JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION (EIN 20-5288433)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-10
- IRS object ID
- 201402539349100500
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-10T07:45:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141743491 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MCKEE III CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 FINNEY BLVD | AddressLine1 |
| City | MALONE | City |
| State | NY | State |
| ZIP Code | 129539633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205288433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MCKEE JR & DORIS N MCKEE | BusinessNameLine1 |
| Business Name Line2 | FAMILY CHARITABLE FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 5184834641 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 543 PORTER RD | AddressLine1 |
| City | MALONE | City |
| State | NY | State |
| ZIP Code | 12953 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MCKEE III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5184834641 | PhoneNum |
| Signature | 2014-09-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES MCKEE III CPA | PreparerPersonNm |
| PTIN | P00184527 | PTIN |
| Phone | 5184834041 | PhoneNum |
| Preparation | 2014-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $449,569 | 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 | $1,862 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,862 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,862 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,047 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,047 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $219 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $219 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $219 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $57,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,163 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,128 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,128 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,432 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $36,903 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $31,088 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $34,978 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $336,448 | CorporateStockBOYAmt |
| Corporate Stock EOY | $320,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $315,159 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $377,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $450,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $449,569 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $329,999 | UnrestrictedBOYAmt |
| Unrestricted EOY | $377,055 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $377,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $377,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,056 | ExcessRevenueOverExpensesAmt |
| Subtotal | $377,055 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $377,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,883 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $2,389 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $19,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $335,385 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057233 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,575 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $315,190 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065278 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,214 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $257,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.129138 | DistributionYr5Rt |
| Total Distribution | 0.251649 | TotalDistributionRt |
| Average Distribution | 0.083883 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $132 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $132 | SubtotalAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $132 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
| Individual With Books | JAMES MCKEE III | IndividualWithBooksNm |
| Phone | 5184834641 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 543 PORTER RD | AddressLine1 |
| City | MALONE | City |
| State | NY | State |
| ZIP Code | 12953 | ZIPCode |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES MCKEE III | ||||||||
| 543 PORTER RD | MALONE | NY | 12953 | TREASURER | 2.00 | $0 | $0 | $0 |
| PETER C MCKEE | ||||||||
| 36 GLADWISH RD | DELMAR | NY | 12054 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DAVID R MCKEE | ||||||||
| 4891 SPRINGWOOD CRL | FAIRFIELD | CA | 94534 | V PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN S MCKEE | ||||||||
| 7 MAYFAIR DR | SLINGERLANDS | NY | 12159 | SECRETARY | 0.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTION TO HABITATE FOR HUMANITY TO HELP BUILD A HOUSE FOR UNDERPRIVILEDGED FAMILIES | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $132 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $2,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $10,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,500 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,500 | ExcessFromYear2Amt |
| Excess From Year1 | $15,000 | ExcessFromYear1Amt |
| Excess From Current Year | $10,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HABITATE FOR HUMANITY-CAPITAL DISTR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 NORTH PEARL ST | AddressLine1 |
| City | ALBANY | City |
| State | NY | State |
| ZIP Code | 12204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | HOUSING FOR NEEDY | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,862 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,047 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $219 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,028 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,156 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,156 | 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 | 1A | LineNumberTxt |
| Relationship Statement | PROMOTE CHARITABLE, RELIGIOUS, SCIENTIC, OR EDUCATIONAL | RelationshipStatementTxt |
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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| JAMES MCKEE III |
| PETER C MCKEE |
| DAVID R MCKEE |
| JOHN S MCKEE |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 700 CLIFFS NAT RES INC | 2012-12 | PURCHASE | 2013-02 | $20,455 | $20,476 | -$21 |
| 50 EPD | 2006-11 | PURCHASE | 2013-01 | $2,739 | $1,390 | $1,349 |
| 100 WIN | 2007-07 | PURCHASE | 2013-02 | $951 | $1,439 | -$488 |
| 800 WIN | 2007-07 | PURCHASE | 2013-02 | $7,637 | $11,512 | -$3,875 |
| 100 WIN | 2007-07 | PURCHASE | 2013-02 | $954 | $1,439 | -$485 |
| 462 BMY | 2008-06 | PURCHASE | 2013-11 | $23,839 | $10,370 | $13,469 |
| 394 EPD | 2006-11 | PURCHASE | 2013-11 | $23,900 | $10,956 | $12,944 |
| 400 B&G FOODS | 2009-07 | PURCHASE | 2013-11 | $13,328 | $5,218 | $8,110 |
| 100 BGS | 2011-01 | PURCHASE | 2013-11 | $3,333 | $1,305 | $2,028 |
| 100 CBU | 2009-07 | PURCHASE | 2013-11 | $3,625 | $1,435 | $2,190 |
| 400 CBU | 2009-07 | PURCHASE | 2013-11 | $14,514 | $5,742 | $8,772 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE SECURITIES | $296,247 | $269,245 |
| REITS | $8,491 | $19,943 |
| MUTUAL FUNDS | $15,313 | $25,971 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $31,088 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $34,978 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| ANNUAL MEETING |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ENTERPRISE PRDS PTRS ORDI | $203 | $203 | $203 |
| TO LINE 11 | $16 | $16 | $16 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEW YORK STATE TAX | CategoryTxt |
| Amt | $100 | Amt |
Comments