2021-11-09T15:16:44-06:00 2020-12-31 752393478 WHITLEY PENN LLP 3600 N CAPITAL OF TX HWY BLDG B STE 250 AUSTIN TX 78746 990PF 2020-01-01 742981871 MCBEE FAMILY FOUNDATION MCBE 7379318200 3600 N CAP OF TX HWY STE 250-B AUSTIN TX 78746 ROBERT MCBEE PRES/TREASURER 5124787165 2021-10-25 1 ROBERT MCBEE 999009999 ASHLEY M KIMERY P01226521 7379318200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1464387 X X 33235 33235 25228 275410 25228 58463 58463 0 0 0 8258 4129 4129 8539 8539 0 712 8 0 17509 12676 4129 66250 66250 83759 12676 70379 -25296 45787 102628 77093 81093 784388 744046 1070474 254574 295155 308125 5399 4695 4695 1146989 1120989 1464387 0 0 X 0 0 0 0 1146989 1120989 1146989 1120989 1146989 1120989 1146989 -25296 0 1121693 704 1120989 FIDELITY - ST COVERED P 65726 87499 -21773 -21773 FIDELITY - LT COVERED P 178898 156937 21961 21961 FIDELITY - LT NON-COVERED P 30657 5746 24911 24911 CAPITAL GAIN DISTRIBUTIONS P 129 129 129 25228 636 0 636 0 636 852 0 0 0 852 0 216 216 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A WHITLEY PENN LLP 7379318200 3600 N CAP OF TX HWY STE 250-B AUSTIN TX 78746 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT MCBEE 1900 BISSONNET ST HOUSTON TX 77005 PRESIDENT/TREASURER 0.00 0 0 0 MARILYN MOORE 19 WOODSTONE SQUARE AUSTIN TX 78703 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 1225758 42023 0 1267781 0 0 1267781 19017 1248764 62438 62438 636 636 61802 0 61802 0 61802 70379 0 70379 0 70379 61802 0 0 11673 11673 70379 0 0 0 61802 8577 0 0 20250 0 0 0 0 0 0 0 20250 11673 8577 ROBERT MCBEE ROBERT F MCBEE 3600 N CAP OF TX HWY STE 250-B AUSTIN TX 78746 7379318200 NONE SPECIFIED NONE PURPOSE MUST BE FOR CIVIL, RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL ENDEAVORS BY QUALIFIED ORGANIZATIONS UNDER THE PROVISIONS OF IRC SECTION 501(C)(3) PEOPLES COMMUNITY CLINIC 1101 CAMINO LA COSTA AUSTIN TX 78752 NONE PUBLIC CHARITY GENERAL OPERATING FUNDS 10000 TEXAS STATE UNIVERSITY 601 UNIVERSITY DR SAN MARCOS TX 78666 NONE PUBLIC CHARITY WITLIFF COLLECTIONS SUPPORT FUND 6250 THE SAFE ALLIANCE P O BOX 19454 AUSTIN TX 78760 NONE PUBLIC CHARITY GENERAL OPERATING FUNDS 10000 THE SALVATION ARMY 4700 MANOR RD AUSTIN TX 78723 NONE PUBLIC CHARITY GENERAL OPERATING FUNDS 10000 UMLAUF SCULPTURE GARDEN & MUSEUM 605 AZIE MORTON RD AUSTIN TX 78704 NONE PUBLIC CHARITY GENERAL OPERATING FUNDS 10000 CAPITOL AREA FOOD BANK 8201 S CONGRESS AVE AUSTIN TX 78745 NONE PUBLIC CHARITY GENERAL OPERATING FUNDS 10000 ST EDWARDS UNIVERSITY 3001 SOUTH CONGRESS AUSTIN TX 78704 NONE PUBLIC CHARITY GENERAL OPERATING FUNDS 10000 66250 0 14 33235 18 25228 0 58463 0 58463 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8258 4129 4129 PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.492(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECING TAX YEAR'S UNDISTRIBUTE INCME AS BEING MAKE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING: TAX YEAR AMOUNT 2014 $2,775 CORPORATE BONDS 295155 308125 SECURITIES 744046 1070474 ORGANIZATION COSTS 3843 3843 3843 PREPAID TAXES 1556 852 852 PRIOR PERIOD ADJUSTMENT 704 BROKER ADVISORY CHARGES 8539 8539 0 FOREIGN TAXES PAID 8 8 0 EXCISE TAXES 704 0 0