FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION (EIN 76-0585804)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201641269349100619
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T12:03:31-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-05 | 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 | 2016-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,715,613 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,024 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $200,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,561 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $945 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,736 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $331 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $856 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,012 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,012 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,549 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,068 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,068 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,625 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,625 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,402,822 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,431,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,676,920 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,558 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,558 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,432,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,470,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,715,613 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,275 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,431,681 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,470,454 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,431,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,470,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,432,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,470,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,431,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,773 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,470,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,470,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 CDK GLOBAL | P | 2009-10-28 | 2015-05-29 | $10,699 | $3,056 | $7,643 | $7,643 |
| 1,200 COCA COLA | D | 1986-07-01 | 2015-05-29 | $48,932 | $2,131 | $46,801 | $46,801 |
| 200 COCA COLA | D | 1986-07-01 | 2015-07-29 | $8,001 | $355 | $7,646 | $7,646 |
| 600 EMERSON ELECRTRIC | P | 2007-01-25 | 2015-07-29 | $30,769 | $26,759 | $4,010 | $4,010 |
| 700 GENERAL ELECTRIC | P | 2007-01-25 | 2015-05-29 | $19,127 | $25,574 | -$6,447 | -$6,447 |
| 500 GENERAL ELECTRIC | P | 2007-03-23 | 2015-05-29 | $13,662 | $17,955 | -$4,293 | -$4,293 |
| 950 INTEL CORP | D | 1969-10-13 | 2015-07-29 | $27,445 | $18 | $27,427 | $27,427 |
| 150 JOHNSON & JOHNSON | P | 2007-01-25 | 2015-05-29 | $15,103 | $10,025 | $5,078 | $5,078 |
| 300 JOHNSON & JOHNSON | P | 2010-10-13 | 2015-05-29 | $30,207 | $19,133 | $11,074 | $11,074 |
| 200 MCDONALDS CORP | P | 2009-10-28 | 2015-07-29 | $19,407 | $11,874 | $7,533 | $7,533 |
| 200 WAL MART STORES | P | 2009-10-28 | 2015-05-29 | $14,803 | $10,093 | $4,710 | $4,710 |
| 500 WAL MART STORES | P | 2009-10-28 | 2015-07-29 | $36,076 | $25,234 | $10,842 | $10,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,024 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,685 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,048,337 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045823 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,733 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,788,380 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043657 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $121,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,526,591 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,449,284 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043952 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,214 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,194,977 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045656 | DistributionYr5Rt |
| Total Distribution | 0.227290 | TotalDistributionRt |
| Average Distribution | 0.045458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,831,392 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,975 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,684 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,801 | 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 | $1,975 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,975 | SubtotalAmt |
| Tax Based On Investment Income | $1,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,625 | OverpaymentAmt |
| Applied To ES Tax | $1,625 | AppliedToESTaxAmt |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | 0.00 | $0 | $0 | $0 |
| THOMAS WELLS MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | VICE PRESIDE | 0.00 | $0 | $0 | $0 |
| WILLIAM WELLS MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | SECRETARY/TR | 0.00 | $0 | $0 | $0 |
| LINDY MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| APRIL MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | TRUSTEE | 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 | 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 | $2,843,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,874,510 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,874,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,831,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $141,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $141,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,975 | TotalTaxAmt |
| Distributable Before Adj | $139,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $139,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $139,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,801 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $156,801 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,975 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,826 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $146,188 | UndistributedIncomePYAmt |
| Qualifying Distributions | $156,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $146,188 | AppliedToYear1Amt |
| Applied To Current Year | $10,613 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $128,982 | 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 (9 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 | $5,000 |
| 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 |
| YOUNG AUDIENCES OF HOUSTON | |||||||
| 4550 POST OAK PLACE 230 | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC | SCHOLARSHIPS | $40,000 |
| DEPRESSION & BIPOLAR SUPPORT | |||||||
| 10000 MEMORIAL DR STE 170 | HOUSTON | TX | 77024 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| UT SCHOOL OF NURSING | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $122,024 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $200,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,561 | 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 | $1,890 | Amt |
| Net Investment Income | $945 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $945 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 AUTOMATIC DATA PROCESSING | $21,122 | $50,832 |
| 1,050 ABBVIE INC | $29,626 | $62,202 |
| 600/400 MCDONALDS CORP | $33,001 | $47,256 |
| 4,200/2,800 COCA COLA | $24,567 | $120,288 |
| 4,444 EXXON MOBIL | $10,286 | $346,410 |
| 950 INTEL CORP | ||
| 1,050 ABBOTT LABS | $27,320 | $47,156 |
| 850 JP MORGAN CHASE | $37,879 | $56,125 |
| 600 MERCK & CO | $5,043 | $31,692 |
| 1,300 NESTLE | $19,964 | $96,746 |
| 300/550 ACE LTD | $55,150 | $64,268 |
| 1,400 AMERICAN EXPRESS | $77,527 | $97,370 |
| 300 ANHEUSER BUSCH INBEV | $32,062 | $37,500 |
| 500 BERKSHIRE HATHAWAY INC | $22,195 | $66,020 |
| 150 BLACKROCK INC | $24,421 | $51,078 |
| 400 CALIFORNIA RESOURCES CORP | $1,607 | $932 |
| 500 CATERPILLAR INC | $30,070 | $33,980 |
| 200 CDK GLOBAL INC | ||
| 600 COACH INC | $970 | $19,638 |
| 500 COMCAST CORP | $21,840 | $28,215 |
| 1,016 CONOCOPHILLIPS | $44,353 | $47,437 |
| 200/400 DIAGEO PLC | $37,063 | $43,628 |
| 600 EMERSON ELECTRIC | ||
| 1,200 GENERAL ELECTRIC | ||
| 300 IBM | $42,427 | $41,286 |
| 900/450 JOHNSON & JOHNSON | $28,699 | $46,224 |
| 800 KINDER MORGAN INC | $27,999 | $11,936 |
| 400 ESTEE LAUDER COS CL A | $19,423 | $35,224 |
| 1,250 NOVO NORDISK ADR | $24,991 | $72,600 |
| 1,000 OCCIDENTAL PETROLEUM | $44,508 | $67,610 |
| 750 ORACLE CORP | $23,885 | $27,397 |
| 750 PEPSICO INC | $15,547 | $74,940 |
| 508 PHILLIPS 66 | $13,985 | $41,554 |
| 900 PRAXAIR INC | $54,741 | $92,160 |
| 1,400 PROCTER & GAMBLE CO | $13,599 | $111,174 |
| 650 QUALCOMM INC | $31,042 | $32,490 |
| 1,800 ROCHE HLDG LTD | $34,616 | $62,046 |
| 800 ROYAL DUTCH SHELL | $56,475 | $36,632 |
| 600 SABMILLER PLC | $26,041 | $35,958 |
| 200 STATE STREET | $13,587 | $13,272 |
| 800 TARGET CORP | $45,271 | $58,088 |
| 200 TIME WARNER CABLE INC | $14,215 | $37,118 |
| 1,000/1,600 21ST CENTURY FOX INC | $53,666 | $43,456 |
| 300 UNION PACIFIC CORP | $29,367 | $23,460 |
| 750 UNITED TECHNOLOGIES CORP | $52,053 | $72,053 |
| 700 WAL MART STORES INC | ||
| 700 WALGREENS BOOTS ALLIANCE INC | $25,646 | $59,609 |
| 200 WALT DISNEY CO | $1,959 | $21,016 |
| 400 XILINX INC | $13,577 | $18,788 |
| 300 ASML HOLDINGS | $29,660 | $26,631 |
| 200 CANADIAN PAC RAILWAY | $33,175 | $25,520 |
| 1,200 TEXAS INSTRUMENTS | $29,103 | $65,772 |
| 300 GILEAD SCIENCES INC | $27,732 | $30,357 |
| 150 CELGENE CORP | $17,414 | $17,964 |
| 300 NOVARTIS AG | $31,297 | $25,812 |
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 (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADR FEES | $181 | $181 | |
| CUSTODY FEE | $150 | $150 | |
| INSURANCE | $856 | $856 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $1,975 | |
| FOREIGN TAX | $1,736 | $1,736 |