempt · BONITA SPGS, FL 34135
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $57,329 | $176,843 | -$119,514 | $2,368,148 | $0 | $2,368,148 |
| December 31, 2024 | 990-PF | $244,861 | $311,676 | -$66,815 | $2,415,857 | $0 | $2,415,857 |
| December 31, 2023 | 990-PF | $338,455 | $242,442 | $96,013 | $2,336,142 | $0 | $2,336,142 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $73,611
- Net gain from sales of assets
- -$16,282
Expenses
- Grants and similar amounts paid
- $124,408
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $127,943
- Excise tax on investment income
- $410
Balance sheet and other
- Total assets, start of year
- $2,415,857
- Total assets, end of year
- $2,368,148
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,368,148
- Fair market value of assets
- $7,226,366
- Qualifying distributions
- $127,943
- Net investment income
- $73,611
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY B O'NEIL 26200 CLARKSTON DRIVE UNIT 21206, BONITA SPRINGS, FL 34135 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY B O'NEIL 26200 CLARKSTON DRIVE UNIT 21206, BONITA SPRINGS, FL 34135 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY B O'NEIL 26200 CLARKSTON DRIVE UNIT 21206, BONITA SPRINGS, FL 34135 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 26200 CLARKSTON DR UNIT 21206, BONITA SPGS, FL 34135-3339
- Signed the 990-PF
- MARY B O'NEIL, TRUSTEE
- Phone
- (312) 531-6370
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
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 | 990-PF 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
- 85-6809278
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,368,148
- Income (IRS master file)
- $413,727
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $57,329 | $176,843 | $2,368,148 | IRS |
| 990-PF | December 2024 | $244,861 | $311,676 | $2,415,857 | XML |
| 990-PF | December 2023 | $338,455 | $242,442 | $2,336,142 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 85-6809278).
Questions about PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20
- What is the EIN of PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20?
- The employer identification number (EIN) of PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20 is 85-6809278.
- Is PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does PATRICK A AND MARY B ONEIL FOUNDATION U-A-D 12-17-20 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $57,329, expenses of $176,843 and total assets of $2,368,148 at year end.
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All nonprofits in BONITA SPGS · Florida · Philanthropy, voluntarism and grantmaking foundations