OLIVER FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
OLIVER FAMILY FOUNDATION (EIN 83-3767261)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-24
IRS object ID
202542059349100704
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-24T08:15:33-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN833767261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Oliver Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlOLIVBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard OliverPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-07-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,595,372FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$59,745DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,745DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,032NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$416,819GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,032CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$105,791TotalRevAndExpnssAmt
Total Net Invst Incm$105,791TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$23,004OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,004OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$11TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$15,405OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15,405OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,420TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,015TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,405TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,096ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,096ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,516TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,015TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,501TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,275ExcessRevenueOverExpensesAmt
Net Investment Income$82,776NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,910SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,323SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,323SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$91,061USGovernmentObligationsBOYAmt
US Government Obligations EOY$78,510USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$74,511USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,251,077CorporateStockBOYAmt
Corporate Stock EOY$1,275,012CorporateStockEOYAmt
Corporate Stock EOYFMV$1,404,973CorporateStockEOYFMVAmt
Corporate Bonds BOY$83,888CorporateBondsBOYAmt
Corporate Bonds EOY$95,366CorporateBondsEOYAmt
Corporate Bonds EOYFMV$98,565CorporateBondsEOYFMVAmt
Total Assets BOY$1,448,936TotalAssetsBOYAmt
Total Assets EOY$1,466,211TotalAssetsEOYAmt
Total Assets EOYFMV$1,595,372TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,448,936RetainedEarningBOYAmt
Retained Earning EOY$1,466,211RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,448,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,466,211TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,448,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,466,211TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,448,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,275ExcessRevenueOverExpensesAmt
Subtotal$1,466,211SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,466,211TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$416,819GrossSalesPriceAmt
Cost Or Other Basis$370,787CostOrOtherBasisAmt
Gain Or Loss$46,032GainOrLossAmt
Gains Minus Excess Or Losses$46,032GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$46,032CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,151InvestmentIncomeExciseTaxAmt
Subtotal$1,151SubtotalAmt
Tax Based On Investment Income$1,151TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,212TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$61OverpaymentAmt
Applied To ES Tax$61AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Rebecca Larson
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Charles Oliver
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Christopher Ryan Oliver
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Mary Katherine Oliver
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir0.0$0$0$0
Richard B Oliver
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir1.0$0$0$0
Elizabeth Ellen Smith
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir0.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,602,991AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,647AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,626,638TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,626,638AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,602,238NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,112MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,112MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,151TaxBasedOnInvestmentIncomeAmt
Total Tax$1,151TotalTaxAmt
Distributable Before Adj$78,961DistributableBeforeAdjAmt
Distributable Before Ded$78,961DistributableBeforeDedAmt
Distributable As Adjusted$78,961DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,501ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$65,501QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,961DistributableAsAdjustedAmt
Undistributed Income PY$61,416UndistributedIncomePYAmt
Qualifying Distributions$65,501QualifyingDistributionsAmt
Applied To Year1$61,416AppliedToYear1Amt
Applied To Current Year$4,085AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$74,876UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerChristopher Ryan OliverContributingManagerNm
Contributing ManagerRichard B OliverContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1STOP THE ADDICTION FATALITY EPIDEMIC - SAFE - PROJBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13118 WASHINGTON BLVD BOX 101734AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral & UnrestrictedGrantOrContributionPurposeTxt
Amt$50,096Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,096TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,745ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,032ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$105,791ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$105,791TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCENTURE CAPITAL INC - 4.050%$4,998$4,851
AMGEN INC - 2.450% - 02/21/203$2,602$2,652
ASTRAZENECA - 1.375% - 08/06/2$3,274$3,331
ASTRAZENECA FINANCE LLC - 4.85$3,001$3,006
AT&T - 2.250% - 02/01/2032$1,605$1,654
AT&T, INC - 1.700% - 03/25/202$4,563$4,820
BK OF AMERICA CORP - 1.658% -$4,463$4,818
BK OF AMERICA CORP MTN - 1.197$4,465$4,858
BLACKROCK INC - 1.900% - 01/28$3,313$3,371
BP CAP MKTS AMER INCSER B - 3.$1,943$1,955
BP CAPITAL MARKETS AMERICA INC$3,999$3,943
CITIGROUP INC - 2.520% - 11/03$2,405$2,501
CITIGROUP INC NOTE - 1.462% -$6,172$6,664
COMCAST COPR - 5.300% - 06/01/$2,001$2,000
CVS HEALTH CORP - 5.400% - 06/$1,999$2,001
EQUINOR ASA - 2.375% - 05/22/2$3,479$3,549
EQUINOR ASA - 3.125% - 04/06/2$920$922
GOLDMAN SACHS GROUP INC - 2.38$1,594$1,669
GOLDMAN SACHS GROUP INC NOTE -$4,430$4,744
GOLDMAN SACHS GROUP INC SR GLO$4,435$4,800
JP MORGAN CHASE - 1.578% - 04/$2,674$2,880
JP MORGAN CHASE - 2.545% - 11/$2,437$2,531
JPMORGAN CHASE &CO NT - 1.470%$2,625$2,838
ORACLE CORP - 2.950% - 04/01/2$1,697$1,806
ORACLE CORP NOTE CALL MAKE WHO$2,691$2,893
PHILP MORRIS INTL - 4.875% - 0$3,973$3,995
PHILP MORRIS INTL - 5.250% - 0$3,930$3,955
SHELL FIN US INC - 2.750% - 04$4,608$4,494
US BANCORP - 2.677% - 01/27/20$5,070$5,064

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (210 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACI WORLDWIDE INC$353$812
ADOBE SYSTEMS, INC$1,602$1,796
ADVANCED ENERGY IND INC$814$847
AGILENT TECHNOLOGIES INC$1,108$1,101
AIRBNB$2,142$2,033
ALCON INC$1,094$1,376
ALLEGRO MICROSYSTEMS ORD SHS$799$634
ALPHABET INC CL A$2,122$3,249
AMAZON COM$3,150$6,918
AMER INTERNATIONAL GROUP INC$1,495$1,468
AMERICAN BEACON AHL MNGD FUTUR$48,697$46,711
AMERICAN HOMES 4 RENT$788$772
AMERICAN WATER WORKS COMPANY I$1,554$1,430
AMERIPRISE FINANCIAL INC$1,006$2,608
AMGEN INC$1,382$1,524
AMICUS THERAPEUTICS INC$610$467
ANSYS INC$2,043$1,837
APPLIED IDNS TECH$395$438
ARCOSA INC$732$1,135
ARES MANAGEMENT CORPORATION$1,643$2,006
ARGENX SE$941$1,507
ARMADA HOFFLER PROPERTIES INC$629$573
ARTISAN INTERNATIONAL VALUE FU$109,284$141,204
ATMOS ENERGY CORP$1,865$2,463
AVANTOR HOLDINGS INC$745$757
AVERY DENNISON CORP$514$588
AVIDITY BIOSCIENCES, INC.$264$171
AVIENT$362$367
BILL COM HOLDINGS$386$381
BORG WARNER INC$726$640
BRAZE, INC$560$476
BRINKS CO$400$346
BRUNSWICK CORP$732$532
BUILDERS FIRST SOURCE INC$513$424
BWX TECHNOLOGIES INC$1,765$3,036
CABOT CP$262$241
CADENCE BANCORPORATION$1,393$1,585
CADENCE DESIGN SYSTEMS INC$2,380$2,335
CAPITAL ONE FINANCIAL CORP$1,276$2,096
CARLISLE COS INC$506$1,243
CARRIER GLOBAL$769$754
CASELLA WASTE SYSTEMS INC$934$1,693
CENTERSPACE$841$749
CHAMPIONX CORP$686$533
CHART INDUSTRIES, INC$652$774
CHEWY INC$670$836
CHIPOTLE MEX GRILL$1,949$1,828
CLEAN HARBORS, INC$787$1,089
COLUMBIA BANKING SYSTEM, INC$1,238$1,243
COMMERCE BANCSHARES, INC$924$848
CONFLUENT, INC$400$453
CONMED CORPORATION$666$613
CONSTELLATION BRANDS INC$1,172$1,089
CORE AND MAIN INC$872$1,413
CORTEVA INC$1,543$1,968
COTERRA ENERGY INC$1,085$1,458
CRANE NXT ORD SHS$678$630
CRINETICS PHARMACEUTICALS INC$276$374
CULLEN FROST BANKERS INC$848$1,128
CURTISS WRIGHT CP$1,005$2,656
DANAHER CORP$4,045$3,913
DATADOG INC$1,079$1,213
DECKERS OUTDOOR CORPORATION$483$1,074
DOCUSIGN INC$667$847
DOLBY LABORATORIES$724$649
DORMAN PRODUCTS INC$406$449
DOXIMITY ORD SHS CLASS A$249$246
DYNATRACE$1,481$1,836
EASTGROUP PROPERTIES INC$550$650
ECOLAB INC$2,859$2,875
ELASTIC NV$395$355
ELEMENT SOLUTIONS INC$859$1,119
EMCOR GROUP INC$454$1,110
ENCOMPASS HEALTH CORPORATION$744$1,016
ENTEGRIS INC$1,025$958
EQT CORPORATION$483$564
EQUITY LIFESTYLE PRP$1,111$1,149
ETSY INC$915$572
EXLSERVICE HOLDINGS INC$1,341$1,902
EXPEDIA INC$1,130$1,455
FEDERAL SIGNAL CORP$543$924
FEDERATED HERMES CORPORATE BON$17,456$17,796
FEDERATED HERMES HIGH YIELD ST$3,356$3,507
FEDERATED HERMES INTERNATIONAL$6,532$6,499
FEDERATED HERMES MORTGAGE STRA$120,143$117,408
FLOWSERVE CP$647$892
FORTIVE CORPORATION$870$902
FULLER H B CO$717$877
GALLAGHER ARTHUR J & CO$2,297$2,483
GEN DYNAMICS CP$828$1,420
GENERAL ELECTRIC CO$1,260$1,163
GITLAB INC$881$968
GODADDY INC$497$1,270
GOLDMAN SACHS GQG PARTNERS INT$126,814$141,735
GRACO INC$635$633
GRAPHIC PACKAGING CORP COM STK$711$824
HAMILTON LANE INC$545$664
HANOVER INS GROUP$803$1,037
HONEYWELL INTL$1,642$1,601
HOULIHAN LOKEY INC$660$758
HUBBELL INCORPORATED$725$901
HUBSPOT INC$1,025$1,353
HYATT HOTELS CORP$877$1,148
ICF INTERNATIONAL, INC$487$676
IDEAYA BIOSCIENCES$815$518
IMMUNOCORE HLDGS PLC$792$386
INARI MEDICAL INC$507$462
INSMED INC COM DE$532$581
INTEGER HOLDINGS CORP$504$1,193
INTUIT$3,774$3,785
INTUITIVE SURGICAL$1,153$1,277
ISHARES CORE MSCI EMERGING MAR$46,944$46,267
ISHARES TRUST RUSSELL 1000 GRO$44,739$83,930
ISHARES TRUST RUSSELL 1000 VAL$40,463$56,280
JFROG$688$732
JOHN HANCOCK III V I$68,234$64,946
JPMORGAN HEDGED EQUITY SELECT$79,151$113,266
KBR INC$1,067$902
KKR & CO INC$2,978$4,055
KLA TENCOR CORP$2,008$1,586
KNIGHT SWIFT TRANSPORTATION HO$356$362
LA Z BOY INC$1,065$1,117
LANTHEUS HOLDINGS INC$729$849
LATTICE SEMICONDUCTOR$1,143$707
LENNAR CORP$1,274$2,127
LENNOX INTL INC$802$842
LINCOLN ELECTRIC HOLDING INC$621$561
LITTELFUSE, INC$1,111$943
LOWES COMPANIES INC$1,264$1,465
MADRIGAL PHARMACEUTICALS$429$541
MAGNOLIA OIL + GAS CORPORATION$418$982
MANHATTAN ASSOCIATES INC$787$879
MARTIN MARIETTA MATLS INC$1,108$1,805
MARVELL TECHNOLOGY, INC$2,202$3,560
MATADOR RESOURCES COMPANY$430$1,407
MEDTRONIC PLC$1,410$977
MERCK & CO INC$1,411$1,423
MICHELIN CIE GEN UNSP/ADR$1,357$1,180
MICROCHIP TECHNOLOGY INC$1,629$1,244
MICROSOFT CORP$5,520$8,636
MITSUBISHI UFJ FINANCIAL GROUP$604$1,406
MODINE MFG CO$269$263
MONGODB INC CL A$1,338$797
MONOLITHIC POWER SYSTEMS, INC$2,373$1,759
MSCI INC$1,320$1,566
MUELLER IND INC$543$622
MURPHY USA INC$815$819
NETSTREIT$651$541
NEUROCRINE BIOSCIENCES, INC$805$1,088
NEW YORK TIMES CO CL A$770$958
NORDSON CP$815$687
NVIDIA CORP$6,129$6,577
OLD NATIONAL BANCORP$810$1,049
OPTION CARE HEALTH INC$370$252
OSHKOSH CORP$992$897
PARKER HANNIFIN CP$1,358$2,991
PATRICK IND INC$412$260
PIMCO INCOME FUND P CLASS$349,626$309,540
PLEXUS CORPORATION INC$935$1,622
PNC FINANCIAL GROUP INC$1,262$1,479
POWER INTEGRATIONS, INC$667$447
PROCEPT BIOROBOTICS$267$296
PROCORE TECHNOLOGIES INC$765$775
PROCTER GAMBLE CO$1,140$1,435
PROGRESSIVE CORP OHIO$2,722$3,076
QUALCOMM INC$1,662$1,719
RENAISSANCERE HOLDINGS LTD$766$890
RPM INTERNATIONAL INC$1,159$1,603
SAREPTA THERAPEUTICS INC$620$677
SERVICE CP INTL$654$717
SERVICE NOW$1,252$3,450
SIMPLICITY BANCORP INC$727$934
SMITH A O CORP DEL COM$822$767
SONY GROUP CORP$1,731$1,764
SPRINGWORKS THERAPEUTICS INC$547$646
SPROUTS FARMERS MARKET INC$471$591
STIFEL FINANCIAL CP$1,525$2,688
SYNNEX CORP$672$878
SYNOVUS FINL CP$1,033$1,434
TAPESTRY INC$726$1,417
TELEDYNE TECH INC$1,302$1,433
TEXAS ROADHOUSE, INC$669$702
THE BLACKSTONE GROUP INC CL A$1,117$1,660
THE COCA-COLA CO$1,127$1,404
THE TRADE DESK INC$626$569
THERMO FISHER SCIENTIFIC INC$1,561$1,418
TIDEWATER INC$731$405
TOPBUILD CORP$539$625
TOTALENERGIES SE$1,576$1,374
TRIMBLE NAV LTD$1,054$1,196
TYLER TECHNOLOGIES, INC$1,170$1,641
UBER$2,562$2,191
US BANCORP$1,211$1,700
US FOODS HOLDING CORPORATION$890$1,619
VALVOLINE INC$399$362
VERALTO CORPORATION$1,658$1,695
VERISK ANALYTICS, INC$1,656$1,677
VERIZON COMMUNICATIONS$1,433$1,362
VERRA MOBILITY CORPORATION$567$471
VIKING THERAPEUTICS INC$282$159
VISA INC$2,615$3,692
WEST PHARMA SVCS INC$2,174$2,250
WILLSCOT MOBILE MINI CL A$794$601
WINGSTOP INC$698$1,034
WINTRUST FINANCIAL CORPORATION$625$832
WORKDAY INC$1,622$1,829
XCEL ENERGY INC$1,392$1,414
XENON PHARMACEUTICALS$309$303
XYLEM INC$1,371$1,506
ZEBRA TECHNOLOGIES CORP$764$1,052

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$78,510USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$74,511USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$15,380$15,380
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$23,004Amt
Net Investment Income$23,004NetInvestmentIncomeAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationWe respectfully request that Oliver Family Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $9 penalty indicated on Form 2220 be abated because the underpayment in Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm's software correctly determined that the foundation could pay its Q4 estimate based on prior year tax liability. However, since that liability was under $500, the software incorrectly indicated that no quarterly payment was due. As soon as the error was discovered, the foundation paid the required tax. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules and respectfully request that no 2220 penalty be assessed.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Tax PaidCategoryTxt
Amt$11Amt
Net Investment Income$11NetInvestmentIncomeAmt

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