KUNKLE CABE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KUNKLE CABE FOUNDATION (EIN 81-5280317)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-07-18
- IRS object ID
- 201932039349100258
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-18T11:37:40-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752147296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gollob Morgan Peddy PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 ESE Loop 323 Ste 300 | AddressLine1Txt |
| City | Tyler | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 757019609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815280317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KUNKLE CABE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUNK | BusinessNameControlTxt |
| Phone | 2143100515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CRESCENT COURT STE 1800 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES LEE CABE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristen L Gusa | PreparerPersonNm |
| PTIN | P00246406 | PTIN |
| Phone | 9035340088 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,408,363 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,461 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,461 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,824,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,165 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,605 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,605 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $201,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,930 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,059 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,060 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,858 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,245 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,245 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,607 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,511 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $305,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $234,474 | CashEOYAmt |
| Cash EOYFMV | $234,474 | CashEOYFMVAmt |
| Other Investments EOY | $5,148,265 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,173,889 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $5,382,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,408,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning EOY | $5,382,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,382,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,382,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | -$103,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,486,471 | OtherIncreasesAmt |
| Subtotal | $5,382,739 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,382,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| S/T COVERED UBS 24058 | P | 2017-08-01 | 2017-11-14 | $75,558 | $70,908 | $4,650 | $4,650 |
| S/T COVERED UBS 24059 | P | 2017-08-01 | 2017-10-31 | $933,415 | $940,661 | -$7,246 | -$7,246 |
| S/T COVERED UBS 24060 | P | 2017-08-02 | 2017-11-01 | $31,577 | $31,654 | -$77 | -$77 |
| S/T COVERED UBS 24061 | P | 2017-08-01 | 2017-12-31 | $855,005 | $844,766 | $10,239 | $10,239 |
| BARCLAYS ETN SELECT | P | 2017-08-01 | 2017-12-08 | $99,886 | $114,548 | -$14,662 | -$14,662 |
| S/T COVERED UBS 24063 | P | 2017-08-01 | 2017-12-31 | $22,539 | $20,110 | $2,429 | $2,429 |
| S/T COVERED UBS 24064 | P | 2017-08-01 | 2017-12-31 | $50,430 | $50,963 | -$533 | -$533 |
| S/T COVERED UBS 24058 | P | 2017-08-01 | 2018-05-16 | $51,790 | $43,666 | $8,124 | $8,124 |
| SPDR SER TR SPDR BLOOMBERG | P | 2018-03-07 | 2018-06-26 | $100,707 | $100,592 | $115 | $115 |
| AMERICAN TOWER CORP | P | 2017-08-02 | 2018-03-06 | $2,094 | $2,066 | $28 | $28 |
| ARMADA HOFFLER PPTYS | P | 2017-08-02 | 2018-05-18 | $4,100 | $3,916 | $184 | $184 |
| EXTRA SPACE STORAGE INC | P | 2017-08-02 | 2018-06-14 | $12,160 | $9,892 | $2,268 | $2,268 |
| GGP INC | P | 2017-08-01 | 2018-03-27 | $28,647 | $30,246 | -$1,599 | -$1,599 |
| UDR INC | P | 2017-08-22 | 2018-06-20 | $7,224 | $7,879 | -$655 | -$655 |
| WHITE STONE REIT | P | 2017-08-02 | 2018-03-06 | $10,709 | $12,477 | -$1,768 | -$1,768 |
| AMBEV A SPON ADR | P | 2018-02-12 | 2018-02-23 | $5,305 | $5,160 | $145 | $145 |
| BAIDU INC ADS REPSNTG | P | 2017-08-01 | 2018-05-01 | $24,571 | $24,727 | -$156 | -$156 |
| BANCO SANTANDER | P | 2018-03-12 | 2018-03-19 | $2,571 | $2,816 | -$245 | -$245 |
| BRITISH AMER TOBACCO | P | 2017-12-06 | 2018-01-03 | $5,137 | $5,215 | -$78 | -$78 |
| CEMEX S. A. B. DE CV | P | 2018-01-16 | 2018-02-05 | $5,266 | $5,292 | -$26 | -$26 |
| CHINA PETROLEUM | P | 2017-12-01 | 2018-03-01 | $7,217 | $6,725 | $492 | $492 |
| EMBRAER S A SPON | P | 2018-04-23 | 2018-04-30 | $4,934 | $5,387 | -$453 | -$453 |
| FOMENTO ECONOMICO | P | 2017-12-01 | 2018-02-01 | $15,569 | $16,755 | -$1,186 | -$1,186 |
| GLOBAL X MSCI | P | 2018-02-01 | 2018-03-01 | $11,703 | $12,795 | -$1,092 | -$1,092 |
| HDFC BANK LTD | P | 2018-03-27 | 2018-05-11 | $2,751 | $2,738 | $13 | $13 |
| ICIC BANK LTD | P | 2018-03-29 | 2018-04-23 | $5,199 | $5,410 | -$211 | -$211 |
| ISHARES MSCI BRAZIL | P | 2017-11-01 | 2018-03-01 | $58,100 | $57,125 | $975 | $975 |
| ISHARES MSCI THAILAND | P | 2017-11-01 | 2018-03-01 | $26,527 | $26,644 | -$117 | -$117 |
| ISHARES MSCI CHILE | P | 2017-11-01 | 2018-03-01 | $18,909 | $16,927 | $1,982 | $1,982 |
| ISHARES MSCI TURKEY | P | 2017-11-01 | 2018-03-01 | $33,775 | $37,070 | -$3,295 | -$3,295 |
| ISHARES MSCI SOUTH KOREA | P | 2017-11-01 | 2018-03-01 | $95,407 | $90,015 | $5,392 | $5,392 |
| ISHARES MSCI SOUTH AFRICA | P | 2017-11-01 | 2018-03-01 | $47,800 | $50,159 | -$2,359 | -$2,359 |
| ISHARES MSCI MEXICO | P | 2017-11-01 | 2018-03-01 | $9,609 | $10,137 | -$528 | -$528 |
| ISHARES MSCI LATIN AMERICA | P | 2018-01-26 | 2018-02-20 | $11,503 | $11,887 | -$384 | -$384 |
| ISHARES MSCI INDONESIA | P | 2017-11-01 | 2018-03-01 | $44,776 | $48,139 | -$3,363 | -$3,363 |
| ISHARES MSCI PHILIPPINES | P | 2017-11-01 | 2018-03-01 | $9,752 | $9,956 | -$204 | -$204 |
| ISHARES MSCI INDIA | P | 2017-11-01 | 2018-03-01 | $17,362 | $17,043 | $319 | $319 |
| ISHARES MSCI POLAND | P | 2017-11-01 | 2018-03-01 | $16,019 | $17,029 | -$1,010 | -$1,010 |
| ISHARES MSCI CHINA | P | 2017-11-01 | 2018-03-01 | $58,534 | $53,021 | $5,513 | $5,513 |
| ISHARES MSCI TAIWAN | P | 2017-11-01 | 2018-03-01 | $62,516 | $60,541 | $1,975 | $1,975 |
| ISHARES MSCI RUSSIA | P | 2017-11-01 | 2018-03-01 | $43,782 | $42,740 | $1,042 | $1,042 |
| ISHARES MSCI MALAYSIA | P | 2017-11-01 | 2018-03-01 | $41,219 | $42,749 | -$1,530 | -$1,530 |
| KRANESHARES CSI CHINA | P | 2017-11-01 | 2018-03-01 | $66,155 | $68,523 | -$2,368 | -$2,368 |
| MERCADOLIBRE INC | P | 2018-04-20 | 2018-05-04 | $5,564 | $5,525 | $39 | $39 |
| MOMO INC | P | 2017-11-01 | 2018-03-01 | $15,450 | $14,804 | $646 | $646 |
| NASPERS LTD | P | 2017-11-01 | 2018-03-01 | $5,279 | $4,574 | $705 | $705 |
| NETEASE INC | P | 2017-11-07 | 2018-01-04 | $5,774 | $5,249 | $525 | $525 |
| NEW ORIENTAL EDUCATION | P | 2018-02-05 | 2018-02-22 | $5,812 | $5,783 | $29 | $29 |
| LUKOIL PJSC | P | 2017-11-06 | 2018-02-23 | $3,216 | $2,625 | $591 | $591 |
| QIWI PLC | P | 2018-04-30 | 2018-05-14 | $5,084 | $5,381 | -$297 | -$297 |
| SBERBANK SPON | P | 2017-11-01 | 2018-03-01 | $5,813 | $5,891 | -$78 | -$78 |
| TAIWAN SEMICONDUCTOR | P | 2017-11-01 | 2018-03-01 | $22,373 | $21,924 | $449 | $449 |
| VALE SA-SP SPON | P | 2017-11-21 | 2018-01-23 | $6,518 | $5,340 | $1,178 | $1,178 |
| VANECK VECTORS RUSSIA | P | 2017-12-26 | 2018-01-04 | $8,370 | $7,913 | $457 | $457 |
| VIPSHOP HLDGS LTD | P | 2018-01-01 | 2018-03-01 | $6,553 | $5,477 | $1,076 | $1,076 |
| CREDICORP LTD | P | 2018-03-12 | 2018-03-19 | $2,809 | $2,871 | -$62 | -$62 |
| ANADARKO PETROLEUM | P | 2018-01-01 | 2018-03-01 | $4,315 | $4,180 | $135 | $135 |
| ANTERO RESOURCES | P | 2018-01-01 | 2018-03-01 | $19,724 | $20,394 | -$670 | -$670 |
| CHENIERE ENERGY INC | P | 2018-01-01 | 2018-03-01 | $3,015 | $2,850 | $165 | $165 |
| DTE ENERGY CO | P | 2018-01-12 | 2018-03-01 | $5,548 | $5,739 | -$191 | -$191 |
| ENBRIDGE INC | P | 2018-01-01 | 2018-03-01 | $23,012 | $29,170 | -$6,158 | -$6,158 |
| MACQUARIE | P | 2018-01-12 | 2018-03-27 | $7,112 | $12,436 | -$5,324 | -$5,324 |
| ONEOK INC | P | 2018-01-12 | 2018-03-01 | $2,931 | $2,883 | $48 | $48 |
| TRANSCANADA | P | 2018-01-12 | 2018-03-02 | $2,348 | $2,589 | -$241 | -$241 |
| BARCLAYS ETN SELECT | P | 2017-08-01 | 2018-01-12 | $379,204 | $386,965 | -$7,761 | -$7,761 |
| S/T COVERED UBS 24063 | P | 2017-11-01 | 2017-03-01 | $82,564 | $57,892 | $24,672 | $24,672 |
| ARBOR REALTY TRUST INC | P | 2017-08-08 | 2018-03-07 | $17,050 | $17,220 | -$170 | -$170 |
| COLONY CAPITAL INC | P | 2017-08-24 | 2018-04-25 | $15,980 | $17,032 | -$1,052 | -$1,052 |
| ENCORE CPTL GRP | P | 2017-08-23 | 2018-03-13 | $9,054 | $8,618 | $436 | $436 |
| TEVA PHARMACEUTICAL | P | 2017-08-03 | 2018-04-11 | $16,768 | $18,887 | -$2,119 | -$2,119 |
| THERAVANCE INC | P | 2017-08-03 | 2018-03-01 | $19,434 | $17,635 | $1,799 | $1,799 |
| WELLS FARGO | P | 2017-08-23 | 2018-06-15 | $19,000 | $20,086 | -$1,086 | -$1,086 |
| WASH SALES | P | 2017-08-01 | 2018-12-31 | $5,223 | $5,223 | $5,223 | |
| WASH SALES | P | 2018-01-01 | 2018-06-30 | $15,918 | $15,918 | $15,918 | |
| Capital Gain Dividends | $39,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,165 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,399 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,070 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,070 | SubtotalAmt |
| Tax Based On Investment Income | $3,070 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $110 | EsPenaltyAmt |
| Tax Due | $3,180 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL A CASHMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143100515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 N CENTRAL EXPRESSWAY STE 505 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES LEE CABE | ||||||
| 4245 N CENTRAL EXWY STE 505 | DALLAS | TX | 75205 | President | 10.00 | $8,333 |
| PAUL W HARRIS | ||||||
| 6335 W NW HWY STE 1013 | DALLAS | TX | 75225 | Vice President | 1.00 | $0 |
| JJ BARTO | ||||||
| 100 CRESCENT COURT STE 1800 | DALLAS | TX | 75201 | Secretary | 1.00 | $0 |
| BOBBY CLINGAN | ||||||
| 100 CRESCENT COURT STE 1800 | DALLAS | TX | 75201 | Director | 1.00 | $0 |
| KRISTEN CABE | ||||||
| 100 CRESCENT COURT STE 1800 | DALLAS | TX | 75201 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,718,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $745,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,463,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,463,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,381,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,070 | TotalTaxAmt |
| Distributable Before Adj | $266,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,234 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $257,234 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $257,234 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,001 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,227 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,509 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,037 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,846 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,570 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,234 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,234 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,767 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,767 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,803 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,184 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,227 | ExcessFromYear4Amt |
| Excess From Year3 | $48,509 | ExcessFromYear3Amt |
| Excess From Year2 | $9,037 | ExcessFromYear2Amt |
| Excess From Year1 | $23,846 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES LEE CABE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 N CENTRAL EXPRESSWAY STE 505 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145266494 | RecipientPhoneNum |
| Form And Info And Materials | ALL 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 Deadlines | NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ORGANIZATION MUST BE A QUALIFIED 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | |||||||
| 201 E WALNUT STREET | GURDON | AR | 71743 | N/A | PC | OPERATING FUNDS | $15,000 |
| CASA DEL LAGO | |||||||
| PO BOX 540324 | DALLAS | TX | 75354 | N/A | PC | OPERATING FUNDS | $25,000 |
| UC DAVIS SCHOOL OF MEDICINE | |||||||
| 4610 X ST | SACRAMENTO | CA | 95817 | N/A | PC | OPERATING FUNDS | $1,000 |
| THE NATURE CONSERVANCY | |||||||
| 318 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | OPERATING FUNDS | $10,000 |
| TEXAS PARKS AND WILDLIFE | |||||||
| 4200 SMITH SCHOOL RD | AUSTIN | TX | 78744 | N/A | PC | OPERATING FUNDS | $10,000 |
| WILDWOOD PARK FOR THE ARTS | |||||||
| 20919 DENNY RD | LITTLE ROCK | AR | 72223 | N/A | PC | OPERATING FUNDS | $25,000 |
| SANDCASTLES CHILDRENS MUSEUM | |||||||
| 129 E LUDINGTON AVE | LUDINGTON | MI | 49431 | N/A | PC | OPERATING FUND | $30,000 |
| SANTA CLARA ACADEMY | |||||||
| 321 CALUMET AVE | DALLAS | TX | 75211 | N/A | PC | OPERATING FUNDS | $12,500 |
| VETERANS MALL INITIATIVE | |||||||
| 212 ST JOSEPH ST | MOBILE | AL | 36602 | N/A | PC | OPERATING FUND | $10,000 |
| SALESMANSHIP CLUB OF DALLAS | |||||||
| 106 E 10th St Ste 200 | Dallas | TX | 75203 | N/A | PC | OPERATING FUNDS | $1,000 |
| THE COVE | |||||||
| 2226 WASHINGTON AVE | WACO | TX | 76701 | N/A | PC | OPERATING FUNDS | $10,000 |
| LUDINGTON MARITIME MUSEUM | |||||||
| 217 SOUTH LAKESHORE DRIVE | LUDINGTON | MI | 49431 | N/A | PC | OPERATING FUNDS | $10,000 |
| WEST SHORE COMMUNITY COLLEGE | |||||||
| 3000 N STILES RD | SCOTTVILLE | MI | 49454 | N/A | PC | OPERATING FUNDS | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 2800 N HAMPTON RD | DALLAS | TX | 75212 | N/A | PC | OPERATING FUNDS | $10,000 |
| LAKESHORE RESOURCE NETWORK | |||||||
| 920 E TINKJAM AVE | LUDINGTON | MI | 49431 | N/A | PC | OPERATING FUNDS | $10,000 |
| EPWORTH CHURCH ASSOCIATION | |||||||
| 1161 N LAKESHORE DR | LUDINGTON | MI | 49431 | N/A | PC | OPERATING FUNDS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,461 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,699 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,605 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $201,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,930 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| General Explanation Supplemental Information for Form 990-PF | STATEMENT: PAGE 3, PART V---------------------------IN JUNE, 2017, THE HORACE C. CABE FOUNDATION (EIN 75-2402852) CONTRIBUTED ONE-SIXTH OF THE FOUNDATION ASSETS TO THE KUNKLE CABE FOUNDATION. PURSUANT TO CODE SEC. 4940(e)(6), WHERE A PRIVATE FOUNDATION IS A SUCCESSOR TO ANOTHER PRIVATE FOUNDATION, THE EXPERIENCE OF THE PREDECESSOR FOUNDATION IS TAKEN INTO ACCOUNT IN DETERMINING WHETHER OR NOT THE REQUIRED INCREASES IN QUALIFYING DISTRIBUTIONS HAVE OCCURRED. ACCORDINGLY, THE KUNKLE CABE FOUNDATION HAS REPORTED IN PART V THEIR SHARE OF THE ADJUSTED QUALIFYING DISTRIBUTIONS AND NET VALUE OF NONCHARITABLE-USE ASSETS OF THE HORACE C. CABE FOUNDATION FOR PRIOR YEARS. |
| General Explanation Supplemental Information for Form 990-PF | STATEMENT: PAGE 9, PART XIII----------------------------LINE 3------AS A TRANSFEREE FOUNDATION UNDER CODE SEC. 507(b)(2), THE KUNKLE CABE FOUNDATION IS REPORTING ITS ONE-SIXTH ALLOCATION OF EXCESS DISTRIBUTION CARRYOVERS FROM 2012 THROUGH 2016 AS REPORTED ON THE 2016 FORM 990-PF (FYE 6/30/2017) FOR HORACE C CABE FOUNDATION (EIN 75-2402852). |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES - SEE ATTACHED SCHEDULE | AT COST | $3,897,480 | $3,970,105 |
| FIXED INCOME - SEE ATTACHED INCOME | AT COST | $750,785 | $716,856 |
| MUTUAL FUNDS - SEE ATTACHED SCHEDULE | AT COST | $500,000 | $486,928 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE | $40,511 | $40,511 | |
| OFFICE SUPPLIES | $96 | $96 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $14,605 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,605 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EXPENSES PAID BY HORACE C. CABE FOUNDATION FBO KUNKLE CABE | $5,371 |
| TRANSFER FROM HORACE C. CABE FOUNDATION | $29,100 |
| TRANSFER FROM HORACE C. CABE FOUNDATION | $5,452,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $6,844 | $3,422 | $0 | $3,422 |
| PROFESSIONAL FEES | $5,275 | $2,637 | $0 | $2,638 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This is the initial tax return for The Kunkle Cabe Foundation. This organization has a fiscal year end and the responsible parties were unaware of the filing deadline for the Form 990-PF. Once they realized that a tax return was due and was late, they immediately engaged the services of a CPA firm to prepare the 2017 Form 990-PF for the initial tax year and for future years. We respectfully request that you waive any late filing penalties due for this initial year. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,858 | Amt |
| Net Investment Income | $1,858 | NetInvestmentIncomeAmt |
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