2023-02-15T16:41:01-06:00 2021-12-31 263968745 Walton Rahal CPAs 2101 NW Boca Raton Blvd Ste 5 Boca Raton FL 334317498 990PF 2021-01-01 412061167 The Evelyn V McPherson Foundation Inc John J Raymond Jr President EVEL 5616598660 251 Royal Palm Way Suite 215 Palm Beach FL 33480 R Keith Walton CPA Treasurer 5616598660 2023-02-14 1 R Keith Walton CPA 999009999 Matthew L Rahal CPA P01685089 5613956653 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X 5593339 X X 106742 106742 819392 1373278 819392 47350 47350 973484 973484 0 0 0 17863 13398 4465 6000 4500 1500 21915 21915 0 9473 9473 0 69 69 0 11256 0 11256 128 0 128 66704 49355 17349 179790 179790 246494 49355 197139 726990 924129 68325 64904 64904 330377 233249 233249 4918 4483 4483 478015 808998 980930 706999 831940 849013 200000 200000 3201041 2976443 2976443 496995 484317 484317 5286670 5404334 5593339 1439920 654794 1439920 654794 X 3846750 4749540 3846750 4749540 5286670 5404334 3846750 726990 201635 4775375 25835 4749540 522 Laurel Lane, Newland, NC 28657 P 2011-05-12 2021-06-08 270000 301534 -31534 -31534 1 shs GSE Bonds AntiTrust Litigation 2001-01-01 2021-09-27 47 25 22 22 9 shs Amgen Inc 2000-12-31 2021-11-19 1846 2176 -330 -330 41 shs Booz Allen Hamilton Holdings 2000-12-31 2021-02-16 3338 3238 100 100 26 shs Booz Allen Hamilton Holdings 2000-12-31 2021-05-14 2156 2053 103 103 6 shs Bristol-Myers Squibb Co 2000-12-31 2021-10-14 347 358 -11 -11 63 shs Bristol-Myers Squibb Co 2000-12-31 2021-10-14 3639 3764 -125 -125 19 shs Dollar General Corp 2000-12-31 2021-05-14 3910 3938 -28 -28 24 shs Eversource Energy 2000-12-31 2021-11-19 2007 2163 -156 -156 37 shs FMC Corporation New 2000-12-31 2021-08-17 3368 4016 -648 -648 6 shs Home Depot Inc Com 2000-12-31 2021-11-19 2453 1634 819 819 8 shs Honeywell Intl Inc 2000-12-31 2021-01-12 1663 1263 400 400 8 shs Honeywell Intl Inc 2000-12-31 2021-02-16 1623 1263 360 360 14 shs Honeywell Intl Inc 2000-12-31 2021-05-14 3161 2210 951 951 18 shs Honeywell Intl Inc 2000-12-31 2021-09-16 3953 2842 1111 1111 5 shs Lockheed Martin Corp 2000-12-31 2021-08-17 1796 1908 -112 -112 23 shs Merck & Co Inc 2000-12-31 2021-02-16 1708 1842 -134 -134 8 shs Microsoft Corp 2000-12-31 2021-08-17 2340 1658 682 682 0.4 shs Organon & Co 2000-12-31 2021-06-11 12 15 -3 -3 5 shs Organon & Co 2000-12-31 2021-06-15 154 189 -35 -35 13 shs Pepsico Inc 2000-12-31 2021-02-16 1748 1787 -39 -39 100000 shs Pepsico Inc Ser Unsec 2015-04-08 2021-08-25 100000 105372 -5372 -5372 64 shs Phillips 66 2000-12-31 2021-11-19 4598 3830 768 768 17 shs Price T Rowe Group Inc 2000-12-31 2021-08-17 3628 2349 1279 1279 50000 shs Prudential Financial Inc 2016-06-29 2021-08-30 53991 52335 1656 1656 22 shs Wec Energy Group Inc 2000-12-31 2021-02-16 1785 2124 -339 -339 204 RPW, LLC Schedule K-1 - Section 1231 gain P 123215 123215 123215 Palm Beach RE, LLC - capital gain P 28500 28500 28500 204 RPW, LLC - liquidation capital gain P 115300 115300 115300 Reference LEQ Holdings, LLC P 40000 40000 40000 Reference R. Scalesse note receivable P 48000 -48000 -48000 Reference sale of Conroy note receivable P 493441 493441 493441 Reference E.L. Trust reserve P 89582 89582 89582 Reference Hartman P 1000 1000 1000 Capital Gains Dividends P 6969 6969 6969 819392 12845 0 12845 0 12845 4483 0 0 0 4483 0 8362 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 N/A R Keith Walton CPA 5613956653 2101 NW Boca Raton Blvd Ste 5 Boca Raton FL 334317498 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 John J Raymond 251 Royal Palm Way Ste 215 Palm Beach FL 33480 President 5.00 0 0 0 R Keith Walton 2101 NW Boca Raton Blvd Ste 5 Boca Raton FL 33431 Treasurer 1.00 0 0 0 Connie McKenzie 251 Royal Palm Way Ste 215 Palm Beach FL 33480 Secretary 1.00 0 0 0 Beverlee Miller Raymond 251 Royal Palm Way Ste 215 Palm Beach FL 33480 Director 1.00 0 0 0 Brenda McAdams 251 Royal Palm Way Ste 215 Palm Beach FL 33480 Director 1.00 0 0 0 NONE 0 NONE 0 0 4984899 348427 0 5333326 0 0 5333326 80000 5253326 262666 262666 12845 12845 249821 0 249821 0 249821 197139 0 197139 249821 0 0 241173 164614 217858 4854 628499 197139 0 0 0 197139 0 52682 52682 575817 0 0 0 0 0 0 188491 387326 164614 217858 4854 X Aging Life Care Association 3275 W Ina Road Suite 130 Tucson AZ 85741 501(c)(3) unrestricted donations 20000 Boys and Girl Club of Palm Beach County 800 Northpoint Parkway Suite 204 West Palm Beach FL 33407 501(c)(3) unrestricted donations 15000 Center for Creative Education 425 24th St West Palm Beach FL 33407 501(c)(3) unrestricted donations 5000 Chamber of Music Society of Palm Beach 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 48500 Extraordrinary Charities 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 10000 Linville Central Rescue Squad 1940 Linville Falls Hwy Newland NC 28657 501(c)(3) unrestricted donations 200 Palm Beach County Bar Association PO Box 17726 West Palm Beach FL 33416 501(c)(3) unrestricted donations 600 Pediatric Oncology Support Team 5325 Greenwood Ave 301 West Palm Beach FL 33407 501(c)(3) unrestricted donations 1000 South Shore University Hospital 301 East Main Street Bay Shore NY 11706 501(c)(3) unrestricted donations 10000 The Glades Project 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 44490 Digital Vibez Inc 2635 Old Okeechobee Rd West Palm Beach FL 33409 501(c)(3) unrestricted donations 15000 Ronald McDonald House of Long Island 267-07 76th Ave Queens NY 11040 501(c)(3) unrestricted donations 10000 179790 0 14 106742 532420 18 47350 18 819392 0 973484 0 973484 0 0 0 0 0 0 0 0 0 0 Accounting 6000 4500 1500 The Evelyn V. McPherson Foundation, Inc. is not required to file a Florida tax return, Form F-1120, because the foundation did not have "unrelated trade or business taxable income" according to IRC section 512 or not required to file Form 990-T with the IRS. PNC Bank N.A. as nominee - fixed income investment 831940 849013 PNC Bank N.A. as nominee - equity investment 808998 980930 Palm Beach RE LLC AT COST 234317 234317 Zanfed LLC - Investment AT COST 250000 250000 Legal 17863 13398 4465 Life Insurance Premiums 25400 Federal taxes 435 Bank fees 128 0 128 Palm Beach RE, LLC - ordinary income 3600 3600 3600 Palm Beach RE, LLC - guaranteed payment 43750 43750 43750 Life insurance cash proceeds 43700 Adjustment in Palm Beach RE, LLC capital basis-from Sec. 704(b) to tax basis 157935 PNC line of credit 604794 604794 Due to ASKK 493441 0 E.L. Trust reserve 91685 0 Note in transit 200000 0 Due to Palm Beach RE LLC 50000 50000 Assets under management fee 21915 21915 0 Other taxes 69 69 0