WILLIAM C & JANI E MCCORMICK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM C & JANI E MCCORMICK FOUNDATION (EIN 93-1159949)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202533119349100003
- Schema version
- 2024v5.2
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T23:30:22-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | ROSS LOCKWOOD | PreparerPersonNm |
| PTIN | P01374434 | PTIN |
| Phone | 5032210336 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $341,771 | 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 | $8,144 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $263,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,285 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,337 | 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 | $8,103 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $811 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,292 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,189 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,333 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,892 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,011 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $240,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $238,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $279,205 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,555 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $241,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $306,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $341,771 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $34,500 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $34,500 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $34,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,500 | 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 | $207,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $271,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $207,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $271,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $306,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $207,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,058 | OtherIncreasesAmt |
| Subtotal | $271,790 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $271,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT-TERM | $42,304 | $41,158 | $1,146 | $1,146 |
| PUBLICLY TRADED SECURITIES - LONG-TERM | $221,047 | $159,908 | $61,139 | $61,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,874 | 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 | $1,874 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,006 | OverpaymentAmt |
| Applied To ES Tax | $1,006 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (PART YEAR) | 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 | $315,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $317,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $317,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $312,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $868 | TotalTaxAmt |
| Distributable Before Adj | $14,757 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,757 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,757 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,333 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,333 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,483 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,289 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,772 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,333 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,772 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,772 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,652 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $5,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,337 | 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 | $8,103 | Amt |
| Net Investment Income | $811 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,292 | 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 (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30 UNITS ABBVIE INC COM (ABBV) | $4,891 | $5,331 |
| 115 UNITS ALPHABET CL A (GOOGL) | $17,720 | $21,770 |
| 55 UNITS AMAZON COM INC (AMZN) | $7,207 | $12,066 |
| 45 UNITS AMER INTL GP INC NEW (AIG) | $3,343 | $3,276 |
| 30 UNITS AMERICAN ELEC PWR CO INC (AEP) | $2,771 | $2,767 |
| 75 UNITS APPLE INC (AAPL) | $12,972 | $18,782 |
| 15 UNITS AVALONBAY COMM INC (AVB) | $3,273 | $3,300 |
| 40 UNITS BROADCOM INC (AVGO) | $4,301 | $9,274 |
| 35 UNITS BROWN & BROWN INC (BRO) | $3,756 | $3,571 |
| 11 UNITS CENCORA INC (COR) | $2,649 | $2,471 |
| 45 UNITS CHEVRON CORP (CYX) | $7,047 | $6,518 |
| 70 UNITS ENTERGY CORP NEW (ETR) | $5,136 | $5,307 |
| 105 UNITS FORTIVE CORP (FTV) | $8,243 | $7,875 |
| 10 UNITS HOME DEPOT INC (HD) | $3,279 | $3,890 |
| 40 UNITS JPMORGAN CHASE & CO (JPM) | $7,656 | $9,588 |
| 40 UNITS MERCK & CO INC NEW COM (MRK) | $4,116 | $3,979 |
| 58 UNIT MICROSOFT CORP (MSFT) | $19,899 | $24,447 |
| 40 UNITS MONSTER BEVERAGE CORP NEW COM (MNST) | $2,141 | $2,102 |
| 10 UNITS MOTOROLA SOLUTIONS INC (MSI) | $4,757 | $4,622 |
| 160 UNITS NVIDIA CORPORATION (NVDA) | $6,876 | $21,486 |
| 34 UNITS PALO ALTO NETWORKS INC (PANW) | $6,584 | $6,187 |
| 13 UNITS PARKER HANNIFIN CORP (PH) | $8,758 | $8,268 |
| 40 UNITS PHILIP MORRIS INTL INC (PM) | $4,870 | $4,814 |
| 40 UNITS PROCTER & GAMBLE (PG) | $6,579 | $6,706 |
| 5 UNITS SERVICENOW INC (NOW) | $5,049 | $5,301 |
| 15 UNITS STRYKER CORP (SYK) | $5,510 | $5,401 |
| 25 UNITS T-MOBILE US INC COM (TMUS) | $5,703 | $5,518 |
| 10 UNITS THERMO FISHER SCIENTIFIC (TMO) | $5,016 | $5,202 |
| 45 UNITS TJX COS INC NEW (TJX) | $4,855 | $5,436 |
| 13 UNITS UNITEDHEALTH GP INC (UNH) | $7,448 | $6,576 |
| 27 UNITS VISA INC CL A (V) | $7,513 | $8,533 |
| 85 UNITS WALMART INC (WMT) | $6,978 | $7,680 |
| 45 UNITS WELLS FARGO & CO NEW (WFC) | $2,648 | $3,161 |
| 25 UNITS AUTONATION INC (AN) | $4,479 | $4,246 |
| 10 UNITS AVERY DENNISON CORP (AVY) | $2,021 | $1,871 |
| 15 UNITS CROWDSTRIKE HLDGS INC (CRWD) | $5,279 | $5,132 |
| 85 UNITS STATE STR CORP (STT) | $8,469 | $8,343 |
| 50 UNITS TEXTRON INC (TXT) | $4,160 | $3,825 |
| 45 UNITS VERALTO CORP (VLTO) | $4,762 | $4,583 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 815 UNITS ISHARES MSCI ACWI EX US (ACWX) | AT COST | $45,006 | $42,510 |
| 891 UNITS JPMORGAN US SMALL COMPANY (JUSSX) | AT COST | $18,559 | $16,045 |
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 | $41 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER'S ADJUSTMENT TO COST BASIS | Desc |
| Amt | $1,058 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,043 | Amt |
| Net Investment Income | $4,043 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2 | Amt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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