The Bill and Kathy O'Neill
The Bill and Kathy O'Neill is a private foundation based in Hunting Valley, Ohio. In filing year 2024, it reported 19 grants totaling $162,500, including support for charitable organizations in Ohio and Washington, DC.
Key facts about The Bill and Kathy O'Neill
In short: The Bill and Kathy O'Neill gave $163K across 19 grants in 2024 (avg $9K), mostly in Ohio. 44% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 46-4251139
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $162,500
- Grants made (2024)
- 19
- Average grant
- $8,553
- Median grant
- $5,000
- New grantees (estimate)
- 44% first-time grantees (8 of 18, 2024; small sample)
- Total assets
- $3,611,234
- Primary geography
- Ohio (91% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+5.7% YoY
Annual Giving
$163K
+4.8% YoY
Grant Count
19
+137.5% YoY
Avg Grant Size
$9K
-55.9% YoY
Under IRS private-foundation payout rules, The Bill and Kathy O'Neill reported a distributable amount of $174K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Bill and Kathy O'Neill open to new grantees?
44%
first-time grantees, 2024
In 2024, 8 of 18 grantees (44%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $5K; repeat grants $12K. How we count
Medians: $5K first-time, $10K repeat.
- 22% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−20%). Method
- In 2024 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include support for arts and cultural, educational, health, social-service, environmental, and policy organizations. These descriptions reflect the grantees’ missions, not a stated foundation mission. For example, the Cleveland Museum of Art describes its role as both a comprehensive art museum and a civic and cultural institution; the Cleveland Museum of Natural History says it aims to inspire nature protection and support a sustainable future; and Hawken School says it prepares students to navigate a complex world.
Grantmaking
In 2024, the foundation made 19 grants totaling $162,500. Grants ranged from $500 to $25,000, with a median grant of $5,000. The Cleveland Museum of Art received two grants of $25,000 each, listed for a campaign and a capital campaign. Other notable grants included $15,000 to University Hospitals for its general fund; $10,000 each to Catholic Charities, Musical Arts Association, Hunting Valley Foundation, Gilmour Academy, American Foreign Policy Council, and the Cleveland Museum of Natural History; and $5,000 to Citizens for Responsible Federal Budget.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Bill and Kathy O'Neill?
Geographic Focus
Where this funder awards grants
In 2024, 91% of grant dollars went to recipients in Ohio and 9% to recipients in Washington, DC.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $133K (2020) to $203K (2021). In 2024 it made 19 grants totaling $163K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Cleveland Museum of Art ($50K across 2 grants). Together the top 10 received $135K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 56 grants of 61 (92%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cleveland Museum of Art Cleveland, OH | Campaign | $25,000 |
| Cleveland Museum of Art Cleveland, OH | Capital Campaign | $25,000 |
| University Hospitals Cleveland, OH | General Fund | $15,000 |
| Catholic Charities Cleveland, OH | Annual Appeal | $10,000 |
| Musical Arts Assoc Clevleand, OH | General Fund | $10,000 |
| Hunting Valley Foundation Hunting Valley, OH | General Fund | $10,000 |
| Gilmour Academy Gates Mills, OH | Annual Appeal | $10,000 |
| American Foreign Policy Council Washington, DC | General Fund | $10,000 |
| Cleveland Museum of Natural History Cleveland, OH | Capial Campaign | $10,000 |
| Citizens for Responsible Fed Budget Washington, DC | General Fund | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $3,611,234 | $399,006 | $215,657 | $162,500 | 19 |
| 2023 | $3,417,672 | -$67,088 | $199,534 | $155,000 | 8 |
| 2022 | $3,034,408 | $62,694 | $237,412 | $183,000 | 16 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,611,234 | $3,417,672 | $3,034,408 |
| Revenue | $399,006 | $-67,088 | $62,694 |
| Expenses | $215,657 | $199,534 | $237,412 |
| Qualifying Distributions | $168,746 | $161,200 | $189,200 |
| Net Investment Income | $356,196 | $4,830 | $22,568 |
| Distributable Amount | $173,862 | $156,611 | $164,659 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists William J. O'Neill Jr. as president, Katherine T. O'Neill as vice preside, Douglas J. Smorag as treasurer, and Alice M. Saxa as secretary.
The Bill and Kathy O'Neill is led by William J. O'Neill Jr., President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
William J. O'Neill Jr.
President
On filings since 2020
2 hrs/week
No compensation reported
Alice M. Saxa
Secretary
On filings since 2020
1 hr/week
No compensation reported
Douglas J. Smorag
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Katherine T. O'Neill
Vice President
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 38155 South Woodland Road, Hunting Valley, OH 44022
Phone: (216) 831-4105
Frequently asked questions about The Bill and Kathy O'Neill
How much does The Bill and Kathy O'Neill give each year?
The Bill and Kathy O'Neill gave $163K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $155K across 8 grants.
What is The Bill and Kathy O'Neill's typical grant size?
The Bill and Kathy O'Neill's median grant in 2024 was $5,000, and its average grant was $8,553, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Bill and Kathy O'Neill that year got $5K on average.
Where does The Bill and Kathy O'Neill give grants?
The Bill and Kathy O'Neill gives mostly in Ohio: 91% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (9%). The most frequent recipient cities were Cleveland, OH (6 grants), Washington, DC (2 grants) and Clevleand, OH (2 grants).
Does The Bill and Kathy O'Neill give general operating support?
Yes: 68% of The Bill and Kathy O'Neill's 2024 grants with a stated purpose (13 of 19) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Annual Appeal" (3 grants).
Who are The Bill and Kathy O'Neill's largest grantees?
The Bill and Kathy O'Neill's largest 2024 grantees include Cleveland Museum of Art ($50,000 across 2 grants), University Hospitals ($15,000) and Catholic Charities ($10,000), according to its 2024 IRS Form 990-PF. Together they received 46% of its itemized 2024 grant dollars.
How large is The Bill and Kathy O'Neill?
The Bill and Kathy O'Neill reported $3.6M in total assets on its 2024 IRS Form 990-PF. It paid out $169K in qualifying distributions that year, against a required minimum of $174K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Bill and Kathy O'Neill fund?
No mission statement for the foundation is provided. Its 2024 grants include support for arts and cultural, educational, health, social-service, environmental, and policy organizations. These descriptions reflect the grantees’ missions, not a stated foundation mission. See mission & focus areas ↑
How do I apply for a grant from The Bill and Kathy O'Neill?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Bill and Kathy O'Neill's EIN?
The Bill and Kathy O'Neill's EIN (Employer Identification Number) is 46-4251139. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Bill and Kathy O'Neill accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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