MCKEE FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MCKEE FAMILY FOUNDATION INC (EIN 75-2708394)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349103246
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:53:10-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,765,686 | 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 | $423,464 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,220 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $455,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,241 | 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 |
| Taxes Rev And Expnss | $947 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $947 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,506 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,526 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $353,346 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,788 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $84,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,932 | 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 | $273,983 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $253,230 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $234,121 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $953,771 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,264,305 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,162,527 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,073 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $64,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,029 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $167,407 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,996 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,563,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,915,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,765,686 | 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 | $1,563,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,915,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,563,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,915,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,563,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,915,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,563,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $353,346 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,916,831 | SubtotalAmt |
| Other Decreases | $850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,915,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MFO BLACKROCK FDS HIGH YIELD BD PORTFOLIO INSTL CL | P | 2014-12-24 | 2015-05-04 | $16,252 | $16,008 | $244 | $244 |
| MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND | P | 2015-05-04 | $8,019 | $7,922 | $97 | $97 | |
| MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | P | 2015-05-04 | $18,029 | $16,145 | $1,884 | $1,884 | |
| MFB NORTHN HI YIELD FXD INC FD | P | 2015-05-04 | $15,501 | $16,430 | -$929 | -$929 | |
| MFC FLEXSHARES TRUST QUALITY DIVID INDEXFD | P | 2015-06-19 | $25,362 | $23,680 | $1,682 | $1,682 | |
| BP PLC REPS: BP | P | $245,794 | $284,867 | -$39,073 | -$39,073 | ||
| BP PLC ADR | P | 2014-07-17 | 2015-04-17 | $40,948 | $51,107 | -$10,159 | -$10,159 |
| CALL BP PLC | P | 2015-06-11 | 2015-06-11 | $805 | $535 | $270 | $270 |
| CALL BP PLC | P | 2015-01-05 | 2015-01-05 | $1,325 | $65 | $1,260 | $1,260 |
| CALL BP PLC | P | 2015-06-11 | 2015-06-11 | $1,560 | $450 | $1,110 | $1,110 |
| CALL BP PLC | P | 2015-12-21 | 2015-12-21 | $565 | $105 | $460 | $460 |
| CALL BP PLC | P | 2015-12-02 | 2015-12-11 | $815 | $815 | $815 | |
| CALL BP PLC | P | 2015-11-20 | 2015-12-04 | $715 | $715 | $715 | |
| CALL BP PLC | P | 2015-08-20 | 2015-09-11 | $665 | $665 | $665 | |
| CALL BP PLC | P | 2015-11-06 | 2015-11-20 | $1,438 | $1,438 | $1,438 | |
| CALL BP PLC | P | 2015-11-20 | 2015-12-11 | $1,218 | $1,218 | $1,218 | |
| CALL BP PLC | P | 2015-07-24 | 2015-08-21 | $1,025 | $1,025 | $1,025 | |
| CALL BP PLC | P | 2015-11-04 | 2015-11-06 | $315 | $315 | $315 | |
| CALL BP PLC | P | 2015-07-23 | 2015-08-21 | $935 | $935 | $935 | |
| CALL BP PLC | P | 2015-08-14 | 2015-10-16 | $825 | $825 | $825 | |
| CALL BP PLC | P | 2015-08-07 | 2015-08-07 | $1,635 | $115 | $1,520 | $1,520 |
| CALL BP PLC | P | 2015-07-28 | 2015-07-28 | $869 | $125 | $744 | $744 |
| CALL BP PLC | P | 2015-07-24 | 2015-07-24 | $1,305 | $135 | $1,170 | $1,170 |
| CALL BP PLC | P | 2015-07-24 | 2015-07-24 | $1,155 | $75 | $1,080 | $1,080 |
| CALL BP PLC | P | 2015-07-24 | 2015-07-24 | $4,762 | $718 | $4,044 | $4,044 |
| BP PLC REPS: BP | P | 2014-07-22 | 2015-10-30 | $35,255 | $51,036 | -$15,781 | -$15,781 |
| BP OPTION CALL | P | 2015-12-31 | $22,054 | $22,054 | $22,054 | ||
| CAPITAL GAINS DIVIDENDS | P | $4,283 | $4,283 | $4,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,089 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,429,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010495 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $218,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,333 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $64,756 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.514748 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,069 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,063 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.763067 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $94,647 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.311526 | DistributionYr5Rt |
| Total Distribution | 1.599836 | TotalDistributionRt |
| Average Distribution | 0.319967 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,575,976 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $504,260 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $408 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $504,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $816 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $816 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $816 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $393 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $550 | AppliedToEsTaxAmt |
| Total Payments And Credits | $943 | TotalPaymentsAndCreditsAmt |
| Overpayment | $127 | OverpaymentAmt |
| Applied To ES Tax | $127 | 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 | $1,416,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,081 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,599,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,599,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,575,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $816 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $816 | TotalTaxAmt |
| Distributable Before Adj | $77,983 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,983 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,983 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $30 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,095 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $30,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,017 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,142 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30 | ExcessFromYear4Amt |
| Excess From Year3 | $30,095 | ExcessFromYear3Amt |
| Excess From Current Year | $17,017 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WICHITA STATE UNIVERISTY FOUNDATION | |||||||
| 1845 FAIRMOUNT ST | WICHITA | KS | 67260 | NONE | PC | SPONSOR DONATION TO DESIGNATED CHARITY | $70,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SPONSOR DONATION TO DESIGNATED CHARITY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,000 | 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 | $258 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,226 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,395 | ExclusionAmt |
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,408 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP R MCKEE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WINDSOR RIDGE | AddressLine1Txt |
| City | FRISCO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750346862 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $423,464 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $64,464 | EOYBookValueAmt |
| EOYFMV | $65,029 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OTHER INVESTMENTS - EQUITIES | StockNm |
| EOY Book Value | $1,264,305 | EOYBookValueAmt |
| EOYFMV | $1,162,527 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $253,230 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $234,121 | 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 | $26,226 | $25,437 |
| OTHER INVESTMENTS - REAL ESTATE FUNDS | AT COST | $54,600 | $53,575 |
| OTHER INVESTMENTS - COMMODITIES & OPTIONS | AT COST | $68,143 | $39,984 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2014 IRS TAX PAYMENT | Desc |
| Amt | $850 | 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 | $6,441 | $6,401 | $0 |
| INVESTMENT FEES - CHARLES SCHWAB | $105 | $105 | $0 |
| OTHER EXPENSES/FEES | $33 | $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 | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $947 | Amt |
| Net Investment Income | $947 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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