2025-11-12T10:43:22-06:00 2024-12-31 263968745 Walton Rahal CPAs 2101 NW Boca Raton Blvd Ste 5 Boca Raton FL 334317498 990PF 2024-01-01 412061167 The Evelyn V McPherson Foundation Inc EVEL 5616598660 251 Royal Palm Way Suite 215 Palm Beach FL 33480 R Keith Walton CPA Treasurer 5616598660 2025-11-12 1 0 R Keith Walton CPA P00292360 5613956653 2024 2025-03-06 01:10:19Z X 4726937 X X 187212 187212 73260 636943 73260 260472 260472 0 0 0 84909 63682 21227 9075 6806 2269 18554 18554 0 43922 43922 0 465 465 0 213 0 213 157138 133429 23709 174558 174558 331696 133429 198267 -71224 127043 38885 76267 76267 32820 81604 81604 6000 5205 5205 1002303 847162 931786 900521 871514 867139 200000 200000 3101817 3101817 2507817 256442 257119 257119 5338788 5240688 4726937 647010 647010 647010 647010 X 4691778 4593678 4691778 4593678 5338788 5240688 4691778 -71224 0 4620554 26876 4593678 4000 shs U.S. Treasury Note 2.375% 15 Aug 2024 2024-03-07 2024-08-15 4000 4000 0 0 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-01-25 281 244 37 37 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-01-25 392 352 40 40 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-01-25 855 714 141 141 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-01-25 130 121 9 9 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-01-25 467 427 40 40 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-02-26 524 438 86 86 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-02-26 420 385 35 35 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-02-26 510 443 67 67 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-02-26 168 157 11 11 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-02-26 548 493 55 55 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-03-25 136 127 9 9 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-03-25 395 362 33 33 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-03-25 509 458 51 51 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-03-25 249 208 41 41 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-03-25 721 626 95 95 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-04-25 386 354 32 32 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-04-25 152 142 10 10 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-04-25 497 416 81 81 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-04-25 876 789 87 87 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-04-25 525 457 68 68 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-05-28 731 612 119 119 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-05-28 390 339 51 51 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-05-28 413 379 34 34 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-05-28 566 510 56 56 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-05-28 181 169 12 12 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-06-25 553 498 55 55 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-06-25 726 608 118 118 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-06-25 199 187 12 12 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-06-25 508 443 65 65 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-06-25 447 411 36 36 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-07-25 844 707 137 137 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-07-25 402 370 32 32 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-07-25 401 349 52 52 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-07-25 195 183 12 12 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-08-26 388 357 31 31 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-08-26 803 674 129 129 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-08-26 710 619 91 91 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-08-26 256 240 16 16 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-08-26 349 315 34 34 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-09-25 192 180 12 12 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-09-25 362 316 46 46 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-09-25 541 454 87 87 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-09-25 633 571 62 62 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-09-25 460 424 36 36 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-10-25 391 361 30 30 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-10-25 685 598 87 87 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-10-25 659 594 65 65 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-10-25 158 148 10 10 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-10-25 1059 889 170 170 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-11-25 934 784 150 150 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-11-25 789 689 100 100 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-11-25 467 431 36 36 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-11-25 241 217 24 24 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-11-25 201 189 12 12 Fannie Mae Pool 3% 01 Jun 2052 2023-12-12 2024-11-25 995 869 126 126 Fannie Mae Pool 3% 01 Sep 2037 2023-12-12 2024-12-26 177 166 11 11 Fannie Mae Pool 2.5% 01 Apr 2052 2023-12-12 2024-12-26 195 164 31 31 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-12-26 595 537 58 58 Freddie Mac Pool 2.5% 01 Jul 2035 2023-12-12 2024-12-26 412 380 32 32 8000 shs Equinor ASA 3.7% 01 Mar 2024 2023-12-07 2024-03-01 8000 8000 0 0 8000 shs Hormel Foods Corp. 0.65% 03 Jun 2024 2023-12-07 2024-06-03 8000 8000 0 0 9000 shs Shell Intl Finance BV 2.375% 07 Nov 2029 2023-12-07 2024-10-08 8272 8007 265 265 8000 shs Morgan Stanley 3.7% 23 Oct 2024 2023-12-07 2024-10-23 8000 8000 0 0 12000 shs Citigroup Inc 5.835% 30 Oct 2024 2023-12-07 2024-10-30 12000 12001 -1 -1 23.289 shs Vanguard 500 Index Fund 2023-11-29 2024-01-02 10189 9802 387 387 115.963 shs Brown Advisory Sustainable Grwth 2023-11-29 2024-01-02 5491 5317 174 174 126.342 shs Diamond Hill Large Cap Fund 2023-11-29 2024-01-02 4032 3882 150 150 59.512 shs Brown Advisory Sustainable Grwth 2023-11-29 2024-01-30 3000 2729 271 271 4.471 shs Vanguard 500 Index Fund 2023-11-29 2024-01-31 2000 1882 118 118 2.167 shs Vanguard 500 Index Fund 2023-11-29 2024-02-08 1000 912 88 88 38.513 shs Brown Advisory Sustainable Grwth 2023-11-29 2024-02-08 2000 1766 234 234 5.02 shs Brown Advisory Sustainable Grwth 2023-11-29 2024-04-11 267 230 37 37 11.593 shs Vanguard 500 Index Fund 2023-11-29 2024-04-11 5564 4879 685 685 121.822 shs Diamond Hill Large Cap Fund 2023-11-29 2024-04-11 4170 3744 426 426 39.563 shs Brown Advisory Sustainable Grwth 2023-11-29 2024-06-04 2075 1814 261 261 38.632 shs Diamond Hill Large Cap Fund 2023-11-29 2024-06-04 1308 1187 121 121 22.826 shs Vanguard 500 Index Fund 2023-11-29 2024-06-04 11171 9607 1564 1564 175.592 shs Diamond Hill Large Cap Fund 2023-11-29 2024-09-11 6228 5396 832 832 84.86 shs Brown Advisory Sustainable Grwth 2023-11-29 2024-09-11 4666 3891 775 775 20.637 shs Vanguard 500 Index Fund 2023-11-29 2024-09-11 10602 8686 1916 1916 191.217 shs Diamond Hill Large Cap Fund 2023-11-29 2024-11-25 7285 5876 1409 1409 161.339 shs Brown Advisory Sustainable Grwth 2023-11-29 2024-11-25 9432 7397 2035 2035 36.828 shs Vanguard 500 Index Fund 2023-11-29 2024-11-25 20384 15501 4883 4883 79 shs iShares S&P Small-Cap 600 Value ETF 2023-11-29 2024-01-02 8047 7286 761 761 76.855 shs Artisan Mid Cap Fund 2023-11-29 2024-01-02 3142 2959 183 183 42.977 shs Virtus KAR Small-Cap Growth Fund 2023-11-29 2024-01-02 1417 1386 31 31 82.154 shs John Hancock Disciplined Value Mid Cap 2023-11-29 2024-01-02 2241 2168 73 73 11.804 shs Artisan Mid Cap Fund 2023-11-29 2024-01-30 500 454 46 46 79.136 shs John Hancock Disciplined Value Mid Cap 2023-11-29 2024-09-11 2324 2088 236 236 72 shs iShares S&P Small-Cap 600 Value ETF 2023-11-29 2024-11-25 8570 6640 1930 1930 108.916 shs Artisan Mid Cap Fund 2023-11-29 2024-11-25 5316 4193 1123 1123 183.956 shs Virtus KAR Small-Cap Growth Fund 2023-11-29 2024-11-25 7504 5934 1570 1570 236.56 shs John Hancock Disciplined Value Mid Cap 2023-11-29 2024-11-25 7705 6243 1462 1462 17 shs iShares MSCI Emerging Mkts ETF 2023-11-29 2024-01-02 676 675 1 1 42.222 shs Harding Loevner Intl Equity 2023-11-29 2024-01-02 1083 1078 5 5 355.876 shs Vanguard Developed Mkts Index Fund 2023-11-29 2024-01-02 5420 5253 167 167 17.035 shs Vanguard Intl Growth Fund 2023-11-29 2024-01-02 1706 1690 16 16 118.25 shs Baron Emerging Mkts Fund 2023-11-29 2024-01-02 1635 1607 28 28 5.036 shs Vanguard Intl Growth Fund 2023-11-29 2024-01-31 500 499 1 1 131.492 shs Vanguard Developed Mkts Index Fund 2023-11-29 2024-01-31 2000 1941 59 59 9.735 shs Vanguard Intl Growth Fund 2023-11-29 2024-02-08 1000 966 34 34 22.891 shs Harding Loevner Intl Equity 2023-11-29 2024-06-04 612 585 27 27 23.52 shs Vanguard Intl Growth Fund 2023-11-29 2024-06-04 2614 2333 281 281 136.152 shs Vanguard Developed Mkts Index Fund 2023-11-29 2024-06-04 2219 2010 209 209 44 shs iShares MSCI Emerging Mkts ETF 2023-11-29 2024-09-11 1850 1747 103 103 189.142 shs Baron Emerging Mkts Fund 2023-11-29 2024-09-11 2860 2570 290 290 79.761 shs Vanguard Developed Mkts Index Fund 2023-11-29 2024-09-11 1306 1177 129 129 60.899 shs Harding Loevner Intl Equity 2023-11-29 2024-09-11 1664 1555 109 109 42 shs iShares MSCI Emerging Mkts ETF 2023-11-29 2024-11-25 1817 1667 150 150 99.668 shs Baron Emerging Mkts Fund 2023-11-29 2024-11-25 1534 1354 180 180 4.155 shs Vanguard Intl Growth Fund 2023-11-29 2024-11-25 478 412 66 66 2207.451 shs Harding Loevner Intl Equity 2023-11-29 2024-12-17 59403 56378 3025 3025 3103.071 shs Baron Emerging Mkts Fund 2023-11-29 2024-12-17 47539 42171 5368 5368 12000 shs U.S. Treas. Note 2.375% 15 Aug 2024 2023-12-07 2024-01-02 11805 11796 9 9 9000 shs U.S. Treas. Note 0.25% 31 May 2025 2023-12-07 2024-01-03 8471 8449 22 22 1000 shs U.S. Treas. Note 1.25% 30 Apr 2028 2023-12-07 2024-01-09 892 886 6 6 2000 shs U.S. Treas. Note 3% 15 Feb 2048 2023-12-07 2024-01-09 1599 1580 19 19 2000 shs U.S. Treas. Note 1.25% 15 May 2050 2023-12-07 2024-01-09 1050 1043 7 7 10000 shs U.S. Treas. Note 2.375% 15 Aug 2024 2023-12-07 2024-02-08 9858 9858 0 0 39000 shs U.S. Treas. Note 0.25% 31 May 2025 2023-12-07 2024-02-14 36786 36786 0 0 3000 shs U.S. Treas. Note 2.375% 15 Aug 2024 2023-12-07 2024-02-20 2960 2960 0 0 5000 shs U.S. Treas. Note 2.375% 15 Aug 2024 2023-12-07 2024-02-21 4933 4933 0 0 1000 shs U.S. Treas. Note 4% 31 Jan 2029 2024-02-14 2024-03-07 995 989 6 6 8000 shs U.S. Treas. Note 2.375% 15 Aug 2024 2023-12-07 2024-06-17 7962 7962 0 0 10000 shs U.S. Treas. Note 1.25% 30 Apr 2028 2023-12-07 2024-09-11 9244 9026 218 218 18000 shs U.S. Treas. Note 1.25% 30 Apr 2028 2023-12-07 2024-09-13 16651 16252 399 399 1000 shs U.S. Treas. Note 2.875% 15 May 2043 2023-12-07 2024-10-08 807 803 4 4 1000 shs Molson Coors Beverage 5% 01 May 2042 2023-12-07 2024-01-09 958 936 22 22 1000 shs Sysco Corp 3.3% 15 Feb 2050 2023-12-07 2024-01-09 723 713 10 10 1000 shs Lowe's Cos 3.65% 05 Apr 2029 2023-12-07 2024-01-09 955 945 10 10 1000 shs Capital One Financial Corp 3.65% 11 May 2027 2023-12-07 2024-01-09 952 941 11 11 1000 shs Royal Bank of Canada 0.875% 20 Jan 2026 2023-12-07 2024-01-09 925 920 5 5 1000 shs Kroger Co 2.65% 15 Oct 2026 2023-12-07 2024-03-07 942 942 0 0 1000 shs HSBC Holdings 3.973% 22 May 2030 2023-12-07 2024-03-07 935 921 14 14 1000 shs Bank of America 6.11% 29 Jan 2037 2023-12-07 2024-03-07 1057 1044 13 13 1000 shs IMB 3.5% 15 May 2029 2023-12-07 2024-03-07 940 940 0 0 1000 shs JPMorgan Chase 3.782% 01 Feb 2028 2023-12-07 2024-03-07 965 959 6 6 9000 shs Verizon Communications Inc 0.85% 20 Nov 2025 2023-12-07 2024-11-13 8690 8626 64 64 472.837 shs PGIM High Yield Fund 2024-01-02 2232 2374 -142 -142 212.766 shs PGIM High Yield Fund 2024-02-08 1000 1068 -68 -68 597.577 shs PGIM High Yield Fund 2024-03-07 2827 3000 -173 -173 19409.481 shs PGIM High Yield Fund 2023-11-29 2024-03-07 91806 89478 2328 2328 44.212 shs Vanguard Emerging Mkts Bond Fund 2023-11-29 2024-01-02 1019 998 21 21 1000 shs Molson Coors Beverage 5% 01 May 2042 2023-12-07 2024-10-08 960 937 23 23 Freddie Mac Pool 3.5% 01 Jul 2052 2023-12-12 2024-07-25 499 449 50 50 Capital Gains Dividends P 32778 32778 32778 73260 1766 0 1766 0 1766 5205 0 0 0 5205 0 3439 3439 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 Second Ave 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 5242167 118348 0 5360515 0 0 5360515 80408 5280107 264005 264005 1766 1766 262239 0 262239 0 262239 198267 0 198267 262239 0 0 4854 4854 198267 0 0 0 198267 0 4854 4854 0 0 0 0 0 59118 0 0 0 X Chamber Music Society of Palm Beach 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 128334 Extraordrinary Charities 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 384 Holy Ground Shelter for the Homeless 200 W 20th St Riviera Beach FL 33404 501(c)(3) unrestricted donations 340 Linville Central Rescue Squad 1940 Linville Falls Hwy Newland NC 28657 501(c)(3) unrestricted donations 100 Palm Beach County Bar Association PO Box 17726 West Palm Beach FL 33416 501(c)(3) unrestricted donations 350 Pediatric Oncology Support Team 5325 Greenwood Ave 301 West Palm Beach FL 33407 501(c)(3) unrestricted donations 3950 Regina High School 13900 Masonic Blvd Warren MI 48088 501(c)(3) unrestricted donations 18600 Ronald McDonald House of South Florida 1145 NW 14th Terrace Miami FL 33136 501(c)(3) unrestricted donations 10000 Stand Down 3175 S Congress Ave Suite 310 Palm Springs FL 33461 501(c)(3) unrestricted donations 500 Aid to Victims of Domestic Abuse 1001 Texas Ave Ste 600 Houston TX 77002 501(c)(3) unrestricted donations 500 Christ Clinic 25722 Kingsland Blvd Ste 101 Katy TX 77494 501(c)(3) unrestricted donations 5000 Jewish Foundation of Palm Beach County 1 Harvard Circle Ste 100 West Palm Beach FL 33409 501(c)(3) unrestricted donations 500 Temple Emanu-El of Palm Beach 190 N County Rd Palm Beach FL 33480 501(c)(3) unrestricted donations 500 Holy Trinity Episcopal Church 211 Trinity Place West Palm Beach FL 33401 501(c)(3) unrestricted donations 500 Variety the Children's Charity 2000 Mallory Lane Ste 130-70 Franklin TN 37067 501(c)(3) unrestricted donations 5000 174558 0 14 187212 532420 18 73260 0 260472 0 260472 0 0 0 0 0 0 0 0 0 0 Accounting 9075 6806 2269 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. Regions Bank - fixed income investment 871514 867139 Regions Bank - equity investment 847162 931786 Zanfed LLC - Investment AT COST 250000 250000 Regions Bank - accrued income AT COST 7119 7119 Legal 84909 63682 21227 Life Insurance Premiums 25400 Federal taxes 1476 Bank fees 213 0 213 Line of credit 647010 647010 Assets under management fee 18554 18554 0 Other taxes 465 465 0