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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$3,804,907J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 67,947 67,947  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,851
b Gross sales price for all assets on line 6a 886,268
7 Capital gain net income (from Part IV, line 2)... 35,851
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........ 103,798 103,798  
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 2,347 587   0
b Accounting fees (attach schedule)....... Click to see attachment 7,273 1,818   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 936 936   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 45,879 45,829   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,435 49,920   2,250
25 Contributions, gifts, grants paid....... 202,500 202,500
26 Total expenses and disbursements. Add lines 24 and 25 261,935 49,920   204,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -158,137
b Net investment income (if negative, enter -0-) 53,878
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 2,731 3,061 3,061
2 Savings and temporary cash investments......... 818,994 535,147 535,147
3 Accounts receivable bullet255
Less: allowance for doubtful accounts bullet   230 255 255
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)....... 2,948,105 Click to see attachment3,073,460 3,266,444
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) 3,770,060 3,611,923 3,804,907
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,770,060 3,611,923
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 3,770,060 3,611,923
31 Total liabilities and net assets/fund balances (see instructions). 3,770,060 3,611,923
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
3,770,060
2
Enter amount from Part I, line 27a .....................
2
-158,137
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,611,923
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
3,611,923
Form 990-PF (2018)
Form 990-PF (2018)
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 156 Abbvie Inc   2017-12-28 2018-09-19
b 51 Altria Group Inc   2017-11-28 2018-08-30
c 25 American Tower Corporation Reit   2017-08-31 2018-08-30
d 26 Amn Healthcare Svcs Inc   2017-11-28 2018-11-07
e 36 Baxter International Inc   2017-11-28 2018-11-07
322 Central Garden & Pet Co   2018-03-29 2018-11-07
106 Citizens Financial Group Inc   2017-11-28 2018-05-18
78 Coherent Inc   2017-05-08 2018-04-30
16 Coresite Rlty Corp   2017-11-28 2018-05-18
587 Corning Inc   2017-05-19 2018-03-29
151 Corning Inc   2017-11-28 2018-03-29
54 First Republic Bank San Francisco Calif   2017-11-28 2018-03-29
10 General Dynamics Corp   2017-11-28 2018-05-18
5 Honeywell Intl Inc   2017-11-28 2018-05-18
427 Ii Vi Inc   2018-08-30 2018-10-10
9 Ingredion Inc   2017-11-28 2018-08-30
24 Insperity Inc   2018-05-18 2018-08-30
242 Las Vegas Sands Corp   2018-03-29 2018-11-07
86 Lear Corporation   2017-09-22 2018-08-30
16 Lear Corporation   2017-11-28 2018-08-30
23 MKS Instruments Inc   2017-11-28 2018-08-30
141 Owens Corning   2017-12-28 2018-03-29
18 Packaging Corp Amer   2017-11-28 2018-10-10
6 Stanley Black & Decker Inc   2017-11-28 2018-11-07
184 State Street Corp   2018-03-29 2018-11-07
230 Steel Dynamics Inc   2018-05-18 2018-10-10
208 TE Connectivity Ltd   2018-03-29 2018-08-30
21 Topbuild Corp   2017-08-31 2018-03-29
229 Topbuild Corp   2017-08-31 2018-08-30
23 Topbuild Corp   2017-11-28 2018-08-30
67 Ulta Beauty Inc   2017-08-31 2018-03-29
29 Vail Resorts Inc   2017-01-31 2018-01-08
135 Western Alliance Bancorporation   2017-11-28 2018-03-29
3 Albemarle Corporation   2017-05-08 2018-08-30
95 Altria Group Inc   2016-06-29 2018-08-30
74 Altria Group Inc   2017-01-31 2018-08-30
68 Amn Healthcare Svcs Inc   2016-03-15 2018-03-29
35 Amn Healthcare Svcs Inc   2016-03-15 2018-11-07
86 Amn Healthcare Svcs Inc   2016-06-29 2018-11-07
175 Amn Healthcare Svcs Inc   2017-01-31 2018-11-07
72 AT&T Inc   2016-03-15 2018-11-07
54 AT&T Inc   2016-06-29 2018-11-07
107 AT&T Inc   2017-01-31 2018-11-07
249 Baxter International Inc   2017-05-19 2018-11-07
129 Citizens Financial Group Inc   2016-11-23 2018-05-18
265 Citizens Financial Group Inc   2017-01-31 2018-05-18
120 Coresite Rlty Corp   2017-05-08 2018-05-18
38 Dr Pepper Snapple Group Inc   2016-03-15 2018-03-29
34 Dr Pepper Snapple Group Inc   2016-06-29 2018-03-29
60 Dr Pepper Snapple Group Inc   2017-01-31 2018-03-29
38 Fedex Corp   2016-11-14 2018-11-30
33 Fedex Corp   2017-01-31 2018-11-30
8 Fedex Corp   2017-11-28 2018-11-30
53 First Republic Bank San Francisco Calif   2016-05-10 2018-03-29
53 First Republic Bank San Francisco Calif   2016-06-29 2018-03-29
46 First Republic Bank San Francisco Calif   2017-01-31 2018-03-29
70 Fiserv Inc   2016-05-10 2018-11-07
1 Fiserv Inc   2016-06-29 2018-11-07
25 General Dynamics Corp   2016-03-15 2018-05-18
25 General Dynamics Corp   2016-06-29 2018-05-18
25 General Dynamics Corp   2017-01-31 2018-05-18
166 Home Bancshares Inc   2016-03-15 2018-03-29
212 Home Bancshares Inc   2016-06-29 2018-03-29
155 Home Bancshares Inc   2017-01-31 2018-03-29
26 Honeywell Intl Inc   2016-03-15 2018-05-18
28 Honeywell Intl Inc   2016-06-29 2018-05-18
55 Honeywell Intl Inc   2017-01-31 2018-05-18
60 Illinois Tool Works Inc   2016-08-02 2018-11-07
46 Illinois Tool Works Inc   2017-01-31 2018-11-07
53 Ingredion Inc   2016-11-18 2018-05-18
2 Ingredion Inc   2017-01-31 2018-05-18
40 Ingredion Inc   2017-01-31 2018-08-30
12 Lam Research Corp   2016-03-15 2018-05-18
43 Lam Research Corp   2016-06-29 2018-05-18
53 Lam Research Corp   2017-01-31 2018-05-18
30 Lowes Companies Inc   2016-03-15 2018-09-19
119 MKS Instruments Inc   2016-11-14 2018-08-30
89 MKS Instruments Inc   2017-01-31 2018-08-30
42 Nasdaq Inc   2016-03-15 2018-11-07
2 Nasdaq Inc   2016-06-29 2018-11-07
9 Nextera Energy Inc   2016-03-15 2018-03-29
20 Packaging Corp Amer   2016-11-14 2018-10-10
57 Packaging Corp Amer   2017-01-31 2018-10-10
97 Stanley Black & Decker Inc   2017-09-08 2018-11-07
139 T Mobile Us Inc   2017-05-08 2018-05-18
36 Vail Resorts Inc   2016-08-02 2018-01-08
34 Valero Energy Corp New   2016-11-14 2018-03-29
45 Zoetis Inc Cl A   2017-05-19 2018-11-07
40 Aetna Inc New   2017-10-20 2018-01-25
10 Aetna Inc New   2017-11-28 2018-01-25
3 Biogen Inc   2017-11-28 2018-02-20
26 Church & Dwight Co Inc   2017-11-28 2018-02-02
33 Maximus Inc   2017-11-28 2018-02-20
253 Maxlinear Inc   2018-01-26 2018-07-12
36 Nevro Corp   2017-11-14 2018-07-25
23 Nevro Corp   2017-11-28 2018-07-25
21 Pepsico Inc   2017-11-28 2018-04-23
4 Priceline Group Inc (The)   2017-01-30 2018-01-05
2 Priceline Group Inc (The)   2017-11-28 2018-01-05
126 Snyders-Lance Inc   2017-09-22 2018-01-11
27 Snyders-Lance Inc   2017-11-28 2018-01-11
7 Biogen Inc   2016-04-08 2018-02-20
13 Biogen Inc   2017-01-30 2018-02-20
124 Church & Dwight Co Inc   2017-01-30 2018-02-02
1 Church & Dwight Co Inc   2017-01-30 2018-02-02
51 Eli Lilly & Co   2016-04-08 2018-01-26
40 Facebook Inc Cl A   2016-04-08 2018-04-25
52 Maximus Inc   2016-04-08 2018-02-20
87 Maximus Inc   2017-01-30 2018-02-20
11 Nevro Corp   2016-11-07 2018-07-25
18 Nevro Corp   2017-01-30 2018-07-25
34 Pepsico Inc   2016-04-08 2018-02-02
3 Pepsico Inc   2017-01-30 2018-02-02
54 Pepsico Inc   2017-01-30 2018-04-23
3 Priceline Group Inc (The)   2016-04-08 2018-01-05
100 Emerson Electric Co   2016-04-08 2018-03-08
25 Emerson Electric Co   2016-04-08 2018-04-04
75 Emerson Electric Co   2017-01-30 2018-04-04
100 Emerson Electric Co   2017-01-30 2018-04-20
95 Walmart Inc   2016-04-08 2018-11-16
155 Walmart Inc   2017-01-30 2018-11-16
550 Aqua America Inc   2017-11-30 2018-05-17
100.59 AT&T Inc   2017-11-30 2018-07-10
20 Charter Communications Inc New Cl A   2017-01-31 2018-01-04
5 Charter Communications Inc New Cl A   2017-03-03 2018-01-04
35 Charter Communications Inc New Cl A   2017-11-30 2018-01-04
158 Liberty Global PLC Class A   2017-06-13 2018-04-17
372 Liberty Global PLC Class A   2017-06-13 2018-04-20
230 National Grid PLC   2017-06-08 2018-01-04
250 Occidental Pete Corp   2018-02-14 2018-12-07
100 Portland General Electric Co   2017-06-08 2018-06-05
70 Time Warner Inc   2017-11-30 2018-06-15
95 Transcanada Corporation   2017-11-30 2018-03-23
50 Zayo Group Holdings Inc   2017-11-30 2018-11-19
0.1 AT&T Inc   2017-01-20 2018-06-20
114.76 AT&T Inc   2017-01-20 2018-07-10
0.1 AT&T Inc   2017-01-20 2018-07-10
201.18 AT&T Inc   2017-01-31 2018-07-10
14.37 AT&T Inc   2017-03-03 2018-07-10
55 Charter Communications Inc New Cl A   2016-07-19 2018-01-04
325 Portland General Electric Co   2016-07-19 2018-06-05
50 Portland General Electric Co   2016-08-08 2018-06-05
130 Portland General Electric Co   2017-01-31 2018-06-05
5 Portland General Electric Co   2017-03-03 2018-06-05
80 Time Warner Inc   2017-01-20 2018-06-15
140 Time Warner Inc   2017-01-31 2018-06-15
10 Time Warner Inc   2017-03-03 2018-06-15
175 Transcanada Corporation   2016-07-19 2018-03-23
25 Transcanada Corporation   2016-08-08 2018-03-23
370 Transcanada Corporation   2017-01-31 2018-03-23
245 Zayo Group Holdings Inc   2016-07-19 2018-11-19
25 Zayo Group Holdings Inc   2016-08-08 2018-11-19
300 Zayo Group Holdings Inc   2017-01-31 2018-11-19
25 Zayo Group Holdings Inc   2017-03-03 2018-11-19
6 Colossus Minerals Inc   2013-10-25 2018-11-19
(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 14,276   15,251 -975
b 2,986   3,300 -314
c 3,732   3,707 25
d 1,532   1,243 289
e 2,275   2,335 -60
10,313   13,860 -3,547
4,422   4,021 401
13,031   16,938 -3,907
1,640   1,904 -264
16,395   17,132 -737
4,217   4,907 -690
4,993   4,987 6
2,027   2,021 6
742   759 -17
15,983   21,510 -5,527
901   1,238 -337
2,856   2,179 677
13,496   17,429 -3,933
14,084   14,730 -646
2,620   2,836 -216
2,133   2,400 -267
11,385   13,057 -1,672
1,606   2,009 -403
769   1,003 -234
13,487   18,391 -4,904
10,008   11,705 -1,697
18,992   20,845 -1,853
1,612   1,241 371
14,351   13,531 820
1,441   1,537 -96
13,721   14,727 -1,006
5,955   4,944 1,011
7,849   7,450 399
286   329 -43
5,561   6,451 -890
4,332   5,276 -944
3,859   2,142 1,717
2,062   1,103 959
5,066   3,365 1,701
10,308   6,300 4,008
2,227   2,768 -541
1,670   2,291 -621
3,310   4,508 -1,198
15,734   14,251 1,483
5,382   4,180 1,202
11,056   9,601 1,455
12,298   11,708 590
4,492   3,466 1,026
4,019   3,202 817
7,093   5,473 1,620
8,644   7,058 1,586
7,506   6,216 1,290
1,820   1,746 74
4,901   3,651 1,250
4,901   3,640 1,261
4,253   4,325 -72
5,528   3,682 1,846
79   53 26
5,067   3,332 1,735
5,067   3,386 1,681
5,067   4,513 554
3,795   3,442 353
4,847   4,095 752
3,543   4,157 -614
3,859   2,800 1,059
4,156   3,183 973
8,163   6,476 1,687
7,979   6,897 1,082
6,117   5,841 276
5,997   6,387 -390
226   254 -28
4,004   5,086 -1,082
2,355   926 1,429
8,438   3,531 4,907
10,400   6,104 4,296
3,488   2,192 1,296
11,037   6,425 4,612
8,255   5,850 2,405
3,796   2,815 981
181   127 54
1,472   1,042 430
1,785   1,723 62
5,087   5,275 -188
12,433   14,298 -1,865
7,923   9,188 -1,265
7,393   5,161 2,232
3,151   2,132 1,019
4,279   2,723 1,556
7,708   6,374 1,334
1,927   1,762 165
877   949 -72
1,212   1,185 27
2,216   2,212 4
4,302   6,854 -2,552
2,118   2,718 -600
1,353   1,720 -367
2,149   2,446 -297
7,238   6,335 903
3,619   3,513 106
6,303   4,687 1,616
1,351   1,015 336
2,046   1,734 312
3,799   3,300 499
5,780   5,804 -24
47   45 2
4,374   3,799 575
6,390   4,424 1,966
3,491   2,466 1,025
5,841   4,807 1,034
647   999 -352
1,059   1,533 -474
4,047   3,563 484
357   310 47
5,526   5,586 -60
5,429   3,835 1,594
6,956   5,386 1,570
1,697   1,347 350
5,092   4,418 674
6,979   5,891 1,088
9,307   6,459 2,848
15,185   10,250 4,935
18,157   20,683 -2,526
3,242   3,273 -31
6,979   6,476 503
1,745   1,606 139
12,213   11,256 957
4,989   4,654 335
11,833   10,958 875
13,368   15,307 -1,939
16,817   16,760 57
4,102   4,719 -617
7,036   6,384 652
3,880   4,593 -713
1,298   1,772 -474
3   3 0
3,699   3,734 -35
3   3 0
6,485   6,546 -61
463   468 -5
19,192   12,841 6,351
13,333   14,288 -955
2,051   2,162 -111
5,333   5,645 -312
205   227 -22
8,041   7,678 363
14,071   13,559 512
1,005   988 17
7,147   8,148 -1,001
1,021   1,168 -147
15,112   17,405 -2,293
6,360   7,043 -683
649   709 -60
7,788   9,558 -1,770
649   803 -154
    1 -1
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       -975
b       -314
c       25
d       289
e       -60
      -3,547
      401
      -3,907
      -264
      -737
      -690
      6
      6
      -17
      -5,527
      -337
      677
      -3,933
      -646
      -216
      -267
      -1,672
      -403
      -234
      -4,904
      -1,697
      -1,853
      371
      820
      -96
      -1,006
      1,011
      399
      -43
      -890
      -944
      1,717
      959
      1,701
      4,008
      -541
      -621
      -1,198
      1,483
      1,202
      1,455
      590
      1,026
      817
      1,620
      1,586
      1,290
      74
      1,250
      1,261
      -72
      1,846
      26
      1,735
      1,681
      554
      353
      752
      -614
      1,059
      973
      1,687
      1,082
      276
      -390
      -28
      -1,082
      1,429
      4,907
      4,296
      1,296
      4,612
      2,405
      981
      54
      430
      62
      -188
      -1,865
      -1,265
      2,232
      1,019
      1,556
      1,334
      165
      -72
      27
      4
      -2,552
      -600
      -367
      -297
      903
      106
      1,616
      336
      312
      499
      -24
      2
      575
      1,966
      1,025
      1,034
      -352
      -474
      484
      47
      -60
      1,594
      1,570
      350
      674
      1,088
      2,848
      4,935
      -2,526
      -31
      503
      139
      957
      335
      875
      -1,939
      57
      -617
      652
      -713
      -474
      0
      -35
      0
      -61
      -5
      6,351
      -955
      -111
      -312
      -22
      363
      512
      17
      -1,001
      -147
      -2,293
      -683
      -60
      -1,770
      -154
      -1
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 35,851
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))
2017 207,673 4,125,835 0.050335
2016 213,659 4,133,921 0.051684
2015 258,298 4,579,284 0.056406
2014 264,034 4,468,130 0.059093
2013 158,989 4,323,710 0.036771
2
Total of line 1, column (d) .....................
2
0.254289
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050858
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,219,993
5
Multiply line 4 by line 3......................
5
214,620
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
539
7
Add lines 5 and 6........................
7
215,159
8
Enter qualifying distributions from Part XII, line 4,.............
8
204,750
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,078
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 1,078
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 1,078
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,986
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,986
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 4,908
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,908 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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 Blach Director
    1.00     		1,000 0 0
    2784 SW Rockhouse Road
    Madison,AL35756
    Elizabeth H Hutchins 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    3,523,803
    b
    Average of monthly cash balances.......................
    1b
    760,454
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,284,257
    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
    4,284,257
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    64,264
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,219,993
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    211,000
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    211,000
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,078
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,078
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    209,922
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    209,922
    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
    209,922
    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
    204,750
    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
    204,750
    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
    204,750
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 209,922
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 40,614
    c From 2015...... 30,892
    d From 2016...... 13,170
    e From 2017...... 1,695
    fTotal of lines 3a through e........ 86,371
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 204,750
    a Applied to 2017, 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 2018 distributable amount..... 204,750
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 5,172 5,172
    (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 81,199
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		81,199
    10 Analysis of line 9:
    a Excess from 2014.... 35,442
    b Excess from 2015.... 30,892
    c Excess from 2016.... 13,170
    d Excess from 2017.... 1,695
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    Alzheimer's Association
    One Perimeter Park South Suite 100N
    Birmingham,AL35243     		None PC Charitable 1,000
    ATeam Ministries
    3 Office Park Circle Suite 105
    Birmingham,AL35223     		None PC Charitable 2,500
    Big Oak Ranch
    P O Box 507
    Springville,AL35146     		None PC Charitable 4,000
    Hannah's Hope Inc
    5676 Stage Road
    Bartlett,TN38134     		None PC Charitable 5,000
    Holy Cross School
    5500 Paris Avenue
    New Orleans,LA70122     		None PC Charitable 4,000
    March of Dimes
    450 Century Park South Suite 200-B
    Birmingham,AL35226     		None PC Charitable 2,500
    Sav-A-Life
    1480 McGuire Road
    Birmingham,AL35216     		None PC Charitable 10,000
    St Jude Children's Research Hospital
    Suite 700-262
    Memphis,TN38105     		None PC Charitable 10,000
    Tanner Foundation
    3105 Independence Drive Suite 105
    Birmingham,AL35209     		None PC Charitable 5,000
    The A21 Campaign Inc
    427 East 17th Street Suite 223
    Costa Mesa,CA92627     		None pc Charitable 20,000
    The Children's Hospital
    1600 7th Avenue South
    Birmingham,AL35233     		None PC Charitable 10,000
    The Exceptional Foundation
    1616 Oxmoor Road
    Birmingham,AL35209     		None PC Charitable 15,000
    The National MS Society
    3840 Ridgeway Drive
    Birmingham,AL35209     		None PC Charitable 60,000
    The University of Alabama
    Box 870122
    Tuscaloosa,AL354870122     		None PC Charitable 10,000
    The V Foundation for Cancer Research
    106 Towerview Court
    Cary,NC27513     		None PC Charitable 2,500
    UAB Comprehensive Cancer Center
    1530 3rd Avenue South
    Birmingham,AL35294     		None PC Charitable 10,000
    United Way
    3600 8th Avenue South
    Birmingham,AL35222     		None PC Charitable 1,000
    Way Media Inc
    5540 Tech Center Drive Suite 200
    Colorado Springs,CO80919     		None PC Charitable 10,000
    Wonder Book Camp
    5513 Avenue P
    Birmingham,AL35208     		None PC Charitable 10,000
    World Reach
    P O Box 26155
    Birmingham,AL35260     		None PC Charitable 10,000
    Total .................................bullet 3a 202,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 67,947  
    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 35,851  
    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).. 0 103,798 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    103,798
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 7,273 1,818   0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Name of Stock End of Year Book Value End of Year Fair Market Value
    50 3M Company 8,557 9,527
    125 Abbvie Inc 13,438 11,524
    42 Abiomed Inc 6,620 13,652
    162 Acadia Healthcare Co Inc 6,676 4,165
    239 Activision Blizzard Inc 17,797 11,130
    75 Albemarle Corporation 8,409 5,780
    81 Alexion Pharmaceuticals Inc 10,226 7,886
    53 Alphabet Inc Class A 45,437 55,383
    27 Alphabet Inc Class C 22,622 27,961
    1,505 Altice USA Inc Class A 30,021 24,863
    47 Amazon.Com Inc 37,447 70,593
    471 American Express Company 38,754 44,896
    183 American Financial Group Inc 14,556 16,567
    304 American Tower Corporation REIT 37,107 48,090
    450 American Wtr Wks Co Inc 35,354 40,847
    100 Amerisourcebergen Corp 8,068 7,440
    222 Ametek Inc New 12,016 15,029
    276 Analog Devices Inc 23,315 23,689
    475 Anheuser-Busch Inbev SA Spon ADR 43,229 31,260
    115 Ansys Inc 11,775 16,438
    487 Apple Inc 60,906 76,819
    350 Atmos Energy Corp 27,659 32,452
    92 Avery Dennison Corp 6,704 8,264
    710 Bank Of America Corp 17,289 17,494
    775 BCE Inc Com New 35,973 30,636
    82 Becton Dickinson & Co 14,044 18,476
    379 Bristol Myers Squibb Co 22,711 19,700
    32 Broadcom Inc 8,266 8,137
    175 C H Robinson Worldwide Inc 12,896 14,716
    445 Canadian National Railway Co 36,715 32,979
    250 Capital One Financial Corp 20,370 18,898
    400 Charles Schwab Corp New 13,284 16,612
    373 Chevron Corporation 40,362 40,579
    750 Cisco Systems Inc 22,145 32,498
    344 CMS Energy Corp 17,311 17,080
    285 Coca Cola Company 13,380 13,495
    165 Cognizant Technology Solutions 9,723 10,474
    2,291 Comcast Corp Cl A 81,712 78,009
    95 Constellation Brands Inc Cl A 17,690 15,278
    259 Corcept Therapeutics Inc 4,343 3,460
    101 Costco Wholesale Corp-New 16,227 20,575
    345 Crown Castle International Corp 32,078 37,477
    268 CSX Corporation 13,882 16,651
    251 CVS Health Corporation 19,865 16,446
    187 Cyrusone Inc 12,548 9,889
    138 Danaher Corporation 11,423 14,231
    797 Delta Air Lines Inc Del 45,894 39,770
    175 Diageo PLC-Sponsored ADR 19,203 24,815
    97 Diamondback Energy Inc 12,223 8,992
    320 DTE Energy Co 32,383 35,296
    312 E Trade Financial Corporation 20,171 13,691
    120 Ecolab Inc 14,485 17,682
    157 Eli Lilly & Co 12,192 18,168
    283 Emergent Biosolutions Inc 19,807 16,776
    373 EOG Res Inc 35,307 32,529
    188 Epam Systems Inc 14,173 21,810
    68 Equinix Inc Com Par $0.001 REIT 29,771 23,974
    495 Evergy Inc 26,535 28,101
    565 Eversource Energy 33,281 36,748
    238 Facebook Inc Cl A 32,160 31,199
    83 Fidelity National Information Services Inc 7,725 8,512
    303 Fiserv Inc 17,171 22,267
    156 Fortinet Inc 5,287 10,987
    178 Fortive Corporation 11,197 12,043
    5,100 General Electric Company 90,535 38,607
    306 Globus Medical Inc 12,972 13,244
    48 Home Depot Inc 8,441 8,247
    118 Illinois Tool Works Inc 15,100 14,949
    57 Incyte Corporation 5,805 3,625
    194 Ingersoll Rand Plc 19,858 17,699
    177 Insperity Inc 16,071 16,525
    479 Intel Corp 25,804 22,479
    231 Intercontinental Exchange Inc 13,062 17,401
    200 International Business Machines Corp 31,223 22,734
    333 Johnson & Johnson 38,710 42,974
    193 Jpmorgan Chase & Co 13,692 18,841
    182 Kimberly Clark Corp 21,801 20,737
    57 Kla-Tencor Corp 6,381 5,101
    49 Ligand Pharmaceuticals Inc 5,948 6,649
    273 LKQ Corporation 9,976 6,478
    157 Lowes Companies Inc 11,667 14,501
    570 Marathon Pete Corp 24,174 33,636
    3 Markel Corp Holding Co 2,522 3,114
    234 Mastercard Incorporated 33,870 44,144
    109 McDonalds Corp 17,371 19,355
    125 Mckesson Corp 16,406 13,809
    175 Medtronic PLC 13,312 15,918
    1162 Microsoft Corp 73,117 118,024
    946 Mondelez International Inc 40,689 37,868
    386 Morgan Stanley 16,904 15,305
    200 Nasdaq Inc 13,883 16,314
    275 Nestle SA-Sponsored ADR 21,917 22,261
    34 Netflix Com Inc 6,358 9,100
    414 Nextera Energy Inc 53,963 71,961
    445 Nextera Energy Partners Lp 17,642 19,157
    1,100 Nielsen Holdings PLC 28,039 25,663
    1,320 Nisource Inc 33,096 33,462
    251 Oneok Inc 11,234 13,541
    95 Pacira Pharmaceuticals Inc 4,603 4,087
    113 Paypal Holdings Inc 8,438 9,502
    225 Pepsico Inc 23,386 24,858
    263 Pioneer Natural Resources Company 44,322 34,590
    575 Procter & Gamble Co 47,625 52,854
    520 Public Service Enterprise Group Inc 24,312 27,066
    106 Raytheon Co 21,917 16,255
    258 Ross Stores Inc 16,377 21,466
    154 Royal Caribbean Cruises Ltd 18,874 15,060
    132 Sage Therapeutics Inc 9,064 12,644
    107 Salesforce.Com Inc 9,947 14,656
    170 SBA Communications Corp New Class A 23,681 27,521
    265 Sempra Energy 29,268 28,670
    635 South Jersey Industries Inc 17,757 17,653
    313 Stifel Financial Corp 18,573 12,964
    239 Stryker Corp 32,678 37,463
    856 Sysco Corp 46,016 53,637
    512 T Mobile US Inc 34,072 32,568
    435 Targa Resources Corp 21,346 15,669
    855 Telus Corporation 32,322 28,335
    151 Trade Desk Inc Class A 14,735 17,525
    645 Transcanada Corporation 25,953 23,027
    42 Transdigm Group Incorporated 9,041 14,283
    470 Twenty First Century Fox Inc Class A 18,103 22,616
    77 Ulta Beauty Inc 18,338 18,853
    156 Unilever PLC Spon ADR 8,923 8,151
    200 United Parcel Svc Inc Cl B 22,090 19,506
    221 Unitedhealth Group Inc 36,045 55,056
    325 US Bancorp Del 15,124 14,853
    141 Valero Energy Corp New 9,070 10,571
    91 Verisk Analytics Inc 7,593 9,923
    181 VF Corporation 10,949 12,913
    444 Visa Inc Cl A 37,850 58,581
    230 Walt Disney Co 25,366 25,220
    376 Waste Connections Inc 19,800 27,918
    245 Weight Watchers International Inc 18,600 9,445
    1,850 Western Union Co 36,130 31,561
    250 Willis Towers Watson Public Limited Company 33,060 37,965
    120 XPO Logistics Inc 6,474 6,845
    126 Yum Brands Inc 9,789 11,582
    161 Zendesk Inc 11,199 9,398
    214 Zoetis Inc Cl A 13,212 18,306

    TY 2018 LegalFeesSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 2,347 587   0


    TY 2018 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 45,829 45,829   0
    Postage 50 0   0


    TY 2018 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 936 936   0