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
THE ANNE BEVERLY MCCORMACK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)NORTHERN TRUST COMPANY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PO BOX CHIC, IL60680
A Employer identification number

13-3458360
B Telephone number (see instructions)

(312) 630-6000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,172,807J 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... 88,605 88,063  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 31,774
b Gross sales price for all assets on line 6a 130,557
7 Capital gain net income (from Part IV, line 2)... 31,774
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)....... Click to see attachment
List of Attached Documents:
// Content
14 14  
12 Total. Add lines 1 through 11........ 120,393 119,851  
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)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,814 3,397   6,417
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,894 1,894   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)....... Click to see attachment
List of Attached Documents:
// Content
313 63   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,521 6,604 0 7,917
25 Contributions, gifts, grants paid....... 165,950 165,950
26 Total expenses and disbursements. Add lines 24 and 25 180,471 6,604 0 173,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -60,078
b Net investment income (if negative, enter -0-) 113,247
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.............   635 635
2 Savings and temporary cash investments......... 51,509    
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)....... 1,894,936 Click to see attachment
List of Attached Documents:
// Content
1,904,627 		3,823,371
c Investments—corporate bonds (attach schedule)....... 278,033 Click to see attachment
List of Attached Documents:
// Content
278,279 		245,819
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).......... 100,644 Click to see attachment
List of Attached Documents:
// Content
108,644 		102,982
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) 2,325,122 2,292,185 4,172,807
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........ 2,325,122 2,292,185
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)..... 2,325,122 2,292,185
30 Total liabilities and net assets/fund balances (see instructions). 2,325,122 2,292,185
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
2,325,122
2
Enter amount from Part I, line 27a .....................
2
-60,078
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
27,843
4
Add lines 1, 2, and 3 ..........................
4
2,292,887
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
702
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,292,185
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 7. ADR ADVANTEST CORP SPONSORED ADR NEW   2023-07-20 2024-01-26
b 121. ADR ADVANTEST CORP SPONSORED ADR NEW   2023-07-20 2024-04-22
c 132. ADR ADYEN N V ADR   2022-02-03 2024-03-20
d 94. ADR ADYEN N V ADR   2023-03-17 2024-10-14
e 66. APPLE COMPUTER INC   2012-07-12 2024-09-30
15. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2021-11-29 2024-01-26
245. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2022-02-03 2024-04-18
11. ATLASSIAN CORP CL A   2022-02-03 2024-08-13
5. ATLASSIAN CORP CL A   2022-08-12 2024-08-14
27. BAE SYS PLC SPONSORED ADR   2023-05-01 2024-07-29
22. CANADIAN PAC KANS CITY LTD   2022-02-03 2024-05-30
28. CANADIAN PAC KANS CITY LTD   2023-08-10 2024-10-04
1. ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)   2023-06-28 2024-01-26
3. EPAM SYS INC COM STK   2021-11-29 2024-09-26
3. EPAM SYS INC COM STK   2022-02-03 2024-12-11
2. EPAM SYS INC COM STK   2024-05-10 2024-12-12
5. EPAM SYS INC COM STK   2022-08-22 2024-12-12
48. ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD   2022-02-03 2024-06-27
7. EXPERIAN PLC   2021-11-29 2024-05-10
49. EXPERIAN PLC   2021-11-29 2024-12-26
10. FERGUSON ENTERPRISES INC USD0.0001   2022-03-14 2024-09-26
14. ADR ICICI BK LTD   2022-12-06 2024-01-26
12. ADR ICICI BK LTD   2022-12-06 2024-03-01
35. ADR ICICI BK LTD   2022-12-06 2024-10-10
52. ADR L OREAL S A ADR   2023-11-17 2024-12-11
33. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2022-02-03 2024-08-01
1. MERCADOLIBRE INC COM STK   2023-11-30 2024-02-09
1. MERCADOLIBRE INC COM STK   2023-09-14 2024-06-07
1. MERCADOLIBRE INC COM STK   2023-09-14 2024-09-30
44. NESTLE S A SPONSORED ADR REPSTG REG SH   2022-02-03 2024-02-14
4. NOVO NORDISK A S ADR   2022-04-12 2024-03-01
58. NVIDIA CORP   2020-08-11 2024-09-30
1. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-27 2024-01-26
15. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-28 2024-07-17
9. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-28 2024-07-18
6. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-23 2024-07-19
439. V F CORP   2023-09-25 2024-09-30
5. WASTE CONNECTIONS INC COM   2023-07-14 2024-09-30
6. WASTE CONNECTIONS INC COM   2023-07-14 2024-12-16
5. AON PLC   2022-03-21 2024-05-30
3. AON PLC   2021-11-29 2024-10-07
3. AON PLC   2021-11-29 2024-12-04
2. ARCH CAP GROUP LTD ORD   2023-07-21 2024-03-01
5. ACCENTURE PLC CLS A   2021-11-29 2024-04-05
5. ACCENTURE PLC CLS A   2023-09-26 2024-05-03
8. ACCENTURE PLC CLS A   2022-02-03 2024-05-03
1. #REORG FERGUSON MERGER FERGUSON 2Z11AF4 08-01-2024   2022-03-14 2024-03-01
84. NU HOLDINGS LTD   2024-03-01 2024-10-09
1. STERIS PLC ORD USD0.001   2021-11-29 2024-05-10
4. ASM INTL NV   2022-04-21 2024-11-06
3. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2021-11-29 2024-04-05
1. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2021-11-29 2024-07-30
1. FERRARI N V FERRARI N V COMMON S TOCK   2021-11-29 2024-03-01
3. FERRARI N V FERRARI N V COMMON S TOCK   2021-11-29 2024-06-07
3. FERRARI N V FERRARI N V COMMON S TOCK   2021-11-29 2024-10-09
1. FERRARI N V FERRARI N V COMMON S TOCK   2021-11-29 2024-10-10
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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 272   263 9
b 4,121   4,547 -426
c 2,116   3,499 -1,383
d 1,410   1,598 -188
e 15,178   1,419 13,759
234   231 3
4,035   3,700 335
1,576   4,151 -2,575
718   1,424 -706
1,772   1,397 375
1,701   1,584 117
2,295   2,247 48
28   29 -1
598   1,890 -1,292
762   1,533 -771
498   371 127
1,245   2,211 -966
5,038   5,826 -788
302   317 -15
2,132   2,216 -84
2,030   1,518 512
337   316 21
317   271 46
1,021   790 231
3,727   4,825 -1,098
4,564   5,299 -735
1,748   1,608 140
1,610   1,378 232
2,033   1,378 655
4,807   5,722 -915
496   235 261
6,862   637 6,225
149   114 35
2,456   1,703 753
1,466   1,019 447
977   679 298
8,602   11,538 -2,936
888   707 181
1,073   818 255
1,388   1,603 -215
1,032   887 145
1,150   887 263
174   164 10
1,656   1,837 -181
1,513   1,556 -43
2,421   2,789 -368
214   152 62
1,114   946 168
228   229 -1
2,144   1,395 749
2,929   2,397 532
888   799 89
426   267 159
1,245   800 445
1,371   800 571
454   267 187
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
      19,016
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       9
b       -426
c       -1,383
d       -188
e       13,759
      3
      335
      -2,575
      -706
      375
      117
      48
      -1
      -1,292
      -771
      127
      -966
      -788
      -15
      -84
      512
      21
      46
      231
      -1,098
      -735
      140
      232
      655
      -915
      261
      6,225
      35
      753
      447
      298
      -2,936
      181
      255
      -215
      145
      263
      10
      -181
      -43
      -368
      62
      168
      -1
      749
      532
      89
      159
      445
      571
      187
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 31,774
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 1,574
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 1,574
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 1,574
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,854
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 1,854
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 10 280
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow280 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 arrowNY
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 arrow  
14
The books are in care ofright arrowTHE NORTHERN TRUST COMPANY Telephone no.right arrow (312) 630-6000

Located atright arrowPO BOX 803878CHICAGOIL ZIP+4right arrow60680
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
ANNE MCCORMACK JONES PRES, DIR
2 		0    
2207 BELL HAVEN
ALEXANDRIA,VA22307
FREEMAN JONES VP, SEC, DIR
2 		0    
2207 BELL HAVEN
ALEXANDRIA,VA22307
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
4,083,734
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,083,734
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
4,083,734
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
61,256
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,022,478
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
201,124
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
201,124
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,574
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,574
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
199,550
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
199,550
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
199,550
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
173,867
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
173,867
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 7 199,550
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 145,641
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 173,867
a Applied to 2023, but not more than line 2a 145,641
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..... 28,226
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 .......... 		171,324
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.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
ANNE MCCORMACK JONES
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

ANIMAL WELFARE LEAGUE
ARLINGTON
2650 S ARLINGTON MILL DR
ARLINGTON,VA22206 		NONE PC GENERAL 1,000

RED ROVER

PO BOX 188890
SACRAMENTO,CA95818 		NONE PC GENERAL 9,000

TIGER CREEK WILDLIFE REFUGE

17552 FM 14
TYLER,TX75706 		NONE PC GENERAL 3,000

CHILDREN'S HOSPITAL FOUNDATION

234 EAST GRAY STREET SUITE 450
LOUISVILLE,KY40202 		NONE PC GENERAL 13,000

BIG DOG RESCUE

14444 OKEECHOBEE BLVD
LOXAHATCHEE GROVE,FL33470 		NONE PC GENERAL 15,000

FEEDING PETS FOR THE HOMELESS

710 WEST WASHINGTON ST
CARSON CITY,NV89703 		NONE PC GENERAL 3,000

PILOTS TO THE RESCUE

PO BOX 1373
MERRIFIELD,VA22116 		NONE PC GENERAL 4,000

HOOVES & PAWS

7303 POINDEXTER RD
LOUISA,VA23093 		NONE PC GENERAL 5,500

TURTLE ISLAND PRESERVE

2683 LITTLE LAUREL RD
BOONE,NC28607 		NONE PC GENERAL 2,500

K9 LIFELINE RESCUE

PO BOX 772
GENOA CITY,WI53128 		NONE PC GENERAL 2,000

CASEY TO THE RESCUE

6533 BLUE HERON POINT
OVID,NY14521 		NONE PC GENERAL 3,000

HAPPY CAT SANCTUARY

PO BOX 688
CORAM,NY11727 		NONE PC GENERAL 3,000

GUIDE DOGS FOR THE BLIND

PO BOX 151200
SAN RAFAEL,CA94915 		NONE PC GENERAL 1,000

PAWS OF HONOR

263 MCLAWS CIR
WILLIAMSBURG,VA23185 		NONE PC GENERAL 1,000

AMERICAN HUMANE SOCIETY

1400 16TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL 600

RED PARTNERS

711 CENTRAL AVE A
CHARLOTTE,NC28204 		NONE PC GENERAL 600

KINDNESS RANCH

854 WY-270
HARTVILLE,WY82215 		NONE PC GENERAL 1,950

PEACEFUL VALLEY DONKEY RESCUE

PO BOX 216
MILES,TX76861 		NONE PC GENERAL 800

SMILING DOG FARMS

6915S TX-60
WHARTON,TX77488 		NONE PC GENERAL 3,500

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		NONE PC GENERAL 12,000

NOAH'S LOST ARK INC

8424 BEDELL RD
BERLIN CENTER,OH44401 		NONE PC GENERAL 2,500

HEIFER PROJECT INTERNATIONAL

1 WORLD AVENUE
LITTLE ROCK,AR72202 		NONE PC GENERAL 11,000

SOCIETY OF ST FRANCIS

10936 NORTH PORT WASHINGTON
MEQUON,WI53092 		NONE PC GENERAL 8,000

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE
WASHINGTON,DC20003 		NONE PC GENERAL 2,500

ALLEY CAT ALLIES

7920 NORFOLK AVENUE STE 600
BETHESDA,MD20814 		NONE PC GENERAL 5,000

ALLEY CAT RESCUE INC

3906 RHODE ISLAND AVE
BRENTWOOD,MD20722 		NONE PC GENERAL 13,000

ANIMAL WELFARE LEAGUE OF
ALEXANDRIA VIRGINIA INC
4101 EISENHOWER AVE
ALEXANDRIA,VA22304 		NONE PC GENERAL 16,000

KING STREET CATS

25 SOUTH DOVE STREET
ALEXANDRIA,VA22314 		NONE PC GENERAL 16,000

TIGER HAVEN

237 HARVEY ROAD
KINGSTON,TN37763 		NONE PC GENERAL 2,000

SPCA INTERNATIONAL INC

PO BOX 8682
NEW YORK,NY10001 		NONE PC GENERAL 1,500

WORLD VISION

34834 WEYERHAEUSER WAY S
FEDERAL WAY,WA98063 		NONE PC GENERAL 3,000
Total .................................right arrow 3a 165,950
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 88,605  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 31,774  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMFO BLACKROCK FDS 		    14 14  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   120,393  
13Total. Add line 12, columns (b), (d), and (e)..................
13
120,393
(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:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500 1,250   1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE    
C09260B630 MFO BLACKROCK FDS V 73,271 69,682
C665162699 MFB NORTHERN HIGH Y 100,045 89,489
C33939L662 MFC FLEXSHARES TRUS 104,963 86,648

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHEDULE ATTACHED    
C002824100 ABBOTT LAB COM 6,630 20,586
C02079K107 ALPHABET INC CAP ST 5,715 72,367
C02079K305 ALPHABET INC CAPITA 5,750 71,934
C023135106 AMAZON COM INC COM 45,093 59,674
C025816109 AMERICAN EXPRESS CO 13,453 74,198
C030420103 AMERICAN WTR WKS CO 3,761 13,320
C031162100 AMGEN INC COM 1,718 31,277
C037833100 APPLE INC COM STK 29,571 389,654
C075887109 BECTON DICKINSON & 7,956 8,621
C088606108 ADR BHP GROUP LTD S 6,155 4,639
C09260D107 BLACKSTONE INC COM 34,277 46,726
C125523100 THE CIGNA GROUP 9,656 14,635
C126650100 CVS HEALTH CORP COM 15,549 13,871
C14448C104 CARRIER GLOBAL CORP 1,185 6,485
C166764100 CHEVRON CORP COM 25,762 32,734
C17275R102 CISCO SYSTEMS INC 14,298 39,960
C191216100 COCA COLA CO COM 15,606 25,527
C22160K105 COSTCO WHOLESALE CO 13,774 132,859
C235851102 DANAHER CORP COM 9,326 63,815
C254687106 WALT DISNEY CO 9,864 22,827
C260557103 DOW INC 2,153 2,568
C26614N102 DUPONT DE NEMOURS I 3,160 4,880
C291011104 EMERSON ELECTRIC CO 9,342 21,068
C30231G102 EXXON MOBIL CORP CO 18,277 39,371
C30303M102 META PLATFORMS INC 25,708 50,354
C34959J108 FORTIVE CORP COM MO 3,439 12,150
C38141G104 GOLDMAN SACHS GROUP 34,935 56,689
C437076102 HOME DEPOT INC COM 7,764 58,349
C458140100 INTEL CORP COM 20,916 7,018
C45866F104 INTERCONTINENTAL EX 8,678 48,428
C46625H100 JPMORGAN CHASE & CO 17,790 106,671
C580135101 MC DONALDS CORP COM 12,310 47,832
C58933Y105 MERCK & CO INC NEW 11,855 28,650
C59156R108 METLIFE INC COM STK 8,038 20,879
C594918104 MICROSOFT CORP COM 29,651 42,150
C62955J103 NOV INC COM 6,229 2,190
C654106103 NIKE INC CL B 5,914 19,220
C655844108 NORFOLK SOUTHN CORP 9,755 35,205
C670346105 NUCOR CORP COM 6,788 18,090
C67066G104 NVIDIA CORP COM 17,041 208,418
C68389X105 ORACLE CORP COM 9,090 52,158
C68902V107 OTIS WORLDWIDE CORP 1,637 4,353
C697435105 PALO ALTO NETWORKS 18,173 92,436
C717081103 PFIZER INC COM 13,083 13,822
C742718109 PROCTER & GAMBLE CO 7,286 17,603
C747525103 QUALCOMM INC COM 16,013 41,938
C75513E101 RTX CORPORATION COM 3,499 10,993
C79466L302 SALESFORCE INC COM 24,797 40,788
C806857108 SCHLUMBERGER LTD CO 24,937 19,745
C91324P102 UNITEDHEALTH GROUP 3,603 50,586
C92338C103 VERALTO CORP COM 1,222 9,370
C92343V104 VERIZON COMMUNICATI 28,921 24,634
CG29183103 EATON CORP PLC COM 7,158 64,715
C33939L308 MFC FLEXSHARES TR M 91,944 92,986
C33939L407 MFC FLEXSHARES TR M 145,147 140,459
C33939L803 MFC FLEXSHARES TR M 71,232 86,799
C464287614 MFC ISHARES TR RUSS 134,377 218,460
C464287655 MFC ISHARES TR RUSS 115,740 159,754
C552966806 MFO MFS INSTL INTL 177,377 204,539
C665162293 NORTHERN FUNDS SM C 42,263 53,153
C665162384 MFB NORTHERN MULTI 80,241 83,368
C665162558 MFB NORTHN ACTIVE M 116,929 106,599
C665162582 MFB NORTHERN FUNDS 58,542 53,641
C00783V104 ADR ADYEN N V ADR 4,225 4,926
C046353108 ADR ASTRAZENECA PLC 7,442 7,011
C049468101 ATLASSIAN CORP CL A 3,370 4,868
C05523R107 ADR BAE SYS PLC SPO 4,224 4,630
C136385101 CANADIAN NAT RES LT 3,776 3,581
C13646K108 CANADIAN PAC KANS C 5,682 5,717
C20449X401 ADR COMPASS GROUP P 4,050 4,770
C22266T109 COUPANG INC 5,340 5,319
C30215C101 EXPERIAN PLC 3,394 3,418
C31488V107 FERGUSON ENTERPRISE 3,219 3,819
C45104G104 ADR ICICI BK LTD 3,619 4,927
C58533E103 ADR MEITUAN UNSPON 6,695 5,589
C58733R102 MERCADOLIBRE INC CO 2,706 3,401
C606793404 ADR MITSUBISHI HEAV 5,753 6,659
C670100205 ADR NOVO-NORDISK A 5,340 8,774
C775781206 ROLLS ROYCE HOLDING 6,956 6,695
C786584102 ADR SAFRAN ADR 7,110 8,448
C803054204 SAP SE-SPONSORED AD 8,283 8,125
C80687P106 ADR SCHNEIDER ELECT 3,217 5,163
C81141R100 ADR SEA LTD ADR 5,744 8,806
C82621A104 SIEMENS ENERGY AG A 5,467 5,753
C874039100 ADR TAIWAN SEMICOND 7,721 10,862
C88579N105 ADR 3I GROUP ADR 5,703 6,531
C94106B101 WASTE CONNECTIONS I 2,676 3,432
CG0403H108 AON PLC 2,869 3,592
CG0450A105 ARCH CAPITAL GROUP 4,531 6,095
CG4705A100 ICON PLC COM 8,619 6,711
CG54950103 LINDE PLC 3,942 5,024
CG6683N103 NU HOLDINGS LTD 3,895 3,585
CG8473T100 STERIS PLC ORD USD0 5,025 4,522
CH42097107 UBS GROUP AG COMMO 4,506 4,396
CL8681T102 SPOTIFY TECHNOLOGY 5,178 8,053
CM7S64H106 MONDAY COM LTD COM 4,161 4,473
CN07045102 ADR ASM INTERNATION 2,413 3,984
CN07059210 ADR ASML HLDG NV NY 5,001 4,852
CN3167Y103 FERRARI N V FERRARI 4,722 8,072

TY 2024 InvestmentsOtherSchedule2
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE      
C33939L787 MFC FLEXSHARES TR G AT COST 30,066 24,845
C665162541 MFB NORTHERN FDS GL AT COST 78,578 78,137

TY 2024 OtherDecreasesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Description Amount
2024 TRANSACTIONS POSTED IN 2025 691
ADJUSTMENT TO INCOME 11


TY 2024 OtherExpensesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 63 63   0
NY AG FEES 250 0   250


TY 2024 OtherIncomeSchedule2
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MFO BLACKROCK FDS V HIGH YIELD BD PORT I 14 14  


TY 2024 OtherIncreasesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Description Amount
COST BASIS ADJUSTMENT 35
ROUNDING ADJUSTMENT 3
CHECKS WRITTEN IN 2023 CLEARED IN 2024 27,000
2023 TRANSACTIONS POSTED IN 2024 805


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NT ADVISORY FEES 8,556 2,139   6,417
INVESTMENT MANAGEMENT FEES 1,258 1,258    


TY 2024 TaxesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 268 268   0
FOREIGN TAXES ON QUALIFIED FOR 1,058 1,058   0
FOREIGN TAXES ON NONQUALIFIED 568 568   0