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
THE ANNE BEVERLY MCCORMACK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 803878
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60680
A Employer identification number

13-3458360
B Telephone number (see instructions)

3126306000
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)$4,687,427J 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... 88,450 87,815  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,724
b Gross sales price for all assets on line 6a 311,989
7 Capital gain net income (from Part IV, line 2)... 78,724
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........ 167,188 166,553  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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
3,625 1,812 0 1,813
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,977 3,810   7,167
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,179 1,883   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
134 134    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,915 7,639 0 8,980
25 Contributions, gifts, grants paid....... 185,800 185,800
26 Total expenses and disbursements. Add lines 24 and 25 ................ 203,715 7,639 0 194,780
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,527
b Net investment income (if negative, enter -0-) 158,914
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............. 635    
2 Savings and temporary cash investments.........   76,073 76,073
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)....... 1,904,627 Click to see attachment
List of Attached Documents:
// Content
1,791,117 		4,266,547
c Investments—corporate bonds (attach schedule)....... 278,279 Click to see attachment
List of Attached Documents:
// Content
278,546 		248,715
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 108,644 Click to see attachment
List of Attached Documents:
// Content
94,993 		96,092
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) 2,292,185 2,240,729 4,687,427
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........ 2,292,185 2,240,729
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)..... 2,292,185 2,240,729
30 Total liabilities and net assets/fund balances (see instructions). 2,292,185 2,240,729
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
2,292,185
2
Enter amount from Part I, line 27a .....................
2
-36,527
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
785
4
Add lines 1, 2, and 3 ..........................
4
2,256,443
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
15,714
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,240,729
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 4. ADR ADYEN N V ADR   2023-03-17 2025-11-12
b 20. ALPHABET INC CAP STK USD0.001 CL C   2012-11-26 2025-09-25
c 20. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2012-11-26 2025-09-25
d 40. APPLE COMPUTER INC   2012-11-26 2025-09-25
e 6. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2022-07-08 2025-03-06
36. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2022-07-08 2025-04-25
3. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-05-03 2025-11-12
6. ATLASSIAN CORP CL A   2023-10-18 2025-01-31
2. ATLASSIAN CORP CL A   2025-02-11 2025-08-11
14. ATLASSIAN CORP CL A   2022-12-21 2025-08-11
5. BAE SYS PLC SPONSORED ADR   2023-11-09 2025-04-23
4. BAE SYS PLC SPONSORED ADR   2023-11-09 2025-10-06
38. BECTON DICKINSON & CO   2017-12-29 2025-03-20
95. BHP LTD SPONSORED ADR   2012-11-26 2025-03-20
25. THE CIGNA GROUP   2012-11-26 2025-03-20
147. CVS CORP   2023-09-25 2025-03-20
10. CANADIAN NAT RES LTD COM   2023-12-20 2025-06-03
95. CARRIER GLOBAL CORPORATION COM USD0.01 WI   2012-11-26 2025-03-20
11. ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)   2023-06-28 2025-03-06
131. ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)   2023-06-28 2025-12-10
5. COSTCO WHSL CORP NEW   2012-11-26 2025-09-25
6. COUPANG INC   2024-04-19 2025-03-06
8. COUPANG INC   2024-04-19 2025-11-12
64. DOW INC COM USD0.01 WI   2013-01-10 2025-03-20
64. DUPONT DE NEMOURS INC COMMON STOCK   2013-01-10 2025-03-20
2. FERGUSON ENTERPRISES INC USD0.0001   2022-03-14 2025-03-10
20. FERGUSON ENTERPRISES INC USD0.0001   2023-05-24 2025-03-10
184. MFC FLEXSHARES TR MORNINGSTAR EMERGING MKTS FACTOR TILT INDEX FD   2012-11-26 2025-03-20
378. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2022-01-31 2025-03-20
1026. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2022-01-31 2025-12-16
6. ADR ICICI BK LTD   2022-12-06 2025-11-12
158. ADR MEITUAN UNSPON ADS EACH REP 2 ORD SHS CL B   2025-01-17 2025-09-17
25. ADR MITSUBISHI HEAVY INDS LTD ADS   2024-08-16 2025-01-17
21. ADR MITSUBISHI HEAVY INDS LTD ADS   2024-08-16 2025-07-15
150. NOV INC COM   2012-11-26 2025-03-20
2388.54 MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND   2021-12-16 2025-03-20
1239.67 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD   2020-12-14 2025-03-20
1064.59 MFB NORTHN MULTI-MANAGER INTL EQTY FD FD   2021-12-16 2025-12-16
1. NOVO NORDISK A S ADR   2022-04-12 2025-03-06
35. NOVO NORDISK A S ADR   2022-04-12 2025-04-25
2. NOVO NORDISK A S ADR   2022-02-03 2025-11-12
40. NVIDIA CORP   2020-08-11 2025-09-25
47. OTIS WORLDWIDE CORP COM USD0.01 WI   2012-11-26 2025-03-20
54. RALLIANT CORP COM USD0.01 WI   2012-11-26 2025-09-25
170. ROLLS ROYCE HOLDINGS PLC SPONSORED ADR ROLLS-RO SPONSORED ADR   2025-02-18 2025-05-02
15. ROLLS ROYCE HOLDINGS PLC SPONSORED ADR ROLLS-RO SPONSORED ADR   2024-10-30 2025-11-12
2. ADR SAFRAN ADR   2023-12-04 2025-02-18
26. ADR SAFRAN ADR   2023-12-04 2025-02-18
21. ADR SAFRAN ADR   2023-12-04 2025-05-02
5. ADR SAFRAN ADR   2024-06-07 2025-11-12
18. ADR SCHNEIDER ELECTRIC SE   2022-04-01 2025-02-10
18. ADR SCHNEIDER ELECTRIC SE   2022-04-01 2025-02-10
8. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-03-10
39. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-03-10
5. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-03-10
16. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-03-10
5. ADR SEA LTD ADR   2024-07-02 2025-01-16
1. ADR SEA LTD ADR   2024-07-02 2025-06-03
1. ADR SEA LTD ADR   2024-07-02 2025-10-06
10. #REORG/SIEMENS ENERGY AG EXCHANGE SIEMENS ENRG 2G1QAF5 01-30-2026   2025-01-28 2025-04-24
2. #REORG/SIEMENS ENERGY AG EXCHANGE SIEMENS ENRG 2G1QAF5 01-30-2026   2025-01-28 2025-11-12
1. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2024-05-23 2025-01-16
2. ADR 3I GROUP ADR   2024-07-24 2025-03-06
92. VERALTO CORP COM   2012-11-26 2025-03-20
217. VERIZON COMMUNICATIONS   2022-01-31 2025-03-20
1. AON PLC   2021-11-29 2025-11-12
1. ARCH CAP GROUP LTD ORD   2023-07-21 2025-03-06
4. ARCH CAP GROUP LTD ORD   2023-07-21 2025-11-12
3. ICON PLC COM   2021-11-29 2025-03-06
11. ICON PLC COM   2021-11-29 2025-05-06
18. ICON PLC COM   2023-08-11 2025-05-07
1. NU HOLDINGS LTD   2024-03-01 2025-03-06
12. NU HOLDINGS LTD   2024-03-01 2025-11-12
3. STERIS PLC ORD USD0.001   2021-11-29 2025-05-02
4. STERIS PLC ORD USD0.001   2021-11-29 2025-05-05
5. STERIS PLC ORD USD0.001   2021-11-29 2025-06-09
5. STERIS PLC ORD USD0.001   2022-02-03 2025-07-22
5. STERIS PLC ORD USD0.001   2022-02-03 2025-10-30
1. UBS GROUP AG COMMON STOCK   2023-12-26 2025-03-06
7. UBS GROUP AG COMMON STOCK   2023-12-26 2025-11-12
2. SPOTIFY TECHNOLOGY S A COM EUR0.025   2024-09-26 2025-01-16
5. SPOTIFY TECHNOLOGY S A COM EUR0.025   2024-04-19 2025-10-29
1. MONDAY COM LTD COM NPV   2024-02-27 2025-03-06
1. FERRARI N V FERRARI N V COMMON S TOCK   2021-11-29 2025-06-11
3. FERRARI N V FERRARI N V COMMON S TOCK   2021-11-29 2025-06-12
5. FERRARI N V FERRARI N V COMMON S TOCK   2021-11-29 2025-06-13
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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    
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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    
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    
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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 67   60 7
b 4,896   330 4,566
c 4,885   331 4,554
d 10,134   839 9,295
e 465   402 63
2,502   2,414 88
262   228 34
1,863   1,417 446
337   641 -304
2,357   1,954 403
450   271 179
435   217 218
8,805   7,956 849
4,642   6,155 -1,513
8,024   4,555 3,469
9,982   8,169 1,813
314   326 -12
6,356   1,185 5,171
370   314 56
4,035   3,736 299
4,762   482 4,280
144   133 11
231   177 54
2,346   2,153 193
4,910   3,160 1,750
336   304 32
3,318   2,915 403
9,872   9,270 602
14,801   15,595 -794
46,357   40,426 5,931
183   135 48
4,200   7,225 -3,025
662   657 5
926   534 392
2,230   6,229 -3,999
30,000   29,982 18
12,000   13,651 -1,651
15,000   13,034 1,966
88   59 29
2,171   1,928 243
100   105 -5
6,976   439 6,537
4,786   1,637 3,149
2,325   846 1,479
1,765   1,365 400
228   111 117
131   88 43
1,701   1,138 563
1,438   919 519
449   284 165
897   615 282
898   615 283
378   229 149
1,843   1,157 686
236   143 93
753   459 294
558   348 210
167   70 97
188   70 118
739   551 188
248   110 138
217   160 57
50   39 11
9,054   1,222 7,832
9,534   11,537 -2,003
351   296 55
90   82 8
366   329 37
558   827 -269
1,507   3,033 -1,526
2,506   4,759 -2,253
11   11  
194   135 59
674   682 -8
897   909 -12
1,215   1,137 78
1,120   1,128 -8
1,182   1,127 55
33   31 2
277   218 59
980   753 227
3,326   1,383 1,943
272   218 54
482   267 215
1,431   800 631
2,314   1,334 980
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
      20,826
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       7
b       4,566
c       4,554
d       9,295
e       63
      88
      34
      446
      -304
      403
      179
      218
      849
      -1,513
      3,469
      1,813
      -12
      5,171
      56
      299
      4,280
      11
      54
      193
      1,750
      32
      403
      602
      -794
      5,931
      48
      -3,025
      5
      392
      -3,999
      18
      -1,651
      1,966
      29
      243
      -5
      6,537
      3,149
      1,479
      400
      117
      43
      563
      519
      165
      282
      283
      149
      686
      93
      294
      210
      97
      118
      188
      138
      57
      11
      7,832
      -2,003
      55
      8
      37
      -269
      -1,526
      -2,253
       
      59
      -8
      -12
      78
      -8
      55
      2
      59
      227
      1,943
      54
      215
      631
      980
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 78,724
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 2,209
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 2,209
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 2,209
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,576
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 633
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,209
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  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 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)
NY
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 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 ofTHE NORTHERN TRUST COMPANY Telephone no. (312) 630-6000

Located atPO BOX 803878CHICAGOIL ZIP+460680
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
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................... 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
4,437,301
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, 1b, and 1c).......................
1d
4,437,301
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
4,437,301
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
66,560
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,370,741
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
218,537
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
218,537
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,209
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,209
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
216,328
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
216,328
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
216,328
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
194,780
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
194,780
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 7 216,328
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 171,324
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...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 194,780
a Applied to 2024, but not more than line 2a 171,324
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..... 23,456
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		192,872
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 ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
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).)
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 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

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

RED ROVER

PO BOX 188890
SACRAMENTO,CA95818 		NONE   GENERAL SUPPORT 10,000

TIGER CREEK WILDLIFE REFUGE

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

HOOVES & PAWS

7303 POINDEXTER RD
LOUISA,VA23093 		NONE   GENERAL 6,000

K9 LIFELINE RESCUE

PO BOX 772
GENOA CITY,WI53128 		NONE   GENERAL 3,000

CASEY TO THE RESCUE

6533 BLUE HERON POINT
OVID,NY14521 		NONE   GENERAL 3,500

HAPPY CAT SANCTUARY

PO BOX 688
CORAM,NY11727 		NONE   GENERAL 3,500

GUIDE DOGS FOR THE BLIND

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

PAWS OF HONOR

263 MCLAWS CIR
WILLIAMSBURG,VA23185 		NONE   GENERAL 1,000

AMERICAN HUMANE SOCIETY

1400 16TH ST NW
WASHINGTON,DC20036 		NONE   GENERAL 5,000

KINDNESS RANCH

854 WY-270
HARTVILLE,WY82215 		NONE   GENERAL 2,000

PEACEFUL VALLEY DONKEY RESCUE

PO BOX 216
MILES,TX76861 		NONE   GENERAL 800

SMILING DOG FARMS

6915S TX-60
WHARTON,TX77488 		NONE   GENERAL 1,000

VEG ER FOR PETS - ALEXANDRIA

4525 DUKE STREET
ALEXANDRIA,VA22304 		NONE   GENERAL SUPPORT 5,000

SAVE-A-PET ANIMAL RESCUE

608 PATCHOGUE RD
PORT JEFFERSON STATION,NY11776 		NONE   GENERAL SUPPORT 1,000

BEST FRIENDS ANIMAL SOCIETY

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

NOAH'S LOST ARK INC

8424 BEDELL RD
BERLIN CENTER,OH44401 		NONE   GENERAL SUPPORT 3,000

HEIFER PROJECT INTERNATIONAL

1 WORLD AVENUE
LITTLE ROCK,AR72202 		NONE   GENERAL SUPPORT 12,000

SOCIETY OF ST FRANCIS

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

MARA ELEPHANT PROJECT

4000 W 106TH STREET SUITE 125-238
CARMEL,IN46032 		NONE   GENERAL SUPPORT 5,000

SECOND CHANCES FOR BLIND DOGS
FOUNDATION
4335 VAN NUYS BLVD SUITE 190
SHERMAN OAKS,CA91403 		NONE   GENERAL 1,000

CHILDREN'S HOSPITAL
FOUNDATION
2924 BROOK ROAD
RICHMOND,VA23220 		NONE   GENERAL 13,000

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE
WASHINGTON,DC20003 		NONE   GENERAL SUPPORT 5,000

ALLEY CAT ALLIES

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

ALLEY CAT RESCUE INC

3906 RHODE ISLAND AVE
BRENTWOOD,MD20722 		NONE   GENERAL SUPPORT 14,000

ANIMAL WELFARE LEAGUE OF
ALEXANDRIA VIRGINIA INC
4101 EISENHOWER AVE
ALEXANDRIA,VA22304 		NONE   GENERAL SUPPORT 17,000

MERCY FOR ANIMALS

8033 SUNSET BLVD
LOS ANGELES,CA90046 		NONE   GENERAL 1,000

KING STREET CATS

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

RING DOG RESCUE

PO BOX 28632
RICHMOND,VA23228 		NONE   GENERAL 15,000

TIGER HAVEN

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

WOUNDED PAW PROJECT

12644 CHAPEL RD UNIT 193
CLIFTON,VA20124 		NONE   GENERAL SUPPORT 500

WHISPERING WILLOWS SR DOG SANCTUARY

22051 OLD 64 HWY
HERMITAGE,MO65668 		NONE   GENERAL SUPPORT 2,000

INTERNATIONAL CONSERVATION CAUCUS FDN

1200 POTOMAC ST NW
WASHINGTON,DC20007 		NONE   GENERAL SUPPORT 2,000

SPCA INTERNATIONAL INC

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

WORLD VISION

34834 WEYERHAEUSER WAY S
FEDERAL WAY,WA98063 		NONE   GENERAL SUPPORT 4,000
Total ................................. 3a 185,800
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 88,450  
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 78,724  
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) ..   167,188  
13Total. Add line 12, columns (b), (d), and (e)..................
13
167,188
(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 AccountingFeesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 3,625 1,812   1,813

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Name of Bond End of Year Book Value End of Year Fair Market Value
C09260B630 MFO BLACKROCK FDS V 73,538 71,128
C665162699 MFB NORTHERN HIGH Y 100,045 90,821
C33939L662 MFC FLEXSHARES TRUS 104,963 86,766

TY 2025 InvestmentsCorpStockSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Name of Stock End of Year Book Value End of Year Fair Market Value
C002824100 ABBOTT LAB COM 6,630 22,803
C02079K107 ALPHABET INC CAP ST 5,385 112,968
C02079K305 ALPHABET INC CAPITA 5,418 112,680
C023135106 AMAZON COM INC COM 45,093 62,783
C025816109 AMERICAN EXPRESS CO 13,453 92,488
C030420103 AMERICAN WTR WKS CO 3,761 13,964
C031162100 AMGEN INC COM 1,718 39,277
C037833100 APPLE INC COM STK 28,732 412,140
C075887109 BECTON DICKINSON &    
C088606108 ADR BHP GROUP LTD S    
C09260D107 BLACKSTONE INC COM 33,774 41,772
C125523100 THE CIGNA GROUP 5,101 7,706
C126650100 CVS HEALTH CORP COM 7,380 12,856
C14448C104 CARRIER GLOBAL CORP    
C166764100 CHEVRON CORP COM 25,762 34,445
C17275R102 CISCO SYSTEMS INC 14,298 51,995
C191216100 COCA COLA CO COM 15,606 28,663
C22160K105 COSTCO WHOLESALE CO 13,292 120,728
C235851102 DANAHER CORP COM 9,326 63,640
C254687106 WALT DISNEY CO 9,864 23,323
C260557103 DOW INC    
C26614N102 DUPONT DE NEMOURS I    
C291011104 EMERSON ELECTRIC CO 9,342 22,562
C30231G102 EXXON MOBIL CORP CO 18,277 44,044
C30303M102 META PLATFORMS INC 25,708 56,768
C34959J108 FORTIVE CORP COM MO 2,593 8,944
C38141G104 GOLDMAN SACHS GROUP 34,935 87,021
C437076102 HOME DEPOT INC COM 7,764 51,615
C458140100 INTEL CORP COM 20,916 12,915
C45866F104 INTERCONTINENTAL EX 8,678 52,637
C46625H100 JPMORGAN CHASE & CO 17,790 143,388
C580135101 MC DONALDS CORP COM 12,310 50,429
C58933Y105 MERCK & CO INC NEW 11,855 30,315
C59156R108 METLIFE INC COM STK 8,038 20,130
C594918104 MICROSOFT CORP COM 29,651 48,362
C62955J103 NOV INC COM    
C654106103 NIKE INC CL B 5,914 16,182
C655844108 NORFOLK SOUTHN CORP 9,755 43,308
C670346105 NUCOR CORP COM 6,788 25,282
C67066G104 NVIDIA CORP COM 16,601 281,988
C68389X105 ORACLE CORP COM 9,090 61,007
C68902V107 OTIS WORLDWIDE CORP    
C697435105 PALO ALTO NETWORKS 18,173 93,574
C717081103 PFIZER INC COM 21,066 21,240
C742718109 PROCTER & GAMBLE CO 7,286 15,048
C747525103 QUALCOMM INC COM 16,013 46,697
C75513E101 RTX CORPORATION COM 3,499 17,423
C79466L302 SALESFORCE INC COM 24,797 32,319
C806857108 SLB LIMITED COM 24,937 19,766
C91324P102 UNITEDHEALTH GROUP 3,603 33,011
C92338C103 VERALTO CORP COM    
C92343V104 VERIZON COMMUNICATI 17,384 16,251
CG29183103 EATON CORP PLC COM 7,158 62,109
C33939L308 MFC FLEXSHARES TR M 82,674 104,792
C33939L407 MFC FLEXSHARES TR M 89,125 112,745
C33939L803 MFC FLEXSHARES TR M 71,232 116,840
C464287614 MFC ISHARES TR RUSS 134,377 257,475
C464287655 MFC ISHARES TR RUSS 115,740 177,974
C552966806 MFO MFS INSTL INTL 179,598 247,655
C665162293 NORTHERN FUNDS SM C 49,912 58,352
C665162384 MFB NORTHERN MULTI 57,668 71,613
C665162558 MFB NORTHN ACTIVE M 113,387 125,885
C665162582 MFB NORTHERN FUNDS 64,542 75,982
C00783V104 ADR ADYEN N V ADR 4,165 5,302
C046353108 ADR ASTRAZENECA PLC 4,398 5,700
C049468101 ATLASSIAN CORP CL A    
C05523R107 ADR BAE SYS PLC SPO 6,689 9,938
C136385101 CANADIAN NAT RES LT 3,450 3,588
C13646K108 CANADIAN PAC KANS C 5,682 5,817
C20449X401 ADR COMPASS GROUP P    
C22266T109 COUPANG INC 5,031 5,379
C30215C101 EXPERIAN PLC 3,394 3,614
C31488V107 FERGUSON ENTERPRISE 5,373 4,675
C45104G104 ADR ICICI BK LTD 3,484 4,738
C58533E103 ADR MEITUAN UNSPON    
C58733R102 MERCADOLIBRE INC CO 2,706 4,029
C606793404 ADR MITSUBISHI HEAV 4,562 9,304
C670100205 ADR NOVO-NORDISK A 3,249 3,256
C775781206 ROLLS ROYCE HOLDING 6,542 13,912
C786584102 ADR SAFRAN ADR 4,681 8,792
C803054204 SAP SE-SPONSORED AD 8,283 8,016
C80687P106 ADR SCHNEIDER ELECT    
C81141R100 ADR SEA LTD ADR 5,258 9,695
C82621A104 SIEMENS ENERGY AG A 6,625 18,360
C874039100 ADR TAIWAN SEMICOND 7,561 16,410
C88579N105 ADR 3I GROUP ADR 5,663 6,251
C94106B101 WASTE CONNECTIONS I 2,676 3,507
CG0403H108 AON PLC 2,573 3,176
CG0450A105 ARCH CAPITAL GROUP 4,120 5,851
CG4705A100 ICON PLC COM    
CG54950103 LINDE PLC 3,942 5,117
CG6683N103 NU HOLDINGS LTD 3,749 5,574
CG8473T100 STERIS PLC ORD USD0    
CH42097107 UBS GROUP AG COMMO 4,257 6,344
CL8681T102 SPOTIFY TECHNOLOGY 3,042 6,388
CM7S64H106 MONDAY COM LTD COM 3,944 2,656
CN07045102 ADR ASM INTERNATION 2,413 4,224
CN07059210 ADR ASML HLDG NV NY 6,554 9,629
CN3167Y103 FERRARI N V FERRARI 2,321 3,696
C251542106 ADR DEUTSCHE BOERSE 4,769 3,838
C337738108 FISERV INC COM 10,013 5,172
C654445303 ADR NINTENDO LTD AD 6,281 5,311
C718172109 PHILIP MORRIS INTL 9,894 8,982
C76206K107 ADR RHEINMETALL ADR 3,680 3,655
C82509L107 SHOPIFY INC CL A SU 5,579 5,151
C88032Q109 ADR TENCENT HLDGS L 6,007 6,736
CG7997R103 SEAGATE TECHNOLOGY 5,738 6,885

TY 2025 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
C33939L787 MFC FLEXSHARES TR G AT COST 30,066 25,663
C665162541 MFB NORTHERN FDS GL AT COST 64,927 70,429

TY 2025 OtherDecreasesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Description Amount
RETURN OF CAPITAL ADJUSTMENT 632
CHECKS WRITTEN/CLEARED IN FOLLOWING YR 14,500
2025 TRANSACTIONS POSTED IN 2026 582


TY 2025 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 134 134   0


TY 2025 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 2025 OtherIncreasesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Description Amount
2024 TRANSACTIONS POSTED IN 2025 691
COST BASIS ADJUSTMENT 94


TY 2025 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 9,556 2,389   7,167
INVESTMENT MANAGEMENT FEES 1,421 1,421    


TY 2025 TaxesSchedule
Name:
THE ANNE BEVERLY MCCORMACK FOUNDATION
EIN:
13-3458360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 274 274   0
ESTIMATED TAX PAYMENTS 1,296 0   0
FOREIGN TAXES ON QUALIFIED FOR 931 931   0
FOREIGN TAXES ON NONQUALIFIED 678 678   0