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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$5,028,689J 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 592 592  
4 Dividends and interest from securities... 62,959 62,959  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -11,532
b Gross sales price for all assets on line 6a 1,980,376
7 Capital gain net income (from Part IV, line 2)... 0
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........ 52,019 63,551  
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 1,744 436   1,308
b Accounting fees (attach schedule)....... Click to see attachment 6,929 1,732   5,197
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 929 929   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 52,053 52,053   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,655 55,900   8,755
25 Contributions, gifts, grants paid....... 202,500 202,500
26 Total expenses and disbursements. Add lines 24 and 25 267,155 55,900   211,255
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -215,136
b Net investment income (if negative, enter -0-) 7,651
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 1,816 146 146
2 Savings and temporary cash investments......... 386,277 383,811 383,811
3 Accounts receivable bullet40
Less: allowance for doubtful accounts bullet   85 40 40
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)....... 3,130,341 Click to see attachment2,919,386 4,644,692
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) 3,518,519 3,303,383 5,028,689
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,518,519 3,303,383
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,518,519 3,303,383
30 Total liabilities and net assets/fund balances (see instructions). 3,518,519 3,303,383
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,518,519
2
Enter amount from Part I, line 27a .....................
2
-215,136
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,303,383
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 29 .
6
3,303,383
Form 990-PF (2020)
Form 990-PF (2020)
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 23 Adobe Inc   2019-01-30 2020-05-22
b 68 Albemarle Corporation   2017-05-08 2020-05-22
c 7 Albemarle Corporation   2017-11-28 2020-05-22
d 94 Albemarle Corporation   2019-02-22 2020-05-22
e 49 American Financial Group   2016-03-15 2020-05-22
52 American Financial Group   2016-06-29 2020-05-22
65 American Financial Group   2017-01-31 2020-05-22
17 American Financial Group   2017-11-28 2020-05-22
12 American Tower Corporation   2017-08-31 2020-03-11
143 Analog Devices Inc   2017-08-31 2020-06-25
60 Analog Devices Inc   2017-11-28 2020-06-25
608 Bank Of America   2017-05-08 2020-05-22
102 Bank Of America   2017-11-28 2020-05-22
23 Becton Dickinson & Co   2016-03-15 2020-05-22
21 Becton Dickinson & Co   2016-06-29 2020-05-22
30 Becton Dickinson & Co   2017-01-31 2020-05-22
8 Becton Dickinson & Co   2017-11-28 2020-05-22
316 Bristol Myers Squibb   2018-09-19 2020-05-22
63 Bristol Myers Squibb   2018-11-07 2020-05-22
227 CMS Energy Corp   2017-11-14 2020-05-22
74 CMS Energy Corp   2017-11-28 2020-05-22
43 CMS Energy Corp   2017-11-14 2020-03-11
71 Constellation Brands Inc   2017-05-08 2020-05-22
24 Constellation Brands Inc   2018-11-07 2020-05-22
322 Delta Air Lines   2018-11-30 2020-03-04
171 Ingersoll Rand Inc   2018-11-07 2020-03-09
0.19 Ingersoll Rand Inc   2018-11-07 2020-02-29
479 Intel Corp   2018-05-18 2020-12-21
256 Mastec Inc   2019-12-19 2020-03-11
20 Nextera Energy Inc   2016-03-15 2020-03-11
56 Northrop Grumman Corp   2020-03-11 2020-12-10
39 Oneok Inc   2016-03-15 2020-03-11
47 Oneok Inc   2016-06-29 2020-03-11
88 Oneok Inc   2017-01-31 2020-03-11
77 Oneok Inc   2017-11-28 2020-03-11
131 Ralph Lauren Corporation   2019-03-26 2020-05-22
86 Raytheon Co   2018-05-18 2020-03-11
20 Raytheon Co   2018-11-07 2020-03-11
154 Royal Caribbean Group   2018-08-30 2020-02-14
35 Rts T Mobile Us   2020-06-24 2020-07-08
192 Rts T Mobile Us   2020-06-24 2020-07-08
89 Rts T Mobile Us   2020-06-24 2020-07-08
206 Sysco Corp   2017-12-28 2020-03-11
35 T Mobile US   2018-11-07 2020-06-25
287 Tempur Sealy International Inc   2020-03-04 2020-06-25
194 Trane Technologies PLC   2018-11-07 2020-03-11
309 Truist Financial Corporation   2019-01-30 2020-05-22
58 Valero Energy Corp   2016-11-14 2020-03-04
83 Valero Energy Corp   2017-01-31 2020-03-04
158 Varian Medical Systems Inc   2019-11-22 2020-06-25
51 Visa Inc CL A   2016-03-15 2020-05-22
39 Visa Inc CL A   2016-06-29 2020-05-22
289 Western Alliance   2019-01-30 2020-05-22
190 Zoetis Inc   2017-05-19 2020-05-22
24 Zoetis Inc   2017-11-28 2020-05-22
46 Ametek Inc New   2020-05-22 2020-07-01
68 Ametek Inc New   2016-04-08 2020-07-01
116 Ametek Inc New   2017-01-30 2020-07-01
38 Ametek Inc New   2017-11-28 2020-07-01
76 Coca Cola Company   2020-05-22 2020-07-20
285 Coca Cola Company   2018-02-02 2020-07-20
117 Coca Cola Company   2019-02-14 2020-07-20
110 Colfax Corporation   2019-12-30 2020-04-07
91 Comcast Corp CL A   2020-05-22 2020-07-01
340 Comcast Corp CL A   2017-02-07 2020-07-01
69 Comcast Corp CL A   2017-11-28 2020-07-01
21 EOG Res Inc   2016-04-08 2020-02-24
36 EOG Res Inc   2017-01-30 2020-02-24
11 EOG Res Inc   2017-11-28 2020-02-24
33 Fortive Corporation   2016-04-08 2020-04-07
57 Fortive Corporation   2017-01-30 2020-04-07
20 Fortive Corporation   2017-11-28 2020-04-07
68 Fortive Corporation   2018-01-25 2020-04-07
79 Globus Medical Inc   2018-01-26 2020-03-10
93 Globus Medical Inc   2018-02-20 2020-03-10
64 Pacira Biosciences Inc   2017-07-19 2020-03-11
31 Pacira Biosciences Inc   2017-11-28 2020-03-11
46 Stryker Corp   2017-06-30 2020-03-11
12 Transdigm Group Incorporated   2016-04-08 2020-07-01
5 Transdigm Group Incorporated   2017-01-30 2020-07-01
34 Unitedhealth Group Inc   2016-04-08 2020-02-24
118 Waste Connections Inc   2016-04-08 2020-07-01
183 Waste Connections Inc   2017-01-30 2020-07-01
102 Yum Brands Inc   2017-09-12 2020-02-25
24 Yum Brands Inc   2017-11-28 2020-02-25
25 3M Company   2016-04-08 2020-05-19
25 3M Company   2017-01-30 2020-05-19
75 Affiliated Managers Group Inc   2019-05-21 2020-05-19
50 Affiliated Managers Group Inc   2019-05-22 2020-05-19
75 Affiliated Managers Group Inc   2019-08-05 2020-05-19
150 Affiliated Managers Group Inc   2019-03-25 2020-05-19
75 American Express Company   2020-03-18 2020-05-19
150 American Express Company   2016-04-08 2020-05-19
150 American Express Company   2017-01-30 2020-05-19
30 Amerisourcebergen Corp   2016-12-08 2020-03-17
45 Amerisourcebergen Corp   2017-01-30 2020-03-17
25 Amerisourcebergen Corp   2017-11-28 2020-03-17
54 Anheuser-Busch Inbev SA   2019-10-25 2020-05-19
21 Anheuser-Busch Inbev SA   2019-10-25 2020-05-19
150 Anheuser-Busch Inbev SA   2020-01-27 2020-05-19
200 Anheuser-Busch Inbev SA   2020-02-24 2020-05-19
100 Anheuser-Busch Inbev SA   2020-02-27 2020-05-19
100 Anheuser-Busch Inbev SA   2020-02-28 2020-05-19
125 Anheuser-Busch Inbev SA   2017-03-02 2020-05-19
25 Anheuser-Busch Inbev SA   2017-11-28 2020-05-19
175 Anheuser-Busch Inbev SA   2018-09-25 2020-05-19
150 Anheuser-Busch Inbev SA   2018-10-25 2020-05-19
50 C H Robinson Worldwide Inc   2016-04-08 2020-05-19
75 C H Robinson Worldwide Inc   2017-01-30 2020-05-19
50 C H Robinson Worldwide Inc   2017-05-11 2020-05-19
25 Capital One Financial Corp   2020-03-11 2020-05-19
100 Capital One Financial Corp   2020-03-16 2020-05-19
75 Capital One Financial Corp   2016-04-08 2020-05-19
125 Capital One Financial Corp   2017-01-30 2020-05-19
50 Capital One Financial Corp   2017-11-28 2020-05-19
225 Charles Schwab Corp New   2016-04-08 2020-05-19
175 Charles Schwab Corp New   2017-01-30 2020-05-19
300 Cisco Systems Inc   2017-01-30 2020-02-27
50 Diageo PLC-Sponsored ADR   2016-04-08 2020-05-19
15 Diageo PLC-Sponsored ADR   2016-11-10 2020-05-19
110 Diageo PLC-Sponsored ADR   2017-01-30 2020-05-19
100 Fedex Corp   2019-09-20 2020-05-19
75 Fedex Corp   2020-02-28 2020-05-19
75 Fedex Corp   2020-03-06 2020-05-19
50 Fedex Corp   2020-03-11 2020-05-19
100 Fedex Corp   2020-03-16 2020-05-19
650 Franklin Resources Inc   2020-03-04 2020-05-19
350 Franklin Resources Inc   2020-03-06 2020-05-19
400 Franklin Resources Inc   2020-03-12 2020-05-19
1000 General Electric Company   2019-08-15 2020-05-19
400 General Electric Company   2016-04-08 2020-05-19
750 General Electric Company   2017-01-30 2020-05-19
250 General Electric Company   2017-07-21 2020-05-19
100 General Electric Company   2017-09-08 2020-05-19
350 General Electric Company   2017-11-07 2020-05-19
550 General Electric Company   2017-11-28 2020-05-19
800 General Electric Company   2018-03-28 2020-05-19
1000 General Electric Company   2018-09-24 2020-05-19
900 General Electric Company   2018-11-09 2020-05-19
25 International Business Machines Corp   2017-01-30 2020-03-06
25 International Business Machines Corp   2017-05-11 2020-03-06
50 International Business Machines Corp   2017-08-31 2020-03-06
25 International Business Machines Corp   2017-11-28 2020-03-06
40 International Business Machines Corp   2016-04-08 2020-03-03
35 International Business Machines Corp   2017-01-30 2020-03-03
175 Johnson & Johnson   2017-01-30 2020-03-16
25 Johnson & Johnson   2017-11-28 2020-03-16
50 Mastercard Incorporated   2016-04-08 2020-05-19
50 Mastercard Incorporated   2017-01-30 2020-05-19
15 McKesson Corp   2016-12-08 2020-04-15
35 McKesson Corp   2017-01-30 2020-04-15
75 McKesson Corp   2018-07-31 2020-04-15
125 Microsoft Corp   2017-01-30 2020-05-19
50 Microsoft Corp   2017-01-30 2020-04-16
475 Molson Coors Beverage Company Class B   2019-08-09 2020-05-19
275 Nestle SA-Sponsored ADR   2018-03-08 2020-05-19
350 Nielsen Holdings PLC   2019-05-30 2020-05-19
200 Nielsen Holdings PLC   2019-08-06 2020-05-19
350 Nielsen Holdings PLC   2019-09-11 2020-05-19
500 Nielsen Holdings PLC   2019-11-08 2020-05-19
400 Nielsen Holdings PLC   2020-01-24 2020-05-19
1100 Nielsen Holdings PLC   2018-11-27 2020-05-19
25 Pepsico Inc   2016-04-08 2020-05-19
150 Pepsico Inc   2017-01-30 2020-05-19
50 Pepsico Inc   2016-04-08 2020-02-07
100 Procter & Gamble Co   2018-04-20 2020-05-19
25 Procter & Gamble Co   2017-11-28 2020-03-18
50 Procter & Gamble Co   2018-04-04 2020-03-18
25 Procter & Gamble Co   2018-04-20 2020-03-18
25 Procter & Gamble Co   2017-01-30 2020-03-09
50 Procter & Gamble Co   2017-11-28 2020-03-09
175 Procter & Gamble Co   2017-01-30 2020-01-27
300 Sysco Corp   2020-03-18 2020-05-19
200 Sysco Corp   2016-04-08 2020-05-19
300 Sysco Corp   2017-01-30 2020-05-19
150 Sysco Corp   2017-11-28 2020-05-19
50 United Parcel Svc Inc CL B   2016-04-08 2020-05-19
100 United Parcel Svc Inc CL B   2017-01-30 2020-05-19
50 United Parcel Svc Inc CL B   2018-04-04 2020-05-19
150 US Bancorp   2016-04-08 2020-05-19
175 US Bancorp   2017-01-30 2020-05-19
25 Walt Disney Co   2016-04-08 2020-05-19
25 Walt Disney Co   2017-01-30 2020-05-19
25 Walt Disney Co   2017-11-28 2020-05-19
900 Western Union Co   2017-01-30 2020-05-19
100 Western Union Co   2017-05-03 2020-05-19
350 Western Union Co   2017-11-28 2020-05-19
250 Western Union Co   2019-04-03 2020-05-19
50 Willis Towers Watson PLC   2016-04-08 2020-05-19
100 Willis Towers Watson PLC   2017-01-30 2020-05-19
100 Willis Towers Watson PLC   2018-08-10 2020-05-19
159 Alliant Energy Corporation   2020-04-08 2020-12-28
7 Alphabet Inc Class A   2019-01-11 2020-12-28
2 Alphabet Inc Class A   2019-01-11 2020-01-08
373 Altice USA Inc Class A   2017-12-28 2020-12-28
454 Altice USA Inc Class A   2017-12-28 2020-01-08
92 American Wtr Wks Co Inc   2016-07-19 2020-12-28
75 Atmos Energy Corp   2016-07-19 2020-12-28
32 Atmos Energy Corp   2016-07-19 2020-01-08
102 Canadian National Railway Co   2017-12-28 2020-12-28
21 Charter Communications Inc   2019-01-11 2020-12-28
24 Charter Communications Inc   2019-01-11 2020-01-08
7 Chevron Corporation   2020-01-08 2020-03-09
140 Chevron Corporation   2016-07-19 2020-03-09
25 Chevron Corporation   2016-08-08 2020-03-09
90 Chevron Corporation   2017-01-31 2020-03-09
15 Chevron Corporation   2017-11-30 2020-03-09
10 Chevron Corporation   2019-01-11 2020-03-09
156 CMS Energy Corp   2020-03-13 2020-12-28
185 Comcast Corp CL A   2020-02-04 2020-12-28
84 Coresite Rlty Corp   2019-01-11 2020-12-28
36 Crown Castle International Corp   2016-07-19 2020-12-28
9 Crown Castle International Corp   2016-08-08 2020-12-28
94 Crown Castle International Corp   2016-07-19 2020-01-08
95 Delta Air Lines Inc   2019-10-10 2020-03-18
276 Delta Air Lines Inc   2018-01-05 2020-03-18
55 Delta Air Lines Inc   2018-01-24 2020-03-18
90 Delta Air Lines Inc   2018-03-08 2020-03-18
65 Delta Air Lines Inc   2019-01-11 2020-03-18
54 Delta Air Lines Inc   2018-01-05 2020-01-08
5 DTE Energy Co   2019-01-11 2020-01-08
20 DTE Energy Co   2016-07-19 2020-01-08
45 DTE Energy Co   2017-01-31 2020-01-08
10 DTE Energy Co   2017-03-03 2020-01-08
85 DTE Energy Co   2017-06-08 2020-01-08
5 DTE Energy Co   2017-11-30 2020-01-08
99 Edison International   2020-01-08 2020-12-28
18 Equinix Inc   2018-06-26 2020-12-28
10 Equinix Inc   2018-06-26 2020-01-08
128 Eversource Energy   2016-07-19 2020-12-28
230 Fortis Inc   2020-01-08 2020-12-28
47 Kansas City Southern   2019-03-07 2020-12-28
95 Marathon Pete Corp   2016-07-19 2020-01-08
25 Marathon Pete Corp   2016-08-08 2020-01-08
210 Marathon Pete Corp   2017-01-31 2020-01-08
35 Marathon Pete Corp   2017-06-08 2020-01-08
196 Nextera Energy Inc   2016-07-19 2020-12-28
19 Nextera Energy Inc   2016-07-19 2020-01-08
169 Nextera Energy Partners LP   2018-01-04 2020-03-19
220 Nextera Energy Partners LP   2018-01-05 2020-03-19
375 Nextera Energy Partners LP   2019-01-11 2020-03-19
56 Nextera Energy Partners LP   2018-01-04 2020-01-08
320 Nisource Inc   2016-07-19 2020-12-28
157 Nisource Inc   2016-07-19 2020-01-08
593 Oneok Inc   2019-01-11 2020-06-03
7 Oneok Inc   2019-01-11 2020-01-08
1261 Outfront Media Inc   2020-01-08 2020-03-18
73 Prologis Inc   2020-06-15 2020-12-28
217 Rts T Mobile US Inc   2020-06-24 2020-07-14
63 Rts T Mobile US Inc   2020-06-24 2020-07-14
165 Rts T Mobile US Inc   2020-06-24 2020-07-14
38 SBA Communications Corp A   2017-05-03 2020-12-28
12 SBA Communications Corp A   2017-05-03 2020-01-08
30 Sempra   2020-01-08 2020-09-14
50 Sempra   2020-06-09 2020-09-14
125 Sempra   2016-07-19 2020-09-14
25 Sempra   2016-08-08 2020-09-14
65 Sempra   2017-01-31 2020-09-14
50 Sempra   2017-06-08 2020-09-14
10 Sempra   2019-01-11 2020-09-14
55 South Jersey Industries Inc   2020-01-08 2020-04-07
44 South Jersey Industries Inc   2018-03-27 2020-04-07
315 South Jersey Industries Inc   2018-03-28 2020-04-07
420 South Jersey Industries Inc   2019-01-11 2020-04-07
276 South Jersey Industries Inc   2018-03-27 2020-04-06
80 T Mobile Us Inc   2020-04-03 2020-12-28
615 TC Energy Corp   2018-12-07 2020-04-17
245 TC Energy Corp   2019-01-11 2020-04-17
30 TC Energy Corp   2018-12-07 2020-01-08
488 Telus Corporation   2019-06-24 2020-12-28
55 Union Pacific Corp   2020-01-08 2020-12-28
676 Viacomcbs Inc Class B   2019-06-20 2020-02-04
64 Viacomcbs Inc Class B   2019-06-20 2020-01-08
843 Vistra Corp   2019-12-04 2020-03-13
27 Vistra Corp   2019-12-12 2020-03-13
248 Vistra Corp   2019-12-12 2020-03-13
27 Vistra Corp   2019-12-04 2020-01-08
118 Xcel Energy Inc   2020-09-14 2020-12-28
Capital Gains Dividends P    
(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 8,816   5,584 3,232
b 4,601   7,453 -2,852
c 474   956 -482
d 6,361   8,348 -1,987
e 2,893   3,465 -572
3,070   3,732 -662
3,838   5,597 -1,759
1,004   1,762 -758
2,768   1,779 989
16,936   11,993 4,943
7,106   5,199 1,907
13,784   14,562 -778
2,313   2,727 -414
5,564   3,437 2,127
5,080   3,518 1,562
7,257   5,287 1,970
1,935   1,803 132
19,340   19,401 -61
3,856   3,310 546
12,526   11,447 1,079
4,083   3,695 388
2,709   2,168 541
12,059   12,745 -686
4,076   4,945 -869
14,973   19,507 -4,534
3,921   4,459 -538
5   5 0
21,897   25,804 -3,907
8,865   16,325 -7,460
4,846   2,316 2,530
16,863   17,888 -1,025
1,442   800 642
1,738   1,904 -166
3,253   4,186 -933
2,847   3,350 -503
9,664   16,121 -6,457
14,032   18,180 -4,148
3,263   3,737 -474
17,410   18,874 -1,464
6   11 -5
34   62 -28
16   29 -13
11,833   12,556 -723
3,884   2,470 1,414
19,818   22,753 -2,935
20,824   15,394 5,430
10,245   15,241 -4,996
3,665   3,637 28
5,245   5,433 -188
18,093   20,798 -2,705
9,691   3,648 6,043
7,411   2,974 4,437
9,512   13,153 -3,641
24,675   11,497 13,178
3,117   1,715 1,402
4,047   3,893 154
5,983   3,369 2,614
10,207   5,933 4,274
3,344   2,714 630
3,496   3,412 84
13,111   13,380 -269
5,382   5,382 0
2,301   3,977 -1,676
3,628   3,539 89
13,556   12,743 813
2,751   2,451 300
1,477   1,534 -57
2,533   3,631 -1,098
774   1,099 -325
1,943   1,464 479
3,356   3,137 219
1,177   1,467 -290
4,003   5,129 -1,126
3,163   3,681 -518
3,724   4,508 -784
2,248   3,171 -923
1,089   1,432 -343
8,040   6,417 1,623
5,299   2,144 3,155
2,208   893 1,315
9,563   4,286 5,277
10,971   5,059 5,912
17,015   9,750 7,265
10,167   7,849 2,318
2,392   1,940 452
3,753   4,171 -418
3,753   4,386 -633
5,013   6,705 -1,692
3,342   4,462 -1,120
5,013   5,942 -929
10,026   14,980 -4,954
6,667   5,484 1,183
13,333   8,983 4,350
13,333   11,512 1,821
2,562   2,304 258
3,843   3,724 119
2,135   2,041 94
2,270   4,431 -2,161
883   1,723 -840
6,306   11,326 -5,020
8,407   13,971 -5,564
4,204   6,111 -1,907
4,204   5,596 -1,392
5,255   13,333 -8,078
1,051   2,946 -1,895
7,357   15,859 -8,502
6,306   11,091 -4,785
3,855   3,626 229
5,783   5,774 9
3,855   3,496 359
1,554   1,833 -279
6,215   5,824 391
4,661   5,033 -372
7,769   10,957 -3,188
3,108   4,381 -1,273
7,585   6,007 1,578
5,899   7,276 -1,377
12,355   9,230 3,125
7,012   5,391 1,621
2,104   1,529 575
15,426   12,283 3,143
11,744   15,165 -3,421
8,808   10,226 -1,418
8,808   9,690 -882
5,872   5,663 209
11,744   9,759 1,985
11,909   15,158 -3,249
6,413   7,744 -1,331
7,329   6,752 577
6,341   7,987 -1,646
2,536   12,335 -9,799
4,755   22,393 -17,638
1,585   6,440 -4,855
634   2,382 -1,748
2,219   7,069 -4,850
3,487   10,026 -6,539
5,073   10,525 -5,452
6,341   11,747 -5,406
5,707   7,620 -1,913
3,184   4,382 -1,198
3,184   3,765 -581
6,369   7,159 -790
3,184   3,819 -635
5,325   5,964 -639
4,659   6,134 -1,475
22,743   19,771 2,972
3,249   3,470 -221
14,855   4,693 10,162
14,855   5,432 9,423
2,054   2,137 -83
4,793   4,787 6
10,271   9,482 789
23,232   8,140 15,092
8,713   3,256 5,457
18,231   25,052 -6,821
29,705   21,918 7,787
4,759   7,994 -3,235
2,719   4,310 -1,591
4,759   7,875 -3,116
6,799   9,878 -3,079
5,439   8,460 -3,021
14,957   28,039 -13,082
3,323   2,618 705
19,936   15,534 4,402
7,257   5,235 2,022
11,356   7,434 3,922
2,900   2,231 669
5,799   3,933 1,866
2,900   1,858 1,042
2,997   2,168 829
5,993   4,462 1,531
22,039   15,179 6,860
15,771   8,715 7,056
10,514   9,371 1,143
15,771   15,764 7
7,886   8,324 -438
4,841   5,231 -390
9,683   11,653 -1,970
4,841   5,206 -365
4,895   5,934 -1,039
5,710   9,190 -3,480
2,886   2,399 487
2,886   2,737 149
2,886   2,563 323
17,228   17,557 -329
1,914   1,924 -10
6,700   6,835 -135
4,785   4,757 28
10,273   5,661 4,612
20,547   12,413 8,134
20,547   14,987 5,560
8,004   8,004 0
12,214   7,462 4,752
2,802   2,132 670
13,596   7,548 6,048
13,169   9,187 3,982
13,762   7,502 6,260
6,998   5,990 1,008
3,554   2,556 998
11,233   8,416 2,817
13,883   6,152 7,731
12,211   7,031 5,180
583   830 -247
11,651   14,830 -3,179
2,081   2,536 -455
7,490   10,024 -2,534
1,248   1,773 -525
832   1,129 -297
9,144   9,181 -37
9,393   8,125 1,268
10,485   7,416 3,069
5,556   3,399 2,157
1,389   828 561
13,096   9,034 4,062
2,117   4,949 -2,832
6,150   15,371 -9,221
1,226   3,071 -1,845
2,005   4,938 -2,933
1,448   3,119 -1,671
3,163   3,007 156
642   559 83
2,569   1,958 611
5,781   4,437 1,344
1,285   1,012 273
10,919   9,231 1,688
642   575 67
6,200   6,241 -41
12,738   7,656 5,082
5,836   4,253 1,583
10,831   7,428 3,403
9,441   9,583 -142
9,491   5,265 4,226
5,547   3,550 1,997
1,460   1,050 410
12,263   10,044 2,219
2,044   1,872 172
14,784   6,259 8,525
4,598   2,427 2,171
5,588   6,238 -650
7,274   8,223 -949
12,400   15,636 -3,236
2,918   2,097 821
7,097   8,345 -1,248
4,340   4,094 246
24,030   32,721 -8,691
537   399 138
11,122   34,434 -23,312
7,146   6,799 347
35   70 -35
10   20 -10
27   53 -26
10,472   4,867 5,605
2,873   1,537 1,336
3,571   4,483 -912
5,952   6,574 -622
14,880   14,141 739
2,976   2,702 274
7,738   6,654 1,084
5,952   5,771 181
1,190   1,144 46
1,344   1,697 -353
1,075   1,219 -144
7,695   8,894 -1,199
10,260   12,191 -1,931
6,714   7,645 -931
10,735   6,602 4,133
27,578   24,746 2,832
10,986   9,917 1,069
1,586   1,207 379
9,813   8,961 852
11,212   9,847 1,365
22,601   34,278 -11,677
2,677   3,245 -568
12,648   21,255 -8,607
405   712 -307
3,721   5,961 -2,240
618   618 0
7,655   7,655 0
282     282
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       3,232
b       -2,852
c       -482
d       -1,987
e       -572
      -662
      -1,759
      -758
      989
      4,943
      1,907
      -778
      -414
      2,127
      1,562
      1,970
      132
      -61
      546
      1,079
      388
      541
      -686
      -869
      -4,534
      -538
      0
      -3,907
      -7,460
      2,530
      -1,025
      642
      -166
      -933
      -503
      -6,457
      -4,148
      -474
      -1,464
      -5
      -28
      -13
      -723
      1,414
      -2,935
      5,430
      -4,996
      28
      -188
      -2,705
      6,043
      4,437
      -3,641
      13,178
      1,402
      154
      2,614
      4,274
      630
      84
      -269
      0
      -1,676
      89
      813
      300
      -57
      -1,098
      -325
      479
      219
      -290
      -1,126
      -518
      -784
      -923
      -343
      1,623
      3,155
      1,315
      5,277
      5,912
      7,265
      2,318
      452
      -418
      -633
      -1,692
      -1,120
      -929
      -4,954
      1,183
      4,350
      1,821
      258
      119
      94
      -2,161
      -840
      -5,020
      -5,564
      -1,907
      -1,392
      -8,078
      -1,895
      -8,502
      -4,785
      229
      9
      359
      -279
      391
      -372
      -3,188
      -1,273
      1,578
      -1,377
      3,125
      1,621
      575
      3,143
      -3,421
      -1,418
      -882
      209
      1,985
      -3,249
      -1,331
      577
      -1,646
      -9,799
      -17,638
      -4,855
      -1,748
      -4,850
      -6,539
      -5,452
      -5,406
      -1,913
      -1,198
      -581
      -790
      -635
      -639
      -1,475
      2,972
      -221
      10,162
      9,423
      -83
      6
      789
      15,092
      5,457
      -6,821
      7,787
      -3,235
      -1,591
      -3,116
      -3,079
      -3,021
      -13,082
      705
      4,402
      2,022
      3,922
      669
      1,866
      1,042
      829
      1,531
      6,860
      7,056
      1,143
      7
      -438
      -390
      -1,970
      -365
      -1,039
      -3,480
      487
      149
      323
      -329
      -10
      -135
      28
      4,612
      8,134
      5,560
      0
      4,752
      670
      6,048
      3,982
      6,260
      1,008
      998
      2,817
      7,731
      5,180
      -247
      -3,179
      -455
      -2,534
      -525
      -297
      -37
      1,268
      3,069
      2,157
      561
      4,062
      -2,832
      -9,221
      -1,845
      -2,933
      -1,671
      156
      83
      611
      1,344
      273
      1,688
      67
      -41
      5,082
      1,583
      3,403
      -142
      4,226
      1,997
      410
      2,219
      172
      8,525
      2,171
      -650
      -949
      -3,236
      821
      -1,248
      246
      -8,691
      138
      -23,312
      347
      -35
      -10
      -26
      5,605
      1,336
      -912
      -622
      739
      274
      1,084
      181
      46
      -353
      -144
      -1,199
      -1,931
      -931
      4,133
      2,832
      1,069
      379
      852
      1,365
      -11,677
      -568
      -8,607
      -307
      -2,240
      0
      0
      282
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 -11,532
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 106
c All other domestic foundations enter 1.39% 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........................... 3 106
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- ..... 5 106
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,630
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 2,630
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 2,524
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,524 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 Harris 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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    4,169,727
    b
    Average of monthly cash balances.......................
    1b
    342,865
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,512,592
    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
    4,512,592
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    67,689
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,444,903
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    222,245
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    222,245
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    106
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    106
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    222,139
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    222,139
    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
    222,139
    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
    211,255
    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
    211,255
    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
    211,255
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 222,139
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 30,892
    b From 2016...... 13,170
    c From 2017...... 1,695
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 45,757
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 211,255
    a Applied to 2019, 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 2020 distributable amount..... 211,255
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 10,884 10,884
    (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 34,873
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		20,008
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		14,865
    10 Analysis of line 9:
    a Excess from 2016.... 13,170
    b Excess from 2017.... 1,695
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    Big Oak Ranch
    P O Box 507
    Springville,AL35146     		None PC Charitable 5,000
    Global Outreach International
    P O Box 1
    Tupelo,MS38802     		None PC Charitable 5,000
    Holy Cross School
    5500 Paris Avenue
    New Orleans,LA70122     		None PC Charitable 5,000
    March of Dimes
    450 Century Park South Suite 200-B
    Birmingham,AL35226     		None PC Charitable 5,000
    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 20,000
    Stephen Siller Tunnel to Towers Foundation
    2361 Hylan Blvd
    Staten Island,NY10306     		None PC Charitable 10,000
    The A21 Campaign Inc
    427 East 17th Street Suite 223
    Costa Mesa,CA92627     		None PC Charitable 10,000
    The Bell Center
    1700 29th Ct S
    Birmingham,AL35209     		None PC Charitable 2,500
    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 65,000
    The University of Alabama
    Box 870122
    Tuscaloosa,AL354870122     		None PC Charitable 10,000
    UAB Comprehensive Cancer Center
    1530 3rd Avenue South
    Birmingham,AL35294     		None PC Charitable 10,000
    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
    Total .................................bullet 3a 202,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 592  
    4 Dividends and interest from securities....     14 62,959  
    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 -11,532  
    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 52,019 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    52,019
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 6,929 1,732   5,197

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Name of Stock End of Year Book Value End of Year Fair Market Value
    147 Abbott Laboratories 11,815 16,095
    253 Abbvie Inc 23,377 27,109
    455 Acadia Pharmaceuticals Inc 23,355 24,324
    104 Activision Blizzard Inc 6,390 9,656
    61 Adobe Inc 14,811 30,507
    99 Alexion Pharmaceuticals Inc 12,053 15,468
    721 Alliant Energy Corporation 37,202 37,153
    205 Allstate Corp 19,161 22,536
    60 Alphabet Inc 60,899 105,158
    21 Alphabet Inc Class A 21,065 36,805
    33 Alphabet Inc Class C 31,052 57,812
    1693 Altice USA Inc Class A 35,330 64,114
    63 Amazon.Com Inc 80,487 205,187
    217 American Express Company 22,348 26,237
    72 American Tower Corporation REIT 10,678 16,161
    416 American Wtr Wks Co Inc 38,019 63,844
    134 Ansys Inc 16,909 48,749
    2228 Apple Inc 83,144 295,633
    338 Atmos Energy Corp 28,504 32,255
    154 Avery Dennison Corp 13,328 23,887
    352 Best Buy Company Inc 27,526 35,126
    544 Borg Warner Automotive Inc 17,972 21,020
    268 Bristol Myers Squibb Co 14,842 16,624
    36 Broadcom Inc 9,359 15,763
    352 Cadence Design Systems Inc 30,744 48,023
    461 Canadian National Railway Co 39,105 50,641
    95 Charter Communications Inc 31,417 62,847
    20 Charter Communications Inc Cl A 9,327 13,231
    152 Chevron Corporation 15,633 12,836
    482 Cisco Systems Inc 22,604 21,570
    904 Citizens Financial Group Inc 19,151 32,327
    708 CMS Energy Corp 41,362 43,195
    550 Coca Cola Company 24,764 30,162
    1351 Comcast Corp Cl A 52,085 70,792
    380 Coresite Rlty Corp 36,843 47,606
    124 Costco Wholesale Corp 23,165 46,721
    289 Crowdstrike Holdings Inc 23,343 61,216
    206 Crown Castle International Corp 18,286 32,793
    370 CVS Health Corporation 27,387 25,271
    162 Danaher Corporation 15,208 35,987
    262 Dominion Energy Inc 20,694 19,702
    340 Dupont De Nemours Inc 16,386 24,177
    1193 DXC Technology Company 25,073 30,720
    146 Ecolab Inc 19,706 31,589
    450 Edison International 34,294 28,269
    120 Edwards Lifesciences Corp 8,842 10,948
    188 Eli Lilly & Co 16,893 31,742
    143 Epam Systems Inc 14,468 51,244
    80 Equinix Inc $0.001 REIT 35,850 57,134
    22 Equinix Inc REIT 11,960 15,712
    580 Eversource Energy 38,563 50,176
    314 Exxon Mobil Corp 13,397 12,943
    163 Facebook Inc 24,497 44,525
    364 Facebook Inc Cl A 73,259 99,430
    99 Fidelity National Information Services Inc 9,911 14,005
    115 Five9 Inc 7,070 20,056
    115 Fortinet Inc 6,179 17,081
    1046 Fortis Inc 41,693 42,698
    383 Gibraltar Industries Inc 20,449 27,553
    48 Home Depot Inc 8,441 12,750
    100 Honeywell Intl Inc 13,730 21,270
    64 Incyte Corporation 6,498 5,567
    63 Inspire Medical Systems Inc 4,665 11,850
    270 Intercontinental Exchange Inc 16,682 31,128
    43 Intuit Inc 12,076 16,334
    161 Johnson & Johnson 19,556 25,338
    231 JPMorgan Chase & Co 17,086 29,353
    211 Kansas City Southern 27,429 43,071
    182 Kimberly Clark Corp 21,801 24,539
    68 KLA Corporation 8,272 17,606
    76 LHC Group Inc 9,035 16,212
    50 Lockheed Martin Corp 17,951 17,749
    157 Lowes Companies Inc 11,667 25,200
    285 LPL Financial Holdings Inc 19,128 29,703
    89 Marsh & Mclennan Companies Inc 9,819 10,413
    195 Mastercard Incorporated 44,380 69,603
    149 McDonalds Corp 24,718 31,972
    1029 Microsoft Corp 100,501 228,870
    446 Mondelez International Inc 19,122 26,078
    481 Morgan Stanley 20,707 32,963
    200 Nasdaq Inc 13,883 26,548
    163 Neogenomics Inc 4,735 8,776
    48 Netflix Com Inc 22,925 25,955
    1248 Nextera Energy Inc 46,811 96,283
    1453 Nisource Inc 36,311 33,332
    108 Norfolk Southern Corp 21,364 25,662
    145 Nvidia Corp 45,809 75,719
    289 Paypal Holdings Inc 34,676 67,684
    250 Pinterest Inc Class A 8,482 16,475
    149 Pioneer Natural Resources Company 19,659 16,970
    332 Prologis Inc 30,460 33,087
    135 Qorvo Inc 21,704 22,446
    158 Qualcomm Inc 13,996 24,070
    666 Rexnord Corporation 18,099 26,300
    37 Roper Technologies 14,393 15,950
    315 Ross Stores Inc 21,740 38,685
    284 Salesforce.Com Inc 38,324 63,199
    170 SBA Communications Corp New Class A 26,415 47,962
    31 Servicenow Inc 9,521 17,063
    704 Stag Industrial Inc 20,689 22,049
    207 Stryker Corp 28,834 50,723
    646 T Mobile US Inc 56,208 87,113
    2212 Telus Corporation 40,994 43,798
    69 Thermo Fisher Scientific Inc 23,352 32,139
    34 Transdigm Group Incorporated 8,608 21,041
    185 Unilever PLC Sponsored Adr 10,389 11,167
    252 Union Pacific Corp 39,247 52,471
    206 Unitedhealth Group Inc 37,177 72,240
    108 Verisk Analytics Inc 10,260 22,420
    128 Vertex Pharmaceuticals Inc 32,641 30,252
    1583 Vertiv Holdings Llc Class A 30,127 29,555
    219 VF Corporation 12,379 18,705
    332 Visa Inc Cl A 33,365 72,618
    177 Walmart Inc 20,412 25,515
    183 Walt Disney Co 20,799 33,156
    156 Waste Connections Inc 12,349 16,001
    537 Xcel Energy Inc 37,849 35,802
    206 Yeti Holdings Inc 5,898 14,105
    193 Zoetis Inc Cl A 26,004 31,942

    TY 2020 LegalFeesSchedule
    Name:
    O'Sullivan Family Charitable Foundation
    EIN:
    20-1882904
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 1,744 436   1,308


    TY 2020 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 52,053 52,053   0


    TY 2020 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 929 929   0