THE MCGEE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE MCGEE FOUNDATION INC (EIN 73-6099203)
- Tax period
- 2025-07-01 to 2026-03-03
- Filed
- 2026-04-28
- IRS object ID
- 202631189349101378
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Dissolution Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T17:34:56-05:00 | ReturnTs |
| Tax Period End | 2026-03-03 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943345534 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & KURN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1232 BELMONT AVENUE | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736099203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCGEE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCGE | BusinessNameControlTxt |
| Phone | 3103395798 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18127 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731540127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA BIEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103395798 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS JOHNSON | PreparerPersonNm |
| PTIN | P00360769 | PTIN |
| Phone | 6505922967 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,539,209 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,422,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,164,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,543,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,427,022 | 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 |
| Accounting Fees Rev And Expnss | $29,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,217 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,004 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,990,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,990,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,180,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,001,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$637,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,277,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,747 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,070,816 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $2,886,765 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,334,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $28,598,599 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,055,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,963,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,963,973 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,963,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,963,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,963,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$637,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,080 | OtherIncreasesAmt |
| Subtotal | $40,355,468 | SubtotalAmt |
| Other Decreases | $40,355,468 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50,000 SOUTHERN CA PUB PWR 5.798% | P | 2011-02-17 | 2025-07-01 | $50,000 | $49,917 | $83 | $83 |
| 15,000 RIALTO 5.28% | P | 2011-03-14 | 2025-08-01 | $15,000 | $15,000 | $0 | $0 |
| 100,000 UBS GOVERNMENTAL MM | P | 2025-08-26 | $100,000 | $100,000 | $0 | $0 | |
| 750,000 CITIGROUP 5.5% | P | 2025-09-13 | $750,000 | $746,890 | $3,110 | $3,110 | |
| 500,000 GENL MOTORS 6.05% | P | 2022-12-02 | 2025-10-10 | $500,000 | $500,000 | $0 | $0 |
| 100,000 UBS GOVERNMENTAL MM | P | 2025-10-14 | $100,000 | $100,000 | $0 | $0 | |
| 500,000 ALLY FINANCIAL 5.75% | P | 2025-11-20 | $500,000 | $499,425 | $575 | $575 | |
| 95,000 CALIFORNIA SY UNIV 5% | P | 2021-05-07 | 2025-11-01 | $95,000 | $95,000 | $0 | $0 |
| 250,000 MORGAN STANLEY 5% | P | 2023-03-28 | 2025-11-24 | $250,000 | $246,953 | $3,047 | $3,047 |
| 250,000 MORGAN STANLEY 5% | P | 2023-06-23 | 2025-11-24 | $250,000 | $246,000 | $4,000 | $4,000 |
| 900,000 UBS GOVERNMENTAL MM | P | 2025-11-17 | $900,000 | $900,000 | $0 | $0 | |
| 200,000 ALCOA 5.9% | P | 2025-12-03 | $204,716 | $199,752 | $4,964 | $4,964 | |
| 250,000 GOLDMAN SACHS 7.423% | P | 2023-04-26 | 2026-02-10 | $250,000 | $241,932 | $8,068 | $8,068 |
| 8,000 SIRIUSPOINT 8% | P | 2021-06-28 | 2026-02-26 | $200,000 | $219,760 | -$19,760 | -$19,760 |
| 200,000 SUNTRUST 6% | P | 2010-08-31 | 2026-02-15 | $200,000 | $200,000 | $0 | $0 |
| 800,000 UBS GOVERNMENTAL MM | P | 2026-02-06 | $800,000 | $800,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,764 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,764 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,036 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $9,036 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FDNCENTER.ORG | WebsiteAddressTxt |
| Individual With Books | PAULA LOVE | IndividualWithBooksNm |
| Phone | 3103395798 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 SHERWOOD LN | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA MCGEE BIEBER | ||||||||
| PO BOX 18127 | OKLAHOMA CITY | OK | 731540127 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| PAULA LOVE | ||||||||
| PO BOX 18127 | OKLAHOMA CITY | OK | 731540127 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RAMSEY BIEBER | ||||||||
| PO BOX 18127 | OKLAHOMA CITY | OK | 731540127 | VICE PRESIDENT /DIRECTOR | 0.50 | $0 | $0 | $0 |
| KIMBERLY BIEBER | ||||||||
| PO BOX 18127 | OKLAHOMA CITY | OK | 731540127 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| DARCY BIEBER | ||||||||
| PO BOX 18127 | OKLAHOMA CITY | OK | 731540127 | SECRETARY/DIRECTOR | 0.15 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLOCK TOWER PLACE SUITE C-100 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $131,217 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $40,334,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,357,903 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,692,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,692,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $625,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,067,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,383,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,383,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,764 | TotalTaxAmt |
| Distributable Before Adj | $1,366,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,366,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,366,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,001,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,001,925 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,366,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,982,213 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,001,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,982,213 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,712 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,346,450 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE MCGEE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18127 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731540127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4058426266 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HAPPY TRAILS FOR KIDS | ||||||
| 2525 OCEAN PARK BLVD SUITE 104 | SANTA MONICA | CA | 90405 | PC | NON-PROFIT SERVES YOUTH IN FOSTER CARE WITH EXTRACURRICULAR PROGRAMS | $200,000 |
| HARLEM LACROSSE | ||||||
| 8 WEST 126TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | PC | NON-PROFIT PROVIDES TEACHERS TO LOW INCOME SCHOOL DISTRICTS FOR SPORTS AND EDUCATION | $50,000 |
| LYRIC THEATRE | ||||||
| 1727 N W 16TH ST | OKLAHOMA CITY | OK | 73106 | PC | NON-PROFIT COMMUNITY THEATER | $50,000 |
| OKLAHOMA CITY COMMUNITY FOUNDATION | ||||||
| 1000 N BROADWAY AVE | OKLAHOMA CITY | OK | 73102 | PC | NON-PROFIT COMMUNITY FOUNDATION | $450,000 |
| PEPPERS RANCH | ||||||
| 3172 PEPPERS RANCH ROAD | GUTHRIE | OK | 73004 | PC | NON-PROFIT HOME FOR FOSTER CHILDREN AND CAREGIVER PARENTS | $50,000 |
| PEW CHARITABLE TRUST | ||||||
| 901 E STREET NW | WASHINGTON | DC | 20004 | PC | PROTECTING AND REVITALIZING OCEAN LIFE BY SUPPORTING MARINE PROTECTED AREAS | $50,000 |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||
| 4401 W 109TH ST SUITE 200 | OVERLAND PARK | KS | 66211 | PC | PROVIDES LOW COST REPRODUCTIVE AND MEDICAL CARE AND INFORMATION | $330,000 |
| PLANNED PARENTHOOD LOS ANGELES | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | PROVIDES LOW COST REPRODUCTIVE AND MEDICAL CARE AND INFORMATION | $330,000 |
| PLANNED PARENTHOOD MAR MONTE | ||||||
| 1605 THE ALAMEDA | SAN JOSE | CA | 95126 | PC | PROVIDES LOW COST REPRODUCTIVE AND MEDICAL CARE AND INFORMATION | $330,000 |
| SAN JUAN COMMUNITY THEATER | ||||||
| PO BOX 1063 | FRIDAY HARBOR | WA | 98250 | PC | NON-PROFIT COMMUNITY THEATER | $50,000 |
| UCSC INSTITUTE OF MARINE SCIENCES | ||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | PC | DONATION TO SUPPORT MARINE RESEARCH | $50,000 |
| SOUTHERN CALIFORNIA VIPASSANA CENTER | ||||||
| PO BOX 486 | JOSHUA TREE | CA | 92252 | PC | NON-PROFIT THAT PROMOTES MEDITATION | $50,000 |
| THE ANNDEAN FOUNDATION CO FOUNDATION SOURCE ID 33-2023563 | ||||||
| 501 SILVERSIDE ROAD STE 123 | WILMINGTON | DE | 19809 | PF | DISTRIBUTION OF ASSETS PURSUANT TO IRC &507(B)(2) REORGANIZATION (FINAL DISTRIBUTION) | $13,437,129 |
| ADAPTIVE ENERGY FOUNDATION CO FOUNDATION SOURCE ID 33-2742532 | ||||||
| 501 SILVERSIDE ROAD STE 123 | WILMINGTON | DE | 19809 | PF | DISTRIBUTION OF ASSETS PURSUANT TO IRC &507(B)(2) REORGANIZATION (FINAL DISTRIBUTION) | $13,437,130 |
| THE LONE OAK FOUNDATION ID 99-4323643 | ||||||
| 187 E WARM SPRINGS RD STE B116 | LAS VEGAS | NV | 89119 | PF | DISTRIBUTION OF ASSETS PURSUANT TO IRC &507(B)(2) REORGANIZATION (FINAL DISTRIBUTION) | $13,437,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,301,389 | 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 | $115 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,539,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,543,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,543,411 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JOHNSON & KURN, LLP ACCOUNTING | CategoryTxt |
| Amt | $29,750 | Amt |
| Net Investment Income | $17,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,900 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS MADE OF UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING:2022 13,098TOTAL 13,098 | ElectionDesc |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| THE ANNDEAN FOUNDATION CO FOUNDATION SOURCE ID 33-2023563 | |||||
| 501 SILVERSIDE ROAD STE 123 | WILMINGTON | DE | 19809 | DISTRIBUTION OF ASSETS PURSUANT TO IRC &507(B)(2) REORGANIZATION (FINAL DISTRIBUTION)THE ASSETS DISTRIBUTED CONSISTED OF CASH, CASH EQUIVALENTS AND PUBLICLY TRADED SECURITIES. | $13,437,129 |
| ADAPTIVE ENERGY FOUNDATION CO FOUNDATION SOURCE ID 33-2742532 | |||||
| 501 SILVERSIDE ROAD STE 123 | WILMINGTON | DE | 19809 | DISTRIBUTION OF ASSETS PURSUANT TO IRC &507(B)(2) REORGANIZATION (FINAL DISTRIBUTION)THE ASSETS DISTRIBUTED CONSISTED OF CASH, CASH EQUIVALENTS AND PUBLICLY TRADED SECURITIES. | $13,437,130 |
| THE LONE OAK FOUNDATION ID 99-4323643 | |||||
| 187 E WARM SPRINGS RD STE B116 | LAS VEGAS | NV | 89119 | DISTRIBUTION OF ASSETS PURSUANT TO IRC &507(B)(2) REORGANIZATION (FINAL DISTRIBUTION)THE ASSETS DISTRIBUTED CONSISTED OF CASH, CASH EQUIVALENTS AND PUBLICLY TRADED SECURITIES. | $13,437,130 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF PART VI-A LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE YEAR, THE ORGANIZATIONS IN STATEMENT 7 ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) WERE CONTROLLED ORGANIZATIONS WITH RESPECT TO THE FOUNDATION AND THE FOUNDATION MADE THE TRANSFERS DESCRIBED IN STATEMENT 7.NONE OF THE CONTROLLED ENTITIES WERE EXCESS BUSINESS HOLDINGS. | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THERE WAS A LIQUIDATION AND DISSOLUTION OF THE TAXPAYER IN THE CURRENT FISCAL YEAR. DESCRIPTION OF THE TRANSACTION ON FEBRUARY 2, 2026, THE MCGEE FOUNDATION, INC. ("MCGEE FOUNDATION") ENTERED INTO A REORGANIZATION AGREEMENT (THE "AGREEMENT"), WHEREBY MCGEE FOUNDATION AGREED THAT IT BE REORGANIZED INTO THREE SEPARATE PRIVATE FOUNDATIONS (THE "REORGANIZATION"), WITH EACH RECIPIENT FOUNDATION TO RECEIVE 1/3 OF THE TAXPAYER'S ASSETS. THE TRANSFER OF THE BULK OF MCGEE FOUNDATION'S ASSETS TO THE RECIPIENT FOUNDATIONS OCCURRED ON MARCH 3, 2026. EACH RECIPIENT FOUNDATION, AT THE TIME OF THE TRANSFERS, HAD THE SAME DIRECTORS AND OFFICERS AS MCGEE FOUNDATION. MCGEE FOUNDATION THEREAFTER DISSOLVED ON MARCH 3, 2026. CERTIFIED COPY OF THE LIQUIDATION PLAN, RESOLUTION, ETC. (IF ANY) AND ALL AMENDMENTS OR SUPPLEMENTS THAT WEREN'T PREVIOUSLY FILED. A COPY OF THE AGREEMENT IS ATTACHED. ALSO ATTACHED ARE THE BOARD MINUTES AND MEMBER MINUTES OF MCGEE FOUNDATION WHERE THE REORGANIZATION WAS APPROVED. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ENDING CASH BALANCE TO BE DISTRIBUTED | $44,079 |
| LIQUIDATING DISTRIBUTIONS | $40,311,389 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $29,080 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $131,217 | $131,217 | $0 |
| FEES | $25 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $30,004 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| THE ANNDEAN FOUNDATION | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | 332023563 | LIQUIDATING DISTRIBUTION | $13,347,129 |
| THE LONE OAK FOUNDATION | ||||||
| 187 E WARM SPRINGS ROAD SUITE B116 | LAS VEGAS | NV | 89119 | 994323643 | LIQUIDATING DISTRIBUTION | $13,347,130 |
| ADAPTIVE ENERGY FOUNDATION | ||||||
| 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | 332742532 | LIQUIDATING DISTRIBUTION | $13,437,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,131,389 | TotalAmt |
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