Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
OReilly Automotive Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address) 233 SOUTH PATTERSON AVENUE
 
Room/suite
City or town
SPRINGFIELD
State or province
MO
Country  
ZIP or foreign postal code
65802
A Employer identification number

85-1609973
B Telephone number (see instructions)

4175204621
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$11,870,889
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,000,000
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 305,894 305,894  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 260,734
b Gross sales price for all assets on line 6a 1,318,291
7 Capital gain net income (from Part IV, line 2)... 260,734
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 1,566,628 566,628 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 5,823 582 0 5,241
c Other professional fees (attach schedule).... 67,882 67,882 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,632 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,337 68,464 0 5,241
25 Contributions, gifts, grants paid....... 1,499,404 1,499,404
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,578,741 68,464 0 1,504,645
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,113
b Net investment income (if negative, enter -0-) 498,164
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 15,317 14,685 14,685
2 Savings and temporary cash investments......... 299,904 152,312 152,312
3 Accounts receivable  
Less: allowance for doubtful accounts   0 0 0
4 Pledges receivable  
Less: allowance for doubtful accounts   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) 0
Less: allowance for doubtful accounts 0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 6,304,575 Click to see attachment
List of Attached Documents:
// Content
6,012,069
8,289,131
c Investments—corporate bonds (attach schedule)....... 2,932,008 Click to see attachment
List of Attached Documents:
// Content
3,360,625
3,414,761
11 Investments—land, buildings, and equipment: basis 0
Less: accumulated depreciation (attach schedule) 0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0 0
14 Land, buildings, and equipment: basis 0
Less: accumulated depreciation (attach schedule) 0 0   0
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,551,804 9,539,691 11,870,889
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,551,804 9,539,691
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 9,551,804 9,539,691
30 Total liabilities and net assets/fund balances (see instructions). 9,551,804 9,539,691
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
9,551,804
2
Enter amount from Part I, line 27a .....................
2
-12,113
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,539,691
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,539,691
Form 990-PF (2025)
Form 990-PF (2025)
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 PUBLICLY TRADED SECURITIES P 2024-12-01 2025-12-31
b SHORT TERM CAPITAL GAIN DISTRIBUTIONS P 2025-12-01 2025-12-31
c LONG TERM CAPITAL GAIN DISTRIBUTIONS P 2024-12-01 2025-12-31
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,284,887   1,050,009 234,878
b 4,574   0 4,574
c 21,282   0 21,282
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a     0 234,878
b     0 4,574
c     0 21,282
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 260,734
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 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 6,924
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 6,924
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,924
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,700
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,976
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,976 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
MO
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofJULIE GRAY Telephone no. (417) 874-7280

Located at233 SOUTH PATTERSON AVENUESPRINGFIELDMO ZIP+465802
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
TAMARA CONN SECRETARY
1.00
0 0 0
233 SOUTH PATTERSON AVENUE
SPRINGFIELD,MO65802
ERIC BIRD TREASURER
1.00
0 0 0
233 SOUTH PATTERSON AVENUE
SPRINGFIELD,MO65802
DAVID O'REILLY CHAIR OF THE BOARD OF DIRECTORS
1.00
0 0 0
233 SOUTH PATTERSON AVENUE
SPRINGFIELD,MO65802
GREG HENSLEE DIRECTOR
1.00
0 0 0
233 SOUTH PATTERSON AVENUE
SPRINGFIELD,MO65802
BRAD BECKHAM DIRECTOR
1.00
0 0 0
233 SOUTH PATTERSON AVENUE
SPRINGFIELD,MO65802
JULIE GRAY PRESIDENT/EXECUTIVE DIRECTOR
1.00
0 0 0
233 SOUTH PATTERSON AVENUE
SPRINGFIELD,MO65802
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
 
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
 
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 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
11,202,496
b
Average of monthly cash balances.......................
1b
511,348
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,713,844
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
 
3
Subtract line 2 from line 1d.........................
3
11,713,844
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
175,708
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,538,136
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
576,907
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
576,907
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,924
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,924
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
569,983
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
569,983
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
569,983
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, line 26, column (d) ..........
1a
1,504,645
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,504,645
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 569,983
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 2022, 2021 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 417,554
f Total of lines 3a through e ........ 417,554
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,504,645
a Applied to 2024, 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 2025 distributable amount..... 569,983
e Remaining amount distributed out of corpus 934,662
5 Excess distributions carryover applied to 2025.   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 1,352,216
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
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 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
1,352,216
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 417,554
e Excess from 2025 .... 934,662
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
NOT APPLICABLE
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.
NOT APPLICABLE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
O'Reilly Automotive Foundation
300 Fifth Avenue 27th Floor
Pittsburgh,PA15222
privatefoundationsolutions@pnc.com
bThe form in which applications should be submitted and information and materials they should include:
Applicants should visit: https://www.cybergrants.com/pncprivatebank/Oreilly_auto to determine eligibility and receive guidance on required materials and next steps for submitting an application or letter of inquiry for consideration.
cAny submission deadlines:
Check Foundation website for application deadlines.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Check Foundation website for award limitations/restrictions
Form 990-PF (2025)
Form 990-PF (2025)
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

Convoy of Hope

1 CONVOY DR
SPRINGFIELD,MO65802
NONE   Hygiene Kits - Community Involvement Project 26,604

Valley Packaging Industries Inc

110 N KENSINGTON DR
APPLETON,WI51915
NONE   Job Placement Assistance Program 25,000

Beaufort County Community College

5337 US HIGHWAY 264 E
WASHINGTON,NC27889
NONE   Automotive Mohawk Lift and Brake Lathe 30,000

HOPE Ministries of Baton Rouge

4643 WINBOURNE AVE
BATON ROUGE,LA70805
NONE   Reaching Individual Success through Education (RISE) Initiative 25,000

Juma Ventures

131 STEUART ST Suite 202
SAN FRANCISCO,CA94105
NONE   Juma YouthConnect 30,000

Create Your Dreams

981 JOSEPH E LOWERY BLVD NW SUITE
ATLANTA,GA30318
NONE   5 Core Program+2 Funds for success 15,000

Hands of The Carpenter

16097 S GOLDEN ROAD
GOLDEN,CO80401
NONE   Automotive Services for Single Working Women with Dependent Children 5,000

DREAM Alive Inc

6151 CENTRAL AVE
INDIANAPOLIS,IN46220
NONE   DREAM Alive Program Support 30,000

Ramp Access Made Possible by Students

1114 WESTBRIAR DR STE D
RICHMOND,VA23238
NONE   Giving Mobility and Independence to Permanent Wheelchair users 10,000

University of the Aftermarket Foundation

7101 WISCONSIN AVE STE 1300
BETHESDA,MD20814
NONE   Automotive/Heavy Duty Scholarship and Educational Programs 15,000

Akron-Canton Regional Foodbank

350 OPPORTUNITY PARKWAY
AKRON,OH44307
NONE   2025 Food Sourcing and Distribution Program 5,000

Sojourner Center

PO BOX 20156
PHOENIX,AZ85036
NONE   Emergency Shelter & Supportive Services For Survivors 15,000

MENTOR Washington

15500 SE 30TH PL STE 200
BELLEVUE,WA98007
NONE   Mentoring Youth for Success 15,300

Covenant House Alaska

755 A ST
ANCHORAGE,AK99501
NONE   Covey Academy Vocational Training 15,000

Support The Enlisted Project

9915 BUSINESSPARK AVE STE A
SAN DIEGO,CA92131
NONE   Improving the Lives of Low-Income Military and Veteran Families 15,000

Convoy of Hope

1 CONVOY DR
SPRINGFIELD,MO65802
NONE   Feed the World 125,000

Payson Senior Center

514 W MAIN ST
PAYSON,AZ85541
NONE   S.O.S. (Supporting Our Seniors) 35,000

Orchard Village

7660 GROSS POINT RD
SKOKIE,IL60077
NONE   Transportation Funding for Orchard Academy 10,000

Wild Iris Family Counseling and Crisis Center

150 N MAIN ST
BISHOP,CA93515
NONE   Transitional Housing Support Program 25,000

Digital NEST

1961 MAIN ST
WATSONVILLE,CA95076
NONE   Bridging the Opportunity Gap through Technical & Professional Training for Youth 20,000

Feeding America

161 NORTH CLARK STREET
CHICAGO,IL60601
NONE   Feeding America General Operating Support 125,000

Comp-U-Dopt Inc

1602 AIRLINE DR
HOUSTON,TX77009
NONE   Pathways and Learn to Earn Programs 30,000

Greenhouse Scholars

1820 FOLSOM ST
BOULDER,CO80302
NONE   Greenhouse's Whole Person College Program 10,000

Riverside County Foundation on Aging Inc

11875 PIDGEON PASS RD Ste B13 344
MORENO VALLEY,CA92557
NONE   Grocery Market Gift Card/Nutrition Support Program 10,000

Family Promise of Gallatin Valley Inc

1603 TSCHACHE LN
BOZEMAN,MT59715
NONE   Family Homeless Prevention & Stabilization 10,000

Manna Cafe Ministries

605 PROVIDENCE BLVD
CLARKSVILLE,TN37042
NONE   2025 General Operating Support - Manna Cafe Ministries 25,000

Reading Is Fundamental Inc

750 FIRST STREET NE Suite 920
WASHINGTON,DC20002
NONE   RIF X O'Reilly Auto Parts Books for Ownership + Employee Engagement 2025-26 125,000

Ready for Good Co

708 CONNECTICUT ST
LAWRENCE,KS66044
NONE   Furnished for Good 15,000

Redeem Programs

11111 WHITTIER AVE
DETROIT,MI48224
NONE   Project NOAH - Workforce Development for Young Mothers 50,000

St Joseph the Worker

PO BOX 13503
PHOENIX,AZ85002
NONE   Workforce Development 10,000

Kalamazoo Valley Community College Foundation

6767 WEST O AVENUE PO Box 4070
KALAMAZOO,MI49003
NONE   Technical Trades Renovation and Expansion Campaign 15,000

USA Cares Inc

11760 COMMONWEALTH DR
LOUISVILLE,KY40299
NONE   Military Assistance Response Program 20,000

Lakeside Packaging Plus Inc

100 WEST FERNAU AVENUE
OSHKOSH,WI54901
NONE   Employment Pathways 15,000

Great Jobs KC Inc

8080 WARD PKWY STE 402
KANSAS CITY,MO64114
NONE   General Operating Support 50,000

United Against Poverty

2520 ORANGE AVENUE
FORT PIERCE,FL34947
NONE   Building Futures Through Career Development with STEP 30,000

Community Support Network Inc

1191 N SHERMAN AVE
MADISON,WI53704
NONE   Employment Program & Workplace Readiness Training 5,000

Heart of Oregon Corps Inc

PO BOX 279
BEND,OR97709
NONE   Training Tomorrow's Workforce Today 25,000

One Step Beyond Inc

PO BOX 1022
PEORIA,AZ85380
NONE   Inclusive Employment Support 7,500

Medical Motor Service of Rochester and Monroe County Inc

608 CLINTON AVE S
ROCHESTER,NY14620
NONE   Fleet Renewal and Replacement Initiative 25,000

American National Red Cross

431 18TH STREET NW
WASHINGTON,DC20006
NONE   American Red Cross Disaster Relief FY25 125,000

The Lift Garage

2401 E LAKE ST
MINNEAPOLIS,MN55406
NONE   Low-cost Car Repair for Low-income Individuals 10,000

St Augustine Youth Services

201 SIMONE WAY
ST AUGUSTINE,FL32086
NONE   Hurricane Resilience Project: Keeping Our Youth Safe 30,000

Skillpoint Alliance

8868 RESEARCH BLVD
AUSTIN,TX78758
NONE   Workforce Development Training for Underserved Communities in High-Demand Industries 20,000

The Food Basket Inc

40 HOLOMUA ST
HILO,HI96720
NONE   Community Cruiser: Enhancing Food Access and Local Food Production 30,000

KNOX Inc

75 LAUREL STREET
HARTFORD,CT06106
NONE   Green Jobs Apprenticeships 10,000

Southeast Missouri Network Against Sexual Violence Inc

147 N LACEY ST SUITE 1
JACKSON,MO63755
NONE   The Green Bear Project 30,000

Children's Advocacy Center of North and Northwest Cook Co

640 ILLINOIS BLVD
HOFFMAN ESTATES,IL60169
NONE   Reducing ACEs through Trauma-Focused Intervention 25,000

Adult Development Center of Benton County Inc

2202 N 24T5H ST
ROGERS,AR72756
NONE   Access to Work Training for People with Disabilities 10,000

Wilmington Area Rebuilding Ministry Inc

6737 AMSTERDAM WAY
WILMINGTON,NC28405
NONE   Safe Homes for Rural Communities 50,000

Arizona Friends of Foster Children Foundation

360 E CORONADO RD STE 190
PHOENIX,AZ85004
NONE   Workforce Development for AZ Youth Aging Out of Foster Care 15,000

Trails of Purpose

2400 CAROLINA RD
CHESAPEAKE,VA23322
NONE   SMVF Mental Health Program Expansion 50,000
Total ................................. 3a 1,499,404
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 305,894  
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 ............
    18 260,734  
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) .. 0 566,628 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
566,628
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022866
Software Version: 2025v4.1


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

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
OReilly Automotive Foundation Inc
 
Employer identification number

85-1609973
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
OReilly Automotive Foundation Inc
 
Employer identification number
85-1609973
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
OZARK SERVICES INC
 
233 SOUTH PATTERSON AVENUE
 
SPRINGFIELD, MO65802

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
OReilly Automotive Foundation Inc
 
Employer identification number

85-1609973
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
OReilly Automotive Foundation Inc
 
Employer identification number

85-1609973
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 25022866
Software Version: 2025v4.1

TY 2025 AccountingFeesSchedule
Name:
OReilly Automotive Foundation Inc
EIN:
85-1609973
Software ID:
25022866
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,823 582 0 5,241

TY 2025 InvestmentsCorpBondsSchedule
Name:
OReilly Automotive Foundation Inc
EIN:
85-1609973
Software ID:
25022866
Software Version:
2025v4.1
Name of Bond End of Year Book Value End of Year Fair Market Value
BLACKROCK TOTAL RETURN-I (MAHQX) 1,029 1,041
BLACKROCK STRATEGIC INCOME (BSIIX) 3,986 4,117
PGIM HIGH YIELD FUND (PHYQX) 2,575 2,274
ISHARES BARCLAYS 7-10 YEAR (IEF) 478,856 481,185
AMER FUND MULTI-SEC INC-F3 (MIAZX) 303,919 300,783
BLACKROCK TOTAL RETURN-I (MAHQX) 616,968 609,005
BLACKROCK STRATEGIC INCOME (BSIIX) 363,243 373,848
DODGE & COX INCOME FUND (DODIX) 761,138 799,320
DOUBLELINE FLEXIBLE INC-R6 (DFFLX) 0 0
MFS EMERGING MKTS DEBT FD-R6 (MEDHX) 315,050 320,639
PGIM HIGH YIELD FUND (PHYQX) 373,062 380,169
T ROWE PRICE INSTITUTIONAL (RPIFX) 140,799 142,380

TY 2025 InvestmentsCorpStockSchedule
Name:
OReilly Automotive Foundation Inc
EIN:
85-1609973
Software ID:
25022866
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY REAL ESTATE ETF (FREL) 170,372 153,730
Global X Art Intel & Tech (AIQ) 201,678 207,916
Invesco China Technology (CQQQ) 244,613 218,556
ISHARES CORE S&P 500 (IVV) 826,373 1,355,496
ISHARES CORE S&P MID-CAP ETF (IJH) 291,782 373,560
ISHARES RUSSELL 1000 (IWB) 400,157 711,776
ISHARES RUSSELL 2000 (IWM) 203,630 256,991
ISHARES MSCI USA QUALITY FACTOR (QUAL) 175,916 285,814
ISHARES CORE MSCI EAFE ETF (IEFA) 506,182 704,319
ISHARES MSCI INTL QUALITY (IQLT) 273,671 370,281
VANGUARD MID-CAP VALUE INDEX (VOE) 234,546 299,755
VANGUARD MID-CAP GROWTH INDEX (VOT) 249,871 321,569
VANGUARD SMALL CAP GROWTH (VBK) 206,103 256,794
VANGUARD SMALL CAP VALUE (VBR) 187,620 241,864
VANGUARD GROWTH (VUG) 417,350 764,477
VANGUARD VALUE (VTV) 554,931 768,544
WISDOMTREE U.S. QUALITY DIVI (DGRW) 0 0
PZENA EMERG MKTS VALUE-INST (PZIEX) 187,711 265,538
ARTISAN INTL SM/MID-INST (APHJX) 225,616 237,331
SEAFARER OVERSEAS GROWTH & (SIGIX) 0 0
OAKMARK INTL SM CAP-R6 (OAZEX) 208,225 255,626
TOUCHSTONE SANDS EM GR-R6 (TSRMX) 239,900 232,622
PZENA EMERG MKTS VALUE-INST (PZIEX) 2,726 3,350
ARTISAN INTL SM/MID-INST (APHJX) 2,808 2,884
OAKMARK INTL SM CAP-R6 (OAZEX) 288 338

TY 2025 OtherProfessionalFeesSchedule
Name:
OReilly Automotive Foundation Inc
EIN:
85-1609973
Software ID:
25022866
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 67,882 67,882 0 0


TY 2025 TaxesSchedule
Name:
OReilly Automotive Foundation Inc
EIN:
85-1609973
Software ID:
25022866
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 5,632 0 0 0