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Nonprofit · EIN 43-6859254

THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION

Tax-exempt · NIXA, MO 65714

Financials

$324K$684K2023$1.6M$734K2024
Revenue Expenses · by fiscal year end
Financials of THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,589,006$734,036$854,970$11,617,792$0$11,617,792
December 31, 2023990-PF$323,675$684,033-$360,358$10,734,898$0$10,734,898
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1
Dividends
$247,342
Interest
$210,909
Net gain from sales of assets
$1,130,754

Expenses

Grants and similar amounts paid
$645,450
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$648,850
Excise tax on investment income
$21,293

Balance sheet and other

Total assets, start of year
$10,734,898
Total assets, end of year
$11,617,792
Total liabilities, end of year
$0
Net assets, end of year
$11,617,792
Fair market value of assets
$17,274,825
Qualifying distributions
$648,850
Net investment income
$1,589,005

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHARLES H O'REILLY JR
1898 NORTH MONET ROAD, NIXA, MO 65814
TRUSTEE1$0
MARY BETH O'REILLY
1898 NORTH MONET ROAD, NIXA, MO 65814
TRUSTEE1$0
PATRICK E O'REILLY
2808 S INGRAM MILL SUITE A100, SPRINGFIELD, MO 65804
TRUSTEE1$0
TIMOTHY B O'REILLY
2808 S INGRAM MILL SUITE A100, SPRINGFIELD, MO 65804
TRUSTEE1$0
RYAN C O'REILLY
2808 S INGRAM MILL SUITE A100, SPRINGFIELD, MO 65804
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CHARLES H O'REILLY JR
1898 NORTH MONET ROAD, NIXA, MO 65814
TRUSTEE1$0
MARY BETH O'REILLY
1898 NORTH MONET ROAD, NIXA, MO 65814
TRUSTEE1$0
PATRICK E O'REILLY
2808 S INGRAM MILL SUITE A100, SPRINGFIELD, MO 65804
TRUSTEE1$0
TIMOTHY B O'REILLY
2808 S INGRAM MILL SUITE A100, SPRINGFIELD, MO 65804
TRUSTEE1$0
RYAN C O'REILLY
2808 S INGRAM MILL SUITE A100, SPRINGFIELD, MO 65804
TRUSTEE1$0

Address and contacts

Address (IRS master file)
1898 MONET RD, NIXA, MO 65714-7327
In care of
% CHARLES H AND MARY BETH OREILLY J
Signed the 990-PF
CHARLIE O'REILLY, DIRECTOR
Phone
(417) 725-3391
Return prepared by
THE WHITLOCK COMPANY LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6859254
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,617,792
Income (IRS master file)
$1,721,441

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,589,006$734,036$11,617,792XML
990-PFDecember 2023$323,675$684,033$10,734,898XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6859254).

Questions about THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION

What is the EIN of THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION?
The employer identification number (EIN) of THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION is 43-6859254.
Is THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does THE@CHARLIE AND MARY BETH OREILLY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,589,006, expenses of $734,036 and total assets of $11,617,792 at year end.

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