2025-05-30T15:44:34-05:00 2025-03-31 270855205 LERROSARBEY PLLC 1499 W PALMETTO PARK RD STE 107 BOCA RATON FL 33486 990PF 2024-04-01 592485282 OSBORNE-WHITE FOUNDATION INC OSBO 5613918866 550 SE 5TH AVENUE APT 503S BOCA RATON FL 334325597 MARY THOM OSBORNE PRES-DIRECTOR 5613918866 2025-05-13 1 1 SUSAN DAVIS P00113190 5619950064 2025-05-13 2024 2025-03-06 01:10:19Z X 2619069 X X 2710 2710 40985 40985 371930 655285 371930 66 66 415691 415691 0 0 0 11820 0 11820 2958 2958 0 1981 61 0 16759 3019 11820 507000 507000 523759 3019 518820 -108068 412672 25209 143746 143746 141689 158223 269144 1868956 1625817 2206179 2035854 1927786 2619069 0 0 X 2035854 2035854 0 0 0 -108068 2035854 1927786 2035854 1927786 2035854 -108068 0 1927786 0 1927786 SALES OF SECURITIES-BESSEMER(8M5984)-LT P 568398 283355 285043 285043 LT CAP GAIN DISTRIB P 86887 86887 86887 371930 5736 0 5736 0 5736 1920 0 0 0 1920 35 3851 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A MARY THOM OSBORNE 5613918866 550 SE 5TH AVENUE APT 503S BOCA RATON FL 334325597 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY THOM OSBORNE 550 SE 5TH AVENUE APT 503S BOCA RATON FL 334325597 PRES-DIR. 1.00 0 0 0 MOLLY P OSBORNE 550 SE 5TH AVENUE APT 503S BOCA RATON FL 334325597 VP-TREAS. 1.00 0 0 0 MOLLY P OSBORNE 550 SE 5TH AVENUE APT 503S BOCA RATON FL 334325597 SECY 1.00 0 0 0 NONE 0 NONE 0 THE OSBORNE-WHITE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY ACTIVITY IS MAKING DONATIONS TO PRE-SELECTED CHARITABLE ORGANIZATIONS. 0 0 2830682 86849 0 2917531 0 0 2917531 43763 2873768 143688 143688 5736 5736 137952 0 137952 0 137952 518820 0 518820 137952 0 0 1114218 353344 30545 518802 216590 2233499 518820 0 0 0 137952 380868 0 0 2614367 0 0 0 0 0 0 1114218 1500149 353344 30545 518802 216590 380868 MARY THOM OSBORNE X GEORGIA TENNIS FOUNDATION 116 MARBLE MILL RD NW MARIETTA GA 30060 NONE EXEMPT ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 1000 HOME & HIPPO PHYSICAL THERAPY 5053 WOODSTONE CIR N LAKE WORTH FL 33463 NONE EXEMPT ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 25000 ST GREGORY'S EPISCOPAL CHURCH 100 NE MIZNER BLVD BOCA RATON FL 33432 NONE EXEMPT ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 200000 PALM BEACH COUNTY FOOD BANK 701 BOUTWELL RD SUITES LAKE WORTH BEACH FL 33461 NONE EXEMPT ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 5000 BOCA HELPING HANDS 1500 NW 1ST CT BOCA RATON FL 33432 NONE EXEMPT ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 25000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 3750 NW 87TH AVENUE SUITE 100 DORAL FL 33178 NONE EXEMPT ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 1000 BOCA RATON REGIONAL HOSPITAL 800 MEADOWS RD BOCA RATON FL 33486 NONE EXEMPT ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 250000 507000 0 14 2710 14 40985 66 18 371930 0 415625 66 415691 7 OTHER INCOME 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11820 0 11820 ALPHABET INC CLASS C 3312 11248 AMAZON.COM INC 5487 12366 AMEREN CORP 2859 4016 APPLE INC 2101 14660 ASML HOLDING 1793 2621 BANK OF AMERICA CORP 3904 6342 CONOCOPHILIPS 3225 5145 COSTCO CORP 2920 4728 DANAHER CORP 3546 4305 EATON CORP 1131 2174 HILTON WORLDWIDE HOLDINGS 1244 2958 JP MORGAN 4705 7604 LVMH MOET HENNESSY VUITTON 2728 3091 MERCADOLIBRE INC 2402 3901 META PLATFORMS INC 3476 10374 MICROSOFT CORP 4393 18394 NORTHROP GRUMMAN CORP 3821 4608 NVIDIA CORP 2999 12897 S&P GLOBAL INC 2493 4064 THERMO FISHER SCIENTIFIC 455 3980 UNITEDHEALTH GROUP INC 5328 8903 TAKE-2 INTERACTIVE 3070 5181 WALMART INC 2036 3774 SHCLUMBERGER LTD 5292 4180 BROOKFIELD ASSET MANAGEMENT 2971 3511 INTERCONTINENTAL EXCHANGE INC 3416 5865 HOWMET AEROSPACE INC 1142 4410 TRANSUNION 3673 4730 MOTOROLA SOLUTIONS INC 3535 6129 NEXTERA ENERGY INC 4054 3828 ALIMENTATION COUCHE-TARD 2603 2616 LOWES COS INC 2157 2332 FISERV INC 3577 5079 VISA INC 2305 10163 CENCORA INC 3706 5561 HEALTH CARE SELECT 0 3 MCKESSON CORP 3839 4710 BUILDERS FIRSTSOURCE INC 1010 624 COPART INC 1101 2263 GARTNER INC 3765 4197 MARVELL TECHNOLOGY INC 1198 1785 NXP SEMICONDUCTORS 2255 1710 CRH PLC 2114 2639 PROLOGIS INC 1260 1341 ASHTEAD GROUP 3687 2945 O'REILLY AUTO INC 2156 2865 APOLLO GLOBAL MANAGEMENT 2589 2327 CORPAY INC 2548 2441 MSCI INC 4737 4524 ABBVIE INC 5024 5028 APPLIED MATERIALS 2381 2031 BROADCOM INC 2507 2511 CONSTELLATION SOFTWARE 3081 3170 FORTINET INC 3123 4331 CBRE GROUP INC 1989 1961 OW ALL CAP CORE FD AT COST 131901 266012 OW CREDIT INCOME FUND AT COST 154579 122947 OW FIXEDINCOMEFUND AT COST 686336 619496 OW LARGECAPSTRATEGIESFUND AT COST 407174 838495 OW SMALL&MIDCAPFUND AT COST 245827 359229 OTHER INCOME 66 66 66 BESSEMER FEES 2958 2958 0 FOREIGN TAXES AND FEES 61 61 0 FEDERAL INCOME TAXES 1920 0 0