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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Scott and Jessica McClintock Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-0961842
B Telephone number (see instructions)

(800) 839-1754
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$10,715,323J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 16,721 16,721  
4 Dividends and interest from securities... 176,016 176,016  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 207,611
b Gross sales price for all assets on line 6a 2,981,848
7 Capital gain net income (from Part IV, line 2)... 207,611
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).......      
12 Total. Add lines 1 through 11........ 400,348 400,348  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 98,880     98,880
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 10,030     10,030
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
43,630 41,430   2,200
17 Interest............... 30 30    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,401 1,601    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 79     79
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
54,439 20,417   34,022
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 211,489 63,478   145,211
25 Contributions, gifts, grants paid....... 407,400 407,400
26 Total expenses and disbursements. Add lines 24 and 25 618,889 63,478   552,611
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -218,541
b Net investment income (if negative, enter -0-) 336,870
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 375,979 404,737 404,737
3 Accounts receivable right arrow1,700
Less: allowance for doubtful accounts right arrow   2,442 1,700 1,700
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) 2,626,913 Click to see attachment
List of Attached Documents:
// Content
2,492,435 		2,459,484
b Investments—corporate stock (attach schedule)....... 4,081,690 Click to see attachment
List of Attached Documents:
// Content
3,924,416 		6,059,694
c Investments—corporate bonds (attach schedule)....... 1,805,650 Click to see attachment
List of Attached Documents:
// Content
1,850,845 		1,789,708
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) 8,892,674 8,674,133 10,715,323
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 8,892,674 8,674,133
29 Total net assets or fund balances (see instructions)..... 8,892,674 8,674,133
30 Total liabilities and net assets/fund balances (see instructions). 8,892,674 8,674,133
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
8,892,674
2
Enter amount from Part I, line 27a .....................
2
-218,541
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,674,133
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,674,133
Form 990-PF (2023)
Form 990-PF (2023)
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 Publicly-traded Securities      
b
c
d
e
(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 2,981,848   2,774,237 207,611
b
c
d
e
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       207,611
b
c
d
e
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 2 207,611
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  
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 4,682
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 4,682
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 4,682
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,076
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 6,076
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 1,394
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,394 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 arrowDE
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 2023 or the taxable year beginning in 2023? 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
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
 
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Scott McClintock Dir, Pres, Sec, Treas
8.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael Roberts VP
20.0 		98,880 2,417 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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 (2023)
Form 990-PF (2023)
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
9,785,986
b
Average of monthly cash balances.......................
1b
459,647
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,245,633
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
10,245,633
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
153,684
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,091,949
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
504,597
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
504,597
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,682
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,682
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
499,915
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
499,915
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
499,915
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
552,611
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
552,611
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 499,915
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 155,453
f Total of lines 3a through e ........ 155,453
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 552,611
a Applied to 2022, but not more than line 2a  
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 2023 distributable amount..... 499,915
e Remaining amount distributed out of corpus 52,696
5 Excess distributions carryover applied to 2023.    
(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 5 208,149
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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 ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		208,149
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 155,453
e Excess from 2023.... 52,696
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
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 (2023)
Form 990-PF (2023)
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

AKASHINGA INC

100 N 18TH ST STE 300
PHILADELPHIA,PA19103 		N/A PC anti poaching and environmental protection projects 9,300

AKASHINGA INC

100 N 18TH ST STE 300
PHILADELPHIA,PA19103 		N/A PC All environmental protection and stop poaching projects 12,000

AKASHINGA INC

100 N 18TH ST STE 300
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 8,000

BIG DOG RANCH RESCUE INC

14444 OKEECHOBEE BLVD
LXHTCHEE GRVS,FL33470 		N/A PC General & Unrestricted 3,000

DEDICATION AND EVERLASTING LOVE TO ANIMALS

PO BOX 9
GLENDALE,CA91209 		N/A PC General & Unrestricted 200

ECO ERA

PO BOX 548
FOREST KNOLLS,CA94933 		N/A PC To protect land areas in Costa Rica from poaching and environmental protection projects 8,400

ECO ERA

PO BOX 548
FOREST KNOLLS,CA94933 		N/A PC Environmental protection of Costa Rica rain forest 8,400

ECO ERA

PO BOX 548
FOREST KNOLLS,CA94933 		N/A PC General & Unrestricted 8,400

FRIENDS OF KATAHDIN WOODS AND WATERS

PO BOX 18177
PORTLAND,ME04112 		N/A PC General & Unrestricted 3,100

HEAVEN CAN WAIT ANIMAL SOCIETY

546 N EASTERN AVE STE 175
LAS VEGAS,NV89101 		N/A PC General & Unrestricted 500

MOUNTAIN LION FOUNDATION

PO BOX 1896
SACRAMENTO,CA95812 		N/A PC General & Unrestricted 6,400

NATIONAL MARINE MAMMAL FOUNDATION INC

2240 SHELTER ISLAND DR STE 200
SAN DIEGO,CA92106 		N/A PC General & Unrestricted 26,900

NATURAL RESOURCES COUNCIL INC

3 WADE ST
AUGUSTA,ME04330 		N/A PC General & Unrestricted 12,100

NATURAL RESOURCES COUNCIL INC

3 WADE ST
AUGUSTA,ME04330 		N/A PC all general purpose environmental protection projects in Maine 4,800

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A PC General & Unrestricted 5,600

OCEANA INC

1025 CONNECTICUT AVE NW STE 200
WASHINGTON,DC20036 		N/A PC General & Unrestricted 24,100

PAWSITIVE BEGINNINGS

659 COLSON DR
KEY LARGO,FL33037 		N/A PC General & Unrestricted 1,500

PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC

501 FRONT ST
NORFOLK,VA23510 		N/A PC General & Unrestricted 18,500

PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC

501 FRONT ST
NORFOLK,VA23510 		N/A PC to help eliminate animal testing 8,000

SAVE THE CHIMPS INC

16891 CAROLE NOON LN
FT PIERCE,FL34945 		N/A PC General & Unrestricted 1,000

SAVE THE RHINO INTERNATIONAL INC

1350 AVE OF THE AMERICAS 2ND FL SUI
NEW YORK,NY10019 		N/A PC General & Unrestricted 16,800

SAVE THE RHINO INTERNATIONAL INC

1350 AVE OF THE AMERICAS 2ND FL SUI
NEW YORK,NY10019 		N/A PC All environmental, anti poaching protection projects 16,800

SAVE THE RHINO INTERNATIONAL INC

1350 AVE OF THE AMERICAS 2ND FL SUI
NEW YORK,NY10019 		N/A PC for all projects related to protection of large mammals in Africa or other similar environmental protection projects 16,800

SHANNON ELIZABETH FOUNDATION

21031 VENTURA BLVD STE 550
WOODLAND HILLS,CA91364 		N/A PC General & Unrestricted 20,000

SHANNON ELIZABETH FOUNDATION

21031 VENTURA BLVD STE 550
WOODLAND HILLS,CA91364 		N/A PC for all environmental projects in Africa to protected mammals from poaching and to enhance habitat of the same 28,000

SHANNON ELIZABETH FOUNDATION

21031 VENTURA BLVD STE 550
WOODLAND HILLS,CA91364 		N/A PC All environmental protection projects 26,000

SIERRA CLUB FOUNDATION

2101 WEBSTER ST STE 1250
OAKLAND,CA94612 		N/A PC for the Maine chapter of the Sierra Club 1,600

SIERRA CLUB FOUNDATION

2101 WEBSTER ST STE 1250
OAKLAND,CA94612 		N/A PC For the Maine chapter of the Sierra Club 1,200

SIERRA CLUB FOUNDATION

2101 WEBSTER ST STE 1250
OAKLAND,CA94612 		N/A PC for the Sierra Club chapter of Maine 1,200

THE ELEPHANT SANCTUARY IN TENNESSEE

PO BOX 393
HOHENWALD,TN38462 		N/A PC General & Unrestricted 29,200

TROUT UNLIMITED INC

PO BOX 98166
WASHINGTON,DC20090 		N/A PC Charitable Event 4,000

TROUT UNLIMITED INC

PO BOX 98166
WASHINGTON,DC20090 		N/A PC Alaska and Maine projects 6,000

TROUT UNLIMITED INC

PO BOX 98166
WASHINGTON,DC20090 		N/A PC Alaska and Maine projects 2,000

TROUT UNLIMITED INC

PO BOX 98166
WASHINGTON,DC20090 		N/A PC Alaska and Maine projects 2,000

TROUT UNLIMITED INC

PO BOX 98166
WASHINGTON,DC20090 		N/A PC Charitable Event 2,000

TROUT UNLIMITED INC

PO BOX 98166
WASHINGTON,DC20090 		N/A PC Alaska and Maine project 2,000

TROUT UNLIMITED INC

PO BOX 98166
WASHINGTON,DC20090 		N/A PC Alaska and Maine projects 4,000

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC South and Central America rain forest protection projects 4,800

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 19,200

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC To support Amazon Rainforest environmental projects 19,200

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC For the South and Central America rain forest protection projects 14,400
Total .................................right arrow 3a 407,400
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 16,721  
4 Dividends and interest from securities ....     14 176,016  
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 ............ 		    18 207,611  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   400,348  
13Total. Add line 12, columns (b), (d), and (e)..................
13
400,348
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 DepreciationSchedule
Name:
Scott and Jessica McClintock Foundation
EIN:
83-0961842
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 2023 InvestmentsCorpBondsSchedule
Name:
Scott and Jessica McClintock Foundation
EIN:
83-0961842
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 4.250% - 11/14/20 17,543 17,923
ADOBE SYSTEMS INC - 3.250% - 0 50,220 49,131
ALLISON TRANSMISSION INC - 4.7 19,925 19,323
ALPHABET INC NOTE - 1.998% - 0 51,318 47,239
ANALOG DEVICES INC NOTE - 2.95 13,944 12,722
ANHEUSER BUSCH - 4.000% - 04/1 16,609 16,802
AON CORP NOTE - 3.750% - 05/02 14,607 15,324
APPLE INC NOTE CALL - 3.350% - 55,139 48,728
AT&T INC - 2.750% - 06/01/2031 17,312 17,562
AUTOZONE INC - 3.125% - 04/18/ 11,727 10,911
BALL CORP BOND - 5.250% - 07/0 13,944 13,986
BANK AMER CORP FR - 4.200% - 0 26,865 24,765
BANK OF NY MELLON - 4.596% - 0 23,947 24,827
BANK OF NY MELLON CO - 3.850% 20,579 20,490
BAT CAPITAL CORP MTN CALL 12,841 12,734
BOOZ ALLEN HAMILTON INC BOND R 18,100 18,742
BROADCOM CORP/BROADCOM CAYMAN 16,281 15,985
CANADIAN PAC RY CO NEW NOTE - 20,657 20,516
CCO HLDGS LLC - 5.125% - 05/01 20,975 19,300
CENTENE CORP DEL SER B - 4.250 29,316 26,990
CENTRAL GARDEN + PET CO COMPAN 20,898 22,343
CITIGROUP INC NOTE - 4.140% - 27,683 27,832
D R HORTON - 2.500% - 10/15/20 17,080 16,585
D R HORTON INC - 2.600% - 10/1 10,610 9,572
DOLLAR TREE INC - 4.000% - 05/ 28,829 26,507
EQUINIX INC - 2.900% - 11/18/2 27,987 26,620
EXPRESS SCRIPTS HLDG NOTE - 3. 19,673 19,770
FEDEX CORP - 3.250% - 04/01/20 26,028 23,203
GENERAL DYNAMICS - 2.375% - 11 28,018 29,266
GRAPHIC PACKAGING INTL LLC - 3 17,350 18,000
HCA INC - 5.375% - 02/01/2025 22,350 19,973
HOLOGIC INC - 4.625% - 02/01/2 26,438 23,993
HOME DEPOT INC - 2.950% - 06/1 51,638 47,044
IHS MARKIT LTD - 4.750% - 02/1 22,672 19,668
IMS HEALTH INC - 5.000% - 10/1 25,369 24,764
INTEL CORP - 5.200% - 02/10/20 25,294 26,145
KFC HLDG CO/PIZZA HUT HLDGS LL 26,203 24,620
KIMCO REALTY CORP NOTE - 2.700 20,449 20,883
KROGER CO - 4.000% - 02/01/202 27,606 25,953
L BRANDS INC - 7.500% - 06/15/ 20,287 20,781
LABORATORY CORP OF AMER - 3.60 19,492 19,660
LAM RESEARCH CORP NOTE - 3.800 19,981 19,743
LAMAR MEDIA CORP SER B NOTE - 19,913 21,617
LAMB WESTON HLDGS INC BOND REG 21,464 21,517
LOWES COS - 3.750% - 04/01/203 18,497 18,749
LPL HLDGS INC BD REG S - 4.625 25,800 24,144
MARSH &MCLENNAN - 5.400% - 09/ 14,248 15,790
MICROSOFT CORP - 3.125% - 11/0 48,310 43,937
MID-AMERICA APTS LP NT - 4.000 24,009 21,618
MORGAN STANLEY - 3.125% - 07/2 12,435 12,452
MURPHY OIL CP HLDG - 5.625% - 26,190 24,782
NETFLIX INC - 5.875% - 02/15/2 20,089 19,156
OMNICOM GROUP INC BOND - 3.600 28,711 29,235
ORACLE CORP - 4.500% - 05/06/2 21,029 21,017
PAPA JOHNS INTL INC BOND REG S 12,750 13,273
PAYPAL HOLDINGS INC - 2.650% - 22,116 19,955
PERFORMANCE FOOD GROUP CO BOND 21,750 22,934
PRIME SEC SVCS BORROWER LLC - 21,750 20,086
PROCTOR & GAMBLE CO - 2.450% - 32,773 28,622
PUBLIC SERVICE ENTERPRIS - 2.8 24,418 22,704
RAYTHEON TECHNOLOGIES CORP - 3 21,263 18,072
REPUBLIC SERVICES INC - 2.900% 28,759 24,970
SBA COMMUNICATIONS CORP SER B 29,692 27,857
SEALED AIR CORP - 5.125% - 12/ 21,425 19,875
SPRINT CORP SR GLBL NT - 7.125 16,450 16,069
STATE STR CORP NOTE - 5.272% - 24,886 25,341
SYSCO CORPORATION - 3.250% - 0 31,449 28,676
TARGET CORP - 4.400% - 01/15/2 20,035 20,231
TORONTO DOMINION BANK SER C - 17,648 17,893
UNITED STATES TREAS AL-202 - 1 79,849 81,182
UNITEDHEALTH GROUP INC - 4.250 12,055 11,993
US TREAS - 3.625% - 05/15/2026 89,134 89,974
VERIZON COMMUNICATIONS INC - 2 17,790 18,133
WMG ACQUISITION - 3.750% - 12/ 20,374 20,929

TY 2023 InvestmentsCorpStockSchedule
Name:
Scott and Jessica McClintock Foundation
EIN:
83-0961842
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 30,474 44,138
ABBVIE INC 13,356 24,330
ABIOMED INC CONTRA - CVR LINE    
ACCENTURE PLC 23,639 49,478
ADOBE SYSTEMS, INC 44,566 70,994
ADVANCED MICRO DEVICES INC 7,346 21,080
AFLAC INC 2,580 4,703
AGILENT TECHNOLOGIES INC 1,357 2,642
AIA GROUP LTD ADR 3,146 2,947
AIRBNB 2,273 2,178
AKAMAI TECH COM STK 797 1,302
ALCON INC 1,710 2,187
ALEXANDRIA REAL ESTATE EQUITIE 1,665 1,648
ALIBABA GROUP HOLDING LTD 4,558 2,015
ALIGN TECHNOLOGY, INC 2,149 2,466
ALLEGRO MICROSYSTEMS ORD SHS 3,482 4,147
ALLSTATE CORP 2,628 3,500
ALPHABET INC CL A 65,842 155,334
ALPHABET INC CL C 25,038 63,700
AMAZON COM 64,769 115,625
AMCOR LTD ORD SHS 5,384 4,396
AMER INTERNATIONAL GROUP INC 5,713 8,808
AMERICAN EXPRESS CO 6,795 11,990
AMERICAN HOMES 4 RENT 31,716 34,522
AMERICAN TOWER REIT INC 36,267 41,449
AMERICAN WATER WORKS COMPANY I 4,603 4,356
AMERIPRISE FINANCIAL INC 2,111 4,558
AMETEK INC 7,181 12,367
AMGEN INC 9,807 14,689
AMN HEALTHCARE SERVICES INC 2,784 1,722
AMPHENOL CORPORATION 1,122 2,577
ANALOG DEVICES INC 6,186 11,715
ANSYS INC 481 1,089
AON PLC CL A 3,000 5,238
APPLE HOSPITALITY REIT INC 1,151 1,296
APPLE INC 85,699 363,688
APPLIED MATERIALS INC 29,942 54,618
APTAR GROUP INC 2,483 2,843
APTIV PLC 2,928 2,512
ARISTA NETWORKS 841 3,768
ASHTEAD GROUP PLC 2,090 2,274
ASML HOLDING NV NY REG SHS 2,395 3,028
ASSA ABLOY UNSP/ADR 2,202 3,408
ASTRAZENECA 5,397 5,657
AT&T, INC 23,413 18,458
ATLAS COPCO AB B SHS ADR 2,205 4,554
ATMOS ENERGY CORP 2,490 2,782
AUTODESK, INC 3,846 5,357
AUTOMATIC DATA PROCESSING INC 10,635 14,677
AVALONBAY CMNTYS INC 5,264 5,242
AVANGRID INC 1,620 1,361
AVERY DENNISON CORP 976 1,819
AXA ADS 3,076 4,347
AXON ENTERPRISE 13,353 17,050
AZENTA INC 2,228 1,563
BAKER HUGHES COMPANY 14,101 22,320
BALL CP 17,533 15,415
BANK NEW YORK MELLON CORP COM 3,444 3,539
BANK OF AMERICA CORP 22,801 27,172
BARRATT DEVEL 2,868 2,646
BATH & BODY WORKS, INC 1,246 1,036
BAXTER INTERNATIONAL INC 1,974 1,972
BECTON DICKINSON & CO 7,035 7,315
BEST BUY INC 1,248 1,566
BIOGEN INC 2,105 2,070
BJ'S WHLSL CLUB INC 1,473 4,533
BLACKROCK INC 6,924 12,989
BOOKING HOLDINGS INC 10,292 17,736
BOSTON PPTYS INC 2,925 2,526
BOSTON SCIENTIFIC 4,700 7,226
BRIGHT HORIZONS FAMILY SOLUTIO 3,754 2,827
BRISTOL-MYERS SQUIBB CO 10,647 10,211
BRIXMOR PPTY GROUP INC COM 3,318 3,584
BROADCOM INC 9,487 39,069
BROWN FORMAN CORP CL B 288 343
BURLINGTON STORES, INC 4,082 4,473
BYD CO LTD UNSP/ADR 3,519 2,985
CADENCE DESIGN SYSTEMS INC 855 4,903
CAMDEN PPTY TR 3,603 2,582
CAMPBELL SOUP CO 1,619 1,643
CAPITAL ONE FINANCIAL CORP 4,196 6,556
CARDINAL HEALTH INC 729 1,310
CBRE GROUP 1,032 1,862
CELLNEX TELECOM ADR 2,902 2,769
CENCORA INC 1,798 4,313
CENTENE CORP 3,037 3,414
CENTERPOINT ENERGY 3,246 5,343
CHARLES SCHWAB CORP 40,078 59,650
CHARTER COMMUNICATIONS, INC 4,211 4,275
CHIPOTLE MEX GRILL 1,799 6,861
CHUBB LIMITED 9,376 14,916
CIGNA CORPORATION 6,453 9,582
CINCINNATI FINANCIAL CORP 646 828
CINTAS CRP 1,085 3,616
CISCO SYSTEMS INC 47,927 48,297
CITIGROUP INC 11,906 9,979
CITIZENS FINANCIAL GROUP, INC 1,907 1,723
CME GROUP, INC 5,682 6,529
CMS ENERGY CP 10,640 10,278
COGNIZANT TECHNOLOGY SOLUTIONS 2,360 2,568
COLGATE-PALMOLIVE COMPANY 3,877 4,783
COLUMBIA BANKING SYSTEM, INC 2,673 2,508
COMCAST CORP 48,708 48,191
CONAGRA FOODS INC 1,501 1,605
CONSOLIDATED EDISON INC 14,193 16,284
CONSTELLATION BRANDS INC 2,760 3,385
CONSTELLATION ENERGY GROUP INC 11,497 20,339
COOPER COMPANIES INC 825 1,135
CORNING INC 4,554 6,790
COSTAR GROUP, INC 2,075 2,709
COSTCO WHOLESALE CORPORATION 42,870 110,232
COUSINS PROPERTIES INC 3,350 2,411
CRODA INTL 2,456 2,263
CROWN CASTLE INTL 10,192 8,985
CSL LTD 2,399 2,624
CSX CORP 9,333 14,423
CUBESMART 1,884 2,225
CVS CAREMARK CORP 6,876 8,844
CYBERARK SOFTWARE LTD 3,318 4,600
D R HORTON 26,251 35,411
DAIKIN INDS LTD ADR 2,529 3,412
DAIMLER AG ADR 2,814 2,517
DANAHER CORP 5,815 13,649
DARDEN RESTAURANTS INC 1,276 2,300
DARLING INGREDIENTS INC 2,657 1,844
DASSAULT SYS SA SPN ADR 1,320 2,059
DECKERS OUTDOOR CORPORATION 1,281 6,016
DEERE CO 35,001 44,386
DEUTSCHE TELE AG ADS 5,166 6,925
DEXCOM, INC 2,939 3,599
DIGITAL RLTY TR INC 3,321 3,365
DISCOVER FINL SVCS COM 3,713 4,046
DNB BANK ASA 3,685 3,937
DOLLAR GENERAL CORP 1,690 1,767
DOLLAR TREE INC 4,004 3,267
DOMINOS PIZZA INC 1,974 2,061
DOVER CORP 1,963 3,538
DTE ENERGY CO COM 12,159 13,672
EAST WEST BANCORP, INC 2,848 4,461
EASTGROUP PROPERTIES INC 2,876 3,671
EATON CORP PLC 21,057 65,021
EBAY INC 2,898 3,315
ECOLAB INC 28,242 33,124
EDWARDS LIFESCIENCES 4,390 5,948
ELECTRONIC ARTS 2,138 3,147
ELEVANCE HEALTH INC 6,202 9,903
ELI LILLY & CO 8,705 43,136
EMERSON ELECTRIC CO 6,400 10,220
ENPHASE ENERGY ORD SHS 2,739 1,718
EPAM SYSTEMS INC 2,366 2,379
EQUIFAX INC 6,378 7,913
EQUINIX, INC 11,046 18,524
EQUITY LIFESTYLE PRP 5,745 6,419
EQUITY RESIDENTIAL PPTYS TR 4,900 4,159
ESSENTIAL UTILITIES INC 1,205 1,270
ESSEX PRTY TR INC 2,345 2,727
ETSY INC 6,350 4,134
EVEREST GROUP, LTD 2,311 2,121
EVEREST RE GROUP LTD 668 1,061
EVERSOURCE ENERGYINC 11,991 8,394
EXPEDIA INC 1,526 1,670
EXPEDITORS INTL WASH INC 447 763
EXTRA SPACE STORAGE 4,690 7,696
FASTENAL COMPANY 3,120 6,477
FEDERAL REALTY INVESTMENT TRUS 4,240 4,019
FEDEX CORPORATION 2,718 5,565
FIDELITY NATIONAL INFORMATION 8,574 4,025
FIFTH THIRD BANCORP 1,920 2,414
FIRST INDUSTRIAL REALTY TRUST 4,553 5,846
FIRST SOLAR INC 2,457 3,962
FISERV INC 43,180 57,121
FLEETCOR TECHNOLGIES INC 760 1,130
FORD MOTOR COMPANY 2,146 2,913
FORTINET INC 1,154 2,400
FORTIVE CORPORATION 30,642 36,520
FOX CORP CL A 1,268 920
FOX CORP CL B 522 359
FRANKLIN RES INC 1,920 2,115
FRESHPET INC 1,624 2,169
GALLAGHER ARTHUR J & CO 893 2,699
GARTNER INC 2,420 3,609
GEN DIGITAL ORD SHS 2,633 3,377
GENERAC HOLDING INC 5,397 1,680
GENERAL MILLS INC 7,071 8,143
GENERAL MOTORS 6,962 6,430
GENUINE PARTS COMPANY 2,475 3,186
GILEAD SCIENCES INC 8,345 10,207
GLOBAL PAYMENTS INC 3,882 3,048
GLOBE LIFE INC 260 365
GOLDMAN SACHS GROUP 6,545 12,345
GRAINGER W W INC 4,602 7,458
HALLIBURTON COMPANY 12,633 26,896
HANG LUNG PROPERTIES-SP ADR 2,896 1,615
HANNOVER RUCKVISCG SP/ADR 3,110 3,467
HANOVER INS GROUP 3,270 3,157
HARTFORD FINANCIALSERVICES GRO 695 1,286
HASBRO INC 293 153
HCA INC 3,246 6,226
HEALTHPEAK PROPERTIES INC 4,726 3,703
HENKEL KGAA ADR 2,134 1,805
HENRY JACK & ASSOC INC 3,583 3,758
HEWLETT PACKARD ENTERPRISE CO 2,660 2,819
HEXCEL CP DELAWARE 3,381 3,614
HILTON WORLDWIDE HOLDINGS, INC 2,487 4,552
HOLOGIC, INC 380 643
HOME DEPOT INC 32,377 60,646
HORACE MANN EDUCATOR 2,131 1,799
HOST HOTELS & RESORTS INC 7,147 8,995
HOYA CORP SPONS ADR 2,110 3,860
HUMANA INC 5,708 6,867
HUNT J B 4,992 6,991
ICON PLC - AMERICAN DEPOSITARY 2,524 3,397
IDEX CP 3,519 5,211
IDEXX CORP 2,776 3,885
ILLINOIS TOOL WORKS 11,802 18,860
ILLUMINA INC COM 1,907 2,089
INCYTE CORPORATION 1,057 879
INDUSTRIA DE DISENO 3,001 4,269
INFINEON TECH ADS 1,669 3,264
ING GROUP N V SPONSORED ADR 3,452 5,753
INGERSOLL-RAND INC 481 1,392
INGEVITY CORPORATION 2,667 1,700
INTEL CORP 16,356 18,291
INTERCONTINENTAL EXCHANGE, INC 30,381 37,502
INTERCONTINENTAL HOTELS GROUP 1,491 2,371
INTERNATIONAL BUSINESS MACHINE 9,051 11,939
INTUIT 5,645 15,626
INTUITIVE SURGICAL 5,840 11,133
IPG PHOTONICS CORP 3,333 3,690
IQVIA HOLDINGS INC 2,084 2,545
JOHNSON & JOHNSON 36,317 40,596
JONES LANG LASALLE 4,522 4,344
JP MORGAN CHASE 32,847 51,710
JUNIPER NETWORKS 567 590
KELLANOVA (FNA KELLOGG CO) 2,166 2,236
KERRY GROUP PLC 3,234 2,362
KILROY REALTY CP 2,193 1,315
KIMCO RLTY CORP 3,746 3,282
KLA TENCOR CORP 1,667 5,813
KONINKLIJKE AHOLD DELHAIZE NV 3,753 3,760
KONINKLIJKE PHILIPS ELECTRONIC 39 23
KRAFT HEINZ CO 7,382 7,581
KROGER CO 3,815 4,525
L'AIR LIQUIDE ADR OTC 1,684 2,843
L'OREAL ADR 3,990 5,269
LAM RESEARCH CORP 1,960 9,399
LAMAR ADVERTISING CO CL A REIT 2,445 3,188
LAMB WESTON HOLDINGS INC 5,615 7,999
LAS VEGAS SANDS CORP 3,441 3,937
LENNAR CORP 2,517 3,875
LEVI STRAUSS ORD SHS CLASS A 2,071 1,505
LINCOLN ELECTRIC HOLDING INC 2,366 4,132
LIVE OAK BANCSHARES, INC. 2,824 2,685
LKQ CORPORATION 1,734 2,294
LOEWS CORP 11,327 18,581
LOWES COMPANIES INC 7,105 14,466
LPL FINANCIAL HOLDINGS INC 3,258 5,235
LTC PROPERTIES INC 2,217 1,799
M&T BANK CORP 3,306 3,016
MACQUARIE GROUP LTD ADR 3,410 4,371
MANPOWER GROUP INC 2,506 1,828
MARKETAXESS HOLDINGS, INC 39,979 42,170
MARRIOTT INTERNATIONAL INC. CL 3,164 6,540
MARSH AND MCLENNAN COMPANIES I 5,069 10,421
MARTIN MARIETTA MATLS INC 3,967 8,980
MASCO CORP 8,974 12,190
MASTERCARD INC 71,807 106,200
MATCH GROUP INC 1,750 1,862
MCCORMICK & CO 2,682 2,668
MCDONALD'S CORP 14,214 23,128
MCKESSON CORP 4,653 10,649
MEDTRONIC PLC 38,154 32,622
MERCK & CO INC 68,168 93,211
MERIT MEDICAL SYSTEMS, INC. 3,588 4,254
META PLATFORMS INC 29,758 67,959
METLIFE INC 4,875 6,944
MGM RESORTS INTERNATIONAL 1,693 2,725
MICROCHIP TECHNOLOGY INC 1,847 3,968
MICRON TECHNOLOGY 4,701 9,899
MICROSOFT CORP 118,244 391,081
MID-AMERICA APT COMMUNITIES IN 3,198 3,765
MIDDLEBY CORPORATION 3,529 3,974
MITSUBISHI UFJ FINANCIAL GROUP 3,195 3,289
MODERNA, INC 9,084 3,779
MOLSON COOR BREW CO CL B 2,559 3,061
MONDELEZ INTERNATIONAL INC 7,024 11,082
MONSTER BEVERAGE CORP 2,796 3,341
MORGAN STANLEY 4,724 10,537
MSA SAFETY INCORPORATED 3,622 4,390
MURATA MFG INC UNSP/ADR 1,971 2,143
MYR GROUP INC DEL COM 3,435 3,616
NETFLIX INC 26,392 42,359
NEW YORK TIMES CO CL A 2,299 3,527
NEWMONT GOLDCORP CORPORATION 17,352 14,859
NIKE INC-CL B 38,785 45,382
NISOURCE INC 7,158 7,434
NORDSON CP 2,448 3,170
NORTHERN TRUST CORPORATION 2,359 1,856
NOVARTIS AG ADR 3,450 4,241
NOVO NORDISK A S 1,527 4,966
NVIDIA CORP 12,272 107,462
NXP SEMICONDUCTORS 3,182 3,905
O'REILLY AUTOMOTIVE INC 19,368 39,903
OLD DOMINION FREIGHT LINE 1,039 3,243
OMNICELL, INC 3,981 2,295
OMNICOM GROUP 685 779
ON SEMICONDUCTOR 4,189 5,847
ORACLE CORP 10,795 19,188
ORIX CORP ADS 3,215 4,203
ORMAT TECHNOLOGIES 2,042 2,804
OTIS WORLDWIDE CORP 1,852 2,595
OVERSEA-CHINESE ADR 5,323 5,824
PACCAR INC 5,899 13,280
PALO ALTO NETWORKS INC 19,840 31,847
PARAMOUNT GLOBAL ORD SHS CLASS 3,331 961
PARKER HANNIFIN CP 10,790 23,035
PARNASSUS MID CAP FUND 170,655 181,264
PAYCHEX 754 1,310
PAYCOM SOFTWARE 3,000 2,687
PAYLOCITY CORP 3,981 2,802
PAYPAL HOLDINGS, INC 35,114 25,055
PENUMBRA INC 2,292 3,018
PEPSICO INC 53,015 59,784
PFIZER INC 27,667 18,829
PG & E CORP 4,332 5,283
PHILIP MORRIS INTL 12,163 13,359
PNC FINANCIAL GROUP INC 3,722 4,646
PRINCIPAL FINANCIAL GROUP 2,204 3,147
PROCTER GAMBLE CO 22,862 33,997
PROGRESSIVE CORP OHIO 4,182 7,486
PROLOGIS 16,335 26,927
PROSUS NV ADR 1,766 1,708
PRUDENTIAL FINCL INC 6,518 7,260
PRYSMIAN SPA MILANO 3,066 4,237
PT BANK RAKYAT ADR 1,315 2,363
PUBLIC STORAGE INC 11,688 12,200
QUALCOMM INC 7,433 16,922
QUANTA SVCS INC 5,238 9,927
QUEST DIAGNOSTICS 3,616 3,723
REALTY INCOME CORP 23,153 23,255
REGENERON PHARMACEUTICALS INC 5,134 10,539
REINSURANCE GROUP AMER INC 2,463 3,074
RELX PLC 1,542 1,547
REPUBLIC SVCS INC 683 1,484
RESMED INC 313 516
REXEL SA ADR 2,746 3,218
ROBERT HALF INTL INC 4,772 4,396
ROCHE HOLDING AG GENUSSCHEIN ( 3,036 2,641
ROCHE HOLDING LTD ADR 5,156 5,145
ROCKWELL AUTOMATION INC 29,701 39,120
ROLLINS INC 271 437
ROPER INDUSTRIES 7,658 12,539
ROYAL CARRIBEAN CRUISE 2,568 3,496
S&P GLOBAL INC COM 31,116 46,695
SAGE GROUP PLC UNS/ADR 1,934 2,279
SALESFORCE.COM 16,320 27,367
SAMPO PLC UNSPONSORED ADR 2,748 3,058
SAP AKTIENGESELL ADS 2,909 3,710
SBA COMMUNICATIONS CORP 2,816 2,791
SCHNEIDER ELEC UNSP/ADR 2,613 6,276
SEMPRA ENERGY COM 8,800 10,761
SENSIENT TECHNOLOGIES 2,589 2,442
SERVICE NOW 23,366 42,389
SIMON PPTY GROUP INC 10,115 9,700
SINGAPORE TELE ADR 1,732 1,832
SMITH A O CORP DEL COM 1,556 2,556
SNAP ON INC 489 867
SOLAREDGE TECHNOLOGIES INC 3,475 1,310
SONOCO PRODUCTS COMPANY 1,900 1,844
SONY GROUP CORP 4,375 4,166
SSE PLC SPON ADR 4,998 5,693
STANLEY BLACK & DECKER INC 2,109 1,472
STARBUCKS CORP COM 9,921 9,313
STATE STREET CORPORATION 1,185 1,317
STEEL DYNAMICS INC 14,876 16,534
STIFEL FINANCIAL CP 1,309 2,559
STRYKER CORPORATION 7,891 12,877
SYSCO CORP 4,337 4,680
T-MOBILE US INC 4,486 5,451
TAIWAN SEMICONDUCTOR MFG CO LT 34,228 47,840
TAKE-TWO INTERACTIVE SOFTWARE 1,547 2,092
TAPESTRY INC 2,155 2,061
TARGET CORPORATION 3,620 6,979
TDK CORP 1,853 2,129
TE CONNECTIVITY LTD 3,545 6,182
TELEDYNE TECH INC 8,326 10,265
TESLA MOTORS INC 55,227 57,647
TETRA TECH INC 1,950 3,839
TEXAS INSTRUMENTS INC 8,653 14,660
THE BLACKSTONE GROUP INC CL A 1,721 1,964
THE COCA-COLA CO 20,704 25,399
THE HERSHEY COMPANY 8,176 7,830
THE JM SMUCKER COMPANY 339 379
THERMO FISHER SCIENTIFIC INC 55,201 81,741
TJX COMPANIES INC 29,251 50,188
TRACTOR SUPPLY CO COM 2,015 4,516
TRANE TECHNOLOGIES PLC 15,518 44,634
TRAVELERS COMPANIES INC 7,130 9,905
TREX CO INC 2,081 2,401
TRIMBLE NAV LTD 2,584 2,979
TRUIST FINANCIAL CORPORATION 7,433 5,686
UBER 7,053 7,019
UDR INC 945 881
ULTA SALON, COSMETICS & FRAGRA 4,245 5,390
UNILEVER PLC AMER 6,452 5,672
UNION PACIFIC 14,253 22,351
UNITED CONTINENTAL HOLDINGS IN 2,517 1,857
UNITED PARCEL SERVICE 7,589 11,792
UNITED RENTALS INC 3,361 8,028
UNITEDHEALTH GROUP INC 55,635 115,296
UNIVERSAL HLTH SVC B 673 762
US BANCORP 8,693 7,314
V F CORP 2,092 1,974
VALMONT INDUSTRIES INC 3,703 3,036
VENTAS INC 2,788 2,492
VERALTO CORPORATION 741 1,563
VERISIGN INC 3,473 3,707
VERISK ANALYTICS, INC 2,607 5,016
VERIZON COMMUNICATIONS 23,133 16,249
VERTEX PHARMCTLS INC 38,945 58,592
VESTAS WIND SYS UNSP/ADR 2,929 4,186
VIATRIS ORD SHS 4,402 3,346
VICI PROPERTIES INC 8,443 9,341
VISA INC 22,338 39,834
VOLVO AS-A ADR 2,907 3,062
VULCAN MATERIALS CO 4,739 7,264
WAL-MART STORES INC 14,071 21,756
WALT DISNEY HOLDINGS CO 64,682 58,056
WARNER BROS. DISCOVERY, INC 5,982 2,299
WASTE MANAGEMENT INC 4,224 7,880
WEBSTER FINL CORP 3,714 4,061
WELLS FARGO & CO 17,721 17,325
WELLTOWER INC. 10,330 12,353
WESTERN DIGITAL CORP 1,535 1,623
WESTINGHOUSE AIR BRAKE TECHNOL 5,988 12,056
WILLIS TOWERS WATSON 472 724
WOLFSPEED INC 4,754 2,654
XYLEM INC 19,819 32,135
YUM BRANDS INC 1,615 2,352
ZIMMER BIOMET HOLDINGS 2,560 2,556
ZOETIS INC 686 1,579

TY 2023 InvestmentsGovtObligationsSch
Name:
Scott and Jessica McClintock Foundation
EIN:
83-0961842
US Government Securities - End of Year Book Value:

2,492,435
US Government Securities - End of Year Fair Market Value:

2,459,484
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherExpensesSchedule
Name:
Scott and Jessica McClintock Foundation
EIN:
83-0961842
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 31,179     31,179
Bank Charges 20,417 20,417    
Computers/Electronic Devices 952     952
Payroll Processing Fees 966     966
State or Local Filing Fees 25     25
Website Hosting/Support 900     900


TY 2023 OtherProfessionalFeesSchedule
Name:
Scott and Jessica McClintock Foundation
EIN:
83-0961842
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 41,430 41,430    
Website Development 2,200     2,200


TY 2023 TaxesSchedule
Name:
Scott and Jessica McClintock Foundation
EIN:
83-0961842
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 2,800      
Foreign Tax Paid 1,601 1,601