MCKEE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MCKEE FAMILY FOUNDATION INC (EIN 75-2708394)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349100981
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T10:42:31-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272602152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKM SOWAN HORAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15301 DALLAS PARKWAY SUITE 960 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752708394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKEE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCKE | BusinessNameControlTxt |
| Phone | 2145213364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WINDSOR RIDGE | AddressLine1Txt |
| City | FRISCO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP MCKEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145213364 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD MARCKX | PreparerPersonNm |
| PTIN | P00570005 | PTIN |
| Phone | 2145453965 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.84.106.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-06 | IPDt |
| IP Tm | 11:48:01 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F0CF65C79D1A1125E0069B4C78EF68E03EA46F43 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7637D96016C2C77335612FC1585FC76C0A012934 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,731,844 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$63,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $792,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$26,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,819 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $688 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$202,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $132,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,431,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,431,863 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,000 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $42,081 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $42,081 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $42,081 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $42,081 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $253,230 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,264,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $128,849 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $147,900 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $64,464 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $148,969 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,915,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,712,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,731,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,915,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,712,793 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,915,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,712,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,915,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,712,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,915,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$202,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,713,343 | SubtotalAmt |
| Other Decreases | $550 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,712,793 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BP PLC | P | 2015-07-23 | 2016-01-28 | $28,721 | $33,630 | -$4,909 | -$4,909 |
| BP PLC | P | 2015-07-24 | 2016-01-28 | $3,191 | $3,650 | -$459 | -$459 |
| BP PLC | P | 2015-12-08 | 2016-02-19 | $575 | $575 | $575 | |
| FLEXSH MRNGST DEV MKT EXUS FCTR ETF :TLTD | P | 2016-02-23 | 2016-06-15 | $31,928 | $31,928 | $0 | $0 |
| FLEXSH MRNGST DEV MKT EXUS FCTR ETF :TLTD | P | 2016-02-23 | 2016-06-15 | $42,571 | $42,571 | $0 | $0 |
| FLEXSHARES IBOXX 3 YR TIPS IDX ETF : TDTT | P | 2016-02-23 | 2016-06-15 | $26,177 | $26,177 | $0 | $0 |
| FLEXSHARES INTL QTY DIV INDEX ETF IV : IQDF | P | 2016-02-23 | 2016-06-15 | $4,305 | $4,305 | $0 | $0 |
| FLEXSHARES INTL QTY DIV INDEX ETF IV : IQDF | P | 2016-02-23 | 2016-06-15 | $19,375 | $19,375 | $0 | $0 |
| FLEXSHARES QUALDIV ETF IV: QDF | P | 2016-02-23 | 2016-06-15 | $37,265 | $37,265 | $0 | $0 |
| FLEXSHARES UPSTREAM | P | 2016-02-23 | 2016-06-15 | $25,086 | $25,086 | $0 | $0 |
| CALL BP PLC | P | 2016-04-26 | 2016-06-17 | $599 | $599 | $599 | |
| CALL BP PLC | P | 2016-04-26 | 2016-06-17 | $3,024 | $3,024 | $3,024 | |
| FLEXSHARES QUALDIV ETF IV: QDF | P | 2016-02-23 | 2016-06-21 | $73,071 | $73,071 | $0 | $0 |
| DFA US CORE EQTY 1 PORT INSTL : DFEOX | P | 2016-02-29 | 2016-06-22 | $107,905 | $107,905 | $0 | $0 |
| NORTHERN GBL REAL | P | 2016-02-23 | 2016-06-22 | $36,760 | $36,760 | $0 | $0 |
| NORTHERN MULTI MANAGER GLBL LISTED | P | 2016-06-22 | $22,137 | $22,137 | $0 | $0 | |
| NORTHERN SHORT INTER US GOVT: NSIUX | P | 2016-06-22 | $39,627 | $39,627 | $0 | $0 | |
| BP PLC | P | 2015-08-21 | 2016-08-19 | $6,987 | $6,676 | $311 | $311 |
| BP PLC | P | 2015-08-21 | 2016-08-19 | $13,975 | $13,352 | $623 | $623 |
| BP PLC | P | 2015-08-21 | 2016-08-19 | $20,962 | $20,029 | $933 | $933 |
| BP PLC | P | 2015-08-21 | 2016-08-19 | $27,950 | $26,704 | $1,246 | $1,246 |
| BP PLC | P | 2015-10-27 | 2016-08-19 | $3,494 | $3,477 | $17 | $17 |
| BP PLC | P | 2015-07-24 | 2016-08-19 | $31,443 | $32,845 | -$1,402 | -$1,402 |
| BP PLC | P | 2016-10-21 | $183,337 | $175,223 | $8,114 | $8,114 | |
| BP PLC | P | 2016-12-14 | 2016-12-14 | $2,362 | $158 | $2,204 | $2,204 |
| BP OPTION CALL | P | 2016-12-31 | $74,543 | -$74,543 | -$74,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$63,667 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,575,976 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,429,313 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010495 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $218,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,333 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $64,756 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.514748 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,069 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $59,063 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.763067 | DistributionYr5Rt |
| Total Distribution | 1.348590 | TotalDistributionRt |
| Average Distribution | 0.269718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,539,575 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $415,251 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $361 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $415,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,127 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $388 | OverpaymentAmt |
| Applied To ES Tax | $388 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TAXEXEMPTWORLD.COM/ORGANIZATIONS/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP MCKEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9726796908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WINDSOR RIDGE | AddressLine1Txt |
| City | FRISCO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILIP R MCKEE | ||||||||
| 6 WINDSOR RIDGE | FRISCO | TX | 75034 | PRESIDENT/TREASURER | 0.25 | $0 | $0 | $0 |
| CASSANDRA M MCKEE | ||||||||
| 6 WINDSOR RIDGE | FRISCO | TX | 75034 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| KARA MCKEE | ||||||||
| 6 WINDSOR RIDGE | FRISCO | TX | 75034 | SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $801,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $719,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,081 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,563,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,563,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,539,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $723 | TotalTaxAmt |
| Distributable Before Adj | $76,256 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,256 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $172,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,256 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,095 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $17,017 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,142 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,744 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $142,886 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $30 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,095 | ExcessFromYear4Amt |
| Excess From Year1 | $17,017 | ExcessFromYear1Amt |
| Excess From Current Year | $95,744 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP R MCKEE | ContributingManagerNm |
| Contributing Manager | CASSANDRA M MCKEE | ContributingManagerNm |
| Contributing Manager | KARA MCKEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MD ANDERSON | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | SPONSOR DONATION TO DESIGNATED CHARITY | $152,000 |
| PLANO VIETNAMESE BAPTIST CHURCH | |||||||
| 1616 G AVE | PLANO | TX | 75074 | NONE | PC | SPONSOR DONATION TO DESIGNATED CHARITY | $5,000 |
| AMERICANS UNITED FOR LIFE | |||||||
| 2101 WILSON BLVD SUITE 525 | ARLINGTON | VA | 22201 | NONE | PC | SPONSOR DONATION TO DESIGNATED CHARITY | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,972 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$63,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$26,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$26,571 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OTHER INVESTMENTS - FIXED INCOME - CORPORATE BONDS | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OTHER INVESTMENTS - EQUITIES | StockNm |
| EOY Book Value | $128,849 | EOYBookValueAmt |
| EOYFMV | $147,900 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS - FIXED INCOME - OTHER BONDS | AT COST | $0 | $0 |
| OTHER INVESTMENTS - REAL ESTATE FUNDS | AT COST | $0 | $0 |
| OTHER INVESTMENTS - COMMODITIES & OPTIONS | AT COST | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CYTOSEN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2015 IRS TAX PAYMENT | Desc |
| Amt | $550 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - NORTHERN | $509 | $488 | $0 |
| INVESTMENT FEES - CHARLES SCHWAB | $200 | $200 | $0 |
| REINVESTMENT | $3,358 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4 | AdjustedNetIncomeAmt |
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