2026-07-31T09:01:10-05:00 2026-03-31 270855205 LERROSARBEY PLLC 1499 W PALMETTO PARK RD STE 107 BOCA RATON FL 33486 990PF 2025-04-01 592485282 OSBORNE-WHITE FOUNDATION INC OSBO 5613918866 550 SE 5TH AVENUE APT 503S BOCA RATON FL 334325597 TOM OSBORNE PRES-DIRECTOR 5613918866 2026-07-01 1 SUSAN DAVIS P00113190 5619950064 2026-07-01 2025 2025-03-06 01:10:19Z X 2581739 X X 3990 3990 40805 40805 733869 1824716 733869 778664 778664 0 0 0 5860 0 5860 3392 3392 0 9662 51 0 18914 3443 5860 311000 311000 329914 3443 316860 448750 775221 2 2 143746 107822 107822 158223 174607 299889 1625817 2094105 2174026 1927786 2376536 2581739 0 0 X 2035854 2035854 0 0 -108068 340682 1927786 2376536 1927786 2376536 1927786 448750 0 2376536 0 2376536 SALES OF SECURITIES-BESSEMER(8M5984)-LT P 1824709 1090847 733862 733862 LT CAP GAIN DISTRIB P 7 7 7 733869 10776 0 10776 0 10776 5760 0 0 0 5760 0 5016 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 2637144 95117 0 2732261 0 0 2732261 40984 2691277 134564 134564 10776 10776 123788 0 123788 0 123788 316860 0 316860 123788 0 0 353344 30545 518802 216590 380868 1500149 316860 0 0 0 123788 193072 0 0 1693221 0 0 0 0 0 0 353344 1339877 30545 518802 216590 380868 193072 MARY THOM OSBORNE X GEORGIA TENNIS FOUNDATION 116 MARBLE MILL RD NW MARIETTA GA 30060 NONE NC ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 1000 PALM BEACH COUNTY FOOD BANK 701 BOUTWELL RD SUITES LAKE WORTH BEACH FL 33461 NONE NC ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 25000 ST GREGORY'S EPISCOPAL CHURCH 100 NE MIZNER BLVD BOCA RATON FL 33432 NONE NC ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 200000 ATLANTA YOUTH ACADEMY 2120 FORREST PARK RD SE ATLANTA GA 30315 NONE NC ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 10000 LYNN UNIVERSITY 3601 N MILITARY TRL BOCA RATON FL 33431 NONE NC ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 50000 OPEN HAND 1380 WEST MARIETTA ST NW ATLANTA GA 30318 NONE NC ORGANIZATION'S QUALIFIED CHARITABLE PURPOSE 25000 311000 0 14 3990 14 40805 18 733869 0 778664 0 778664 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5860 0 5860 ALPHABET INC CLASS C 2676 18072 AMAZON.COM INC 4986 12912 AMEREN CORP 2859 4396 APPLE INC 2626 17511 ASML HOLDING 1793 5147 BANK OF AMERICA CORP 3285 6386 CONOCOPHILIPS 1589 4488 COSTCO CORP 2920 4982 HILTON WORLDWIDE HOLDINGS 1244 3953 JP MORGAN 3642 7069 MERCADOLIBRE INC 1201 1729 META PLATFORMS INC 2680 9154 MICROSOFT CORP 4466 16287 NORTHROP GRUMMAN CORP 2561 4093 NVIDIA CORP 8063 25636 THERMO FISHER SCIENTIFIC 284 2457 UNITEDHEALTH GROUP INC 1497 1623 TAKE-2 INTERACTIVE 3143 3950 WALMART INC 2036 5344 BROOKFIELD ASSET MANAGEMENT 2236 3237 HOWMET AEROSPACE INC 656 4609 TRANSUNION 1593 1868 NEXTERA ENERGY INC 5227 6315 VISA INC 2305 8764 CENCORA INC 1113 1884 MCKESSON CORP 1583 2596 CRH PLC 2953 3889 MSCI INC 3538 3124 ABBVIE INC 6445 6624 APPLIED MATERIALS 2676 5810 BROADCOM INC 6419 9904 FORTINET INC 2276 2533 LIVE NATION ENTERTMNT INC 2540 2592 SPOTIFY TECHNOLOGY 4068 3394 BAKER HUGHES COMPANY 2483 3113 EXXON MOBIL 2401 3562 BERKSHIRE HATHAWAY 4546 4312 CAPITAL ONE FINANCIAL 4491 3648 INTERACTIVE BROKER 3964 3688 INTERCONTINENTAL EXCHG INC 3416 5347 CARDINAL HEALTH INC 2972 2958 ELI LILLY & CO 4327 3679 INTUITIVE SURGICAL 3365 3226 MEDLINE INC 2464 2492 BOEING COMPANY 1396 1194 CATERPILLAR INC 4224 4959 GE VERNOVA LLC 601 872 KOMATSU LTD 2372 2003 QUANTA SERVICES INC 437 549 REGAL REXNORD CORP 2266 2247 REPUBLIC SERVICES INC 4017 3942 XPO INC 3163 4085 INTEL CORP 1649 1500 LAM RESEARCH CORP 2445 2136 PALO ALTO NETWORKS INC 1842 1603 SERVICENOW INC 2033 1254 TAIWAN SEMI MFG CO 3602 4055 HEIDELBERG MATERIALS 941 826 HOLCIM LTD 1075 971 ISHARES MSCI JAPAN INDX 1870 1857 ISHRS MSCI EAFE IND FND 7066 7479 OW CREDIT INCOME FUND AT COST 154579 122174 OW FIXEDINCOMEFUND AT COST 686336 618886 OW TOTAL EQUITY FUND AT COST 1253190 1432966 BESSEMER FEES 3392 3392 0 FOREIGN TAXES AND FEES 51 51 0 FEDERAL INCOME TAXES 9611 0 0