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

20-8063820
B Telephone number (see instructions)

(508) 697-9600
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,990,000J 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 34,081 34,081  
4 Dividends and interest from securities... 67,244 67,244  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,062
b Gross sales price for all assets on line 6a 3,065,279
7 Capital gain net income (from Part IV, line 2)... 49,062
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,775 53,775  
12 Total. Add lines 1 through 11........ 204,162 204,162  
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)....... Click to see attachment
List of Attached Documents:
// Content
3,400 3,400   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
37,054 37,054   0
17 Interest............... -687 -687   0
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
554 35   519
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,321 39,802   519
25 Contributions, gifts, grants paid....... 256,580 256,580
26 Total expenses and disbursements. Add lines 24 and 25 296,901 39,802   257,099
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,739
b Net investment income (if negative, enter -0-) 164,360
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............. -3,027 -100,776 -100,776
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,752,077 Click to see attachment
List of Attached Documents:
// Content
5,773,426 		7,090,776
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) 5,749,050 5,672,650 6,990,000
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 5,749,050 5,672,650
29 Total net assets or fund balances (see instructions)..... 5,749,050 5,672,650
30 Total liabilities and net assets/fund balances (see instructions). 5,749,050 5,672,650
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
5,749,050
2
Enter amount from Part I, line 27a .....................
2
-92,739
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
17,629
4
Add lines 1, 2, and 3 ..........................
4
5,673,940
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,290
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,672,650
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 UBS -7264 - DETAILS AVAILABLE UPON REQUEST      
b UBS -7317 - DETAILS AVAILABLE UPON REQUEST      
c UBS -7317 - DETAILS AVAILABLE UPON REQUEST      
d UBS -8002 - DETAILS AVAILABLE UPON REQUEST      
e UBS -8003 - DETAILS AVAILABLE UPON REQUEST      
UBS -8004 - DETAILS AVAILABLE UPON REQUEST      
UBS -8002 - DETAILS AVAILABLE UPON REQUEST      
UBS -8003 - DETAILS AVAILABLE UPON REQUEST      
UBS -8004 - DETAILS AVAILABLE UPON REQUEST      
STARWOOD REAL ESTATE INCOME TRUST - DETAIS AVAILABLE UPON REQUEST      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,000   10,000 0
b 1,000,000   1,000,000 0
c 550,000   500,000 50,000
d 689,377   688,475 902
e 292,867   328,657 -35,790
267,228   277,825 -10,597
20,052   19,986 66
143,416   114,840 28,576
90,691   75,371 15,320
1,365   1,063 302
283     283
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       0
b       0
c       50,000
d       902
e       -35,790
      -10,597
      66
      28,576
      15,320
      302
      283
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 49,062
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 2,285
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 2,285
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 2,285
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,000
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 1,000
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 1,285
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 arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowDANIELLE OLIARI Telephone no.right arrow (508) 697-9600

Located atright arrow350 BEDFORD STREETBRIDGEWATERMA ZIP+4right arrow02324
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
MARK OLIARI DIRECTOR
2.00 		0 0 0
350 BEDFORD STREET
BRIDGEWATER,MA02324
PATRICIA OLIARI DIRECTOR
2.00 		0 0 0
350 BEDFORD STREET
BRIDGEWATER,MA02324
PAUL OLIARI DIRECTOR
2.00 		0 0 0
350 BEDFORD STREET
BRIDGEWATER,MA02324
DANIELLE OLIARI DIRECTOR
10.00 		0 0 0
10 STONEYBROOK DRIVE
BRIDGEWATER,MA02324
STEPHANIE OLIARI DIRECTOR
2.00 		0 0 0
350 BEDFORD STREET
BRIDGEWATER,MA02324
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
6,865,536
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,865,536
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
6,865,536
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
102,983
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,762,553
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
338,128
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
338,128
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,285
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,285
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
335,843
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
335,843
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
335,843
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
257,099
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
257,099
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 7 335,843
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 255,190
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$ 257,099
a Applied to 2023, but not more than line 2a 255,190
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..... 1,909
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 .......... 		333,934
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).)
MARK OLIARI
PATRICIA OLIARI
PAUL OLIARI
DANIELLE OLIARI
STEPHANIE OLIARI
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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:
DANIELLE OLIARI
350 BEDFORD STREET
BRIDGEWATER,MA02324
(508) 697-9600
bThe form in which applications should be submitted and information and materials they should include:
NO FORMAL APPLICATION PROCEDURE UTILIZED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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

A WISH COME TRUE

1010 WARWICK AVE
WARWICK,RI02888 		  N/A CHARITABLE 35,000

AMERICAN HEART ASSOCIATION

1 STATE ST UNIT 200
PROVIDENCE,RI02908 		  N/A CHARITABLE 250

BRIDGEWATER IMPROVEMENT ASSOCIATION INC

PO BOX 292
BRIDGEWATER,MA02324 		  N/A CHARITABLE 9,000

BRIDGEWATER LYONS CLUB FOUNDATION INC

PO BOX 169
BRIDGEWATER,MA02324 		  N/A CHARITABLE 1,000

BRIDGEWATER POLICE

220 PLEASANT STREET
BRIDGEWATER,MA02324 		  N/A CHARITABLE 1,800

BSU FUND

OFFICE OF UNIVERSITY ADVANCEMENT
BRIDGEWATER,MA02325 		  N/A CHARITABLE 500

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		  N/A CHARITABLE 1,750

HOMES FOR OUR TROOPS

6 MAIN ST
TAUNTON,MA02780 		  N/A CHARITABLE 10,000

HOPE HEALTH HOSPICE

765 ATTUCKS LANE
HYANNIS,MA02601 		  N/A CHARITABLE 5,000

MY BROTHER'S KEEPER

PO BOX 338
EASTON,MA02356 		  N/A CHARITABLE 44,915

OPERATION SANTA

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

PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		  N/A CHARITABLE 5,000

ROTARY CLUB OF BRIDGEWATER

159 TORREY STREET
BROCKTON,MA02301 		  N/A CHARITABLE 5,000

TOWN OF BRIDGEWATER POLICE FIRE & LIBRARY

66 CENTRAL SQUARE
BRIDGEWATER,MA02324 		  N/A CHARITABLE 45,000

BOSTON SYMPHONY ORCHESTRA

301 MASSACHUSETTS AVE
BOSTON,MA02115 		  N/A CHARITABLE 4,110

BRIDGEWATER LITTLE LEAGUE

PO BOX 518
BRIDGEWATER,MA02324 		  N/A CHARITABLE 10,000

BRIDGEWATER PUBLIC LIBRARY

15 SOUTH STREET
BRIDGEWATER,MA02324 		  N/A CHARITABLE 7,500

BRIDGEWATER YOUTH BASKETBALL

PO BOX 509
BRIDGEWATER,MA02324 		  N/A CHARITABLE 225

BRIGHAM AND WOMEN'S HOSPITAL

263 HUNTINGTON AVENUE 318
BOSTON,MA02115 		  N/A CHARITABLE 500

BROCKTON VNA HOSPICE

500 BELMONT STREET SUITE 200
BROCKTON,MA02301 		  N/A CHARITABLE 1,000

CENTRAL SQUARE CONGREGATIONAL CHURCH

71 CENTRAL SQUARE
BRIDGEWATER,MA02324 		  N/A CHARITABLE 10,000

DENNIS POLICE ASSOCIATION

PO BOX 672
SOUTH DENNIS,MA02660 		  N/A CHARITABLE 1,000

DISABLED AMERICAN VETERANS

PO BOX 14301
CINCINNATI,OH45250 		  N/A CHARITABLE 4,000

MAKE-A-WISH

1702 E HIGHLAND AVE SUITE 400
PHOENIX,AZ85016 		  N/A CHARITABLE 3,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		  N/A CHARITABLE 10,000

MATTA DANCE

25 AMHERST AVENUE
BRIDGEWATER,MA02324 		  N/A CHARITABLE 750

OGUNQUIT PLAYHOUSE

PO BOX 915
OGUNQUIT,ME03907 		  N/A CHARITABLE 1,510

SIMONDS GOLF ACADEMY

117 N TRIANGLE DR
PLYMOUTH,MA02360 		  N/A CHARITABLE 2,000

NORTH SHORE MUSIC THEATRE

54 DUNHAM RD
BEVERLY,MA01915 		  N/A CHARITABLE 1,770

TOWN OF CARVER

PO BOX 985
CARVER,MA02330 		  N/A CHARITABLE 10,000

WHALE AND DOLPHIN CONVERSATION

225 WATER STREET A-145
PLYMOUTH,MA02360 		  N/A CHARITABLE 5,000
Total .................................right arrow 3a 256,580
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 ........... 		        34,081
4 Dividends and interest from securities ....         67,244
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 .....         53,775
8 Gain or (loss) from sales of assets other than
inventory ............ 		        49,062
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 204,162
13Total. Add line 12, columns (b), (d), and (e)..................
13
204,162
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 INCOME IS USED SOLELY TO PROVIDE FUNDS FOR CHARITABLE PURPOSES
4 INCOME IS USED SOLELY TO PROVIDE FUNDS FOR CHARITABLE PURPOSES
7 INCOME IS USED SOLELY TO PROVIDE FUNDS FOR CHARITABLE PURPOSES
8 INCOME IS USED SOLELY TO PROVIDE FUNDS FOR CHARITABLE PURPOSES
Form 990-PF (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:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,400 3,400   0

TY 2024 AllOthProgRltdInvestmentsSch
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category Amount
N/A 0

TY 2024 InvestmentsOtherSchedule2
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3M CO AT COST 36,568 43,503
ABBOTT LABS AT COST 8,057 8,709
ABBVIE INC AT COST 10,045 9,959
ABBVIE INC COM AT COST 38,596 45,314
ACCENTURE PLC IRELAND CL A AT COST 3,834 8,443
ADOBE INC. AT COST 9,741 8,004
ADVANCED MICRO DEVICES INC AT COST 21,270 23,796
ALIGN TECHNOLOGY INC AT COST 1,619 1,668
ALLSTATE CORP AT COST 26,315 26,991
ALPHABET INC CL A AT COST 23,234 33,695
ALPHABET INC CL C AT COST 24,135 74,843
AMAZON COM INC COM AT COST 13,930 13,890
AMAZON.COM INC AT COST 79,673 156,864
AMER EXPRESS CO AT COST 37,876 64,997
AMERICAN TOWER CORP REIT AT COST 18,318 18,891
AMERIPRISE FINANCIAL INC AT COST 17,399 27,686
ANTHEM INC AT COST 16,811 16,552
APPLE INC AT COST 63,650 147,247
APPLIED MATERIALS INC AT COST 8,729 10,246
ARISTA NETWORKS INC AT COST 1,705 13,264
ASML HLDG NV SPON ADR AT COST 9,277 10,396
ASTRAZENECA PLC SPON ADR AT COST 35,560 33,546
BANK OF AMER CORP AT COST 6,571 6,746
BANK OF AMER CORP B/E 0BP AT COST 22,970 23,480
BARCLAYS BANK PLC AT COST 1,000,000 996,000
BLACKSTONE PRIVATE CREDIT FUND CLASS AT COST 500,000 506,902
BOOKING HLDGS INC AT COST 3,438 9,937
BOSTON SCIENTIFIC CORP AT COST 14,925 33,763
BROADCOM INC AT COST 9,770 65,147
BROADCOM INC AT COST 50,089 100,619
BUNGE LTD FINANCE CORP AT COST 13,064 13,734
CANADIAN FAC KANS CITY LTD CAD AT COST 3,832 6,224
CANADIAN IMPERIAL BANK AT COST 150,000 205,410
CANADIAN IMPERIAL BANK L/O TA-CYN RTY SPX AT COST 250,000 241,750
CAPITAL ONE FINANCIAL CO AT COST 13,511 13,667
CASH UBS -7264 AT COST 8,759 8,759
CASH UBS -7317 AT COST 8,443 8,443
CASH UBS -8255 AT COST 799 799
CENTENE CORP AT COST 1,354 1,939
CHARTER COMM OPT LLC AT COST 14,185 15,188
CHEVRON CORP AT COST 16,588 16,815
CHIPOTLE MEXICAN GRILL INC CL A AT COST 18,292 36,180
CITIGROUP INC AT COST 1,873 1,923
CME GROUP INC AT COST 15,643 17,649
COCA COLA CO COM AT COST 3,201 3,362
COMCAST CORP AT COST 17,612 16,582
CONOCOPHILLIPS AT COST 25,693 22,214
CONSTELLATION BRANDS INC CL A AT COST 4,710 5,525
CORPAY INC AT COST 2,356 4,399
COSTCO WHOLESALE CORP AT COST 20,113 35,735
CVS HEALTH CORP AT COST 9,737 9,062
DANAHER CORP AT COST 3,856 8,723
DEXCOM INC AT COST 916 2,255
DIGITAL REALTY TRUST LP AT COST 10,149 9,719
ECOLAB INC AT COST 2,227 3,749
EMERSON ELECTRONIC CO AT COST 20,041 25,901
ENERGY SELECT SECTOR SPDR FUND AT COST 36,183 56,279
EQUINIX INC AT COST 15,889 15,312
EQUITY RESIDENTIAL SBI AT COST 30,814 31,718
EXXON MOBILE CORP AT COST 70,801 71,857
FEDEX CORP AT COST 4,717 4,266
FEDEX CORP AT COST 4,776 5,345
FORD MOTOR CO AT COST 12,229 13,308
FORTUNE BRANDS INNOVATIONS INC AT COST 677 820
GENERAL MOTORS FINL CO AT COST 17,223 18,392
GOLDMAN SACHS GROUP INC AT COST 14,964 14,945
GOLDMAN SACHS GROUP INC AT COST 40,786 69,287
GS FINANCE CORP AT COST 125,000 123,750
HCA INC NTS AT COST 5,897 6,015
HOME DEPOT INC AT COST 21,176 23,339
INTERCONTINENTALEXCANGE GROUP AT COST 7,352 13,858
INTUIT AT COST 25,392 32,054
INTUITIVE SURGICAL AT COST 19,577 32,883
INTUITIVE SURGICAL INC AT COST 1,571 3,132
JOHN DEERE CPTL CORP AT COST 23,460 23,791
JOHNSON & JOHNSON COM AT COST 47,885 43,964
JP MORGAN CHASE & CO AT COST 6,591 6,820
JPMORGAN CHASE & CO AT COST 54,713 82,700
KEYCORP AT COST 12,920 13,341
LILLY ELI & CO AT COST 38,714 65,620
LINDE PLC NEW EUR AT COST 45,426 49,822
LOCKHEED MARTIN CORP AT COST 30,656 33,530
LOWE'S COS INC AT COST 9,519 8,365
MASTERCARD INC CL A AT COST 26,842 35,807
MCDONALDS CORP AT COST 33,740 33,627
MERCK & CO INC COM AT COST 33,998 26,661
META PLATFORMS INC CL A AT COST 49,915 116,516
MICROSOFT CORP AT COST 122,321 207,800
MORGAN STANLEY AT COST 40,463 64,117
MORGAN STANLEY B/E AT COST 16,501 16,692
NETFLIX INC AT COST 7,457 24,066
NORFOLK STHN CORP AT COST 28,419 32,154
NVIDIA CORP AT COST 10,540 100,718
NVIDIA CORP AT COST 131,264 158,194
O REILLY AUTOMOTIVE INC AT COST 18,142 22,530
ORACLE CORP AT COST 30,325 29,495
ORACLE CORP AT COST 25,336 37,161
PACIFIC GAS & ELEC NTS AT COST 17,019 17,683
PALO ALTO NETWORKS INC AT COST 7,540 28,022
PARKER HANNIFIN CORP AT COST 24,962 35,618
PNC FINANCIAL SERVICES AT COST 16,382 15,095
POOL CORP AT COST 1,615 3,750
PROCTER & GAMBLE CO AT COST 54,677 59,180
PROGRESSIVE CORP OHIO AT COST 18,050 20,606
PROLOGIS INC COM AT COST 23,391 20,294
ROYAL BANK OF CANADA AT COST 18,954 19,134
ROYAL BANK OF CANADA T-GEARS INTL BASKET AT COST 250,000 270,250
RTX CORP AT COST 27,609 34,832
S&P GLOBAL INC AT COST 11,296 20,419
SALESFORCE, INC. AT COST 18,300 39,785
SEMPRA AT COST 35,634 34,474
SERVICENOW INC AT COST 10,657 28,623
SHERWIN WILLIAMS CO AT COST 22,097 27,534
SOUTHWESTERN ENERGY CO AT COST 3,671 3,940
STARBUCKS CORP AT COST 30,516 29,291
STARWOOD REAL ESTATE INCOME TRUST INC AT COST 12,354 10,508
SUNTRUST BANKS INC AT COST 9,971 9,976
SYSCO CORP AT COST 12,940 13,686
TECHNOLOGY SELECT SECTOR SPDR AT COST 55,066 121,608
THERMO FISHER SCIENTIFIC AT COST 10,129 10,032
THEROMO FISHER SCIENTIFIC INC AT COST 3,710 3,642
TJX COS INC NEW AT COST 27,404 37,089
T-MOBILE USA INC AT COST 22,424 22,563
TRACTOR SUPPLY COMPANY AT COST 1,853 8,755
TRANSDIGM GROUP INC AT COST 14,748 16,475
TRANSDIGN GROUP INC AT COST 3,130 12,673
TRAVELERS COS INC/THE AT COST 31,737 46,251
TRIMBLE INC COM AT COST 1,361 1,978
UBS INSURED SWEEP PROGRAM -8002 AT COST 4,831 4,831
UBS INSURED SWEEP PROGRAM -8003 AT COST 23,244 23,244
UBS INSURED SWEEP PROGRAM -8004 AT COST 29,933 29,933
UBS SELECT PRIME SERIES II PREFERRED FUND AT COST 36,678 36,678
ULTA BEAUTY, INC AT COST 3,670 7,394
UNION PAC CORP AT COST 12,507 12,088
UNION PACIFIC CORP AT COST 2,119 2,280
UNITEDHEALTH GROUP INC AT COST 58,893 53,621
UNITEDHEALTH GROUP INC AT COST 26,234 26,305
US TREASURY NOTE - 91282CGM7 AT COST 16,648 16,746
US TREASURY NOTE - 91282CHL8 AT COST 24,928 25,060
US TREASURY NOTE - 91282CHN4 AT COST 39,281 40,110
US TREASURY NOTE - 91282CHV6 AT COST 60,215 61,295
US TREASURY NOTE - 91282CJB8 AT COST 32,617 33,172
US TREASURY NOTE - 91282CJE2 AT COST 40,596 41,237
US TREASURY NOTE - 91282CJL6 AT COST 40,734 41,222
US TREASURY NOTE - 91282CJN2 AT COST 3,954 4,001
US TREASURY NOTE - 91282CJS1 AT COST 34,695 35,008
US TREASURY NOTE - 91282CJV4 AT COST 39,099 40,000
US TREASURY NOTE - 91282CJZ5 AT COST 9,569 9,575
US TREASURY NOTE - 91282CKB6 AT COST 39,613 40,161
US TREASURY NOTE - 91282CKH3 AT COST 29,940 30,081
US TREASURY NOTE - 91282CKK6 AT COST 14,994 15,116
US TREASURY NOTE - 91282CKS9 AT COST 20,082 20,165
US TREASURY NOTE - 91282CKY6 AT COST 20,096 20,106
US TREASURY NOTE - 91282CLB5 AT COST 14,749 15,024
US TREASURY NOTE - 91282CLH2 AT COST 22,531 22,817
US TREASURY NOTE - 91282CLP4 AT COST 22,507 22,709
VERALTO CORP AT COST 913 1,731
VERIZON COMMUNICATIONS INC AT COST 22,750 21,755
VERTEX PHARMACEUTICAL INC AT COST 5,018 9,665
VISA INC CL A AT COST 32,480 53,411
WALMART INC AT COST 50,528 85,923
WALT DISNEY COMPANY AT COST 15,775 15,122
WELLS FARGO & CO NEW AT COST 43,611 67,852
WESTPAC BANKING CORP AT COST 6,543 6,739
XPO INC AT COST 2,272 8,525
YUMI BRANDS INC AT COST 18,152 19,453

TY 2024 OtherDecreasesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Description Amount
FEDERAL TAXES 1,290


TY 2024 OtherExpensesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 35 35   0
STATE FEES 519 0   519


TY 2024 OtherIncomeSchedule2
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UBS -7317 MISC INCOME 53,775 53,775 53,775


TY 2024 OtherIncreasesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Description Amount
NON-DIVIDEND DISTRIBUTIONS 17,629


TY 2024 OtherProfessionalFeesSchedule
Name:
THE OLIARI CHARITABLE FOUNDATION
EIN:
20-8063820
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ACCOUNT FEES 37,054 37,054   0