JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION (EIN 20-5288433)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-06
IRS object ID
202140969349100804
Schema version
2020v4.0
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)
Return2021-04-06T10:56:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-04-05SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH B CLAFLIN CPAPreparerPersonNm
PTINP00301582PTIN
Phone5187863550PhoneNum
Preparation2021-04-06PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$505,062FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$20,179DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,179DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,179DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,008NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$120,231GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,008CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$50NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$24,189TotalRevAndExpnssAmt
Total Net Invst Incm$24,189TotalNetInvstIncmAmt
Total Adj Net Incm$20,231TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,281OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,281OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$244TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,281TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,281TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,086ExcessRevenueOverExpensesAmt
Net Investment Income$19,908NetInvestmentIncomeAmt
Adjusted Net Income$20,231AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,913SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,190SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,190SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$323PrepaidExpensesBOYAmt
Prepaid Expenses EOY$89PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$89PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$487,383CorporateStockBOYAmt
Corporate Stock EOY$500,783CorporateStockEOYAmt
Corporate Stock EOYFMV$500,783CorporateStockEOYFMVAmt
Total Assets BOY$501,619TotalAssetsBOYAmt
Total Assets EOY$505,062TotalAssetsEOYAmt
Total Assets EOYFMV$505,062TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$501,619NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$505,062NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$501,619TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$505,062TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$501,619TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$505,062TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$501,619TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,086ExcessRevenueOverExpensesAmt
Other Increases$10,529OtherIncreasesAmt
Subtotal$505,062SubtotalAmt
Tot Net Ast Or Fund Balances EOY$505,062TotNetAstOrFundBalancesEOYAmt

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
INVESTMENT SALES PER ATTACHED PDFP2020-01-012020-12-31$5,048$4,998$50$50
INVESTMENT SALES PER ATTACHED PDFP2019-12-312020-12-31$111,592$111,225$367$367
FieldValueIRS element (for citing)
Capital Gain Net Income$4,008CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$50NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$277InvestmentIncomeExciseTaxAmt
Subtotal$277SubtotalAmt
Tax Based On Investment Income$277TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$89EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$89TotalPaymentsAndCreditsAmt
Tax Due$188TaxDueAmt

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 DRIVEDELMARNY12054PRESIDENT0.25$0$0$0
ALISON CHAMBERLIN
22 GREENLEAF DRIVEDELMARNY12054SECRETARY0.25$0$0$0
NICK SHUR
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)
Description1SUPPORT MINISTRY PROGRAMSDescription1Txt
Expenses1$11,500Expenses1Amt
Description2FEED THE NEEDYDescription2Txt
Expenses2$6,000Expenses2Amt
Description3SUPPORT EMERGENCY SERVICE ORGANIZATIONS.Description3Txt
Expenses3$5,500Expenses3Amt
Description4SUPPORT HEALTHCARE ORGANIZATIONDescription4Txt
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$494,083AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,052AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$206FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$503,341TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$503,341AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,550CashDeemedCharitableAmt
Net Vl Noncharitable Assets$495,791NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,790MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,790MinimumInvestmentReturnAmt
Tax Based On Investment Income$277TaxBasedOnInvestmentIncomeAmt
Total Tax$277TotalTaxAmt
Distributable Before Adj$24,513DistributableBeforeAdjAmt
Distributable Before Ded$24,513DistributableBeforeDedAmt
Distributable As Adjusted$24,513DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,500ExpensesAndContributionsAmt
Qualifying Distributions$25,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,513DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$12,137ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$471ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,697ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,305TotalExcessDistributionCyovAmt
Qualifying Distributions$25,500QualifyingDistributionsAmt
Applied To Current Year$24,513AppliedToCurrentYearAmt
Remaining Distri From Corpus$987RemainingDistriFromCorpusAmt
Total Corpus$17,292TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$17,292ExcessDistriCyovToNextYrAmt
Excess From Year3$12,137ExcessFromYear3Amt
Excess From Year2$471ExcessFromYear2Amt
Excess From Year1$3,697ExcessFromYear1Amt
Excess From Current Year$987ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WESTMINSTER PRESBYTERIAN CHURCH
85 CHESTNUTALBANYNY12210NONEPCYOUTH SERVICES$5,000
ST LUKES SERBIAN ORTHODOX CHURCH
6801 GEORGETOWN PIKEMCLEANVA22101NONEPCSUPPORT MINISTRY PROGRAMS$1,500
FOOD BANK OF NY
985 ALBANY-SHAKER ROADLATHAMNY12110NONEPCFEED THE NEEDY$1,000
FOOD BANK OF CONTRA COSTA
4010 NELSON AVENUECONCORDCA94520NONEPCFEED THE NEEDY$1,000
ST TIMOTHY'S ORTHODOX CHURCH
4593 CENTRAL WAYFAIRFIELDCA94534NONEPCSUPPORT MINISTRY PROGRAMS$5,000
AMERICAN RED CROSS
33 EVERETT ROADALBANYNY12205NONEPCGENERAL SUPPORT$3,000
SHARP HEALTH CARE FOUNDATION
8695 SPECTRUM CENTER BLVDSAN DIEGOCA92123NONEPCGENERAL SUPPORT$2,500
ACLU
125 BROAD STREETNEW YORKNY10041NONEPCGENERAL SUPPORT$2,500
END 68 HOURS OF HUNGER
PO BOX 676SOMERSWORTHNH03878NONEPCFEED THE NEEDY$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,179ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,008ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,189ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,189TotalIncomeProducingActyAmt

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$1,150Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS PER ATTACHED PDF$224,538$224,538
ETF FUNDS PER ATTACHED PDF$185,610$185,610
STOCK PER ATTACHED PDF$90,635$90,635

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
NYS FILING FEES$100

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
INVEST VALUED AT FV FOR BOOK PURPOSES$9,512
NONDIVIDEND DISTRIBUTIONS$1,017

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,281Amt
Net Investment Income$4,281NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAX ON INVESTMENT INCOME$234
FOREIGN TAX$10

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