JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION (EIN 20-5288433)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-09
IRS object ID
202321609349100407
Schema version
2022v5.0
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)
Return2023-06-09T11:06:43-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-06-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastMCKEEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J TAFILOWSKI CPAPreparerPersonNm
PTINP00857205PTIN
Phone5187863550PhoneNum
Preparation2023-06-09PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$384,367FMVAssetsEOYAmt
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$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$12InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$16,673DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,673DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,673DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$50,967NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$472,006GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$68CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$34,282TotalRevAndExpnssAmt
Total Net Invst Incm$16,753TotalNetInvstIncmAmt
Total Adj Net Incm$16,685TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,190AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,190AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,067OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,067OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$925TaxesRevAndExpnssAmt
Taxes Net Invst Incm$925TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,290TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,782TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,790TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$56,064ExcessRevenueOverExpensesAmt
Net Investment Income$11,761NetInvestmentIncomeAmt
Adjusted Net Income$16,685AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,863SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,814SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,814SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$920PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$920PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$502,885CorporateStockBOYAmt
Corporate Stock EOY$375,633CorporateStockEOYAmt
Corporate Stock EOYFMV$375,633CorporateStockEOYFMVAmt
Total Assets BOY$510,748TotalAssetsBOYAmt
Total Assets EOY$384,367TotalAssetsEOYAmt
Total Assets EOYFMV$384,367TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$510,748NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$384,367NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$510,748TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$384,367TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$510,748TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$384,367TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$510,748TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$56,064ExcessRevenueOverExpensesAmt
Subtotal$454,684SubtotalAmt
Other Decreases$70,317OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$384,367TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$68CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$163InvestmentIncomeExciseTaxAmt
Subtotal$163SubtotalAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$920EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$920TotalPaymentsAndCreditsAmt
Overpayment$757OverpaymentAmt
Applied To ES Tax$757AppliedToESTaxAmt

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 DRIVEAddressLine1Txt
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 DRIVEDELMARNY12054PRESIDENT000.00$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)
Description1SUPPORT MINISTRY PROGRAMSDescription1Txt
Expenses1$7,000Expenses1Amt
Description2FEED THE NEEDYDescription2Txt
Expenses2$5,000Expenses2Amt
Description3SUPPORT HEALTHCARE ORGANIZATIONS.Description3Txt
Expenses3$3,500Expenses3Amt

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$439,259AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,839AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$460FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$447,558TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$447,558AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,713CashDeemedCharitableAmt
Net Vl Noncharitable Assets$440,845NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,042MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,042MinimumInvestmentReturnAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Total Tax$163TotalTaxAmt
Distributable Before Adj$21,879DistributableBeforeAdjAmt
Distributable Before Ded$21,879DistributableBeforeDedAmt
Distributable As Adjusted$21,879DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,790ExpensesAndContributionsAmt
Qualifying Distributions$16,790QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,879DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$12,137ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$471ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,697ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$987ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,905ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,197TotalExcessDistributionCyovAmt
Qualifying Distributions$16,790QualifyingDistributionsAmt
Applied To Current Year$16,790AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$5,089ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,089ExcessDistributionCyovAppCYAmt
Total Corpus$16,108TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,048ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,060ExcessDistriCyovToNextYrAmt
Excess From Year4$471ExcessFromYear4Amt
Excess From Year3$3,697ExcessFromYear3Amt
Excess From Year2$987ExcessFromYear2Amt
Excess From Year1$3,905ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038NONEPCGENERAL SUPPORT$2,500
SHARP HEALTH CARE FOUNDATION
8695 SPECTRUM CENTER BLVDSAN DIEGOCA92123NONEPCGENERAL SUPPORT$1,000
ST TIMOTHY'S ORTHODOX CHURCH
4593 CENTRAL WAYFAIRFIELDCA94534NONEPCSUPPORT MINISTRY PROGRAMS$5,000
WESTMINSTER PRESBYTERIAN CHURCH
85 CHESTNUTALBANYNY12210NONEPCSUPPORT MINISTRY PROGRAMS$2,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVENUEWASHINGTONDC20001NONEPCFEED THE NEEDY$5,0007TH FLOOR
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,673ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$68ExclusionAmt
Related Or Exempt Function Incm-$51,035RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,753ExclusionAmt
Related Or Exempt Function Incm-$51,035RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$34,282TotalIncomeProducingActyAmt

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$1,190Amt
Disbursements Charitable Prps$1,190DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
TD AMERITRADE2021-01PURCHASE2022-12$169,800$182,553-$12,753
TD AMERITRADE2022-01PURCHASE2022-12$302,138$340,420-$38,282

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDS$201,914$201,914
MUTUAL FUNDS$94,878$94,878
STOCKS$78,841$78,841

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$70,317Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

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

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,067Amt
Net Investment Income$4,067NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX ON INVESTMENT INCOMECategoryTxt
Amt$925Amt
Net Investment Income$925NetInvestmentIncomeAmt

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