BETA

WILLIAM C & JANI E MCCORMICK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAM C & JANI E MCCORMICK FOUNDATION (EIN 93-1159949)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349106600
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T14:30:50-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930928924PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PERKINS & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11211 SW FIFTH AVE SUITE 1000AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972043710ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931159949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM C & JANI E MCCORMICKBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone5032217579PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11980 WILLAMETTE FALLS DR SUITE 120AddressLine1Txt
CityWEST LINNCityNm
State AbbreviationORStateAbbreviationCd
ZIP97068ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM C MCCORMICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5032217579PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastMCCORMICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCYNTHIA P BARTHOLOMEWPreparerPersonNm
PTINP01313965PTIN
Phone5032210336PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$241,883FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$208,809ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,877DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,877DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,131NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$163,519GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,131CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$211,817TotalRevAndExpnssAmt
Total Net Invst Incm$3,008TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,595AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,615TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,615TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,615TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$200,202ExcessRevenueOverExpensesAmt
Net Investment Income$3,008NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,020SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,925SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,925SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$89,011CorporateStockEOYAmt
Corporate Stock EOYFMV$101,160CorporateStockEOYFMVAmt
Other Investments BOY$24,199OtherInvestmentsBOYAmt
Other Investments EOY$128,485OtherInvestmentsEOYAmt
Other Investments EOYFMV$131,798OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,219TotalAssetsBOYAmt
Total Assets EOY$226,421TotalAssetsEOYAmt
Total Assets EOYFMV$241,883TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$26,219RetainedEarningBOYAmt
Retained Earning EOY$226,421RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$26,219TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$226,421TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,219TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$226,421TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,219TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$200,202ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$226,421SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$226,421TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$22,466$24,199-$1,733-$1,733
PUBLICLY TRADED SECURITIESP$141,053$138,189$2,864$2,864
FieldValueIRS element (for citing)
Capital Gain Net Income$1,131CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$42SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,965EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,965TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,923OverpaymentAmt
Applied To ES Tax$1,923AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM C MCCORMICKIndividualWithBooksNm
Phone5032217579PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11980 WILAMETTE FALLS DR SUITE 120AddressLine1Txt
CityWEST LINNCityNm
State AbbreviationORStateAbbreviationCd
ZIP97068ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM C MCCORMICK
1980 WILLAMETTE FALLS DR SUITE 120WEST LINNOR97068PRES/SECRETARY/TREASURER/BOARD MEMBER10.00$0$0$0
JANI E MCCORMICK
1980 WILLAMETTE FALLS DR SUITE 120WEST LINNOR97068BOARD MEMBER2.00$0$0$0
KEITH H MEYERS
1211 SW FIFTH AVE SUITE 1000PORTLANDOR97204BOARD MEMBER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$173,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,748AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$199,467TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$199,467AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,992CashDeemedCharitableAmt
Net Vl Noncharitable Assets$196,475NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,824MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,824MinimumInvestmentReturnAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Total Tax$42TotalTaxAmt
Distributable Before Adj$9,782DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,782DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,782DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,615ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$11,615QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,782DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,270ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,770ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,004ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,044TotalExcessDistributionCyovAmt
Qualifying Distributions$11,615QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,782AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,833RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,877TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,877ExcessDistriCyovToNextYrAmt
Excess From Year3$1,270ExcessFromYear3Amt
Excess From Year2$5,770ExcessFromYear2Amt
Excess From Year1$2,004ExcessFromYear1Amt
Excess From Current Year$1,833ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM C MCCORMICKContributingManagerNm
Contributing ManagerJANI E MCCORMICKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM C MCCORMICKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11980 WILLAMETTE FALLS DR SUITE 120AddressLine1Txt
CityWEST LINNCityNm
State AbbreviationORStateAbbreviationCd
ZIP97068ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5032217579RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA FOR CHILDREN INC
1401 NE 68TH AVEPORTLANDOR97213N/APCGENERAL OPERATING SUPPORTGENERAL OPERATING SUPPORT$2,000
CHILDREN'S CANCER ASSOCIATION
1200 NW NAITO PKWY SUITE 140PORTLANDOR97209N/APCGENERAL OPERATING SUPPORT$2,000
PARROTT CREEK CHILD & FAMILY SERVICES
1001 MOLALLA AVE SUITE 209OREGON CITYOR97045N/APCGENERAL OPERATING SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,877ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,131ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,008ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,008TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM C AND JANI E MCCORMICKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11980 WILLAMETTE FALLS DRIVE SUITE 1AddressLine1Txt
CityWEST LINNCityNm
State AbbreviationORStateAbbreviationCd
ZIP97068ZIPCd
FieldValueIRS element (for citing)
Total Contributions$208,809TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,595Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,595DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
31 UNITS ACTIVISION BLIZZARD INC (ATVI)$1,997$2,062
1 UNIT ALPHABET CL A (GOOGL)$2,081$2,897
2 UNITS AMAZON COM INC (AMZN)$6,352$6,669
13 UNITS AMERICAN EXPRESS CO (AXP)$1,661$2,127
24 UNITS APPLIED MATERIALS INC (AMAT)$2,722$3,777
51 UNITS BRISTOL MYERS SQUIBB CO (BMT)$3,040$3,180
47 UNITS CENTENE CORPORATION (CNC)$2,823$3,873
26 UNITS CHARLES SCHWAB NEW (SCHW)$1,459$2,187
15 UNITS CHUBB LTD (CB)$2,485$2,900
38 UNITS COLGATE PALMOLIVE CO (CL)$2,985$3,243
8 UNITS CONSTELLATION BRANDS INC CL A (STZ)$1,849$2,008
70 UNITS CORTEVA INC (CTVA)$3,032$3,310
30 UNITS FISERY INC COM (FISV)$3,376$3,114
112 UNITS GAP INC(GPS)$2,724$1,977
8 UNITS GOLDMAN SACHS GRP INC (GS)$2,407$3,060
19 UNITS JPMORGAN CHASE & CO (JPM)$2,640$3,009
31 UNITS KKR & CO INC CL A (KKR)$1,488$2,310
13 UNITS L3HARRIS TECHNOLOGIES INC (LHX)$2,447$2,772
41 UNITS MARVELL TECHNOLOGY GROUP LTD (MRVL)$1,958$3,588
7 UNITS MASTERCARD INC CL A (MA)$2,482$2,515
20 UNITS MEDTRONIC PLC SHS (MDT)$2,320$2,069
13 UNITS MOTOROLA SOLUTIONS INC (MSI)$2,359$3,532
42 UNITS PENN NATIONAL GAMING, INC (PENN)$2,461$2,178
48 UNITS PRINCIPAL FINL GROUP INC (PFG)$2,714$3,472
35 UNITS RAYTHEON TECHNOLOGIES CORP (RTX)$2,626$3,012
23 UNITS SEMPRA (SRE)$2,893$3,042
12 UNITS SKYWORKS SOLUTIONS INC (SWKS)$2,193$1,862
33 UNITS SYSCO CORP (SYY)$2,501$2,592
14 UNITS TE CONNECTIVITY LTD NEW (TEL)$1,787$2,259
29 UNITS TJX COS INC NEW (TJX)$1,994$2,202
52 UNITS US BANCORP COM NEW (USB)$2,610$2,921
69 UNITS UBER TECHNOLOGIES INC (UBER)$3,663$2,893
13 UNITS UNION PACIFIC CORP (UNP)$2,820$3,275
15 UNITS UNITED PARCEL SER INC CL-B (UPS)$2,474$3,215
24 UNITS WELLTOWER INC (WELL)$1,588$2,058

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
250 UNITS VANGUARD FTSE DEVELOPED MKTS E (VEA)AT COST$13,110$12,765
215 UNITS VANGUARD INDEX FDS S&P 500 ETF (VOO)AT COST$89,609$93,863
50 UNITS VANGUARD MID-CAP ETF INDEX (VO)AT COST$12,859$12,739
55 UNITS VANGUARD SMALL CAP ETF (VB)AT COST$12,907$12,431

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOREGON CHARITABLE RENEWAL FEEDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$20DisbursementsCharitablePrpsAmt

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