FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION (EIN 76-0585804)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201701289349101135
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T14:13:36-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760167652 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS & BEDARD PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 GREENWAY PLZ STE 440 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770462488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760585804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE AND WILLIAM K MCGEE JR | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5957 CRAB ORCHARD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WELLS MCGEE | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DON BEDARD | PreparerPersonNm |
| PTIN | P00201350 | PTIN |
| Phone | 7138711530 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 857A3D82B917E64ED5128A3ED64A28E74E74947D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CAC86B4239F5304BCB14C917C0DEF65AAC782849 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,846,341 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $347,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,491 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $207,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,984 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,030 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,030 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,107 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $297 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,618 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,625 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $1,431,766 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,507,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,809,723 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,558 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,558 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,470,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,544,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,846,341 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,156 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,156 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,470,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,539,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,470,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,539,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,470,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,544,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,470,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,427 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,539,881 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,539,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 AMERICAN EXPRESS | P | 2004-05-11 | 2016-09-08 | $13,189 | $8,472 | $4,717 | $4,717 |
| .618 CALIFORNIA RESOURCES | P | 2007-01-25 | 2016-03-24 | $1 | $2 | -$1 | -$1 |
| .3 CALIFORNIA RESOURCES | P | 2007-01-25 | 2016-06-01 | $5 | $12 | -$7 | -$7 |
| 500 CATERPILLAR INC | P | 2007-01-25 | 2016-03-14 | $36,371 | $30,070 | $6,301 | $6,301 |
| 400 EXXON MOBIL CORP | D | 1976-04-01 | 2016-03-14 | $32,544 | $926 | $31,618 | $31,618 |
| 500 EXXON MOBIL CORP | D | 1976-04-01 | 2016-06-21 | $45,761 | $1,158 | $44,603 | $44,603 |
| 300 EXXON MOBIL CORP | D | 1976-04-01 | 2016-09-08 | $26,652 | $694 | $25,958 | $25,958 |
| 300 IBM | P | 2010-10-13 | 2016-03-14 | $42,500 | $42,427 | $73 | $73 |
| 650 QUALCOMM INC | P | 2008-05-19 | 2016-03-14 | $33,928 | $31,042 | $2,886 | $2,886 |
| 800 ROYAL DUTCH SHELL | P | 2012-08-23 | 2016-09-08 | $40,807 | $56,476 | -$15,669 | -$15,669 |
| 300 SABMILLER PLC | P | 2012-03-14 | 2016-03-14 | $18,111 | $12,672 | $5,439 | $5,439 |
| 300 SABMILLER PLC | P | 2012-08-23 | 2016-03-14 | $18,111 | $13,368 | $4,743 | $4,743 |
| 200 TIME WARNER CABLE INC | P | 2011-10-21 | 2016-03-14 | $39,045 | $14,215 | $24,830 | $24,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,491 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,826 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,831,392 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054682 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,685 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,048,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045823 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $121,733 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,788,380 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043657 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,786 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,526,591 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048202 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,449,284 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043952 | DistributionYr5Rt |
| Total Distribution | 0.236316 | TotalDistributionRt |
| Average Distribution | 0.047263 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,756,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,259 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,045 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,304 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $131,030 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,091 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,091 | SubtotalAmt |
| Tax Based On Investment Income | $4,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,091 | 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | WILLIAM WELLS MCGEE | IndividualWithBooksNm |
| Phone | 7136215257 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5957 CRAB ORCHARD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| FLORENCE W MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| THOMAS WELLS MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| WILLIAM WELLS MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| LINDY MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| APRIL MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | TRUSTEE | 000.00 | $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 | NONE | Description1Txt |
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 | $2,771,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,803 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,798,011 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,798,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,756,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,091 | TotalTaxAmt |
| Distributable Before Adj | $133,711 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,711 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,711 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,030 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $131,030 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $131,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $128,982 | UndistributedIncomePYAmt |
| Qualifying Distributions | $131,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $128,982 | AppliedToYear1Amt |
| Applied To Current Year | $2,048 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $131,663 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FLORENCE W MCGEE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5957 CRAB ORCHARD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136215257 | RecipientPhoneNum |
| Recipient Email Address | WELLS@MCGEEFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COVENANT HOUSE | |||||||
| 1111 LOVETT BOULEVARD | HOUSTON | TX | 77006 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| COALITION FOR THE HOMELESS | |||||||
| 600 JEFFERSON ST 2050 | HOUSTON | TX | 77002 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| CASA DE ESPERANZA | |||||||
| 2911 CORDER BUILDING A | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| IMMUNIZATION PARTNERSHIP | |||||||
| PO BOX 2709 | CYPRESS | TX | 77410 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| THE WORKFAITH CONNECTION | |||||||
| 4555 DACOMA SUITE 200 | HOUSTON | TX | 77092 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC | SCHOLARSHIPS | $50,000 |
| DEPRESSION & BIPOLAR SUPPORT | |||||||
| 10000 MEMORIAL DR STE 170 | HOUSTON | TX | 77024 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| CHILD ADVOCATES | |||||||
| 3701 KIRBY DR SUITE 400 | HOUSTON | TX | 77098 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| SMALL STEPS | |||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,491 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $207,984 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,984 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,060 | Amt |
| Net Investment Income | $1,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,030 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 AUTOMATIC DATA PROCESSING | $21,122 | $61,668 |
| 1,050 ABBVIE INC | $29,626 | $65,751 |
| 400 MCDONALDS CORP | $33,001 | $48,688 |
| 2,800 COCA COLA | $24,567 | $116,088 |
| 4,444/3,244 EXXON MOBIL | $7,509 | $292,803 |
| 100 CONSTELLATION BRANDS | $14,267 | $15,331 |
| 1,050 ABBOTT LABS | $27,320 | $40,331 |
| 850 JP MORGAN CHASE | $37,879 | $73,346 |
| 600 MERCK & CO | $5,043 | $35,322 |
| 1,300 NESTLE | $19,964 | $93,262 |
| 550 CHUBB LTD | $55,150 | $72,666 |
| 1,400/1,200 AMERICAN EXPRESS | $69,054 | $88,896 |
| 300 ANHEUSER BUSCH INBEV | $32,062 | $31,632 |
| 500 BERKSHIRE HATHAWAY INC | $22,195 | $81,490 |
| 150 BLACKROCK INC | $24,421 | $57,081 |
| 400/49 CALIFORNIA RESOURCES | $1,666 | $1,043 |
| 500 CATERPILLAR INC | ||
| 800 FACEBOOK INC | $87,900 | $92,040 |
| 600 COACH INC | $970 | $21,012 |
| 500/1,100 COMCAST CORP | $57,487 | $75,955 |
| 1,016 CONOCOPHILLIPS | $44,353 | $50,942 |
| 400 DIAGEO PLC | $37,063 | $41,576 |
| 1,300 MICROSOFT CORP | $69,160 | $80,782 |
| 1,200 GENERAL ELECTRIC | ||
| 300 IBM | ||
| 450 JOHNSON & JOHNSON | $28,699 | $51,845 |
| 800 KINDER MORGAN INC | $27,999 | $16,568 |
| 400 ESTEE LAUDER COS CL A | $19,423 | $30,596 |
| 1,250 NOVO NORDISK ADR | $24,991 | $44,825 |
| 1,000 OCCIDENTAL PETROLEUM | $44,434 | $71,230 |
| 750 ORACLE CORP | $23,885 | $28,838 |
| 750 PEPSICO INC | $15,547 | $78,473 |
| 508 PHILLIPS 66 | $13,985 | $43,896 |
| 900 PRAXAIR INC | $54,741 | $105,471 |
| 1,400 PROCTER & GAMBLE CO | $13,599 | $117,712 |
| 650 QUALCOMM INC | ||
| 1,800 ROCHE HLDG LTD | $34,616 | $51,354 |
| 800 ROYAL DUTCH SHELL | ||
| 600 SABMILLER PLC | ||
| 200 STATE STREET | $13,587 | $15,544 |
| 800 TARGET CORP | $45,271 | $57,784 |
| 200 TIME WARNER CABLE INC | ||
| 1,600 21ST CENTURY FOX INC | $53,666 | $44,864 |
| 300 UNION PACIFIC CORP | $29,367 | $31,104 |
| 750 UNITED TECHNOLOGIES CORP | $52,053 | $82,215 |
| 750 VISA INC | $55,671 | $58,515 |
| 700 WALGREENS BOOTS ALLIANCE INC | $25,646 | $57,932 |
| 200/300 WALT DISNEY CO | $11,935 | $31,266 |
| 400 XILINX INC | $13,577 | $24,148 |
| 300 ASML HOLDINGS | $29,660 | $33,660 |
| 200 CANADIAN PAC RAILWAY | $33,175 | $28,554 |
| 1,200 TEXAS INSTRUMENTS | $29,103 | $87,564 |
| 300 GILEAD SCIENCES INC | $27,732 | $21,483 |
| 150/300 CELGENE CORP | $31,981 | $34,725 |
| 300 NOVARTIS AG | $31,297 | $21,852 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $8,558 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,558 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADR FEES | $147 | $147 |
| CUSTODY FEE | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $4,091 | |
| FOREIGN TAX | $2,107 | $2,107 |