2025-11-06T23:30:22-06:00 2024-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990PF 2024-01-01 931159949 WILLIAM C & JANI E MCCORMICK FOUNDATION WILL 5032217579 1980 WILLAMETTE FALLS DR SUITE 12 WEST LINN OR 97068 WILLIAM C MCCORMICK PRESIDENT 5032217579 2025-11-06 1 1 ROSS LOCKWOOD P01374434 5032210336 2025-11-05 2024 2025-03-06 01:10:19Z X 341771 X 8144 X 5052 5052 62285 263351 62285 75481 67337 0 0 0 8103 811 7292 4043 4043 0 2 2 0 41 0 41 12189 4856 7333 0 0 12189 4856 7333 63292 62481 1892 4011 4011 240048 238714 279205 0 63565 58555 241940 306290 341771 34500 34500 34500 34500 X 0 0 0 0 207440 271790 207440 271790 241940 306290 207440 63292 1058 271790 0 271790 PUBLICLY TRADED SECURITIES - SHORT-TERM 42304 41158 1146 1146 PUBLICLY TRADED SECURITIES - LONG-TERM 221047 159908 61139 61139 62285 868 0 868 0 868 1874 0 0 0 1874 0 1006 1006 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 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 (PART YEAR) 2.00 0 0 0 NONE 0 NONE 0 0 315421 1835 0 317256 0 0 317256 4759 312497 15625 15625 868 868 14757 0 14757 0 14757 7333 0 7333 14757 0 0 1483 4289 5772 7333 0 0 0 7333 0 5772 5772 0 0 0 0 0 1652 0 0 0 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 0 0 14 5052 18 62285 0 67337 0 67337 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8103 811 7292 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. 30 UNITS ABBVIE INC COM (ABBV) 4891 5331 115 UNITS ALPHABET CL A (GOOGL) 17720 21770 55 UNITS AMAZON COM INC (AMZN) 7207 12066 45 UNITS AMER INTL GP INC NEW (AIG) 3343 3276 30 UNITS AMERICAN ELEC PWR CO INC (AEP) 2771 2767 75 UNITS APPLE INC (AAPL) 12972 18782 15 UNITS AVALONBAY COMM INC (AVB) 3273 3300 40 UNITS BROADCOM INC (AVGO) 4301 9274 35 UNITS BROWN & BROWN INC (BRO) 3756 3571 11 UNITS CENCORA INC (COR) 2649 2471 45 UNITS CHEVRON CORP (CYX) 7047 6518 70 UNITS ENTERGY CORP NEW (ETR) 5136 5307 105 UNITS FORTIVE CORP (FTV) 8243 7875 10 UNITS HOME DEPOT INC (HD) 3279 3890 40 UNITS JPMORGAN CHASE & CO (JPM) 7656 9588 40 UNITS MERCK & CO INC NEW COM (MRK) 4116 3979 58 UNIT MICROSOFT CORP (MSFT) 19899 24447 40 UNITS MONSTER BEVERAGE CORP NEW COM (MNST) 2141 2102 10 UNITS MOTOROLA SOLUTIONS INC (MSI) 4757 4622 160 UNITS NVIDIA CORPORATION (NVDA) 6876 21486 34 UNITS PALO ALTO NETWORKS INC (PANW) 6584 6187 13 UNITS PARKER HANNIFIN CORP (PH) 8758 8268 40 UNITS PHILIP MORRIS INTL INC (PM) 4870 4814 40 UNITS PROCTER & GAMBLE (PG) 6579 6706 5 UNITS SERVICENOW INC (NOW) 5049 5301 15 UNITS STRYKER CORP (SYK) 5510 5401 25 UNITS T-MOBILE US INC COM (TMUS) 5703 5518 10 UNITS THERMO FISHER SCIENTIFIC (TMO) 5016 5202 45 UNITS TJX COS INC NEW (TJX) 4855 5436 13 UNITS UNITEDHEALTH GP INC (UNH) 7448 6576 27 UNITS VISA INC CL A (V) 7513 8533 85 UNITS WALMART INC (WMT) 6978 7680 45 UNITS WELLS FARGO & CO NEW (WFC) 2648 3161 25 UNITS AUTONATION INC (AN) 4479 4246 10 UNITS AVERY DENNISON CORP (AVY) 2021 1871 15 UNITS CROWDSTRIKE HLDGS INC (CRWD) 5279 5132 85 UNITS STATE STR CORP (STT) 8469 8343 50 UNITS TEXTRON INC (TXT) 4160 3825 45 UNITS VERALTO CORP (VLTO) 4762 4583 815 UNITS ISHARES MSCI ACWI EX US (ACWX) AT COST 45006 42510 891 UNITS JPMORGAN US SMALL COMPANY (JUSSX) AT COST 18559 16045 OREGON CHARITABLE RENEWAL FEE 41 0 41 BROKER'S ADJUSTMENT TO COST BASIS 1058 INVESTMENT FEES 4043 4043 0 FOREIGN TAX 2 2 0