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MCKEE FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MCKEE FAMILY FOUNDATION INC (EIN 75-2708394)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-14
IRS object ID
201322269349100107
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-14T08:15:01-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN272602152EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BKM SOWAN HORAN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115301 DALLAS PARKWAY SUITE 960AddressLine1
CityADDISONCity
StateTXState
ZIP Code75001ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN752708394EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MCKEE FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMCKENameControl
Phone2145213364Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 WINDSOR RIDGEAddressLine1
CityFRISCOCity
StateTXState
ZIP Code75034ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePHILIP MCKEEName
TitlePRESIDENTTitle
Phone2145213364Phone
Date Signed2013-06-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRAD MARCKXName
PTINP00570005PTIN
Phone2145453965Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY61488FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses2TotalRevenueAndExpenses
Total Net Investment Income2TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss33333ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps33333ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss33333TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps33333TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-33331ExcessOfRevenueOverExpenses
Net Investment Income2NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY-1CashBOY
Cash EOY-1CashEOY
Cash EOYFMV-1CashEOYFMV
Savings And Temp Cash Invst BOY84820SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY9408SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV9408SavingsAndTempCashInvstEOYFMV
Accounts Receivable10000AccountsReceivable
Accounts Receivable BOY10000AccountsReceivableBOY
Accounts Receivable EOY10000AccountsReceivableEOY
Accounts Receivable EOYFMV10000AccountsReceivableEOYFMV
Other Notes And Loans Receivable42081OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl0AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY0OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY42081OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV42081OtherNotesAndLoansRcvblEOYFMV
Total Assets BOY94819TotalAssetsBOY
Total Assets EOY61488TotalAssetsEOY
Total Assets EOYFMV61488TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY94819RetainedEarningsBOY
Retained Earnings EOY61488RetainedEarningsEOY
Total Net Assets BOY94819TotalNetAssetsBOY
Total Net Assets EOY61488TotalNetAssetsEOY
Total Liabilities Net Assets BOY94819TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY61488TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY94819TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-33331ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal61488Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY61488TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year145069QualifyingDistributionsYear1
Noncharitable Assets Year159063NoncharitableAssetsYear1
Distribution Ratio Year10.763067DistributionRatioYear1
Qualifying Distributions Year229485QualifyingDistributionsYear2
Noncharitable Assets Year294647NoncharitableAssetsYear2
Distribution Ratio Year20.311526DistributionRatioYear2
Qualifying Distributions Year35000QualifyingDistributionsYear3
Noncharitable Assets Year3104432NoncharitableAssetsYear3
Distribution Ratio Year30.047878DistributionRatioYear3
Qualifying Distributions Year4331QualifyingDistributionsYear4
Noncharitable Assets Year4109444NoncharitableAssetsYear4
Distribution Ratio Year40.003024DistributionRatioYear4
Qualifying Distributions Year550290QualifyingDistributionsYear5
Noncharitable Assets Year5125363NoncharitableAssetsYear5
Distribution Ratio Year50.401155DistributionRatioYear5
Total Distribution Ratio1.526650TotalDistributionRatio
Average Distribution Ratio0.305330AverageDistributionRatio
Net Noncharitable Assets64756NetNoncharitableAssets
Adjusted Noncharitable Assets19772AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One19772AdjNonchrtblAssetsAndOnePct
Qualifying Distributions33333QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment34EstTaxPaymentsAndOverpayment
Total Credits And Payments34TotalCreditsAndPayments
Overpayment34Overpayment
Amount Credited To Next Year34AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.TAXEXEMPTWORLD.COM/ORGANIZATIONS/WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILIP MCKEEBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9726796908BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line16 WINDSOR RIDGEAddressLine1
CityFRISCOCity
StateTXState
ZIP Code75034ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PHILIP R MCKEE
6 WINDSOR RIDGEFRISCOTX75034PRES/SEC/TREASURER0.25000
CASSANDRA M MCKEE
6 WINDSOR RIDGEFRISCOTX75034VICE PRESIDENT0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances23661AvgMonthlyCashBalances
FMV All Other Noncharitable Assets42081FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets65742TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets65742AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable986CashDeemedCharitable
Net Noncharitable Assets64756NetNoncharitableAssets
Minimum Investment Return3238MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3238MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj3238DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded3238DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted3238DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions33333ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions33333QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions33333AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3238DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year544127ExcessDistriCarryoverYear5
Excess Distri Carryover Year224765ExcessDistriCarryoverYear2
Excess Distri Carryover Year142212ExcessDistriCarryoverYear1
Total Excess Distri Carryover111104TotalExcessDistriCarryover
Qualifying Distributions33333QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3238AppliedToCurrentYear
Remaining Distri From Corpus30095RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus141199TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year544127ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year97072ExcessDistriCyovToNextYear
Excess From Year224765ExcessFromYear2
Excess From Year142212ExcessFromYear1
Excess From Current Year30095ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerPHILIP R MCKEEContributingManager
Contributing ManagerCASSANDRA M MCKEEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PRESTONWOOD CHRISTIAN ACADEMYBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16801 W PARK BLVDAddressLine1
CityPLANOCity
StateTXState
ZIP Code75093ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusNONERecipientFoundationStatus
Purpose Of Grant Or ContributionSCHOLARSHIP AWARD TO DISIGNATED CHARITYPurposeOfGrantOrContribution
Amount$33,333Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year33333TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$2ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

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