William F O'Neill Charitable Trust
The William F O'Neill Charitable Trust is a private foundation based in Dallas, Texas. Its 2026 filing reports grants to charitable organizations including hospitals, health organizations, and scouting organizations.
Key facts about William F O'Neill Charitable Trust
In short: William F O'Neill Charitable Trust gave $48K across 10 grants in 2026 (avg $5K), mostly in Florida. 0% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 30-6348609
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $48,468
- Grants made (2026)
- 10
- Average grant
- $4,847
- Median grant
- $4,333
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2026)
- Total assets
- $1,365,400
- Primary geography
- Florida (63% of itemized 2026 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2026; updated September 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 2026 IRS Form 990-PF · View filing
Total Assets
$1.4M
+5.8% YoY
Annual Giving
$48K
-51.3% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$5K
-51.3% YoY
Under IRS private-foundation payout rules, William F O'Neill Charitable Trust reported a distributable amount of $77K for 2026 — the minimum it must pay out in qualifying distributions.
Is William F O'Neill Charitable Trust open to new grantees?
0%
first-time grantees, 2026
In 2026, 0 of 10 grantees (0%) were first-time recipients. How we count
- 100% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (−13%). Method
- In 2026 it paid out 86% 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 (2020–2026). 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 trust is provided. Its 2026 grants included support for Shriners' Hospitals for Children and the American Heart Association. Shriners Children's describes its mission as providing compassionate, high-quality care to improve children's lives in a family-centered and collaborative environment. The American Heart Association describes its mission as being a relentless force for a world of longer, healthier lives. These are the grantees' stated missions, not the trust's.
Grantmaking
In 2026, the trust reported 10 grants totaling $48,468. Grants ranged from $2,568 to $12,838, with a median of $4,333. The largest grants included Shriners' Hospitals for Children in Tampa, Florida ($12,838); the American Cancer Society in Oklahoma City, Oklahoma ($5,136); the American Heart Association in Dallas, Texas ($5,136); the Henry M. Jackson Foundation in Seattle, Washington ($5,136); and PARC–Pinellas Association of Retarded Children in St. Petersburg, Florida ($4,814). Other reported recipients were Girl Scouts of Western Central Florida ($3,852), Boy Scouts of America ($3,852), Western PA School for Blind Children ($2,568), All Children's Hospital ($2,568), and St. Anthony's Hospital Health Care ($2,568). The filing lists each grant's purpose as unrestricted general.
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Geographic Focus
Where this funder awards grants
The 2026 filing allocates grant dollars among recipients in Florida (63%), Oklahoma (11%), Texas (11%), Washington (11%), and Pennsylvania (5%).
Grant Distribution by State
Share of 2026 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $48K (2024) to $99K (2025). In 2026 it made 10 grants totaling $48K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Shriners' Hospitals for Children ($13K). Together the top 10 received $48K.
Grant Size Distribution
52 grants across all recorded years
The most common grant size was under $50K: 52 grants of 52 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners' Hospitals for Children Tampa, FL | Unrestricted General | $12,838 |
| American Cancer Society Inc Oklahoma City, OK | Unrestricted General | $5,136 |
| American Heart Association Inc Dallas, TX | Unrestricted General | $5,136 |
| Henry M Jackson Foundation Seattle, WA | Unrestricted General | $5,136 |
| Parc -Pinellas Assn of Retarded Children St Petersburg, FL | Unrestricted General | $4,814 |
| Girl Scouts of Western Central Florida Tampa, FL | Unrestricted General | $3,852 |
| Boy Scouts of America Irving, FL | Unrestricted General | $3,852 |
| Western Pa School for Blind Children Pittsburgh, PA | Unrestricted General | $2,568 |
| All Children's Hospital St Petersburg, FL | Unrestricted General | $2,568 |
| St Anthony's Hospitalhealth Care St Petersburg, FL | Unrestricted General | $2,568 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2026 | $1,365,400 | $206,443 | $85,334 | $48,468 (10 grants) |
| 2025 | $1,290,876 | $134,787 | $125,051 | $99,426 (10 grants) |
| 2024 | $1,279,184 | $36,427 | $70,325 | $47,815 (10 grants) |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,365,400 | $1,290,876 | $1,279,184 |
| Revenue | $206,443 | $134,787 | $36,427 |
| Expenses | $85,334 | $125,051 | $70,325 |
| Qualifying Distributions | $66,857 | $108,507 | $56,117 |
| Net Investment Income | $189,931 | $117,768 | $18,845 |
| Distributable Amount | $77,463 | $74,289 | $68,554 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Bank of America as trustee.
William F O'Neill Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$23K (2022) → $23K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $23K, to Bank of America (Trustee).
Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Frequently asked questions about William F O'Neill Charitable Trust
How much does William F O'Neill Charitable Trust give each year?
William F O'Neill Charitable Trust gave $48K across 10 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $99K across 10 grants.
What is William F O'Neill Charitable Trust's typical grant size?
William F O'Neill Charitable Trust's median grant in 2026 was $4,333, and its average grant was $4,847, across 10 grants on its 2026 IRS Form 990-PF.
Where does William F O'Neill Charitable Trust give grants?
William F O'Neill Charitable Trust gives mostly in Florida: 63% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (11%) and Texas (11%). The most frequent recipient cities were St Petersburg, FL (3 grants) and Tampa, FL (2 grants).
Does William F O'Neill Charitable Trust give general operating support?
Yes: 100% of William F O'Neill Charitable Trust's 2026 grants with a stated purpose (10 of 10) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are William F O'Neill Charitable Trust's largest grantees?
William F O'Neill Charitable Trust's largest 2026 grantees include Shriners' Hospitals for Children ($12,838), American Cancer Society Inc ($5,136) and American Heart Association Inc ($5,136), according to its 2026 IRS Form 990-PF. Together they received 48% of its itemized 2026 grant dollars.
How large is William F O'Neill Charitable Trust?
William F O'Neill Charitable Trust reported $1.4M in total assets on its 2026 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $77K (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 William F O'Neill Charitable Trust fund?
No mission statement for the trust is provided. Its 2026 grants included support for Shriners' Hospitals for Children and the American Heart Association. See mission & focus areas ↑
How do I apply for a grant from William F O'Neill Charitable Trust?
The foundation states that it 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 William F O'Neill Charitable Trust's EIN?
William F O'Neill Charitable Trust's EIN (Employer Identification Number) is 30-6348609. IRS Form 990 filing data is available on this page for 2020–2026.
Does William F O'Neill Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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