2022-11-15T14:30:50-06:00 2021-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990PF 2021-01-01 931159949 WILLIAM C & JANI E MCCORMICK FOUNDATION WILL 5032217579 1980 WILLAMETTE FALLS DR SUITE 120 WEST LINN OR 97068 WILLIAM C MCCORMICK PRESIDENT 5032217579 2022-11-15 1 WILLIAM MCCORMICK 999009999 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 241883 X 208809 1877 1877 1131 163519 1131 211817 3008 0 0 0 5595 0 5595 20 0 20 5615 0 5615 6000 6000 11615 0 11615 200202 3008 2020 8925 8925 0 89011 101160 24199 128485 131798 26219 226421 241883 0 0 X 0 0 0 0 26219 226421 26219 226421 26219 226421 26219 200202 0 226421 0 226421 PUBLICLY TRADED SECURITIES P 22466 24199 -1733 -1733 PUBLICLY TRADED SECURITIES P 141053 138189 2864 2864 1131 42 0 42 0 42 1965 0 0 0 1965 0 1923 1923 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A WILLIAM C MCCORMICK 5032217579 1980 WILAMETTE FALLS DR SUITE 120 WEST LINN OR 97068 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 173719 25748 0 199467 0 0 199467 2992 196475 9824 9824 42 42 9782 0 9782 0 9782 11615 0 11615 9782 0 0 1270 5770 2004 9044 11615 0 0 0 9782 1833 0 0 10877 0 0 0 0 0 0 0 10877 1270 5770 2004 1833 WILLIAM C MCCORMICK JANI E MCCORMICK WILLIAM C MCCORMICK 1980 WILLAMETTE FALLS DR SUITE 120 WEST LINN OR 97068 5032217579 WRITTEN APPLICATION N/A N/A CASA FOR CHILDREN INC 1401 NE 68TH AVE PORTLAND OR 97213 N/A PC GENERAL OPERATING SUPPORTGENERAL OPERATING SUPPORT 2000 CHILDREN'S CANCER ASSOCIATION 1200 NW NAITO PKWY SUITE 140 PORTLAND OR 97209 N/A PC GENERAL OPERATING SUPPORT 2000 PARROTT CREEK CHILD & FAMILY SERVICES 1001 MOLALLA AVE SUITE 209 OREGON CITY OR 97045 N/A PC GENERAL OPERATING SUPPORT 2000 6000 0 14 1877 18 1131 0 3008 0 3008 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM C AND JANI E MCCORMICK 1980 WILLAMETTE FALLS DRIVE SUITE 1 WEST LINN OR 97068 208809 X ACCOUNTING FEES 5595 0 5595 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. 31 UNITS ACTIVISION BLIZZARD INC (ATVI) 1997 2062 1 UNIT ALPHABET CL A (GOOGL) 2081 2897 2 UNITS AMAZON COM INC (AMZN) 6352 6669 13 UNITS AMERICAN EXPRESS CO (AXP) 1661 2127 24 UNITS APPLIED MATERIALS INC (AMAT) 2722 3777 51 UNITS BRISTOL MYERS SQUIBB CO (BMT) 3040 3180 47 UNITS CENTENE CORPORATION (CNC) 2823 3873 26 UNITS CHARLES SCHWAB NEW (SCHW) 1459 2187 15 UNITS CHUBB LTD (CB) 2485 2900 38 UNITS COLGATE PALMOLIVE CO (CL) 2985 3243 8 UNITS CONSTELLATION BRANDS INC CL A (STZ) 1849 2008 70 UNITS CORTEVA INC (CTVA) 3032 3310 30 UNITS FISERY INC COM (FISV) 3376 3114 112 UNITS GAP INC(GPS) 2724 1977 8 UNITS GOLDMAN SACHS GRP INC (GS) 2407 3060 19 UNITS JPMORGAN CHASE & CO (JPM) 2640 3009 31 UNITS KKR & CO INC CL A (KKR) 1488 2310 13 UNITS L3HARRIS TECHNOLOGIES INC (LHX) 2447 2772 41 UNITS MARVELL TECHNOLOGY GROUP LTD (MRVL) 1958 3588 7 UNITS MASTERCARD INC CL A (MA) 2482 2515 20 UNITS MEDTRONIC PLC SHS (MDT) 2320 2069 13 UNITS MOTOROLA SOLUTIONS INC (MSI) 2359 3532 42 UNITS PENN NATIONAL GAMING, INC (PENN) 2461 2178 48 UNITS PRINCIPAL FINL GROUP INC (PFG) 2714 3472 35 UNITS RAYTHEON TECHNOLOGIES CORP (RTX) 2626 3012 23 UNITS SEMPRA (SRE) 2893 3042 12 UNITS SKYWORKS SOLUTIONS INC (SWKS) 2193 1862 33 UNITS SYSCO CORP (SYY) 2501 2592 14 UNITS TE CONNECTIVITY LTD NEW (TEL) 1787 2259 29 UNITS TJX COS INC NEW (TJX) 1994 2202 52 UNITS US BANCORP COM NEW (USB) 2610 2921 69 UNITS UBER TECHNOLOGIES INC (UBER) 3663 2893 13 UNITS UNION PACIFIC CORP (UNP) 2820 3275 15 UNITS UNITED PARCEL SER INC CL-B (UPS) 2474 3215 24 UNITS WELLTOWER INC (WELL) 1588 2058 250 UNITS VANGUARD FTSE DEVELOPED MKTS E (VEA) AT COST 13110 12765 215 UNITS VANGUARD INDEX FDS S&P 500 ETF (VOO) AT COST 89609 93863 50 UNITS VANGUARD MID-CAP ETF INDEX (VO) AT COST 12859 12739 55 UNITS VANGUARD SMALL CAP ETF (VB) AT COST 12907 12431 OREGON CHARITABLE RENEWAL FEE 20 0 20