JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION (EIN 20-5288433)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-01
IRS object ID
202442149349100004
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-01T09:22:07-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141800427PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUSACK & COMPANY CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 AIRPORT PARK BLVDAddressLine1Txt
CityLATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205288433EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES MCKEE JR & DORIS N MCKEEBusinessNameLine1Txt
Business Name Line2FAMILY CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone5185279931PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line136 GLADWISH ROADAddressLine1Txt
CityDELMARCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER MCKEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5185279931PhoneNum
Signature2024-08-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J TAFILOWSKI CPAPreparerPersonNm
PTINP00857205PTIN
Phone5187863550PhoneNum
Preparation2024-08-01PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$424,053FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$18InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$18,462DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,187DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,462DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,437NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$112,769GrossSalesPriceAmt
Total Rev And Expnss$22,917TotalRevAndExpnssAmt
Total Net Invst Incm$15,205TotalNetInvstIncmAmt
Total Adj Net Incm$18,480TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,787OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,787OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$157TaxesRevAndExpnssAmt
Taxes Net Invst Incm$157TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,244TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,944TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,244TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,944TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,327ExcessRevenueOverExpensesAmt
Net Investment Income$11,261NetInvestmentIncomeAmt
Adjusted Net Income$18,480AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,814SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,466SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,466SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$920PrepaidExpensesBOYAmt
Prepaid Expenses EOY$757PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$757PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$375,633CorporateStockBOYAmt
Corporate Stock EOY$420,830CorporateStockEOYAmt
Corporate Stock EOYFMV$420,830CorporateStockEOYFMVAmt
Total Assets BOY$384,367TotalAssetsBOYAmt
Total Assets EOY$424,053TotalAssetsEOYAmt
Total Assets EOYFMV$424,053TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$384,367NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$424,053NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$384,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$424,053TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$384,367TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$424,053TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$384,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,327ExcessRevenueOverExpensesAmt
Other Increases$50,013OtherIncreasesAmt
Subtotal$424,053SubtotalAmt
Tot Net Ast Or Fund Balances EOY$424,053TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$157InvestmentIncomeExciseTaxAmt
Subtotal$157SubtotalAmt
Tax Based On Investment Income$157TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$757EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$757TotalPaymentsAndCreditsAmt
Overpayment$600OverpaymentAmt
Applied To ES Tax$600AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER MCKEEIndividualWithBooksNm
Phone5185279931PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line136 GLADWISH ROADAddressLine1Txt
CityDELMARCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12054ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER MCKEE
36 GLADWISH ROADDELMARNY12054PRESIDENT000.00$0$0$0
ALISON CHAMBERLIN
22 GREENLEAF DRIVEDELMARNY12054SECRETARY000.00$0$0$0
NICK SHUR
105 ADAMS PLACEDELMARNY12054TREASURER000.00$0$0$0
DAVID MCKEE
4891 SPRINGWOOD CIRCLEFAIRFIELDCA94534TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GENERAL CHARITABLE SUPPORTDescription1Txt
Expenses1$17,500Expenses1Amt
Description2FEED THE NEEDYDescription2Txt
Expenses2$6,000Expenses2Amt
Description3SUPPORT MINISTRY PROGRAMSDescription3Txt
Expenses3$2,500Expenses3Amt
Description4M.O.M. OUTREACHDescription4Txt
Expenses4$2,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$398,232AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$839FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$404,211TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$404,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,063CashDeemedCharitableAmt
Net Vl Noncharitable Assets$398,148NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,907MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,907MinimumInvestmentReturnAmt
Tax Based On Investment Income$157TaxBasedOnInvestmentIncomeAmt
Total Tax$157TotalTaxAmt
Distributable Before Adj$19,750DistributableBeforeAdjAmt
Distributable Before Ded$19,750DistributableBeforeDedAmt
Distributable As Adjusted$19,750DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,300ExpensesAndContributionsAmt
Qualifying Distributions$29,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,750DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$471ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,697ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$987ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,905ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$9,060TotalExcessDistributionCyovAmt
Qualifying Distributions$29,300QualifyingDistributionsAmt
Applied To Current Year$19,750AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,550RemainingDistriFromCorpusAmt
Total Corpus$18,610TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$471ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,139ExcessDistriCyovToNextYrAmt
Excess From Year4$3,697ExcessFromYear4Amt
Excess From Year3$987ExcessFromYear3Amt
Excess From Year2$3,905ExcessFromYear2Amt
Excess From Current Year$9,550ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
END 68 HOURS OF HUNGER
PO BOX 676SOMERSWORTHNH03878NONEPCFEED THE NEEDY$6,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037NONEPCGENERAL SUPPORT$2,500
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741NONEPCGENERAL SUPPORT$5,000
SHARP HEALTH CARE FOUNDATION
8695 SPECTRUM CENTER BLVDSAN DIEGOCA92123NONEPCGENERAL SUPPORT$5,000
ST SERPHIM OF SAROV CHURCH
90 MOUNTAIN VIEW AVENUESANTA ROSACA95407NONEPCGENERAL SUPPORT$5,000
ST SERPHIM OF SAROV CHURCH
90 MOUNTAIN VIEW AVENUESANTA ROSACA95407NONEPCM.O.M. OUTREACH$2,000
WESTMINSTER PRESBYTERIAN CHURCH
85 CHESTNUTALBANYNY12210NONEPCSUPPORT MINISTRY PROGRAMS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,187ExclusionAmt
Related Or Exempt Function Incm$3,275RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,437RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,205ExclusionAmt
Related Or Exempt Function Incm$7,712RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,917TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,200Amt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
INVESCO QQQ TRUST (QQQ)2023-03PURCHASE2023-08$40,183$33,836$6,347
SPDR SERIES TRUST (SPMD)2022-11PURCHASE2023-03$34,059$34,162-$103
VANGUARD HIGH YIELD (VWAHX)2023-01PURCHASE2023-03$38,527$40,334-$1,807

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDS$251,071$251,071
MUTUAL FUNDS$106,708$106,708
STOCKS$63,051$63,051

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
NYS FILING FEE$100$100

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTDesc
Amt$50,013Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3,787Amt
Net Investment Income$3,787NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX ON INVESTMENT INCOMECategoryTxt
Amt$157Amt
Net Investment Income$157NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.