JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION (EIN 20-5288433)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-08
IRS object ID
202521289349101027
Schema version
2024v5.0
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)
Return2025-05-08T09:29:01-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-08SignatureDt
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
Preparation2025-05-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$451,410FMVAssetsEOYAmt
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$24InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$24InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$16,139DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,297DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,139DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,042NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$521,335GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,042CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$4,294NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$20,205TotalRevAndExpnssAmt
Total Net Invst Incm$16,363TotalNetInvstIncmAmt
Total Adj Net Incm$20,457TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,260AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,260AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,216OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,216OtherProfFeesNetInvstIncmAmt
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$5,733TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,373TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,360TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,233TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,373TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,860TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,028ExcessRevenueOverExpensesAmt
Net Investment Income$11,990NetInvestmentIncomeAmt
Adjusted Net Income$20,457AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,466SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$803SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$803SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$757PrepaidExpensesBOYAmt
Prepaid Expenses EOY$600PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$600PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$420,830CorporateStockBOYAmt
Corporate Stock EOY$450,007CorporateStockEOYAmt
Corporate Stock EOYFMV$450,007CorporateStockEOYFMVAmt
Total Assets BOY$424,053TotalAssetsBOYAmt
Total Assets EOY$451,410TotalAssetsEOYAmt
Total Assets EOYFMV$451,410TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$424,053NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$451,410NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$424,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$451,410TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$424,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$451,410TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$424,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,028ExcessRevenueOverExpensesAmt
Other Increases$42,385OtherIncreasesAmt
Subtotal$451,410SubtotalAmt
Tot Net Ast Or Fund Balances EOY$451,410TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 7521P2024-01-012024-12-31$448,119$443,825$4,294$4,294
CHARLES SCHWAB 7521P2020-01-012024-12-31$73,216$73,468-$252-$252
FieldValueIRS element (for citing)
Capital Gain Net Income$4,042CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,294NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$167InvestmentIncomeExciseTaxAmt
Subtotal$167SubtotalAmt
Tax Based On Investment Income$167TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Overpayment$433OverpaymentAmt
Applied To ES Tax$433AppliedToESTaxAmt

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 ROADDELMARNY12054PRESIDENT0.25$0$0$0
ALISON CHAMBERLIN
22 GREENLEAF DRIVEDELMARNY12054SECRETARY0.25$0$0$0
NICK SUHR
105 ADAMS PLACEDELMARNY12054TREASURER0.25$0$0$0
DAVID MCKEE
4891 SPRINGWOOD CIRCLEFAIRFIELDCA94534TRUSTEE0.25$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$21,500Expenses1Amt
Description2M.O.M. OUTREACHDescription2Txt
Expenses2$3,000Expenses2Amt
Description3FEED THE NEEDYDescription3Txt
Expenses3$2,500Expenses3Amt
Description4SUPPORT MINISTRY PROGRAMSDescription4Txt
Expenses4$2,500Expenses4Amt

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$435,405AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,635AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$679FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$437,719TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$437,719AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,566CashDeemedCharitableAmt
Net Vl Noncharitable Assets$431,153NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,558MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,558MinimumInvestmentReturnAmt
Tax Based On Investment Income$167TaxBasedOnInvestmentIncomeAmt
Total Tax$167TotalTaxAmt
Distributable Before Adj$21,391DistributableBeforeAdjAmt
Distributable Before Ded$21,391DistributableBeforeDedAmt
Distributable As Adjusted$21,391DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,860ExpensesAndContributionsAmt
Qualifying Distributions$30,860QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,391DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,697ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$987ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,905ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$9,550ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,139TotalExcessDistributionCyovAmt
Qualifying Distributions$30,860QualifyingDistributionsAmt
Applied To Current Year$21,391AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,469RemainingDistriFromCorpusAmt
Total Corpus$27,608TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,697ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,911ExcessDistriCyovToNextYrAmt
Excess From Year4$987ExcessFromYear4Amt
Excess From Year3$3,905ExcessFromYear3Amt
Excess From Year1$9,550ExcessFromYear1Amt
Excess From Current Year$9,469ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
END 68 HOURS OF HUNGER
PO BOX 383YORKME03909NONEPCFEED THE NEEDY$2,500
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$3,000
WESTMINSTER PRESBYTERIAN CHURCH
85 CHESTNUTALBANYNY12210NONEPCSUPPORT MINISTRY PROGRAMS$2,500
JAJA'S KIDS INC
PO BOX 1245LATHAMNY12110NONEPCGENERAL SUPPORT$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,139ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,042ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,205ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,205TotalIncomeProducingActyAmt

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$1,260Amt
Disbursements Charitable Prps$1,260DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDS$299,887$299,887
MUTUAL FUNDS$82,662$82,662
STOCKS$67,458$67,458

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$42,385Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,216Amt
Net Investment Income$4,216NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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