2021-11-15T15:40:47-06:00 2020-12-31 263968745 Walton Rahal CPAs 2101 NW Boca Raton Blvd Ste 5 Boca Raton FL 334317498 990PF 2020-01-01 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 2021-11-15 1 R Keith Walton CPA 999009999 Matthew L Rahal CPA P01685089 5613956653 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5367206 X 59403 X 99504 99504 -88013 99626 1865775 99626 258533 199130 0 0 0 24566 18425 6141 7308 5481 1827 22746 22746 0 23091 23091 0 145 145 0 40000 40000 15380 0 15380 57982 57942 40 191218 167830 23388 203822 203822 395040 167830 227210 -136507 31300 66028 68325 68325 125853 330377 330377 5511 4918 4918 1450799 478015 529486 961875 706999 736064 200000 200000 40000 3160242 3201041 3201041 522567 496995 496995 6332875 5286670 5367206 2311985 1439920 2311985 1439920 X 4020890 3846750 4020890 3846750 6332875 5286670 4020890 -136507 0 3884383 37633 3846750 50 shs Alphabet Inc Cl A 2000-12-31 2020-03-23 51394 34278 17116 17116 300 shs Altria Group Inc 2000-12-31 2020-03-23 9418 13499 -4081 -4081 175 shs American Electric Power Inc 2000-12-31 2020-03-23 11719 10044 1675 1675 175 shs American Electric Power Inc 2000-12-31 2020-03-23 16860 12470 4390 4390 150 shs Amgen Inc 2000-12-31 2020-03-23 27581 24200 3381 3381 250 shs Apple Inc 2000-12-31 2020-03-23 54983 13548 41435 41435 250 shs Bank New York Mellon Corp 2000-12-31 2020-03-23 6842 9982 -3140 -3140 34 shs Baxter International Inc 2000-12-31 2020-03-23 2663 2921 -258 -258 75 shs Cigna Corp 2000-12-31 2020-03-23 9745 8864 881 881 83 shs CVS Caremark Corp 2000-12-31 2020-03-23 4367 6699 -2332 -2332 200 shs Celanese Corp 2000-12-31 2020-03-23 12290 13709 -1419 -1419 325 shs Cisco Systems Inc 2000-12-31 2020-03-23 11098 7789 3309 3309 200 shs Cintas Corp 2000-12-31 2020-03-23 32031 17301 14730 14730 50000 shs Citicgroup Inc 2016-06-29 2020-02-18 50000 50689 -689 -689 11 shs Clorox Co 2000-12-31 2020-11-17 2268 2516 -248 -248 4 shs Clorox Co 2000-12-31 2020-11-17 825 825 0 0 700 shs Comcast Corporation Cl A 2000-12-31 2020-03-23 23071 13167 9904 9904 150 shs Constellation Brands Inc Cl A 2000-12-31 2020-03-23 16194 15483 711 711 600 shs DB X-Trackers Msci Japan 2000-12-31 2020-03-05 22455 23916 -1461 -1461 1800 shs Deutsche X-Trackers Msci Eur 2000-12-31 2020-03-23 39535 48538 -9003 -9003 350 shs D R Horton Inc 2000-12-31 2020-03-23 10114 10833 -719 -719 255 shs Disney Walt Co 2000-12-31 2020-03-23 19005 21651 -2646 -2646 275 shs Edwards Lifesciences Corp 2000-12-31 2020-03-23 43559 20759 22800 22800 225 shs Exxon Mobil Corp 2000-12-31 2020-03-23 6978 16749 -9771 -9771 225 shs Facebook Inc 2000-12-31 2020-03-23 33003 25366 7637 7637 185 shs Fidelity National Information 2000-12-31 2020-03-23 18831 10932 7899 7899 100 shs General Dynamics Corp 2000-12-31 2020-03-23 10718 14265 -3547 -3547 1149.522 shs Harding Loevner Emerging Markets 2000-12-31 2020-03-23 44762 41603 3159 3159 175 shs Home Depot Inc 2000-12-31 2020-03-23 27980 20171 7809 7809 200 shs Honeywell Intl Co 2000-12-31 2020-03-23 20701 20130 571 571 125 shs Illinois Tool Work Inc 2000-12-31 2020-03-23 14731 13118 1613 1613 320 shs iShares Tips Bond 2000-12-31 2020-11-02 40095 36360 3735 3735 300 shs iShares Msci Emerging Mkts 2000-12-31 2020-03-23 9189 13166 -3977 -3977 4250 shs iShares Tr MSCI Eafe Idx 2000-12-31 2020-03-23 198344 271577 -73233 -73233 1300 shs iShares Tr Russell Midcap Index Fd 2000-12-31 2020-03-23 48008 52709 -4701 -4701 600 shs iShares Tr Russell 2000 2000-12-31 2020-03-23 59915 68920 -9005 -9005 450 shs JPMorgan Chase 2000-12-31 2020-03-23 35999 19500 16499 16499 200 shs Johnson & Johnson Com 2000-12-31 2020-03-23 22200 15907 6293 6293 200 shs Lam Research Corp 2000-12-31 2020-03-23 38115 16181 21934 21934 300 shs Lincoln National Corp 2000-12-31 2020-03-23 5181 16203 -11022 -11022 50 shs Lockheed Martin Corp 2000-12-31 2020-03-23 13728 8970 4758 4758 1 shs Wells Fargo & Co 2001-01-01 2020-11-19 100 25 75 75 225 shs Microsoft Corp 2000-12-31 2020-03-23 30556 9035 21521 21521 125 shs Northrop Gruman Corporation 2000-12-31 2020-03-23 34238 22230 12008 12008 125 shs PPG Inds Inc 2000-12-31 2020-03-23 9052 13409 -4357 -4357 4219.409 shs Pacific Funds Floating Rate Income 2000-12-31 2020-11-02 40000 42827 -2827 -2827 650 shs Pfizer Inc 2000-12-31 2020-03-23 18434 21740 -3306 -3306 74 shs Pfizer Inc 2000-12-31 2020-11-17 2675 2676 -1 -1 8711.264 shs Pgim High Yield Fund 2000-12-31 2020-08-04 46431 50000 -3569 -3569 75 shs Public Storage Inc 2000-12-31 2020-02-24 16921 17538 -617 -617 75 shs Raytheon Company 2000-12-31 2020-03-23 8623 9419 -796 -796 1009.51 shs Rowe T Price Mid-Cap Growth Fd 2000-12-31 2020-03-23 64033 39324 24709 24709 2212.865 shs Rowe T Price Mid Cap Value 2000-12-31 2020-03-23 38039 49300 -11261 -11261 175 shs Spdr Tr Unit Ser 1 2000-12-31 2020-03-23 38849 35933 2916 2916 50 shs Simon Ppty Group 2000-12-31 2020-02-24 7018 10385 -3367 -3367 250 shs Texas Instrs Inc 2000-12-31 2020-03-23 24620 14271 10349 10349 10 shs Texas Instrs Inc 2000-12-31 2020-11-10 1552 1360 192 192 100 shs Thermo Election Corp 2000-12-31 2020-03-23 25530 13301 12229 12229 450 shs Total Fina S A 2000-12-31 2020-03-23 13050 21549 -8499 -8499 175 shs The Travelers Cos Inc 2000-12-31 2020-02-24 23360 18712 4648 4648 150 shs Tyson Fds Inc 2000-12-31 2020-03-23 8553 9792 -1239 -1239 750 shs Etracs Alerian Infrast 2000-12-31 2020-03-05 11160 30028 -18868 -18868 2477.701 shs Vanguard Ultra-Short Term Bond 2000-12-31 2020-08-26 49950 50000 -50 -50 600 shs Vanguard Real Estate Etf 2000-12-31 2020-03-23 33803 46570 -12767 -12767 400 shs Verizon Communication Com 2000-12-31 2020-03-23 19940 18692 1248 1248 0.181 Viatris Inc 2000-12-31 2020-11-27 3 3 0 0 9 shs Viatris Inc 2000-12-31 2020-11-30 152 145 7 7 175 shs Visa Inc 2000-12-31 2020-03-23 23835 12359 11476 11476 325 shs Wec Energy Corp 2000-12-31 2020-03-23 23219 14485 8734 8734 450 shs Wells Fargo & Co 2000-12-31 2020-03-23 11737 21024 -9287 -9287 7015.903 shs Western Asset Intermediate Bond Fund 2000-12-31 2020-11-02 81104 75000 6104 6104 125 shs Accenture Plc 2000-12-31 2020-03-23 18037 13074 4963 4963 250 shs TE Connectivity Ltd 2000-12-31 2020-03-23 13594 15805 -2211 -2211 Vanguard Real Estate Etf - cost basis adjustment 2000-12-31 2020-02-28 630 -630 -630 Wells Fargo Class Action - cost basis adjustment 2001-01-01 2020-11-19 25 25 25 Capital Gains Dividends P 1087 1087 1087 99626 435 0 435 0 435 4918 0 0 0 4918 0 4483 4483 0 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 5670912 295292 0 5966204 0 0 5966204 89493 5876711 293836 293836 435 435 293401 0 293401 0 293401 227210 0 227210 0 227210 293401 0 0 198879 241173 164614 217858 4854 827378 227210 0 0 0 227210 0 66191 66191 761187 0 0 0 0 0 0 132688 628499 241173 164614 217858 4854 X Autism Project Palm Beach County 5800 Corporate Way West Palm Beach FL 33407 501(c)(3) unrestricted donations 335 Center for Creative Education 425 24th St West Palm Beach FL 33407 501(c)(3) unrestricted donations 2500 Chamber of Music Society of Palm Beach 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 12500 DePorres Place Adult Literacy Center 1016 N Dixie Hwy West Palm Beach FL 33401 501(c)(3) unrestricted donations 5576 Extraordrinary Charities 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 120000 Holy Ground Shelter for the Homeless 200 W 20th St Riviera Beach FL 33404 501(c)(3) unrestricted donations 335 Kips Bay Boys & Girls Club 1930 Randall Avenue Bronx NY 10473 501(c)(3) unrestricted donations 105 Palm Beach County Bar Association PO Box 17726 West Palm Beach FL 33416 501(c)(3) unrestricted donations 675 Palm Beach County Food Bank 525 Gator Drive Lantana FL 33462 501(c)(3) unrestricted donations 100 Pediatric Oncology Support Team 5325 Greenwood Ave 301 West Palm Beach FL 33407 501(c)(3) unrestricted donations 2500 Stand Down 3175 S Congress Ave Suite 310 Palm Springs FL 33461 501(c)(3) unrestricted donations 500 The Glades Project 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 57696 Toski Junior Golf Corporation 8310 Eleuthera LN Wellington FL 33414 509(a)(2) unrestricted donations 500 New England Center and Home for Veterans 17 Court Street Boston MA 02108 501(c)(3) unrestricted donations 500 203822 0 14 99504 531390 -48013 532420 -40000 18 99626 -88013 199130 0 111117 0 0 0 0 0 0 0 0 0 0 Professional fees 7308 5481 1827 Equipment 2016-01-01 200000 160000 SL 5.000000000000 40000 40000 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 706999 736064 PNC Bank N.A. as nominee - equity investment 478015 529486 204 RPW LLC- 25% interest AT COST 135735 135735 North Carolina property AT COST 284494 284494 Palm Beach RE LLC AT COST 44396 44396 Miscellaneous receivables AT COST 32370 32370 Legal 24566 18425 6141 Life Insurance Premiums 36950 Estimated tax adjustment 593 Wash sale adjustment 90 Bank fees 40 0 40 Loss from Palm Beach Re, LLC K-1 9929 9929 0 Net rental real estate loss per K-1 48013 48013 0 PNC line of credit 1526859 604794 Due to ASKK 493441 493441 E.L. Trust reserve 91685 91685 Note in transit 200000 200000 Due to Palm Beach RE LLC 0 50000 Assets under management fee 22746 22746 0 Other taxes 145 145 0