KUNKLE CABE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KUNKLE CABE FOUNDATION (EIN 81-5280317)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-08-31
IRS object ID
202012449349100211
Schema version
2019v5.0
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)
Return2020-08-31T09:26:02-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752147296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gollob Morgan Peddy PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 ESE Loop 323 Ste 300AddressLine1Txt
CityTylerCityNm
State AbbreviationTXStateAbbreviationCd
ZIP757019609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN815280317EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KUNKLE CABE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKUNKBusinessNameControlTxt
Phone2143100515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 CRESCENT COURT STE 1800AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES LEE CABEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-08-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKristen L GusaPreparerPersonNm
PTINP00246406PTIN
Phone9035340088PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,405,340FMVAssetsEOYAmt
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$35,204InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17,466InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$121,305DividendsRevAndExpnssAmt
Dividends Net Invst Incm$121,305DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$35,640NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,531,888GrossSalesPriceAmt
Total Rev And Expnss$120,869TotalRevAndExpnssAmt
Total Net Invst Incm$138,771TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$54,167CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$54,167CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,838AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,837AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,450TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,829TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$58,102OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57,952OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$133,394TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,619TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60,154TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$128,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$128,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$261,394TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,619TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$188,154TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$140,525ExcessRevenueOverExpensesAmt
Net Investment Income$72,152NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$238,570CashBOYAmt
Cash EOY$168,616CashEOYAmt
Cash EOYFMV$168,616CashEOYFMVAmt
Other Investments BOY$5,038,967OtherInvestmentsBOYAmt
Other Investments EOY$4,968,396OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,236,724OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,277,537TotalAssetsBOYAmt
Total Assets EOY$5,137,012TotalAssetsEOYAmt
Total Assets EOYFMV$5,405,340TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,277,537RetainedEarningBOYAmt
Retained Earning EOY$5,137,012RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,277,537TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,137,012TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,277,537TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,137,012TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,277,537TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$140,525ExcessRevenueOverExpensesAmt
Subtotal$5,137,012SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,137,012TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED SECURITIESP2000-01-012019-01-01$3,529,747$3,567,528-$37,781-$37,781
Capital Gain Dividends$2,141
FieldValueIRS element (for citing)
Capital Gain Net Income-$35,640CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$200,188AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,363,134NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03733DistributionYr1Rt
Adjusted Qlfy Distri Yr2$257,234AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,381,411NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04780DistributionYr2Rt
Total Distribution0.085127TotalDistributionRt
Average Distribution0.042564AverageDistributionRt
Net Vl Noncharitable Assets$5,376,959NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$228,865AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$722NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$229,587AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$188,154QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,443InvestmentIncomeExciseTaxAmt
Subtotal$1,443SubtotalAmt
Tax Based On Investment Income$1,443TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,099EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,099TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$349TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CAROL A CASHMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2143100515PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14245 N CENTRAL EXPRESSWAY STE 505AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHARLES LEE CABE
4245 N CENTRAL EXWY STE 505DALLASTX75205President10.00$54,167
PAUL W HARRIS
6335 W NW HWY STE 1013DALLASTX75225Vice President1.00$0
JJ BARTO
100 CRESCENT COURT STE 1800DALLASTX75201Secretary1.00$0
BOBBY CLINGAN
100 CRESCENT COURT STE 1800DALLASTX75201Director1.00$0
Christen CABE
100 CRESCENT COURT STE 1800DALLASTX75201Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,269,537AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$189,305AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,458,842TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,458,842AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,376,959NetVlNoncharitableAssetsAmt
Minimum Investment Return$268,848MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$268,848MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,443TaxBasedOnInvestmentIncomeAmt
Total Tax$1,443TotalTaxAmt
Distributable Before Adj$267,405DistributableBeforeAdjAmt
Distributable Before Ded$267,405DistributableBeforeDedAmt
Distributable As Adjusted$267,405DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$188,154ExpensesAndContributionsAmt
Qualifying Distributions$188,154QualifyingDistributionsAmt
Adjusted Qualifying Distri$188,154AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$267,405DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$667ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,037ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$23,846ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$33,550TotalExcessDistributionCyovAmt
Qualifying Distributions$188,154QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$188,154AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$33,550ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$33,550ExcessDistributionCyovAppCYAmt
Undistributed Income CY$45,701UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES LEE CABERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14245 N CENTRAL EXPRESSWAY STE 505AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2145266494RecipientPhoneNum
Form And Info And MaterialsALL APPLICATIONS SHOULD BE IN WRITING AND SHOULD INCLUDE COMPLETE & DETAILED INFORMATION REGARDING THE APPLICANT'S REQUEST INCLUDING DETAILS AND NEEDS OF THE PROGRAM. APPLICATIONS VIA EMAIL WILL ALSO BE ACCEPTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsTHE ORGANIZATION MUST BE A QUALIFIED 501(C)(3) ORGANIZATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA DEL LAGO
PO BOX 540324DALLASTX75354N/APCOPERATING FUNDS$15,000
SANDCASTLES CHILDRENS MUSEUM
129 E LUDINGTON AVELUDINGTONMI49431N/APCOPERATING FUND$10,000
THE COVE
2226 WASHINGTON AVEWACOTX76701N/APCOPERATING FUNDS$10,000
LUDINGTON MARITIME MUSEUM
217 SOUTH LAKESHORE DRIVELUDINGTONMI49431N/APCOPERATING FUNDS$10,000
WEST SHORE COMMUNITY COLLEGE
3000 N STILES RDSCOTTVILLEMI49454N/APCOPERATING FUNDS$10,000
HABITAT FOR HUMANITY
2800 N HAMPTON RDDALLASTX75212N/APCOPERATING FUNDS$10,000
EPWORTH CHURCH ASSOCIATION
1161 N LAKESHORE DRLUDINGTONMI49431N/APCOPERATING FUNDS$40,000
St Louis Bridge Center
1270 North PriceOlivetteMO63132N/APCOperating Funds$12,000
Young Life
PO Box 520Colorado SpringsCO80901N/APCOPERATING FUND$10,000
Sheridan and Betsey Warrick Scholar
2299 Piedmont AveBerkeleyCA94720N/APCOperating Fund$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$128,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,204ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$121,305ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$35,640ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$120,869ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,869TotalIncomeProducingActyAmt

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)
CategoryTax Prep FeesCategoryTxt
Amt$11,675Amt
Net Investment Income$5,838NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,837DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITIES - SEE ATTACHED SCHEDULEAT COST$3,855,830$4,188,539
FIXED INCOME - SEE ATTACHED SCHEDULEAT COST$637,301$636,197
MUTUAL FUNDS - SEE ATTACHED SCHEDULEAT COST$475,265$411,988

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Credit Card Fees$150$150
MANAGEMENT FEE$57,814$57,814
miscellaneous expense$138$138

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise Tax$6,621
FOREIGN TAX$2,829$2,829

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