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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE CHARLIE & MARY BETH O'REILLY
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1898 NORTH MONET ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NIXA, MO65714
A Employer identification number

43-6859254
B Telephone number (see instructions)

(417) 725-3391
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$17,274,825
J 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
2 Check right arrow.............
3 Interest on savings and temporary cash investments 210,909 210,909  
4 Dividends and interest from securities... 247,342 247,342  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,130,754
b Gross sales price for all assets on line 6a 1,263,189
7 Capital gain net income (from Part IV, line 2)... 1,130,754
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........ 1,589,006 1,589,005  
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).........        
b Accounting fees (attach schedule)....... 3,400 0   3,400
c Other professional fees (attach schedule).... 51,676 51,676   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,510 5,463   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 88,586 57,139   3,400
25 Contributions, gifts, grants paid....... 645,450 645,450
26 Total expenses and disbursements. Add lines 24 and 25 734,036 57,139   648,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 854,970
b Net investment income (if negative, enter -0-) 1,531,866
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 163,316 295,750 295,750
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) 3,400,396 Click to see attachment
List of Attached Documents:
// Content
4,169,953
4,151,507
b Investments—corporate stock (attach schedule)....... 5,331,641 Click to see attachment
List of Attached Documents:
// Content
5,155,633
10,831,112
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).......... 1,839,545 Click to see attachment
List of Attached Documents:
// Content
1,996,456
1,996,456
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) 10,734,898 11,617,792 17,274,825
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 10,734,898 11,617,792
29 Total net assets or fund balances (see instructions)..... 10,734,898 11,617,792
30 Total liabilities and net assets/fund balances (see instructions). 10,734,898 11,617,792
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
10,734,898
2
Enter amount from Part I, line 27a .....................
2
854,970
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
27,924
4
Add lines 1, 2, and 3 ..........................
4
11,617,792
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
11,617,792
Form 990-PF (2024)
Form 990-PF (2024)
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 SIMMONS BANK P    
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,263,189   132,435 1,130,754
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,130,754
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,130,754
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 21,293
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 21,293
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 21,293
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,880
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 4,880
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 16,413
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowMO
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 2024 or the taxable year beginning in 2024? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowSIMMONS BANK Telephone no.right arrow (417) 890-7770

Located atright arrow4652 S NATIONAL 3RD FLOORSPRINGFIELDMO ZIP+4right arrow65810
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
CHARLES H O'REILLY JR TRUSTEE
1.00
0 0 0
1898 NORTH MONET ROAD
NIXA,MO65814
MARY BETH O'REILLY TRUSTEE
1.00
0 0 0
1898 NORTH MONET ROAD
NIXA,MO65814
PATRICK E O'REILLY TRUSTEE
1.00
0 0 0
2808 S INGRAM MILL SUITE A100
SPRINGFIELD,MO65804
TIMOTHY B O'REILLY TRUSTEE
1.00
0 0 0
2808 S INGRAM MILL SUITE A100
SPRINGFIELD,MO65804
RYAN C O'REILLY TRUSTEE
1.00
0 0 0
2808 S INGRAM MILL SUITE A100
SPRINGFIELD,MO65804
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
14,723,369
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
1,898,326
d
Total (add lines 1a, b, and c).........................
1d
16,621,695
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
16,621,695
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
249,325
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,372,370
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
818,619
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
818,619
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,293
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,293
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
797,326
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
797,326
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
797,326
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
648,850
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
648,850
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 797,326
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 580,162
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 648,850
a Applied to 2023, but not more than line 2a 580,162
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 2024 distributable amount..... 68,688
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
728,638
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
CHARLES H O'REILLY JR
MARY BETH O'REILLY
PATRICK E O'REILLY
TIMOTHY B O'REILLY
RYAN C O'REILLY
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

ALL FAITHS FOOD BANK

8171 BLAIKIE COURT
SARASOTA,FL34240
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

AMERICAN RED CROSS

1545 N WEST BYPASS
SPRINGFIELD,MO65803
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

AMERICAN RED CROSS SOUTHERN REGION

1545 N WEST BYPASS
SPRINGFIELD,MO65809
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

ARC OF THE OZARKS

1501 E PYTHIAN ST
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

ARCHBISHOP'S CATHOLIC APPEAL DENVER

PO BOX 100316
SPRINGFIELD,MO80250
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

ASSUMPTION ABBEY

RR 5 BOX1056
AVA,MO65608
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

BCFO

620 W REPUBLIC
SPRINGFIELD,MO65807
NONE PUBLIC CHARITY GENERAL SUPPORT 27,500

BOYS AND GIRLS CLUBS OF SPRINGFIELD

1410 N FREMONT
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

BOYS AND GIRLS CLUBS OF OZARKS

1460 BEE CREEK ROAD
BRANSON,MO65616
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

BRAVO VAIL

2271 N FRONTAGE RD W STE C
VAIL,CO81657
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

BREAD FOR THE WORLD

425 3RD STREET SW 1200
WASHINGTON,DC20024
NONE PUBLIC CHARITY GENERAL SUPPORT 4,000

BRIDGE OF FAITH COMMUNITY CHURCH

PO BOX 1059
ROCKAWAY BEACH,MO65740
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

BUFFALO RIVER FOUNDATION

PO BOX 55
PONCA,AR72670
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CASA OF SOUTHWEST MISSOURI

1911 S NATIONAL AVE
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CARE TO LEARN SPRINGFIELD

1740 S GLENSTONE AVE SUITE R
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

CARE TO LEARN NIXA

301 SOUTH MAIN STREET
NIXA,MO65714
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

CARMELITE MISSIONS

55 W DEMAREST AVENUE
ENGLEWOOD,NJ07631
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

CATHOLIC CAMPUS MINISTRY ASSOCIATION

847 S HOLLAND AVE
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CATHOLIC CHARITIES KC ST JOSEPH

4001 BLUE PARKWAY
KANSAS CITY,MO64130
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CATHOLIC CLIMATE COVENANT

415 MICHIGAN AVE NE SUITE 260
WASHINGTON,DC20017
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CATHOLIC CHARITIES OF SOUTHER MO

424 E MONASTERY ST
SPRINGFIELD,MO65807
NONE PUBLIC CHARITY GENERAL SUPPORT 13,000

CATHOLIC CHARITIES USA

2050 BALLENGER AVE STE 400
ALEXANDRIA,VA22314
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CATHOLIC EXTENSION SOCIETY

150 SOUTH WACKER DR SUITE 2000
CHICAGO,IL60606
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

CATHOLIC FAITH APPEAL - VENICE

1000 PINEBROOK ROAD
VENICE,FL34285
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

CATHOLIC PARISHES OF THE VALLEY

PO BOX 1390
EDWARDS,CO81632
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

CATHOLIC RELIEF SERVICES

228 W LEXINGTON ST
BALTIMORE,MI21201
NONE PUBLIC CHARITY GENERAL SUPPORT 15,000

CFSCSEASON OF SHARING

2635 FRUITVILLE ROAD
SARASOTA,FL34237
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

CHAMPION ATHLETES OF THE OZARKS

1715 S KANSAS AVE
SPRINGFIELD,MO65807
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

CHAMPIONS COMMITTED TO KIDS

PO BOX 14727
SPRINGFIELD,MO65814
NONE PUBLIC CHARITY GENERAL SUPPORT 1,250

CHILD ADVOCACY CENTER

1033 E WALNUT ST
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

COLORADO SNOWSPORTS MUSEUM & HALL OF FAME

231 SOUTH FRONTAGE ROAD EAST
VAIL,CO81657
NONE PUBLIC CHARITY GENERAL SUPPORT 500

COLUMBIAN CHARITIES RIB

4824 SIEGEL AVE
ST LOUIS,MO63116
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

COMMON CAUSE EDUCATION FUND

805 15TH ST NW 800
WASHINGTON,DC20005
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

COMMUNITY FOUNDATION OF THE OZARKS

425 E TRAFFICWAY
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

COMMUNITY PARTNERSHIP OF THE OZARKS

330 N JEFFERSON
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 16,500

CONCEPTION ABBEY

PO BOX 501
CONCEPTION,MO64433
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CONCEPTION SEMINARY COLLEGE

PO BOX 501
CONCEPTION,MO64433
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CONVOY OF HOPE & HOPE ACADEMY

330 S PATTERSON AVE
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

COUNCIL OF CHURCHES OF THE OZARKS

627 N GLENSTONE
SPRINGFIELD,MO65808
NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

COVENANT HOUSE

PO BOX 758637
TOPEKA,KS66675
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

COX HEALTH FOUNDATION

3525 S NATIONAL
SPRINGFIELD,MO65807
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

CROSS CATHOLIC OUTREACH

2700 N MILITARY TRAIL 240
BOCA RATON,FL33427
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

DEVELOPMENTAL CENTER OF THE OZARKS

1545 E PYTHIAN STREET
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

DIOCESAN DEVELOPMENT FUND -SEAS

2200 W REPUBLIC ROAD
SPRINGFIELD,MO65807
NONE PUBLIC CHARITY GENERAL SUPPORT 25,000

DIOCESE KANSAS CITY-ST JOSEPH

20 W 9TH STREET
KANSAS CITY,MO64105
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

DISCOVERY CENTER

438 E ST LOUIS STREET
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

DOCTORS WITHOUT BORDERS

333 7TH AVE 2ND FLOOR
NEW YORK,NY10001
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

DOGWOOD RANCH

PO BOX 1995
OZARK,MO65721
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

DREW LEWIS FOUNDATION

1126 N BROADWAY AVE
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

EAGLE VALLEY LAND TRUST

PO BOX 3016
EDWARDS,CO81645
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

EARTH ISLAND INSTITUTE (RENEW MO)

910 E BROADWAY 205
COLUMBIA,MO65201
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

EARTH JUSTICE

50 CALIFORNIA ST STE 500
SAN FRANSICO,CA94111
NONE PUBLIC CHARITY GENERAL SUPPORT 4,000

EDEN VILLAGE OF SPRINGFIELD

PO BOX 2364
SPRINGFIELD,MO65801
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

ELEVATE BRANSON

310 GRETNA ROAD
BRANSON,MO65616
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

EMPOWER MISSOURI

308 E IGHT ST STE 100
JEFFERSON CITY,MO65101
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

FAIR HAVEN

3132 N FAIR HAVEN LOOP
STRAFFORD,MO65757
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

FINCA

1201 15TH STREET NW
WASHINGTON,DC20005
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

FOCUS

603 PARK POINT DRIVE
GENESEE,CO80401
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

FOOD FOR THE POOR

6401 LYONS ROAD
COCONUT CREEK,FL33073
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

FOSTER ADOPT CONNECT

509 S CAVALIER
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

FOUNDATION FOR SPRINGFIELD PUBLIC SCHOOLS

1131 N BOONVILLE AVE
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

FRIENDS OF SPRINGFIELD ART MUSEUM

1111 E BROOKSIDE DRIVE
SPRINGFIELD,MO65807
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

FRIENDS OF THE ZOO

3043 N FORT
SPRINGFIELD,MO65803
NONE PUBLIC CHARITY GENERAL SUPPORT 1,200

FRIENDS OF THE EARTH

1101 15TH STREET NW 11TH FLOOR
WASHINGTON,DC20005
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

FUND FOR VALLE CATHOLIC

40 NN 4TH ST SAINTE
GENEVIEVE,MO63670
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

GEAR HEAD MINISTRIES

2131 W REPUBLIC RD 268
SPRINGFIELD,MO65807
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

GOOD SAMARITAN BOYS RANCH

PO BOX 617
BRIGHTON,MO65617
NONE PUBLIC CHARITY GENERAL SUPPORT 4,000

GREAT RIVERS ENVIRONMENTAL LAW CENTER

319 NORTH 4TH STREET
ST LOUIS,MO63102
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

GREATER YELLOWSTONE COALITION

215 S WALLACE AVE
BOZEMAN,MT59715
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

GREEN COUNTY 100 CLUB

4730 S NATIONAL AVENUE BUILDING A-T
SPRINGFIELD,MO65810
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

GREENPEACE FUND

702 H STREET NW SUITE 300
WASHINGTON,DC20001
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

HABITAT FOR HUMANITY INTERNATIONAL

121 HABITAT ST
AMERICUS,GA31709
NONE PUBLIC CHARITY GENERAL SUPPORT 14,000

HARMONY HOUSE

3404 E RIDGEVIEW
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

HELP GIVE HOPE

2733 E BATTLEFIELD ST332
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 7,500

HISTORY MUSEUM ON THE SQUARE

PO BOX 2963
SPRINGFIELD,MO65801
NONE PUBLIC CHARITY GENERAL SUPPORT 500

IMMACULATE CONCEPTION PARISH - ST VINCENT DEPAUL

3555 S FREMONT AVE
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

IN TIMES OF NEED FOUNDATION

1839 E INDEPENDENCE ST SUITE K
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

ISABEL'S HOUSE

2750 W BENNETT
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 4,000

JAMES RIVER BASIN PARTNERSHIP

901 S NATIONAL AVE
SPRINGFIELD,MO65897
NONE PUBLIC CHARITY GENERAL SUPPORT 500

JOBS WITH JUSTICE EDUCATION FUND

1150 CONNECTICUT AVE NW SUITE 200
WASHINGTON,DC20036
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

JOURNEY TO NEW LIFE

3120 TROOST AVE
KANSAS CITY,MO64109
NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

KIDS ACROSS AMERICA

2036 TIMBERLACK ROAD
BRANSON,MO65616
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

KNIGHTS OF COLUMBUS CHARITIES OF SPRINGFIELD

2340 GRAND STREET
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

KSMU OZARK PUBLIC TELEVISION

901 S NATIONAL AVE
SPRINGFIELD,MO65897
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

KVC MISSOURI

1212 W LOMBARD ST
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

LEAST OF THESE

511 KATHRYN ST
NIXA,MO65714
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

LIGHT FROM LIGHT

2260 DEFOOR HILL DR NW
ATLANTA,GA30318
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

LITTLE SISTERS OF THE POOR

8745 JAMES A REED RD
KANSAS CITY,MO64138
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

LIVES UNDER CONSTRUCTION BOYS RANCH

296 BOYS RANCH ROAD
LAMPE,MO65681
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

LOST AND FOUND

1555 S GLENSTONE AVE
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

MAYO CLINIC FOUNDATION

200 FIRST STREET SW
ROCHESTER,MN55905
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607
NONE PUBLIC CHARITY GENERAL SUPPORT 500

MISSOURI CATHOLIC CONFERENCE

PO BOX 1022
JEFFERSON CITY,MO65102
NONE PUBLIC CHARITY GENERAL SUPPORT 500

MISSOURI COALITION FOR THE ENVIORNMENT

3115 S GRAND BLVD STE 650
ST LOUIS,MO63118
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

MISSOURI GIRLS TOWN

PO BOX 59
KINGDOM CITY,MO65262
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

MISSOURI STATE FOUNDATION

300 S JEFFERSON
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 11,000

MONASTERYOFBENEDICTINES OF MARY QUEEN APOSTLES

8005 NW 316 ST
GOWER,MO64454
NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

MONTANA HISTORICAL SOCIETY

225 N ROBERTS
HELENA,MT59620
NONE PUBLIC CHARITY GENERAL SUPPORT 400

NATURAL RESOURCES DEFENSE COUNCIL

PO BOX 1830
MERRIFIELD,VA22119
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

OPERATION BREAKTHROUGH

3039 TROOST
KANSAS CITY,MO64109
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

OPTE-HOPE ACADEMY

1 CONVOY DR
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 20,000

OZARK FOOD HARVEST

2810 N CEDARBROOKE
SPRINGFIELD,MO65801
NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

OZARK GREENWAYS

830 N BOONVILLE AVE
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

OZARK REGIONAL LAND TRUST

PO BOX 44007
ST LOUIS,MO63144
NONE PUBLIC CHARITY GENERAL SUPPORT 7,500

OZARKS AREA COMMUNITY ACTION CORP (OACAC)

215 S BARNES
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

OZARKS PUBLIC TELEVISION

901 S NATIONAL AVE
SPRINGFIELD,MO65897
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

PARK COUNTY COMMUNITY FOUNDATION

PO BOX 2199
LIVINGSTON,MT59047
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

PREGNANCY RESOURCE CENTER OF ROLLA

1210 E STATE ROUTE 72
ROLLA,MO65401
NONE PUBLIC CHARITY GENERAL SUPPORT 7,500

PRESBYTERIAN CHILDREN'S HOMES & SERVICES

1220 N LINDBERGH BLVD
ST LOUIS,MO63132
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

RENEW MISSOURI

1200 ROGERS T SUITE B
COLUMBIA,MO65201
NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

RESCUE ONE

1927-B E BENNETT
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 25,600

RONALD MCDONALD HOUSE CHARITIES

949 E PRIMROSE ST
SPRINGFIELD,MO65807
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

ROUNDUP RIVER RANCH

PO BOX 8589
AVON,CO81620
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

SACRED HEART CHURCH

1609 N SUMMIT AVE
SPRINGFIELD,MO65803
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

SAINT BENEDICT CATHOLIC CHURCH

2200 W ITHICAST
BROKEN ARROW,OK74012
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

SALVATION ARMY OF SPRINGFIELD

PO BOX 9685
SPRINGFIELD,MO65801
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

SHARE YOUR CHRISTMAS

PO BOX 3947
SPRINGFIELD,MO65808
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

SHAWNEE HILLS ART COUNCIL

125 W DAVIE ST
ANNA,IL62906
NONE PUBLIC CHARITY GENERAL SUPPORT 25,000

SIERRA CLUB FOUNDATION

2101 WEBSTER ST SUITE 1300
OAKLAND,CA94612
NONE PUBLIC CHARITY GENERAL SUPPORT 6,000

SHRINERS CHILDREN

PO BOX 8928
TOPEKA,KS66608
NONE PUBLIC CHARITY GENERAL SUPPORT 500

SOCIETY OF ST VINCENT DE PAUL

533 S JEFFERSON AVE
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 500

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT ST STE 40
CHARLOTTESVILLE,VA22902
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

SPECIAL OLYMPICS MISSOURI

PO BOX 14463
SPRINGFIELD,MO65814
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

SPRINGFIELD CATHOLIC SCHOOLS

2340 S EASTGATE
SPRINGFIELD,MO65809
NONE PUBLIC CHARITY GENERAL SUPPORT 3,500

ST AGNES (ST VINCENT DEPAUL SOCIETY)

533 S JEFFERSON
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

ST AUGUSTINE CATHOLIC CHURCH (FR BOB)

1371 HAMILTON
ST LOUIS,MO63112
NONE PUBLIC CHARITY GENERAL SUPPORT 4,000

ST CLAIRE OF ASSISI (ARCH BISHOP'S APPEAL

31622 HWY 6
EDWARDS,CO81632
NONE PUBLIC CHARITY GENERAL SUPPORT 8,000

ST JOSEPH CATHOLIC CHURCH

1115 N CAMPBELL AVE
SPRINGFIELD,MO65802
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

ST JUDE'S CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

ST LOUIS UNIVERSITY

1 NORTH GRAND BLVD
ST LOUIS,MO63103
NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

ST MARY'S CATHOLIC SCHOOL

511 SOUTH F STREET
LIVINGSTON,MT59047
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

ST THOMAS MORE NEWMAN CENTER PARISH

602 TURNER AVE
COLUMBIA,MO65201
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

ST LAWRENCE CATHOIC CAMPUS CENTER

1631 CRESCENT ROAD
LAWRENCE,KS66044
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

SUBLETTE COUNTY HISTORICAL SOCIETY

PO BOX 909
PINEDALE,WY82941
NONE PUBLIC CHARITY GENERAL SUPPORT 500

THE CLIMATE REALITY PROJECT

555 12TH ST NW
WASHINGTON,DC20004
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

THE KITCHEN INC

1630 N JEFFERSON AVE
SPRINGFIELD,MO65803
NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

THE MISSOURI BUDGET

5501 DELMAR BLVD BOX 9
ST LOUIS,MO63112
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

THE MOXIE

305 S CAMPBELL 101
SPRINGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 500

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DR SUITE 100
ARLINGTON,VA22203
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

THE OBAMA FOUNDATION

5235 S HARPER COURT SUITE 1140
CHICAGO,IL60615
NONE PUBLIC CHARITY GENERAL SUPPORT 500

THE RAINBOW NETWORK

PO BOX 14638
SPRINGFIELD,MO65814
NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

THE ROTARY FOUNDATOIN

1560 SHERMAN AVE
EVANSTON,IL60201
NONE PUBLIC CHARITY GENERAL SUPPORT 500

THE SOCIETY FOR THE PROPAGATION OF FAITH

70 WEST 36TH ST 8TH FLOOR
NEW YORK,NY10018
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

TRAIN UP A CHILD INC

3751 PAGE BLVD
ST LOUIS,MO63136
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

TRUST FOR PUBLIC LAND (FL)

1834 HERMITAGE BLVD SUITE 100
TALLAHASSE,FL32308
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

THE WILDERNESS SOCIETY

1615 M STREET NW
WASHINGTON,DC20036
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

UNBOUND

PO BOX 219114
KANSAS CITY,MO64121
NONE PUBLIC CHARITY GENERAL SUPPOT 500

UNION OF CONCERNED SCIENTISTS

2 BRATTLE SQUARE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

UNITED WAY OF THE OZARKS

320 N JEFFERSON
SPRNGFIELD,MO65806
NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

VALLE CATHOLIC SCHOOLS FOUNDATION

PO BOX 255
STGENEVIEVE,MO63670
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

VAIL SALVATION ARMY

PO BOX 2183
EDWARDS,CO91632
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

VAIL VALLEY FOUNDATION

90 BENCHMARK ROAD
AVON,CO81620
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

VAIL VETERANS PROGRAM

PO BOX 6473
VAIL,CO81658
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

VICTORY MISSION

PO BOX 2884
SPRINGFIELD,MO65801
NONE PUBLIC CHARITY GENERAL SUPPORT 15,000

VITAE FOUNDATION

1731 SOUTHRIDGE DR
JEFFERSON CITY,MO65102
NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

WATCHING OVER SHISKERS (WOW)

3014 E SUNSHINE ST E
SPRINGFIELD,MO65804
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

WESTERN ENVIRONMENTAL LAW CENTER

120 SHELTON MCMURPHY BLVD
EUGENE,OR97401
NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

WILSON'S CREEK NAT BATTLEFIELD FOUNDATION

PO BOX8163
SPRINGFIELD,MO65801
NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

WOMEN'S MEDICAL RESPITE

PO BOX 385
SPRINGFIELD,MO65801
NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

WORD ON FIRE CATHOLIC MINISTRIES

PO BOX 97330
WASHINGTON,DC20090
NONE PUBLIC CHARITY GENERAL SUPPORT 500

WORLD WILDLIFE FUND

225 W WACKER DR 1500
CHICAGO,IL60006
NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

YELLOWSTONE FOREVER

PO BOX 1857
BOZEMAN,MT59771
NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

YMCA CAMP WAKONDA

323 N PATTON AVE
SPRINGFIELD,MO62704
NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
Total .................................right arrow 3a 645,450
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 210,909  
4 Dividends and interest from securities ....     14 247,342  
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 1,130,754  
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 1,589,005 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,589,005
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE CHARLIE & MARY BETH O'REILLY
FAMILY FOUNDATION
Employer identification number

43-6859254
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE CHARLIE & MARY BETH O'REILLY
FAMILY FOUNDATION
Employer identification number
43-6859254
Part I
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
CHARLIE O'REILLY
2808 S INGRAM MILL SUITE A100
 
SPRINGFIELD, MO65804

$ 1


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE CHARLIE & MARY BETH O'REILLY
FAMILY FOUNDATION
Employer identification number

43-6859254
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
1000 SHARES OF O'REILLY AUTOMOTIVE STOCK $ 949,480 2024-01-16
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE CHARLIE & MARY BETH O'REILLY
FAMILY FOUNDATION
Employer identification number

43-6859254
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE CHARLIE & MARY BETH O'REILLY
 
FAMILY FOUNDATION
EIN:
43-6859254
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,400 0   3,400

TY 2024 InvestmentsCorpStockSchedule
Name:
THE CHARLIE & MARY BETH O'REILLY
 
FAMILY FOUNDATION
EIN:
43-6859254
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 5,155,633 10,831,112

TY 2024 InvestmentsGovtObligationsSch
Name:
THE CHARLIE & MARY BETH O'REILLY
 
FAMILY FOUNDATION
EIN:
43-6859254
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


4,169,953
State & Local Government Securities - End of Year Fair Market Value:


4,151,507


TY 2024 InvestmentsOtherSchedule2
Name:
THE CHARLIE & MARY BETH O'REILLY
 
FAMILY FOUNDATION
EIN:
43-6859254
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LIFE INSURANCE POLICY AT COST 1,996,456 1,996,456

TY 2024 OtherIncreasesSchedule
Name:
THE CHARLIE & MARY BETH O'REILLY
 
FAMILY FOUNDATION
EIN:
43-6859254
Description Amount
INCREASE IN CASH VALUE OF LIFE INSURANCE 27,924


TY 2024 OtherProfessionalFeesSchedule
Name:
THE CHARLIE & MARY BETH O'REILLY
 
FAMILY FOUNDATION
EIN:
43-6859254
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 51,051 51,051   0
ADR FEES 625 625   0


TY 2024 SubstantialContributorsSch
Name:
THE CHARLIE & MARY BETH O'REILLY
 
FAMILY FOUNDATION
EIN:
43-6859254
Name Address
TIMOTHY B O'REILLY 2808 INGRAM MILL SUITE A100
SPRINGFIELD,MO65804
PATRICK O'REILLY 2808 INGRAM MILL SUITE A100
SPRINGFIELD,MO65804
RYAN O'REILLY 2808 INGRAM MILL SUITE A100
SPRINGFIELD,MO65804
CHARLIE O'REILLY 1898 N MONETT ROAD
SPRINGFIELD,MO65804


TY 2024 TaxesSchedule
Name:
THE CHARLIE & MARY BETH O'REILLY
 
FAMILY FOUNDATION
EIN:
43-6859254
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,463 5,463   0
EXCISE TAXES 23,167 0   0
ESTIMATE TAX PAYMENTS 4,880 0   0