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
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 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$5,041,615J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 72,963 72,963  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 48,756
b Gross sales price for all assets on line 6a 927,423
7 Capital gain net income (from Part IV, line 2)... 48,756
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........ 121,719 121,719  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,000 2,000   6,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,865 1,216   3,649
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,354 10,354   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
List of Attached Documents:
// Content
58,617 58,617   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,836 72,187   9,649
25 Contributions, gifts, grants paid....... 244,000 244,000
26 Total expenses and disbursements. Add lines 24 and 25 325,836 72,187   253,649
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -204,117
b Net investment income (if negative, enter -0-) 49,532
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............. 3,055 11,383 11,383
2 Savings and temporary cash investments......... 108,533 81,412 81,412
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)....... 3,712,049 Click to see attachment
List of Attached Documents:
// Content
3,526,725 		4,948,820
c Investments—corporate bonds (attach schedule).......      
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)..........      
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) 3,823,637 3,619,520 5,041,615
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........... 3,823,637 3,619,520
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    
29 Total net assets or fund balances (see instructions)..... 3,823,637 3,619,520
30 Total liabilities and net assets/fund balances (see instructions). 3,823,637 3,619,520
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
3,823,637
2
Enter amount from Part I, line 27a .....................
2
-204,117
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,619,520
5
Decreases not included in line 2 (itemize) right arrow
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
3,619,520
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 32 Adobe Inc   2019-01-30 2023-11-01
b 802 Avantor Inc   2021-03-10 2023-08-24
c 66 Avantor Inc   2022-02-03 2023-08-24
d 64 Cadence Design Systems Inc   2020-05-22 2023-05-24
e 488 Citizens Financial Group Inc   2020-05-22 2023-11-01
18 Deckers Outdoor Corporation   2021-03-03 2023-05-24
2 Deckers Outdoor Corporation   2022-02-03 2023-05-24
368 DXC Technology Company   2020-05-22 2023-11-01
303 DXC Technology Company   2020-06-25 2023-11-01
172 Fiserv Inc   2021-08-20 2023-06-28
480 General Motors Company   2022-01-19 2023-11-01
24 General Motors Company   2022-02-03 2023-11-01
160 General Motors Company   2022-02-03 2023-11-01
39 Horizon Therapeutics Public Limited Company Ordinary   2022-02-03 2023-01-31
240 Horizon Therapeutics Public Limited Company Ordinary   2021-03-03 2023-01-31
79 Horizon Therapeutics Public Limited Company Ordinary   2022-02-03 2023-01-31
17 Meta Platforms Inc Class A Common Stock   2016-06-29 2023-05-24
20 Meta Platforms Inc Class A Common Stock   2017-01-31 2023-05-24
180 Microchip Technology Inc   2021-08-20 2023-11-01
37 Microchip Technology Inc   2021-09-17 2023-11-01
18 Nvidia Corp   2020-05-22 2023-05-24
89 Regal Rexnord Corporation   2022-09-09 2023-01-31
112 Regal Rexnord Corporation   2020-03-11 2023-01-31
750 Vertiv Holdings LLC Class A   2020-12-10 2023-08-24
42 Visa Inc Cl A   2017-01-31 2023-06-28
21 Visa Inc Cl A   2017-11-28 2023-06-28
3 Abbott Laboratories   2019-03-27 2023-11-02
4 Advanced Micro Devices Inc   2021-11-23 2023-11-02
1 Advanced Micro Devices Inc   2021-11-23 2023-08-31
17 Alphabet Inc Class C   2017-01-30 2023-11-02
2 Alphabet Inc Class C   2017-01-30 2023-08-31
10 Alphabet Inc Class A   2017-01-30 2023-11-02
1 Alphabet Inc Class A   2017-01-30 2023-08-31
24 Amazon.Com Inc   2017-01-30 2023-11-02
2 Amazon.Com Inc   2017-01-30 2023-08-31
3 Ametek Inc New   2021-07-02 2023-11-02
1 Ametek Inc New   2021-07-02 2023-08-31
11 Ansys Inc   2017-11-28 2023-12-19
19 Ansys Inc   2020-05-22 2023-12-19
12 Ansys Inc   2022-02-04 2023-12-19
1 Ansys Inc   2017-11-28 2023-11-02
37 Apple Inc   2017-01-30 2023-11-02
5 Apple Inc   2017-01-30 2023-08-31
3 Arista Networks Inc   2022-04-20 2023-11-02
10 Astrazeneca PLC   2017-01-30 2023-11-02
3 Astrazeneca PLC   2017-01-30 2023-08-31
1 Axon Enterprise Inc   2021-07-02 2023-11-02
196 Azek Company Inc Class A   2021-12-15 2023-03-24
75 Azek Company Inc Class A   2022-02-04 2023-03-24
1 Broadcom Inc   2017-07-19 2023-11-02
1 Broadcom Inc   2017-07-19 2023-08-31
2 Constellation Brands Inc Cl A   2022-07-27 2023-11-02
1 Costco Wholesale Corp-New   2020-05-22 2023-11-02
1 Costco Wholesale Corp-New   2020-05-22 2023-08-31
44 Danaher Corporation   2017-01-30 2023-12-19
28 Danaher Corporation   2017-11-28 2023-12-19
3 Danaher Corporation   2020-05-22 2023-12-19
4 Danaher Corporation   2017-01-30 2023-11-02
1 Danaher Corporation   2017-01-30 2023-08-31
3 Dexcom Inc   2022-12-21 2023-11-02
1 Dexcom Inc   2022-12-21 2023-08-31
3 Ecolab Inc   2017-01-30 2023-11-02
1 Ecolab Inc   2017-01-30 2023-08-31
4 Eli Lilly & Co   2017-01-30 2023-11-02
1 Eli Lilly & Co   2017-01-30 2023-08-31
1 Endava PLC   2022-03-25 2023-11-02
1 Endava PLC   2022-03-25 2023-08-31
3 Eog Res Inc   2022-07-27 2023-11-02
1 Eog Res Inc   2022-07-27 2023-08-31
1 Epam Systems Inc   2020-05-22 2023-11-02
1 Equinix Inc Com Par $0.001 REIT   2019-08-07 2023-11-02
8 Exlservice Holdings Inc   2022-09-28 2023-11-02
4 Exlservice Holdings Inc   2022-09-28 2023-08-31
29 Fidelity National Information Services Inc   2017-09-28 2023-03-24
16 Fidelity National Information Services Inc   2017-11-28 2023-03-24
16 Fidelity National Information Services Inc   2020-05-22 2023-03-24
24 Fidelity National Information Services Inc   2022-02-04 2023-03-24
1 Five Below Inc   2021-07-02 2023-11-02
1 Five Below Inc   2021-07-02 2023-08-31
30 Five9 Inc   2019-05-01 2023-05-10
18 Five9 Inc   2020-05-22 2023-05-10
19 Five9 Inc   2022-02-04 2023-05-10
10 Fortinet Inc   2017-11-28 2023-11-02
65 Horizon Therapeutics Public Limited Company   2021-03-26 2023-10-06
26 Horizon Therapeutics Public Limited Company   2022-02-04 2023-10-06
1 Inspire Medical Systems Inc   2019-12-12 2023-11-02
1 Inspire Medical Systems Inc   2019-12-12 2023-08-31
75 Intercontinental Exchange Inc   2017-01-30 2023-12-19
40 Intercontinental Exchange Inc   2017-11-28 2023-12-19
7 Intercontinental Exchange Inc   2017-01-30 2023-11-02
1 Intercontinental Exchange Inc   2017-01-30 2023-08-31
1 Intuit Inc   2019-07-23 2023-11-02
2 KLA Corporation   2017-12-19 2023-11-02
15 Lululemon Athletica Inc   2021-10-27 2023-03-24
6 Lululemon Athletica Inc   2022-02-04 2023-03-24
2 Marsh & McLennan Companies Inc   2019-12-23 2023-11-02
2 Mastercard Incorporated   2019-08-07 2023-11-02
1 Mastercard Incorporated   2019-08-07 2023-08-31
4 Meta Platforms Inc Class A   2020-07-01 2023-11-02
1 Meta Platforms Inc Class A   2020-07-01 2023-08-31
20 Microsoft Corp   2017-01-30 2023-11-02
3 Microsoft Corp   2017-01-30 2023-08-31
3 Nike Inc Class B   2021-11-23 2023-11-02
11 Nomad Foods Ltd   2022-12-21 2023-11-02
6 Nvidia Corp   2019-12-12 2023-11-02
1 Nvidia Corp   2019-12-12 2023-08-31
1 O Reilly Automotive Inc   2021-10-27 2023-11-02
1 Paycom Software Inc   2022-09-28 2023-11-02
1 Roper Technologies Inc   2020-07-01 2023-11-02
1 Roper Technologies Inc   2020-07-01 2023-08-31
9 Ross Stores Inc   2017-01-30 2023-11-02
1 Ross Stores Inc   2017-01-30 2023-08-31
1 Saia Inc   2021-03-26 2023-11-02
1 Servicenow Inc   2019-07-23 2023-11-02
2 Steris PLC   2021-12-23 2023-11-02
2 Stryker Corp   2017-10-27 2023-11-02
1 Stryker Corp   2017-10-27 2023-08-31
4 T Mobile US Inc   2022-05-06 2023-11-02
1 T Mobile US Inc   2022-05-06 2023-08-31
3 Tesla Inc   2021-12-15 2023-11-02
1 Tesla Inc   2021-12-15 2023-08-31
1 Transdigm Group Incorporated   2017-01-30 2023-11-02
69 Transunion Com   2021-07-02 2023-03-24
26 Transunion Com   2022-02-04 2023-03-24
5 Treehouse Foods Inc   2022-09-28 2023-11-02
1 Treehouse Foods Inc   2022-09-28 2023-08-31
8 Unilever PLC   2018-02-02 2023-11-02
2 Unilever PLC   2018-02-02 2023-08-31
1 United Rentals Inc   2021-07-02 2023-08-31
3 Unitedhealth Group Inc   2017-01-30 2023-11-02
1 Unitedhealth Group Inc   2017-01-30 2023-08-31
16 Veralto Corporation   2017-01-30 2023-10-04
9.333 Veralto Corporation   2017-11-28 2023-10-04
8 Veralto Corporation   2020-05-22 2023-10-04
12.667 Veralto Corporation   2022-02-04 2023-10-04
3 Verisk Analytics Inc   2017-01-30 2023-11-02
5 Visa Inc Cl A   2017-01-30 2023-11-02
1 Visa Inc Cl A   2017-01-30 2023-08-31
7 Xponential Fitness Inc Class A   2022-12-21 2023-11-02
6 Yeti Holdings Inc   2019-09-26 2023-11-02
32 Alliant Energy Corporation   2020-04-20 2023-11-01
26 Alliant Energy Corporation   2020-06-08 2023-11-01
7 Alliant Energy Corporation   2020-04-20 2023-09-12
20 Alphabet Inc Class A   2022-01-11 2023-01-04
60 Alphabet Inc Class A   2022-06-07 2023-01-04
24 Alphabet Inc Class A   2019-01-11 2023-01-04
100 Alphabet Inc Class A   2020-06-09 2023-01-04
92 Ameren Corp   2021-04-30 2023-11-09
314 Ameren Corp   2021-04-30 2023-11-08
38 Ameren Corp   2021-04-30 2023-11-01
5 Ameren Corp   2021-04-30 2023-09-12
365 American Electric Power Company Inc   2022-10-24 2023-05-25
4 American Wtr Wks Co Inc   2017-01-31 2023-11-01
23 American Wtr Wks Co Inc   2017-06-08 2023-11-01
2 American Wtr Wks Co Inc   2017-01-31 2023-09-12
52 American Wtr Wks Co Inc   2017-01-31 2023-06-29
27 Atmos Energy Corp   2022-06-17 2023-11-01
3 Atmos Energy Corp   2022-06-17 2023-09-12
44 Canadian Pac Kans City Ltd   2022-01-26 2023-11-01
5 Canadian Pac Kans City Ltd   2022-01-26 2023-09-12
102 Centerpoint Energy Inc   2023-05-25 2023-11-01
12 Centerpoint Energy Inc   2023-05-25 2023-09-12
7 Charter Communications Inc New Cl A   2023-10-03 2023-11-01
48 CMS Energy Corp   2020-04-08 2023-11-01
6 CMS Energy Corp   2020-04-08 2023-09-12
111 CMS Energy Corp   2020-03-19 2023-03-27
26 CMS Energy Corp   2020-04-08 2023-03-27
59 Cogent Communications Holdings Inc   2022-02-28 2023-11-01
7 Cogent Communications Holdings Inc   2022-02-28 2023-09-12
86 Comcast Corp Cl A   2022-11-03 2023-11-01
10 Comcast Corp Cl A   2022-11-03 2023-09-12
46 Constellation Energy Corporation   2021-03-23 2023-11-01
6 Constellation Energy Corporation   2021-03-23 2023-09-12
32 Crown Castle Inc   2023-02-10 2023-03-27
130 Crown Castle Inc   2017-01-31 2023-03-27
25 Crown Castle Inc   2017-11-30 2023-03-27
5 Crown Castle Inc   2020-06-09 2023-03-27
52 Crown Castle Inc   2021-01-14 2023-03-27
5 Crown Castle Inc   2021-06-03 2023-03-27
60 DT Midstream Inc   2023-06-29 2023-11-01
7 DT Midstream Inc   2023-06-29 2023-09-12
254 DTE Energy Company   2022-12-21 2023-10-03
49 DTE Energy Company   2023-02-21 2023-10-03
3 DTE Energy Company   2022-12-21 2023-09-12
284 Duke Energy Corporation   2022-09-26 2023-02-27
45 Edison International   2023-01-04 2023-11-01
5 Edison International   2023-01-04 2023-09-12
354 Entergy Corp New   2021-12-08 2023-06-29
5 Equinix Inc Com Par $0.001 REIT   2018-07-10 2023-11-01
1 Equinix Inc Com Par $0.001 REIT   2018-07-10 2023-09-12
11 Equinix Inc Com Par $0.001 REIT   2018-07-10 2023-02-10
71 Exelon Corporation   2023-02-27 2023-11-01
9 Exelon Corporation   2023-02-27 2023-09-12
19 Linde PLC   2021-10-14 2023-02-27
10 Linde PLC   2021-10-14 2023-11-01
1 Linde PLC   2021-10-14 2023-09-12
40 Nextera Energy Inc   2017-06-08 2023-11-01
119 Nextera Energy Inc   2017-01-31 2023-10-03
71 Nextera Energy Inc   2017-06-08 2023-10-03
7 Nextera Energy Inc   2017-01-31 2023-09-12
134 Nisource Inc   2022-11-11 2023-11-01
14 Nisource Inc   2022-11-11 2023-09-12
511 Rexford Industrial Realty Inc   2023-03-27 2023-10-20
5 Rexford Industrial Realty Inc   2023-03-27 2023-09-12
73 Rogers Communications Inc Cl B Non-Vtg   2022-12-15 2023-11-01
9 Rogers Communications Inc Cl B Non-Vtg   2022-12-15 2023-09-12
14 SBA Communications Corp New Class A   2017-05-03 2023-11-01
2 SBA Communications Corp New Class A   2017-05-03 2023-09-12
40 Sempra   2023-03-27 2023-11-01
5 Sempra   2023-03-27 2023-09-12
47 Southern Co   2023-08-07 2023-11-01
4 Southern Co   2023-08-07 2023-09-12
13 T Mobile US Inc   2020-04-03 2023-11-01
12 T Mobile US Inc   2020-04-20 2023-11-01
3 T Mobile US Inc   2020-04-03 2023-09-12
71 T Mobile US Inc   2020-04-03 2023-02-21
939 Telus Corporation   2022-07-07 2023-11-08
584 Telus Corporation   2022-09-15 2023-11-08
145 Telus Corporation   2022-07-07 2023-11-01
18 Telus Corporation   2022-07-07 2023-09-12
15 Union Pacific Corp   2020-03-09 2023-11-01
2 Union Pacific Corp   2020-03-09 2023-09-12
208 Xcel Energy Inc   2020-09-14 2023-08-07
35 Xcel Energy Inc   2020-10-29 2023-08-07
90 Xcel Energy Inc   2020-11-19 2023-08-07
118 Xcel Energy Inc   2021-01-14 2023-08-07
64 Xcel Energy Inc   2021-01-14 2023-08-07
99 Xcel Energy Inc   2020-09-14 2023-03-27
25 Alarm.Com Holdings Inc   2021-01-04 2023-11-01
219 Alight Inc Class A   2023-01-19 2023-11-01
27 Alight Inc Class A   2023-03-03 2023-11-01
39 Altair Engineering Inc Class A   2021-01-04 2023-07-13
27 Altair Engineering Inc Class A   2022-02-03 2023-07-13
14 Altair Engineering Inc Class A   2021-01-04 2023-03-28
29 Altair Engineering Inc Class A   2021-01-04 2023-03-23
7 AMN Healthcare Svcs Inc   2021-01-04 2023-11-01
6 Appfolio Inc Class A   2021-06-01 2023-11-01
3 Appfolio Inc Class A   2021-01-04 2023-10-13
2 Appfolio Inc Class A   2021-06-01 2023-10-13
4 Appfolio Inc Class A   2021-01-04 2023-09-12
16 Appfolio Inc Class A   2021-01-04 2023-06-22
50 Azenta Inc   2022-06-29 2023-03-10
11 Azenta Inc   2022-07-06 2023-03-10
24 Blackline Inc   2021-01-04 2023-11-01
68 Bumble Inc Class A   2022-02-10 2023-11-01
135 CCC Intelligent Solutions Holdings Inc   2022-12-21 2023-11-01
48 Clearwater Analytics Holdings Inc Class A   2023-07-11 2023-11-01
25 Core & Main Inc Class A Common Stock   2023-10-06 2023-11-01
208 Docgo Inc   2023-03-03 2023-09-15
145 Docgo Inc   2023-03-14 2023-09-15
94 Docgo Inc   2023-04-26 2023-09-15
29 Doximity Inc Class A   2022-06-24 2023-11-01
78 Duck Creek Technologies Inc   2022-08-08 2023-03-10
97 Duck Creek Technologies Inc   2021-03-08 2023-03-10
26 Duck Creek Technologies Inc   2021-05-28 2023-03-10
75 Duck Creek Technologies Inc   2021-10-22 2023-03-10
81 Duck Creek Technologies Inc   2022-02-03 2023-03-10
1 Duck Creek Technologies Inc   2021-03-02 2023-02-03
42 Duck Creek Technologies Inc   2021-03-08 2023-02-03
9 Endava PLC   2021-02-16 2023-11-01
14 Euronet Worldwide Inc   2022-08-22 2023-11-01
19 Exlservice Holdings Inc   2023-09-21 2023-11-01
159 Farfetch Limited Class A   2022-02-24 2023-09-12
58 Farfetch Limited Class A   2022-03-03 2023-09-12
59 Farfetch Limited Class A   2022-03-11 2023-09-12
82 Farfetch Limited Class A   2022-03-28 2023-09-12
8 Firstservice Corp New   2022-12-21 2023-11-01
9 Five Below Inc   2022-05-24 2023-12-18
4 Five Below Inc   2022-05-31 2023-12-18
15 Five Below Inc   2022-06-16 2023-12-18
6 Five Below Inc   2022-06-23 2023-12-18
9 Five Below Inc   2022-05-24 2023-11-01
4 Five Below Inc   2022-05-24 2023-03-03
9 Five Below Inc   2022-05-24 2023-03-01
15 Fox Factory Holding Corp   2021-01-04 2023-11-01
10 Globant S A   2021-01-04 2023-11-01
3 Goosehead Insurance Inc Class A   2021-03-08 2023-11-28
15 Goosehead Insurance Inc Class A   2021-06-01 2023-11-28
6 Goosehead Insurance Inc Class A   2022-02-03 2023-11-28
26 Goosehead Insurance Inc Class A   2021-03-08 2023-11-01
4 Goosehead Insurance Inc Class A   2021-01-04 2023-10-13
4 Goosehead Insurance Inc Class A   2021-03-08 2023-10-13
18 Goosehead Insurance Inc Class A   2021-01-04 2023-05-04
12 Goosehead Insurance Inc Class A   2021-01-04 2023-04-26
3 Hamilton Lane Incorporated Class A   2022-02-24 2023-12-18
20 Hamilton Lane Incorporated Class A   2022-02-24 2023-11-01
4 Helen Of Troy Ltd-Bermuda   2021-01-04 2023-11-01
22 Houlihan Lokey Inc Class A   2021-01-04 2023-11-01
172 Leslies Inc   2023-05-03 2023-09-12
90 Leslies Inc   2023-05-04 2023-09-12
2 Medpace Holdings Inc   2023-10-13 2023-11-01
85 Olaplex Holdings Inc   2022-10-18 2023-02-21
252 Olaplex Holdings Inc   2022-10-19 2023-02-21
181 Olaplex Holdings Inc   2022-10-21 2023-02-21
85 Olaplex Holdings Inc   2022-11-03 2023-02-21
63 Olaplex Holdings Inc   2022-12-21 2023-02-21
131 Olo Inc Class A   2021-07-14 2023-09-12
54 Olo Inc Class A   2021-07-23 2023-09-12
31 Olo Inc Class A   2021-08-24 2023-09-12
61 Olo Inc Class A   2021-09-15 2023-09-12
42 Olo Inc Class A   2021-10-22 2023-09-12
1 Olo Inc Class A   2022-02-03 2023-09-12
107 Olo Inc Class A   2022-02-03 2023-09-12
45 Olo Inc Class A   2022-02-10 2023-09-12
49 Olo Inc Class A   2022-04-27 2023-09-12
47 Olo Inc Class A   2022-05-17 2023-09-12
49 Progyny Inc   2021-02-09 2023-11-01
8 Qualys Inc   2021-01-04 2023-11-02
7 Qualys Inc   2022-02-03 2023-11-02
11 Qualys Inc   2021-01-04 2023-11-01
5 Qualys Inc   2021-01-04 2023-10-13
29 Qualys Inc   2021-01-04 2023-01-25
71 Revolve Group Inc Class A   2021-01-04 2023-11-01
3 RH Com   2022-12-21 2023-11-01
4 Siteone Landscape Supply Inc   2022-06-24 2023-11-01
7 Siteone Landscape Supply Inc   2022-06-24 2023-05-04
6 Sitime Corporation   2022-10-18 2023-11-01
62 Warby Parker Inc Class A   2021-10-18 2023-11-01
7 Wingstop Inc   2021-03-08 2023-11-28
3 Wingstop Inc   2021-01-04 2023-11-01
5 Wingstop Inc   2021-03-08 2023-11-01
10 Wingstop Inc   2021-01-04 2023-03-28
6 Wingstop Inc   2021-01-04 2023-03-03
12 Xpel Inc   2023-09-12 2023-11-01
28 Yeti Holdings Inc   2021-01-04 2023-11-01
22 Yeti Holdings Inc   2021-01-04 2023-10-13
(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 17,314   7,769 9,545
b 17,483   22,223 -4,740
c 1,439   2,507 -1,068
d 13,024   5,507 7,517
e 11,360   10,338 1,022
7,970   5,814 2,156
886   653 233
7,431   5,614 1,817
6,118   4,607 1,511
21,199   20,214 985
13,454   27,321 -13,867
673   1,281 -608
4,485   9,249 -4,764
4,278   3,609 669
26,328   21,895 4,433
8,666   7,671 995
4,194   1,938 2,256
4,934   2,597 2,337
12,567   12,988 -421
2,583   2,994 -411
5,396   1,630 3,766
12,293   13,040 -747
15,470   6,734 8,736
27,065   14,274 12,791
9,544   3,469 6,075
4,772   2,379 2,393
284   236 48
427   589 -162
106   147 -41
2,196   682 1,514
276   80 196
1,281   412 869
137   41 96
3,301   992 2,309
276   83 193
426   403 23
160   134 26
3,319   1,650 1,669
5,733   5,134 599
3,621   3,942 -321
263   150 113
6,530   1,120 5,410
941   151 790
635   385 250
640   578 62
205   173 32
210   176 34
4,217   8,362 -4,145
1,614   3,048 -1,434
864   253 611
917   253 664
469   484 -15
555   302 253
551   302 249
10,007   3,103 6,904
6,368   2,334 4,034
682   418 264
766   282 484
266   80 186
283   343 -60
102   114 -12
507   362 145
184   121 63
2,323   300 2,023
555   75 480
52   131 -79
49   131 -82
379   318 61
128   106 22
239   224 15
751   528 223
211   236 -25
117   118 -1
1,417   2,703 -1,286
782   1,480 -698
782   2,186 -1,404
1,173   2,703 -1,530
178   197 -19
174   197 -23
1,631   1,602 29
979   1,891 -912
1,033   2,374 -1,341
576   84 492
7,573   5,277 2,296
3,029   2,396 633
160   72 88
230   72 158
9,244   4,323 4,921
4,930   2,752 2,178
743   403 340
118   58 60
498   280 218
975   224 751
4,630   6,569 -1,939
1,852   2,832 -980
382   223 159
761   536 225
413   268 145
1,247   943 304
298   236 62
6,926   1,300 5,626
985   195 790
308   515 -207
156   188 -32
2,593   331 2,262
494   55 439
948   653 295
147   336 -189
490   389 101
501   389 112
1,053   588 465
122   65 57
381   224 157
607   291 316
428   473 -45
555   316 239
286   158 128
580   508 72
137   127 10
647   932 -285
258   311 -53
855   179 676
3,939   7,726 -3,787
1,484   2,989 -1,505
208   205 3
47   41 6
379   458 -79
102   114 -12
481   320 161
1,589   485 1,104
482   162 320
1,232   447 785
719   308 411
616   441 175
975   1,281 -306
680   247 433
1,207   417 790
247   83 164
98   152 -54
258   171 87
1,579   1,646 -67
1,283   1,351 -68
356   360 -4
1,766   2,762 -996
5,298   7,010 -1,712
2,119   1,279 840
8,830   7,324 1,506
7,044   7,778 -734
24,297   26,545 -2,248
2,911   3,212 -301
392   423 -31
30,037   31,388 -1,351
472   293 179
2,712   1,806 906
276   147 129
7,328   3,810 3,518
2,922   2,793 129
340   310 30
3,132   3,285 -153
386   373 13
2,767   2,890 -123
340   340 0
2,834   2,834 0
2,618   2,699 -81
337   337 0
6,704   6,114 590
1,570   1,487 83
3,827   3,410 417
469   405 64
3,581   2,608 973
450   303 147
5,253   1,754 3,499
653   229 424
4,118   4,473 -355
16,728   10,191 6,537
3,217   2,591 626
643   840 -197
6,691   7,800 -1,109
643   949 -306
3,301   2,968 333
371   346 25
24,167   29,744 -5,577
4,662   5,573 -911
311   351 -40
27,344   28,705 -1,361
2,873   2,986 -113
351   332 19
33,876   35,988 -2,112
3,666   2,238 1,428
774   448 326
7,995   4,925 3,070
2,795   2,957 -162
364   375 -11
6,587   5,860 727
3,830   3,084 746
388   308 80
2,330   1,409 921
6,135   3,691 2,444
3,660   2,500 1,160
474   217 257
3,400   3,400 0
379   361 18
22,706   29,046 -6,340
263   284 -21
2,732   3,277 -545
361   404 -43
2,899   1,793 1,106
428   256 172
2,825   2,893 -68
357   362 -5
3,205   3,199 6
273   272 1
1,875   1,073 802
1,730   1,088 642
418   248 170
10,428   5,859 4,569
16,260   20,960 -4,700
10,113   12,656 -2,543
2,363   3,237 -874
304   402 -98
3,105   2,129 976
424   284 140
12,462   14,470 -2,008
2,097   2,442 -345
5,392   6,192 -800
7,070   8,068 -998
3,834   4,076 -242
6,480   6,887 -407
1,256   2,460 -1,204
1,610   1,862 -252
199   270 -71
2,959   2,249 710
2,049   1,620 429
961   807 154
2,019   1,672 347
534   477 57
1,110   803 307
544   531 13
363   268 95
750   708 42
2,680   2,831 -151
2,048   3,503 -1,455
450   812 -362
1,154   3,046 -1,892
873   1,176 -303
1,450   1,209 241
859   767 92
775   754 21
1,216   1,959 -743
848   1,217 -369
550   760 -210
588   1,210 -622
1,467   1,108 359
1,825   4,146 -2,321
489   1,025 -536
1,411   2,398 -987
1,524   4,001 -2,477
19   49 -30
793   1,795 -1,002
440   792 -352
1,069   1,175 -106
493   541 -48
399   2,204 -1,805
145   926 -781
148   694 -546
206   1,170 -964
1,146   1,001 145
1,725   1,011 714
767   527 240
2,875   1,741 1,134
1,150   715 435
1,566   1,011 555
821   449 372
1,826   1,011 815
1,211   1,545 -334
1,690   2,091 -401
220   357 -137
1,100   1,345 -245
440   777 -337
1,694   3,093 -1,399
275   517 -242
275   476 -201
1,042   2,328 -1,286
656   1,552 -896
328   222 106
1,710   1,479 231
386   875 -489
2,247   1,473 774
968   1,846 -878
506   922 -416
503   478 25
456   838 -382
1,352   1,204 148
971   742 229
456   358 98
338   327 11
787   4,278 -3,491
324   2,182 -1,858
186   1,183 -997
366   1,946 -1,580
252   1,150 -898
6   16 -10
643   3,619 -2,976
270   829 -559
294   526 -232
282   517 -235
1,491   2,458 -967
1,208   919 289
1,057   888 169
1,665   1,264 401
804   574 230
3,143   3,332 -189
960   2,241 -1,281
638   782 -144
495   501 -6
1,072   876 196
578   451 127
770   770 0
1,651   799 852
593   385 208
988   571 417
1,830   1,282 548
1,036   769 267
575   711 -136
1,167   1,914 -747
902   1,504 -602
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       9,545
b       -4,740
c       -1,068
d       7,517
e       1,022
      2,156
      233
      1,817
      1,511
      985
      -13,867
      -608
      -4,764
      669
      4,433
      995
      2,256
      2,337
      -421
      -411
      3,766
      -747
      8,736
      12,791
      6,075
      2,393
      48
      -162
      -41
      1,514
      196
      869
      96
      2,309
      193
      23
      26
      1,669
      599
      -321
      113
      5,410
      790
      250
      62
      32
      34
      -4,145
      -1,434
      611
      664
      -15
      253
      249
      6,904
      4,034
      264
      484
      186
      -60
      -12
      145
      63
      2,023
      480
      -79
      -82
      61
      22
      15
      223
      -25
      -1
      -1,286
      -698
      -1,404
      -1,530
      -19
      -23
      29
      -912
      -1,341
      492
      2,296
      633
      88
      158
      4,921
      2,178
      340
      60
      218
      751
      -1,939
      -980
      159
      225
      145
      304
      62
      5,626
      790
      -207
      -32
      2,262
      439
      295
      -189
      101
      112
      465
      57
      157
      316
      -45
      239
      128
      72
      10
      -285
      -53
      676
      -3,787
      -1,505
      3
      6
      -79
      -12
      161
      1,104
      320
      785
      411
      175
      -306
      433
      790
      164
      -54
      87
      -67
      -68
      -4
      -996
      -1,712
      840
      1,506
      -734
      -2,248
      -301
      -31
      -1,351
      179
      906
      129
      3,518
      129
      30
      -153
      13
      -123
      0
      0
      -81
      0
      590
      83
      417
      64
      973
      147
      3,499
      424
      -355
      6,537
      626
      -197
      -1,109
      -306
      333
      25
      -5,577
      -911
      -40
      -1,361
      -113
      19
      -2,112
      1,428
      326
      3,070
      -162
      -11
      727
      746
      80
      921
      2,444
      1,160
      257
      0
      18
      -6,340
      -21
      -545
      -43
      1,106
      172
      -68
      -5
      6
      1
      802
      642
      170
      4,569
      -4,700
      -2,543
      -874
      -98
      976
      140
      -2,008
      -345
      -800
      -998
      -242
      -407
      -1,204
      -252
      -71
      710
      429
      154
      347
      57
      307
      13
      95
      42
      -151
      -1,455
      -362
      -1,892
      -303
      241
      92
      21
      -743
      -369
      -210
      -622
      359
      -2,321
      -536
      -987
      -2,477
      -30
      -1,002
      -352
      -106
      -48
      -1,805
      -781
      -546
      -964
      145
      714
      240
      1,134
      435
      555
      372
      815
      -334
      -401
      -137
      -245
      -337
      -1,399
      -242
      -201
      -1,286
      -896
      106
      231
      -489
      774
      -878
      -416
      25
      -382
      148
      229
      98
      11
      -3,491
      -1,858
      -997
      -1,580
      -898
      -10
      -2,976
      -559
      -232
      -235
      -967
      289
      169
      401
      230
      -189
      -1,281
      -144
      -6
      196
      127
      0
      852
      208
      417
      548
      267
      -136
      -747
      -602
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 48,756
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) 1 688
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 0
3 Add lines 1 and 2........................... 3 688
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- ..... 5 688
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,100
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 8,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 7
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 7,405
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,405 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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 arrowAL
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 arrowN/A
14
The books are in care ofright arrowPatrick L O'Sullivan Telephone no.right arrow (205) 803-4300

Located atright arrow1820 28th Avenue South Suite ABirminghamAL ZIP+4right arrow35209
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)
Yes
 
(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
 
No
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
Patrick L O'Sullivan Director
2.00 		6,000 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...................right arrow 0
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
4,657,551
b
Average of monthly cash balances.......................
1b
120,032
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,777,583
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
4,777,583
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
71,664
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,705,919
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
235,296
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
235,296
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
688
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
688
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
234,608
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
234,608
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 XII, line 1 ...
7
234,608
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
253,649
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
 
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 XII, line 4. .......
4
253,649
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 7 234,608
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 1,056
e From 2022...... 28,396
f Total of lines 3a through e ........ 29,452
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 253,649
a Applied to 2022, 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 2023 distributable amount..... 234,608
e Remaining amount distributed out of corpus 19,041
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 48,493
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		48,493
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 1,056
d Excess from 2022.... 28,396
e Excess from 2023.... 19,041
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).)
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 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 (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

Alzheimer's of Central Alabama

300 Office Park Circle Suite 225
Birmingham,AL35223 		None PC Charitable 2,500

Big Oak Ranch

P O Box 507
Springville,AL35146 		None PC Charitable 5,000

Gary Sinise Foundation

P O Box 40726
Nashville,TN37204 		None PC Charitable 20,000

Greater Birmingham Humane Society

300 Snow Drive
Birmingham,AL35209 		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 20,000

St Jude Children's Research Hospital

Suite 700-262
Memphis,TN38105 		None PC Charitable 15,000

The A21 Campaign Inc

427 East 17th Street Suite 223
Costa Mesa,CA92627 		None PC Charitable 20,000

The Bell Center

1700 29th Ct S
Birmingham,AL35209 		None PC Charitable 7,500

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 17,000

The National MS Society

3840 Ridgeway Drive
Birmingham,AL35209 		None PC Charitable 73,000

The Southminister Day School

1124 Montgomery Hwy
Vestavia Hills,AL35216 		None PC Charitable 5,000

The University of Alabama

Box 870122
Tuscaloosa,AL354870122 		None PC Charitable 10,000

The V Foundation for Cancer Research

106 Towerview Court
Cary,NC27513 		None PC Charitable 1,000

UAB Comprehensive Cancer Center

1530 3rd Avenue South
Birmingham,AL35294 		None PC Charitable 10,000

Way Media

3330 W Gov John Sevier Hwy
Knoxville,TN37920 		None PC Charitable 13,000
Total .................................right arrow 3a 244,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 72,963  
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 48,756  
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) .. 0 121,719 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
121,719
(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

TY 2023 AccountingFeesSchedule
Name:
O'Sullivan Family Charitable Foundation
EIN:
20-1882904
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting 4,865 1,216   3,649

TY 2023 InvestmentsCorpStockSchedule
Name:
O'Sullivan Family Charitable Foundation
EIN:
20-1882904
Name of Stock End of Year Book Value End of Year Fair Market Value
123 Abbott Laboratories 11,723 13,539
221 Abbvie Inc 21,705 34,248
68 Adobe Inc 26,680 40,569
149 Advanced Micro Devices Inc 21,841 21,964
93 Alarm.Com Holdings Inc 9,006 6,010
862 Alight Inc Class A 7,654 7,353
610 Alliant Energy Corporation 30,743 31,293
187 Allstate Corp 24,751 26,176
420 Alphabet Inc Class A 20,012 58,670
346 Alphabet Inc Class A 28,294 48,333
539 Alphabet Inc Class C 43,271 75,961
300 Amazon.Com Inc 15,684 45,582
756 Amazon.Com Inc 88,888 114,867
191 American Express Company 21,667 35,782
107 American Tower Corporation REIT 22,263 23,099
282 American Wtr Wks Co Inc 35,030 37,221
94 Ametek Inc 12,716 15,500
40 Amn Healthcare Svcs Inc 3,699 2,995
24 Appfolio Inc Class A 4,015 4,158
590 Apple Inc 43,516 113,593
1202 Apple Inc 110,369 231,421
76 Arista Networks Inc 9,745 17,899
333 Astrazeneca PPC 19,710 22,428
282 Atmos Energy Corp 29,171 32,684
10 Autozone Inc 20,452 25,856
138 Avery Dennison Corp 14,844 27,898
540 Avient Corporation 26,197 22,448
35 Axon Enterprise Inc 6,318 9,042
162 Axonics Inc 9,750 10,081
98 Blackline Inc 11,737 6,119
50 Bowman Consulting Group Ltd 1,623 1,776
455 Bristol Myers Squibb Co 32,783 23,346
53 Broadcom Inc 27,791 59,161
30 Broadcom Inc 10,534 33,488
373 Bumble Inc 8,889 5,498
180 Cadence Design Systems Inc 18,428 49,027
704 Caesars Entertainment Inc 45,047 33,004
460 Canadian Pac Kans City Ltd 34,340 36,368
506 CCC Intelligent Solutions Holdings Inc 4,418 5,763
947 Centerpoint Energy Inc 24,756 27,056
1081 Centerpoint Energy Inc 30,631 30,884
76 Charter Communications Inc 33,203 29,540
743 Cisco Systems Inc 38,720 37,536
189 Clearwater Analytics Holdings Inc Class A 3,179 3,786
504 CMS Energy Corp 29,197 29,267
504 Coca Cola Company 24,221 29,701
623 Cogent Communications Holdings 36,256 47,385
825 Comcast Corp Cl A 35,661 36,176
903 Comcast Corp Cl A 27,861 39,597
60 Constellation Brands Inc 14,533 14,505
488 Constellation Energy Corporation 21,238 57,042
103 Core & Main Inc Class A 3,162 4,162
44 Costco Wholesale Corp 19,557 29,044
471 CVS Health Corporation 34,487 37,190
59 Danaher Corporation 12,634 13,649
52 Deckers Outdoor Corporation 17,044 34,758
154 Dexcom Inc 18,079 19,110
652 Dominion Energy Inc 29,604 30,644
120 Doximity Inc Class A 4,464 3,365
628 DT Midstream Inc 31,212 34,414
121 Ecolab Inc 19,321 24,000
472 Edison International 31,360 33,743
156 Eli Lilly & Co 22,073 90,936
63 Endava PLC 8,223 4,905
36 Endava PLC 4,015 2,803
961 Envista Holdings Corporation $0.01 Par Value 37,072 23,122
102 EOG Res Inc 10,803 12,337
32 Epam Systems Inc 12,046 9,515
18 Equinix Inc $0.001 REIT 10,767 14,497
49 Equinix Inc $0.001 REIT 22,016 39,464
60 Euronet Worldwide Inc 5,831 6,089
744 Exelon Corporation 30,989 26,710
228 Exlservice Holdings Inc 6,717 7,034
78 Exlservice Holdings Inc 2,219 2,406
418 Exxon Mobil Corp 22,763 41,792
32 Firstservice Corp 4,302 5,187
215 Fiserv Inc 24,816 28,561
52 Five Below Inc 10,439 11,084
671 Fortinet Inc 47,555 39,274
303 Fortinet Inc 11,700 17,735
59 Fox Factory Holding Corp 6,665 3,981
605 Gaming & Leisure Properties 28,931 29,857
28 Generac Holdings Inc 3,247 3,619
39 Globant S A 8,610 9,281
81 Goosehead Insurance Inc Class A 6,374 6,140
70 Hamilton Lane Incorporated Class A 5,237 7,941
18 Helen Of Troy Ltd-Bermuda 3,819 2,175
83 Houlihan Lokey Inc Class A 6,533 9,953
297 Idacorp Inc 28,211 29,201
52 Inspire Medical Systems Inc 6,111 10,578
108 Intercontinental Exchange 12,270 13,870
1137 Interpublic Group Of Cos Inc 42,139 37,112
36 Intuit Inc 12,759 22,501
203 Johnson & Johnson 29,338 31,818
249 JPMorgan Chase & Co 27,704 42,355
56 Kla Corporation 11,174 32,553
518 Kroger Co (The) 23,986 23,678
22 LGI Homes Inc 2,709 2,930
104 Linde PLC 32,610 42,714
149 Lowes Companies Inc 15,925 33,160
114 LPL Financial Holdings Inc 10,663 25,949
74 Marsh & McLennan Companies Inc 9,022 14,021
85 Mastercard Incorporated 26,010 36,253
116 McDonalds Corp 21,714 34,395
9 Medpace Holdings Inc 2,153 2,759
150 Meta Platforms Inc Class A 28,077 53,094
192 Meta Platforms Inc Class A 52,259 67,960
264 Microchip Technology Inc 20,552 23,808
237 Microsoft Corp 28,818 89,121
653 Microsoft Corp 123,224 245,554
453 Mondelez International Inc 22,485 32,811
321 Morgan Stanley 17,015 29,933
48 Netflix Inc 23,420 23,370
353 Nextera Energy Inc 16,193 21,441
417 Nextera Energy Inc 20,242 25,329
76 Nike Inc Class B 13,143 8,251
1411 Nisource Inc 35,970 37,462
399 Nomad Foods LTD 6,815 6,763
146 Norfolk Southern Corp 32,174 34,511
118 Nvidia Corp 10,919 58,436
194 Nvidia Corp 22,610 96,073
27 O Reilly Automotive Inc 17,739 25,652
93 Parker Hannifin Corp 30,108 42,845
25 Paycom Software Inc 8,404 5,168
399 Paypal Holdings Inc 39,405 24,503
299 Philip Morris International 30,589 28,130
150 Pioneer Natural Resources Company 22,294 33,732
183 Progyny Inc 9,161 6,804
28 Qualys Inc 3,622 5,496
294 Revolve Group Inc Class A 9,044 4,875
11 RH 3,035 3,206
769 Rogers Communications Inc 34,525 35,997
30 Roper Technologies Inc 12,173 16,355
261 Ross Stores Inc 21,042 36,120
381 RTX Corporation 30,166 32,057
34 Saia Inc 8,176 14,899
170 Salesforce Inc 29,838 44,734
147 SBA Communications Corp Class A 26,760 37,292
427 Sempra 30,922 31,910
26 Servicenow Inc 10,406 18,369
19 Siteone Landscape Supply Inc 2,308 3,088
28 Sitime Corporation 2,436 3,418
497 Southern Co 33,679 34,850
61 Steris PLC 14,594 13,411
131 Stryker Corp 21,685 39,229
72 Stryker Corp 13,652 21,561
22 Synopsys Inc 12,390 11,328
135 T Mobile US Inc 17,617 21,645
262 T Mobile US Inc 26,651 42,006
101 Tesla Inc 31,948 25,096
61 Thermo Fisher Scientific Inc 33,132 32,378
116 Topgolf Callaway Brands Corp 1,651 1,663
28 Transdigm Group Incorporated 11,061 28,325
162 Treehouse Foods Inc 6,639 6,715
632 Uber Technologies Inc 30,960 38,912
261 Unilever PLC 13,593 12,653
161 Union Pacific Corp 25,660 39,545
18 United Rentals Inc 5,879 10,322
72 Unitedhealth Group Inc 13,921 37,906
98 Unitedhealth Group Inc 28,625 51,594
89 Verisk Analytics Inc 11,848 21,259
919 Vertiv Holdings LLC Class A 18,504 44,140
116 Visa Inc Cl A 24,828 30,201
174 Visa Inc Cl A 26,767 45,301
220 Walt Disney Co 27,314 19,864
311 Warby Parker Inc Class A 13,112 4,385
637 Wells Fargo & Co 26,012 31,353
25 Wingstop Inc 3,647 6,415
46 Xpel Inc 3,557 2,477
223 Xponential Fitness Inc Class A 4,847 2,874
170 Yeti Holdings Inc 6,666 8,803
97 Yeti Holdings Inc 6,273 5,023

TY 2023 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 58,617 58,617   0


TY 2023 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 544 544   0
Federal excise taxes 9,810 9,810   0