Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
 
Number and street (or P.O. box number if mail is not delivered to street address) 1120 SOUTH 101ST STREET
  Room/suite
City or town
OMAHA
State or province
NE
Country  
ZIP or foreign postal code
68124
A Employer identification number

20-5604435
B Telephone number (see instructions)

6156924612
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,134,343J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 151,647 151,647  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 335,596
b Gross sales price for all assets on line 6a 2,054,686
7 Capital gain net income (from Part IV, line 2)... 335,596
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
5,164 5,164  
12 Total. Add lines 1 through 11........ 492,407 492,407  
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
38,459 19,229   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,220 15,101   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
1,322 1,322   1,322
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,001 35,652 0 1,322
25 Contributions, gifts, grants paid....... 287,500 287,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 342,501 35,652 0 288,822
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 149,906
b Net investment income (if negative, enter -0-) 456,755
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 5,000 5,000 5,000
2 Savings and temporary cash investments......... 110,796 281,680 281,680
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 1,826,330 Click to see attachment
List of Attached Documents:
// Content
2,172,835 		3,789,432
c Investments—corporate bonds (attach schedule)....... 2,443,713 Click to see attachment
List of Attached Documents:
// Content
2,068,725 		2,058,231
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,385,839 4,528,240 6,134,343
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,385,839 4,528,240
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,385,839 4,528,240
30 Total liabilities and net assets/fund balances (see instructions). 4,385,839 4,528,240
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,385,839
2
Enter amount from Part I, line 27a .....................
2
149,906
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,535,745
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
7,505
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,528,240
Form 990-PF (2025)
Form 990-PF (2025)
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 8456.66 BAIRD SHORT TERM BOND-INST   2024-10-17 2025-01-07
b 1084. SS SPDR BB 1-10YR TIPS ETF   2024-10-17 2025-01-07
c 78. ACCENTURE PLC-CL A   2023-11-21 2025-02-05
d 1281. BHP GROUP LTD-SPON ADR   2023-11-21 2025-02-20
e 100. HONEYWELL INTERNATIONAL INC   2023-11-21 2025-02-27
45. LOCKHEED MARTIN CORP   2023-11-21 2025-02-27
259. HONEYWELL INTERNATIONAL INC   2020-04-13 2025-03-31
123. LOCKHEED MARTIN CORP   2021-01-29 2025-03-31
588.953 AMER BCN SIM HI YLD-R5   2024-07-26 2025-04-07
3882.915 AMER BCN SIM HI YLD-R5   2024-04-01 2025-04-07
563.89 MANNING & NAPIER H/Y BND-I   2024-07-26 2025-04-07
3619.03 MANNING & NAPIER H/Y BND-I   2024-04-01 2025-04-07
2658.826 BAIRD SHORT TERM BOND-INST   2025-04-08 2025-05-13
1778.83 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2025-05-15
471. PEPSICO INC   2023-11-21 2025-05-27
754. MERCK & CO. INC.   2023-11-21 2025-06-12
48.83 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2025-06-16
119000. US TREASURY N/B 2.875% 15 JUN 2025   2024-12-03 2025-06-16
631. NVIDIA CORP   2019-05-17 2025-06-26
50000. WALMART INC 3.55% 26 JUN 2025   2019-01-23 2025-06-26
3647.003 BAIRD SHORT TERM BOND-INST   2025-06-17 2025-07-10
338.93 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2025-07-15
317. SS INDUSTRIAL SELECT SECTOR   2025-03-31 2025-07-22
142. UNITEDHEALTH GROUP INC   2023-11-21 2025-07-23
1001.2 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2025-08-15
120000. INTEL CORP 2.6% 19 MAY 2026   2020-02-04 2025-08-15
100000. UNIVERSITY TEX UNIV REVS IAM COML PAP SEISSUE 9/23/10 MAT 8/15   2019-09-27 2025-08-15
340. NVIDIA CORP   2019-05-17 2025-08-22
5098.08 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2025-09-15
119000. US TREASURY N/B 3.5% 15 SEP 2025   2024-12-03 2025-09-15
1132. JPMORGAN EQUITY PREMIUM INCO   2025-03-13 2025-09-23
273. ACCENTURE PLC-CL A   2021-01-29 2025-09-24
334. NVIDIA CORP   2019-05-17 2025-10-06
667.1 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2025-10-15
80000. LOCKHEED MARTIN CORP 4.95% 15 OCT 2025   2022-11-01 2025-10-15
3131.524 BAIRD SHORT TERM BOND-INST   2025-06-17 2025-11-14
230. CAMDEN PROPERTY TRUST   2023-11-21 2025-11-14
241. NVIDIA CORP   2019-05-17 2025-11-14
520. ZOETIS INC   2023-11-21 2025-11-14
774.85 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2025-11-17
206. VITESSE ENERGY INC   2024-12-03 2025-11-25
21. VITESSE ENERGY INC   2024-11-05 2025-11-25
1290.78 FHR 4024 H 3% 15 MAR 2027   2019-05-17 2025-12-15
115000. LINCOLN NEB WEST HAYMARKET JT ISSUE DATE: 9/08/2010 - TAXABLE   2019-01-31 2025-12-15
125000. STRIP PRINC 31 DEC 2025   2024-12-03 2025-12-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 80,000   79,577 423
b 19,990   20,340 -350
c 30,887   19,999 10,888
d 66,709   71,082 -4,373
e 21,184   17,417 3,767
20,036   16,038 3,998
54,890   39,127 15,763
54,947   39,260 15,687
5,295   5,401 -106
34,907   35,181 -274
5,295   5,487 -192
33,983   34,976 -993
25,259   25,312 -53
1,779   1,779  
61,344   61,531 -187
61,382   57,146 4,236
49   49  
119,000   119,000  
98,223   2,456 95,767
50,000   50,000  
34,792   34,756 36
339   339  
47,919   41,223 6,696
40,847   36,335 4,512
1,001   1,001  
118,277   120,660 -2,383
100,000   100,000  
60,476   1,323 59,153
5,098   5,098  
119,000   119,000  
64,344   65,063 -719
64,693   57,632 7,061
62,084   1,300 60,784
667   667  
80,000   80,000  
30,000   29,828 172
23,393   19,799 3,594
45,762   938 44,824
63,116   54,547 8,569
775   775  
4,284   5,814 -1,530
437   543 -106
1,291   1,291  
115,000   115,000  
125,000   125,000  
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
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       423
b       -350
c       10,888
d       -4,373
e       3,767
      3,998
      15,763
      15,687
      -106
      -274
      -192
      -993
      -53
       
      -187
      4,236
       
       
      95,767
       
      36
       
      6,696
      4,512
       
      -2,383
       
      59,153
       
       
      -719
      7,061
      60,784
       
       
      172
      3,594
      44,824
      8,569
       
      -1,530
      -106
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 335,596
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 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 6,349
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 6,349
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 6,349
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,600
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 7,600
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,251
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,251 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
NE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofSECURITY NATIONAL BANK TRUST Telephone no. (402) 344-7300

Located at1120 S 101ST STREETOMAHANE ZIP+468124
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GREGORY A MCKINLEY PRESIDENT
1 		0    
2468 CROSSPARK DRIVE
MURFREESBORO,TN37129
CATHERINE MCKINLEY TREASURER
1 		0    
2468 CROSSPARK DRIVE
MURFREESBORO,TN37129
DOUGLAS OLDAKER DIRECTOR
1 		0    
1120 S 101ST STREET
OMAHA,NE68124
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,512,422
b
Average of monthly cash balances.......................
1b
155,991
c
Fair market value of all other assets (see instructions)................
1c
2,211,704
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,880,117
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,880,117
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
88,202
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,791,915
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
289,596
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
289,596
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,349
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,349
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
283,247
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
283,247
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
283,247
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, line 26, column (d) ..........
1a
288,822
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
288,822
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 283,247
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 5,826
d From 2023...... 0
e From 2024...... 6,492
f Total of lines 3a through e ........ 12,318
4Qualifying distributions for 2025 from Part
XI, line 4: $ 288,822
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 283,247
e Remaining amount distributed out of corpus 5,575
5 Excess distributions carryover applied to 2025. 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 17,893
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		17,893
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 5,826
c Excess from 2023 .... 0
d Excess from 2024 .... 6,492
e Excess from 2025 .... 5,575
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

WOUNDED WARRIOR PROJECT

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

SECOND HARVEST FOOD BANK OF MIDDLE TN

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

CARE USA

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

RE-MEMBER INC

PO BOX 5054
PINE RIDGE,SD57770 		NONE   GENERAL SUPPORT 5,000

ALZHEIMER'S ASSOCIATION TENNESSEE CHAP

PO BOX 96011
WASHINGTON,DC200906011 		NONE   GENERAL SUPPORT 3,000

ALZHEIMER'S DISEASE RESEARCH

22512 GATEWAY CENTER DR
CLARKSBURG,MD20871 		NONE   GENERAL SUPPORT 5,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATIO

PO BOX 97396
WASHINGTON,DC200907996 		NONE   GENERAL SUPPORT 7,500

AMERICAN RED CROSS

501 MEMORIAL BLVD
MRFREESBORO,TN37129 		NONE   GENERAL SUPPORT 5,000

ASPCA

PO BOX 96929
WASHINGTON,DC200906929 		NONE   GENERAL SUPPORT 5,000

BEESLEY ANIMAL FOUNDATION

PO BOX 1886
MURFREESBORO,TN37133 		NONE   GENERAL SUPPORT 1,000

BOYS & GIRLS CLUB OF THE NORTHERN CHEY

PO BOX 309
LAME DEER,MT59043 		NONE   GENERAL SUPPORT 2,500

BOYS TOWN

100 FLANAGAN BLVD
BOYS TOWN,NE680109988 		NONE   GENERAL SUPPORT 7,500

CHARITY NAVIGATOR

PO BOX 5117
BOONE,IA509500117 		NONE   GENERAL SUPPORT 1,000

COMPASSION & CHOICES

PO BOX 485
ETNA,NH037500485 		NONE   GENERAL SUPPORT 2,000

DOCTORS WITHOUT BORDERS

PO BOX 5022
HAGERSTOWN,MD217419804 		NONE   GENERAL SUPPORT 7,000

DRURY UNIVERSITY

900 N BENTON AVENUE
SPRINGFIELD,MS658023712 		NONE   GENERAL SUPPORT 2,500

EARTHJUSTICE

PO BOX 96346
WASHINGTON,DC200777953 		NONE   GENERAL SUPPORT 5,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104 		NONE   GENERAL SUPPORT 10,000

FEED THE CHILDREN

PO BOX 272186
OKLAHOMA CITY,OK731379909 		NONE   GENERAL SUPPORT 10,000

FINCA

PO BOX 98048
WASHINGTON,DC200908048 		NONE   GENERAL SUPPORT 5,000

FOOD BANK FOR THE HEARTLAND

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

GATHERING FRIENDS FOR THE HOMELESS

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

GLOBALGIVING

1 THOMAS CIRCLE NEW
WASHINGTON,DC20005 		NONE   GENERAL SUPPORT 7,500

HOPE FOR THE WARRIOR

8003 FORBES PLACE SUITE 201
SPRINGFIELD,VA22151 		NONE   GENERAL SUPPORT 2,500

MAP INTERNATIONAL

PO BOX 96487
WASHINGTON,DC200779723 		NONE   GENERAL SUPPORT 2,500

MARINE TOYS FOR TOTS

PO BOX 5036
BOONE,IA509504036 		NONE   GENERAL SUPPORT 2,500

MID-CUMBERLAND MEALS-OON-WHEELS

25 CENTURY BLVD
NASHVILLE,TN372143679 		NONE   GENERAL SUPPORT 5,000

NAMI

PO BOX 49104
BALTIMORE,MD212979104 		NONE   GENERAL SUPPORT 2,500

NASHVILLE PUBLIC TELEVISION

PO BOX 305172
NASHVILLE,TN372305172 		NONE   GENERAL SUPPORT 3,000

NASHVILLE RESCUE MISSION

639 LAFATETTE STREET
NASHVILLE,TN37203 		NONE   GENERAL SUPPORT 2,000

NATIONAL PARK FOUNDATION

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

NATIONAL PARKS CONSERVATION ASSOCIATION

PO BOX 5038
BOONE,IA509500038 		NONE   GENERAL SUPPORT 3,000

NATIONAL WILDLIFE FEDERATION

PO BOX 7025
MERRIFIELD,VA221167025 		NONE   GENERAL SUPPORT 1,000

NATIVE AMERICAN HERITAGE ASSOCIATION

830 JOHN MARSHALL HWY
FRONT ROYAL,VA226309925 		NONE   GENERAL SUPPORT 2,500

NATURAL RESOURCES DEFENSE COUNCIL

PO BOX 1830
MERRIFIELD,VA221168030 		NONE   GENERAL SUPPORT 2,500

NO KID HUNGRY

PO BOX 758644
TOPEKA,KS666759808 		NONE   GENERAL SUPPORT 10,000

OCEAN CONSERVANCY

1300 19TH STREET NW
WASHINGTON,DC20036 		NONE   GENERAL SUPPORT 2,500

OPERATON HOMEFRONT

PO BOX 8209
TOPEKA,KS666080209 		NONE   GENERAL SUPPORT 4,000

PARALYZED VETERANS OF AMERICA

1875 I STREET NW
WASHINGTON,DC200772437 		NONE   GENERAL SUPPORT 5,000

PAWS FOR PURPLE HEARTS

PO BOX 1209
MERRIFIELD,VA221161209 		NONE   GENERAL SUPPORT 1,000

PLANNED PARENTHOOD FEDERATON OF AMERICA

PO BOX 97166
WASHINGTON,DC200907166 		NONE   GENERAL SUPPORT 4,000

POSSIBILITY PLACE

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

PROJECT K9 HERO

PO BOX 953
FREDERICK,MD217050953 		NONE   GENERAL SUPPORT 1,000

SAVE THE CHILDREN

PO BOX 97132
WASHINGTON,DC200907132 		NONE   GENERAL SUPPORT 5,000

SECOND HARVEST FOOD BANK OF EAST CENTR

6621 NORTH OLD STATE ROAD 3
MUNCIE,IN47303 		NONE   GENERAL SUPPORT 5,000

SEMPER FI FUND

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

SHRINERS HOSPITAL FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33607 		NONE   GENERAL SUPPORT 10,000

SMILE TRAIN

PO BOX 96208
WASHINGTON,DC200906208 		NONE   GENERAL SUPPORT 5,000

SOUTHWEST RESERVATION AID

PO BOX 1841
MERRIFIELD,VA221168041 		NONE   GENERAL SUPPORT 5,000

SPECIAL OLYMPICS TENNESSEE

PO BOX 292549
NASHVILLE,TN372992549 		NONE   GENERAL SUPPORT 1,000

TECHNO SERVE

PO BOX 96828
WASHINGTON,DC200777939 		NONE   GENERAL SUPPORT 1,500

TENNESSEE LIONS CHARITIES INC

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

THE CONNECTING GROUNDS

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

THE NATIONAL CHILDREN'S CANCER SOCIETY

2900 FRANK SCOTT PARKWAY WEST
BELLEVILLE,IL62223 		NONE   GENERAL SUPPORT 2,500

THE SOUTHERN POVERTY LAW CENTER

PO BOX 8952
TOPEKA,KS666089976 		NONE   GENERAL SUPPORT 5,000

THE USO

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

TUNNEL TO TOWERS

PO BOX 8952
PHILADELPHIA,PA191760719 		NONE   GENERAL SUPPORT 2,500

VETERANS OF FOREIGN WARS OF THE UNITED

PO BOX 8911
TOPEKA,KS666089940 		NONE   GENERAL SUPPORT 3,000

WATERKEEPER ALLIANCE

PO BOX 96464
WASHINGTON,DC200906464 		NONE   GENERAL SUPPORT 1,500

WORLD CENTRAL KITCHEN
ATTN DONOR SERVICES TEAM
200 MASS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE   GENERAL SUPPORT 7,000

WORLD FOOD PROGRAM USA

PO BOX 96316
WASHINGTON,DC200906316 		NONE   GENERAL SUPPORT 7,000

VESTED INTEREST IN KOS INC

PO BOX 1495
MERRIFIELD,VA221161495 		NONE   GENERAL SUPPORT 1,000

RUTHERFORD COUNTY AREA HABITAT FOR HUMAN

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

RONALD MCDONALD HOUSE CHARITIES

PO BOX 121226
NASHVILLE,TN372121226 		NONE   GENERAL SUPPORT 1,000

NATIVE AMERICAN VETERANS ASSISTANCE

PO BOX 3800
RAPID CITY,SD577099824 		NONE   GENERAL SUPPORT 2,500

HEIFER INTERNATIONAL

1 WORLD AVENUE
LITTLE ROCK,AR72202 		NONE   GENERAL SUPPORT 1,000

NATIONAL AUDUBON SOCIETY

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

AUTISM SPEAKS

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

FARM RESCUE

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

ST LABRE INDIAN SCHOOL

PO BOX 758652
TOPEKA,KS666759809 		NONE   GENERAL SUPPORT 2,500

UNITED NEGRO COLLEGE FUND

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

UNION OF CONCERNED SCIENTISTS

PO BOX 4123
WOBURN,MA018884123 		NONE   GENERAL SUPPORT 2,500

WAYNE STATE FOUNDATION

1111 MAIN STREET
WAYNE,NE687871172 		NONE   GENERAL SUPPORT 2,500

AMERICAN INDIAN COLLEGE FUND

PO BOX 172449
DENVER,CO802179673 		NONE   GENERAL SUPPORT 5,000

TEAM JACK FOUNDATION

PO BOX 607
ATKINSON,NE687130607 		NONE   GENERAL SUPPORT 1,000

PUBLIC CITIZEN FOUNDATION

1600 20TH STREET NW
WASHINGTON,DC200773808 		NONE   GENERAL SUPPORT 2,000

CAF RED TAIL SQUADRON

PO BOX 758509
TOPEKA,KS666759935 		NONE   GENERAL SUPPORT 1,000

WOMEN FOR WOMEN INTERNATIONAL
GLOBAL SUPPORT CENTER
2000 M STREET NW
WASHINGTON,DC20036 		NONE   GENERAL SUPPORT 2,500

NATIONAL CHILD SAFETY COUNCIL

PO BOX 1368
JACKSON,MI49204 		NONE   GENERAL SUPPORT 1,000
Total ................................. 3a 287,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 151,647  
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 5,164  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 335,596  
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) ..   492,407  
13Total. Add line 12, columns (b), (d), and (e)..................
13
492,407
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Statement:
NEBRASKA HAS NO FORMAL REQUIREMENT FOR FILING 990-PF WITH STATE AUTHORITIES. INSTEAD, THIS RETURN IS AVAILABLE THROUGH PUBLIC INSPECTION RULES OF NON-PROFIT ORGANIZATIONS. TAXPAYER IS ORGANIZED UNDER THE STATE OF NEBRASKA NOT-FOR-PROFIT STATUTES.

TY 2025 InvestmentsCorpBondsSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Name of Bond End of Year Book Value End of Year Fair Market Value
WALMART INC 6/26/2025    
UNIVERSITY TEX UNIV REVS IAM 4    
LINCOLN NEB WEST HAYMARKET 12/    
INTEL CORP 2.600 5/19/26    
PEPSICO INC 2.625% 7/29/2029 131,455 119,345
COCA-COLA CO 1.375% 3/15/2031 100,260 87,730
BAIRD FDS INC SHRT TRM BD 1 208,105 214,344
LOCKHEED MARTIN CORP 4.950% IS    
ECOLAB INC 2.7% ISSUED 10/13/2 119,621 118,927
AMERICAN BEACON SIM HIGH YIELD 88,813 90,679
EVERGY KANSAS CENTRAL INC 2.55 98,709 99,302
FREDDIE MAC REMICS FHR 4024 H 23,118 22,880
ATMOS ENERGY CORP 3% 15 JUN 20 97,397 98,982
MANNING & NAPIER HIGH YIELD BO 89,591 89,734
SPDR BLOOMBERG 1-10 YEAR TIPS    
UNITED STATES TREASURY BILL ZE    
UNITED STATES TREASRUY BILL ZE    
UNITED STATES TREASURY NOTE/BO    
UNITED STATES TREARURY NOTE/BO    
UNITED STATES TREASURY STRIP P    
CONSUMERS ENERGY CO 4.7% 101,288 102,130
FEDERAL AGRICULTURAL MORTGAGE 100,560 100,251
GEORGIA POWER CO. 100,685 101,578
INTERCONTINENTAL EXCHANGE INC 102,753 104,579
JP MORGAN ULTRA SHORT INCOME 114,911 115,059
MORGAN STANLEY VARIABLE 100,350 99,967
PHARMACIA LLC 6.6% 105,977 107,282
SIMPLIFY HIGH YIELD ETF 59,809 57,875
STATE STREET SPDR BLOOMBERG 118,671 119,555
UNITEDHEALTH GROUP INC 100,500 102,475
WISCONSIN ELECTRIC POWER CO 106,152 105,557

TY 2025 InvestmentsCorpStockSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON COM INC COM 61,507 150,623
LOWES COS INC COM 34,957 93,324
PEPSICO INC COM    
BERKSHIRE HATHAWAY INC DEL CL 24,385 59,622
MERCK AND CO INC NEW    
UNITEDHEALTH GROUP INC COM    
ZOETIS INC    
HONEYWELL INTERNATIONAL INC CO    
LOCKHEED MARTIN CORP COM    
APPLE INC COM 14,515 83,471
MICROSOFT CORP COM 45,383 167,421
NVIDIA CORP COM 10,200 494,976
VISA INC 58,351 122,654
NEXTERA ENERGY INC 56,664 92,422
CAMDEN PPTY TR SH BEN INT    
BROADRIDGE FINANCIAL SOLUTIONS 62,214 117,511
ACCENTURE PLC    
BLACKROCK INC COM 56,227 103,081
STRYKER CORP COM 77,715 102,017
BLACKSTONE GROUP INC COM CL A 76,038 106,714
J P MORGAN CHASE & CO COM 80,255 171,202
BHP GROUP LTD ADR    
JPMORGAN TR IV INTL HEDGED    
ASML HOLDING NV 124,666 190,860
CHUBB LTD 52,541 73,794
DIAMONDBACK ENERGY INC 41,814 40,675
JPMORGAN EQUITY PREMIUM INCOME 63,039 64,886
ALPHABET INC 125,328 202,011
BROADCOM INC 79,942 222,477
CASEYS GENERAL STORE INCE 33,957 61,189
MOTOROLA SOLUTIONS INC 65,423 65,535
NVENT ELECTRIC PLC 50,138 69,433
VITESSE ENERGY INC    
WEC ENERGY GROUP INC 47,570 49,189
GLOBAL X US INFRASTRUCTURE DEV 103,995 122,125
SPV HAIR ROAD FARM, LLLP 74,825 94,913
ABBOTT LABORATORIES 60,666 55,265
CORNING INC 84,305 91,305
PROCTER & GAMBLE 60,723 51,328
RPM INTERNATIONAL 66,119 55,615
RTX CORP 116,831 143,995
WASTE MANAGEMENT 98,912 95,004
SPV MITCHELL FARMS LLLP 100,000 111,053
AMPLIFY CWP ENHANCED DIV INC 63,630 63,742

TY 2025 OtherDecreasesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Description Amount
PARTNERSHIP INCOME 5,164
MUTUAL FUND TIMING 2,341


TY 2025 OtherExpensesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 1,322 1,322   1,322


TY 2025 OtherIncomeSchedule2
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SPV HAIR ROAD FARM, LLLP 2,714 2,714  
SPV MITCHELL FARM, LLLP 2,450 2,450  


TY 2025 OtherProfessionalFeesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 38,459 19,229    


TY 2025 TaxesSchedule
Name:
RAY C MCKINLEY FAMILY FOUNDATION AGENCY
EIN:
20-5604435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 119 0   0
FEDERAL TAX PAYMENT - PRIOR YE 7,501 7,501   0
FEDERAL ESTIMATES - INCOME 7,600 7,600   0