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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
 
Number and street (or P.O. box number if mail is not delivered to street address)1120 SOUTH 101ST STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68124
A Employer identification number

20-5604435
B Telephone number (see instructions)

(615) 692-4612
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$5,837,570
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 124,436 124,436  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 435,725
b Gross sales price for all assets on line 6a 1,947,778
7 Capital gain net income (from Part IV, line 2)... 436,153
8 Net short-term capital gain......... 0
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)....... 1,838 1,838  
12 Total. Add lines 1 through 11........ 561,999 562,427  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 175 87 0 0
c Other professional fees (attach schedule).... 41,216 20,608   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,109 2,036   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 57 57   57
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,557 22,788 0 57
25 Contributions, gifts, grants paid....... 272,000 272,000
26 Total expenses and disbursements. Add lines 24 and 25 315,557 22,788 0 272,057
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 246,442
b Net investment income (if negative, enter -0-) 539,639
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 5,000 5,002 5,002
2 Savings and temporary cash investments......... 208,951 110,796 110,796
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,289,567 Click to see attachment
List of Attached Documents:
// Content
1,826,330
3,316,996
c Investments—corporate bonds (attach schedule)....... 1,564,103 Click to see attachment
List of Attached Documents:
// Content
2,443,713
2,404,776
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).......... 74,825   0
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) 4,142,446 4,385,841 5,837,570
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
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........ 4,142,446 4,385,841
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,142,446 4,385,841
30 Total liabilities and net assets/fund balances (see instructions). 4,142,446 4,385,841
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
4,142,446
2
Enter amount from Part I, line 27a .....................
2
246,442
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,388,888
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,047
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,385,841
Form 990-PF (2024)
Form 990-PF (2024)
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 4242.13 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2024-01-16
b 100000. NATIONAL RURAL UTIL COOP .35% 08 FEB 2024   2023-05-09 2024-02-08
c 1505.258 VICTORY MRKT NTRL INC-I   2021-10-06 2024-02-08
d 23. TEXAS INSTRUMENTS INC   2023-11-21 2024-02-13
e 510. TEXAS INSTRUMENTS INC   2019-11-06 2024-02-13
34. NIKE INC -CL B   2023-11-21 2024-03-04
700. NIKE INC -CL B   2005-08-12 2024-03-04
8494.622 VICTORY MRKT NTRL INC-I   2021-10-06 2024-03-28
293.95 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2024-04-15
100000. FIFTH THIRD BANK 5.15% 14 MAY 2024   2023-05-09 2024-05-14
557.95 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2024-05-15
116. INTERPUBLIC GROUP OF COS INC   2023-11-21 2024-05-15
1338. INTERPUBLIC GROUP OF COS INC   2021-12-14 2024-05-15
1079.4 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2024-06-17
80. NVIDIA CORP   2023-11-21 2024-06-18
407. NVIDIA CORP   2019-05-17 2024-06-18
18. ENCORE WIRE CORP   2023-11-21 2024-06-27
511. ENCORE WIRE CORP   2023-06-09 2024-06-27
19. APPLE INC   2023-11-21 2024-07-26
96. APPLE INC   2018-11-04 2024-07-26
446. NVIDIA CORP   2019-05-17 2024-07-26
9145.215 FIDELITY INFL PROT BD-INS PR   2022-10-11 2024-08-01
30000. UTAH ST BRD REGENTS REV ISSUE DATE: 12/17/2009 - TAXABLE   2019-01-31 2024-08-01
11. ALEXANDRIA REAL ESTATE EQUIT   2023-11-21 2024-09-11
177. ALEXANDRIA REAL ESTATE EQUIT   2019-11-06 2024-09-11
6191.28 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2024-09-16
132. COTERRA ENERGY INC   2023-11-21 2024-10-29
2129. COTERRA ENERGY INC   2022-10-26 2024-10-29
3084.176 DIAMOND HILL INTL-Y   2023-12-20 2024-10-29
5282.89 SEAFARER OVRSEA GR & INC-INS   2023-12-20 2024-10-29
579.049 JPMORGAN INTL HDG EQTY-I   2023-11-21 2024-10-29
6119.98 JPMORGAN INTL HDG EQTY-I   2023-06-14 2024-10-29
11. JOHNSON & JOHNSON   2023-11-21 2024-10-29
334. JOHNSON & JOHNSON   2020-03-30 2024-10-29
79. KENVUE INC   2023-11-21 2024-10-29
827. KENVUE INC   2019-05-17 2024-10-29
438.909 LAZARD GL LIST INFRASTR-INST FUND 1243   2023-11-21 2024-10-29
5881.491 LAZARD GL LIST INFRASTR-INST FUND 1243   2022-08-19 2024-10-29
99. DIAMONDBACK ENERGY INC   2023-11-17 2024-11-05
10.738 UNDISC MGRS BEHAV VAL-L   2023-11-21 2024-11-07
128.113 UNDISC MGRS BEHAV VAL-L   2023-06-14 2024-11-07
3375.83 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2024-11-15
296. APPLE INC   2019-05-17 2024-11-26
158. BERKSHIRE HATHAWAY INC-CL B   2023-11-21 2024-11-26
56. BLACKROCK INC   2023-11-21 2024-11-26
6684.34 MACQUARIE MID CAP INC OP-INS   2023-11-21 2024-11-26
671.169 UNDISC MGRS BEHAV VAL-L   2015-07-27 2024-11-26
1362. NVENT ELECTRIC PLC   2024-06-28 2024-11-26
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 4,242   4,242  
b 100,000   100,000  
c 12,840   14,405 -1,565
d 3,627   3,522 105
e 80,420   53,484 26,936
3,392   3,619 -227
69,840   7,776 62,064
71,440   81,282 -9,842
294   294  
100,000   100,000  
558   558  
3,693   3,520 173
42,594   49,156 -6,562
1,079   1,079  
10,841   4,002 6,839
55,153   1,584 53,569
5,215   3,503 1,712
148,041   93,577 54,464
4,137   3,623 514
20,901   4,930 15,971
50,108   1,736 48,372
84,045   88,593 -4,548
30,000   30,000  
1,314   1,148 166
21,138   27,198 -6,060
6,191   6,191  
3,139   3,512 -373
50,630   64,589 -13,959
56,687   51,259 5,428
66,300   64,980 1,320
9,850   9,132 718
104,101   90,917 13,184
1,768   1,660 108
53,673   45,604 8,069
1,794   1,571 223
18,782   14,483 4,299
7,062   6,535 527
94,633   93,730 903
17,282   15,517 1,765
983   829 154
11,724   8,825 2,899
3,376   3,376  
69,518   14,067 55,451
75,479   34,397 41,082
57,305   33,814 23,491
142,711   120,250 22,461
63,613   38,498 25,115
105,839   105,058 781
      426
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      426
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      426
      426
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        
b        
c       -1,565
d       105
e       26,936
      -227
      62,064
      -9,842
       
       
       
      173
      -6,562
       
      6,839
      53,569
      1,712
      54,464
      514
      15,971
      48,372
      -4,548
       
      166
      -6,060
       
      -373
      -13,959
      5,428
      1,320
      718
      13,184
      108
      8,069
      223
      4,299
      527
      903
      1,765
      154
      2,899
       
      55,451
      41,082
      23,491
      22,461
      25,115
      781
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 436,153
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 7,501
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 0
3 Add lines 1 and 2........................... 3 7,501
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,501
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,752
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,749
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowNE
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? 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 arrowSECURITY NATIONAL BANK TRUST Telephone no.right arrow (402) 344-7300

Located atright arrow1120 S 101ST STREETOMAHANE ZIP+4right arrow68124
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
GREGORY A MCKINLEY PRESIDENT
1
0    
2468 CROSSPARK DRIVE
MURFREESBORO,TN37129
CATHERINE MCKINLEY TREASURER
1
0    
2468 CROSSPARK DRIVE
MURFREESBORO,TN37129
DOUGLAS OLDAKER DIRECTOR
1
0    
1120 S 101ST STREET
OMAHA,NE68124
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 (2024)
Form 990-PF (2024)
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
0
b
Average of monthly cash balances.......................
1b
226,838
c
Fair market value of all other assets (see instructions)................
1c
5,317,644
d
Total (add lines 1a, b, and c).........................
1d
5,544,482
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,544,482
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,167
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,461,315
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
273,066
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
273,066
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,501
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,501
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
265,565
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
265,565
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
265,565
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
272,057
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
272,057
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 265,565
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 27
b From 2020...... 0
c From 2021...... 0
d From 2022...... 5,826
e From 2023...... 0
f Total of lines 3a through e ........ 5,853
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 272,057
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 265,565
e Remaining amount distributed out of corpus 6,492
5 Excess distributions carryover applied to 2024. 0 0
(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 12,345
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......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
27
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
12,318
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 5,826
d Excess from 2023.... 0
e Excess from 2024.... 6,492
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

FARM RESCUE

PO BOX 28
HORACE,ND58047
NONE PC GENERAL SUPPORT 2,500

WOUNDED WARRIOR PROJECT

4899 BELFORT RD STE 300
JACKSONVILLE,FL32256
NONE PC GENERAL SUPPORT 5,000

SECOND HARVEST FOOD BANK OF MIDDLE TN

PO BOX 306172
NASHVILLE,TN372306172
NONE PC GENERAL SUPPORT 5,000

SECOND HARVEST FOOD BANK

6621 N OLD SR 3
MUNCIE,IN47303
NONE PC GENERAL SUPPORT 5,000

WAYNE STATE FOUNDATION

1111 MAIN STREET
WAYNE,NE68787
NONE PC GENERAL SUPPORT 2,500

CARE USA

PO BOX 1870
MERRIFIELD,VA22116
NONE PC GENERAL SUPPORT 10,000

RE-MEMBER INC

PO BOX 5054
PINE RIDGE,SD57770
NONE PC GENERAL SUPPORT 2,500

NATIONAL PARK FOUNDATION

PO BOX 17394
BALTIMORE,MD212989450
NONE PC GENERAL SUPPORT 2,000

SHRINERS HOSPITALS FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33607
NONE PC GENERAL SUPPORT 5,000

HEIFER INTERNATIONAL

1 WORLD AVENEUE
LITTLE ROCK,AR72202
NONE PC GENERAL SUPPORT 1,000

AMERICAN RED CROSS

501 MEMORIAL BLVD
MURFREESBORO,TN37129
NONE PC GENERAL SUPPORT 5,000

SMILE TRAIN

PO BOX 96208
WASHINGTON,DC200906208
NONE PC GENERAL SUPPORT 2,500

THE NATIONAL CHILDREN'S CANCER SOCIETY

2900 FRANK SCOTT PARKWAY WEST
BELLEVILLE,IL62223
NONE PC GENERAL SUPPORT 3,000

BOYS TOWN

100 FLANAGAN BLVD
BOYS TOWN,NE680109988
NONE PC GENERAL SUPPORT 5,000

NATIONAL AUDUBON SOCIETY

PO BOX 97188
WASHINGTON,DC200907188
NONE PC GENERAL SUPPORT 1,000

ALZHEIMER'S DISEASE RESEARCH

22512 GATEWAY CENTER DR
CLARKSBURG,MD20871
NONE PC GENERAL SUPPORT 2,500

RONALD MCDONALD HOUSE CHARITIES OF NAS

2144 FAIRFAX AVENUE
NASHVILLE,TN37212
NONE PC GENERAL SUPPORT 1,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 96166
WASHINGTON,DC200907166
NONE PC GENERAL SUPPORT 4,000

GLOBAL GIVING

1 THOMAS CIRCLE NW SUITE 800
WASHINGTON,DC20005
NONE PC GENERAL SUPPORT 7,500

THE PORTLAND FOUNDATION

107 S MERIDIAN STREET
PORTLAND,IN47371
NONE PC GENERAL SUPPORT 50,000

AUTISM SPEAKS

PO BOX 37147
BOONE,IA500370147
NONE PC GENERAL SUPPORT 2,500

ALZHEIMER'S ASSOCIATON TENNESSEE CHA

PO BOX 96011
WASHINGTON,DC200906011
NONE PC GENERAL SUPPORT 5,000

NATIONAL WILDLIFE FEDERATION

PO BOX 1691
MERRIFIE,VA221161691
NONE PC GENERAL SUPPORT 1,000

DOCTORS WITHOUT BOARDERS

MEDECINS SANS FRONTIERES
HAGERSTOWN,MD217415022
NONE PC GENERAL SUPPORT 7,000

RUTHERFORD COUNTY AREA HABITAT FOR HUMAN

85 MERCURY BLVD
MURFREESBORO,TN37130
NONE PC GENERAL SUPPORT 2,000

PUBLIC CITIZENS FOUNDATION

PO BOX 1851
WASHINGTON,DC221168051
NONE PC GENERAL SUPPORT 1,000

FOOD BANK OF CENTRAL & EASTERN NORTH CAR

1924 CAPTIAL BLVD
RALEIGH,NC27604
NONE PC GENERAL SUPPORT 5,000

WOMEN FOR WOMEN INTERNATIONAL

GLOBAL SUPPORT CENTER
CENTRAL ISLIP,NY117229224
NONE PC GENERAL SUPPORT 2,500

SPECIAL OLYMPICS TENNESSEE

PO BOX 292549
NASHVILLE,TN372992549
NONE PC GENERAL SUPPORT 2,000

ROADRUNNER FOOD BANK

5840 OFFICE BLVD NE
ALBUQUERQUE,NM87109
NONE PC GENERAL SUPPORT 5,000

ARKANSAS FOOD BANK

4301 WEST 65TH STREET
LITTLE ROCK,AR72209
NONE PC GENERAL SUPPORT 5,000

AMERICAN INDIAN COLLEGE FUND

PO BOX 172449
DENVER,CO802172449
NONE PC GENERAL SUPPORT 5,000

ST LABRE INDIAN SCHOOL

PO BOX 216
ASHLAND,MT590039989
NONE PC GENERAL SUPPORT 2,500

SOUTHEAST MISSOURI FOOD BANK

600 STATE HIGHWAY H
SIKESTON,MO63801
NONE PC GENERAL SUPPORT 5,000

MID-CUMBERLAND MEALS-ON-WHEELS

1101 KERMIT DRIVE SUITE 300
NASHVILLE,TN37217
NONE PC GENERAL SUPPORT 2,500

NASHVILLE PUBLIC TELEVISION

PO BOX 305172
NASHVILLE,TN372305172
NONE PC GENERAL SUPPORT 1,000

SOUTHWEST RESERVATION AID

PO BOX 1841
MERRIFIELD,VA221168041
NONE PC GENERAL SUPPORT 2,500

EARTH JUSTICE

PO BOX 96346
WASHINGTON,DC200777953
NONE PC GENERAL SUPPORT 2,500

OCEAN CONSERVANCY

PO BOX 96003
WASHINGTON,DC200906003
NONE PC GENERAL SUPPORT 2,500

FINCA

PO BOX 98048
WASHINGTON,DC200908048
NONE PC GENERAL SUPPORT 2,500

TENNESSEE LIONS CHARITIES INC

505 FESSLERS LANE
NASHVILLE,TN37210
NONE PC GENERAL SUPPORT 1,000

UNITED NEGRO COLLEGE FUND

PO BOX 55040
BOSTON,MA022059822
NONE PC GENERAL SUPPORT 5,000

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825
NONE PC GENERAL SUPPORT 2,500

BEESLEY ANIMAL FOUNDATION

PO BOX 1886
MURFREESBORO,TN37133
NONE PC GENERAL SUPPORT 3,500

NATIONAL CHILD SAFETY COUNCIL

PO BOX 1368
JACKSON,MI49204
NONE PC GENERAL SUPPORT 1,000

FEED THE CHILDREN

PO BOX 36
OKLAHOMA CITY,OK731019989
NONE PC GENERAL SUPPORT 5,000

OPERATION HOMEFRONT

PO BOX 8209
TOPEKA,KS666080209
NONE PC GENERAL SUPPORT 5,000

NATIVE AMERICAN HERITAGE ASSOCIATION

PO BOX 512
RAPID CITY,SD57709
NONE PC GENERAL SUPPORT 2,500

ASPCA

PO BOX 96929
WASHINGTON,DC200906929
NONE PC GENERAL SUPPORT 2,500

BOYS & GIRLS CLUB

820 JONES BLVD
MURFREESBORO,TN37129
NONE PC GENERAL SUPPORT 1,500

CHARITY NAVIGATOR

299 MARKET STREET STE 250
SADDLE BROOK,NJ07663
NONE PC GENERAL SUPPORT 1,000

COMPASSION & CHOICES

PO BOX 485
ETNA,NH037500485
NONE PC GENERAL SUPPORT 1,000

ELDERS FIRST ADULT DAY SERVICES ASSOCIAT

PO BOX 332966
MURFREESBORO,TN37133
NONE PC GENERAL SUPPORT 2,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
NONE PC GENERAL SUPPORT 2,500

FOOD BANK FOR THE HEARTLAND

10525 J STREET
OMAHA,NE681271021
NONE PC GENERAL SUPPORT 5,000

GATHERING FRIENDS FOR THE HOMELESS

1424 E SUNSHINE
SPRINGFIELD,MO65804
NONE PC GENERAL SUPPORT 3,500

HOPE FOR THE WARRIOR

8003 FORBES PLACE SUITE
SPRINGFIELD,VA22151
NONE PC GENERAL SUPPORT 2,500

BOYS & GIRLS CLUB OF THE NORHTERN CHEYEN

PO BOX 309
LAME DEER,MT59043
NONE PC GENERAL SUPPORT 1,500

MARINE TOYS FOR TOTS FOUNDATION
ATTN - COL TED SILVESTER
NATIONAL GIFT PROCESSING CENTER
DES MOINES,IA503402036
NONE PC GENERAL SUPPORT 2,500

NASHVILLE RESCUE MISSION

639 LAFAYETTE STREET
NASHVILLE,TN37203
NONE PC GENERAL SUPPORT 2,000

NATIONAL PARKS CONSERVATION ASSOCIATION

PO BOX 97202
WASHINGTON,DC200907202
NONE PC GENERAL SUPPORT 1,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY10011
NONE PC GENERAL SUPPORT 2,500

PARALYZED VETERANS OF AMERICA

PO BOX 758521
TOPEKA,KS666758521
NONE PC GENERAL SUPPORT 2,500

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HIGHWAY
PENNGROVE,CA94951
NONE PC GENERAL SUPPORT 1,000

POSSIBILITY PLACE

PO BOX 332482
MURFREESBORO,TN37133
NONE PC GENERAL SUPPORT 1,000

SEMPER FI FUND

825 COLLEGE BOULEVARD
OCEANSIDE,CA92057
NONE PC GENERAL SUPPORT 2,500

THE CONNECTIONG GROUNDS

4341 WEST CHESTNUT EXPRESSWAY
SPRINGFIELD,MO65802
NONE PC GENERAL SUPPORT 3,500

THE USO

PO BOX 96860
WASHINGTON,DC200777677
NONE PC GENERAL SUPPORT 1,500

MONTGOMERY AREA FOOD BANK INC

521 TRADE CENTER STREET
MONGOMERY,AL36108
NONE PC GENERAL SUPPORT 5,000

WORLD CENTRAL KITCHEN
ATTN - DONOR SERVICES TEAM
PO BOX 96538
WASHINGTON,DC200906538
NONE PC GENERAL SUPPORT 5,000

WORLD FOOD PROGRAM USA

PO BOX 96316
WASHINGTON,DC200906316
NONE PC GENERAL SUPPORT 5,000

VETED INTEREST IN KOS INC
ATTN - SANDY MARCAL
NATIONAL SUPPORT CENTER
MERRIFIELD,VA221161201
NONE PC GENERAL SUPPORT 1,000

VETERANS OF FOREIGN WARS OF THE UNITED S

PO BOX 8911
TOPEKA,KS666089940
NONE PC GENERAL SUPPORT 1,500
Total .................................right arrow 3a 272,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 124,436  
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 .....     14 1,838  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 435,725  
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) ..   561,999  
13Total. Add line 12, columns (b), (d), and (e)..................
13
561,999
(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 (2024)
Form 990-PF (2024)
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.
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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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 175 87    

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Statement:
NEBRASKA HAS NO FORMAL REQUIREMENT FOR FILING 990-PF WITH STATE AUTHORITIES. INSTEAD, THIS RETURN IS AVAILABLE THROUGH PUBLIC INSPECTION RULES OF NON-PROFIT ORGANIZATIONS. TAXPAYER IS ORGANIZED UNDER THE STATE OF NEBRASKA NOT-FOR-PROFIT STATUTES.

TY 2024 InvestmentsCorpBondsSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Name of Bond End of Year Book Value End of Year Fair Market Value
WALMART INC 6/26/2025 50,074 49,785
UTAH ST BRD REGENTS REV 8/1/20    
UNIVERSITY TEX UNIV REVS IAM 4 101,811 99,573
LINCOLN NEB WEST HAYMARKET 12/ 116,021 114,322
INTEL CORP 2.600 5/19/26 121,310 116,372
PEPSICO INC 2.625% 7/29/2029 133,018 114,628
COCA-COLA CO 1.375% 3/15/2031 100,310 81,942
VICTORY MARKET NEUTRAL INCOME    
BAIRD FDS INC SHRT TRM BD 1 256,046 260,719
LOCKHEED MARTIN CORP 4.950% IS 80,160 80,185
ECOLAB INC 2.7% ISSUED 10/13/2 119,181 116,172
FIDELITY SALEM STR TR INF PROT    
AMERICAN BEACON SIM HIGH YIELD 65,064 66,897
EVERGY KANSAS CENTRAL INC 2.55 96,224 96,990
FIFTH THIRD BANK NA 5.15% 14 M    
FREDDIE MAC REMICS FHR 4024 H 34,117 33,172
NATIONAL RURAL UTIL COOP .35%    
ATMOS ENERGY CORP 3% 15 JUN 20 95,713 96,287
MANNING & NAPIER HIGH YIELD BO 65,542 66,621
SPDR BLOOMBERG 1-10 YEAR TIPS 87,339 86,220
UNITED STATES TREASURY BILL ZE 446,041 448,452
UNITED STATES TREASRUY BILL ZE 119,388 119,858
UNITED STATES TREASURY NOTE/BO 118,257 118,293
UNITED STATES TREARURY NOTE/BO 118,335 118,378
UNITED STATES TREASURY STRIP P 119,762 119,910

TY 2024 InvestmentsCorpStockSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON COM INC COM 61,507 146,446
LOWES COS INC COM 34,957 93,358
NIKE INC CLASS B COM    
PEPSICO INC COM 61,531 70,749
BERKSHIRE HATHAWAY INC DEL CL 24,385 54,132
JOHNSON & JOHNSON COM    
MERCK AND CO INC NEW 57,146 74,774
UNITEDHEALTH GROUP INC COM 36,335 71,640
ZOETIS INC 54,547 84,557
HONEYWELL INTERNATIONAL INC CO 56,545 80,962
LOCKHEED MARTIN CORP COM 55,299 81,018
APPLE INC COM 14,515 75,106
MICROSOFT CORP COM 45,383 148,177
NVIDIA CORP COM 16,216 576,338
TEXAS INSTRS INC COM    
VISA INC 58,351 111,298
NEXTERA ENERGY INC 56,664 81,779
UNDISCOVERED MGRS BEHAVIORAL V    
ALEXANDRIA REAL ESTATE EQ INC    
CAMDEN PPTY TR SH BEN INT 19,799 26,376
BROADRIDGE FINANCIAL SOLUTIONS 62,214 120,900
LAZARD FDS INC GL INFRA INST    
ACCENTURE PLC 77,631 122,436
BLACKROCK INC COM 56,227 96,653
STRYKER CORP COM 77,715 105,105
BLACKSTONE GROUP INC COM CL A 76,038 116,760
INTERPUBLIC GROUP COS INC COM    
J P MORGAN CHASE & CO COM    
BHP GROUP LTD ADR 71,082 63,038
COTERRA ENERGY INC COM    
DELAWARE IVY MID CAP INCOME OP    
JPMORGAN TR IV INTL HEDGED 80,255 126,240
ASML HOLDING NV 34,594 35,721
CHUBB LTD 52,541 64,860
DIAMONDBACK ENERGY INC 41,814 44,530
ENCORE WIRE CORP    
KENVUE INC    
DIAMOND HILL INTERNATIONAL FUN    
SEAFARER OVERSEAS GROWTH & IN    
JPMORGAN EQUITY PREMIUM INCOME 58,668 59,215
ALPHABET INC 45,353 50,010
BROADCOM INC 79,942 148,467
CASEYS GENERAL STORE INCE 33,957 43,412
MOTOROLA SOLUTIONS INC 65,423 78,988
NVENT ELECTRIC PLC 50,138 44,499
VITESSE ENERGY INC 6,357 5,773
WEC ENERGY GROUP INC 24,381 23,779
GLOBAL X US INFRASTRUCTURE DEV 103,995 100,625
SPV HAIR ROAD FARM, LLLP 74,825 89,275

TY 2024 InvestmentsOtherSchedule2
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SPV HAIR ROAD FARM, LLLP      

TY 2024 OtherDecreasesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Description Amount
PARTNERSHIP INCOME FROM SPV HAIR RD 1,172
MUTUAL FUND TIMING 1,875


TY 2024 OtherExpensesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 19 19   19
OTHER EXPENSE (NON-DEDUCTIBLE 38 38   38


TY 2024 OtherIncomeSchedule2
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SPV HAIR ROAD FARM, LLLP 1,838 1,838  


TY 2024 OtherProfessionalFeesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 41,216 20,608    


TY 2024 TaxesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 51 0   0
FEDERAL ESTIMATES - INCOME 2,001 2,001   0
FOREIGN TAXES ON QUALIFIED FOR 22 0   0
FOREIGN TAXES ON NONQUALIFIED 35 35   0