2025-07-24T08:15:33-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 833767261 Oliver Family Foundation % Foundation Source OLIV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Richard Oliver President 8008391754 2025-07-17 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1595372 X 0 X 14 14 59745 59745 46032 416819 46032 105791 105791 0 23004 23004 11 11 15405 15405 38420 23015 15405 50096 50096 88516 23015 65501 17275 82776 0 22910 17323 17323 91061 78510 74511 1251077 1275012 1404973 83888 95366 98565 1448936 1466211 1595372 0 0 X 1448936 1466211 1448936 1466211 1448936 1466211 1448936 17275 1466211 1466211 Publicly-traded Securities 416819 370787 46032 46032 46032 1151 1151 1151 12 0 1200 1212 X 0 61 61 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Rebecca Larson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Charles Oliver Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Christopher Ryan Oliver Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Mary Katherine Oliver Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 0.0 0 0 0 Richard B Oliver Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 Elizabeth Ellen Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 0.0 0 0 0 1602991 23647 0 1626638 0 1626638 24400 1602238 80112 80112 1151 1151 78961 78961 78961 65501 0 0 0 0 65501 78961 61416 65501 61416 4085 0 0 74876 0 0 Christopher Ryan Oliver Richard B Oliver X STOP THE ADDICTION FATALITY EPIDEMIC - SAFE - PROJ 3118 WASHINGTON BLVD BOX 101734 ARLINGTON VA 22201 N/A PC General & Unrestricted 50096 50096 14 14 14 59745 18 46032 105791 105791 false false false false false false false false false false ACCENTURE CAPITAL INC - 4.050% 4998 4851 AMGEN INC - 2.450% - 02/21/203 2602 2652 ASTRAZENECA - 1.375% - 08/06/2 3274 3331 ASTRAZENECA FINANCE LLC - 4.85 3001 3006 AT&T - 2.250% - 02/01/2032 1605 1654 AT&T, INC - 1.700% - 03/25/202 4563 4820 BK OF AMERICA CORP - 1.658% - 4463 4818 BK OF AMERICA CORP MTN - 1.197 4465 4858 BLACKROCK INC - 1.900% - 01/28 3313 3371 BP CAP MKTS AMER INCSER B - 3. 1943 1955 BP CAPITAL MARKETS AMERICA INC 3999 3943 CITIGROUP INC - 2.520% - 11/03 2405 2501 CITIGROUP INC NOTE - 1.462% - 6172 6664 COMCAST COPR - 5.300% - 06/01/ 2001 2000 CVS HEALTH CORP - 5.400% - 06/ 1999 2001 EQUINOR ASA - 2.375% - 05/22/2 3479 3549 EQUINOR ASA - 3.125% - 04/06/2 920 922 GOLDMAN SACHS GROUP INC - 2.38 1594 1669 GOLDMAN SACHS GROUP INC NOTE - 4430 4744 GOLDMAN SACHS GROUP INC SR GLO 4435 4800 JP MORGAN CHASE - 1.578% - 04/ 2674 2880 JP MORGAN CHASE - 2.545% - 11/ 2437 2531 JPMORGAN CHASE &CO NT - 1.470% 2625 2838 ORACLE CORP - 2.950% - 04/01/2 1697 1806 ORACLE CORP NOTE CALL MAKE WHO 2691 2893 PHILP MORRIS INTL - 4.875% - 0 3973 3995 PHILP MORRIS INTL - 5.250% - 0 3930 3955 SHELL FIN US INC - 2.750% - 04 4608 4494 US BANCORP - 2.677% - 01/27/20 5070 5064 ACI WORLDWIDE INC 353 812 ADOBE SYSTEMS, INC 1602 1796 ADVANCED ENERGY IND INC 814 847 AGILENT TECHNOLOGIES INC 1108 1101 AIRBNB 2142 2033 ALCON INC 1094 1376 ALLEGRO MICROSYSTEMS ORD SHS 799 634 ALPHABET INC CL A 2122 3249 AMAZON COM 3150 6918 AMER INTERNATIONAL GROUP INC 1495 1468 AMERICAN BEACON AHL MNGD FUTUR 48697 46711 AMERICAN HOMES 4 RENT 788 772 AMERICAN WATER WORKS COMPANY I 1554 1430 AMERIPRISE FINANCIAL INC 1006 2608 AMGEN INC 1382 1524 AMICUS THERAPEUTICS INC 610 467 ANSYS INC 2043 1837 APPLIED IDNS TECH 395 438 ARCOSA INC 732 1135 ARES MANAGEMENT CORPORATION 1643 2006 ARGENX SE 941 1507 ARMADA HOFFLER PROPERTIES INC 629 573 ARTISAN INTERNATIONAL VALUE FU 109284 141204 ATMOS ENERGY CORP 1865 2463 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 1765 3036 CABOT CP 262 241 CADENCE BANCORPORATION 1393 1585 CADENCE DESIGN SYSTEMS INC 2380 2335 CAPITAL ONE FINANCIAL CORP 1276 2096 CARLISLE COS INC 506 1243 CARRIER GLOBAL 769 754 CASELLA WASTE SYSTEMS INC 934 1693 CENTERSPACE 841 749 CHAMPIONX CORP 686 533 CHART INDUSTRIES, INC 652 774 CHEWY INC 670 836 CHIPOTLE MEX GRILL 1949 1828 CLEAN HARBORS, INC 787 1089 COLUMBIA BANKING SYSTEM, INC 1238 1243 COMMERCE BANCSHARES, INC 924 848 CONFLUENT, INC 400 453 CONMED CORPORATION 666 613 CONSTELLATION BRANDS INC 1172 1089 CORE AND MAIN INC 872 1413 CORTEVA INC 1543 1968 COTERRA ENERGY INC 1085 1458 CRANE NXT ORD SHS 678 630 CRINETICS PHARMACEUTICALS INC 276 374 CULLEN FROST BANKERS INC 848 1128 CURTISS WRIGHT CP 1005 2656 DANAHER CORP 4045 3913 DATADOG INC 1079 1213 DECKERS OUTDOOR CORPORATION 483 1074 DOCUSIGN INC 667 847 DOLBY LABORATORIES 724 649 DORMAN PRODUCTS INC 406 449 DOXIMITY ORD SHS CLASS A 249 246 DYNATRACE 1481 1836 EASTGROUP PROPERTIES INC 550 650 ECOLAB INC 2859 2875 ELASTIC NV 395 355 ELEMENT SOLUTIONS INC 859 1119 EMCOR GROUP INC 454 1110 ENCOMPASS HEALTH CORPORATION 744 1016 ENTEGRIS INC 1025 958 EQT CORPORATION 483 564 EQUITY LIFESTYLE PRP 1111 1149 ETSY INC 915 572 EXLSERVICE HOLDINGS INC 1341 1902 EXPEDIA INC 1130 1455 FEDERAL SIGNAL CORP 543 924 FEDERATED HERMES CORPORATE BON 17456 17796 FEDERATED HERMES HIGH YIELD ST 3356 3507 FEDERATED HERMES INTERNATIONAL 6532 6499 FEDERATED HERMES MORTGAGE STRA 120143 117408 FLOWSERVE CP 647 892 FORTIVE CORPORATION 870 902 FULLER H B CO 717 877 GALLAGHER ARTHUR J & CO 2297 2483 GEN DYNAMICS CP 828 1420 GENERAL ELECTRIC CO 1260 1163 GITLAB INC 881 968 GODADDY INC 497 1270 GOLDMAN SACHS GQG PARTNERS INT 126814 141735 GRACO INC 635 633 GRAPHIC PACKAGING CORP COM STK 711 824 HAMILTON LANE INC 545 664 HANOVER INS GROUP 803 1037 HONEYWELL INTL 1642 1601 HOULIHAN LOKEY INC 660 758 HUBBELL INCORPORATED 725 901 HUBSPOT INC 1025 1353 HYATT HOTELS CORP 877 1148 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 1193 INTUIT 3774 3785 INTUITIVE SURGICAL 1153 1277 ISHARES CORE MSCI EMERGING MAR 46944 46267 ISHARES TRUST RUSSELL 1000 GRO 44739 83930 ISHARES TRUST RUSSELL 1000 VAL 40463 56280 JFROG 688 732 JOHN HANCOCK III V I 68234 64946 JPMORGAN HEDGED EQUITY SELECT 79151 113266 KBR INC 1067 902 KKR & CO INC 2978 4055 KLA TENCOR CORP 2008 1586 KNIGHT SWIFT TRANSPORTATION HO 356 362 LA Z BOY INC 1065 1117 LANTHEUS HOLDINGS INC 729 849 LATTICE SEMICONDUCTOR 1143 707 LENNAR CORP 1274 2127 LENNOX INTL INC 802 842 LINCOLN ELECTRIC HOLDING INC 621 561 LITTELFUSE, INC 1111 943 LOWES COMPANIES INC 1264 1465 MADRIGAL PHARMACEUTICALS 429 541 MAGNOLIA OIL + GAS CORPORATION 418 982 MANHATTAN ASSOCIATES INC 787 879 MARTIN MARIETTA MATLS INC 1108 1805 MARVELL TECHNOLOGY, INC 2202 3560 MATADOR RESOURCES COMPANY 430 1407 MEDTRONIC PLC 1410 977 MERCK & CO INC 1411 1423 MICHELIN CIE GEN UNSP/ADR 1357 1180 MICROCHIP TECHNOLOGY INC 1629 1244 MICROSOFT CORP 5520 8636 MITSUBISHI UFJ FINANCIAL GROUP 604 1406 MODINE MFG CO 269 263 MONGODB INC CL A 1338 797 MONOLITHIC POWER SYSTEMS, INC 2373 1759 MSCI INC 1320 1566 MUELLER IND INC 543 622 MURPHY USA INC 815 819 NETSTREIT 651 541 NEUROCRINE BIOSCIENCES, INC 805 1088 NEW YORK TIMES CO CL A 770 958 NORDSON CP 815 687 NVIDIA CORP 6129 6577 OLD NATIONAL BANCORP 810 1049 OPTION CARE HEALTH INC 370 252 OSHKOSH CORP 992 897 PARKER HANNIFIN CP 1358 2991 PATRICK IND INC 412 260 PIMCO INCOME FUND P CLASS 349626 309540 PLEXUS CORPORATION INC 935 1622 PNC FINANCIAL GROUP INC 1262 1479 POWER INTEGRATIONS, INC 667 447 PROCEPT BIOROBOTICS 267 296 PROCORE TECHNOLOGIES INC 765 775 PROCTER GAMBLE CO 1140 1435 PROGRESSIVE CORP OHIO 2722 3076 QUALCOMM INC 1662 1719 RENAISSANCERE HOLDINGS LTD 766 890 RPM INTERNATIONAL INC 1159 1603 SAREPTA THERAPEUTICS INC 620 677 SERVICE CP INTL 654 717 SERVICE NOW 1252 3450 SIMPLICITY BANCORP INC 727 934 SMITH A O CORP DEL COM 822 767 SONY GROUP CORP 1731 1764 SPRINGWORKS THERAPEUTICS INC 547 646 SPROUTS FARMERS MARKET INC 471 591 STIFEL FINANCIAL CP 1525 2688 SYNNEX CORP 672 878 SYNOVUS FINL CP 1033 1434 TAPESTRY INC 726 1417 TELEDYNE TECH INC 1302 1433 TEXAS ROADHOUSE, INC 669 702 THE BLACKSTONE GROUP INC CL A 1117 1660 THE COCA-COLA CO 1127 1404 THE TRADE DESK INC 626 569 THERMO FISHER SCIENTIFIC INC 1561 1418 TIDEWATER INC 731 405 TOPBUILD CORP 539 625 TOTALENERGIES SE 1576 1374 TRIMBLE NAV LTD 1054 1196 TYLER TECHNOLOGIES, INC 1170 1641 UBER 2562 2191 US BANCORP 1211 1700 US FOODS HOLDING CORPORATION 890 1619 VALVOLINE INC 399 362 VERALTO CORPORATION 1658 1695 VERISK ANALYTICS, INC 1656 1677 VERIZON COMMUNICATIONS 1433 1362 VERRA MOBILITY CORPORATION 567 471 VIKING THERAPEUTICS INC 282 159 VISA INC 2615 3692 WEST PHARMA SVCS INC 2174 2250 WILLSCOT MOBILE MINI CL A 794 601 WINGSTOP INC 698 1034 WINTRUST FINANCIAL CORPORATION 625 832 WORKDAY INC 1622 1829 XCEL ENERGY INC 1392 1414 XENON PHARMACEUTICALS 309 303 XYLEM INC 1371 1506 ZEBRA TECHNOLOGIES CORP 764 1052 78510 74511 Administrative Fees 15380 15380 State or Local Filing Fees 25 25 Investment Management Services 23004 23004 We 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. Foreign Tax Paid 11 11