WILLIAM C & JANI E MCCORMICK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM C & JANI E MCCORMICK FOUNDATION (EIN 93-1159949)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349106967
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:21:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930928924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 SW FIFTH AVE SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931159949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM C & JANI E MCCORMICK | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5032217579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 WILLAMETTE FALLS DR SUITE 12 | AddressLine1Txt |
| City | WEST LINN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM C MCCORMICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5032217579 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | MCCORMICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARLEEN LUM | PreparerPersonNm |
| PTIN | P00881532 | PTIN |
| Phone | 5032210336 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $197,411 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,423 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $173 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $173 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,419 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,419 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,865 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $89,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,229 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $128,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,485 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $226,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $226,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $217,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $226,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $226,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $226,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,615 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,296 | OtherIncreasesAmt |
| Subtotal | $217,102 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $217,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $19,382 | $22,618 | -$3,236 | -$3,236 |
| PUBLICLY TRADED SECURITIES | P | $24,993 | $22,947 | $2,046 | $2,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,923 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,923 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,894 | OverpaymentAmt |
| Applied To ES Tax | $1,894 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM C MCCORMICK | IndividualWithBooksNm |
| Phone | 5032217579 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 WILAMETTE FALLS DR SUITE 120 | AddressLine1Txt |
| City | WEST LINN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM C MCCORMICK | ||||||||
| 1980 WILLAMETTE FALLS DR SUITE 120 | WEST LINN | OR | 97068 | PRES/SECRETARY/TREASURER/BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| JANI E MCCORMICK | ||||||||
| 1980 WILLAMETTE FALLS DR SUITE 120 | WEST LINN | OR | 97068 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KEITH H MEYERS | ||||||||
| 1211 SW FIFTH AVE SUITE 1000 | PORTLAND | OR | 97204 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $203,569 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $216,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $216,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,248 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $213,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29 | TotalTaxAmt |
| Distributable Before Adj | $10,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,634 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,270 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,004 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,166 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,270 | ExcessFromYear4Amt |
| Excess From Year3 | $5,770 | ExcessFromYear3Amt |
| Excess From Year2 | $2,004 | ExcessFromYear2Amt |
| Excess From Year1 | $1,833 | ExcessFromYear1Amt |
| Excess From Current Year | $4,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM C MCCORMICK | ContributingManagerNm |
| Contributing Manager | JANI E MCCORMICK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM C MCCORMICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 WILLAMETTE FALLS DR SUITE 120 | AddressLine1Txt |
| City | WEST LINN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032217579 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASA FOR CHILDREN INC | |||||||
| 1401 NE 68TH AVE | PORTLAND | OR | 97213 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| CHILDREN'S CANCER ASSOCIATION | |||||||
| 1200 NW NAITO PKWY SUITE 140 | PORTLAND | OR | 97209 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| PARROTT CREEK CHILD & FAMILY SERVICES | |||||||
| 1001 MOLALLA AVE SUITE 209 | OREGON CITY | OR | 97045 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 3101 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,494 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,190 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,304 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,304 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REG. 53.4942(A)-3(D)(2), THE WILLIAM C. & JANI E. MCCORMICK FOUNDATION HEREBY ELECTS TO APPLY THE CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEAR'S UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 28 UNITS ALPHABET CL A (GOOGL) | $2,865 | $2,470 |
| 26 UNITS AMAZON COM INC (AMZN) | $3,729 | $2,184 |
| 19 UNITS AMERICAN EXPRESS CO (AXP) | $2,474 | $2,807 |
| 18 UNITS APPLIED MATERIALS INC (AMAT) | $1,644 | $1,753 |
| 33 UNITS CENTENE CORPORATION (CNC) | $2,144 | $2,706 |
| 24 UNITS CHARLES SCHWAB NEW (SCHW) | $1,360 | $1,998 |
| 14 UNITS CHUBB LTD (CB) | $2,318 | $3,088 |
| 39 UNITS COLGATE PALMOLIVE CO (CL) | $3,061 | $3,073 |
| 12 UNITS CONSTELLATION BRANDS INC CL A (STZ) | $2,720 | $2,781 |
| 28 UNITS CORTEVA INC (CTVA) | $1,208 | $1,646 |
| 19 UNITS FISERY INC COM (FISV) | $1,994 | $1,920 |
| 8 UNITS GOLDMAN SACHS GRP INC (GS) | $2,407 | $2,747 |
| 23 UNITS JPMORGAN CHASE & CO (JPM) | $3,167 | $3,084 |
| 12 UNITS L3HARRIS TECHNOLOGIES INC (LHX) | $2,261 | $2,499 |
| 45 UNITS MARVELL TECHNOLOGY GROUP LTD (MRVL) | $2,008 | $1,667 |
| 8 UNITS MASTERCARD INC CL A (MA) | $2,856 | $2,782 |
| 36 UNITS MEDTRONIC PLC SHS (MDT) | $3,579 | $2,798 |
| 8 UNITS MOTOROLA SOLUTIONS INC (MSI) | $1,451 | $2,062 |
| 30 UNITS RAYTHEON TECHNOLOGIES CORP (RTX) | $2,204 | $3,028 |
| 18 UNITS SEMPRA (SRE) | $2,262 | $2,782 |
| 34 UNITS SYSCO CORP (SYY) | $2,584 | $2,599 |
| 16 UNITS TE CONNECTIVITY LTD NEW (TEL) | $2,009 | $1,837 |
| 31 UNITS TJX COS INC NEW (TJX) | $2,122 | $2,468 |
| 83 UNITS UBER TECHNOLOGIES INC (UBER) | $3,831 | $2,053 |
| 13 UNITS UNION PACIFIC CORP (UNP) | $2,820 | $2,692 |
| 16 UNITS UNITED PARCEL SER INC CL-B (UPS) | $2,664 | $2,781 |
| 24 UNITS WELLTOWER INC (WELL) | $1,610 | $1,573 |
| 57 UNITS WILLIAMS CO INC (WMB) | $1,815 | $1,875 |
| 7 UNITS ROCKWELL AUTOMATION INC (ROK) | $1,459 | $1,803 |
| 31 UNITS ONEOK INC (OKE) | $1,902 | $2,037 |
| 12 UNITS LABORATORY CP AMER HLDGS NEW (LH) | $2,663 | $2,826 |
| 24 UNITS INTERCONTINENTAL EXCHANGE INC (ICE) | $2,347 | $2,462 |
| 4 UNITS HUMANA INC (HUM) | $1,560 | $2,049 |
| 19 UNITS AMERICAN ELEC PWR CO INC (AEP) | $1,709 | $1,804 |
| 118 UNITS AIRBUS SE UNSPONSORED ADR (EADSY) | $2,945 | $3,495 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 250 UNITS VANGUARD FTSE DEVELOPED MKTS E (VEA) | AT COST | $13,110 | $10,493 |
| 215 UNITS VANGUARD INDEX FDS S&P 500 ETF (VOO) | AT COST | $89,609 | $75,538 |
| 50 UNITS VANGUARD MID-CAP ETF INDEX (VO) | AT COST | $12,859 | $10,191 |
| 55 UNITS VANGUARD SMALL CAP ETF (VB) | AT COST | $12,907 | $10,095 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OREGON CHARITABLE RENEWAL FEE | Desc |
| Revenue And Expenses Per Books | $173 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $173 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $2,296 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,419 | Amt |
| Net Investment Income | $1,419 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments