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
ALFRED J MCALLISTER AND DOROTHY N
MCALLISTER FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2310 N 725 E
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAFAYETTE, IN47905
A Employer identification number

35-2050825
B Telephone number (see instructions)

(765) 589-8834
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$13,614,431J 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... 286,552 286,552  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,028,492
b Gross sales price for all assets on line 6a 7,923,182
7 Capital gain net income (from Part IV, line 2)... 1,028,492
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,609 3,609  
12 Total. Add lines 1 through 11........ 1,318,653 1,318,653  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,000 18,000   54,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,800 11,760   5,040
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,502 3,607   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
97,676 97,676   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 195,978 131,043   59,040
25 Contributions, gifts, grants paid....... 538,000 538,000
26 Total expenses and disbursements. Add lines 24 and 25 733,978 131,043   597,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 584,675
b Net investment income (if negative, enter -0-) 1,187,610
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 312,565 875,989 875,989
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 66,602 0 0
b Investments—corporate stock (attach schedule)....... 4,332,331 Click to see attachment
List of Attached Documents:
// Content
5,753,736 		7,386,416
c Investments—corporate bonds (attach schedule)....... 38,507 0 0
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).......... 6,361,617 Click to see attachment
List of Attached Documents:
// Content
5,066,572 		5,352,026
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) 11,111,622 11,696,297 13,614,431
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,111,622 11,696,297
29 Total net assets or fund balances (see instructions)..... 11,111,622 11,696,297
30 Total liabilities and net assets/fund balances (see instructions). 11,111,622 11,696,297
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
11,111,622
2
Enter amount from Part I, line 27a .....................
2
584,675
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,696,297
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,696,297
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 MERRILL LYNCH #2366 - PUBLICLY TRADED SECURITIES P    
b MERRILL LYNCH #2370 - PUBLICLY TRADED SECURITIES P    
c MERRILL LYNCH #2502 - PUBLICLY TRADED SECURITIES P    
d MERRILL LYNCH #4079 - PUBLICLY TRADED SECURITIES P    
e VANDA SECURITIES LITIGATION P 2024-05-31 2024-05-31
VANDA SECURITIES LITIGATION P 2024-05-31 2024-05-31
NOVO NORDICK LITIGATION P 2024-06-03 2024-06-03
NOVO NORDICK LITIGATION P 2024-06-03 2024-06-03
AIRBUS SECURITIES LITIGATION P 2024-09-10 2024-09-10
WELLS FARGO SETTLEMENT P 2024-10-22 2024-10-22
MCKESSON SECURITIES SETTLEMENT P 2024-11-20 2024-11-20
CAPITAL GAINS DIVIDENDS P    
(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 3,688   3,069 619
b 4,190   1,224 2,966
c 814,183   829,993 -15,810
d 7,100,577   6,060,404 1,040,173
e 158     158
61     61
35     35
22     22
47     47
16     16
21     21
184     184
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       619
b       2,966
c       -15,810
d       1,040,173
e       158
      61
      35
      22
      47
      16
      21
      184
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 1,028,492
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 16,508
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 16,508
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 16,508
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,000
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,492
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,492 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowIN
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 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 arrowN/A
14
The books are in care ofright arrowWILLIAM J MCCAW Telephone no.right arrow (765) 589-8834

Located atright arrow2310 N 725 ELAFAYETTEIN ZIP+4right arrow47905
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
J DAVID WEBB CO-TRUSTEE
5.00 		24,000 0 0
4839 WHIPPOORWILL DRIVE
LAFAYETTE,IN47909
WILLIAM J MCCAW CO-TRUSTEE
7.00 		24,000 0 0
2310 N 725 E
LAFAYETTE,IN47905
CHARLES MAX LAYDEN CO-TRUSTEE
5.00 		24,000 0 0
PO BOX 909
LAFAYETTE,IN47902
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 arrow0
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
12,766,310
b
Average of monthly cash balances.......................
1b
624,561
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,390,871
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
13,390,871
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
200,863
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,190,008
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
659,500
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
659,500
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
16,508
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,508
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
642,992
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
642,992
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
642,992
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
597,040
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
597,040
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 7 642,992
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 594,924
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 597,040
a Applied to 2023, but not more than line 2a 594,924
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..... 2,116
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		640,876
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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

ASSOCIATION FOR SPACE SCIENCE ENGINEERING AND TECHNOLOGY INC

600 NORTH 4TH STREET
LAFAYETTE,IN47901 		NONE PUBLIC CHARITY CHARITABLE 25,000

BAUER FAMILY RESOURSES INC

PO BOX 1186
LAFAYETTE,IN47902 		NONE PUBLIC CHARITY CHARITABLE 50,000

FOOD FINDERS FOOD BANK INC

1204 GREENBUSH STREET
LAFAYETTE,IN47904 		NONE PUBLIC CHARITY CHARITABLE 55,000

HABITAT FOR HUMANITY

920 NORTH 14TH STREET
LAFAYETTE,IN47904 		NONE PUBLIC CHARITY CHARITABLE 33,800

HENDERSON SETTLEMENT

PO BOX 205
FRAKES,KY40940 		NONE PUBLIC CHARITY CHARITABLE 8,000

JUNIOR ACHIEVEMENT

3001 SOUTH CREASY LANE
LAFAYETTE,IN47905 		NONE PUBLIC CHARITY CHARITABLE 19,700

LAFAYETTE PARKS FOUNDATION

1915 SCOTT STREET
LAFAYETTE,IN47904 		NONE PUBLIC CHARITY CHARITABLE 38,000

LAFAYETTE URBAN MINISTRY

420 NORTH 4TH ST
LAFAYETTE,IN47901 		NONE PUBLIC CHARITY CHARITABLE 27,000

NICHES LAND TRUST

1782 N 400 E
LAFAYETTE,IN47905 		NONE PUBLIC CHARITY CHARITABLE 15,000

PAWS & CLAWS ANIMAL SHELTER INC

PO BOX 294
ATTICA,IN47918 		NONE PUBLIC CHARITY CHARITABLE 42,000

SALVATION ARMY

1110 UNION STREET
LAFAYETTE,IN47904 		NONE PUBLIC CHARITY CHARITABLE 27,000

SEEDS OF HOPE COMMUNITY MINISTRIES

1842-17 SUMMERTIME TRAIL
LAFAYETTE,IN47909 		NONE PUBLIC CHARITY CHARITABLE 25,500

THE BRANCH WESLEYAN CHURCH

2040 SCHUYLER AVENUE
LAFAYETTE,IN47904 		NONE PUBLIC CHARITY CHARITABLE 13,200

THOMAS DUNCAN HALL INC

619 FERRY STREET
LAFAYETTE,IN47901 		NONE PUBLIC CHARITY CHARITABLE 21,000

YMCA CAMP TECUMSEH

12635 WEST TECUMSEH BEND RD
BROOKSTON,IN47923 		NONE PUBLIC CHARITY CHARITABLE 25,000

GOLDEN BRONCHO CLUB INC

1802 SOUTH 18TH STREET
LAFAYETTE,IN47905 		NONE PUBLIC CHARITY CHARITABLE 7,000

HUMANE SOCIETY FOR GREATER LAFAYETTE INC

PO BOX 891
LAFAYETTE,IN47902 		NONE PUBLIC CHARITY CHARITABLE 10,000

THE LAFAYETTE POLICE FOUNDATION INC

20 NORTH 6TH STREET
LAFAYETTE,IN47901 		NONE PUBLIC CHARITY CHARITABLE 16,900

LTHC HOMELESS SERVICES

815 NORTH 12TH STREET
LAFAYETTE,IN47904 		NONE PUBLIC CHARITY CHARITABLE 15,000

LOVING PAWS ANIMAL CENTER INC

7750 STATE ROAD 43 NORTH
BATTLE GROUND,IN47920 		NONE PUBLIC CHARITY CHARITABLE 4,000

SAGAMORE COUNCIL BOY SCOUNTS OF AMERICA

518 NORTH MAIN STREET
KOKOMO,IN46901 		NONE PUBLIC CHARITY CHARITABLE 22,000

SERVANTS AT WORK INC

8147 ZIONSVILLE ROAD
INDIANAPOLIS,IN46268 		NONE PUBLIC CHARITY CHARITABLE 10,000

TIPPECANOE COUNTY LIBRARY FOUNDATION

627 SOUTH STREET
LAFAYETTE,IN47901 		NONE PUBLIC CHARITY CHARITABLE 13,500

TIPPECANOE CO PARTNERSHIP FOR WATER QUALITY

20 NORTH 3RD STREET
LAFAYETTE,IN47901 		NONE PUBLIC CHARITY CHARITABLE 5,900

TRINITY LIFE MINISTRY

2150 ELMWOOD AVENUE
LAFAYETTE,IN47904 		NONE PUBLIC CHARITY CHARITABLE 8,500
Total .................................right arrow 3a 538,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 286,552  
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 3,609  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,028,492  
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) .. 0 1,318,653 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,318,653
(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.
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 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:
ALFRED J MCALLISTER AND DOROTHY N
 
MCALLISTER FOUNDATION
EIN:
35-2050825
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 16,800 11,760   5,040

TY 2024 InvestmentsCorpStockSchedule
Name:
ALFRED J MCALLISTER AND DOROTHY N
 
MCALLISTER FOUNDATION
EIN:
35-2050825
Name of Stock End of Year Book Value End of Year Fair Market Value
A N S Y S INC 4,967 6,409
ABB LTD 3,394 7,573
ABBOTT LABS 55,523 58,930
ABBVIE INC 77,333 94,181
ACCENTURE PLC 67,420 78,449
ADIDAS 3,775 5,114
ADOBE INC 40,155 29,793
AES CORP 8,097 4,826
AGILENT TECHNOLOGIES INC 18,599 19,345
AIA GROUP LTD 7,831 7,003
AIR LIQUIDE 11,744 10,868
AIR PRODUCTS & CHEMICALS 33,893 36,545
AIRBNB INC CL A 13,786 13,272
AIRBUS 9,307 11,512
ALCON 13,860 14,941
ALPHABET INC CL C 51,260 84,746
ALPHABET INC CL A 23,586 27,259
AMADEUS IT GROUP 6,250 6,913
AMAZON.COM INC 84,639 117,374
AMERICAN EXPRESS COMPANY 22,122 40,067
AMERICAN TOWER REIT INC 37,420 32,463
AMETEK INC 13,944 16,223
AMPHENOL CORP CL A 20,554 43,198
ANALOG DEVICES INC 39,055 46,954
ANHEISER-BUSCH 6,578 5,407
AON PLC 49,287 73,269
APPLE INC 29,058 89,650
ARCH CAPITAL GROUP LTD 13,932 22,349
ARES MANAGEMENT CORP A 10,824 17,172
ASML HOLDING 41,621 36,040
ASTRAZENECA PLC 14,975 16,380
AUTODESK INC 8,836 13,596
AUTOMATED DATA PROCESSING 19,021 27,224
B AND M EUROPEAN VALUE 5,204 2,904
BALL CORP 10,168 6,616
BEIGENE LTD 4,832 5,356
BOEING COMPANY 53,635 46,374
BP PLC 11,830 9,755
BRISTOL-MYERS SQUIBB CO 10,317 11,086
BROADCOM INC 45,119 138,408
BROOKFIELD INFRASTRUCTURE CORP CL A 28,672 30,408
BROOKFIELD ASSET MANAGEMENT INC 34,254 57,335
BROOKFIELD ASSET MANAGEMENT LTD 6,127 11,000
BROOKFIELD RENEWABLE CORP CL A 10,727 7,468
BROWN & BROWN INC 21,488 39,176
CARLSBERG 5,662 4,729
CARMAX INC 23,470 20,849
CARRIER GLOBAL CORP 5,001 6,280
CBRE GROUP INC CL A 14,969 28,359
CCC INTELLIGENT SOLUTIONS HOLDINGS INC 10,757 10,909
CHARTER COMMUNICATIONS INC 7,962 7,198
CHEVRON CORP 34,989 34,037
CHUBB LTD 21,791 37,300
THE CIGNA GROUP 62,603 69,311
CISCO SYSTEMS INC 6,645 6,808
CITIGROUP INC 22,943 31,746
CME GROUP INC 21,201 23,455
COMCAST CORP 6,779 8,744
CONOCOPHILLIPS 51,871 59,700
CONSTELLATION ENERGY 7,439 6,264
COPART INC 29,672 54,119
CORNING INC 12,524 16,822
COSTAR GROUP INC 36,227 32,359
COSTCO WHOLESALE CORP 4,196 12,828
CROWN CASTLE INC 16,632 9,984
CSX CORP 3,230 4,356
DAIKIN INDUSTRIES LTD 4,682 3,294
DANAHER CORP 53,036 64,274
DANONE 8,662 9,051
DBS GROUP HOLDINGS 10,556 11,908
DELL TECHNOLOGIES INC CL C 13,432 18,438
DIAGEO PLC 35,142 30,765
DNB BANK 4,454 4,875
DOLLAR GENERAL CORP 26,378 14,027
DOMINION ENERGY INC 60,171 48,797
DOMINOS PIZZA INC 18,007 20,568
DUKE ENERGY CORP 38,567 46,113
EATON CORP 52,223 84,959
ECOLAB INC 33,361 40,303
ELECTRONIC ARTS INC 7,137 9,217
ELI LILLY & CO 41,200 72,568
ENGIE 11,943 12,311
ENTEGRIS INC 3,944 3,566
EPIROC AKTIEBOLAG 8,172 6,927
EQUIFAX INC 6,527 6,626
EQUINIX INC 23,983 28,287
ESSILORLUXOTTICA 7,212 11,102
EXXON MOBIL CORP 75,936 71,642
FAIR ISAAC CORPORATION 24,402 33,846
FASTENAL COMPANY 11,098 19,488
FEDEX CORP 10,565 11,253
FISERV INC 15,155 28,759
FLOOR AND DECOR HOLDINGS 3,547 3,390
FREEPORT-MCMORAN INC 8,252 5,978
FUJITSU LTD 9,732 12,538
ARTHUR GALLAGHER & CO 12,382 12,489
GARTNER INC 35,630 70,248
GE AEROSPACE 9,400 10,508
GE VERNOVA LLC 8,491 11,184
GENERAL DYNAMICS CORP 45,720 50,327
GLOBANT 4,704 4,288
GRACO INC 4,718 4,805
HEICO CORPORATION CL A 45,047 64,012
HILTON WORLDWIDE 37,668 69,452
HOME DEPOT INC 22,726 31,119
HONEYWELL INTL INC 5,223 5,873
HP INC 11,154 9,854
HYATT HOTELS CORP 4,022 8,634
ICON PLC 6,050 5,872
IDEX CORP 14,946 18,418
IDEXX LAB INC 26,935 26,460
ILLINOIS TOOL WORKS INC 33,516 46,655
INDUSTRIA DE DISENO 7,371 11,275
INGERSOLL RAND PLC 10,792 10,584
INTERCONTINENTAL EXCHANGE 27,003 37,551
INTUIT INC 55,022 69,135
INTUITIVE SURGICAL INC 28,427 40,191
ITOCHU CORP 5,218 5,027
JOHNSON AND JOHNSON 66,765 62,476
JPMORGAN CHASE & CO 75,831 126,567
KENVUE INC 30,843 29,548
KEURIG DR PEPPER INC 15,833 14,872
KEYENCE CORP 4,325 6,167
KINDER MORGAN INC 4,737 7,288
KKR & CO INC 46,324 97,769
KLA CORP 15,745 28,986
LOREAL CO 11,072 9,294
ESTEE LAUDER COS INC A 14,131 8,473
LENNAR CORP CL A 11,575 18,955
LIBERTY MEDIA CORP 4,429 5,883
LIBERTY MEDIA CORP CL C 9,440 16,123
LINDE PLC 22,215 36,006
LIVE NATION ENT INC 16,104 28,361
LOCKHEED MARTIN CORP 16,170 19,924
LONDON STOCK EXCHANGE 9,707 12,349
LOWE'S COMPANIES INC 25,675 36,280
MARKEL GROUP INC 21,680 29,346
MARRIOTT INTL INC 25,776 37,936
MARSH & MCLENNAN COS INC 80,659 119,799
MARTIN MARIETTA MATERIALS 22,498 27,375
MASTERCARD INC 50,574 73,720
MCDONALDS CORP 28,742 32,758
MCKESSON CORPORATION 33,233 64,970
MERCK AND CO INC 29,403 40,389
META PLATFORMS INC 58,239 87,241
MICROCHIP TECHNOLOGY INC 10,993 12,502
MICROSOFT CORP 155,045 224,238
MONDELEZ INTERNATIONAL INC 76,384 69,406
MONSTER BEVERAGE 22,642 21,129
MOODY'S CORP 15,950 23,195
MORGAN STANLEY 32,227 49,659
MSCI INC 30,360 39,601
NASDAQ OMX GROUP INC 15,792 30,769
NESTLE 35,744 32,843
NETFLIX COM INC 28,304 51,697
NEXTERA ENERGY INC 26,628 32,977
NIKE INC CL B 14,554 10,972
NOMURA RESH INST LTD 6,515 6,493
NORTHROP GRUMMAN CORP 11,021 11,732
NOVO NORDISK 18,445 20,301
NVIDIA 51,256 114,818
NXP SEMICONDUCTORS 28,350 30,554
O'REILLY AUTOMOTIVE 32,324 62,847
ONEOK INC 10,725 13,052
PACCAR INC 44,499 47,433
PALO ALTO NETWORKS INC 24,551 25,838
PAYCHEX INC 9,284 17,948
PAYPAL HOLDINGS INC 35,615 43,614
PEPSICO INC 72,724 73,597
PERIMETER SOLUTIONS 3,165 3,476
PFIZER INC 53,933 38,203
PHILIP MORRIS INTL INC 8,146 10,591
PHILLIPS 66 18,401 17,773
PNC FINANCIAL SERVICES GROUP 24,777 34,327
PPL CORPORATION 16,525 17,950
PROCORE TECHNOLOGIES INC 7,394 6,519
PROCTER & GAMBLE CO 33,670 39,565
PROGRESSIVE CORP 39,040 86,260
PROLOGIS INC 61,977 53,590
QUALCOMM INC 11,032 12,290
REALTY INCOME CORP 22,212 20,136
REGENRON PHARMACEUTICALS 12,737 9,973
ROLLS ROYCE GROUP 10,604 12,151
ROPER TECHNOLOGIES INC 24,471 27,552
ROSS STORES INC 5,403 7,110
ROYAL CARIBBEAN GROUP 3,477 11,304
RTX CORP 49,637 67,928
RYAN SPECIALTY HOLDINGS INC 3,384 3,272
RYANAIR HOLDINGS 3,374 4,359
S&P GLOBAL INC 56,456 78,191
SAFRAN SA 12,155 16,186
SALESFORCE INC 33,362 38,448
SAP SE 8,904 15,265
SBA COMMUNICATIONS CORP 5,207 3,668
SEMPRA 21,116 26,404
SHERWIN WILLIAMS 20,914 23,115
SHIN-ETSU CHEM 9,432 11,234
SIKA AG 5,937 4,765
SMC CORP 2,922 3,560
SOUTHERN COMPANY 33,347 44,535
STARBUCKS CORP 20,275 20,258
STRYKER CORP 19,745 22,683
TAIWAN MANUFACTURING 27,378 36,733
TARGET CORP 42,381 41,365
TC ENERGY CORP 10,019 11,446
TE CONNECTIVITY 8,051 12,009
TELA INC 14,385 27,461
TEXAS INSTRUMENTS 19,034 25,314
THERMO FISHER SCIENTIFIC INC 87,308 86,358
TJX COS INC 31,097 55,089
TOTALENERGIES 10,921 9,810
TRANSDIGM GROUP INC 32,239 55,760
TRAVELERS COS INC 30,734 36,374
TYLER TECH INC 16,581 22,489
UBER TECHNOLOGIES INC 19,096 17,855
UNION PACIFIC CORP 54,277 59,975
UNITED AIRLINES HOLDINGS 6,300 6,797
UNITED PARCEL SERVICES CL B 8,395 5,170
UNITEDHEALTH GROUP INC 44,392 44,010
VAIL RESORTA INC 10,541 8,435
VEEVA SYSTEMS INC CL A 18,437 19,974
VERALTO CORP 13,558 19,657
VERISIGN INC 31,951 33,321
VERISK ANALYTICS INC 35,770 54,260
VISA INC CL A 110,793 141,586
VULCAN MATERIALS CO 27,664 40,900
W R BERKLEY CORP 5,867 6,320
W W GRAINGER INCORPORATED 25,343 30,567
WASTE CONNECTIONS INC 10,779 10,295
WATERS CORP 5,650 11,129
WEC ENERGY GROUP INC 8,438 11,943
WEST PHAMACEUTICALS SERVICES INC 12,746 14,413
WILLIAMS COMPANIES 30,173 44,324
WIX COM LTD 5,233 5,364
WORKDAY INC CL A 26,717 23,997
XYLEM INC 23,399 30,513
ZOETIS INC 62,078 60,773

TY 2024 InvestmentsOtherSchedule2
Name:
ALFRED J MCALLISTER AND DOROTHY N
 
MCALLISTER FOUNDATION
EIN:
35-2050825
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CALAMOS MARKET NEUTRAL INCOME CL I FMV 941,655 1,022,936
COMM SERVICES SELECT SECTOR FMV 83,136 112,300
CONSUMER DISCRETIONARY FMV 94,545 118,008
FIRST TRUST INSTITUTIONAL PREF FMV 490,457 514,680
HEALTH CARE SELECT SPDR AT COST 209,383 207,043
ISHARES EXPANDED TECH SOFTWARE AT COST 27,983 28,234
ISHARES 7-10 YEAR TREASURY BOND AT COST 135,932 132,573
ISHARES 20+ YEAR TREASURY BOND AT COST 165,979 145,579
ISHARES US BROKER DEALER AT COST 44,583 55,478
ISHARES 3-7 YEAR TREASURY BOND AT COST 259,643 256,059
ISHARES CORE MSCI EUROPE AT COST 37,397 37,840
NEUBERGER BERMAN LONG SHORT FUND AT COST 580,290 650,119
PIMCO INCOME FUND CL 12 AT COST 774,740 771,169
SECTOR SPDR CONSUMER STAPLES AT COST 103,577 109,661
SPDR US FINANCIAL SECTOR AT COST 193,379 219,515
TECHNOLOGY SELECT AT COST 195,712 247,866
VANGUARD MSCI PACIFIC AT COST 226,037 223,563
VANGUARD FTSE ALL WORLD AT COST 181,314 186,640
VANGUARD SHORT TERM CORPORATE BOND AT COST 206,088 206,726
VANGUARD SCOTTSDALE FDS INTER AT COST 114,742 106,037

TY 2024 OtherExpensesSchedule
Name:
ALFRED J MCALLISTER AND DOROTHY N
 
MCALLISTER FOUNDATION
EIN:
35-2050825
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 96,096 96,096   0
INSURANCE - BOND 750 750   0
PROFESSIONAL SUNSCRIPTIONS 830 830   0


TY 2024 OtherIncomeSchedule2
Name:
ALFRED J MCALLISTER AND DOROTHY N
 
MCALLISTER FOUNDATION
EIN:
35-2050825
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MERRILL LYNCH #2366 - NONDIVIDEND DISTRIBUTIONS 18 18 18
MERRILL LYNCH #4079 - NONDIVIDEND DISTRIBUTIONS 3,591 3,591 3,591


TY 2024 TaxesSchedule
Name:
ALFRED J MCALLISTER AND DOROTHY N
 
MCALLISTER FOUNDATION
EIN:
35-2050825
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 3,607 3,607   0
EXCISE TAXES 5,895 0   0