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
THE OLIARI CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)350 BEDFORD STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRIDGEWATER, MA02324
A Employer identification number

20-8063820
B Telephone number (see instructions)

(508) 697-9600
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$6,341,168J 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) 1,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 49,622 49,622  
4 Dividends and interest from securities... 53,716 53,716  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -23,922
b Gross sales price for all assets on line 6a 4,062,878
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,875 5,875  
12 Total. Add lines 1 through 11........ 1,085,291 109,213  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
299 299   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,300 3,300   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
35,013 35,013   0
17 Interest............... 767 767   0
18 Taxes (attach schedule) (see instructions)...        
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
552 33   519
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,931 39,412   519
25 Contributions, gifts, grants paid....... 203,569 203,569
26 Total expenses and disbursements. Add lines 24 and 25 243,500 39,412   204,088
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 841,791
b Net investment income (if negative, enter -0-) 69,801
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............. 338,139 -3,027 -3,027
2 Savings and temporary cash investments.........      
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).......      
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).......... 4,557,515 Click to see attachment
List of Attached Documents:
// Content
5,752,077 		6,344,195
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) 4,895,654 5,749,050 6,341,168
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,895,654 5,749,050
29 Total net assets or fund balances (see instructions)..... 4,895,654 5,749,050
30 Total liabilities and net assets/fund balances (see instructions). 4,895,654 5,749,050
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
4,895,654
2
Enter amount from Part I, line 27a .....................
2
841,791
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,605
4
Add lines 1, 2, and 3 ..........................
4
5,749,050
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
5,749,050
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 WELLS FARGO - DETAILS AVAILABLE UPON REQUEST      
b WELLS FARGO - DETAILS AVAILABLE UPON REQUEST      
c STARWOOD REAL ESTATE INCOME TRUST - DETAIS AVAILABLE UPON REQUEST      
d UBS -7264 - DETAILS AVAILABLE UPON REQUEST      
e UBS -7317 - DETAILS AVAILABLE UPON REQUEST      
UBS -7317 - DETAILS AVAILABLE UPON REQUEST      
UBS -8002 - DETAILS AVAILABLE UPON REQUEST      
UBS -8002 - DETAILS AVAILABLE UPON REQUEST      
UBS -8003 - DETAILS AVAILABLE UPON REQUEST      
UBS -8003 - DETAILS AVAILABLE UPON REQUEST      
UBS -8004 - DETAILS AVAILABLE UPON REQUEST      
UBS -8004 - DETAILS AVAILABLE UPON REQUEST      
UBS -8255 - DETAILS AVAILABLE UPON REQUEST      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 384,048   413,069 -29,021
b 500,006   523,589 -23,583
c 102,497   66,296 36,201
d 36,399   39,983 -3,584
e 1,124,347   1,123,364 983
734,470   739,184 -4,714
490,096   494,179 -5,367
218,191   237,813 -19,622
103,371   113,630 -10,259
110,035   107,684 2,351
43,239   44,193 -954
2,525   2,679 -154
213,627   179,853 33,774
27     27
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       -29,021
b       -23,583
c       36,201
d       -3,584
e       983
      -4,714
      -5,367
      -19,622
      -10,259
      2,351
      -954
      -154
      33,774
      27
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 -23,922
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) 1 970
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........................... 3 970
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- ..... 5 970
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 680
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.............. 7 680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 290
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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$ 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 arrowMA
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 arrowDANIELLE OLIARI Telephone no.right arrow (508) 697-9600

Located atright arrow350 BEDFORD STREETBRIDGEWATERMA ZIP+4right arrow02324
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
MARK OLIARI DIRECTOR
2.00 		0 0 0
350 BEDFORD STREET
BRIDGEWATER,MA02324
PATRICIA OLIARI DIRECTOR
2.00 		0 0 0
350 BEDFORD STREET
BRIDGEWATER,MA02324
PAUL OLIARI DIRECTOR
2.00 		0 0 0
350 BEDFORD STREET
BRIDGEWATER,MA02324
DANIELLE OLIARI DIRECTOR
10.00 		0 0 0
10 STONEYBROOK DRIVE
BRIDGEWATER,MA02324
STEPHANIE OLIARI DIRECTOR
2.00 		0 0 0
350 BEDFORD STREET
BRIDGEWATER,MA02324
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 N/A 0
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 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
4,991,264
b
Average of monthly cash balances.......................
1b
232,173
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,223,437
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
5,223,437
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
78,352
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,145,085
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
257,254
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
257,254
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
970
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
970
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
256,284
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
256,284
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
256,284
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
204,088
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
204,088
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 7 256,284
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 202,994
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......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 204,088
a Applied to 2022, but not more than line 2a 202,994
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..... 1,094
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		255,190
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
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).)
MARK OLIARI
PATRICIA OLIARI
PAUL OLIARI
DANIELLE OLIARI
STEPHANIE OLIARI
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:
DANIELLE OLIARI
350 BEDFORD STREET
BRIDGEWATER,MA02324
(508) 697-9600
bThe form in which applications should be submitted and information and materials they should include:
NO FORMAL APPLICATION PROCEDURE UTILIZED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

A WISH COME TRUE

1010 WARWICK AVE
WARWICK,RI02888 		  N/A CHARITABLE 30,000

ALZHEIMER'S ASSOCIATION

473 S ST W 13
RAYNHAM,MA02767 		  N/A CHARITABLE 10,000

BEST BUDDIES CHALLENGE

529 MAIN STREET SUITE 202
CHARLESTOWN,MA02129 		  N/A CHARITABLE 10,000

BOSTON POPS

301 MASSACHUSETTS AVE
BOSTON,MA02115 		  N/A CHARITABLE 3,990

BRIDGEWATER COMMUNITIES FOR CIVIL RIGHTS

PO BOX 659
BRIDGEWATER,MA02324 		  N/A CHARITABLE 1,000

BRIDGEWATER LYONS CLUB FOUNDATION INC

PO BOX 169
BRIDGEWATER,MA02324 		  N/A CHARITABLE 200

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		  N/A CHARITABLE 250

HABITAT FOR HUMANITY

20 MATHEWSON DRIVE
WEYMOUTH,MA02189 		  N/A CHARITABLE 250

MY BROTHER'S KEEPER

PO BOX 338
EASTON,MA02356 		  N/A CHARITABLE 30,000

OPERATION SANTA

PO BOX 61122
BRIDGEWATER,MA02324 		  N/A CHARITABLE 20,000

PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		  N/A CHARITABLE 10,000

ROTARY CLUB OF BRIDGEWATER

159 TORREY STREET
BROCKTON,MA02301 		  N/A CHARITABLE 10,000

ST JUDE CHILDRENS HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  N/A CHARITABLE 250

BRIDGEWATER CARES FAMILY FUND

100 PINE ST
BRIDGEWATER,MA02324 		  N/A CHARITABLE 1,000

BRIDGEWATER STATE UNIVERSITY

131 SUMMER ST
BRIDGEWATER,MA02324 		  N/A CHARITABLE 37,357

MANDELA WASHINGTON FELLOWSHIP

666 5TH AVENUE
NEW YORK,NY10103 		  N/A CHARITABLE 5,272

FUNERARIAS MULTI CULTUREL

238 COURT STREET
BROCKTON,MA02302 		  N/A CHARITABLE 250

FRIENDS OF MIDDLEBOROUGH PUBLIC LIBRARY

102 NORTH MAIN STREET
MIDDLEBOROUGH,MA02346 		  N/A CHARITABLE 250

GILL ODD FELLOWS HOME

8 GIL TERRACE
LUDLOW,VT05149 		  N/A CHARITABLE 3,500

HOMES FOR OUR TROOPS

6 MAIN ST
TAUNTON,MA02780 		  N/A CHARITABLE 5,000

JDRF

PO BOX 5021
HAGERSTOWN,MD21741 		  N/A CHARITABLE 250

MERCY HOUSE INC

305 N HIGH ST
HARRISONBURG,VA22801 		  N/A CHARITABLE 500

PANCREATIC CANCER CANADA

316-4211 YONGE STREET
TORONTO,ONTARIO  
CA 		  N/A CHARITABLE 2,500

65 ROSES FOUNDATION

4550 MONTGOMERY AVENUE SUITE 1100
NORTH BETHESDA,MD20814 		  N/A CHARITABLE 500

SOUTHERN VOTECH HS

250 FOUNDRY RT 106
SOUTH EASTON,MA02375 		  N/A CHARITABLE 250

TEDY'S TEAM

72A TAUNTON ST
PLAINVILLE,MA02762 		  N/A CHARITABLE 1,000

TOWN OF BRIDGEWATER POLICE & FIRE

66 CENTRAL SQUARE
BRIDGEWATER,MA02324 		  N/A CHARITABLE 20,000
Total .................................right arrow 3a 203,569
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 ........... 		        49,622
4 Dividends and interest from securities ....         53,716
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 .....         5,875
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -23,922
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 0 85,291
13Total. Add line 12, columns (b), (d), and (e)..................
13
85,291
(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.)
3 INCOME IS USED SOLELY TO PROVIDE FUNDS FOR CHARITABLE PURPOSES
4 INCOME IS USED SOLELY TO PROVIDE FUNDS FOR CHARITABLE PURPOSES
7 INCOME IS USED SOLELY TO PROVIDE FUNDS FOR CHARITABLE PURPOSES
8 INCOME IS USED SOLELY TO PROVIDE FUNDS FOR CHARITABLE PURPOSES
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
THE OLIARI CHARITABLE FOUNDATION
 
Employer identification number

20-8063820
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
THE OLIARI CHARITABLE FOUNDATION
  		Employer identification number
20-8063820
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
COINS N THINGS INC
 
350 BEDFORD ST
 
BRIDGEWATER, MA02324

$ 1,000,000


(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
THE OLIARI CHARITABLE FOUNDATION
  		Employer identification number

20-8063820
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
 
$    
(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
 
$    
(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
 
$    
(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
THE OLIARI CHARITABLE FOUNDATION
  		Employer identification number

20-8063820
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


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,300 3,300   0

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category Amount
N/A 0

TY 2023 InvestmentsOtherSchedule2
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABBOTT LABS AT COST 14,754 15,520
ABBVIE INC AT COST 10,340 9,814
ABBVIE INC COM AT COST 38,596 39,517
ACCENTURE PLC AT COST 25,045 32,635
ADVANCED MICRO DEVICES INC AT COST 20,916 28,745
ALIGN TECHNOLOGY INC AT COST 1,619 2,192
ALPHABET INC CL A AT COST 24,757 26,681
ALPHABET INC CL C AT COST 24,135 55,385
AMAZON COM INC COM AT COST 14,047 14,313
AMAZON.COM INC AT COST 66,562 96,786
AMER EXPRESS CO AT COST 28,473 32,222
AMERICAN TOWER CORP REIT AT COST 21,875 26,553
AMERIPRISE FINANCIAL INC AT COST 17,399 19,751
AMEX ENERGY SELECT SPDR AT COST 36,183 55,083
AMEX TECHNOLOGY SELECT SPDR AT COST 55,066 100,667
ANTHEM INC AT COST 16,901 16,467
APPLE INC AT COST 36,580 88,371
APPLIED MATERIALS INC AT COST 21,752 25,445
ARISTA NETWORKS INC AT COST 1,705 7,065
ASML HLDG NV SPON ADR AT COST 10,518 12,868
ASTRAZENECA PLC SPON ADR AT COST 38,571 37,379
BANK OF AMERICA CORP AT COST 6,615 6,666
BANK OF MONTREAL AT COST 10,001 9,852
BARCLAYS BANK PLC AT COST 250,000 249,250
BECTON DICKINSON & CO AT COST 39,639 34,868
BLACKSTONE PRIVATE CREDIT FUND CLASS AT COST 350,000 353,503
BNP PARIBAS AT COST 500,000 510,500
BOOKING HOLDINGS INC AT COST 3,438 7,094
BOSTON SCIENTIFIC CORP COM AT COST 14,925 21,852
BROADCOM INC AT COST 12,390 16,744
BROADCOM INC UBS -8003 AT COST 21,871 49,115
BUNGE LTD FINANCE CORP AT COST 13,149 13,234
CANADIAN FAC KANS CITY LTD CAD AT COST 3,832 6,799
CANADIAN IMPERIAL BANK AT COST 150,000 159,015
CAPITAL ONE FINANCIAL CO AT COST 13,749 13,376
CASH UBS -7264 AT COST 3,197 3,197
CASH UBS -8255 AT COST 1,043 1,043
CENTENE CORP DEL COM AT COST 1,354 2,375
CHARTER COMM OPT LLC AT COST 14,311 15,208
CHEVRON CORP AT COST 16,691 16,304
CHIPOTLE MEXICAN GRILL INC AT COST 13,649 22,870
CISCO SYSTEMS INC AT COST 30,120 28,695
CME GROUP INC AT COST 36,019 36,855
COCA COLA CO COM AT COST 25,224 24,574
COMCAST CORP AT COST 17,979 16,778
CONOCOPHILLIPS AT COST 36,131 36,562
CONSTELLATION BRANDS INC AT COST 4,710 6,044
COSTCO WHOLESALE CORP AT COST 21,666 27,723
CROWN CASTLE INC REIT AT COST 22,636 26,263
CVS HEALTH CORP AT COST 9,784 8,889
CVS HEALTH CORP UBS -8003 AT COST 38,574 41,849
DANAHER CORP AT COST 4,304 9,254
DEXCOM INC AT COST 916 3,599
DIGITAL REALTY TRUST LP AT COST 10,395 9,646
ECOLAB INC AT COST 2,227 3,174
ELI LILLY & CO COM AT COST 32,976 44,302
EMERSON ELECTRONIC CO AT COST 26,209 26,571
EQUINIX INC AT COST 15,972 14,930
EXXON MOBILE CORP AT COST 65,149 61,088
FEDEX CORP UBS -7264 AT COST 4,732 4,310
FEDEX CORP UBS -8003 AT COST 32,083 30,862
FLEETCOR TECHNOLOGIES INC AT COST 2,356 3,674
FORD MOTOR CO AT COST 12,430 13,322
FORTUNE BRANDS INNOVATIONS INC AT COST 2,995 4,035
GENERAL MOTORS FINL CO AT COST 17,472 18,590
GOLDMAN SACHS GROUP INC UBS -7264 AT COST 15,089 14,694
GOLDMAN SACHS GROUP INC UBS -8003 AT COST 32,085 37,805
GS FINANCE CORP AT COST 250,000 253,750
GXO LOGISTICS INC AT COST 2,465 4,342
HCA INC NTS AT COST 5,911 6,023
HONEYWELL INTL INC AT COST 14,735 16,567
INTERCONTINENTAL EXCHANGE INC AT COST 7,352 11,944
INTUIT AT COST 25,392 31,877
INTUITIVE SURGICAL INC AT COST 16,215 18,217
INTUITIVE SURGICAL INC UBS -8003 AT COST 1,571 2,024
JP MORGAN CHASE & CO UBS -7264 AT COST 6,643 6,671
JPMORGAN CHASE & CO AT COST 37,930 43,035
KEYCORP AT COST 13,015 12,774
LINDE PLC NEW EUR AT COST 43,825 47,642
LOCKHEED MARTIN CORP AT COST 30,656 31,274
LOWE'S COS INC AT COST 9,555 8,319
LULULEMON ATHLETICA INC AT COST 3,103 5,113
MASTERCARD INC CL A AT COST 26,842 29,003
MCDONALDS CORP AT COST 37,332 38,843
META PLATFORMS INC AT COST 39,628 61,235
MICROSOFT CORP AT COST 117,543 181,627
MORGAN STANLEY AT COST 32,898 39,538
MORGAN STANLEY B/E AT COST 16,876 16,492
NETFLIX INC AT COST 7,457 13,146
NIKE INC CL B AT COST 21,897 22,257
NORFOLK STHN CORP AT COST 28,419 32,384
NVIDIA CORP AT COST 10,540 37,142
O REILLY AUTOMOTIVE INC NEW AT COST 18,142 18,052
ORACLE CORP AT COST 34,111 31,418
PALO ALTO NETWORKS INC AT COST 8,949 25,655
PARKER HANNIFIN CORP AT COST 15,065 17,046
PNC FINANCIAL SERVICES AT COST 16,682 14,890
POOL CORPORATION COM AT COST 1,615 4,386
PROCTER & GAMBLE CO AT COST 41,917 40,152
PROLOGIS INC COM AT COST 34,843 38,124
ROCKWELL AUTOMATION INC NEW AT COST 11,214 11,798
ROYAL BANK OF CANADA AT COST 18,996 18,485
RTX CORP AT COST 19,067 18,847
S&P GLOBAL INC AT COST 11,977 18,942
SALESFORCE COM INC AT COST 20,782 34,734
SCHLUMBERGER LTD NETHERLANDS ANTILLES AT COST 15,479 13,947
SECURED MARKET DEPOSIT ACCOUNT AT COST 1,185 1,185
SERVICENOW INC AT COST 10,657 19,075
SHERWIN WILLIAMS CO AT COST 22,642 25,888
SOUTHWESTERN ENERGY CO AT COST 3,761 3,904
STARWOOD REAL ESTATE INCOME TRUST INC AT COST 13,697 13,072
SUNTRUST BANKS INC AT COST 10,150 9,828
SYSCO CORP AT COST 23,494 23,767
THEROMO FISHER SCIENTIFIC INC AT COST 15,898 15,924
TJX COS INC NEW AT COST 27,308 28,706
TRACTOR SUPPLY CO COM AT COST 1,853 7,096
TRANSDIGM GROUP INC COM AT COST 3,130 10,116
TRAVELERS COS INC/THE AT COST 32,894 37,908
TRIMBLE INC AT COST 1,361 1,490
UBS INSURED SWEEP PROGRAM -8002 AT COST 2,618 2,618
UBS INSURED SWEEP PROGRAM -8003 AT COST 20,903 20,903
UBS INSURED SWEEP PROGRAM -8004 AT COST 21,364 21,364
UBS SELECT PRIME SERIES II PREFERRED FUND AT COST 1,235,486 1,235,486
ULTA BEAUTY INC AT COST 3,670 8,330
UNION PACIFIC CORP UBS -7264 AT COST 12,545 12,189
UNITED PARCEL SERVICE INC CL B AT COST 23,176 21,541
UNITEDHEALTH GROUP INC AT COST 38,846 40,538
US TREASURY NOTE - 91282CFA4 AT COST 57,707 58,304
US TREASURY NOTE - 91282CFG1 AT COST 57,768 58,301
US TREASURY NOTE - 91282CFN6 AT COST 58,309 58,698
US TREASURY NOTE - 91282CFQ9 AT COST 58,379 58,749
US TREASURY NOTE - 91282CFX4 AT COST 30,698 30,886
US TREASURY NOTE - 91282CGD7 AT COST 31,580 31,831
US TREASURY NOTE - 91282CGG0 AT COST 31,516 31,803
US TREASURY NOTE - 91282CGM7 AT COST 15,031 15,546
US TREASURY NOTE - 91282CGN5 AT COST 33,757 33,983
US TREASURY NOTE - 91282CGU9 AT COST 31,353 31,723
US TREASURY NOTE - 91282CGX3 AT COST 31,391 31,716
US TREASURY NOTE - 91282CHL8 AT COST 28,915 29,074
US TREASURY NOTE - 91282CHN4 AT COST 28,980 29,136
VERALTO CORP AT COST 913 1,398
VERTEX PHARMACEUTICALS INC COM AT COST 5,018 9,765
VISA INC-CLASS A SHRS AT COST 33,306 45,041
WALMART INC AT COST 43,328 43,038
WALT DISNEY COMPANY AT COST 15,888 15,090
WELLS FARGO & CO NEW AT COST 30,648 35,734
WESTPAC BANKING CORP AT COST 6,646 6,683
XPO INC AT COST 3,119 7,796
YUMI BRANDS INC AT COST 13,877 14,634
UNION PACIFIC CORP UBS -8004 AT COST 14,792 16,211

TY 2023 LegalFeesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 299 299   0


TY 2023 OtherExpensesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 33 33   0
STATE FEES 519 0   519


TY 2023 OtherIncomeSchedule2
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UBS -7317 MISC INCOME 5,875 5,875 5,875


TY 2023 OtherIncreasesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Description Amount
NON-DIVIDEND DISTRIBUTIONS 9,946
FEDERAL TAX REFUND 1,659


TY 2023 OtherProfessionalFeesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ACCOUNT FEES 35,013 35,013   0