Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
O'Sullivan Family Charitable Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)P O Box 590005
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Birmingham, AL352590005
A Employer identification number

20-1882904
B Telephone number (see instructions)

(205) 803-4300
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,441,998J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 43,748 43,748  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 74,995
b Gross sales price for all assets on line 6a 984,858
7 Capital gain net income (from Part IV, line 2)... 74,995
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 118,743 118,743  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,000 750   2,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,125 781   2,344
b Accounting fees (attach schedule)....... Click to see attachment 10,652 2,663   7,989
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,850 4,850   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,512 31,797   715
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,139 40,841   13,298
25 Contributions, gifts, grants paid....... 245,000 245,000
26 Total expenses and disbursements. Add lines 24 and 25 299,139 40,841   258,298
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -180,396
b Net investment income (if negative, enter -0-) 77,902
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,055 9,317 9,317
2 Savings and temporary cash investments......... 2,073,380 1,814,930 1,814,930
3 Accounts receivable bullet3,365
Less: allowance for doubtful accounts bullet   320 3,365 3,365
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,996,977 Click to see attachment2,065,724 2,614,386
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,073,732 3,893,336 4,441,998
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 4,073,732 3,893,336
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 4,073,732 3,893,336
31 Total liabilities and net assets/fund balances (see instructions). 4,073,732 3,893,336
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,073,732
2
Enter amount from Part I, line 27a .....................
2
-180,396
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,893,336
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,893,336
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 219 Williams Partners L P   2013-02-22 2015-06-24
b 28 Williams Partners L P   2013-03-27 2015-06-24
c 17 Williams Partners L P   2013-12-04 2015-06-24
d 0.318 Access Midstream Partners L P Unit   2013-12-04 2015-02-02
e 126 Williams Partners L P   2013-02-22 2015-06-24
0.275 Access Midstream Partners L P Unit   2013-02-22 2015-02-11
15 Williams Partners L P   2013-03-05 2015-06-24
290 Boardwalk Pipeline Partners LP Com Unit Ltd   2013-02-22 2015-06-24
142 Buckeye Partners LP Units Ltd   2013-02-22 2015-06-24
338 Centerpoint Energy Inc   2014-11-28 2015-06-24
96 Cone Midstream Parnters LP   2015-05-28 2015-06-24
63 DCP Midstream Parnters LP   2014-12-31 2015-06-24
31 Delek Logistics Partners LP Ltd   2014-03-07 2015-06-24
3 Delek Logistics Partners LP Ltd   2014-05-16 2015-06-24
49 Delek Logistics Partners LP Ltd   2014-11-25 2015-06-24
430 Enlink Midstream Partners LP   2013-02-22 2015-06-24
291 Enbridge Energy Partners L P   2013-02-26 2015-06-24
22 Enbridge Energy Partners L P   2013-09-10 2015-06-24
39 Enbridge Energy Partners L P   2013-11-19 2015-06-24
157 Energy Transfer Parnters LP Unit Ltd   2013-03-05 2015-06-24
22 Energy Transfer Parnters LP Unit Ltd   2013-07-02 2015-06-24
34.724 Energy Transfer Parnters LP Unit Ltd   2013-02-22 2015-06-24
12.815 Energy Transfer Parnters LP Unit Ltd   2013-06-24 2015-06-24
162.461 Energy Transfer Parnters LP Unit Ltd   2014-03-24 2015-06-24
47 Energy Transfer Equity L P   2014-02-21 2015-06-24
272 Enterprise Products Partners LP   2013-02-22 2015-06-24
173 Genesis Energy LP Units Ltd   2013-02-22 2015-06-24
11 Genesis Energy LP Units Ltd   2013-05-29 2015-06-24
26 Genesis Energy LP Units Ltd   2014-09-23 2015-06-24
16 Genesis Energy LP Units Ltd   2015-04-30 2015-06-24
90 Holly Energy Partners L P Unit Repstg Limited Interest   2013-03-14 2015-06-24
18 Holly Energy Partners L P Unit Repstg Limited Interest   2013-03-19 2015-06-24
18 Holly Energy Partners L P Unit Repstg Limited Interest   2013-05-29 2015-06-24
87 Holly Energy Partners L P Unit Repstg Limited Interest   2013-07-02 2015-06-24
25 Holly Energy Partners L P Unit Repstg Limited Interest   2013-08-23 2015-06-24
192 Kinder Morgan Inc   2014-12-03 2015-06-24
148 Magellan Midstream Partners LP Unit Repstg Ltd   2013-03-05 2015-06-24
135 Markwest Energy Partners L P Unit Ltd   2013-02-26 2015-06-24
58 Azure Midstream Parnters LP   2014-03-07 2015-06-24
59 Martin Midstream Partners L P   2013-02-22 2015-06-24
15 Martin Midstream Partners L P   2013-05-29 2015-06-24
9 Martin Midstream Partners L P   2013-12-11 2015-06-24
44 Martin Midstream Partners L P   2014-06-24 2015-06-24
130 Oneok Partners L P Unit Ltd   2013-02-25 2015-06-24
16 Oneok Partners L P Unit Ltd   2013-02-26 2015-06-24
11 Oneok Partners L P Unit Ltd   2013-08-07 2015-06-24
137 Plains All American Pipeline L P Unit Ltd   2013-03-05 2015-06-24
17 Plains All American Pipeline L P Unit Ltd   2013-08-28 2015-06-24
242 PPL Corporation   2013-03-05 2015-06-24
39 Rose Rock Midstream LP   2015-06-04 2015-06-24
171 Southern Co   2013-02-22 2015-06-24
210 Spectra Energy Partners LP   2013-02-22 2015-06-24
13 Spectra Energy Partners LP   2013-04-03 2015-06-24
126 Summit Midstream Partners L P Com Unit Ltd   2013-02-22 2015-06-24
20 Summit Midstream Partners L P Com Unit Ltd   2014-09-04 2015-06-24
218 Sunoco Logistics Partners LP Com Units   2013-03-05 2015-06-24
42 Sunoco Logistics Partners LP Com Units   2013-03-15 2015-06-24
30 Talen Energy Corporation   2013-03-05 2015-06-24
0.227 Talen Energy Corporation   2013-03-05 2015-06-24
186 Targa Resources Partners LP Unit Ltd   2013-02-22 2015-06-24
130 Tesoro Logistics LP   2014-10-21 2015-06-24
234 Vectren Corp   2013-02-22 2015-06-24
108 Hospira Inc   2015-02-04 2015-04-09
64 Johnson & Johnson   2014-03-11 2015-02-18
157 Mallinckrodt PLC   2014-08-14 2015-07-29
55 Pharmacyclics Inc   2014-08-22 2015-01-05
35 Praxair Inc   2014-03-11 2015-02-12
21 Precision Castparts Corp   2014-03-11 2015-02-02
86 Akorn Inc   2012-12-19 2015-12-22
52 Akorn Inc   2013-01-25 2015-12-22
88 Celgene Corp   2012-12-14 2015-03-02
26 Celgene Corp   2012-12-19 2015-03-02
11 Celgene Corp   2013-01-25 2015-03-02
87 EMC Corp-Mass   2012-12-14 2015-04-09
31 EMC Corp-Mass   2012-12-14 2015-04-09
61 EMC Corp-Mass   2013-01-25 2015-04-09
112 EMC Corp-Mass   2014-03-11 2015-04-09
42 Gilead Sciences Inc   2012-12-14 2015-07-27
32 Gilead Sciences Inc   2013-01-25 2015-07-27
0.033 Google Inc Cl C   2012-12-14 2015-05-04
81 Gulfport Energy Corp Com New   2013-08-07 2015-07-27
50 Gulfport Energy Corp Com New   2014-03-11 2015-07-27
54 Johnson & Johnson   2012-12-14 2015-02-04
25 Johnson & Johnson   2013-01-25 2015-02-04
2 Johnson & Johnson   2013-01-25 2015-02-18
20 Johnson & Johnson   2013-05-02 2015-02-18
8 Mallinckrodt PLC   2014-08-14 2015-09-02
92 Mallinckrodt PLC   2014-08-28 2015-09-02
24 Mead Johnson Nutrition Company   2012-12-14 2015-07-16
25 Mead Johnson Nutrition Company   2012-12-14 2015-07-16
25 Mead Johnson Nutrition Company   2013-01-25 2015-07-16
46 Mead Johnson Nutrition Company   2014-03-11 2015-07-16
51 Michael Kors Hldgs Ltd   2013-08-02 2015-07-17
31 Michael Kors Hldgs Ltd   2014-03-11 2015-07-17
39 O Reilly Automotive Inc   2012-12-14 2015-10-23
1 O Reilly Automotive Inc   2013-01-25 2015-10-23
17 Praxair Inc   2012-12-14 2015-02-12
19 Praxair Inc   2012-12-14 2015-02-12
19 Praxair Inc   2013-01-25 2015-02-12
22 Precision Castparts Corp   2012-12-14 2015-02-02
11 Precision Castparts Corp   2013-01-25 2015-02-02
14 Qualcomm Inc   2012-12-14 2015-09-11
65 Qualcomm Inc   2012-12-14 2015-09-11
42 Qualcomm Inc   2013-01-25 2015-09-11
74 Qualcomm Inc   2014-03-11 2015-09-11
12 Schlumberger Ltd   2012-12-14 2015-07-27
34 Schlumberger Ltd   2012-12-14 2015-07-27
23 Schlumberger Ltd   2013-01-25 2015-07-27
2 Schlumberger Ltd   2013-01-25 2015-10-23
43 Schlumberger Ltd   2014-03-11 2015-10-23
500 Cisco Systems Inc   2015-03-27 2015-11-13
750 Cree Inc   2015-03-27 2015-11-13
500 Cree Inc   2015-08-24 2015-11-13
50 Horizon Pharma PLC   2014-11-14 2015-03-27
500 Stage Stores Inc   2015-03-27 2015-08-24
100 American Airlines Group Inc   2013-08-23 2015-11-13
100 Boeing Co   2012-12-14 2015-03-27
500 Delta Air Lines Inc Del   2013-03-19 2015-03-27
750 Gogo Inc   2013-09-24 2015-08-24
0.745 Hercules Offshore Inc   2014-11-04 2015-11-10
16 Hercules Offshore Inc   2014-11-04 2015-11-13
300 Kirby Corp   2012-12-14 2015-03-27
100 Lockheed Martin Corp   2013-05-07 2015-08-24
50 Lockheed Martin Corp   2013-05-07 2015-11-13
350 Nationstar Mortgage Holdings   2013-04-12 2015-03-27
325 Nationstar Mortgage Holdings   2013-11-13 2015-03-27
25 Nationstar Mortgage Holdings   2013-11-13 2015-08-24
475 Nationstar Mortgage Holdings   2014-03-19 2015-08-24
750 Panhandle Oil And Gas Inc Cl A   2014-10-07 2015-11-13
200 Ryman Hospitality Pptys Inc   2013-03-19 2015-03-27
300 Ryman Hospitality Pptys Inc   2013-05-07 2015-03-27
300 Stein Mart Inc   2014-03-21 2015-05-22
350 United Continental Hldgs Inc   2014-06-05 2015-10-29
625 Wisdomtree Investments Inc   2013-08-23 2015-03-27
375 Wisdomtree Investments Inc   2013-08-23 2015-11-13
125 Wisdomtree Investments Inc   2013-09-24 2015-11-13
5 Vanguard Index Funds Smallcap Growth ETF   2013-01-28 2015-04-23
4 Vanguard Index Funds Smallcap Growth ETF   2013-01-28 2015-07-24
3598 WTS Colossus Minerals Inc   2013-10-25 2015-07-15
2 Aetna Inc New   2015-03-31 2015-06-05
37 Aetna Inc New   2015-03-31 2015-11-25
32 Aetna Inc New   2015-06-30 2015-11-25
24 Alaska Air Group Inc   2015-06-05 2015-08-28
14 Allergan PLC   2015-03-31 2015-10-22
16 Allergan PLC   2015-06-30 2015-10-22
54 Allstate Corp   2015-01-20 2015-08-28
76 Allstate Corp   2015-06-30 2015-08-28
36 Ameriprise Finl Inc   2015-06-30 2015-08-28
7 Amgen Inc   2014-05-21 2015-03-31
80 Archer-Daniels-Midland Co   2014-09-04 2015-01-20
12 Asbury Automotive Group Inc   2014-05-21 2015-03-31
12 Avery Dennison Corp   2015-06-05 2015-11-25
12 Blackrock Inc   2015-06-30 2015-08-28
81 Broadridge Financial Solutions Inc   2015-03-31 2015-11-25
99 Broadridge Financial Solutions Inc   2015-06-30 2015-11-25
72 Carlisle Companies Inc   2015-08-28 2015-10-22
10 CDW Corporation Com   2014-12-04 2015-03-31
44 CDW Corporation Com   2014-12-04 2015-08-28
21 CDW Corporation Com   2014-12-04 2015-11-25
5 Comcast Corp Cl A   2014-08-29 2015-03-31
54 Conocophillips   2015-06-30 2015-08-28
3 CVS Health Corporation   2014-05-21 2015-01-20
56 Deluxe Corp   2015-03-31 2015-08-28
72 Deluxe Corp   2015-06-30 2015-08-28
49 Devon Energy Corporation New   2014-12-04 2015-08-28
52 Devon Energy Corporation New   2015-06-30 2015-08-28
62 Discover Financial Services   2014-05-21 2015-03-31
16 Dr Pepper Snapple Group Inc   2015-01-20 2015-11-25
7 Dr Pepper Snapple Group Inc   2015-01-20 2015-12-15
35 EOG Res Inc   2015-06-30 2015-11-25
9 EOG Res Inc   2015-08-28 2015-11-25
37 Gilead Sciences Inc   2015-06-30 2015-12-15
19 Goldman Sachs Group Inc   2015-06-05 2015-10-22
22 Goldman Sachs Group Inc   2015-06-30 2015-10-22
0.019 Google Inc Cl C   2014-05-21 2015-05-04
4 Halyard Health Inc Com   2014-05-21 2015-03-31
47 Hanesbrands Inc   2014-05-21 2015-03-31
130 Hanesbrands Inc   2015-06-30 2015-08-28
176 Hartford Financial Services Group Inc   2015-08-28 2015-11-25
3 HCA Holdings Inc   2014-10-17 2015-06-05
44 HCA Holdings Inc   2015-06-30 2015-11-25
118 Intel Corp   2014-09-04 2015-03-31
94 Invesco Ltd   2014-09-04 2015-01-20
37 Johnson & Johnson   2014-05-21 2015-03-31
8 Kroger Co (The)   2014-09-04 2015-01-20
7 Kroger Co (The)   2014-09-04 2015-03-31
62 Lam Research Corp   2014-05-21 2015-03-31
71 Lincoln National Corp-Ind   2015-06-30 2015-08-28
24 Lyondellbasell Industries N V Cl A   2014-05-21 2015-01-20
80 Magna International Inc Com   2015-06-30 2015-08-28
2 Mckesson Corp   2014-05-21 2015-03-31
20 Mckesson Corp   2015-06-30 2015-11-25
45 Microsoft Corp   2015-06-05 2015-11-25
81 Mylan Inc   2014-05-21 2015-03-02
9 Mylan N V Shs Euro   2015-03-02 2015-03-31
15 Mylan N V Shs Euro   2015-03-02 2015-06-05
57 Mylan N V Shs Euro   2015-03-02 2015-08-28
74 Mylan N V Shs Euro   2015-06-30 2015-08-28
16 Nasdaq Inc Com   2015-03-31 2015-08-28
16 Nasdaq Inc Com   2015-03-31 2015-11-25
1 Newmarket Corporation   2014-05-21 2015-03-31
6 Newmarket Corporation   2015-06-30 2015-11-25
86 Omega Healthcare Investors Inc   2015-01-20 2015-06-05
135 Oracle Corporation   2015-06-30 2015-08-28
3 Packaging Corp Amer   2014-05-21 2015-03-31
244 Pfizer Inc   2015-10-22 2015-12-15
13 PG&E Corp   2015-06-05 2015-12-15
159 Principal Financial Group Inc   2015-08-28 2015-11-25
55 Qorvo Inc Com   2015-06-05 2015-12-15
59 Qorvo Inc Com   2015-06-30 2015-12-15
40 Sandisk Corp   2014-05-21 2015-01-20
12 Skyworks Solutions Inc   2014-05-21 2015-01-20
20 Skyworks Solutions Inc   2014-05-21 2015-03-31
39 Skyworks Solutions Inc   2015-06-30 2015-12-15
4 Snap-On Inc   2014-05-21 2015-03-31
211 Spectra Energy Corp   2015-08-28 2015-11-25
55 State Street Corp   2014-05-21 2015-01-20
78 Texas Instruments Incorporated   2015-01-20 2015-06-05
11 TJX Companies Inc New   2014-05-21 2015-03-31
74 Trinity Industries Inc   2014-09-04 2015-06-05
11 Trinity Industries Inc   2014-10-17 2015-06-05
45 Union Pacific Corp   2015-06-30 2015-11-25
33 United Rentals Inc   2014-10-17 2015-03-31
3 Whirlpool Corp   2014-05-21 2015-03-31
6 Abbvie Inc   2014-05-21 2015-06-05
65 American Wtr Wks Co Inc   2014-05-21 2015-06-05
32 Ameriprise Finl Inc   2014-05-21 2015-08-28
8 Amgen Inc   2014-05-21 2015-11-25
12 Blackrock Inc   2014-05-21 2015-08-28
27 Boeing Co   2014-05-21 2015-06-05
44 Conocophillips   2014-05-21 2015-08-28
4 CVS Health Corporation   2014-05-21 2015-06-05
93 Delta Air Lines Inc Del Com   2014-05-21 2015-06-05
34 EOG Res Inc   2014-05-21 2015-11-25
38 Gilead Sciences Inc   2014-08-29 2015-12-15
121 Hanesbrands Inc   2014-05-21 2015-08-28
53 HCA Holdings Inc   2014-10-17 2015-11-25
5 Hormel Foods Corp   2014-05-21 2015-06-05
6 Hormel Foods Corp   2014-05-21 2015-10-22
21 Hormel Foods Corp   2014-05-21 2015-11-25
12 Hormel Foods Corp   2014-05-21 2015-12-15
7 Kimberly Clark Corp   2014-05-21 2015-10-22
3 Kimberly Clark Corp   2014-05-21 2015-12-15
29 Kroger Co (The)   2014-09-04 2015-12-15
73 Lincoln National Corp-Ind   2014-05-21 2015-08-28
8 Magna International Inc Com   2014-05-21 2015-06-05
70 Magna International Inc Com   2014-05-21 2015-08-28
19 Mckesson Corp   2014-05-21 2015-11-25
5 Newmarket Corporation   2014-05-21 2015-11-25
89 Oracle Corporation   2014-05-21 2015-08-28
32 Packaging Corp Amer   2014-05-21 2015-06-05
48 Skyworks Solutions Inc   2014-05-21 2015-12-15
3 Snap-On Inc   2014-05-21 2015-11-25
65 TE Connectivity Ltd   2014-05-21 2015-06-05
58 TJX Companies Inc New   2014-05-21 2015-06-05
36 Union Pacific Corp   2014-05-21 2015-11-25
14 Visa Inc Cl A Common Stock   2014-05-21 2015-08-28
12 Visa Inc Cl A Common Stock   2014-05-21 2015-11-25
20 Whirlpool Corp   2014-05-21 2015-06-05
4013 CCF Holding Company   1996-04-29 2015-06-08
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 10,972   6,441 4,531
b 1,403   890 513
c 852   745 107
d 15   16 -1
e 6,313   6,400 -87
13   16 -3
752   701 51
4,382   6,990 -2,608
11,017   6,260 4,757
6,510   8,087 -1,577
1,759   1,908 -149
2,155   2,826 -671
1,470   968 502
142   92 50
2,323   1,788 535
10,401   6,233 4,168
10,550   6,478 4,072
798   574 224
1,414   1,012 402
8,525   6,135 2,390
1,195   954 241
1,886   1,619 267
696   628 68
8,822   7,820 1,002
3,062   1,952 1,110
8,405   6,703 1,702
7,795   6,691 1,104
496   512 -16
1,172   1,272 -100
721   699 22
3,152   3,523 -371
630   642 -12
630   584 46
3,047   2,972 75
876   806 70
7,598   7,975 -377
11,629   6,729 4,900
8,148   6,451 1,697
806   969 -163
1,907   1,606 301
485   549 -64
291   336 -45
1,422   1,692 -270
4,803   6,532 -1,729
591   762 -171
406   491 -85
6,142   6,759 -617
762   782 -20
7,221   7,011 210
1,842   1,821 21
7,170   7,652 -482
10,114   6,560 3,554
626   419 207
4,385   2,211 2,174
696   1,032 -336
8,408   6,531 1,877
1,620   1,174 446
590   540 50
4   4 0
7,591   6,382 1,209
7,626   7,053 573
9,249   7,665 1,584
9,471   6,984 2,487
6,402   5,993 409
19,284   11,128 8,156
6,642   6,592 50
4,385   4,614 -229
4,299   5,472 -1,173
3,093   1,161 1,932
1,870   750 1,120
10,614   3,513 7,101
3,136   1,040 2,096
1,327   540 787
2,270   2,151 119
809   766 43
1,592   1,536 56
2,922   3,058 -136
4,632   1,570 3,062
3,529   1,261 2,268
18   11 7
2,616   4,242 -1,626
1,615   3,244 -1,629
5,484   3,821 1,663
2,539   1,839 700
200   147 53
2,001   1,690 311
668   567 101
7,680   7,378 302
2,106   1,575 531
2,194   1,641 553
2,194   1,747 447
4,037   3,857 180
2,101   3,482 -1,381
1,277   3,077 -1,800
10,073   3,541 6,532
258   92 166
2,130   1,827 303
2,381   2,042 339
2,381   2,112 269
4,504   4,027 477
2,252   2,107 145
763   879 -116
3,545   4,079 -534
2,290   2,687 -397
4,035   5,704 -1,669
985   871 114
2,792   2,467 325
1,889   1,819 70
155   158 -3
3,333   4,024 -691
13,025   13,574 -549
16,799   25,567 -8,768
11,199   13,245 -2,046
1,078   602 476
5,025   11,150 -6,125
4,355   1,622 2,733
14,867   7,432 7,435
22,371   8,179 14,192
11,563   13,706 -2,143
8   300 -292
102   6,443 -6,341
21,901   17,301 4,600
19,668   10,276 9,392
10,704   5,138 5,566
8,790   12,408 -3,618
8,162   12,776 -4,614
395   983 -588
7,500   15,924 -8,424
13,792   20,498 -6,706
12,082   9,098 2,984
18,123   13,655 4,468
3,354   4,305 -951
21,179   16,625 4,554
13,301   7,621 5,680
7,465   4,573 2,892
2,488   1,400 1,088
676   477 199
537   382 155
1     1
234   214 20
3,849   3,952 -103
3,329   4,089 -760
1,818   1,568 250
3,540   4,183 -643
4,045   4,792 -747
3,156   3,809 -653
4,442   4,942 -500
4,091   4,491 -400
1,120   796 324
3,769   4,016 -247
998   770 228
796   732 64
3,719   4,160 -441
4,452   4,440 12
5,442   4,958 484
6,251   7,258 -1,007
372   344 28
1,754   1,514 240
927   722 205
282   273 9
2,522   3,310 -788
296   230 66
3,285   3,855 -570
4,223   4,402 -179
2,050   2,930 -880
2,176   3,082 -906
3,489   3,532 -43
1,437   1,243 194
654   544 110
2,927   3,033 -106
753   690 63
3,799   4,361 -562
3,496   3,989 -493
4,048   4,596 -548
10   10 0
196   146 50
1,578   959 619
3,923   4,328 -405
8,005   8,093 -88
243   208 35
3,041   3,993 -952
3,688   4,126 -438
3,394   3,842 -448
3,726   3,742 -16
531   415 116
537   363 174
4,336   3,690 646
3,611   4,197 -586
1,874   2,360 -486
3,926   4,490 -564
454   367 87
3,795   4,507 -712
2,424   2,084 340
4,674   3,775 899
534   519 15
1,111   866 245
2,862   3,289 -427
3,716   5,023 -1,307
821   810 11
935   810 125
474   386 88
2,436   2,711 -275
2,981   3,766 -785
5,037   5,432 -395
235   203 32
7,923   8,093 -170
692   665 27
8,098   8,050 48
2,861   4,578 -1,717
3,069   4,707 -1,638
3,160   3,721 -561
909   497 412
1,961   828 1,133
3,035   4,050 -1,015
587   461 126
5,701   6,072 -371
4,032   3,543 489
4,202   4,213 -11
770   623 147
2,290   3,634 -1,344
340   403 -63
3,809   4,290 -481
3,005   3,397 -392
606   437 169
406   321 85
3,292   3,043 249
3,636   3,528 108
1,313   910 403
3,719   3,604 115
3,802   3,538 264
2,055   3,458 -1,403
400   307 93
3,976   3,562 414
2,844   3,546 -702
3,902   4,077 -175
3,651   2,458 1,193
3,663   3,682 -19
281   236 45
408   284 124
1,544   993 551
936   567 369
847   739 108
375   317 58
1,234   753 481
3,712   3,516 196
464   402 62
3,435   3,518 -83
3,606   3,484 122
2,030   1,929 101
3,321   3,711 -390
2,190   2,163 27
3,735   1,987 1,748
514   346 168
4,458   3,723 735
3,814   3,283 531
3,047   3,518 -471
1,011   736 275
956   631 325
3,755   2,911 844
3,061   722 2,339
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       4,531
b       513
c       107
d       -1
e       -87
      -3
      51
      -2,608
      4,757
      -1,577
      -149
      -671
      502
      50
      535
      4,168
      4,072
      224
      402
      2,390
      241
      267
      68
      1,002
      1,110
      1,702
      1,104
      -16
      -100
      22
      -371
      -12
      46
      75
      70
      -377
      4,900
      1,697
      -163
      301
      -64
      -45
      -270
      -1,729
      -171
      -85
      -617
      -20
      210
      21
      -482
      3,554
      207
      2,174
      -336
      1,877
      446
      50
      0
      1,209
      573
      1,584
      2,487
      409
      8,156
      50
      -229
      -1,173
      1,932
      1,120
      7,101
      2,096
      787
      119
      43
      56
      -136
      3,062
      2,268
      7
      -1,626
      -1,629
      1,663
      700
      53
      311
      101
      302
      531
      553
      447
      180
      -1,381
      -1,800
      6,532
      166
      303
      339
      269
      477
      145
      -116
      -534
      -397
      -1,669
      114
      325
      70
      -3
      -691
      -549
      -8,768
      -2,046
      476
      -6,125
      2,733
      7,435
      14,192
      -2,143
      -292
      -6,341
      4,600
      9,392
      5,566
      -3,618
      -4,614
      -588
      -8,424
      -6,706
      2,984
      4,468
      -951
      4,554
      5,680
      2,892
      1,088
      199
      155
      1
      20
      -103
      -760
      250
      -643
      -747
      -653
      -500
      -400
      324
      -247
      228
      64
      -441
      12
      484
      -1,007
      28
      240
      205
      9
      -788
      66
      -570
      -179
      -880
      -906
      -43
      194
      110
      -106
      63
      -562
      -493
      -548
      0
      50
      619
      -405
      -88
      35
      -952
      -438
      -448
      -16
      116
      174
      646
      -586
      -486
      -564
      87
      -712
      340
      899
      15
      245
      -427
      -1,307
      11
      125
      88
      -275
      -785
      -395
      32
      -170
      27
      48
      -1,717
      -1,638
      -561
      412
      1,133
      -1,015
      126
      -371
      489
      -11
      147
      -1,344
      -63
      -481
      -392
      169
      85
      249
      108
      403
      115
      264
      -1,403
      93
      414
      -702
      -175
      1,193
      -19
      45
      124
      551
      369
      108
      58
      481
      196
      62
      -83
      122
      101
      -390
      27
      1,748
      168
      735
      531
      -471
      275
      325
      844
      2,339
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 74,995
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 264,034 4,468,130 0.059093
2013 158,989 4,323,710 0.036771
2012 27,975 397,974 0.070294
2011 31,142 305,276 0.102013
2010 29,226 326,851 0.089417
2
Total of line 1, column (d) .....................
20.357588
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.071518
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,579,284
5
Multiply line 4 by line 3......................
5
327,501
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
779
7
Add lines 5 and 6........................
7
328,280
8
Enter qualifying distributions from Part XII, line 4.............
8
258,298
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,558
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,558
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,558
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 4,900
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,900
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,336
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,336 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPatrick L O'Sullivan Telephone no.bullet (205) 803-4300

    Located atbullet1820 28th Avenue South Suite ABirminghamAL ZIP+4bullet35209
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Patrick L O'Sullivan Director
    2.00     		1,000 0 0
    1306 Roseland Drive
    Homewood,AL35209
    Mary O Henderson Director
    1.00     		1,000 0 0
    3704 Overbrook Circle
    Birmingham,AL35213
    Alyce O Blanch Director
    1.00     		1,000 0 0
    3772 River Ridge Circle
    Birmingham,AL35223
    Harold I Apolinsky Director
    1.00     		0 0 0
    P O Box 55727
    Birmingham,AL35255
    James M Brooks Director
    1.00     		0 0 0
    3615 8th Avenue South
    Birmingham,AL35222
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,656,911
    b
    Average of monthly cash balances.......................
    1b
    1,992,108
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,649,019
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,649,019
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    69,735
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,579,284
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    228,964
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    228,964
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,558
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,558
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    227,406
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    227,406
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    227,406
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    258,298
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    258,298
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    258,298
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 227,406
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 40,614
    fTotal of lines 3a through e........ 40,614
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 258,298
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 227,406
    e Remaining amount distributed out of corpus 30,892
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 71,506
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		71,506
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 40,614
    e Excess from 2015.... 30,892
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Elizabeth H Hutchins
    2311 Highland Avenue
    Birmingham,AL35205
    (205) 930-5100
    bThe form in which applications should be submitted and information and materials they should include:
    Applications should be in writing, should identify the applicant, should affirm that the applicant is an organization described in Section 501(c)(3) of the Internal Revenue Code, should give the organization's tax exempt number, state the purpose for which the gift will be used, the prior experience of the applicant in carrying out such purpose, the applicant's plan for, and personnel to be used in, carrying out such purpose and should attach a financial statement for the applicant for the current and the preceeding two years.
    cAny submission deadlines:
    There are no submission deadlines, but applications are received from time to time and considered wh
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Donations and grants are restricted to religious or charitable or educational purposes and to donees within the restriction of Section 501(c)(3) of the Internal Revenue Code.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Ace & TJ's Grin Kids
    631-200B Brawley School Road PMB
    121
    Mooresville,NC28117     		  PC Charitable 5,000
    Alzheimer's Association
    One Perimeter Park South Suite 100N
    Birmingham,AL35243     		  PC Charitable 3,500
    ASPCA
    424 E 92nd Street
    New York,NY10128     		  PC Charitable 3,000
    Big Oak Ranch
    P O Box 507
    Springville,AL35146     		  PC Charitable 5,000
    Church of the Highlands
    4700 Highlands Way
    Birmingham,AL35210     		  PC Charitable 10,000
    Dixie Abate Awareness & Education
    1125 Beaver Avenue
    Birmingham,AL35214     		  PC Charitable 1,000
    Donors Choose
    347 West 36th Street Suite 503
    New York,NY10018     		  PC Charitable 10,000
    Hannah's Hope Inc
    5676 Stage Road
    Bartlett,TN38134     		  PC Charitable 5,000
    Holy Cross School
    5500 Paris Avenue
    New Orleans,LA70122     		  PC Charitable 5,000
    Hope Remembered
    12445 Timberlane Rd
    Ralph,AL35480     		  PC Charitable 3,000
    John Carroll Catholic High School
    300 Lakeshore Parkway
    Birmingham,AL35209     		  PC Charitable 1,000
    Mission At The Cross
    One Freedom Square
    Laurel,MS394403367     		  PC Charitable 2,000
    Neverthirst Inc
    122 Edenton Street
    Birmingham,AL35242     		  PC Charitable 2,000
    Sav-A-Life
    1480 McGuire Road
    Birmingham,AL35216     		  PC Charitable 10,000
    St Jude Children's Research Hospital
    501 St Jude Place
    Memphis,TN38105     		  PC Charitable 10,000
    The A21 Campaign Inc
    427 East 17th Street Suite 223
    Costa Mesa,CA92627     		  PC Charitable 20,000
    The Children's Hospital
    1600 7th Avenue South
    Birmingham,AL35233     		  PC Charitable 10,000
    The Exceptional Foundation
    1616 Oxmoor Road
    Birmingham,AL35209     		  PC Charitable 10,000
    The Leukemia & Lymphoma Society
    100 Chase Park South Suite 220
    Birmingham,AL35244     		  PC Charitable 2,500
    The National MS Society
    3840 Ridgeway Drive
    Birmingham,AL35209     		  PC Charitable 80,000
    The United Way
    3600 8th Avenue South
    Birmingham,AL35222     		  PC Charitable 1,000
    The University of Alabama
    Box 870122
    Tuscaloosa,AL354870122     		  PC Charitable 10,000
    The V Foundation for Cancer Research
    106 Towerview Court
    Cary,NC27513     		  PC Charitable 1,000
    UAB Comprehensive Cancer Center
    1530 3rd Avenue South
    Birmingham,AL35294     		  PC Charitable 10,000
    Wonder Book Camp
    5513 Avenue P
    Birmingham,AL35208     		  PC Charitable 5,000
    World Reach
    P O Box 26155
    Birmingham,AL35260     		  PC Charitable 10,000
    Wounded Warrior Project Inc
    4899 Belfort Road Suite 300
    Jacksonville,FL322566033     		  PC Charitable 10,000
    Total .................................bullet 3a 245,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 43,748  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 74,995  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 118,743 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13118,743
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 10,652 2,663   7,989

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Name of Stock End of Year Book Value End of Year Fair Market Value
    130 Abbvie Inc 7,866 7,701
    149 Acceleron Pharma Inc 5,362 7,265
    50 Affiliated Managers Group Inc 9,041 7,988
    324 Akorn Inc 7,911 12,088
    96 Alaska Air Group Inc 6,258 7,729
    39 Alexion Pharmaceuticals Inc 6,334 7,439
    73 Allergan PLC 23,315 22,813
    42 Alliance Data System Corp 11,803 11,616
    35 Alphabet Inc Class A Common Stock 18,511 27,230
    33 Alphabet Inc Class C Capital Stock 17,723 25,043
    33 Amazon.Com Inc 10,078 22,304
    650 American Airlines Group Inc 10,540 27,528
    113 American Financial Group Inc 8,332 8,145
    239 Ametek Inc New 10,602 12,808
    50 Amgen Inc 6,937 8,117
    122 Ansys Inc 9,086 11,285
    436 Apple Inc 34,028 45,893
    93 Asbury Automotive Group Inc 7,137 6,272
    147 AT&T Inc 5,219 5,058
    66 Avery Dennison Corp 4,034 4,136
    54 Becton Dickinson & Co 8,285 8,321
    25 Biogen Inc 7,659 7,659
    200 Boeing Co 15,419 28,918
    118 Bristol Myers Squibb Co 8,300 8,117
    279 Cardinal Health Inc 21,625 24,906
    500 Carriage Services Inc 12,378 12,050
    196 CDW Corporation Com 6,778 8,240
    153 Celgene Corp 10,828 18,323
    112 Cerner Corp 5,343 6,739
    217 Church & Dwight Co Inc 13,016 18,419
    329 Cisco Systems Inc 9,028 8,934
    152 Citigroup Inc 8,053 7,866
    201 Citrix Systems Inc 13,446 15,206
    175 Cognizant Technology Solutions Corp Cl A 7,542 10,504
    140 Comcast Corp Cl A Com 8,008 7,900
    254 CVS Health Corporation 20,674 24,834
    1015 D R Horton Inc 28,584 32,510
    315 Danaher Corporation 22,771 29,257
    103 Deckers Outdoor Corporation 5,476 4,862
    242 Depomed Inc 5,626 4,387
    4000 Dixie Group Inc 28,279 20,920
    95 Dr Pepper Snapple Group Inc 7,110 8,854
    250 Eagle Materials Inc 19,662 15,108
    127 Ecolab Inc 11,013 14,526
    127 Electronic Arts Inc 8,613 8,727
    161 Eli Lilly & Co 13,022 13,566
    74 EOG Res Inc 7,866 5,238
    195 Epam Systems Inc 6,176 15,331
    69 Expedia Inc 8,020 8,577
    193 Express Scripts Holding Company 15,777 16,870
    98 Exxon Mobil Corp 7,965 7,639
    243 Facebook Inc Cl A 23,888 25,432
    508 First Trust ETF Nyse Arca Biotechnology Index Fund 24,985 57,414
    1080 First Trust Nasdaq-100 Equal Weighted Index Fund 39,666 46,958
    161 Fortinet Inc 5,590 5,018
    55 General Dynamics Corp 7,734 7,555
    500 General Motors Company 18,980 17,005
    100 Gilead Sciences Inc 8,665 10,119
    119 Global Payments Inc 8,618 7,677
    214 Hain Celestial Group Inc 9,462 8,643
    400 Halliburton Company 13,404 13,616
    95 Harris Corp-Del 7,937 8,256
    500 Helmerich & Payne Inc 32,639 26,775
    186 Home Bancshares Inc 7,977 7,537
    74 Honeywell Intl Inc 7,662 7,664
    500 Horizon Pharma PLC Shs 9,495 10,835
    113 Hormel Foods Corp 6,050 8,936
    124 Illinois Tool Works Inc 8,764 11,492
    57 Incyte Corporation 7,253 6,182
    241 Intel Corp 7,774 8,302
    49 Intercontinental Exchange Inc 7,920 12,557
    115 Ionis Pharmaceuticals Inc Com 7,003 7,122
    2427 Ishares U S Healthcare ETF 206,077 364,074
    3039 Ishares U S Technology ETF 214,467 325,264
    3000 J C Penney Co Inc 22,869 19,980
    181 Johnson & Johnson 15,343 18,592
    126 JPMorgan Chase & Co 7,646 8,320
    1500 Kapstone Paper And Packaging Corporation 38,574 33,885
    71 Kimberly Clark Corp 7,534 9,038
    207 Kroger Co 6,555 8,659
    98 Lam Research Corp 7,884 7,783
    183 LKQ Corporation 5,565 5,422
    50 Lockheed Martin Corp 5,138 10,858
    124 Lowes Companies Inc 8,738 9,429
    750 Matador Resources Company 20,318 14,828
    181 Maximus Inc 7,336 10,181
    159 Microsoft Corp 7,132 8,821
    225 Mondelez International Inc Com 6,746 10,089
    142 Nasdaq Inc Com 7,023 8,260
    66 Neenah Paper Inc 4,347 4,120
    66 Nextera Energy Inc 6,435 6,857
    116 Northern Trust Corp 8,100 8,362
    275 NXP Semiconductors N V 20,141 23,169
    56 O Reilly Automotive Inc 7,330 14,192
    106 Occidental Pete Corp 8,917 7,167
    300 Owens Corning 12,712 14,109
    120 Pepsico Inc 9,045 11,990
    44 Perrigo Company PLC 6,645 6,367
    119 PG&E Corp 5,961 6,330
    1500 Pilgrims Pride Corporation 27,935 33,135
    1401 Powershares Exchange Traded Fd Tr Ii Pow Shs DWA Emerging 26,155 20,945
    1175 Powershares Exchange Traded Fund Trust Dynamic Food & Beverage Portfoli 24,969 37,835
    42 PPG Industries Inc 4,813 4,150
    10 Priceline Group Inc 9,216 12,750
    1000 Primoris Services Corporation 17,687 22,030
    92 Proofpoint Inc 5,581 5,981
    286 Ross Stores Inc 8,901 15,390
    500 Ryman Hospitality Pptys Inc Com 18,151 25,820
    279 Sally Beauty Holdings Inc 7,262 7,781
    103 Schlumberger Ltd 9,094 7,184
    52 Signature Bank 8,353 7,975
    46 Snap-On Inc 6,273 7,886
    1320 Spdr Ser Tr S&P Homebuilders ETF 40,562 45,118
    890 Spdr Series Trust S&P Transn ETF 39,495 38,137
    74 Stanley Black & Decker Inc 7,724 7,898
    170 Starbucks Corp 5,309 10,205
    73 Stericycle Inc 7,469 8,804
    229 Synchronoss Technologies Inc 10,128 8,068
    102 Target Corp 8,249 7,406
    200 Texas Pacific Land Trust Sub-Share CTFs 14,712 26,184
    42 Transdigm Group Incorporated 4,829 9,595
    1000 Trinity Industries Inc 28,846 24,020
    83 Ulta Salon Cosmetics & Fragrance Inc 8,105 15,355
    125 United Continental Hldgs Inc 5,938 7,163
    400 United Rentals Inc 24,340 29,016
    123 Unitedhealth Group Inc 14,682 14,470
    195 US Bancorp Del Com 8,295 8,321
    102 Valero Energy Corp New 5,832 7,212
    250 Vanguard Index Funds Smallcap Growth ETF 23,847 30,360
    151 VCA Inc 8,460 8,305
    214 Verisk Analytics Inc Com 14,413 16,452
    112 Verizon Communications 5,369 5,177
    137 VF Corporation 6,362 8,528
    352 Visa Inc Cl A Common Stock 17,531 27,298
    74 Walt Disney Co 8,297 7,776
    277 Waste Connections Inc 10,402 15,601
    151 Wells Fargo & Co 8,034 8,208
    500 Wisdomtree Investments Inc 5,601 7,840

    TY 2015 LegalFeesSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 3,125 781   2,344


    TY 2015 OtherExpensesSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment fees 31,797 31,797   0
    Postage 49 0   49
    Office supplies 666 0   666


    TY 2015 TaxesSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign income taxes 98 98   0
    Federal excise taxes 4,752 4,752   0