2025-08-08T08:32:01-05:00 2024-12-31 994625061 CRI ADVISORS LLC 1001 3RD AVENUE W STE 500 BRADENTON FL 34205 990PF 2024-01-01 843901985 BE IN MCCORMACK FOUNDATION INC BEIN 9417470500 PO BOX 1451 BRADENTON FL 34206 HELEN E MCCORMACK PRESIDENT 9417470050 2025-08-03 1 0 CHRISTINA VOLTOLINA CPA P00634327 9417470500 2025-08-03 2024 2025-03-06 01:10:19Z X 2339011 X 507923 37089 37089 -30025 615888 0 514987 37089 0 0 0 16719 8359 8360 336 0 336 14241 13324 917 31296 21683 9613 162000 162000 193296 21683 171613 321691 15406 600652 610166 610166 290086 247798 247798 795861 1147737 1481047 1686599 2005701 2339011 2589 0 2589 0 X 0 0 0 0 1684010 2005701 1684010 2005701 1686599 2005701 1684010 321691 0 2005701 0 2005701 PUBLICLY TRADED SECURITIES SHORT TERM 485757 500196 -14439 -14439 PUBLICLY TRADED SECURITIES LONG TERM 130131 145717 -15586 -15586 -30025 214 0 214 0 214 0 0 214 0 214 0 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 0 0 0 0 0 1 N/A BYRON SHINN 9417470500 1001 3RD AVE W SUITE 500 BRADENTON FL 34205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELEN MCCORMACK 722 EAGLE POINT DR VENICE FL 34285 PRESIDENT 1.00 0 0 0 MARY MCCORMACK 722 EAGLE POINT DR VENICE FL 34285 VICE PRESIDENT 1.00 0 0 0 DENISE PENZ 4840 HIGBEE AVE NW STE 4840 CANTON OH 44718 SECRETARY 1.00 0 0 0 BYRON SHINN 1001 3RD AVE WEST STE 500 BRADENTON FL 34205 TREASURER 1.00 0 0 0 DREW PETERS 1924 SOUTH OSPREY AVE STE 2020 SARASOTA FL 34239 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1683148 109775 0 1792923 0 0 1792923 26894 1766029 88301 88301 214 214 88087 0 88087 0 88087 171613 0 171613 88087 0 0 64331 90806 155137 171613 0 0 0 88087 83526 0 0 238663 0 0 0 0 0 0 0 238663 64331 90806 83526 HELEN MCCORMACK X DENTON JOHNSON TENNIS CORP 2731 JOHN PAUL DR ORLANDO FL 32810 DONATION TO CREATE A HAVEN WHERE KIDS CAN ATTEND AFTER SCHOOL AND HAVE ACCESS TO COMPUTERS, MENTORS, AND NUTRITION. 29500 SARASOTA MEDICAL PREGNANCY CENTER 1762 HAWTHORNE STREET SUITE 5 SARASOTA FL 34239 DONATION TO PROVIDE MEDICAL SERVICES, REPRODUCTIVE HEALTH EDUCATION, AND SUPPORT AT NO COST, EMPOWERING OUR COMMUNITY TO MAKE HEALTHY LIFE CHOICES 10000 TRUE AND FAITHFUL PET RESCUE 1532 US HWY 41 BYPASS S BOX 157 VENICE FL 34293 DONATION TO PROVIDE EXCEPTIONAL CARE AND LOVE TO SENIOR DOGS IN NEED. 5000 WHEELING COUNTRY DAY SCHOOL 8 PARK RD WHEELING WV 26003 DONATION TO HELP ENGAGE STUDENTS TO THINK, TO CREATE, AND TO COMMUNICATE IN NURTURING ENVIRONMENTS SO RESILIENCE BUILDS CHARACTER AND LEARNING REMAINS PARAMOUNT. 20000 HOUSE OF HOPE 2020 36TH ST ORLANDO FL 32839 DONATION TO PROVIDE THE TOOLS TO ACHEIVE RECOVERY FROM ADDICTION AND ADDRESS MENTAL HEALTH ISSUES, WHILE TRANSFORMING LIVES, FAMILIES AND COMMUNITIES. 80000 CAMPUS CRUSADE FOR CHRIST 100 LAKE HART DRIVE ORLANDO FL 32832 DONATION TO HELP BUILD PEOPLE IN THEIR FAITH AND SEND THEM TO WIN AND BUILD OTHERS. 7500 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 DONATION TO SERVE LOCAL COMMUNITIES AROUND THE GLOBE BY ENGAGING, EQUIPPING AND EMPOWERING COACHES AND ATHLETES TO UNITE, INSPIRE AND CHANGE THE WORLD THROUGH THE GOSPEL. 5000 VINTAGE PAWS SANTUARY 7950 STATE ROAD 72 SARASOTA FL 34241 DONATION TO PROVIDE A SANCTUARY FOR DISPLACED SENIOR DOGS TO LIVE OUT THEIR LIVES WITH DIGNITY SURROUNDED BY THE LOVING CARE THEY DESERVE. 5000 162000 0 14 37089 14 -30025 0 7064 0 7064 0 0 0 0 0 0 0 0 0 0 X X 1 HELEN E MCCORMACK PO BOX 1451 BRADENTON FL 34206 507923 X ACCOUNTING FEES 16719 8359 8360 IN ACCORDANCE WITH S.496.405 OF THE FLORIDA STATUTE, A CHARITABLE ORGANIZATION THAT LIMITS SOLICITATION OF CONTRIBUTIONS TO MEMBERSHIP OF THE CHARITABLE ORGANIZATION ONLY IS EXEMPT FROM REGISTRATION AND ANNUAL RENEWAL STATEMENTS. RBC INVESTMENTS 1147737 1481047 SOFTWARE 745 0 745 INVESTMENT MANAGEMENT FEES 13324 13324 0 BUSINESS EXPENSES 158 0 158 TAXES WITHHELD 14 0 14 DUE TO HELEN 2589 0 REGISTRATION FEES 334 0 334 BANK FEES 2 0 2