Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Meg and Tim Callahan Family Foundation
 
% MRS MEG CALLAHAN
Number and street (or P.O. box number if mail is not delivered to street address)9 WEST WALTON STREET 2002
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60610
A Employer identification number

86-1173527
B Telephone number (see instructions)

(847) 846-7726
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,849,956J 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) 993,721
2 Check right arrow.............
3 Interest on savings and temporary cash investments 444 444  
4 Dividends and interest from securities... 83,653 83,653  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 272,222
b Gross sales price for all assets on line 6a 1,334,997
7 Capital gain net income (from Part IV, line 2)... 272,222
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)....... Click to see attachment
List of Attached Documents:
// Content
-1,255 -257  
12 Total. Add lines 1 through 11........ 1,348,785 356,062  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
21,792 21,792    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
700      
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
List of Attached Documents:
// Content
17,393 5,736   11,657
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,885 27,528   11,657
25 Contributions, gifts, grants paid....... 159,950 159,950
26 Total expenses and disbursements. Add lines 24 and 25 199,835 27,528   171,607
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,148,950
b Net investment income (if negative, enter -0-) 328,534
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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 Savings and temporary cash investments......... 35,369 58,379 58,379
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,661,176 Click to see attachment
List of Attached Documents:
// Content
3,933,815 		3,773,808
c Investments—corporate bonds (attach schedule)....... 100,181 Click to see attachment
List of Attached Documents:
// Content
100,181 		100,000
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 872,994 Click to see attachment
List of Attached Documents:
// Content
726,295 		917,769
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,669,720 4,818,670 4,849,956
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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 3,669,720 4,818,670
29 Total net assets or fund balances (see instructions)..... 3,669,720 4,818,670
30 Total liabilities and net assets/fund balances (see instructions). 3,669,720 4,818,670
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
3,669,720
2
Enter amount from Part I, line 27a .....................
2
1,148,950
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,818,670
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,818,670
Form 990-PF (2023)
Form 990-PF (2023)
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c BBR ALO FUND, LLC P 2020-05-01 2023-09-29
d
e
(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 1,154,997   910,567 244,430
b       20
c 180,000   152,228 27,772
d
e
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       244,430
b        
c       27,772
d
e
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 2 272,222
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
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 right arrow 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) 1 4,567
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 4,567
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,567
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,700
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,100
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 233
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow233 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowMRS MEG CALLAHAN Telephone no.right arrow (847) 846-7726

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
Justin Bristol Dir, Pres, Treas
1.0 		0 0 0
9 WEST WALTON STREET 2002
CHICAGO,IL60610
Meg Callahan Sec, Dir, VP
1.0 		0 0 0
9 WEST WALTON STREET 2002
CHICAGO,IL60610
Tim Callahan Dir, COB
1.0 		0 0 0
9 WEST WALTON STREET 2002
CHICAGO,IL60610
Caroline Callahan Bristol Dir
1.0 		0 0 0
9 WEST WALTON STREET 2002
CHICAGO,IL60610
Chelsea Starr Callahan Huson Dir
1.0 		0 0 0
9 WEST WALTON STREET 2002
CHICAGO,IL60610
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,724,345
b
Average of monthly cash balances.......................
1b
104,000
c
Fair market value of all other assets (see instructions)................
1c
1,051,906
d
Total (add lines 1a, b, and c).........................
1d
3,880,251
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,880,251
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
58,204
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,822,047
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
191,102
Part X
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 IX, line 6..................
1
191,102
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,567
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,567
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
186,535
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
186,535
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
186,535
Part XI
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
171,607
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
171,607
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 186,535
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 68,014
b From 2019......  
c From 2020...... 107,758
d From 2021......  
e From 2022...... 71,573
f Total of lines 3a through e ........ 247,345
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 171,607
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 171,607
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 14,928 14,928
(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 5 232,417
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		53,086
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		179,331
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 107,758
c Excess from 2021....  
d Excess from 2022.... 71,573
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
Meg Callahan
Tim Callahan
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC To provide aid in the barbaric and horrific invasion by Hamas into Israel 5,000

AMERICAN FRIENDS OF NEVE SHALOM-WAHAT AL-SALAM

229 N CENTRAL AVE FL 4 401
GLENDALE,CA91203 		N/A PC General & Unrestricted 500

AMERICAN JEWISH COMMITTEE

165 E 56TH ST 6TH FL
NEW YORK,NY10022 		N/A PC Credit to Sarasota Office 10,000

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL60603 		N/A PC Luminaries 6,000

CHIARTS FOUNDATION

30 N LASELLE ST SUITE
CHICAGO,IL60602 		N/A PC General & Unrestricted 500

COMMUNITY PARTNERS FOR AFFORDABLE HOUSING

800 S MILWAUKEE AVE STE 201
LIBERTYVILLE,IL60048 		N/A PC General & Unrestricted 1,000

CONGENITAL ADRENAL HYPERPLASIA RESEARCH EDUCATION

2414 MORRIS AVE STE 110
UNION,NJ07083 		N/A PC General & Unrestricted 3,000

EVERGREEN CLIMATE INNOVATIONS

20 N WACKER DR STE 1200
CHICAGO,IL60606 		N/A PC General & Unrestricted 25,000

HUBBARD STREET DANCE CHICAGO INC

1658 N MILWAUKEE AVE STE 100-15838
CHICAGO,IL60647 		N/A PC Charitable Event 13,250

IMAGINE ENGLEWOOD IF NFP

PO BOX 368888
CHICAGO,IL60636 		N/A PC General & Unrestricted 2,000

INVEST FOR KIDS INC

875 N MICHIGAN AVE STE 3400
CHICAGO,IL60611 		N/A PC General & Unrestricted 1,200

NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION

14 FEDERAL ST STE 2
NANTUCKET,MA02554 		N/A PC General & Unrestricted 10,000

NEW WOMEN NEW YORKERS INC

82 NASSAU ST 952
NEW YORK,NY10038 		N/A PC General & Unrestricted 500

NORTHWESTERN MEMORIAL FOUNDATION

541 N FAIRBANKS COURT STE 800
CHICAGO,IL60611 		N/A PC Osher Center 50,000

SOCIAL VENTURE PARTNERS CHICAGO

PO BOX 57362
CHICAGO,IL60657 		N/A PC General & Unrestricted 5,000

THE ART CENTER HIGHLAND PARK

1957 SHERIDAN RD
HIGHLAND PARK,IL60035 		N/A PC Charitable Event 500

UNIVERSITY OF NOTRE DAME

OFC OF RESEARCH
NOTRE DAME,IN46556 		N/A PC Sorin Society 1,500

URBAN PREP ACADEMIES

420 N WABASH AVE STE 500
CHICAGO,IL60611 		N/A PC Thanksgiving Meals for UP Families 25,000
Total .................................right arrow 3a 159,950
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 444  
4 Dividends and interest from securities ....     14 83,653  
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 ............ 		    18 272,222  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -998 14 -257  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -998 356,062  
13Total. Add line 12, columns (b), (d), and (e)..................
13
355,064
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Meg and Tim Callahan Family Foundation
 
Employer identification number

86-1173527
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number
86-1173527
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Callahan Meg
9 West Walton Street 2002
 
Chicago, IL60610

$ 993,721


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ABBOTT LABS ABT, 49 sh. $ 5,288 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ABBVIE INC ABBV, 64 sh. $ 9,733 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ADVANCED MICRO DEVICES INC AMD, 28 sh. $ 3,883 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AES CORP AES, 61 sh. $ 1,146 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AIR PRODS & CHEM INC APD, 3 sh. $ 810 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALIGN TECHNOLOGY, INC ALGN, 2 sh. $ 542 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WAL-MART STORES INC WMT, 49 sh. $ 7,570 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WELLS FARGO & CO WFC, 229 sh. $ 11,331 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 YUM BRANDS INC YUM, 63 sh. $ 8,147 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ZOETIS INC ZTS, 38 sh. $ 7,427 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNITED PARCEL SERVICE UPS, 21 sh. $ 3,288 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNITED RENTALS INC URI, 17 sh. $ 9,643 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNITEDHEALTH GROUP INC UNH, 25 sh. $ 12,967 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VALERO ENERGY CORP VLO, 16 sh. $ 2,109 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VISA INC V, 5 sh. $ 1,293 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VOYA FINANCIAL INC VOYA, 37 sh. $ 2,732 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TAPESTRY INC TPR, 104 sh. $ 3,877 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TARGET CORPORATION TGT, 33 sh. $ 4,569 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TESLA MOTORS INC TSLA, 4 sh. $ 1,007 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THE COCA-COLA CO KO, 21 sh. $ 1,213 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THERMO FISHER SCIENTIFIC INC TMO, 16 sh. $ 8,361 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TRANSDIGM GRP INC TDG, 1 sh. $ 988 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SHERWIN-WILLIAMS CO SHW, 23 sh. $ 7,050 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SNAP ON INC SNA, 10 sh. $ 2,866 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SOUTHERN CO SO, 34 sh. $ 2,361 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 STATE STREET CORPORATION STT, 32 sh. $ 2,453 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SYNOVUS FINL CP SNV, 93 sh. $ 3,513 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 T-MOBILE US INC TMUS, 8 sh. $ 1,239 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ROCKWELL AUTOMATION INC ROK, 8 sh. $ 2,444 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ROYAL CARRIBEAN CRUISE RCL, 41 sh. $ 5,129 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RAYTHEON TECHNOLOGIES CORP RTX, 16 sh. $ 1,315 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 S&P GLOBAL INC COM SPGI, 42 sh. $ 18,105 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SCHLUMBERGER LTD SLB, 137 sh. $ 7,208 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SENSATA TECHNOLOGIES HOLDINGS PLC ST, 33 sh. $ 1,223 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PRUDENTIAL FINCL INC PRU, 14 sh. $ 1,438 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLIC SVC ENTERPRISE GROUP INC PEG, 47 sh. $ 2,847 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QUALCOMM INC QCOM, 29 sh. $ 4,113 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 REALTY INCOME CORP O, 23 sh. $ 1,312 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 REGIONS FINANCIAL CORP RF, 76 sh. $ 1,452 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 REPUBLIC SVCS INC RSG, 18 sh. $ 2,921 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PNC FINANCIAL GROUP INC PNC, 13 sh. $ 1,973 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PPG INDUSTRIES INC PPG, 27 sh. $ 3,979 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PRINCIPAL FINANCIAL GROUP PFG, 86 sh. $ 6,739 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PROCTER GAMBLE CO PG, 83 sh. $ 11,949 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PROGRESSIVE CORP OHIO PGR, 12 sh. $ 1,866 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PROLOGIS PLD, 33 sh. $ 4,316 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OLD DOMINION FREIGHT LINE ODFL, 9 sh. $ 3,663 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OMNICOM GROUP OMC, 9 sh. $ 773 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 129 sh. $ 13,574 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PAYCHEX PAYX, 68 sh. $ 8,189 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PHILIP MORRIS INTL PM, 47 sh. $ 4,353 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PHINIA INC PHIN, 19 sh. $ 564 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NEXTERA ENERGY, INC NEE, 104 sh. $ 6,225 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NIKE INC-CL B NKE, 19 sh. $ 2,324 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NORTHROP GRUMMAN CORP NOC, 2 sh. $ 920 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NUCOR CP NUE, 45 sh. $ 7,969 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 106 sh. $ 51,682 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 O'REILLY AUTOMOTIVE INC ORLY, 7 sh. $ 6,702 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MONOLITHIC POWER SYSTEMS, INC MPWR, 21 sh. $ 13,041 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MOODYS CORP MCO, 3 sh. $ 1,151 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MSCI INC MSCI, 3 sh. $ 1,642 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NASDAQ OMX GROUP NDAQ, 12 sh. $ 668 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NATERA INC NTRA, 24 sh. $ 1,434 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NETFLIX INC NFLX, 11 sh. $ 5,396 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MCKESSON CORP MCK, 25 sh. $ 11,227 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MERCK & CO INC MRK, 55 sh. $ 5,829 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 30 sh. $ 10,584 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MGM RESORTS INTERNATIONAL MGM, 122 sh. $ 5,401 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 297 sh. $ 110,551 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MONDELEZ INTERNATIONAL INC MDLZ, 9 sh. $ 630 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LENNAR CORP LEN, 21 sh. $ 3,103 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ELI LILLY & CO LLY, 64 sh. $ 36,545 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LINDE PLC COM LIN, 3 sh. $ 1,224 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LOCKHEED MARTIN CORP LMT, 3 sh. $ 1,338 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARATHON OIL CORP COM MRO, 304 sh. $ 7,483 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARTIN MARIETTA MATLS INC MLM, 2 sh. $ 985 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JP MORGAN CHASE JPM, 110 sh. $ 18,357 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KIMBERLY CLARK CORP KMB, 8 sh. $ 951 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KINDER MORGAN INC KMI, 99 sh. $ 1,715 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KRAFT HEINZ CO KHC, 93 sh. $ 3,337 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LAM RESEARCH CORP LRCX, 22 sh. $ 16,970 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LEAR CORP LEA, 17 sh. $ 2,377 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 IDEX CP IEX, 14 sh. $ 2,989 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 IDEXX CORP IDXX, 4 sh. $ 2,191 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTERCONTINENTAL EXCHANGE, INC ICE, 25 sh. $ 3,087 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INVESCO PLC IVZ, 176 sh. $ 3,047 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HUNT J B JBHT, 14 sh. $ 2,793 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JOHNSON CONTROLS INTERNATIONAL PLC JCI, 89 sh. $ 4,061 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HF SINCLAIR CORPORATION DINO, 47 sh. $ 2,683 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HOLOGIC, INC HOLX, 16 sh. $ 1,137 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HOME DEPOT INC HD, 33 sh. $ 11,538 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HONEYWELL INTL HON, 3 sh. $ 613 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HUBBELL INCORPORATED HUBB, 11 sh. $ 3,566 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HUMANA INC HUM, 31 sh. $ 14,043 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FULTON FIN CORP FULT, 78 sh. $ 1,284 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GARTNER INC IT, 19 sh. $ 8,417 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GEN DYNAMICS CP GD, 54 sh. $ 13,580 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GENERAL ELECTRIC CO GE, 23 sh. $ 2,889 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HELMERICH PAYNE HP, 57 sh. $ 2,108 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THE HERSHEY COMPANY HSY, 26 sh. $ 4,678 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EQUINIX, INC EQIX, 4 sh. $ 3,188 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EXELON CORPORATION EXC, 16 sh. $ 560 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EXPEDIA INC EXPE, 12 sh. $ 1,828 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FASTENAL COMPANY FAST, 10 sh. $ 651 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST HORIZON NATL FHN, 83 sh. $ 1,138 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST ENERGY CORP FE, 59 sh. $ 2,141 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DOW INC DOW, 44 sh. $ 2,413 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DTE ENERGY CO COM DTE, 34 sh. $ 3,737 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EASTMAN CHEMICAL CO EMN, 22 sh. $ 1,951 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ENERGIZER HOLDINGS INC ENR, 17 sh. $ 540 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ENTERGY CORP ETR, 9 sh. $ 896 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EOG RESOURCES INC EOG, 41 sh. $ 4,950 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CVS CAREMARK CORP CVS, 73 sh. $ 5,705 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DXC TECHNOLOGY COMPANY DXC, 92 sh. $ 2,066 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DANAHER CORP DHR, 38 sh. $ 8,724 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DISCOVER FINL SVCS COM DFS, 65 sh. $ 7,162 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DONALDSON CO. INC DCI, 19 sh. $ 1,237 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DOVER CORP DOV, 10 sh. $ 1,519 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COMERICA INC CMA, 44 sh. $ 2,412 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONOCOPHILLIPS COP, 67 sh. $ 7,777 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COPART INC CPRT, 19 sh. $ 916 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CORNING INC GLW, 23 sh. $ 690 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CORTEVA INC CTVA, 31 sh. $ 1,459 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COSTCO WHOLESALE CORPORATION COST, 21 sh. $ 13,931 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHEVRON CORP CVX, 5 sh. $ 750 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHIPOTLE MEX GRILL CMG, 1 sh. $ 2,309 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHURCH & DWIGHT CHD, 62 sh. $ 5,671 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CINCINNATI FINANCIAL CORP CINF, 6 sh. $ 608 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CINTAS CRP CTAS, 3 sh. $ 1,740 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COMCAST CORP CMCSA, 127 sh. $ 5,575 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BLACKROCK INC BLK, 11 sh. $ 8,751 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BORG WARNER INC BWA, 89 sh. $ 3,172 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADRIDGE FINANCIAL BR, 11 sh. $ 2,155 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CBRE GROUP CBRE, 24 sh. $ 2,182 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CELANESE CORPORATION CE, 11 sh. $ 1,683 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CENTERPOINT ENERGY CNP, 51 sh. $ 1,449 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ASSOCIATED BANC-CORP ASB, 155 sh. $ 3,285 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AUTOZONE INC AZO, 2 sh. $ 5,238 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AVALONBAY CMNTYS INC AVB, 8 sh. $ 1,495 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AVERY DENNISON CORP AVY, 5 sh. $ 1,013 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BANK OF AMERICA CORP BAC, 43 sh. $ 1,426 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 14 sh. $ 4,976 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMER FIN GRP HLD AFG, 24 sh. $ 2,835 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMER INTERNATIONAL GROUP INC AIG, 168 sh. $ 11,150 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMERIPRISE FINANCIAL INC AMP, 6 sh. $ 2,248 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMPHENOL CORPORATION APH, 39 sh. $ 3,816 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLE INC AAPL, 540 sh. $ 105,457 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARCHER DANIELS MDLND ADM, 82 sh. $ 5,793 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALLIANT CORP LNT, 42 sh. $ 2,115 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALLSTATE CORP ALL, 17 sh. $ 2,296 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALLY FINANCIAL INC ALLY, 88 sh. $ 3,033 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL A GOOGL, 262 sh. $ 36,662 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALTRIA GROUP INC MO, 89 sh. $ 3,588 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMAZON COM AMZN, 146 sh. $ 22,343 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Meg and Tim Callahan Family Foundation
  		Employer identification number

86-1173527
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


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TY 2023 DepreciationSchedule
Name:
Meg and Tim Callahan Family Foundation
EIN:
86-1173527
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Meg and Tim Callahan Family Foundation
EIN:
86-1173527
Name of Bond End of Year Book Value End of Year Fair Market Value
LEHMAN BROTHRS HLD GCB - 5.750 100,181 100,000

TY 2023 InvestmentsCorpStockSchedule
Name:
Meg and Tim Callahan Family Foundation
EIN:
86-1173527
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 20,015 20,363
ABBVIE INC 17,008 17,512
ACCENTURE PLC 14,642 16,493
ACUITY BRANDS INC 2,649 3,277
ADOBE SYSTEMS, INC 5,472 5,966
ADVANCED MICRO DEVICES INC 5,791 6,633
AECOM TECHNOLOGY CORPORATION 9,237 9,982
AES CORP 1,146 1,174
AFLAC INC 306 330
AIR PRODS & CHEM INC 810 821
ALIGN TECHNOLOGY, INC 542 548
ALLIANT CORP 2,115 2,155
ALLSTATE CORP 2,296 2,380
ALLY FINANCIAL INC 3,033 3,073
ALPHABET INC CL A 65,699 67,051
ALTRIA GROUP INC 3,588 3,590
AMAZON COM 39,687 42,087
AMER FIN GRP HLD 2,835 2,853
AMER INTERNATIONAL GROUP INC 11,150 11,382
AMERICAN EXPRESS CO 4,205 4,684
AMERIPRISE FINANCIAL INC 2,248 2,279
AMGEN INC 5,027 6,048
AMPHENOL CORPORATION 3,816 3,866
APPLE INC 147,850 146,515
APPLIED MATERIALS INC 995 1,134
APTAR GROUP INC 364 371
ARCHER DANIELS MDLND 5,793 5,922
ASSOCIATED BANC-CORP 3,285 3,315
AT&T, INC 3,493 3,977
AUTODESK, INC 3,550 4,139
AUTOZONE INC 5,238 5,171
AVALONBAY CMNTYS INC 1,495 1,498
AVERY DENNISON CORP 1,013 1,011
BAKER HUGHES COMPANY 10,021 9,673
BALL CP 768 805
BANK NEW YORK MELLON CORP COM 1,037 1,197
BANK OF AMERICA CORP 7,279 7,677
BERKSHIRE HATHAWAY INC. CLASS 4,976 4,993
BLACKROCK INC 8,751 8,930
BLACKROCK STRAT INC OPP PORTFO 937,271 876,822
BORG WARNER INC 3,172 3,191
BOSTON PPTYS INC 2,232 2,456
BROADRIDGE FINANCIAL 2,155 2,263
CBRE GROUP 2,182 2,234
CELANESE CORPORATION 1,683 1,709
CENTERPOINT ENERGY 1,449 1,457
CHEVRON CORP 750 746
CHIPOTLE MEX GRILL 2,309 2,287
CHUBB LIMITED 2,552 2,712
CHURCH & DWIGHT 16,904 17,115
CIGNA CORPORATION 6,772 6,887
CINCINNATI FINANCIAL CORP 608 621
CINTAS CRP 1,740 1,808
CISCO SYSTEMS INC 13,444 13,034
COMCAST CORP 5,575 5,569
COMERICA INC 2,412 2,456
CONOCOPHILLIPS 7,777 7,777
COPART INC 916 931
CORNING INC 690 700
CORTEVA INC 1,459 1,486
COSTCO WHOLESALE CORPORATION 13,931 13,862
CUMMINS INC 7,441 7,187
CVS CAREMARK CORP 5,705 5,764
DANAHER CORP 9,836 9,948
DARLING INGREDIENTS INC 3,857 3,240
DEERE CO 10,721 10,397
DIGITAL RLTY TR INC 4,546 4,979
DISCOVER FINL SVCS COM 7,162 7,306
DONALDSON CO. INC 1,237 1,242
DOVER CORP 1,519 1,538
DOW INC 2,413 2,413
DTE ENERGY CO COM 3,737 3,749
DXC TECHNOLOGY COMPANY 2,066 2,104
EASTMAN CHEMICAL CO 1,951 1,976
ECOLAB INC 3,766 4,165
ELEVANCE HEALTH INC 8,848 8,960
ELI LILLY & CO 36,545 37,307
ENERGIZER HOLDINGS INC 540 539
ENPHASE ENERGY ORD SHS 1,487 1,586
ENTERGY CORP 896 911
EOG RESOURCES INC 4,950 4,959
EQUINIX, INC 4,803 4,832
EXELON CORPORATION 560 574
EXPEDIA INC 1,828 1,821
F M C CP 1,826 1,324
FASTENAL COMPANY 651 648
FIDELITY INVT TR JAPAN FD* 90,546 95,697
FIRST ENERGY CORP 2,141 2,163
FIRST HORIZON NATL 1,138 1,175
FIRST SOLAR INC 3,047 2,756
FULTON FIN CORP 1,284 1,284
GARTNER INC 8,417 8,571
GEN DYNAMICS CP 13,580 14,022
GENERAL ELECTRIC CO 6,750 7,275
GOLDMAN SACHS GROUP 9,619 10,802
GRAINGER W W INC 3,640 4,143
HARTFORD FINANCIALSERVICES GRO 12,981 14,629
HASBRO INC 961 766
HELMERICH PAYNE 2,108 2,065
HEWLETT PACKARD ENTERPRISE CO 4,393 4,398
HF SINCLAIR CORPORATION 2,683 2,612
HOLOGIC, INC 1,137 1,143
HOME DEPOT INC 12,790 12,822
HONEYWELL INTL 613 629
HP INC 3,684 3,731
HUBBELL INCORPORATED 3,566 3,618
HUMANA INC 14,043 14,192
HUNT J B 2,793 2,796
IDEX CP 8,514 8,467
IDEXX CORP 2,191 2,220
INTEL CORP 6,595 9,296
INTERCONTINENTAL EXCHANGE, INC 3,087 3,211
INTERNATIONAL BUSINESS MACHINE 15,074 17,336
INTUIT 2,042 2,500
INVESCO PLC 3,047 3,140
JOHNSON & JOHNSON 22,184 21,160
JOHNSON CONTROLS INTERNATIONAL 4,061 5,130
JP MORGAN CHASE 25,648 26,706
JP MORGAN CORE BOND FUND 1,023,620 883,067
KB HOME 12,717 15,490
KBR INC 5,613 5,209
KILROY REALTY CP 12,557 14,980
KIMBERLY CLARK CORP 951 972
KINDER MORGAN INC 1,715 1,746
KRAFT HEINZ CO 3,337 3,439
KROGER CO 3,824 3,748
LAM RESEARCH CORP 16,970 17,232
LEAR CORP 2,377 2,401
LENNAR CORP 3,103 3,130
LINDE PLC COM 1,224 1,232
LOCKHEED MARTIN CORP 1,338 1,360
MARATHON OIL CORP COM 7,483 7,345
MARTIN MARIETTA MATLS INC 985 998
MASTERCARD INC 13,368 14,501
MCKESSON CORP 11,227 11,575
MERCK & CO INC 25,039 25,947
META PLATFORMS INC 23,661 25,131
MGM RESORTS INTERNATIONAL 5,401 5,451
MICROSOFT CORP 163,935 171,850
MONDELEZ INTERNATIONAL INC 630 652
MONOLITHIC POWER SYSTEMS, INC 13,041 13,246
MOODYS CORP 1,151 1,172
MORGAN STANLEY ASIA OPPORTUNIT 199,124 177,252
MOTOROLA SOLUTIONS INC 850 939
MSCI INC 1,642 1,697
NASDAQ OMX GROUP 3,971 4,477
NATERA INC 1,434 1,503
NETFLIX INC 5,396 5,356
NEXTERA ENERGY, INC 6,225 6,317
NIKE INC-CL B 7,466 7,274
NORTHROP GRUMMAN CORP 920 936
NUCOR CP 7,969 7,832
NVIDIA CORP 78,323 81,216
O'REILLY AUTOMOTIVE INC 6,702 6,651
OLD DOMINION FREIGHT LINE 3,663 3,648
OMNICOM GROUP 773 779
ORACLE CORP 13,574 13,600
ORMAT TECHNOLOGIES 15,586 15,385
PAYCHEX 8,189 8,099
PFIZER INC 2,666 2,217
PHILIP MORRIS INTL 4,353 4,422
PHINIA INC 564 576
PNC FINANCIAL GROUP INC 4,110 4,491
PPG INDUSTRIES INC 3,979 4,038
PRINCIPAL FINANCIAL GROUP 6,739 6,766
PROCTER GAMBLE CO 11,949 12,163
PROGRESSIVE CORP OHIO 2,636 2,708
PROLOGIS 5,901 6,132
PRUDENTIAL FINCL INC 1,438 1,452
PUBLIC SVC ENTERPRISE GROUP IN 2,847 2,874
QUALCOMM INC 6,473 6,942
RAYTHEON TECHNOLOGIES CORP 6,411 6,311
REALTY INCOME CORP 1,312 1,321
REGIONS FINANCIAL CORP 1,452 1,473
REPUBLIC SVCS INC 2,921 2,968
ROCKWELL AUTOMATION INC 2,444 2,484
ROYAL CARRIBEAN CRUISE 5,129 5,309
S&P GLOBAL INC COM 25,120 26,431
SALESFORCE.COM 11,886 14,210
SCHLUMBERGER LTD 7,208 7,129
SENSATA TECHNOLOGIES HOLDINGS 1,223 1,240
SERVICE NOW 2,390 2,826
SHERWIN-WILLIAMS CO 14,589 15,907
SNAP ON INC 2,866 2,888
SOUTHERN CO 2,361 2,384
SPLUNK INC 2,088 2,133
STARBUCKS CORP COM 659 672
STATE STREET CORPORATION 2,453 2,479
SUNRUN INC 3,803 5,143
SYNOVUS FINL CP 3,513 3,501
SYSCO CORP 8,677 8,556
T-MOBILE US INC 1,239 1,283
TAPESTRY INC 3,877 3,828
TARGET CORPORATION 7,333 7,833
TESLA MOTORS INC 18,993 18,388
THE COCA-COLA CO 15,482 14,909
THE HERSHEY COMPANY 4,678 4,847
THERMO FISHER SCIENTIFIC INC 9,371 9,554
TJX COMPANIES INC 4,429 4,784
TRANSDIGM GRP INC 988 1,012
UNITED PARCEL SERVICE 3,288 3,302
UNITED RENTALS INC 9,643 9,748
UNITEDHEALTH GROUP INC 24,191 24,744
UNIVERSAL DISPLAY CORP 2,777 3,634
VALERO ENERGY CORP 2,109 2,080
VERALTO CORPORATION 88 82
VISA INC 19,055 20,828
VORNADO RLTY TR 3,342 4,266
VOYA FINANCIAL INC 2,732 2,700
WAL-MART STORES INC 7,570 7,725
WEATHERFORD INTL 2,736 2,935
WELLS FARGO & CO 12,065 12,059
WILLIAMS SONOMA INC 2,565 3,632
YUM BRANDS INC 8,147 8,232
ZOETIS INC 7,427 7,500

TY 2023 InvestmentsOtherSchedule2
Name:
Meg and Tim Callahan Family Foundation
EIN:
86-1173527
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BBR ALO FUND, LLC   662,833 845,206
IMPACT ENGINE PRIVATE EQUITY F   63,462 72,563

TY 2023 OtherExpensesSchedule
Name:
Meg and Tim Callahan Family Foundation
EIN:
86-1173527
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 11,631     11,631
K-1 Exp IMPACT ENGINE PRIVATE 5,736 5,736    
State or Local Filing Fees 26     26


TY 2023 OtherIncomeSchedule2
Name:
Meg and Tim Callahan Family Foundation
EIN:
86-1173527
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss IMPACT ENGINE PRIVATE EQUITY FUND II -1,255 -257  


TY 2023 OtherProfessionalFeesSchedule
Name:
Meg and Tim Callahan Family Foundation
EIN:
86-1173527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 21,792 21,792    


TY 2023 TaxesSchedule
Name:
Meg and Tim Callahan Family Foundation
EIN:
86-1173527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 700