Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
McCormick Family Foundation
 
% RICK M MCCORMICK
Number and street (or P.O. box number if mail is not delivered to street address)7810 Sapphire Valley Road
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX770952821
A Employer identification number

81-6798069
B Telephone number (see instructions)

(281) 463-8705
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,090,936J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 200,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 178,687 175,908  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 71,089
b Gross sales price for all assets on line 6a 1,620,801
7 Capital gain net income (from Part IV, line 2)... 71,089
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,767 5,767 0
12 Total. Add lines 1 through 11........ 455,543 252,764 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,250 6,125 0 6,125
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,711 16,711 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,305 305 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,085 12,085 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,351 35,226 0 6,125
25 Contributions, gifts, grants paid....... 220,000 220,000
26 Total expenses and disbursements. Add lines 24 and 25 266,351 35,226 0 226,125
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 189,192
b Net investment income (if negative, enter -0-) 217,538
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 93,423 150,787 150,787
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 41,547 Click to see attachment
List of Attached Documents:
// Content
8,903 		8,067
b Investments—corporate stock (attach schedule)....... 1,838,956 Click to see attachment
List of Attached Documents:
// Content
1,417,866 		1,515,752
c Investments—corporate bonds (attach schedule)....... 2,026,010 Click to see attachment
List of Attached Documents:
// Content
2,602,521 		2,416,330
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,999,936 4,180,077 4,090,936
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,999,936 4,180,077
29 Total net assets or fund balances (see instructions)..... 3,999,936 4,180,077
30 Total liabilities and net assets/fund balances (see instructions). 3,999,936 4,180,077
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,999,936
2
Enter amount from Part I, line 27a .....................
2
189,192
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,189,128
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,051
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,180,077
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 145.880 SHS OF ALPHAKEYS MILLENNIUM OFFSHORE FUND LTD SER 1 P 2017-09-27 2022-01-01
b 100,000 SHS OF BARCLAYS BANK PLC SER A MTN ZERO CPN 0.0, 06799BHK6 P 2021-07-21 2022-09-15
c 100,000 SHS OF BARCLAYS BANK PLC SER A MTN ZERO CPN 0.0, 06799BHK7 P 2021-04-30 2022-09-15
d 60,000 SHS OF MORGAN STANLEY FIN LLC SER A MTN 0.00000, 61771VUG3 P 2021-04-23 2022-10-28
e 60,000 SHS OF MORGAN STANLEY FIN LLC SER A MTN 0.00000, 61771VUG4 P 2021-04-23 2022-04-28
80,000 SHS OF MORGAN STANLEY FIN LLC SER A MTN 0.00000, 61771VUG5 P 2021-04-23 2022-04-28
0.000 SHS OF ABRDN PRECIOUS METALS BASKET E PHYSCL PR, GLTR, XXX-XX-XXXX P 2022-05-04  
0.612 SHS OF BLACKROCK EVENT DRIVEN EQUITY INSTL, BILPX, 09250J734 P 2022-07-14 2022-11-15
398.286 SHS OF BRAMSHILL INCOME PRFFUND INSTITUTIONAL, BRMSX, 89832P51 P 2021-09-13 2022-03-29
16.652 SHS OF EATON VANCE SHORT DURATION GOV INC I, EILDX, XXX-XX-XXXX P    
657.625 SHS OF FIRST TR EXCHANGE-TRADED FD IV NO AMER E, EMLP, 33738D1 P    
55.261 SHS OF FIRST TRUST MERGER ARBITRAGE CLASS I, VARBX, 46141T869 P 2022-05-04 2022-07-20
27.936 SHS OF FRK K2 LONG SHORT CREDIT FD ADV CL, FKLZX, 35241W823 P 2021-12-30 2022-05-04
322.336 SHS OF HARTFORD SCHRODERS EMRG MKT MULT SC I, SMSNX, 41665H755 P   2022-03-18
344.239 SHS OF JOHN HANCOCK DIVERSIFIED MACRO I, JDJIX, 47803N513 P 2021-09-13  
1,250.02 SHS OF MS INSTIT EMRNG MRKT LEADERS FD CL I, MELIX, 61760X612 P    
119 SHS OF PGIM ETF TR PGIM ULTRA SH BD, PULS, 69344A107 P   2022-11-30
38 SHS OF VANECK ETF TRUST RARE EARTH/STRTG, REMX, 92189H805 P    
39.265 SHS OF VIRTUS KAR INTL SMALL MID CAP I, VIISX, 92828W825 P 2021-12-22 2022-06-02
180.199 SHS OF ALLSPRING EMERGING MRKTS EQY INCM INST, EQIIX, 94975P37 P 2021-05-27 2022-11-15
828.506 SHS OF BLACKROCK EVENT DRIVEN EQUITY INSTL, BILPX, 09250J734 P   2022-11-15
894.725 SHS OF EATON VANCE SHORT DURATION GOV INC I, EILDX, XXX-XX-XXXX P   2022-07-20
753.435 SHS OF FRK K2 LONG SHORT CREDIT FD ADV CL, FKLZX, 35241W823 P   2022-05-04
350.657 SHS OF GRANT PARK MULTI ALTSTRATIGIES FD CL I, GPAIX, 66538B74 P 2021-03-15  
572.815 SHS OF HARTFORD SCHRODERS EMRG MKT MULT SC I, SMSNX, 41665H755 P   2022-03-18
109 SHS OF ISHARES RUSSELL 1000 VALUE ETF, IWD, XXX-XX-XXXX P    
42 SHS OF ISHARES TR RUS 1000 GRW ETF, IWF, XXX-XX-XXXX P    
660 SHS OF LATTICE STRATEGIES TR HARTFORD MLT ETF, RODM, XXX-XX-XXXX P    
38 SHS OF VANECK ETF TRUST RARE EARTH/STRTG, REMX, 92189H805 P 2021-05-27  
456.376 SHS OF VIRTUS KAR INTL SMALL MID CAP I, VIISX, 92828W825 P   2022-06-02
193.644 SHS OF VIRTUS KAR SMALL MID CAP CORE FD CL I, VKSIX, 92828N197 P 2021-03-15 2022-06-02
1,990.824 SHS OF BRAMSHILL INCOME PRFFUND INSTITUTIONAL, BRMSX, 89832P P    
910.208 SHS OF COLUMBIA MORTGAGE OPPORTUNITIES ADV, CLMFX, 19764F771 P   2022-09-15
343.634 SHS OF HARTFORD SCHRODERS EMRG MKT MULT SC I, SMSNX, 41665H755 P   2022-03-01
1,525.383 SHS OF INVESCO HIGH YIELD MUNICIPAL CLASS Y, ACTDX, 00141965 P    
0.189 SHS OF PGIM HIGH YIELD CL Z, PHYZX, 74440Y801 P   2022-03-01
18.146 SHS OF PIMCO INCOME CL I2, PONPX, 72201M719 P   2022-03-01
1,164.874 SHS OF VOYA STRATEGIC INC OPPORTUNITIES CL I, IISIX, 92913L8 P   2022-12-21
598.345 SHS OF WISDOMTREE TR FLOATNG RAT TREA, USFR, 97717Y52 P    
8,391.850 SHS OF BRAMSHILL INCOME PRFFUND INSTITUTIONAL, BRMSX, 89832P P   2022-12-20
545.792 SHS OF COUNTERPOINT TACTICAL INCOME CL I, CPITX, 66538G759 P   2022-12-12
2,802.331 SHS OF EATON VANCE FLOATINGRATE CLASS I, EIBLX, XXX-XX-XXXX P    
7,430.555 SHS OF HARTFORD SCHRODERS EMRG MKT MULT SC I, SMSNX, 41665H7 P   2022-03-01
28,359.207 SHS OF INVESCO HIGH YIELD MUNICIPAL CLASS Y, ACTDX, 0014196 P   2022-11-01
13,010.353 SHS OF VOYA STRATEGIC INC OPPORTUNITIES CL I, IISIX, 92913L P    
5,768.836 SHS OF COLUMBIA MORTGAGE OPPORTUNITIES ADV, CLMFX, 19764F771 P    
33,000 SHS OF UNITED STATES TREAS SER W-2026 P 2021-11-09  
18,000 SHS OF CDK GLOBAL INC SER B NOTE P 2019-11-20 2022-07-06
25,000 SHS OF CITRIX SYS INC NOTE CALL MAKE WHOLE 4.50000% P    
7,000 SHS OF KLA CORP NOTE CALL MAKE WHOLE 4.65000% P   2022-08-15
16,000 SHS OF KLA CORP NOTE CALL MAKE WHOLE 4.65000% P   2022-07-07
20,000 SHS OF MOTOROLA SOLUTIONS INC NOTE P   2022-06-02
25,000 SHS OF RPM INTL INC NOTE CALL MAKE WHOLE 3.45000% P 2018-09-11 2022-06-16
10,000 SHS OF AMC NETWORKS INC NOTE 4.75000% P    
10,000 SHS OF AMC NETWORKS INC NOTE 5.00000% P    
21,000 SHS OF LUMEN TECHNOLOGIES INC NOTE 6.75000% P 2020-06-24 2022-10-03
27,000 SHS OF VERISK ANALYTICS INC NOTE CALL P   2022-09-12
11,000 SHS OF BECTON DICKINSON &CO NOTE CALL P 2020-10-02 2022-04-20
4,000 SHS OF LUMEN TECHNOLOGIES INC NOTE 6.75000% P 2020-10-02 2022-10-03
14,000 SHS OF UNITED RENTALS NORTH AMER INC P 2020-10-05 2022-05-23
COST BASIS ADJUSTMENTS P    
AG ENERGY CREDIT OPPS P    
AG ENERGY CREDIT OPPS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 328,393   223,921 104,472
b 96,320   100,000 -3,680
c 92,600   100,000 -7,400
d 47,369   60,000 -12,631
e 66,000   60,000 6,000
88,000   80,000 8,000
24   27 -3
6   6  
3,951   4,200 -248
130   132 -2
18,628   16,902 1,726
583   584 -1
285   301 -16
2,350   2,745 -395
3,577   3,240 337
18,746   23,825 -5,079
5,851   5,838 13
3,620   3,771 -151
646   876 -230
1,811   2,420 -588
8,186   8,326 -140
6,997   7,239 -242
7,700   8,122 -422
3,834   4,131 -270
4,176   4,878 -702
17,586   17,141 456
10,608   10,157 463
17,786   19,676 -1,801
3,665   3,119 546
7,512   10,865 -3,353
3,077   3,511 -434
19,657   20,683 -1,014
8,110   8,536 -426
2,574   2,896 -322
13,396   14,381 -954
1   1  
207   218 -11
10,426   11,167 -741
30,090   30,138 -48
80,394   87,306 -6,892
6,031   6,319 -251
23,635   24,674 -964
55,655   62,574 -6,919
48,384   61,645 -13,261
117,483   127,142 -9,634
51,400   62,416 -11,016
31,284   32,644 -1,360
18,225   18,604 -379
25,858   25,382 476
7,121   7,266 -145
16,392   16,637 -245
20,258   20,113 145
24,983   24,734 249
8,800   10,206 -1,406
9,688   8,800 888
21,495   21,613 -118
27,000   27,452 -452
11,010   11,519 -509
4,094   4,144 -50
14,385   14,790 -405
487     487
39,650   120 39,530
2,451     2,451
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       104,472
b       -3,680
c       -7,400
d       -12,631
e       6,000
      8,000
      -3
       
      -249
      -2
      1,726
      -1
      -16
      -395
      337
      -5,079
      13
      -151
      -230
      -609
      -140
      -242
      -422
      -297
      -702
      445
      451
      -1,890
      546
      -3,353
      -434
      -1,026
      -426
      -322
      -985
       
      -11
      -741
      -48
      -6,912
      -288
      -1,039
      -6,919
      -13,261
      -9,659
      -11,016
      -1,360
      -379
      476
      -145
      -245
      145
      249
      -1,406
      888
      -118
      -452
      -509
      -50
      -405
      487
      39,530
      2,451
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 71,089
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,024
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,024
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,024
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 3,387
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,387
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 363
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow363 Refundedright arrow 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowRICK M MCCORMICK Telephone no.right arrow (281) 463-8705

Located atright arrow7810 SAPPHIRE VALLEY ROADHoustonTX ZIP+4right arrow770952821
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Rick M McCormick Co-Trustee
0.25 		0 0 0
7810 Sapphire Valley Road
Houston,TX770952821
Pamela McCormick Co-Trustee
0.25 		0 0 0
7810 Sapphire Valley Road
Houston,TX770952821
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NO PROGRAM RELATED INVESTMENTS  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,776,040
b
Average of monthly cash balances.......................
1b
269,567
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,045,607
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,045,607
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
60,684
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,984,923
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
199,246
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
199,246
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,024
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,024
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
196,222
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
196,222
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
196,222
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
226,125
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
226,125
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 196,222
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:2020, 2019, 2018 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 0
b From 2018...... 0
c From 2019...... 0
d From 2020...... 7,864
e From 2021...... 13,850
f Total of lines 3a through e ........ 21,714
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 226,125
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2022 distributable amount..... 196,222
e Remaining amount distributed out of corpus 29,903
5 Excess distributions carryover applied to 2022.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 51,617
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		51,617
10 Analysis of line 9:
a Excess from 2018.... 0
b Excess from 2019.... 0
c Excess from 2020.... 7,864
d Excess from 2021.... 13,850
e Excess from 2022.... 29,903
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
RICK AND PAMELA MCCORMICK
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Bridge Builders International

PO Box 1472
Wheaton,IL601871472 		NONE PC CHARITABLE 20,000

Restoring Hope Foundation

3503 Incline St NW
Huntsville,AL35810 		NONE PC CHARITABLE 30,000

Ananias House

PO Box 941292
HOUSTON,TX77094 		NONE PC CHARITABLE 20,000

Treasures of Joy

7915 BALTZELL DR
SPRING,TX77389 		NONE PC CHARITABLE 5,000

CRU Foundation

100 Lake Hart Drive 3600
Orlando,FL32832 		NONE PC Charitable 10,000

Modern Day

PO Box 535578
Grand Prairie,TX75053 		NONE PC Charitable 105,000

E3-Partners

2001 W PLANO PARKWAY 2600
PLANO,TX75075 		NONE PC CHARITABLE 5,000

CANYON PATHWAYS

3617 San Bar Ln
Colleyville,TX76034 		NONE PC CHARITABLE 10,000

Pioneers

10123 William Carey Drive
Orlando,FL32832 		NONE PC CHARITABLE 15,000
Total .................................right arrow 3a 220,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 178,687  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 71,089  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		    01 5,767  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   255,543  
13Total. Add line 12, columns (b), (d), and (e)..................
13
255,543
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
McCormick Family Foundation
 
Employer identification number

81-6798069
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
McCormick Family Foundation
  		Employer identification number
81-6798069
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
RICK AND PAMELA MCCORMICK
7810 SAPPHIRE VALLEY ROAD
 
HOUSTON, TX770952821

$ 200,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
McCormick Family Foundation
  		Employer identification number

81-6798069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
McCormick Family Foundation
  		Employer identification number

81-6798069
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
McCormick Family Foundation
EIN:
81-6798069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,250 6,125 0 6,125

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 DepreciationSchedule
Name:
McCormick Family Foundation
EIN:
81-6798069
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2022 InvestmentsCorpBondsSchedule
Name:
McCormick Family Foundation
EIN:
81-6798069
Name of Bond End of Year Book Value End of Year Fair Market Value
250,000 SHS BARCLAYS BANK PLC 250,000 245,700
350,000 SHS BARCLAYS BANK PLC 350,000 345,835
200,000 SHS CITIGROUP GLOBAL 200,000 173,260
200,000 SHS CITIGROUP GLOBAL 200,000 154,080
400,000 SHS MORGAN STANLEY FIN 400,000 379,220
25,000 SHS MICROCHIP TECH 25,565 24,269
24,000 SHS FORTUNE BRANDS HOME 24,371 23,828
3,000 SHS MOTOROLA SOLUTIONS 3,014 2,944
24,000 SHS ALLEGION US HLDG CO 24,102 23,079
8,000 SHS CARLISLE COS INC 8,072 7,731
18,000 SHS QVC INC NOTE 4.45% 17,707 14,693
25,000 SHS DOLLAR TREE INC 25,577 24,407
23,000 SHS AMERICAN TOWER CORP 24,184 22,409
23,000 SHS REYNOLDS AMERICAN 23,444 22,500
2,000 SHS DISCOVERY COMMUNICAT 2,090 1,907
8,000 SHS AMC NETWORKS INC 8,098 6,080
22,000 SHS CONAGRA BRANDS INC 24,035 21,677
26,000 SHS ZIMMER BIOMET INC 26,680 24,515
24,000 SHS WESTERN DIGITAL 23,721 22,601
22,000 SHS TRINITY ACQ. 4.4% 23,524 21,340
22,000 SHS GLOBAL PMTS INC 23,045 21,406
24,000 SHS ALTRIA GROUP INC 26,123 23,495
7,000 SHS BROADCOM CORP 6,727 6,621
7,000 SHS AT&T INC SER B NOTE 7,629 6,680
9,000 SHS QVC INC NOTE 4.75% 7,680 6,370
17,000 SHS AT&T INC NOTE 4.25% 18,875 16,542
11,000 SHS CA INC NOTE 4.7% 10,989 10,267
23,000 SHS VERIZON COM. 25,436 22,401
12,000 SHS UNITED RENTALS 12,574 11,846
24,000 SHS HP INC NOTE 3% 25,126 21,906
26,000 SHS STEEL DYNAMICS INC 25,819 21,784
24,000 SHS DISCOVERY COM 3.95% 24,358 21,302
16,000 SHS CDW LLC NOTE 4.25% 15,897 14,725
11,000 SHS CDW LLC NOTE 3.25% 11,100 9,369
27,000 SHS SERVICE CORP INTL 28,925 25,313
23,000 SBA COMMUNICATIONS CORP 23,618 20,781
24,000 SHS KRAFT HEINZ FOODS 25,572 22,930
16,000 SHS CARLISLE COS INC 15,778 14,903
26,000 SHS ORACLE CORP 26,230 22,520
28,000 SHS BLOCK FINL LLC 26,733 23,800
24,000 SHS HCA INC NOTE 5.625% 27,160 23,864
5,000 SHS BROADCOM INC 5,428 4,650
2,000 SHS WILLIS NORTH AMER 2,260 1,885
29,000 SHS TEGNA INC 29,644 27,541
24,000 SHS MOLSON COORS BEV 25,320 22,273
237 SHS ISHARES IBOXX $ INVMT 25,283 24,987
685 SHS PGIM ETF TR ULTRA SH 33,674 33,634
1,163 SHS PIMCO ETF TRUST ENH 115,090 114,730
15,000 SHS NEWELL BRANDS INC 15,043 14,888
29,000 SHS TRANSDIGM INC SER B 27,498 27,232
24,000 SHS BOYD GAMING SER B 22,220 22,353
25,000 SHS ENCOMPASS HEALTH 24,063 22,710
26,000 SHS EXPEDIA GROUP SER B 23,912 23,868
24,000 SHS TRIMBLE INC NOTE 24,627 23,012
23,000 SHS WABTEC NOTE 4.95% 25,369 22,081
6,000 SHS SBA COMMUNICATIONS 5,385 4,989
11,000 SHS MOTOROLA SOL 4.6% 10,392 10,469
27,000 SHS BATH & BODY WORKS 25,380 26,654
7,000 SHS NEWELL BRANDS INC 7,000 6,919
26,000 SHS QORVO INC 4.375% 27,510 22,990
4,000 SHS ENCOMPASS HLTH 4.75% 3,560 3,513
27,000 SHS BERRY GLOBAL 1.57% 24,285 24,052

TY 2022 InvestmentsCorpStockSchedule
Name:
McCormick Family Foundation
EIN:
81-6798069
Name of Stock End of Year Book Value End of Year Fair Market Value
150.86 SHS ALPHAKEYS MILLENIUM 231,567 370,807
8,210 SHS AG ENERGY CREDIT 0 8,210
2,882.261 SHS COUNTERPOINT TAC 30,321 29,774
13,234.021 FS CR REAL ESTATE 324,005 322,248
372.932 SHS PGIM ETF TR ULTRA 18,286 18,311
2,158 SHS ALLSPRING EMERGING 26,836 21,585
1,065.065 SHS GRANT PARK MULTI 12,320 11,055
1,089.469 SHS JOHN HANCOCK 10,213 9,751
617.798 SHS VIRTUS KAR SMALL 11,346 9,341
722.025 SHS BRAMSHILL INCOME 7,496 6,903
882.245 SHS EATON VANCE 7,742 7,217
2,176.509 SHS EATON VANCE 16,585 16,302
3,217.7 SHS VOYA INTERMEDIATE 32,861 27,479
974.217 SHS FIRST TRUST MERGER 10,333 10,434
301.63 SHS ISHARES RUSS 1000 44,923 45,742
107.92 SHS ISHARES TR RUS 1000 26,031 23,122
1,728.332 SHS LATTICE STRATEGY 50,214 42,845
585 SHS CALAMOS CONVERTIBLE FU 10,781 9,203
1,683 SHS CAMPBELL SYSTEMATIC 16,176 15,705
1,322.774 SHS GOLDMAN SACHS 15,689 12,513
2,706.75 SHS IMGP DOLAN MCENIR 28,212 25,822
291.27 SHS FIRST TR EXCHANGE 7,866 7,774
81 SHS ABRDN PRECIOUS METALS 7,504 7,228
5,407.113 SHS ANGEL OAK FIN IN 46,853 43,473
3,227.33 SHS LIBERTY ST ROBINS 26,978 26,948
6,802.048 SHS AMERI CENT HIGH 56,534 58,702
5,060.516 SHS COUNTERPNT TACT 57,933 55,109
5,012.56 SHS EATON VANCE FLOAT 44,069 41,003
27,546.73 SHS EATON VANCE SH 212,949 206,325
813 SHS ISHARES TR PFD AND INC 25,243 24,821

TY 2022 InvestmentsGovtObligationsSch
Name:
McCormick Family Foundation
EIN:
81-6798069
US Government Securities - End of Year Book Value:

8,903
US Government Securities - End of Year Fair Market Value:

8,067
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2022 OtherDecreasesSchedule
Name:
McCormick Family Foundation
EIN:
81-6798069
Description Amount
BOOK/TAX DIFFERENCE FROM K-1 INVESTMENT 9,051


TY 2022 OtherExpensesSchedule
Name:
McCormick Family Foundation
EIN:
81-6798069
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOND PREMIUM 9,154 9,154 0 0
ACCRUED INTEREST PAID 2,931 2,931 0 0


TY 2022 OtherIncomeSchedule2
Name:
McCormick Family Foundation
EIN:
81-6798069
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
partnership income 5,767 5,767 0


TY 2022 OtherProfessionalFeesSchedule
Name:
McCormick Family Foundation
EIN:
81-6798069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UBS MANAGEMENT FEES 175 175 0 0
ROCKEFELLER CAPITAL MGMT FEES 16,536 16,536 0 0


TY 2022 TaxesSchedule
Name:
McCormick Family Foundation
EIN:
81-6798069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 5,000 0 0 0
FOREIGN TAXES 305 305 0 0