ROBERT E & EVELYN MCKEE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E & EVELYN MCKEE FOUNDATION (EIN 74-6036675)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201401299349102140
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T16:53:13-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIBSON RUDDOCK PATTERSON LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUNLAND PARK DR STE 6-300 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 799125167 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746036675 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E & EVELYN MCKEE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9155814025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5835 CROMO DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 1 | AddressLine2 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 799125501 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS B MCKEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9155814025 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA YEAGER | PreparerPersonNm |
| PTIN | P00146357 | PTIN |
| Phone | 9153563700 | PhoneNum |
| Preparation | 2014-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,528,217 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,013 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,013 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $249,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,040 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $70,323 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $70,323 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $70,323 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$311,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,134 | GrossSalesPriceAmt |
| Incm Modifications Adj Net Incm | $2,698 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $839 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $14,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $324,376 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,698 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,220 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,098 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $64,098 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,122 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $20,074 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,067 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $18,067 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,007 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,998 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,399 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $14,399 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,599 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $650 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $534 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $534 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $910 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $910 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $910 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $24,203 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $19,362 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $19,362 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,841 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,020 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,318 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $6,318 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $702 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,768 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $277 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $277 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,491 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,796 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,520 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $165,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $131,411 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $371,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $371,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $536,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $131,411 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $399,506 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$522,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,307 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48 | CashBOYAmt |
| Cash EOY | $15 | CashEOYAmt |
| Cash EOYFMV | $15 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $368,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,012 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,012 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,491 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,491 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,491 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,803,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,424,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,236,862 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $168,093 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $115,769 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $52,324 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $52,324 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $52,324 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,697 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,934 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,673 | LandBOYAmt |
| Land EOY | $1,763 | LandEOYAmt |
| Land EOYFMV | $1,763 | LandEOYFMVAmt |
| Other Assets BOY | $4,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,750 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,233,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,715,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,528,217 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,711 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $2,711 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,233,212 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,713,173 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,233,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,713,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,233,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,715,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,233,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$522,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,698 | OtherIncreasesAmt |
| Subtotal | $3,713,173 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,713,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE CAP. XII (6.25%) | P | 2003-09-26 | 2013-05-08 | $50,000 | $50,000 | ||
| GEN. ELECTRIC CAP. 6.625% 'PINES' | P | 2002-06-13 | 2013-01-02 | $8,675 | $8,675 | ||
| EASTMAN KODAK COMPANY | P | 2011-01-01 | 2013-12-31 | $320,159 | -$320,159 | -$320,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$311,700 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $354,622 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,355,916 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048209 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $350,333 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,146,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049024 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $304,632 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,323,764 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048173 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $425,373 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,103,479 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $476,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,452,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063952 | DistributionYr5Rt |
| Total Distribution | 0.279052 | TotalDistributionRt |
| Average Distribution | 0.055810 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,742,934 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $432,133 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,933 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $434,066 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $399,506 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,866 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,866 | SubtotalAmt |
| Tax Based On Investment Income | $3,866 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,134 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $6,134 | RefundAmt |
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 |
| 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 | WWW.MCKEEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LOUIS B MCKEE | IndividualWithBooksNm |
| Phone | 9155814025 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5835 CROMO DRIVE SUITE 1 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 799125501 | ZIPCode |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOUIS B MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | PRES./TREAS. | 40.00 | $68,798 | $6,750 | $0 |
| MARGARET MCKEE LUND | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | SEN.VP/TRUST | 0.10 | $0 | $0 | $0 |
| F JAMES MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79901 | VP/TRUSTEE | 0.10 | $0 | $0 | $379 |
| SUSAN J MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VP/TRUSTEE | 0.10 | $0 | $0 | $296 |
| SHARON HAYS HERRERA | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VP/TRUSTEE | 0.10 | $0 | $0 | $0 |
| JAMES T MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VP/TRUSTEE | 0.10 | $0 | $0 | $0 |
| PHILIP RUSSELL MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VP/TRUSTEE | 0.10 | $0 | $0 | $681 |
| HELEN LUND YANCEY | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VP/SECRETARY | 0.10 | $0 | $0 | $0 |
| CHARLOTTE MCKEE COHEN | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VP/ASSIST.SE | 0.10 | $0 | $0 | $0 |
| ROBERT E MCKEE IV | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | $0 | $0 | $1,570 |
| C STEVEN MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ELIZABETH MCKEE TATUM | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| LINDA HAYS GUNTER | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| R BRIAN MCKEE DVM | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | $0 | $0 | $614 |
| KAREN L MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79901 | TRUSTEE | 0.10 | $2,422 | $0 | $0 |
| HA AL WOODS | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| PAUL ALAN WOODS | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | $0 | $0 | $789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $7,619,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,328 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,860,847 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,860,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,742,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,866 | TotalTaxAmt |
| Distributable Before Adj | $383,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,698 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $385,979 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $385,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $399,506 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $399,506 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $399,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $385,979 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $109,122 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,395 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $235,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $399,506 | QualifyingDistributionsAmt |
| Applied To Current Year | $385,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,527 | RemainingDistriFromCorpusAmt |
| Total Corpus | $249,044 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $109,122 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $139,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,395 | ExcessFromYear4Amt |
| Excess From Current Year | $13,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR LOUIS B MCKEE PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5835 CROMO DRIVE SUITE 1 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 799125501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9155814025 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS OR REQUESTS MUST BE MADE IN WRITING WITH THE FOLLOWING INFORMATION INCLUDED: A COPY OF THE IRS LETTER OF DETERMINATION QUALIFYING THE ORGANIZATION AS A TAX EXEMPT CHARITABLE ORGANIZATION. A DESCRIPTION OF THE PROPOSED PROJECT AND JUSTIFICATION OF NEED THEREOF. A DETAILED EXPLANATION OF THE USE OF THE FUNDS REQUESTED. LIST OF THE NAMES OF THE GOVERNING BOARD AND THE NAME OF THE CHIEF ADMINISTRATOR OF THE ORGANIZATION. CURRENT FINANCIAL STATEMENT INCLUDING THE SOURCES OF FUNDING, INCOME AND EXPENSES. ALL REQUESTS RECEIVED SHALL BE ACKNOWLEDGED IN WRITING BY THE CHIEF ADMINISTRATOR AND ALL CHECKS SHALL BEAR A PROPER AND LEGAL ENDORSEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS FOR CONTRIBUTIONS, GIFTS AND GRANTS MUST BE SUBMITTED PRIOR TO DECEMBER 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION AWARDS CONTRIBUTIONS, GIFTS AND GRANTS IN THE FOLLOWING CATEGORIES: CIVIC, CULTURAL AND RELIGION; EDUCATION, LITERATURE AND SCIENCE; HOSPITALS; REHABILITATION AND WELFARE; YOUTH ACTIVITIES; COMMUNITY FUNDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| CHURCH OF THE HOLY CROSS EPISCOPAL | ||||||||
| PO BOX 1090 | EDGEWOOD | NM | 87015 | PC | PROTECTION FROM FLOODING | $5,000 | ||
| EL PASO HOLOCAUST MUSEUM | ||||||||
| 715 N OREGON ST | EL PASO | TX | 79902 | PC | MAINTENANCE OF PERMANENT EXHIBIT | $2,500 | ||
| EL PASO SYMPHONY ORCHESTRA | ||||||||
| PO BOX 180 | EL PASO | TX | 79942 | PC | EDUCATION AND OUTREACH ACTIVITIES | $7,500 | ||
| EL PASO SYMPHONY YOUTH ORCHESTRAS | ||||||||
| PO BOX 180 | EL PASO | TX | 79942 | PC | SCHOLARSHIPS FOR TUITION | $5,000 | ||
| EL PASO ZOOLOGICAL SOCIETY | ||||||||
| PO BOX 10179 | EL PASO | TX | 799950179 | PC | GIRAFFE ENCOUNTER HUT - 1ST INSTALL, | $50,000 | ||
| EL PASO ZOOLOGICAL SOCIETY | ||||||||
| PO BOX 10179 | EL PASO | TX | 799950179 | PC | FEATHERED INHABITANTS | $1,000 | ||
| NATIONAL SOC OF ARTS AND LETTERS | ||||||||
| 4122 EMORY ROAD | EL PASO | TX | 79922 | PC | ANNUAL COMPETITION COACHING COSTS | $1,000 | ||
| ROSWELL SYMPHONY ORCHESTRA | ||||||||
| 1717 WEST SECOND STREET | ROSWELL | NM | 88201 | PC | "SHADOW ORCHESTRA" PROGRAM | $2,000 | SUITE 205 | |
| SPANISH COLONIAL ARTS SOCIETY | ||||||||
| PO BOX 5378 | SANTA FE | NM | 87502 | PC | YOUTH OUTREACH PROGRAM | $3,500 | ||
| CHURCH OF ST CLEMENT | ||||||||
| 810 NORTH CAMPBELL | EL PASO | TX | 79902 | PC | MCKEE CHAPEL MAINTENANCE | $5,000 | ||
| THE WOMAN'S CLUB OF EL PASO | ||||||||
| 1400 N MESA | EL PASO | TX | 79902 | PC | HANDRAIL AND RAILING FOR BALCONY | $4,750 | ||
| NEW MEXICO STATE UNIVERSITY | ||||||||
| NMSU AGRICULTURE | LAS CRUCES | NM | 880038006 | PC | AGRICULTURE SCHOLARSHIPS | $5,000 | ||
| NEW MEXICO STATE UNIVERSITY | ||||||||
| PO BOX 3590 | LAS CRUCES | NM | 880033590 | PC | ENGINEERING SCHOLARSHIPS | $10,000 | ||
| NEW MEXICO STATE UNIVERSITY | ||||||||
| PO BOX 3001 | LAS CRUCES | NM | 880038001 | PC | HEALTH AND SOCIAL SERV. SHOLARSHIPS | $3,000 | ||
| NEW MEXICO STATE UNIV LIBRARY | ||||||||
| MSC 3475 | LAS CRUCES | NM | 880038006 | PC | ENGINEERING REFERENCE MATERIALS | $11,500 | BOX 300006 | |
| TEXAS A & M UNIVERSITY | ||||||||
| DEPT OF CONSTRUCTION SC | COLLEGE STATION | TX | 77843 | PC | CONSTRUCTION SCIENCE SCHOLARSHIPS | $5,000 | COLLEGE STATION | |
| UNIVERSITY OF NEW MEXICO | ||||||||
| MSC07 4260-1 UNM | ALBUQUERQUE | NM | 87131 | PC | CIVIL ENGINEERING SCHOLARSHIPS | $10,000 | ||
| UNIVERSITY OF TEXAS | ||||||||
| 1 UNIVERSITYSTATION C1700 | AUSTIN | TX | 787120273 | PC | ENGIN. OR ARCHITECTURAL SCHOLARSHIPS | $10,000 | ||
| UNIVERSITY OF TEXAS AT EL PASO | ||||||||
| 1100 N STANTON STE 201 | EL PASO | TX | 79902 | PC | ENGINEERING SCHOLARSHIPS | $10,000 | ||
| UNIVERSITY OF TEXAS AT EL PASO | ||||||||
| 1100 N STANTON STE 201 | EL PASO | TX | 79902 | PC | HEALTH SCIENCES SCHOLARSHIPS | $5,000 | ||
| UNIVERSITY OF TEXAS AT EL PASO | ||||||||
| 1100 N STANTON STE 201 | EL PASO | TX | 79902 | PC | BUILD NEW HEALTH & NURSING COLLEGE | $40,000 | ||
| CARLOS RIVERA ELEMENTARY PTA | ||||||||
| 6445 ESCONDIDO DR | EL PASO | TX | 79902 | PC | LANDSCAPING | $7,500 | ||
| CEDAR HILL ISD | ||||||||
| 285 UPTOWN BOULEVARD | CEDAR HILL | TX | 75104 | PC | GRANTS TO OUTSTANDING TEACHERS | $5,000 | ||
| CEDAR HILL ISD | ||||||||
| 285 UPTOWN BOULEVARD | CEDAR HILL | TX | 75104 | PC | CAMPUS GRANTS FOR SPECIFIC NEEDS | $5,000 | ||
| EL PASO ISD EDUCATION FOUNDATION | ||||||||
| 6531 BOEING DRIVE | EL PASO | TX | 79925 | PC | IMPACT GRANTS & COLLEGE SCHOLARSHIPS | $2,500 | ||
| INDEP ELECTRICAL CONTRACTORS | ||||||||
| PO BOX 16378 | LAS CRUCES | NM | 88004 | NC | BUILD 10 LAB WORK STATIONS | $10,000 | SOUTHERN NM CHAPTER | |
| LAKEHILL PREPARATORY SCHOOL | ||||||||
| 2720 HILLSIDE DRIVE | DALLAS | TX | 75214 | PC | IPADS FOR TEACHERS | $2,500 | ||
| OAK HILL ACADEMY | ||||||||
| 9407 MIDWAY ROAD | DALLAS | TX | 75220 | PC | 12 LAPTOPS WITH VIRUS SECURITY | $6,924 | ||
| POLK ELEMENTARY PTA | ||||||||
| 940 BELVIDERE | EL PASO | TX | 79912 | PC | SUPPORT OUTDOOR LEARNING ENVIRONMENT | $5,000 | ||
| STATE FAIR OF TEXAS | ||||||||
| PO BOX 150009 | DALLAS | TX | 75315 | PC | COLLEGE SCHOLARSHIPS | $7,500 | ||
| SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | PC | 3 SYRINGE PUMPS | $9,000 | ||
| UNIVERSITY MEDICAL CTR FOUNDATION | ||||||||
| 1400 HARDAWAY SUITE 220 | EL PASO | TX | 79903 | PC | SURVIVING CANCER PROGRAM SUPPORT | $10,000 | ||
| UMCF - EL PASO CHILDREN'S HOSPITAL | ||||||||
| 1400 HARDAWAY SUITE 220 | EL PASO | TX | 79903 | PC | MEMORIAL FOR BARBARA MCKEE WOODWARD | $2,000 | ||
| BORDER AIDS PARTNERSHIP | ||||||||
| 310 NORTH MESA 10TH FL | EL PASO | TX | 79901 | PC | HIV/AIDS EDUCATION AND PREVENTION | $2,500 | ||
| EL PASO CHILD GUIDANCE CENTER | ||||||||
| 2701 E YANDELL | EL PASO | TX | 79903 | PC | MENTAL HEALTH SERVICES FOR CHILDREN | $2,500 | ||
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| PO BOX 9771 | EL PASO | TX | 79995 | PC | PROMOTION AND EXTEND SERVICES | $2,500 | ||
| AMERICAN RED CROSS | ||||||||
| 3620 ADMIRAL STREET | EL PASO | TX | 79925 | PC | MILITARY FAMILY RESILIENCY PROJECT | $3,000 | EL PASO AREA CHAPTER | |
| ASSISTANCE LEAGUE OF EL PASO | ||||||||
| PO BOX 3735 | EL PASO | TX | 79923 | PC | OPERATION SCHOOL BELL | $5,000 | ||
| CANDLELIGHTERS | ||||||||
| 1400 HARDAWAY SUITE 206 | EL PASO | TX | 79903 | PC | EMERGENCY FUNDS PROGRAM | $3,000 | ||
| CASA COURT APPOINTED SPECIAL ADVOC | ||||||||
| 500 E SAN ANTONIO | EL PASO | TX | 79901 | PC | VOLUNTEER RECRUITMENT AND TRAINING | $5,000 | SUITE 312 | |
| CHILD CRISIS CENTER OF EL PASO | ||||||||
| 2100 NORTH STEVENS | EL PASO | TX | 79930 | PC | DIRECT SHELTER SERVICES | $5,000 | ||
| CRIME STOPPERS OF EL PASO | ||||||||
| PO BOX 33 | EL PASO | TX | 79940 | PC | REWARDS | $1,500 | ||
| DOGWOOD CANYON AUDUBON CENTER | ||||||||
| 1206 WEST FM 1382 | CEDAR HILL | TX | 75104 | PC | EXPEDITION SCIENCE | $1,500 | ||
| EL PASO DRIVE A MEAL COUNCIL | ||||||||
| 4120 RIO BRAVO STREET | EL PASO | TX | 79902 | PC | MEALS TO ELDERLY OR THE HOMEBOUND | $5,000 | SUITE 218 | |
| FOREVER YOUNG SENIOR WISH ORG | ||||||||
| 701 BELLE WATLEY | COLLIERVILLE | TN | 38017 | PC | TAKE VETERANS TO EUROPE | $5,000 | ||
| GUIDE DOGS OF TEXAS INC | ||||||||
| 1503 ALLENA DR | SAN ANTONIO | TX | 78213 | PC | TRAINING AND EQUIPPING ONE GUIDE DOG | $5,000 | ||
| MAKE-A-WISH FNDN OF NORTH TEXAS | ||||||||
| PO BOX 13045 | EL PASO | TX | 79913 | PC | FULFILLING WISHES FOR CHILDREN | $3,000 | ||
| RECORDING LIBRARY OF WEST TEXAS | ||||||||
| 2012 WEST CUTHBERT | MIDLAND | TX | 79701 | PC | OPERATING SUPPORT | $3,000 | ||
| RIO BRAVO THERAPY SERVICES INC | ||||||||
| 7120 CANYON RUN DRIVE | EL PASO | TX | 79912 | PC | IMPROVEMENTS AND MAINTENANCE | $4,500 | ||
| SPECIAL OLYMPICS | ||||||||
| 4100 RIO BRAVO SUITE 311 | EL PASO | TX | 79902 | PC | EQUIPMENT, SUPPLIES, AND AWARDS | $2,500 | ||
| THE SALVATION ARMY | ||||||||
| 4300 EAST PAISANO DRIVE | EL PASO | TX | 79905 | PC | SHELTER AND FOOD PROGRAM | $5,000 | ||
| CANDLELIGHTERS OF THE EL PASO AREA | ||||||||
| 1400 HARDAWAY | EL PASO | TX | 79903 | PC | SUNSHINE / MICHELLE PROJECT | $1,000 | ||
| EL PASO TIMES SENIOR FUND | ||||||||
| PO BOX 20 | EL PASO | TX | 79901 | PC | SENIOR FUND | $1,000 | ||
| EL PASO TIMES OPERATION NOEL | ||||||||
| PO BOX 981021 | EL PASO | TX | 799981021 | PC | OPERATION NOEL | $1,000 | ||
| RESCUE MISSION OF EL PASO | ||||||||
| 1949 W PAISANO | EL PASO | TX | 79922 | PC | OPERATIONS | $1,000 | ||
| SOCIETY OF ST VINCENT DE PAUL | ||||||||
| 2104 N PIEDRAS | EL PASO | TX | 79930 | PC | OPERATIONS | $1,000 | ||
| WEST TEXAS FOOD BANK | ||||||||
| PO BOX 371263 | EL PASO | TX | 79937 | PC | OPERATIONS | $1,000 | ||
| AZTEC BOYS AND GIRLS CLUB | ||||||||
| PO BOX 488 | AZTEC | NM | 87410 | PC | TEEN CENTER AND CLUB | $7,500 | ||
| CUIDAD NUEVA COMMUNITY OUTREACH | ||||||||
| 810 N CAMPBELL | EL PASO | TX | 79902 | PC | YOUTH PROGRAMS | $15,000 | ||
| CREATIVE KIDS INC | ||||||||
| 504 SAN FRANCISCO STREET | EL PASO | TX | 79901 | PC | PROJECT AIM SUPPORT | $2,500 | ||
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 5400 SUNCREST DRIVE A-5 | EL PASO | TX | 79912 | PC | SPONSOR 4 CAMPERS AT MDA SUMMER CAMP | $3,200 | ||
| SHERIFF'S POSSE INC | ||||||||
| PO BOX 1597 | SUNLAND PARK | NM | 88063 | PC | CHRISTMAS TOY PROGRAM | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $371,374 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EL PASO ZOOLOGICAL SOCIETY | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10179 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 799950179 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GIRAFFE ENCOUNTER HUT - 2ND INSTALL. | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 13 | ExclusionCd |
| Exclusion | $5,013 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,040 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $70,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$311,700 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALE OF PUBLICATIONS | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $839 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,515 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $10,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEP ELECT CONTRACT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | DONATION | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANTS | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $650 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,850 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (17 entries)
| LOUIS B MCKEE |
| MARGARET MCKEE LUND |
| F JAMES MCKEE |
| SUSAN J MCKEE |
| SHARON HAYS HERRERA |
| JAMES T MCKEE |
| PHILIP RUSSELL MCKEE |
| HELEN LUND YANCEY |
| CHARLOTTE MCKEE COHEN |
| ROBERT E MCKEE IV |
| C STEVEN MCKEE |
| ELIZABETH MCKEE TATUM |
| LINDA HAYS GUNTER |
| R BRIAN MCKEE DVM |
| KAREN L MCKEE |
| HA AL WOODS |
| PAUL ALAN WOODS |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | AcquiredAcquiredDt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| CONVENIENCE STORE BLDG - ALBUQUERQUE, NM | $31,027 | $31,027 | ||||||
| CONVENIENCE STORE LAND - ALBUQUERQUE, NM | $18,195 | |||||||
| CONVENIENCE STORE BLDG - INGLESIDE, TX | $38,050 | $38,050 | ||||||
| CONVENIENCE STORE LAND - INGLESIDE, TX | $10,750 | |||||||
| CONVENIENCE STORE BLDG - KERRVILLE, TX | $46,692 | $46,692 | ||||||
| CONVENIENCE STORE LAND - KERRVILLE, TX | $23,379 | |||||||
| COPENHAGEN DESK & CHAIR | $918 | $918 | 1988-06-20 | S/L | 5.0000 | |||
| COPENHAGEN COMPUTER TABLE | $224 | $224 | 1994-03-31 | S/L | 5.0000 | |||
| COPENHAGEN DESK & CHAIR | $2,962 | $2,962 | 1999-07-28 | S/L | 5.0000 | |||
| COPENHAGEN CONFERENCE TABLE | $2,438 | $2,438 | 2002-02-13 | S/L | 5.0000 | |||
| IBM PERSONAL WHEELWRITER 2 | $498 | $498 | 1995-04-05 | S/L | 5.0000 | |||
| FRIDEN SE 75 POSTAGE SCALE | $1,095 | $1,095 | 1996-05-20 | S/L | 5.0000 | |||
| PANASONIC TELEPHONE SYSTEM | $3,013 | $3,013 | 1999-07-26 | S/L | 5.0000 | |||
| HP PAVILLION HPE H8Z COMPUTER | $2,254 | $295 | 2011-10-14 | S/L | 5.0000 | $451 | $451 | $451 |
| EPSON STYLUS PHOTO R2880 PRINTER | $660 | $522 | 2009-01-12 | S/L | 5.0000 | $132 | $132 | $132 |
| EPSON V750-M PRO SCANNER | $727 | $569 | 2009-02-09 | S/L | 5.0000 | $145 | $145 | $145 |
| GATEWAY DX4200-09 COMPUTER | $600 | $415 | 2009-07-13 | S/L | 5.0000 | $120 | $120 | $120 |
| HP IPS MONITOR | $308 | $75 | 2011-10-14 | S/L | 5.0000 | $62 | $62 | $62 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY - 1000 SHARES | $56,461 | $140,250 |
| AT&T - 3000 SHARES | $90,274 | $105,480 |
| BANK OF AMERICA CORP. - 1000 SHARES | $51,169 | $15,570 |
| BRYSTOL-MYERS SQUIBB CO. - 6000 SH | $160,162 | $318,900 |
| COCA-COLA COMPANY - 6000 SHARES | $123,954 | $247,860 |
| DU PONT E.I. DE NEMOURS - 3000 SH | $120,539 | $194,910 |
| EASTMAN KODAK COMPANY - 5000 SHARES | ||
| EXXONMOBIL CORP - 36600 SHARES | $204,472 | $3,703,920 |
| GENERAL ELECTRIC COMPANY - 3500 SH | $103,026 | $98,105 |
| INTEL CORPORATION - 4000 SHARES | $141,470 | $103,800 |
| JOHNSON AND JOHNSON - 3000 SHARES | $157,023 | $274,770 |
| MONDELEZ INTERNATIONAL,INC - 4000 SH | $76,595 | $141,200 |
| J.P. MORGAN CHASE & CO - 4000 SHARES | $142,757 | $233,920 |
| KRAFT FOODS GROUP, INC - 1333 SHARES | $41,396 | $71,862 |
| LOWES COMPANIES INC - 1000 SHARES | $21,032 | $49,550 |
| MICROSOFT CORPORATION - 8000 SHARES | $198,839 | $299,280 |
| PFIZER, INC - 1970 SHARES | $34,790 | $60,341 |
| ROYAL DUTCH SHELL CL A - 1000 SHARES | $57,778 | $71,270 |
| WASTE MANAGEMENT, INC - 10000 SHARES | $309,113 | $448,700 |
| AMEREN CORPORATION - 5150 SHARES | $146,206 | $186,224 |
| DOMINION RESOURCES INC. - 2000 SH | $64,312 | $129,380 |
| HAWAIIAN ELECTRIC IND INC - 14000 SH | $207,035 | $364,840 |
| PINNACLE WEST - 1000 SHARES | $41,351 | $52,920 |
| SOUTHERN COMPANY - 5000 SHARES | $172,254 | $205,550 |
| TECO ENERGY INC - 9000 SHARES | $145,096 | $155,160 |
| XCEL ENERGY INC - 9000 SHARES | $138,459 | $251,460 |
| GEN. ELECTRIC CAP 6.625 'PINES' | ||
| JP MORGAN CHASE CAP. XII (6.25%) | ||
| MERRILL LYNCH PFD. 6.45% - 2000 SH | $46,472 | $49,200 |
| PRINCIPAL FIN. GP 6.518% PFD - 2000 | $50,493 | $47,720 |
| ALLIANCEBERNSTEIN INCOME FD - 16000 | $176,662 | $114,080 |
| EATON VANCE SENIOR INC TRUST - 8000 | $71,603 | $55,280 |
| INVESCO VAN KAMPEN INC TRUST - 9000 | $73,736 | $45,360 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| CONVEN. STORE BLDG ALBUQUERQUE NM | $31,027 | $31,027 | ||
| CONVEN. STORE LAND ALBUQUERQUE NM | $18,195 | $18,195 | $18,195 | |
| CONVEN. STORE BLDG INGLESIDE TX | $38,050 | $38,050 | ||
| CONVEN. STORE LAND INGLESIDE TX | $10,750 | $10,750 | $10,750 | |
| CONVEN. STORE BLDG KERRVILLE TX | $46,692 | $46,692 | ||
| CONVEN. STORE LAND KERRVILLE TX | $23,379 | $23,379 | $23,379 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COPENHAGEN DESK & CHAIR | $918 | $918 | ||
| COPENHAGEN COMPUTER TABLE | $224 | $224 | ||
| COPENHAGEN DESK & CHAIR | $2,962 | $2,962 | ||
| COPENHAGEN CONFERENCE TABLE | $2,438 | $2,438 | ||
| IBM PERSONAL WHEELWRITER 2 | $498 | $498 | ||
| FRIDEN SE 75 POSTAGE SCALE | $1,095 | $1,095 | ||
| PANASONIC TELEPHONE SYSTEM | $3,013 | $3,013 | ||
| HP PAVILLION HPE H8Z COMPUTER | $2,254 | $746 | $1,508 | $1,508 |
| EPSON STYLUS PHOTO R2880 PRINTER | $660 | $654 | $6 | $6 |
| EPSON V750-M PRO SCANNER | $727 | $714 | $13 | $13 |
| GATEWAY DX4200-09 COMPUTER | $600 | $535 | $65 | $65 |
| HP IPS MONITOR | $308 | $137 | $171 | $171 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKS OF ART | Desc |
| BOY Book Value | $4,750 | BOYBookValueAmt |
| EOY Book Value | $4,750 | EOYBookValueAmt |
| EOYFMV | $4,750 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| OFFICE SUPPLIES,SVCS, EQUIPME | $5,627 | $2,814 | $2,814 | $2,813 |
| MEMBERSHIPS, DUES, SUBSCRIP. | $2,570 | $2,570 | $2,570 | |
| MAIL/POSTAGE | $647 | $324 | $324 | $323 |
| BANK SERVICE CHARGES | $279 | $140 | $140 | $139 |
| LICENSES/PERMITS | $284 | $142 | $142 | $142 |
| MISCELLANEOUS | $207 | $104 | $104 | $103 |
| ENTERTAINMENT | $684 | $342 | $684 | |
| BROKER/TRANSACTION FEES | $18 | $18 | $18 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALE OF PUBLICATIONS | Desc |
| Revenue And Expenses Per Books | $839 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUND OF 2009 GRANT FUNDS | Description |
| Amount | $2,698 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $5,835 | ||
| FOREIGN TAXES WITHELD | $534 | $534 | $534 |