JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION (EIN 20-5288433)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-12-15
IRS object ID
201543499349100704
Schema version
2014v5.0
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)
Return2015-12-15T11:36:45-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES MCKEE III CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1174 FINNEY BLVDAddressLine1Txt
CityMALONECityNm
State AbbreviationNYStateAbbreviationCd
ZIP129539633ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205288433EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES MCKEE JR & DORIS N MCKEEBusinessNameLine1Txt
Business Name Line2FAMILY CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone5184834641PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1543 PORTER RDAddressLine1Txt
CityMALONECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12953ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MCKEE IIIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5184834641PhoneNum
Signature2015-12-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES MCKEE III CPAPreparerPersonNm
PTINP00184527PTIN
Phone5184834041PhoneNum
Preparation2015-12-15PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$454,495FMVAssetsEOYAmt
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$1,862InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,862InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,862InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,064DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,064DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,064DividendsAdjNetIncmAmt
Total Rev And Expnss$10,926TotalRevAndExpnssAmt
Total Net Invst Incm$10,926TotalNetInvstIncmAmt
Total Adj Net Incm$10,926TotalAdjNetIncmAmt
Taxes Rev And Expnss$130TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$130TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,630TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,704ExcessRevenueOverExpensesAmt
Net Investment Income$10,926NetInvestmentIncomeAmt
Adjusted Net Income$10,926AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$99,432SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$61,117SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$61,117SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$31,088USGovernmentObligationsBOYAmt
US Government Obligations EOY$31,088USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$33,452USGovtObligationsEOYFMVAmt
Corporate Stock BOY$320,051CorporateStockBOYAmt
Corporate Stock EOY$343,393CorporateStockEOYAmt
Corporate Stock EOYFMV$359,926CorporateStockEOYFMVAmt
Total Assets BOY$450,571TotalAssetsBOYAmt
Total Assets EOY$435,598TotalAssetsEOYAmt
Total Assets EOYFMV$454,495TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$450,571UnrestrictedBOYAmt
Unrestricted EOY$435,598UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$450,571TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$435,598TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$450,571TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$435,598TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$450,571TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,704ExcessRevenueOverExpensesAmt
Subtotal$448,867SubtotalAmt
Other Decreases$13,269OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$435,598TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,868AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$14,883AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$2,389AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$19,195AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$335,385NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057233DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,575AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$315,190NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065278DistributionYr5Rt
Total Distribution0.122511TotalDistributionRt
Average Distribution0.061256AverageDistributionRt
Net Vl Noncharitable Assets$447,678NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,423AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$109NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,532AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$219InvestmentIncomeExciseTaxAmt
Subtotal$219SubtotalAmt
Tax Based On Investment Income$219TaxBasedOnInvestmentIncomeAmt
Tax Due$219TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES MCKEE IIIIndividualWithBooksNm
Phone5184834641PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1543 PORTER RDAddressLine1Txt
CityMALONECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12953ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES MCKEE III
543 PORTER RDMALONENY12953TREASURER2.00$0$0$0
PETER C MCKEE
36 GLADWISH RDDELMARNY12054PRESIDENT1.00$0$0$0
DAVID R MCKEE
4891 SPRINGWOOD CRLFAIRFIELDCA94534V PRESIDENT0.00$0$0$0
JOHN S MCKEE
225 FAIRY LAKE RDMORIAHNY12960SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTION TO HABITATE FOR HUMANITY TO HELP BUILD A HOUSE FOR UNDERPRIVILEDGED FAMILIESDescription1Txt
Expenses1$10,000Expenses1Amt
Description2CONTRIBUTION TO WESTMINISTER CHURCHDescription2Txt
Expenses2$2,500Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$454,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$454,495TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$454,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$447,678NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,384MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,384MinimumInvestmentReturnAmt
Tax Based On Investment Income$219TaxBasedOnInvestmentIncomeAmt
Total Tax$219TotalTaxAmt
Distributable Before Adj$22,165DistributableBeforeAdjAmt
Distributable Before Ded$22,165DistributableBeforeDedAmt
Distributable As Adjusted$22,165DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,500ExpensesAndContributionsAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,165DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$2,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,500TotalExcessDistributionCyovAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt
Applied To Current Year$12,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$9,665ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,665ExcessDistributionCyovAppCYAmt
Total Corpus$17,835TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$17,835ExcessDistriCyovToNextYrAmt
Excess From Year2$7,835ExcessFromYear2Amt
Excess From Year1$10,000ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HABITATE FOR HUMANITY-CAPITAL DISTR
454 NORTH PEARL STALBANYNY12204NONEHOUSING FOR NEEDY$10,000
WESTMINSTER CHURCH
STATE STALBANYNY12204GENERAL CHURCH USE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,862RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,064RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,926RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,926TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementPROMOTE CHARITABLE, RELIGIOUS, SCIENTIC, OR EDUCATIONALRelationshipStatementTxt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE SECURITIES$298,020$293,880
REITS$29,739$39,010
MUTUAL FUNDS$15,634$27,036

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$31,088USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$33,452USGovtObligationsEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSTOCK VALUATION DECREASESDesc
Amt$13,269Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNEW YORK STATE TAXCategoryTxt
Amt$130Amt

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