MCGHEE FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MCGHEE FOUNDATION (EIN 11-3642818)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-01-08
IRS object ID
202130119349300543
Schema version
2019v5.1
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)
Return2021-01-08T11:00:15-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN542034109PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Noble & Noble Fin Assoc IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1830-B John Marshall HighwayAddressLine1Txt
CityFront RoyalCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22630ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113642818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The McGhee FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCGHBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1829AddressLine1Txt
CityMiddleburgCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonConnie MarrPersonNm
Person TitleTreasurerPersonTitleTxt
Phone5406873743PhoneNum
Signature2020-12-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael B Noble CPAPreparerPersonNm
PTINP00355367PTIN
Phone5406363838PhoneNum
Preparation2021-01-08PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDenis CotterPrincipalOfficerNm
Gross Receipts$113,655GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mcgheefoundation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionThe mission of The McGhee Foundation is to continue the educational and humanitarian legacy of US Ambassador George McGhee (1912-2005) by supporting projects and programs that provide inspirational learning opportunities and enrich the lives of residents in the VA Piedmont area.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$114,014PYInvestmentIncomeAmt
CY Investment Income$95,369CYInvestmentIncomeAmt
PY Other Revenue$21,373PYOtherRevenueAmt
CY Other Revenue$18,286CYOtherRevenueAmt
PY Total Revenue$135,387PYTotalRevenueAmt
CY Total Revenue$113,655CYTotalRevenueAmt
PY Grants And Similar Paid$115,750PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$106,100CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$87,205PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$87,205CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,766PYOtherExpensesAmt
CY Other Expenses$9,340CYOtherExpensesAmt
PY Total Expenses$209,721PYTotalExpensesAmt
CY Total Expenses$202,645CYTotalExpensesAmt
PY Revenues Less Expenses-$74,334PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$88,990CYRevenuesLessExpensesAmt
Total Assets BOY$1,859,041TotalAssetsBOYAmt
Total Assets EOY$1,721,446TotalAssetsEOYAmt
Total Liabilities BOY$1,808TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,802TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,857,233NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,719,644NetAssetsOrFundBalancesEOYAmt
MissionThe mission of The McGhee Foundation is to continue the educational and humanitarian legacy of US Ambassador George McGhee (1912-2005) by supporting projects and programs that provide inspirational learning opportunities and enrich the lives of residents in the VA Piedmont area.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$179,557ExpenseAmt
Grant$106,100GrantAmt
Revenue$113,656RevenueAmt
DescThe Organization was successful in continuing the educational and humanitarian legacy of US Ambassador George McGhee (1912-2005) by supporting projects and programs that provide inspirational learning opportunities and enriching the lives of residents in the VA Piedmont area.Desc
Total Program Service Expenses$179,557TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonConnie MarrPersonNm
Phone5406873743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11948 Morgans Mill RdAddressLine1Txt
CityBluemontCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20135ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Denis Cotter
President Board Chair2.000.00Yes (X)Yes (X)$0$0$0
Connie Marr
SecyTreas40.000.00Yes (X)Yes (X)$81,000$0$0
Cynthia McGlumphy
Vice President Director1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$81,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$95,369TotalRevenueColumnAmt
Related Or Exempt Func Income$95,369RelatedOrExemptFuncIncomeAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,286TotalRevenueColumnAmt
Related Or Exempt Func Income$18,286RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$113,655TotalRevenueColumnAmt
Related Or Exempt Func Income$113,655RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$106,100TotalAmt
Program Services$106,100ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$81,000TotalAmt
Program Services$64,800ProgramServicesAmt
Management And General$16,200ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,205TotalAmt
Program Services$4,964ProgramServicesAmt
Management And General$1,241ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,419TotalAmt
Management And General$2,419ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,070TotalAmt
Management And General$1,070ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$213TotalAmt
Management And General$213ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,755TotalAmt
Management And General$1,755ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$733TotalAmt
Program Services$733ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,441TotalAmt
Program Services$2,441ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
Organizational Expenses$25$25
Licenses and permits$35$35
Workers comp$649$130$519

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$202,645TotalAmt
Program Services$179,557ProgramServicesAmt
Management And General$23,088ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,265BOYAmt
EOY$9,937EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,865LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,641LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$224BOYAmt
EOY$224EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,842,552BOYAmt
EOY$1,711,285EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,859,041BOYAmt
EOY$1,721,446EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,808BOYAmt
EOY$1,802EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,808BOYAmt
EOY$1,802EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,857,233BOYAmt
EOY$1,719,644EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,857,233BOYAmt
EOY$1,719,644EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,859,041BOYAmt
EOY$1,721,446EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$88,990ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$48,599NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,612CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,038CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$142,895CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$128,062CurrentTaxYearMinus1YearAmt
Current Tax Year$113,656CurrentTaxYearAmt
Total$617,263TotalAmt
FieldValueIRS element (for citing)
Total Support$617,263TotalSupportAmt
Public Support CY1700.00000PublicSupportCY170Pct
Private Foundation170Yes (X)PrivateFoundation170Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,865OtherCostOrOtherBasisAmt
Depreciation$1,641DepreciationAmt
Book Value$224BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$224TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11Draft Form 990 is presented to the board for review and approval prior to submission to the IRS.
Conflict of interest policy compliance Part VI line 12cOrganization has a conflict of interest policy which precludes members of the board and/or key employees from self-dealing. This conflict of interest policy is available to the public upon request.
Governing documents etc available to public Part VI line 19The organizations governing documents are available to the public upon request.

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