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
O'Sullivan Family Charitable Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)P O Box 590005
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Birmingham, AL352590005
A Employer identification number

20-1882904
B Telephone number (see instructions)

(205) 803-4300
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,057,700J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 72,247 72,247  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 243,049
b Gross sales price for all assets on line 6a 1,370,607
7 Capital gain net income (from Part IV, line 2)... 243,049
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........ 315,296 315,296  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,000 2,000   6,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
386 97   289
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,925 1,231   3,694
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
136 136   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
72,606 72,606   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,053 76,070   9,983
25 Contributions, gifts, grants paid....... 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 336,053 76,070   259,983
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,757
b Net investment income (if negative, enter -0-) 239,226
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............. 11,383 18,069 18,069
2 Savings and temporary cash investments......... 81,412 89,623 89,623
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,526,725 Click to see attachment
List of Attached Documents:
// Content
3,491,071 		5,950,008
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,619,520 3,598,763 6,057,700
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,619,520 3,598,763
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,619,520 3,598,763
30 Total liabilities and net assets/fund balances (see instructions). 3,619,520 3,598,763
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,619,520
2
Enter amount from Part I, line 27a .....................
2
-20,757
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,598,763
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,598,763
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 51 Abbvie Inc   2020-05-22 2024-08-02
b 65 American Express Company   2018-11-07 2024-09-25
c 22 Avery Dennison Corp   2017-01-31 2024-08-02
d 19 Broadcom Inc   2022-09-09 2024-02-02
e 41 Cadence Design Systems Inc   2020-05-22 2024-02-02
159 CVS Health Corporation   2018-11-07 2024-08-08
119 CVS Health Corporation   2020-05-22 2024-08-08
26 CVS Health Corporation   2022-02-03 2024-08-08
167 CVS Health Corporation   2023-05-24 2024-08-08
15 Deckers Outdoor Corporation   2022-02-03 2024-02-02
63 Diamondback Energy Inc   2024-02-02 2024-08-02
477 Envista Holdings Corporation   2024-02-02 2024-08-08
571 Envista Holdings Corporation   2021-03-03 2024-08-08
194 Envista Holdings Corporation   2022-02-03 2024-08-08
196 Envista Holdings Corporation   2023-05-24 2024-08-08
86 Exxon Mobil Corp   2020-03-11 2024-08-02
237 Interpublic Group Of Cos Inc   2021-09-17 2024-08-02
23 Johnson & Johnson   2016-06-29 2024-08-08
54 Johnson & Johnson   2017-01-31 2024-08-08
17 Johnson & Johnson   2017-11-28 2024-08-08
28 Johnson & Johnson   2020-05-22 2024-08-08
81 Johnson & Johnson   2022-02-03 2024-08-08
32 JPMorgan Chase & Co   2016-06-29 2024-08-02
49 JPMorgan Chase & Co   2017-01-31 2024-08-02
7 JPMorgan Chase & Co   2017-11-28 2024-08-02
126 Kroger Co   2022-02-15 2024-08-02
25 Lowes Companies Inc   2016-06-29 2024-08-02
17 Meta Platforms Inc Class A   2017-11-28 2024-08-02
10 Meta Platforms Inc Class A   2020-05-22 2024-08-02
32 Meta Platforms Inc Class A   2017-01-31 2024-02-02
4 Meta Platforms Inc Class A   2017-11-28 2024-02-02
23 Parker Hannifin Corp   2023-01-31 2024-08-02
84 Philip Morris International   2021-08-20 2024-08-02
28 Pioneer Natural Resources   2017-01-31 2024-02-02
19 Pioneer Natural Resources   2017-11-28 2024-02-02
66 Pioneer Natural Resources   2020-05-22 2024-02-02
37 Pioneer Natural Resources   2022-02-03 2024-02-02
73 RTX Corporation   2021-03-03 2024-08-02
26 Salesforce Inc   2019-05-07 2024-02-02
22 Stryker Corp   2017-01-27 2024-08-02
9 Stryker Corp   2017-01-31 2024-08-02
82 Uber Technologies Inc   2021-03-03 2024-02-02
14 Unitedhealth Group Inc   2017-01-27 2024-08-08
109 Vertiv Holdings LLC Class A   2020-12-10 2024-09-25
90 Vertiv Holdings LLC Class A   2022-02-03 2024-09-25
327 Vertiv Holdings LLC Class A   2020-12-10 2024-02-02
65 Abbott Laboratories   2019-03-27 2024-06-18
23 Abbott Laboratories   2020-05-22 2024-06-18
35 Abbott Laboratories   2022-02-04 2024-06-18
37 Advanced Micro Devices Inc   2021-11-23 2024-08-29
60 Advanced Micro Devices Inc   2021-12-15 2024-08-29
42 Advanced Micro Devices Inc   2022-02-04 2024-08-29
10 Advanced Micro Devices Inc   2021-11-23 2024-08-02
36 Alphabet Inc Class C   2017-01-30 2024-08-02
23 Alphabet Inc Class A   2017-01-30 2024-08-02
50 Amazon.Com Inc   2017-01-30 2024-08-02
67 Ametek Inc New   2021-07-02 2024-06-18
27 Ametek Inc New   2022-02-04 2024-06-18
80 Apple Inc   2017-01-30 2024-08-02
5 Arista Networks Inc   2022-04-20 2024-08-02
22 Astrazeneca PLC   2017-01-30 2024-08-02
2 Axon Enterprise Inc   2021-07-02 2024-08-02
151 Axonics Inc   2023-12-19 2024-11-18
11 Axonics Inc   2023-12-19 2024-08-02
12 Bellring Brands Inc   2024-03-26 2024-08-02
20 Broadcom Inc   2017-07-19 2024-08-02
4 Constellation Brands Inc   2022-07-27 2024-08-02
3 Costco Wholesale Corp-New   2020-05-22 2024-08-02
17 Danaher Corporation   2020-05-22 2024-12-17
38 Danaher Corporation   2022-02-04 2024-12-17
4 Danaher Corporation   2020-05-22 2024-08-02
53 Dexcom Inc   2023-12-19 2024-08-27
91 Dexcom Inc   2022-12-21 2024-08-27
10 Dexcom Inc   2022-12-21 2024-08-02
8 Ecolab Inc   2017-01-30 2024-08-02
9 Eli Lilly & Co   2017-01-30 2024-08-02
26 Eli Lilly & Co   2017-01-30 2024-06-27
63 Endava PLC   2022-03-25 2024-05-03
7 EOG Res Inc   2022-07-27 2024-08-02
2 Epam Systems Inc   2020-05-22 2024-08-02
1 Equinix Inc   2019-08-07 2024-08-02
15 Exlservice Holdings Inc   2022-09-28 2024-08-02
34 Five Below Inc   2021-07-02 2024-08-27
15 Five Below Inc   2022-02-04 2024-08-27
3 Five Below Inc   2021-07-02 2024-08-02
20 Fortinet Inc   2017-11-28 2024-08-02
3 Inspire Medical Systems Inc   2019-12-12 2024-08-02
5 Intercontinental Exchange   2017-11-28 2024-08-02
2 Intercontinental Exchange   2020-05-22 2024-08-02
2 Intuit Inc   2019-07-23 2024-08-02
2 Intuitive Surgical Inc   2024-06-27 2024-08-02
18 KLA Corporation   2017-12-19 2024-08-27
4 KLA Corporation   2017-12-19 2024-08-02
5 Marsh & McLennan Companies Inc   2019-12-23 2024-08-02
6 Mastercard Incorporated   2019-08-07 2024-08-02
13 Meta Platforms Inc Class A   2020-07-01 2024-08-02
44 Microsoft Corp   2017-01-30 2024-08-02
3 Netflix Inc   2023-12-19 2024-08-02
54 Nike Inc Class B   2021-11-23 2024-05-03
22 Nike Inc Class B   2022-02-04 2024-05-03
27 Nomad Foods Ltd   2022-12-21 2024-08-02
129 Nvidia Corp   2019-12-12 2024-08-02
2 O Reilly Automotive Inc   2021-10-27 2024-08-02
25 Paycom Software Inc   2022-09-28 2024-05-03
3 Quanta Services Inc   2024-06-18 2024-08-02
20 Roper Technologies Inc   2020-07-01 2024-12-17
8 Roper Technologies Inc   2022-02-04 2024-12-17
2 Roper Technologies Inc   2020-07-01 2024-08-02
17 Ross Stores Inc   2017-01-30 2024-08-02
2 Saia Inc   2021-03-26 2024-08-02
2 Servicenow Inc   2019-07-23 2024-08-02
39 Steris PLC   2021-12-23 2024-12-17
18 Steris PLC   2022-02-04 2024-12-17
4 Steris PLC   2021-12-23 2024-08-02
5 Stryker Corp   2017-10-27 2024-08-02
21 Synopsys Inc   2023-12-19 2024-12-17
1 Synopsys Inc   2023-12-19 2024-08-02
9 T Mobile US Inc   2022-05-06 2024-08-02
7 Tesla Inc   2021-12-15 2024-08-02
1 Transdigm Group Incorporated   2017-01-30 2024-08-02
1 Transdigm Group Incorporated   2017-11-28 2024-08-02
162 Treehouse Foods Inc   2022-09-28 2024-03-26
17 Unilever PLC   2018-02-02 2024-08-02
1 United Rentals Inc   2021-07-02 2024-08-02
7 Unitedhealth Group Inc   2017-01-30 2024-08-02
6 Verisk Analytics Inc   2017-01-30 2024-08-02
12 Visa Inc Cl A   2017-01-30 2024-08-02
208 Xponential Fitness Inc Class A   2022-12-21 2024-08-27
15 Xponential Fitness Inc Class A   2022-12-21 2024-08-02
89 Yeti Holdings Inc   2019-09-26 2024-03-26
33 Yeti Holdings Inc   2020-05-22 2024-03-26
48 Yeti Holdings Inc   2022-02-04 2024-03-26
311 Alliant Energy Corporation   2020-06-08 2024-03-06
63 Alliant Energy Corporation   2020-06-09 2024-03-06
159 Alliant Energy Corporation   2021-01-14 2024-03-06
77 Alliant Energy Corporation   2021-01-14 2024-03-06
102 American Wtr Wks Co Inc   2023-10-20 2024-02-05
31 American Wtr Wks Co Inc   2020-06-09 2024-02-05
40 American Wtr Wks Co Inc   2021-06-03 2024-02-05
17 American Wtr Wks Co Inc   2017-06-08 2024-01-22
10 American Wtr Wks Co Inc   2017-11-30 2024-01-22
8 American Wtr Wks Co Inc   2020-01-08 2024-01-22
74 American Wtr Wks Co Inc   2020-06-09 2024-01-22
10 Atmos Energy Corp   2022-06-17 2024-08-08
7 Cameco Corp   2024-05-07 2024-08-08
18 Canadian Pac Kans City Ltd   2022-01-26 2024-08-08
1042 Centerpoint Energy Inc   2023-05-25 2024-11-14
39 Centerpoint Energy Inc   2023-05-25 2024-08-08
53 Charter Communications Inc   2023-10-03 2024-02-05
7 Charter Communications Inc   2023-10-20 2024-02-05
16 Charter Communications Inc   2023-10-20 2024-02-05
185 CMS Energy Corp   2020-04-08 2024-11-06
205 CMS Energy Corp   2020-06-09 2024-11-06
96 CMS Energy Corp   2021-01-14 2024-11-06
18 CMS Energy Corp   2020-04-08 2024-08-08
23 Cogent Communications Holdings   2022-02-28 2024-08-08
9 Comcast Corp Cl A   2022-11-03 2024-08-08
289 Comcast Corp Cl A   2022-11-03 2024-01-12
5 Constellation Energy Corporation   2021-03-23 2024-08-08
56 Constellation Energy Corporation   2021-03-23 2024-01-12
652 Constellation Energy Corporation   2023-11-08 2024-02-23
8 DT Midstream Inc   2023-06-29 2024-08-08
415 Edison International   2023-01-04 2024-05-20
57 Edison International   2023-02-21 2024-05-20
1 Equinix Inc   2018-07-10 2024-08-08
744 Exelon Corporation   2023-02-27 2024-01-02
380 Frontier Communications Parent Inc   2024-01-12 2024-11-06
11 Frontier Communications Parent Inc   2024-02-22 2024-11-06
179 Frontier Communications Parent Inc   2024-01-12 2024-09-05
220 Frontier Communications Parent Inc   2024-01-12 2024-09-04
12 Frontier Communications Parent Inc   2024-01-12 2024-08-08
3 Idacorp Inc   2023-11-08 2024-08-08
4 Linde PLC   2021-10-14 2024-08-08
4 Nextera Energy Inc   2017-06-08 2024-08-08
16 Nisource Inc   2022-11-11 2024-08-08
2 Old Dominion Freight Lines Inc   2024-02-05 2024-08-08
1728 PG&E Corp   2024-02-23 2024-10-21
20 PG&E Corp   2024-02-23 2024-08-08
6 Public Service Enterprise Group Inc   2024-03-06 2024-08-08
1 Quanta Services Inc   2024-01-22 2024-08-08
359 Rogers Communications Inc Cl B   2022-12-15 2024-05-08
410 Rogers Communications Inc Cl B   2022-12-15 2024-05-07
6 SBA Communications Corp New Class A   2017-05-03 2024-08-08
16 Sempra   2023-03-27 2024-08-08
379 Southern Co   2023-08-07 2024-08-06
118 Southern Co   2023-10-20 2024-08-06
42 T Mobile US Inc   2020-04-20 2024-08-15
14 T Mobile US Inc   2020-06-08 2024-08-15
9 T Mobile US Inc   2020-04-20 2024-08-08
8 TXNM Energy Inc   2024-01-02 2024-08-08
7 Union Pacific Corp   2020-03-09 2024-08-08
160 Vistra Corp   2024-05-08 2024-08-06
63 Alarm.Com Holdings Inc   2021-01-04 2024-05-02
30 Alarm.Com Holdings Inc   2022-02-03 2024-05-02
252 Alight Inc Class A   2023-05-17 2024-05-02
116 Alight Inc Class A   2023-08-17 2024-05-02
26 Alight Inc Class A   2023-09-12 2024-05-02
245 Alight Inc Class A   2023-03-03 2024-05-02
223 Alight Inc Class A   2023-03-10 2024-05-02
14 AMN Healthcare Svcs Inc   2023-12-18 2024-05-02
14 AMN Healthcare Svcs Inc   2024-01-29 2024-05-02
26 AMN Healthcare Svcs Inc   2022-02-03 2024-05-02
4 Appfolio Inc Class A   2021-06-01 2024-05-02
20 Appfolio Inc Class A   2022-02-03 2024-05-02
5 Blackline Inc   2023-12-18 2024-05-02
59 Blackline Inc   2021-01-04 2024-05-02
28 Blackline Inc   2022-02-03 2024-05-02
6 Blackline Inc   2022-03-03 2024-05-02
50 Bowman Consulting Group Ltd   2023-12-18 2024-05-02
24 Bumble Inc Class A   2023-07-13 2024-03-28
20 Bumble Inc Class A   2023-09-12 2024-03-28
32 Bumble Inc Class A   2023-12-18 2024-03-28
69 Bumble Inc Class A   2022-02-10 2024-03-28
63 Bumble Inc Class A   2022-03-11 2024-03-28
26 Bumble Inc Class A   2022-08-23 2024-03-28
22 Bumble Inc Class A   2022-10-18 2024-03-28
37 Bumble Inc Class A   2023-03-03 2024-03-28
30 Bumble Inc Class A   2023-03-10 2024-03-28
50 Bumble Inc Class A   2023-11-28 2024-03-28
124 CCC Intelligent Solutions Holdings Inc   2024-04-25 2024-05-02
59 CCC Intelligent Solutions Holdings Inc   2022-12-21 2024-05-02
227 CCC Intelligent Solutions Holdings Inc   2023-01-25 2024-05-02
220 CCC Intelligent Solutions Holdings Inc   2023-03-10 2024-05-02
140 Clearwater Analytics Holdings Inc Class A   2023-07-11 2024-05-02
49 Clearwater Analytics Holdings Inc Class A   2023-09-12 2024-05-02
48 Clearwater Analytics Holdings Inc Class A   2024-03-06 2024-05-02
20 Clearwater Analytics Holdings Inc Class A   2024-03-18 2024-05-02
50 Clearwater Analytics Holdings Inc Class A   2024-03-28 2024-05-02
97 Core & Main Inc Class A   2023-10-06 2024-05-02
6 Core & Main Inc Class A   2023-12-18 2024-05-02
38 Doximity Inc Class A   2022-06-24 2024-05-02
28 Doximity Inc Class A   2022-06-29 2024-05-02
13 Doximity Inc Class A   2022-08-05 2024-05-02
13 Doximity Inc Class A   2022-08-08 2024-05-02
18 Doximity Inc Class A   2022-09-16 2024-05-02
10 Doximity Inc Class A   2022-10-18 2024-05-02
12 Endava PLC   2021-02-16 2024-05-02
24 Endava PLC   2022-02-03 2024-05-02
44 Euronet Worldwide Inc   2022-08-22 2024-05-02
7 Euronet Worldwide Inc   2022-10-18 2024-05-02
9 Euronet Worldwide Inc   2023-11-28 2024-05-02
78 Exlservice Holdings Inc   2023-09-21 2024-05-02
25 Exlservice Holdings Inc   2024-03-06 2024-05-02
103 Exlservice Holdings Inc   2024-03-18 2024-05-02
45 Exlservice Holdings Inc   2024-03-28 2024-05-02
6 Firstservice Corp New   2022-12-21 2024-05-02
12 Firstservice Corp New   2023-01-25 2024-05-02
14 Firstservice Corp New   2023-03-10 2024-05-02
13 Fox Factory Holding Corp   2021-01-04 2024-05-02
27 Fox Factory Holding Corp   2022-02-03 2024-05-02
8 Fox Factory Holding Corp   2022-03-11 2024-05-02
11 Fox Factory Holding Corp   2022-03-31 2024-05-02
26 Generac Holdings Inc   2023-11-15 2024-05-02
2 Generac Holdings Inc   2023-12-18 2024-05-02
15 Generac Holdings Inc   2024-03-28 2024-05-02
4 Globant S A   2023-07-13 2024-05-02
21 Globant S A   2021-01-04 2024-05-02
14 Globant S A   2022-02-03 2024-05-02
22 Goosehead Insurance Inc Class A   2022-02-03 2024-05-02
17 Goosehead Insurance Inc Class A   2022-03-09 2024-05-02
11 Goosehead Insurance Inc Class A   2022-04-27 2024-05-02
9 Goosehead Insurance Inc Class A   2022-05-17 2024-05-02
14 Goosehead Insurance Inc Class A   2022-05-31 2024-05-02
8 Goosehead Insurance Inc Class A   2022-08-08 2024-05-02
7 Hamilton Lane Incorporated Class A   2022-02-24 2024-05-02
14 Hamilton Lane Incorporated Class A   2022-03-03 2024-05-02
13 Hamilton Lane Incorporated Class A   2022-03-11 2024-05-02
18 Hamilton Lane Incorporated Class A   2022-03-31 2024-05-02
6 Hamilton Lane Incorporated Class A   2022-05-31 2024-05-02
12 Hamilton Lane Incorporated Class A   2022-06-23 2024-05-02
9 Helen Of Troy Ltd-Bermuda   2021-01-04 2024-04-25
9 Helen Of Troy Ltd-Bermuda   2022-02-03 2024-04-25
25 Houlihan Lokey Inc   2021-01-04 2024-05-02
27 Houlihan Lokey Inc   2022-02-03 2024-05-02
12 Houlihan Lokey Inc   2021-01-04 2024-03-18
19 Houlihan Lokey Inc   2021-01-04 2024-03-06
12 LGI Homes Inc   2023-11-15 2024-05-02
7 LGI Homes Inc   2023-11-28 2024-05-02
3 LGI Homes Inc   2023-12-18 2024-05-02
9 Medpace Holdings Inc   2023-10-13 2024-05-02
102 Option Care Health Inc   2024-04-24 2024-05-02
27 Progyny Inc   2024-03-06 2024-05-02
7 Progyny Inc   2024-03-18 2024-05-02
89 Progyny Inc   2021-02-09 2024-05-02
35 Progyny Inc   2021-08-24 2024-05-02
59 Progyny Inc   2022-02-03 2024-05-02
11 Qualys Inc   2022-02-03 2024-05-02
13 Qualys Inc   2022-03-11 2024-05-02
4 Qualys Inc   2022-03-28 2024-05-02
61 Revolve Group Inc   2023-07-13 2024-05-02
11 Revolve Group Inc   2023-09-12 2024-05-02
29 Revolve Group Inc   2023-12-18 2024-05-02
109 Revolve Group Inc   2021-01-04 2024-05-02
60 Revolve Group Inc   2022-02-03 2024-05-02
24 Revolve Group Inc   2022-05-04 2024-05-02
4 RH Com   2022-12-21 2024-05-02
2 RH Com   2023-02-03 2024-05-02
5 RH Com   2023-03-10 2024-05-02
11 Siteone Landscape Supply Inc   2022-06-24 2024-05-02
8 Siteone Landscape Supply Inc   2022-06-29 2024-05-02
11 Siteone Landscape Supply Inc   2023-05-04 2024-05-02
3 Siteone Landscape Supply Inc   2023-12-18 2024-05-02
9 Siteone Landscape Supply Inc   2024-03-06 2024-05-02
5 Siteone Landscape Supply Inc   2024-03-18 2024-05-02
5 Siteone Landscape Supply Inc   2022-10-18 2024-05-02
9 Siteone Landscape Supply Inc   2022-11-03 2024-05-02
116 Topgolf Callaway Brands Corp   2023-12-18 2024-05-02
42 Warby Parker Inc   2023-09-19 2024-05-02
6 Warby Parker Inc   2023-11-28 2024-05-02
8 Warby Parker Inc   2021-10-18 2024-05-02
14 Warby Parker Inc   2021-10-22 2024-05-02
42 Warby Parker Inc   2021-12-17 2024-05-02
47 Warby Parker Inc   2022-01-19 2024-05-02
9 Warby Parker Inc   2022-02-02 2024-05-02
56 Warby Parker Inc   2022-02-03 2024-05-02
3 Warby Parker Inc   2022-02-03 2024-05-02
22 Warby Parker Inc   2022-02-10 2024-05-02
62 Warby Parker Inc   2023-11-28 2024-05-02
10 Wingstop Inc   2022-02-03 2024-04-24
8 Wingstop Inc   2022-02-03 2024-03-18
3 Wingstop Inc   2022-02-03 2024-03-06
3 Wingstop Inc   2021-03-08 2024-01-29
1 Wingstop Inc   2022-02-03 2024-01-29
39 Xpel Inc   2023-09-12 2024-05-02
7 Xpel Inc   2023-10-13 2024-05-02
17 Yeti Holdings Inc   2021-01-04 2024-05-02
36 Yeti Holdings Inc   2022-02-03 2024-05-02
11 Yeti Holdings Inc   2022-02-10 2024-05-02
14 Yeti Holdings Inc   2022-02-25 2024-05-02
19 Yeti Holdings Inc   2022-03-03 2024-05-02
27 Booz Allen Hamilton Holding   2024-05-08 2024-09-25
9 Broadcom Inc   2024-05-08 2024-09-25
18 Cadence Design Systems Inc   2024-05-08 2024-09-25
17 CDW Corporation   2024-05-08 2024-12-11
33 CVS Health Corporation   2024-05-08 2024-05-20
1 Emcor Group Inc   2024-05-08 2024-10-30
5 Emcor Group Inc   2024-05-08 2024-09-25
8 Emcor Group Inc   2024-05-08 2024-05-20
19 Genuine Auto Parts   2024-05-08 2024-10-30
31 Henry Schein Inc   2024-05-08 2024-09-25
16 Keysight Technologies   2024-05-08 2024-09-25
1 O'Reilly Auto Parts   2024-05-08 2024-10-30
(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 9,847   4,712 5,135
b 17,343   6,941 10,402
c 4,625   1,604 3,021
d 23,249   9,963 13,286
e 12,173   3,528 8,645
9,197   12,584 -3,387
6,883   7,522 -639
1,504   2,836 -1,332
9,660   11,545 -1,885
13,442   4,947 8,495
12,185   9,519 2,666
7,808   11,341 -3,533
9,347   22,175 -12,828
3,176   8,408 -5,232
3,208   6,489 -3,281
10,118   3,636 6,482
7,214   8,758 -1,544
3,693   2,739 954
8,671   6,098 2,573
2,730   2,355 375
4,496   4,087 409
13,007   14,058 -1,051
6,519   1,945 4,574
9,983   4,145 5,838
1,426   690 736
6,950   5,834 1,116
5,937   1,945 3,992
8,409   3,122 5,287
4,947   2,304 2,643
15,363   4,154 11,209
1,920   734 1,186
11,830   7,446 4,384
9,937   8,536 1,401
6,392   5,032 1,360
4,337   2,872 1,465
15,066   6,100 8,966
8,446   8,291 155
8,605   5,533 3,072
7,472   4,105 3,367
7,240   2,719 4,521
2,962   1,100 1,862
5,585   4,651 934
7,952   2,282 5,670
10,961   2,074 8,887
9,050   1,902 7,148
20,156   6,223 13,933
6,736   5,106 1,630
2,384   2,075 309
3,627   4,542 -915
5,492   5,450 42
8,906   8,195 711
6,234   6,723 -489
1,335   1,473 -138
6,007   1,445 4,562
3,799   947 2,852
8,375   2,067 6,308
11,363   8,991 2,372
4,579   3,724 855
17,814   2,422 15,392
1,585   641 944
1,786   1,271 515
581   352 229
10,721   9,088 1,633
753   662 91
598   712 -114
2,865   505 2,360
978   969 9
2,454   905 1,549
4,020   2,369 1,651
8,987   9,708 -721
1,099   557 542
3,861   6,546 -2,685
6,629   10,391 -3,762
716   1,142 -426
1,884   966 918
7,147   674 6,473
23,507   1,947 21,560
1,969   8,223 -6,254
843   741 102
413   449 -36
806   528 278
506   442 64
2,825   6,710 -3,885
1,246   3,138 -1,892
210   592 -382
1,118   169 949
450   217 233
745   344 401
298   186 112
1,243   561 682
895   888 7
14,560   2,015 12,545
2,778   448 2,330
1,114   558 556
2,761   1,609 1,152
6,324   3,066 3,258
17,855   2,859 14,996
1,846   1,464 382
4,993   9,275 -4,282
2,034   3,868 -1,834
507   461 46
13,609   712 12,897
2,256   1,307 949
4,227   8,404 -4,177
727   843 -116
10,845   7,780 3,065
4,338   3,614 724
1,073   778 295
2,374   1,111 1,263
759   449 310
1,565   581 984
8,303   9,130 -827
3,832   4,395 -563
962   940 22
1,646   789 857
10,842   11,827 -985
489   563 -74
1,709   1,143 566
1,453   2,175 -722
1,210   179 1,031
1,210   257 953
6,352   6,639 -287
1,061   972 89
666   320 346
4,083   1,131 2,952
1,580   495 1,085
3,184   1,000 2,184
2,841   4,521 -1,680
194   326 -132
3,296   2,533 763
1,222   974 248
1,777   3,159 -1,382
15,223   16,161 -938
3,084   3,203 -119
7,783   7,689 94
3,769   3,691 78
12,426   11,929 497
3,776   4,041 -265
4,873   6,204 -1,331
2,156   1,335 821
1,268   910 358
1,015   964 51
9,386   9,647 -261
1,271   1,034 237
274   363 -89
1,414   1,344 70
31,624   29,526 2,098
1,039   1,105 -66
16,311   23,023 -6,712
2,154   3,242 -1,088
4,924   6,938 -2,014
12,589   10,311 2,278
13,950   11,612 2,338
6,533   5,289 1,244
1,175   1,003 172
1,571   1,263 308
354   273 81
12,460   8,764 3,696
934   191 743
6,360   2,135 4,225
31,006   29,604 1,402
589   396 193
31,556   27,542 4,014
4,334   3,818 516
805   448 357
27,043   30,989 -3,946
13,282   8,751 4,531
384   238 146
6,288   4,122 2,166
8,407   5,066 3,341
334   276 58
305   285 20
1,785   1,234 551
311   141 170
497   413 84
394   408 -14
35,166   29,249 5,917
364   339 25
477   389 88
262   203 59
13,967   16,118 -2,151
15,764   18,407 -2,643
1,297   768 529
1,247   1,157 90
33,083   25,795 7,288
10,300   7,884 2,416
8,167   3,808 4,359
2,723   1,455 1,268
1,733   816 917
323   312 11
1,681   994 687
11,545   14,359 -2,814
4,256   6,199 -1,943
2,027   2,807 -780
2,331   2,143 188
1,073   906 167
241   196 45
2,267   2,450 -183
2,063   1,959 104
842   975 -133
842   1,062 -220
1,564   2,724 -1,160
942   535 407
4,708   3,480 1,228
297   309 -12
3,501   7,489 -3,988
1,661   3,503 -1,842
356   435 -79
1,525   1,623 -98
273   489 -216
228   314 -86
365   480 -115
786   2,045 -1,259
718   1,405 -687
296   699 -403
251   492 -241
422   828 -406
342   579 -237
570   1,559 -989
1,327   1,427 -100
632   528 104
2,430   1,990 440
2,355   1,900 455
2,402   2,238 164
841   940 -99
824   841 -17
343   337 6
858   888 -30
5,612   2,924 2,688
347   237 110
926   1,585 -659
682   1,034 -352
317   477 -160
317   532 -215
439   574 -135
244   262 -18
380   1,056 -676
760   2,958 -2,198
4,681   4,293 388
745   559 186
958   979 -21
2,358   2,219 139
756   789 -33
3,114   3,185 -71
1,361   1,434 -73
900   751 149
1,799   1,685 114
2,099   1,867 232
507   1,339 -832
1,053   3,421 -2,368
312   804 -492
429   1,101 -672
3,357   2,990 367
258   257 1
1,937   1,899 38
724   781 -57
3,800   4,391 -591
2,533   3,439 -906
1,304   2,851 -1,547
1,007   1,234 -227
652   621 31
533   453 80
830   733 97
474   483 -9
805   518 287
1,609   1,106 503
1,494   981 513
2,069   1,412 657
690   417 273
1,379   804 575
820   1,969 -1,149
820   1,851 -1,031
3,264   1,674 1,590
3,525   2,783 742
1,482   804 678
2,366   1,272 1,094
1,088   1,496 -408
635   835 -200
272   377 -105
3,569   2,153 1,416
3,034   3,146 -112
865   914 -49
224   254 -30
2,852   4,464 -1,612
1,122   1,762 -640
1,891   2,935 -1,044
1,831   1,395 436
2,164   1,664 500
666   563 103
1,191   1,118 73
215   150 65
566   523 43
2,128   3,441 -1,313
1,171   2,988 -1,817
468   823 -355
1,034   1,042 -8
517   691 -174
1,292   1,302 -10
1,649   1,377 272
1,199   931 268
985   936 49
269   382 -113
806   840 -34
448   430 18
448   376 72
806   743 63
1,874   1,651 223
521   516 5
74   65 9
99   455 -356
174   801 -627
521   1,944 -1,423
583   2,604 -2,021
112   531 -419
695   1,853 -1,158
37   168 -131
273   751 -478
769   3,425 -2,656
3,647   1,502 2,145
2,739   1,202 1,537
1,110   451 659
834   343 491
278   150 128
1,359   2,926 -1,567
244   632 -388
582   1,162 -580
1,233   2,331 -1,098
377   749 -372
479   844 -365
651   1,187 -536
4,317   4,087 230
1,567   1,170 397
4,854   5,079 -225
3,026   3,752 -726
1,901   1,826 75
436   375 61
2,204   1,877 327
3,065   3,003 62
2,219   2,933 -714
2,162   2,229 -67
2,443   2,365 78
1,174   1,025 149
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       5,135
b       10,402
c       3,021
d       13,286
e       8,645
      -3,387
      -639
      -1,332
      -1,885
      8,495
      2,666
      -3,533
      -12,828
      -5,232
      -3,281
      6,482
      -1,544
      954
      2,573
      375
      409
      -1,051
      4,574
      5,838
      736
      1,116
      3,992
      5,287
      2,643
      11,209
      1,186
      4,384
      1,401
      1,360
      1,465
      8,966
      155
      3,072
      3,367
      4,521
      1,862
      934
      5,670
      8,887
      7,148
      13,933
      1,630
      309
      -915
      42
      711
      -489
      -138
      4,562
      2,852
      6,308
      2,372
      855
      15,392
      944
      515
      229
      1,633
      91
      -114
      2,360
      9
      1,549
      1,651
      -721
      542
      -2,685
      -3,762
      -426
      918
      6,473
      21,560
      -6,254
      102
      -36
      278
      64
      -3,885
      -1,892
      -382
      949
      233
      401
      112
      682
      7
      12,545
      2,330
      556
      1,152
      3,258
      14,996
      382
      -4,282
      -1,834
      46
      12,897
      949
      -4,177
      -116
      3,065
      724
      295
      1,263
      310
      984
      -827
      -563
      22
      857
      -985
      -74
      566
      -722
      1,031
      953
      -287
      89
      346
      2,952
      1,085
      2,184
      -1,680
      -132
      763
      248
      -1,382
      -938
      -119
      94
      78
      497
      -265
      -1,331
      821
      358
      51
      -261
      237
      -89
      70
      2,098
      -66
      -6,712
      -1,088
      -2,014
      2,278
      2,338
      1,244
      172
      308
      81
      3,696
      743
      4,225
      1,402
      193
      4,014
      516
      357
      -3,946
      4,531
      146
      2,166
      3,341
      58
      20
      551
      170
      84
      -14
      5,917
      25
      88
      59
      -2,151
      -2,643
      529
      90
      7,288
      2,416
      4,359
      1,268
      917
      11
      687
      -2,814
      -1,943
      -780
      188
      167
      45
      -183
      104
      -133
      -220
      -1,160
      407
      1,228
      -12
      -3,988
      -1,842
      -79
      -98
      -216
      -86
      -115
      -1,259
      -687
      -403
      -241
      -406
      -237
      -989
      -100
      104
      440
      455
      164
      -99
      -17
      6
      -30
      2,688
      110
      -659
      -352
      -160
      -215
      -135
      -18
      -676
      -2,198
      388
      186
      -21
      139
      -33
      -71
      -73
      149
      114
      232
      -832
      -2,368
      -492
      -672
      367
      1
      38
      -57
      -591
      -906
      -1,547
      -227
      31
      80
      97
      -9
      287
      503
      513
      657
      273
      575
      -1,149
      -1,031
      1,590
      742
      678
      1,094
      -408
      -200
      -105
      1,416
      -112
      -49
      -30
      -1,612
      -640
      -1,044
      436
      500
      103
      73
      65
      43
      -1,313
      -1,817
      -355
      -8
      -174
      -10
      272
      268
      49
      -113
      -34
      18
      72
      63
      223
      5
      9
      -356
      -627
      -1,423
      -2,021
      -419
      -1,158
      -131
      -478
      -2,656
      2,145
      1,537
      659
      491
      128
      -1,567
      -388
      -580
      -1,098
      -372
      -365
      -536
      230
      397
      -225
      -726
      75
      61
      327
      62
      -714
      -67
      78
      149
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 2 243,049
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 3,325
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 3,325
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 3,325
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,405
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 7,405
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,080
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,080 Refundedright arrow 11 0
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 arrowAL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPatrick L O'Sullivan Telephone no.right arrow (205) 803-4300

Located atright arrow1820 28th Avenue South Suite ABirminghamAL ZIP+4right arrow35209
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
Patrick L O'Sullivan Director
2.00 		6,000 0 0
1306 Roseland Drive
Homewood,AL35209
Mary O Henderson Director
1.00 		1,000 0 0
3704 Overbrook Circle
Birmingham,AL35213
Alyce O Harris Director
1.00 		1,000 0 0
2784 SW Rockhouse Road
Madison,AL35756
Elizabeth H Hutchins Director
1.00 		0 0 0
P O Box 55727
Birmingham,AL35255
James M Brooks Director
1.00 		0 0 0
3615 8th Avenue South
Birmingham,AL35222
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
5,551,050
b
Average of monthly cash balances.......................
1b
122,911
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,673,961
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
5,673,961
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
85,109
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,588,852
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
279,443
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
279,443
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,325
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,325
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
276,118
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
276,118
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
276,118
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
259,983
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
259,983
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 7 276,118
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 1,056
d From 2022...... 28,396
e From 2023...... 19,041
f Total of lines 3a through e ........ 48,493
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 259,983
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 259,983
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 16,135 16,135
(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 32,358
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		32,358
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 13,317
d Excess from 2023.... 19,041
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).)
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 e-mail address of the person to whom applications should be addressed:
Elizabeth H Hutchins
2311 Highland Avenue
Birmingham,AL35205
(205) 930-5100
bThe form in which applications should be submitted and information and materials they should include:
Applications should be in writing, should identify the applicant, should affirm that the applicant is an organization described in Section 501(c)(3) of the Internal Revenue Code, should give the organization's tax exempt number, state the purpose for which the gift will be used, the prior experience of the applicant in carrying out such purpose, the applicant's plan for, and personnel to be used in, carrying out such purpose and should attach a financial statement for the applicant for the current and the preceeding two years.
cAny submission deadlines:
There are no submission deadlines, but applications are received from time to time and considered wh
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Donations and grants are restricted to religious or charitable or educational purposes and to donees within the restriction of Section 501(c)(3) of the Internal Revenue Code.
Form 990-PF (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

Bethel Church of Redding

933 College View Drive
Redding,GA96003 		None PC Charitable 5,000

Big Oak Ranch

P O Box 507
Springville,AL35146 		None PC Charitable 10,000

Gary Sinise Foundation

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

Greater Birmingham Humane Society

300 Snow Drive
Birmingham,AL35209 		None PC Charitable 5,000

Holy Cross School

5500 Paris Avenue
New Orleans,LA70122 		None PC Charitable 5,000

March of Dimes

450 Century Park South Suite 200-B
Birmingham,AL35226 		None PC Charitable 7,500

Sav-A-Life

1480 McGuire Road
Birmingham,AL35216 		None PC Charitable 20,000

Score International

602 Belvoir Ave
Chattanooga,TN37412 		None PC Charitable 5,000

Second Wind Project

402 Office Park Drive Suite 310
Birmingham,AL35223 		None PC Charitable 1,500

St Jude Children's Research Hospital

Suite 700-262
Memphis,TN38105 		None PC Charitable 17,000

The A21 Campaign Inc

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

The Bell Center

1700 29th Ct S
Birmingham,AL35209 		None PC Charitable 1,000

The Children's Hospital

1600 7th Avenue South
Birmingham,AL35233 		None PC Charitable 10,000

The Exceptional Foundation

1616 Oxmoor Road
Birmingham,AL35209 		None PC Charitable 17,000

The National MS Society

3840 Ridgeway Drive
Birmingham,AL35209 		None PC Charitable 75,000

The University of Alabama

Box 870122
Tuscaloosa,AL354870122 		None PC Charitable 5,000

The V Foundation for Cancer Research

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

UAB Comprehensive Cancer Center

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

Way Media

3330 W Gov John Sevier Hwy
Knoxville,TN37920 		None PC Charitable 15,000
Total .................................right arrow 3a 250,000
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 ........... 		         
4 Dividends and interest from securities ....     14 72,247  
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 ............ 		    18 243,049  
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) .. 0 315,296 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
315,296
(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

TY 2024 AccountingFeesSchedule
Name:
O'Sullivan Family Charitable Foundation
EIN:
20-1882904
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting 4,925 1,231   3,694

TY 2024 InvestmentsCorpStockSchedule
Name:
O'Sullivan Family Charitable Foundation
EIN:
20-1882904
Name of Stock End of Year Book Value End of Year Fair Market Value
24 Abbott Laboratories 2,530 2,715
170 Abbvie Inc 16,992 30,209
110 Accenture PLC 41,150 38,697
8 Accenture PLC 2,495 2,814
68 Adobe Inc 26,680 30,238
187 Allstate Corp 24,751 36,052
420 Alphabet Inc Class A 20,012 79,506
323 Alphabet Inc Class A 27,347 61,144
28 Alphabet Inc Class A 4,746 5,300
503 Alphabet Inc Class C 41,826 95,791
374 Amazon.Com Inc 28,424 82,052
757 Amazon.Com Inc 98,453 166,078
126 American Express Company 14,727 37,396
107 American Tower Corporation 22,263 19,625
625 Apple Inc 51,396 156,513
1122 Apple Inc 107,946 280,971
20 Apple Inc 3,644 5,008
35 Applovin Corporation 11,362 11,334
284 Arista Networks Inc 9,104 31,391
311 Astrazeneca PLC 18,439 20,377
272 Atmos Energy Corp 28,136 37,881
20 Autodesk Inc 4,280 5,911
10 Autozone Inc 20,452 32,020
116 Avery Dennison Corp 13,240 21,707
540 Avient Corporation 26,197 22,064
33 Axon Enterprise Inc 5,966 19,613
169 Bellring Brands Inc 10,023 12,732
4 Blackrock Inc 3,110 4,100
365 Blueprint Medicines 33,189 31,835
693 Bristol Myers Squibb Co 44,324 39,196
340 Broadcom Inc 17,828 78,826
409 Broadcom Inc 30,758 94,823
31 Broadcom Inc 4,032 7,187
139 Cadence Design Systems Inc 14,900 41,764
704 Caesars Entertainment Inc 45,047 23,528
613 Cameco Corp 32,480 31,502
442 Canadian Pac Kans City Ltd 32,996 31,988
31 Cbre Group Inc Cl A 2,670 4,070
24 Cencora Inc 5,432 5,392
947 Centerpoint Energy Inc 24,756 30,048
117 Centrus Energy Corp Class A 11,240 7,793
17 Chubb Ltd 4,306 4,697
743 Cisco Systems Inc 38,720 43,986
107 Cloudflare Inc 12,513 11,522
504 Coca Cola Company 24,221 31,379
600 Cogent Communications Holdings 32,607 46,242
825 Comcast Corp Cl A 35,661 30,962
774 Comcast Corp Cl A 26,441 29,048
68 Comcast Corp Cl A 2,640 2,552
56 Constellation Brands Inc 13,564 12,376
427 Constellation Energy 18,913 95,524
10 Corpay Inc 3,039 3,384
41 Costco Wholesale Corp-New 18,652 37,567
32 Crowdstrike Holdings Inc 12,187 10,949
36 Cyberark Software Ltd 11,625 11,993
222 Deckers Outdoor Corporation 12,098 45,086
203 Diamondback Energy Inc 30,674 33,257
19 Dover Corporation 3,461 3,564
620 DT Midstream Inc 30,816 61,647
186 Dycom Industries Inc 32,588 32,375
15 Eagle Materials Inc 4,011 3,701
113 Ecolab Inc 18,355 26,478
26 Electronic Arts Inc 3,370 3,804
39 Eli Lilly & Co 33,032 30,108
121 Eli Lilly & Co 19,453 93,412
10 Emcor Group Inc 3,754 4,539
534 Entergy Corp New 31,332 40,488
95 EOG Res Inc 10,062 11,645
30 Epam Systems Inc 11,597 7,015
17 Equinix Inc 10,240 16,029
48 Equinix Inc 21,569 45,259
487 Exlservice Holdings Inc 16,228 21,613
332 Exxon Mobil Corp 19,127 35,713
21 F5 Inc 3,544 5,281
215 Fiserv Inc 24,816 44,165
28 Fiserv Inc 4,282 5,752
671 Fortinet Inc 47,555 63,396
283 Fortinet Inc 11,531 26,738
388 Frontier Communications Parent Inc 9,246 13,464
605 Gaming & Leisure Properties 28,853 29,137
10 Gartner Inc 4,376 4,845
16 General Dynamics Corp 4,703 4,216
72 H & R Block Inc 4,334 3,804
119 Hess Midstream LP Class A 4,283 4,407
8 Home Depot Inc 2,716 3,112
294 Idacorp Inc 27,925 32,128
49 Inspire Medical Systems Inc 5,894 9,084
101 Intercontinental Exchange 11,741 15,050
900 Interpublic Group Of Cos Inc 33,381 25,218
34 Intuit Inc 12,198 21,369
41 Intuitive Surgical Inc 19,771 21,400
20 Johnson & Johnson 2,987 2,892
259 Johnson Controls 21,368 20,443
66 Johnson Controls 4,240 5,209
161 JPMorgan Chase & Co 20,925 38,593
34 KLA Corporation 8,712 21,424
581 Kroger Co (The) 26,923 35,528
100 Linde PLC 31,376 41,867
124 Lowes Companies Inc 13,980 30,603
114 LPL Financial Holdings Inc 10,663 37,222
69 Marsh & McLennan Companies Inc 8,463 14,656
79 Mastercard Incorporated 24,401 41,599
116 McDonalds Corp 21,714 33,627
87 Meta Platforms Inc Class A 17,763 50,939
179 Meta Platforms Inc Class A 49,193 104,806
264 Microchip Technology Inc 20,552 15,140
313 Microsoft Corp 61,094 131,930
609 Microsoft Corp 120,366 256,694
8 Molina Healthcare Inc 2,796 2,328
453 Mondelez International Inc 22,485 27,058
12 Monolithic Power Sys Inc 11,342 7,100
321 Morgan Stanley 17,015 40,356
4 Motorola Solutions Inc 1,913 1,849
36 Netapp Inc 3,886 4,179
45 Netflix Inc 21,956 40,109
353 Nextera Energy Inc 16,193 25,307
413 Nextera Energy Inc 20,101 29,608
1395 Nisource Inc 35,557 51,280
372 Nomad Foods Ltd 6,354 6,242
146 Norfolk Southern Corp 32,174 34,266
1180 Nvidia Corp 10,919 158,462
1944 Nvidia Corp 38,144 261,060
25 O Reilly Automotive Inc 16,433 29,645
4 O Reilly Automotive Inc 4,101 4,743
178 Old Dominion Freight Lines Inc 35,406 31,399
91 Oracle Corporation 17,308 15,164
70 Parker Hannifin Corp 22,662 44,522
399 Paypal Holdings Inc 39,405 34,055
271 Philip Morris International 27,262 32,615
426 Pinnacle West Capital Corp 37,864 36,112
1004 PPL Corporation 32,866 32,590
22 Primerica Inc 4,811 5,971
21 Procter & Gamble Co 3,483 3,521
495 Public Service Enterprise Group Inc 32,080 41,823
39 Quanta Services Inc 10,960 12,326
121 Quanta Services Inc 25,470 38,242
56 Reddit Inc 8,007 9,153
244 Ross Stores Inc 19,931 36,910
308 RTX Corporation 24,633 35,642
32 Saia Inc 7,727 14,583
144 Salesforce Inc 25,733 48,144
16 Salesforce Inc 4,386 5,349
141 SBA Communications Corp New Class A 25,992 28,736
411 Sempra 29,765 36,053
24 Servicenow Inc 9,824 25,443
28 Spotify Technology S A 13,452 12,527
100 Stryker Corp 17,866 36,005
67 Stryker Corp 12,863 24,123
9 Synopsys Inc 4,919 4,368
48 Sysco Corp 3,656 3,670
126 T Mobile US Inc 16,474 27,812
197 T Mobile US Inc 20,572 43,484
22 T Mobile US Inc 4,475 4,856
163 Talen Energy Corporation 19,516 32,840
94 Tesla Inc 29,773 37,961
61 Thermo Fisher Scientific Inc 33,132 31,734
26 Transdigm Group Incorporated 10,626 32,949
846 TXNM Energy Inc 34,456 41,598
550 Uber Technologies Inc 26,308 33,176
244 Unilever PLC 12,620 13,835
154 Union Pacific Corp 24,666 35,118
17 United Rentals Inc 5,558 11,975
58 Unitedhealth Group Inc 11,640 29,340
91 Unitedhealth Group Inc 27,494 46,033
7 Unitedhealth Group Inc 3,544 3,541
26 Universal Health Services Inc Cl B 4,685 4,665
24 Verisign Inc 4,383 4,967
83 Verisk Analytics Inc 11,353 22,861
393 Vertiv Holdings LLC 8,304 44,649
116 Visa Inc Cl A 24,828 36,661
162 Visa Inc Cl A 25,767 51,198
14 Visa Inc Cl A 3,854 4,425
220 Walt Disney Co 27,314 24,497
637 Wells Fargo & Co 26,012 44,743
175 Zoetis Inc Cl A 32,870 28,513
19 Zoetis Inc Cl A 3,079 3,096

TY 2024 LegalFeesSchedule
Name:
O'Sullivan Family Charitable Foundation
EIN:
20-1882904
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal 386 97   289


TY 2024 OtherExpensesSchedule
Name:
O'Sullivan Family Charitable Foundation
EIN:
20-1882904
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment fees 72,606 72,606   0


TY 2024 TaxesSchedule
Name:
O'Sullivan Family Charitable Foundation
EIN:
20-1882904
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign income taxes 136 136   0