WILLIAM C & JANI E MCCORMICK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM C & JANI E MCCORMICK FOUNDATION (EIN 93-1159949)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-20
- IRS object ID
- 201703249349100010
- Schema version
- 2016v3.0
- 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
- Schedule B
- Applied To Prior Year Election
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-20T11:41:11-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 972043710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 DRIVE PMB 324 | 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 | TRUSTEE | PersonTitleTxt |
| Phone | 5032217579 | PhoneNum |
| Signature | 2017-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY KUTZKEY | PreparerPersonNm |
| PTIN | P00934813 | PTIN |
| Phone | 5032210336 | PhoneNum |
| Preparation | 2017-11-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.102.39.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-17 | IPDt |
| IP Tm | 16:35:22 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C89D4946A6E0B55D84E09039F3EA723C4DBF84E0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $203,867 | 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 | $30,167 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$703,248 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$672,658 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $423 | 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 |
| Taxes Rev And Expnss | $167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $167 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$710,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,724 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $908,452 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $205,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $202,143 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $917,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $203,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $917,753 | RetainedEarningBOYAmt |
| Retained Earning EOY | $206,928 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $917,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $206,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $917,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $206,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $917,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$710,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $206,928 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $206,928 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $895,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $843,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058121 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $779,562 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021807 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $720,481 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $659,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037887 | DistributionYr5Rt |
| Total Distribution | 0.217331 | TotalDistributionRt |
| Average Distribution | 0.043466 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $320,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,939 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,049 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,046 | OverpaymentAmt |
| Applied To ES Tax | $2,046 | 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 | 0 | 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 | Yes (1) | 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 | PERKINS COMPANY | IndividualWithBooksNm |
| Phone | 5032210336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 SW FIFTH AVENUE SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 |
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 DRIVE PMB 324 | WEST LINN | OR | 97068 | PRESIDENT / SECRETARY / TR | 0.00 | $0 | $0 | $0 |
| JANI E MCCORMICK | ||||||||
| 1980 WILLAMETTE FALLS DRIVE PMB 324 | WEST LINN | OR | 97068 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| KEITH H MEYERS | ||||||||
| 1211 SW FIFTH AVE SUITE 1000 | PORTLAND | OR | 97204 | BOARD MEMBER | 0.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $322,676 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $325,565 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $325,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $320,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $16,031 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,031 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,031 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,997 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,031 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,766 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,766 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,234 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $7,797 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEITH H MEYERS CO PERKINS CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 SW FIFTH AVENUE SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032210336 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBERTINA KERR CENTER | |||||||
| 424 NE 22ND AVE | PORTLAND | OR | 97232 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $4,000 |
| CASA FOR CHILDREN INC | |||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 97213 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $5,000 |
| CHILDREN'S CANCER ASSOCIATION | |||||||
| 1200 NW NAITO PARKWAY STE 140 | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $11,000 |
| DOERNBECHER CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1121 SW SALMON STREET STE 100 | PORTLAND | OR | 97205 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $3,000 |
| PARROTT CREEK CHILD & FAMILY SERVICES | |||||||
| 1001 MOLALLA AVE STE 209 | OREGON CITY | OR | 97045 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $2,000 |
| RETURNING VETERANS PROJECT | |||||||
| 833 SE MAIN ST 122 | PORTLAND | OR | 97214 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $4,000 |
| SMART | |||||||
| 101 SW MARKET ST | PORTLAND | OR | 97201 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $2,000 |
| ALZHEIMER ASSOCIATION | |||||||
| 1650 NORTHWEST NAITO PARKWAY | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $1,000 |
| CARE | |||||||
| 315 SW 5TH AVE | PORTLAND | OR | 97204 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $1,000 |
| OHSU CENTER FOR WOMEN'S HEALTH | |||||||
| PO BOX 4000 | PORTLAND | OR | 97208 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS MISSION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$703,248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$702,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$702,825 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM C AND JANI E MCCORMICK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 WILLAMETTE FALLS DRIVE PMB 324 | AddressLine1Txt |
| City | WEST LINN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,167 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | WRITE OFF 80% OF AEQUITAS INVESTMENT | AssetDesc |
| Acquired | 2011-12 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2016-03 | SoldDt |
| Basis | $703,248 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$703,248 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEQUITAS COMMERCIAL FINANCE, LLC | AT COST | $180,224 | $180,224 |
| MUTUAL FUNDS | AT COST | $24,980 | $21,919 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM C MCCORMICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 WILLAMETTE FALLS DRIVE PMB 324 | AddressLine1Txt |
| City | WEST LINN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97068 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OREGON DEPT OF JUSTICE | CategoryTxt |
| Amt | $167 | Amt |
| Net Investment Income | $167 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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