ROBERT E & EVELYN MCKEE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E & EVELYN MCKEE FOUNDATION (EIN 74-6036675)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201311299349101451
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T12:11:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261159690 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIBSON RUDDOCK PATTERSON LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUNLAND PARK DR 6-300 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746036675 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E AND EVELYN MCKEE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 9155814025 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5835 CROMO DRIVE NO 1 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 799125501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS MCKEE | Name |
| Title | PRESIDENT | Title |
| Phone | 9155814025 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA YEAGER | Name |
| PTIN | P00146357 | PTIN |
| Phone | 9153563700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7429493 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 13146 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13146 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 13146 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 235533 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 235533 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 235533 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 49751 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 49751 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 49751 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 49751 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -170742 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 391063 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4747 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1184 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 4747 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 132935 | TotalRevenueAndExpenses |
| Total Net Investment Income | 299614 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 303177 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 67500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 60750 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 60750 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 6750 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 15657 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 14091 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 14091 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 1566 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 15357 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 13821 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 13821 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 1536 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5560 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 556 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 556 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5004 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1175 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 513 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 513 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 753 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 753 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 753 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 24763 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 19810 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 19810 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 4953 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 9902 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 8912 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 8912 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 990 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 2225 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 222 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 222 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 2003 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 19936 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 13422 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 16277 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 3659 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 162828 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 132850 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 135705 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 26461 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 328161 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 328161 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 490989 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 132850 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 135705 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 354622 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -358054 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 166764 | NetInvestmentIncome |
| Adjusted Net Income | 167472 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10 | CashBOY |
| Cash EOY | 48 | CashEOY |
| Cash EOYFMV | 48 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 166300 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 368563 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 368563 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1491 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1491 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1491 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 4365169 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3803363 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6999644 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 168093 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 115769 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 52324 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 52324 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 52324 | InvestmentsLandEtcEOYFMV |
| Land Building And Equipment Basis | 15697 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 13024 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 3426 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2673 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2673 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 4750 | OtherAssetsBOY |
| Other Assets EOY | 4750 | OtherAssetsEOY |
| Other Assets EOYFMV | 4750 | OtherAssetsEOYFMV |
| Total Assets BOY | 4593470 | TotalAssetsBOY |
| Total Assets EOY | 4233212 | TotalAssetsEOY |
| Total Assets EOYFMV | 7429493 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2204 | AccountsPayableBOY |
| Total Liabilities BOY | 2204 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4591266 | UnrestrictedBOY |
| Unrestricted EOY | 4233212 | UnrestrictedEOY |
| Total Net Assets BOY | 4591266 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4233212 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4593470 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4233212 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4591266 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -358054 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4233212 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4233212 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 857 SHARES MOTOROLA SOLUTIONS | 2011-02-01 | 2012-02-23 | 43194 | 76727 | -33533 | -33533 |
| 750 SHARES MOTOROLA MOBILITY HOLDINGS, INC | 2011-01-04 | 2012-02-23 | 29670 | 56133 | -26463 | -26463 |
| 1000 SHARES EXXON MOBILE | 2012-02-22 | 86167 | 5590 | 80577 | 80577 | |
| 1000 SHARES MARATHON OIL CORP | 2008-09-29 | 2012-02-21 | 34195 | 22982 | 11213 | 11213 |
| 500 SHARES MARATHON PETROLEUM CORP | 2008-09-29 | 2012-02-21 | 21469 | 15546 | 5923 | 5923 |
| 4000 SHARES MIPS TECHNOLOGIES | 2012-02-21 | 25044 | 154484 | -129440 | -129440 | |
| KRAFT FOODS GROUP INC - CASH IN LIEU OF FRACTIONAL SHARES | 2012-10-16 | 15 | 10 | 5 | 5 | |
| 2000 WACHOVIA 6.375% PFD - CALLED | 2007-09-24 | 2012-06-15 | 50000 | 47102 | 2898 | 2898 |
| 1800 UNITED ONLINE | 2012-02-21 | 9984 | 91906 | -81922 | -81922 | |
| 2000 FLEET CAP. TR 1X (6%) | 2003-05-07 | 2012-07-25 | 50000 | 50000 | 0 | 0 |
| 1653 GE CAPITAL 6.625 PINES | 2002-06-13 | 2012-11-01 | 41325 | 41325 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -170742 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 350333 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7146090 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049024 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 304632 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6323764 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048173 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 425373 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6103479 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.069694 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 476575 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7452069 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063952 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 453870 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8390975 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054090 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.284933 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056987 | AverageDistributionRatio |
| Net Noncharitable Assets | 7355916 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 419192 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1668 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 420860 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 354622 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3335 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3335 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3335 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7500 | TotalCreditsAndPayments |
| Overpayment | 4165 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 4165 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MCKEEFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | LOUIS B MCKEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9155814025 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| LOUIS B MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | PRESIDENT/TREASURER/TRUSTEE | 40.00 | 67500 | 6750 | 0 |
| MARGARET MCKEE LUND | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | SENIOR VP/TRUSTEE | 0.10 | 0 | 0 | 0 |
| F JAMES MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VICE PRESIDENT/TRUSTEE | 0.10 | 0 | 0 | 482 |
| SUSAN J MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VICE PRESIDENT/TRUSTEE | 0.10 | 0 | 0 | 626 |
| SHARON HAYS HERRERA | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VICE PRESIDENT/TRUSTEE | 0.10 | 0 | 0 | 0 |
| JAMES T MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VICE PRESIDENT/TRUSTEE | 0.10 | 0 | 0 | 0 |
| PHILIP RUSSELL MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VICE PRESIDENT/TRUSTEE | 0.10 | 0 | 0 | 401 |
| HELEN LUND YANCEY | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VICE PRESIDENT/SECRETARY/TRUSTEE | 0.10 | 0 | 0 | 0 |
| CHARLOTTE MCKEE COHEN | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | VICE PRESIDENT/ASSIST SECRETARY/TRUSTE | 0.10 | 0 | 0 | 0 |
| ROBERT E MCKEE IV | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| 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 | 550 |
| 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 | 569 |
| KAREN L MCKEE | ||||||||
| PO BOX 220599 | EL PASO | TX | 79913 | TRUSTEE | 0.10 | 0 | 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 | 735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7163621 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 242750 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 61564 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7467935 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7467935 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 112019 | CashDeemedCharitable |
| Net Noncharitable Assets | 7355916 | NetNoncharitableAssets |
| Minimum Investment Return | 367796 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 367796 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3335 | TaxBasedOnInvestmentIncome |
| Total Tax | 3335 | TotalTax |
| Distributable Amount Before Adj | 364461 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 364461 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 364461 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 354622 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 354622 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 354622 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 364461 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 38047 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 109122 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 126395 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 273564 | TotalExcessDistriCarryover |
| Qualifying Distributions | 354622 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 354622 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 9839 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 9839 | ExcessDistriCyovAppliedCY |
| Total Corpus | 263725 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 28208 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 235517 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 109122 | ExcessFromYear4 |
| Excess From Year3 | 126395 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MR LOUIS B MCKEE PRESIDENT | RecipientName |
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 Number | 9155814025 | RecipientPhoneNumber |
| Recipient Email Address | MCKEEFOUNDATION@ATT.NET | RecipientEmailAddress |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | REQUESTS FOR CONTRIBUTIONS, GIFTS AND GRANTS MUST BE SUBMITTED PRIOR TO DECEMBER 15. | SubmissionDeadlines |
| Restrictions On Awards | THE FOUNDATION AWARDS CONTRIBUTIONS, GIFTS AND GRANTS IN THE FOLLOWING CATEGORIES: CIVIC, CULTURAL AND RELIGION; EDUCATION, LITERATURE AND SCIENCE; HOSPITALS; MEDICAL, MEDICAL RESEARCH AND MENTAL HEALTH REHABILITATION AND WELFARE; YOUTH ACTIVITIES; COMMUNITY FUNDS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (52 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| EL PASO HOLOCAUST MUSEUM | ||||||
| 310 N MESA SUITE 906 | EL PASO | TX | 79901 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 |
| EL PASO KIDS-N-COMPANY | ||||||
| PO BOX 971333 | EL PASO | TX | 79997 | PUBLIC CHARITY | SUPPORT FOR THE 2012 PRODUCTION SEASON | $3,000 |
| EL PASO SYMPHONY ORCHESTRA | ||||||
| PO BOX 180 | EL PASO | TX | 79942 | PUBLIC CHARITY | 2011-2012 EDUCATION AND OUTREACH ACTIVITIES FOR CHILDREN | $1,500 |
| EL PASO SYMPHONY YOUTH ORCHESTRAS | ||||||
| PO BOX 180 | EL PASO | TX | 79942 | PUBLIC CHARITY | UNDERWRITE FINANCIAL SCHOLARSHIPS FOR THE 2011-2012 SEASON TUITION | $1,500 |
| EL PASO ZOOLOGICAL SOCIETY | ||||||
| PO BOX 10179 | EL PASO | TX | 799950179 | PUBLIC CHARITY | SECOND INSTALLMENT FOR CONSTRUCTION OF MCKEE FOUNDATION GIRAFFE VIEWING HUT | $60,000 |
| INSIGHTS EL PASO SCIENCE MUSEUM | ||||||
| 505 N SANTA FE STREET | EL PASO | TX | 79901 | PUBLIC CHARITY | SUPPORT DANNY OLIVAS EXHIBIT | $2,000 |
| KEEP EL PASO BEAUTIFUL | ||||||
| 925 PARK DRIVE | EL PASO | TX | 79902 | PUBLIC CHARITY | FUND EDUCATIONAL COORDINATOR POSITION FOR 2012 | $2,000 |
| NATIONAL SOCIETY OF ARTS AND LETTERS | ||||||
| 4122 EMORY ROAD | EL PASO | TX | 79922 | PUBLIC CHARITY | HELP WITH COST OF SOUND AND LIGHTING SYSTEM FOR NATIONAL CONVENTION | $1,000 |
| ST FRANCIS ANGLICAN CHURCH | ||||||
| 470 EAGLE DRIVE | EL PASO | TX | 79912 | RELIGIOUS | HELP WITH PURCHASE AND INSTALLATION OF EQUIPMENT AND FURNITURE FOR THEIR NEW HOME | $10,000 |
| THE CHURCH OF STCLEMENT | ||||||
| 810 N CAMPBELL | EL PASO | TX | 79902 | RELIGIOUS | MCKEE CHAPEL MAINTENANCE | $3,000 |
| WESTSIDE DISTRICT COUNCIL OF EL PASO SOCIETY OF ST VINCENT DE PAUL | ||||||
| 6006 N MESA SUITE 401 | EL PASO | TX | 79912 | PUBLIC CHARITY | HELP EXPAND CANUTILLO THRIFT STORE/FOOD PANTRY | $1,500 |
| THE WOMAN'S CLUB OF EL PASO | ||||||
| 1400 N MESA | EL PASO | TX | 79902 | PUBLIC CHARITY | REPLACE THE BOILER SYSTEM | $5,000 |
| NEW MEXICO STATE UNIVERSITY | ||||||
| NMSU AGRICULTURE | LAS CRUCES | NM | 88003 | SCHOOL | AGRICULTURE SCHOLARSHIPS | $5,000 |
| NEW MEXICO STATE UNIVERSITY | ||||||
| PO BOX 3590 | LAS CRUCES | NM | 88003 | SCHOOL | ENGINEERING SCHOLARSHIPS | $10,000 |
| NEW MEXICO STATE UNIVERSITY | ||||||
| PO BOX 3001 | LAS CRUCES | NM | 88003 | SCHOOL | HEALTH & SOCIAL SERVICES SCHOLARSHIPS | $3,000 |
| NEW MEXICO STATE UNIVERSITY LIBRARY MSC 3475 | ||||||
| BOX 30006 | LAS CRUCES | NM | 88003 | SCHOOL | PURCHASE OF ENGINEERING REFERENCE MATERIALS | $6,000 |
| TEXAS A & M UNIVERSITY | ||||||
| DEPT OF CONSTRUCTION SCIENCE | COLLEGE STATION | TX | 77843 | SCHOOL | DEPARTMENT OF CONSTRUCTION SCIENCE | $5,000 |
| UNIVERSITY OF NEW MEXICO | ||||||
| CIVIL ENGINEERING DEPT | ALBUQUERQUE | NM | 87131 | SCHOOL | CIVIL ENGINEERING SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF TEXAS | ||||||
| 1 UNIVERSITY STATION C1700 | AUSTIN | TX | 78712 | SCHOOL | CIVIL ENGINEERING OR ARCHITECTURAL SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF TEXAS AT EL PASO | ||||||
| 1100 N STANTON STE 201 | EL PASO | TX | 79902 | SCHOOL | ENGINEERING SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF TEXAS AT EL PASO | ||||||
| 1100 N STANTON STE 201 | EL PASO | TX | 79902 | SCHOOL | HEALTH SCIENCES SCHOLARSHIPS | $5,000 |
| UNIVERSITY OF TEXAS AT EL PASO | ||||||
| 1100 N STANTON STE 201 | EL PASO | TX | 79902 | SCHOOL | FOURTH YEAR - HELP BUILD A NEW COLLEGE OF HEALTH SCIENCES & SCHOOL OF NURSING COMPLEX | $40,000 |
| CARLOS RIVERA ELEMENTARY PTA | ||||||
| 6445 ESCONDIDO DR | EL PASO | TX | 79902 | SCHOOL | PURCHASE OF OUTDOOR BENCHES, TABLES, AND KIDS CENTER | $7,500 |
| THE LAUREL SCHOOL | ||||||
| 350 NINTH AVENUE | SAN FRANCISCO | CA | 94118 | SCHOOL | PURCHASE OF IPADS AND ASSISTIVE TECHNOLOGY FOR STUDENTS WITH LEARNING DISABILITIES | $7,500 |
| POLK ELEMENTARY PTA | ||||||
| 940 BELVIDERE | EL PASO | TX | 79912 | SCHOOL | SUPPORT THE OUTDOOR LEARNING ENVIRONMENT (OLE) PROJECT | $10,000 |
| REAL SCHOOL GARDENS | ||||||
| 503 BRYAN AVENUE | FORT WORTH | TX | 79104 | SCHOOL | ESTABLISH IMPACTFUL SUSTAINABLE OUTDOOR LEARNING PROGRAMS IN 7 HIGH-POVERTY ELEMENTARY SCHOOLS | $2,500 |
| STATE FAIR OF TEXAS | ||||||
| PO BOX 150009 | DALLAS | TX | 75315 | PUBLIC CHARITY | STATE FAIR SCHOLARSHIP PROGRAM | $5,000 |
| UNIVERSITY MEDICAL CENTER INFUSION CENTER | ||||||
| 4815 ALAMEDA | EL PASO | TX | 79905 | PUBLIC CHARITY | PURCHASE A BLANKETROL III COLLING BLANKET AND HELP LOW INCOME CANCER PATIENTS | $13,411 |
| BORDER AIDS PARTNERSHIP | ||||||
| 310 NORTH MESA 10TH FLOOR | EL PASO | TX | 79901 | PUBLIC CHARITY | HIV/AIDS EDUCATION AND PREVENTION IN THE US/MEXICO BORDER REGION | $2,500 |
| EL PASO CHILD GUIDANCE CENTER OF EL PASO | ||||||
| 2701 E YANDELL | EL PASO | TX | 79903 | PUBLIC CHARITY | PROVIDE MENTAL HEALTH SERVICES FOR CHILDREN AND THEIR FAMILIES | $5,000 |
| SECOND WIND FUND OF METRO DENVER | ||||||
| 13701 JEWEL AVENUE SUITE 251 | LAKEWOOD | CO | 80228 | PUBLIC CHARITY | PROVIDE EARLY INTERVENTION AND LICENSED COUNSELING FOR LOW-INCOME AT RISK YOUTH | $5,000 |
| THE POLYCYSTIC KIDNEY FOUNDATION | ||||||
| 8330 WARD PARKWAY SUITE 510 | KANSAS CITY | MO | 64114 | PUBLIC CHARITY | MILITARY FAMILIY RESILIENCY PROJECT | $250 |
| AMERICAN RED CROSS - EL PASO CHAPTER | ||||||
| PO BOX 972236 | EL PASO | TX | 79997 | PUBLIC CHARITY | OPERATION SCHOOL BELL | $3,000 |
| ASSISTANCE LEAGUE OF EL PASO | ||||||
| PO BOX 3735 | EL PASO | TX | 79923 | PUBLIC CHARITY | PROVIDE ADDITIONAL SECURITY MEASURES FOR FACILITY | $7,500 |
| BRIDGES SAFEHOUSE INC | ||||||
| PO BOX 1161 | CEDAR HILL | TX | 75106 | PUBLIC CHARITY | EMERGENCY FUNDS PROGRAM | $3,000 |
| CANDLELIGHTERS | ||||||
| 1400 HARDAWAY SUITE 206 | EL PASO | TX | 79903 | PUBLIC CHARITY | SUPPORT DIRECT SHELTER SERVICES | $2,500 |
| CASA - COURT APPOINTED SPECIAL ADVOCATES OF EL PASO | ||||||
| 500 E SAN ANTONIO SUITE 312 | EL PASO | TX | 79901 | PUBLIC CHARITY | REWARD MONEY | $2,500 |
| CHILD CRISIS CENTER OF EL PASO | ||||||
| 2100 NORTH STEVENS | EL PASO | TX | 79930 | PUBLIC CHARITY | TAKE PACIFIC WWII VETERANS BACK TO PEARL HARBOR | $5,000 |
| CRIME STOPPERS OF EL PASO | ||||||
| PO BOX 33 | EL PASO | TX | 79940 | PUBLIC CHARITY | SUPPORT CARE, TRAINING, EQUIPPING, AND PLACING OF GUIDE DOG WITH A CLIENT | $1,500 |
| FOREVER YOUNG SENIOR WISH ORGANIZATION | ||||||
| 701 BELLE WATLEY | COLLIERVILLE | TN | 38017 | PUBLIC CHARITY | PURCHASE VETERINARY SERVICES | $5,000 |
| GUIDE DOGS OF TEXAS INC | ||||||
| 1503 ALLENA DR | SAN ANTONIO | TX | 78213 | PUBLIC CHARITY | SUPPORT CARE, TRAINING, EQUIPPING, AND PLACING OF GUIDE DOG WITH CLIENT | $5,000 |
| HOSPICE OF EL PASO INC | ||||||
| 1440 MIRACLE WAY | EL PASO | TX | 79925 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| HUMANE SOCIETY OF EL PASO | ||||||
| 4991 FRED WILSON AVENUE | EL PASO | TX | 79906 | PUBLIC CHARITY | PURCHASE VETERINARY SERVICES | $2,500 |
| KELLY MEMORIAL FOOD PANTRY | ||||||
| 801 N MESA STREET | EL PASO | TX | 79902 | PUBLIC CHARITY | COVER EXPENSE OF SHARED MAINTENANCE FEES TO THE WEST TEXAS FOOD BANK | $5,000 |
| PAGE ROBBINS ADULT DAY CARE CENTER | ||||||
| 1961 HOUSTON LEVEE ROAD | COLLIERVILLE | TN | 38017 | PUBLIC CHARITY | PURCHASE AND INSTALL AUTOMATIC/POWER DOOR OPENERS | $4,000 |
| RECORDING LIBRARY OF WEST TEXAS | ||||||
| 2012 WEST CUTBERTH | MIDLAND | TX | 79701 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,500 |
| RIO BRAVO THERAPY SERVICES INC | ||||||
| 7120 CANYON RUN DRIVE | EL PASO | TX | 79912 | PUBLIC CHARITY | FACILITY IMPROVEMENTS AND MAINTENANCE AT THERAPY LOCATION FOR DISABLED CHILDREN AND ADULTS | $2,500 |
| WESTSIDE FAMILY YMCA | ||||||
| 7145 N MESA | EL PASO | TX | 79912 | PUBLIC CHARITY | SUPPORT RENOVATION OF NEW AND IMPROVED GYMNASIUM | $3,000 |
| CIUDAD NUEVA COMMUNITY OUTREACH | ||||||
| 810 N CAMPBELL | EL PASO | TX | 79902 | PUBLIC CHARITY | SUPPORT ELEMENTARY, MIDDLE, AND HIGH SCHOOL YOUTH PROGRAMS | $10,000 |
| CREATIVE KIDS | ||||||
| 3800 N MESA SUITE A2 | EL PASO | TX | 79902 | PUBLIC CHARITY | FUND ART AND GRAPHIC DESIGN INSTRUCTORS, ART MATERIALS, ETC. | $2,500 |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 5400 SUNCREST DRIVE A-5 | EL PASO | TX | 79912 | PUBLIC CHARITY | SPONSOR CAMPERS AT THE MDA SUMMER CAMP, AGES 6-21 | $2,500 |
| SHERIFF'S POSSE INC | ||||||
| PO BOX 1597 | SUNLAND PARK | NM | 88063 | PUBLIC CHARITY | 2012 CHRISTMAS TOY PROGRAM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 328161 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTEP-COLLEGE OF HEALTH SCIENCES | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N STANTON STE 201 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | SCHOOL | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | TO HELP BUILD A NEW COLLEGE OF HEALTH SCIENCES & SCHOOL OF NURSING BLDG. | PurposeOfGrantOrContribution |
| Amount | $40,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 40000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,146 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $235,533 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $49,751 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$170,742 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| SALE OF PUBLICATIONS | 01 | $1,184 |
| GRANT FUNDING RETURNED | 01 | $3,563 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $132,435 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 132435 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANTS | Category |
| Amount | $5,560 | Amount |
| Net Investment Income | 556 | NetInvestmentIncome |
| Adjusted Net Income | 556 | AdjustedNetIncome |
| Disbursements Charitable Prps | 5004 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (20 entries)
| Description Of PropertyDescriptionOfProperty | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | RateRate | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Date AcquiredDateAcquired | Computation MethodComputationMethod | LifeLife |
|---|---|---|---|---|---|---|---|---|---|
| CONVENIENCE STORE BLDG - ALBUQUERQUE, NM | 31027 | 31027 | 0.000000000000 | 0 | 0 | 0 | |||
| CONVENIENCE STORE LAND - ALBUQUERQUE, NM | 18195 | 0.000000000000 | 0 | 0 | 0 | ||||
| CONVENIENCE STORE BLDG - INGLESIDE, TX | 38050 | 38050 | 0.000000000000 | 0 | 0 | 0 | |||
| CONVENIENCE STORE LAND - INGLESIDE, TX | 10750 | 0.000000000000 | 0 | 0 | 0 | ||||
| CONVENIENCE STORE BLDG - KERRVILLE, TX | 46692 | 46692 | 0.000000000000 | 0 | 0 | 0 | |||
| CONVENIENCE STORE LAND - KERRVILLE, TX | 23379 | 0.000000000000 | 0 | 0 | 0 | ||||
| COPENHAGEN DESK & CHAIR | 918 | 918 | 0 | 0 | 0 | 1988-06-20 | SL | 5.000000000000 | |
| COPENHAGEN COMPUTER TABLE | 224 | 224 | 0 | 0 | 0 | 1994-03-31 | SL | 5.000000000000 | |
| COPENHAGEN DESK & CHAIR | 2962 | 2962 | 0 | 0 | 0 | 1999-07-28 | SL | 5.000000000000 | |
| COPENHAGEN CONFERENCE TABLE | 2438 | 2438 | 0 | 0 | 0 | 2002-02-13 | SL | 5.000000000000 | |
| IBM PERSONAL WHEELWRITER 2 | 498 | 498 | 0 | 0 | 0 | 1995-04-05 | SL | 5.000000000000 | |
| FRIDEN SE 75 POSTAGE SCALE | 1095 | 1095 | 0 | 0 | 0 | 1996-05-20 | SL | 5.000000000000 | |
| PANASONIC TELEPHONE SYSTEM | 3013 | 3013 | 0 | 0 | 0 | 1999-07-26 | SL | 5.000000000000 | |
| DELL DIMENSION XPS GEN 4 | 2487 | 2487 | 0 | 0 | 0 | 2005-04-13 | SL | 5.000000000000 | |
| HP PAVILLION HPE H8Z COMPUTER | 2254 | 94 | 201 | 0 | 201 | 2011-10-14 | SL | 5.000000000000 | |
| HP COLOR LASERJET 2600N | 1013 | 920 | 93 | 0 | 93 | 2007-06-15 | SL | 5.000000000000 | |
| EPSON STYLUS PHOTO R2880 PRINTER | 660 | 390 | 132 | 0 | 132 | 2009-01-12 | SL | 5.000000000000 | |
| EPSON V750-M PRO SCANNER | 727 | 424 | 145 | 0 | 145 | 2009-02-09 | SL | 5.000000000000 | |
| GATEWAY DX4200-09 COMPUTER | 600 | 295 | 120 | 0 | 120 | 2009-07-13 | SL | 5.000000000000 | |
| HP IPS MONITOR | 308 | 13 | 62 | 0 | 62 | 2011-10-14 | SL | 5.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | FORM 990-PF, PART XV, LINE 2(B) 2(C) 2(D) | ReturnReference |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (33 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3M COMPANY - 1000 SHARES | 56461 | 92850 |
| AT&T - 3000 SHARES | 90274 | 101130 |
| BANK OF AMERICA CORP. - 1000 SHARES | 51169 | 11610 |
| BRYSTOL-MYERS SQUIBB CO. - 6000 SHARES | 160162 | 195540 |
| COCA-COLA COMPANY - 6000 SHARES | 123954 | 217500 |
| DU PONT E.I. DE NEMOURS - 3000 SHARES | 120539 | 134940 |
| EASTMAN KODAK COMPANY - 5000 SHARES | 320159 | 1219 |
| EXXONMOBIL CORP - 36600 SHARES | 204472 | 3167730 |
| GENERAL ELECTRIC COMPANY - 3500 SHARES | 103026 | 73465 |
| INTEL CORPORATION - 4000 SHARES | 141470 | 82480 |
| JOHNSON & JOHNSON - 3000 SHARES | 157023 | 210300 |
| MONDELEZ INTERNATIONAL, INC - 4000 SHARES | 76595 | 101800 |
| JP MORGAN CHASE & CO - 4000 SHARES | 142757 | 175880 |
| KRAFT FOODS GROUP, INC - 1333 SH | 41396 | 60612 |
| LOWES COMPANIES INC. - 1000 SHARES | 21032 | 35520 |
| MICROSOFT CORPORATION - 8000 SHARES | 198839 | 213680 |
| PFIZER, INC. - 1970 SHARES | 34790 | 49408 |
| ROYAL DUTCH SHELL CL A - 1000 SHARES | 57778 | 68950 |
| WASTE MANAGEMENT, INC - 10000 SHARES | 309113 | 337400 |
| AMEREN CORPORATION - 5150 SHARES | 146206 | 158208 |
| DOMINION RESOURCES INC. - 2000 SHARES | 64312 | 103600 |
| HAWAIIAN ELECTRIC INDUSTRIES, INC - 14000 SHARES | 207035 | 351960 |
| PINNACLE WEST - 1000 SHARES | 41351 | 50980 |
| SOUTHERN COMPANY - 5000 SHARES | 172254 | 214050 |
| TECO ENERGY INC.- 9000 SHARES | 145096 | 150840 |
| XCEL ENERGY, INC - 9000 SHARES | 138459 | 240390 |
| GEN. ELECTRIC CAP.6.625'PINES' - 347 SHARES | 8675 | 8682 |
| JP MORGAN CHASE CAP. XII (6.25%) - 2000 SHARES | 50000 | 50880 |
| MERRILL LYNCH PFD 6.45% - 2000 SHARES | 46472 | 49760 |
| PRINCIPAL FIN. GROUP 6.518% PFD. SERIES B - 2000 SHARES | 50493 | 51740 |
| ALLIANCEBERNSTEIN INCOME FUND - 16000 SHARES | 176662 | 129600 |
| EATON VANCE SENIOR INCOME TRUST - 8000 SHARES | 71603 | 60320 |
| INVESCO VAN KAMPEN SENIOR INCOME TRUST - 9000 SHARES | 73736 | 46620 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (6 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| CONVENIENCE STORE BLDG - ALBUQUERQUE, NM | 31027 | 31027 | 0 | 0 |
| CONVENIENCE STORE LAND - ALBUQUERQUE, NM | 18195 | 0 | 18195 | 18195 |
| CONVENIENCE STORE BLDG - INGLESIDE, TX | 38050 | 38050 | 0 | 0 |
| CONVENIENCE STORE LAND - INGLESIDE, TX | 10750 | 0 | 10750 | 10750 |
| CONVENIENCE STORE BLDG - KERRVILLE, TX | 46692 | 46692 | 0 | 0 |
| CONVENIENCE STORE LAND - KERRVILLE, TX | 23379 | 0 | 23379 | 23379 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (12 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| COPENHAGEN DESK & CHAIR | 918 | 918 | 0 |
| COPENHAGEN COMPUTER TABLE | 224 | 224 | 0 |
| COPENHAGEN DESK & CHAIR | 2962 | 2962 | 0 |
| COPENHAGEN CONFERENCE TABLE | 2438 | 2438 | 0 |
| IBM PERSONAL WHEELWRITER 2 | 498 | 498 | 0 |
| FRIDEN SE 75 POSTAGE SCALE | 1095 | 1095 | 0 |
| PANASONIC TELEPHONE SYSTEM | 3013 | 3013 | 0 |
| HP PAVILLION HPE H8Z COMPUTER | 2254 | 295 | 1959 |
| EPSON STYLUS PHOTO R2880 PRINTER | 660 | 522 | 138 |
| EPSON V750-M PRO SCANNER | 727 | 569 | 158 |
| GATEWAY DX4200-09 COMPUTER | 600 | 415 | 185 |
| HP IPS MONITOR | 308 | 75 | 233 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WORKS OF ART | Description |
| BOY Book Value | 4750 | BOYBookValue |
| EOY Book Value | 4750 | EOYBookValue |
| EOYFMV | 4750 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OFFICE SUPPLIES,SERVICES,EQUIPMENT RENTAL | 5896 | 2948 | 2948 | 2948 |
| INSURANCE | 4647 | 4647 | 4647 | 0 |
| MEMBERSHIPS, DUES, SUBSCRIPTIONS | 2259 | 2259 | 2259 | 0 |
| MAIL/POSTAGE | 731 | 366 | 366 | 365 |
| BANK SERVICE CHARGES | 444 | 222 | 222 | 222 |
| LICENSES/PERMITS | 134 | 67 | 67 | 67 |
| MISCELLANEOUS | 115 | 58 | 58 | 57 |
| ENTERTAINMENT | 5710 | 2855 | 5710 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| SALE OF PUBLICATIONS | 1184 | 1184 | 1184 |
| GRANT FUNDING RETURNED | 3563 | 3563 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $662 | 0 | 0 | 0 |
| FOREIGN TAXES WITHELD | $513 | 513 | 513 | 0 |