2024-05-13T15:59:47-04:00 2023-12-31 631262841 ANGLIN REICHMANN ARMSTRONG PC 305 QUALITY CIRCLE HUNTSVILLE AL 358065539 990PF 2023-01-01 262553106 THE O'NEILL FAMILY FOUNDATION ONEI 853 CARNELLIAN LANE PEACHTREE CITY GA 302696930 KEVIN J O'NEILL DIRECTOR 2024-05-09 true KEVIN ONEILL XXX-XX-XXXX true REBECCA E GIVENS CPA P01982615 2565331040 2024-05-09 2023 2023-04-26 12:10:37Z X 1435262 X X 91 91 29357 26281 -66182 256326 21262 -391 -37125 47634 4263 4263 6510 6510 10773 10773 0 68225 68225 78998 10773 68225 -116123 36861 4381 28713 28713 596311 577731 1094217 437232 315357 312332 1037924 921801 1435262 0 X 1037924 921801 1037924 921801 1037924 921801 1037924 -116123 921801 921801 21262 512 512 512 580 580 68 68 false false false false false false false true true MI GA true false false false false true N/A KEVIN J O'NEILL 4049759826 853 CARNELLIAN LANE PEACHTREE CITY GA 302696930 false false false false false false false false false false false false false false false false false false false false KEVIN J O'NEILL 853 CARNELLIAN LANE PEACHTREE CITY GA 302696930 DIRECTOR 000.00 0 0 0 JANIE L O'NEILL 853 CARNELLIAN LANE PEACHTREE CITY GA 302696930 DIRECTOR 000.00 0 0 0 KELLY O'NEILL CARNEY 344 TWIGGS CORNER PEACHTREE CITY GA 302691694 DIRECTOR 000.00 0 0 0 NONE NONE N/A 1233700 32966 0 1266666 1266666 19000 1247666 62383 62383 512 512 61871 61871 61871 68225 68225 61871 19367 1268 20635 68225 61871 6354 26989 0 19367 7622 1268 6354 KEVIN O'NEILL 853 CARNELLIAN LANE PEACHTREE CITY GA 302696930 4049759826 NONE NONE NONE A WOMANS CHOICE 1234 LIME ST LAKELAND FL 33801 SERVICE ORGANIZATION 500 ALPHA HOUSE OF PINELLAS COUNTY 701 FIFTH AVENUE N ST PETERSBURG FL 33701 N/A PC FURTHER PURPOSES OF ORGANIZATION 1500 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 N/A PC FURTHER PURPOSES OF ORGANIZATION 2000 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 200065310 N/A PC FURTHER PURPOSES OF ORGANIZATION 100 AQUINAS COLLEGE 1700 FULTON ST E GRAND RAPIDS MI 495061801 N/A PC FURTHER PURPOSES OF ORGANIZATION 5000 ARCHBISHOPS ANNUAL APPEAL 2401 LAKE PARK DR SE SMYRNA GA 30080 FURTER PURPOSES OF ORGANIZATION 8000 ATLANTA UNION MISSION CORPORATION 2353 BOLTON RD NW ATLANTA GA 303181230 N/A PC FURTHER PURPOSES OF ORGANIZATION 100 BLOOM OUR YOUTH INC 150 MARQUIS DR FAYETTEVILLE GA 302141565 N/A PC FURTHER PURPOSES OF ORGANIZATION 3000 BROTHERHOOD OF HOPE PO BOX 17361 SMITHFIELD RI 02917 FURTHER PURPOSES OF ORGANIZATION 300 CAMP TWIN LAKES 1100 SPRING ST NW ATLANTA GA 30309 N/A PC FURTHER PURPOSES OF ORGANIZATION 4000 CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION INC 3395 NE EXPRESSWAY NE STE 100 ATLANTA GA 303414011 N/A PC FURTHER PURPOSES OF ORGANIZATION 5000 CHRISTIAN APPALACHIAN PROJECT 485 PONDEROSA DRIVE PAINTSVILLE KY 41240 FURTHER PURPOSES OF ORGANIZATION 100 COVENANT HOUSE 41 8TH AVE NEW YORK NY 100011810 N/A PC FURTHER PURPOSES OF ORGANIZATION 1000 DRS WITHOUT BORDERS 40 RECTOR ST FL 16 NEW YORK NY 100061751 N/A PC FURTHER PURPOSES OF ORGANIZATION 500 ERIE HIGH SCHOOL EDUCATION FOUNDATION PO BOX 741 ERIE CO 805160741 N/A PC FURTHER PURPOSES OF ORGANIZATION 1000 FINCA INTERNATIONAL 1201 15TH ST NW FL 8 WASHINGTON DC 200052899 N/A PC FURTHER PURPOSES OF ORGANIZATION 100 HAYDEN HURST FOUNDATION 3663 AIRLIE LN JACKSONVILLE FL 322173570 N/A PC FURTHER PURPOSES OF ORGANIZATION 1500 HOLY TRINITY CATHOLIC CHURCH 101 WALT BANKS ROAD PEACHTREE GA 30269 N/A PC FURTHER PURPOSES OF ORGANIZATION 7000 LIBERTY TECH CHARTER SCHOOL 119 PRICE RD BROOKS GA 302051812 N/A PC FURTHER PURPOSES OF ORGANIZATION 500 MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 FURTHER RESEARCH 100 MAKE-A-WISH FOUNDATION INTL PO BOX 97104 WASHINGTON DC 200907104 N/A PC FURTHER PURPOSES OF ORGANIZATION 500 MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION INC PO BOX 49 ANNANDALE VA 220030049 N/A PC FURTHER PURPOSES OF ORGANIZATION 100 MSAA 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 FURTHER RESEARCH 100 OPERATION HOMEFRONT 1355 CENTRAL PARKWAY S STE 100 ANTONIO TX 78232 FURTHER PURPOSES OF ORGANIZATION 100 PRESBYTERIAN COLLEGE 503 S BROAD ST CLINTON SC 293252998 N/A PC FURTHER PURPOSES OF ORGANIZATION 1000 POPE FRANCIS SCHOOL & HEALTH CENTER PO BOX 11732 NAPLES FL 341011732 FURTHER PURPOSES OF ORGANIZATION 100 THE SALVATION ARMY 670 JEFFERSON ST NEWNAN GA 302636705 N/A PC FURTHER PURPOSES OF ORGANIZATION 1000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DR TRIANGLE VA 221721776 N/A PC FURTHER PURPOSES OF ORGANIZATION 200 TUNNELL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 FURTHER PURPOSES OF ORGANIZATION 8000 UPPER PINELLAS PREGNANCY SUPPORT SERVICES 715 EAST ORANGE STREET TARPON SPRINGS FL 34689 N/A PC FURTHER PURPOSES OF ORGANIZATION 1500 WARRIORS REFUGE 212 VETERANS PARK DRIVE WEST COLUMBIA TX 77486 N/A PC FURTHER PURPOSES OF ORGANIZATION 1000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD STE 300 JACKSONVILLE FL 32256 N/A PC FURTHER PURPOSES OF ORGANIZATION 100 YOUTH SPARK 395 PRYOR ST SW STE 2117 ATLANTA GA 30312 N/A PC FURTHER PURPOSES OF ORGANIZATION 1500 EMPTY STOCKING FUND 693 HUMPHRIES ST SW ATLANTA GA 30310 FURTHER PURPOSES OF ORGANIZATION 100 UNIVERSITY OF COLORADO CAPS MENTAL HEALTH ASSISTANCE FUND 1800 GRANT ST SUITE 725 DENVER CO 80203 FURTHER PURPOSES OF ORGANIZATION 1000 ST JUDES 501 ST JUDE PLACE MEMPHIS TN 38105 FURTHER PURPOSES OF ORGANIZATION 2500 BOYS AND GIRLS CLUB OF AMERICA 1275 PEACHTREE ST NE ATLANTA GA 30309 FURTHER PURPOSES OF ORGANIZATION 100 SPECIAL OLYMPICS OF GA 6046 FINANCIAL DR NORCROSS GA 30071 FURTHER PURPOSES OF ORGANIZATION 100 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 FURTHER PURPOSES OF ORGANIZATION 125 CATHOLIC RELIEF SERVICES 228 W LEXINGTON STREET BALTIMORE MD 212013443 FURTHER PURPOSES OF ORGANIZATION 100 PARKINSONS FOUNDATION 200 SE 1ST STREET STE 800 MIAMI FL 33131 FURTHER PURPOSES OF ORGANIZATION 100 FEED THE CHILDREN 333 N MERIDIAN AVE OKLAHOMA CITY OK 73107 FURTHER PURPOSES OF ORGANIZATION 100 ALZHEIMERS ASSOCIATION 420 CHURCH ST NW HUNTSVILLE AL 35801 FURTHER PURPOSES OF ORGANIZATION 100 NO KID HUNGRY 1030 15TH STREET NW STE 1100W WASHINGTON DC 20005 FURTHER PURPOSES OF ORGANIZATION 100 ALS ASSOCIATION 3313 MEMORIAL PKWY SW HUNTSVILLE AL 35801 FURTHER PURPOSE OF ORGANIZATION 100 OPERATION SMILE 3641 FACULTY BLVD VIRGINA BEACH VA 23453 FURTHER PURPOSE OF ORGANIZATION 100 OCONEE THERAPEUTIC RIDING PROGRAM 1391 JERUSALEM RD WATKINSVILLE GA 30677 FURTHER PURPOSES OF ORGANIZATION 1500 ST MATTHEWS CATHOLIC CHURCH 1991 OVERLOOK DR WINTER HAVEN FL 33884 FURTHER PURPOSE OF ORGANIZATION 2000 MIDWEST FOOD BANK 220 PARKADE COURT PEACHTREE CITY GA 30269 FURTHER PURPOSE OF ORGANIZATION 1500 AMERICAN CANCER SOCIETY 2745 BOB WALLACE AVE SW STE A HUNTSVILLE AL 358054177 FURTHER PURPOSES OF ORGANIZATION 100 JOHN 21 COMMUNITY BREAKFAST ST PATRICKS CHURCH 7 EAST ST WHITINSVILLE MA 01588 FURTHER PURPOSES OF ORGANIZATION 1000 HARMED ACADEMY 175 WEST PARK LOOP RD HUNTSVILLE AL 35806 FURTHER PURPOSES OF ORGANIZATION 1000 68225 91 29357 -66182 INCOME RECOGNITION TIMING D -391 -37125 -37125 4 DIVIDENDS WILL BE ADDED TO THE CORPUS OF THE TRUST SO THAT MONIES CAN BE GIVEN TO CHARITIES ACCORDING TO THE PURPOSE OF THE FOUNDATION 8 CAPITAL GAINS WILL BE ADDED TO THE CORPUS OF THE TRUST SO THAT MONIES CAN BE GIVEN TO CHARITIES ACCORDING TO THE PURPOSE OF THE FOUNDATION false false false false false false false false false false INDIRECT ACCOUNTING FEES 4263 4263 DOMINION ENERGY INC 2020-01 PURCHASE 2023-06 65916 105175 -39259 ISHARES PREFERRED & INCOME SEC ETF 2020-02 PURCHASE 2023-07 76189 97082 -20893 INVESCO PREFERRED ETF 2020-02 PURCHASE 2023-07 55951 76955 -21004 KYNDRYL HOLDINGS INCORP REGISTERED 2020-02 PURCHASE 2023-01 1586 4804 -3218 SOUTHERN COMPANY 2020-02 PURCHASE 2023-02 35422 38492 -3070 DIGITAL REALTY TR INC 102360 107664 DOMINION ENERGY INC DUKE ENERGY CORP NEW 92435 87336 INTL BUSINESS MACHINES 96461 106308 KYNDRYL HOLDINGS INC MICROSOFT CORP 70849 75208 NVIDIA 59932 61903 SOUTHERN COMPANY 27994 28048 UNIVERSAL FOREST PRODUCTS 127700 627750 MF-CALAMOS STRAT TOT RETURN AT COST 115410 118960 MF-EATON VANCE TAX-MAN DIVERSIFIED AT COST 119304 125557 MF-INVESCO PREFERRED ETF AT COST MF-ISHARES PREFERRED AT COST MF-EATON VANCE TAX-MAN BUY RITE AT COST 80643 67815 EXPENSES MERRILL LYNCH FEES 89 89 TRADING FEES 6421 6421 INCOME RECOGNITION TIMING DIF -391