Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE MCKENNEY FAMILY FOUNDATION INC
C/O DAVID M MCKENNEY
Number and street (or P.O. box number if mail is not delivered to street address)5026 GREEN PINE DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANDY SPRINGS, GA30342
A Employer identification number

13-4244290
B Telephone number (see instructions)

(404) 252-4188
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$850,753
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 105,070
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 10,368 10,368  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,954
b Gross sales price for all assets on line 6a 137,520
7 Capital gain net income (from Part IV, line 2)... 2,954
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 118,392 13,322  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,325 1,663   1,663
c Other professional fees (attach schedule).... 6,921 6,921   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 11 11   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 40 20   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,297 8,615   1,683
25 Contributions, gifts, grants paid....... 60,000 60,000
26 Total expenses and disbursements. Add lines 24 and 25 70,297 8,615   61,683
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,095
b Net investment income (if negative, enter -0-) 4,707
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 48,117 85,800 85,800
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 317,737 Click to see attachment307,463 611,065
c Investments—corporate bonds (attach schedule)....... 130,516 Click to see attachment151,243 153,888
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment41 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 496,411 544,506 850,753
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 496,411 544,506
29 Total net assets or fund balances (see instructions)..... 496,411 544,506
30 Total liabilities and net assets/fund balances (see instructions). 496,411 544,506
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
496,411
2
Enter amount from Part I, line 27a .....................
2
48,095
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
544,506
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
544,506
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a CHARLES SCHWAB NEW P 2019-04-22 2020-03-16
b ROYAL DUTCH SHELL PLC P 2019-03-13 2020-02-27
c AMERICAN TOWERS P 2018-07-18 2020-01-15
d APPLE INC P 2015-08-25 2020-12-14
e BANK OF AMERICA P 2016-01-20 2020-04-21
CHARLES SCHWAB NEW P 2016-10-24 2020-03-16
CHARLES SCHWAB NEW P 2019-02-12 2020-03-16
CHARLES SCHWAB NEW P 2019-03-13 2020-03-16
CITIGROUP INC P 2016-07-28 2020-02-18
GENL DYNAMICS CORP P 2017-04-24 2020-03-26
GENL DYNAMICS CORP P 2018-06-21 2020-03-26
GENL DYNAMICS CORP P 2019-02-11 2020-03-26
GENL DYNAMICS CORP P 2019-03-13 2020-03-26
GOLDMAN SACHS CORP P 2018-12-11 2020-11-16
HEWLETT-PACKARD P 2015-11-18 2020-07-22
HEWLETT-PACKARD P 2018-12-11 2020-07-22
ISHARES MSCI PAC EX-JPN P 2013-03-21 2020-03-12
ISHARES MSCI PAC EX-JPN P 2013-11-01 2020-03-12
ISHARES MSCI PAC EX-JPN P 2014-01-14 2020-03-12
ISHARES MSCI PAC EX-JPN P 2014-02-14 2020-03-12
ISHARES MSCI PAC EX-JPN P 2016-01-20 2020-03-12
ISHARES MSCI PAC EX-JPN P 2016-02-22 2020-03-12
ISHARES MSCI PAC EX-JPN P 2016-05-15 2020-03-12
ISHARES MSCI PAC EX-JPN P 2019-02-12 2020-03-12
ISHARES S&P MID-CAP 400 G P 2019-03-13 2020-12-14
ISHARES S&P SMALL-CAP 600 V P 2013-03-21 2020-03-16
ISHARES S&P SMALL-CAP 600 V P 2014-01-14 2020-03-16
ISHARES S&P SMALL-CAP 600 V P 2014-02-14 2020-03-16
ISHARES S&P SMALL-CAP 600 V P 2016-01-20 2020-03-16
ISHARES S&P SMALL-CAP 600 V P 2016-02-22 2020-03-16
ISHARES S&P SMALL-CAP 600 V P 2016-05-18 2020-03-16
ISHARES S&P SMALL-CAP 600 V P 2019-02-11 2020-03-16
ISHARES S&P SMALL-CAP 600 G P 2013-03-21 2020-03-19
ISHARES S&P SMALL-CAP 600 G P 2014-01-14 2020-03-19
ISHARES S&P SMALL-CAP 600 G P 2014-02-14 2020-03-19
ISHARES S&P SMALL-CAP 600 G P 2016-01-20 2020-03-19
ISHARES S&P SMALL-CAP 600 G P 2016-02-22 2020-03-19
ISHARES S&P SMALL-CAP 600 G P 2016-05-18 2020-03-19
ISHARES S&P SMALL-CAP 600 G P 2019-02-12 2020-03-19
MICROSOFT CORP P 2012-05-01 2020-12-14
PAYPAL HLDGS INC COM P 2016-05-18 2020-12-14
PNC FINL SVCS GP P 2012-01-23 2020-03-17
PNC FINL SVCS GP P 2013-03-21 2020-03-17
PNC FINL SVCS GP P 2013-11-01 2020-03-17
PNC FINL SVCS GP P 2016-01-20 2020-03-17
PNC FINL SVCS GP P 2016-05-18 2020-03-17
PNC FINL SVCS GP P 2019-02-12 2020-03-17
ROYAL DUTCH SHELL PLC P 2018-05-15 2020-02-27
ROYAL DUTCH SHELL PLC P 2018-06-21 2020-02-27
ROYAL DUTCH SHELL PLC P 2019-02-11 2020-02-27
SPDR S&P REGIONAL BANKING ETF P 2017-04-03 2020-03-05
SPDR S&P REGIONAL BANKING ETF P 2019-02-12 2020-03-05
UNITED TECHNOLOGIES CORP P 2011-06-29 2020-03-19
UNITED TECHNOLOGIES CORP P 2011-08-10 2020-03-19
UNITED TECHNOLOGIES CORP P 2013-03-21 2020-03-19
UNITED TECHNOLOGIES CORP P 2014-01-14 2020-03-19
UNITED TECHNOLOGIES CORP P 2014-02-14 2020-03-19
UNITED TECHNOLOGIES CORP P 2016-01-20 2020-03-19
UNITED TECHNOLOGIES CORP P 2016-02-22 2020-03-19
UNITED TECHNOLOGIES CORP P 2016-05-18 2020-03-19
UNITED TECHNOLOGIES CORP P 2019-02-12 2020-03-19
VANGUARD FTSE DEVELOPED MKTS E P 2016-02-22 2020-03-12
VANGUARD FTSE DEVELOPED MKTS E P 2016-05-18 2020-03-12
VANGUARD FTSE DEVELOPED MKTS E P 2017-09-29 2020-03-12
VANGUARD FTSE DEVELOPED MKTS E P 2019-02-11 2020-03-12
ISHARES MSCI PAC EX-JPN P 2011-06-29 2020-03-12
ISHARES MSCI PAC EX-JPN P 2011-08-10 2020-03-12
ISHARES MSCI PAC EX-JPN P 2011-12-01 2020-03-12
ISHARES S&P SMALL-CAP 600 V P 2011-06-29 2020-03-16
ISHARES S&P SMALL-CAP 600 V P 2011-08-10 2020-03-16
ISHARES S&P SMALL-CAP 600 V P 2011-12-01 2020-03-16
ISHARES SMALL CAP 600 G ETF P 2011-06-29 2020-03-19
ISHARES SMALL CAP 600 G ETF P 2011-08-10 2020-03-19
ISHARES SMALL CAP 600 G ETF P 2011-12-01 2020-03-19
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,096   1,585 -489
b 224   312 -88
c 10,671   10,389 282
d 2,087   455 1,632
e 10,000   9,752 248
3,132   3,225 -93
313   459 -146
313   444 -131
10,000   10,000 0
1,802   2,686 -884
644   941 -297
386   513 -127
1,030   1,370 -340
10,000   9,570 430
10,125   10,030 95
5,063   5,027 36
340   491 -151
102   149 -47
645   872 -227
238   326 -88
578   559 19
1,053   1,125 -72
1,529   1,753 -224
679   888 -209
1,053   818 235
1,375   1,262 113
1,276   1,433 -157
491   543 -52
1,473   1,399 74
589   614 -25
1,669   1,902 -233
491   743 -252
1,981   1,497 484
743   705 38
991   923 68
619   543 76
991   921 70
2,724   2,696 28
619   899 -280
1,512   226 1,286
1,113   196 917
914   598 316
1,920   1,396 524
274   221 53
640   580 60
731   700 31
549   738 -189
2,238   3,640 -1,402
671   1,001 -330
224   312 -88
2,704   3,134 -430
559   663 -104
1,223   1,301 -78
815   688 127
734   837 -103
245   337 -92
163   226 -63
815   837 -22
652   717 -65
815   998 -183
815   1,239 -424
4,483   4,776 -293
1,761   1,989 -228
2,722   3,688 -966
320   393 -73
849   1,159 -310
679   815 -136
102   125 -23
4,909   3,651 1,258
2,455   1,548 907
491   343 148
6,192   3,967 2,225
2,477   1,337 1,140
619   371 248
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -489
b       -88
c       282
d       1,632
e       248
      -93
      -146
      -131
      0
      -884
      -297
      -127
      -340
      430
      95
      36
      -151
      -47
      -227
      -88
      19
      -72
      -224
      -209
      235
      113
      -157
      -52
      74
      -25
      -233
      -252
      484
      38
      68
      76
      70
      28
      -280
      1,286
      917
      316
      524
      53
      60
      31
      -189
      -1,402
      -330
      -88
      -430
      -104
      -78
      127
      -103
      -92
      -63
      -22
      -65
      -183
      -424
      -293
      -228
      -966
      -73
      -310
      -136
      -23
      1,258
      907
      148
      2,225
      1,140
      248
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,954
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 65
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 65
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 65
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 768
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 768
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 703
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet703 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID M MCKENNEY Telephone no.bullet (404) 252-4188

    Located atbullet5026 GREEN PINE DRIVESANDY SPRINGSGA ZIP+4bullet30342
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID M MCKENNEY PRES, TREASURER, TRUSTEE
    0.08
    0 0 0
    5026 GREEN PINE DRIVE
    SANDY SPRINGS,GA30342
    SARAH H MCKENNEY SECRETARY, TRUSTEE
    0.08
    0 0 0
    5026 GREEN PINE DRIVE
    SANDY SPRINGS,GA30342
    JOHN MORTON MCKENNEY TRUSTEE
    0.04
    0 0 0
    6060 RIVER CHASE CIRCLE
    SANDY SPRINGS,GA30328
    SUSAN MCKENNEY HINES TRUSTEE
    0.04
    0 0 0
    1050 MARYHILL COURT
    KENNESAW,GA30152
    JANINE MCKENNEY TRUSTEE
    0.04
    0 0 0
    6060 RIVER CHASE CIRCLE
    SANDY SPRINGS,GA30328
    DAVID N HINES TRUSTEE
    0.04
    0 0 0
    1050 MARYHILL COURT
    KENNESAW,GA30152
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    617,882
    b
    Average of monthly cash balances.......................
    1b
    118,682
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    736,564
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    736,564
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    11,048
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    725,516
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    36,276
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    36,276
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    65
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    65
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    36,211
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    36,211
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    36,211
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    61,683
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    61,683
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    61,683
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 36,211
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 13,756
    b From 2016...... 24,922
    c From 2017...... 27,901
    d From 2018...... 26,938
    e From 2019...... 26,650
    fTotal of lines 3a through e........ 120,167
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 61,683
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 36,211
    e Remaining amount distributed out of corpus 25,472
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 145,639
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    13,756
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    131,883
    10 Analysis of line 9:
    a Excess from 2016.... 24,922
    b Excess from 2017.... 27,901
    c Excess from 2018.... 26,938
    d Excess from 2019.... 26,650
    e Excess from 2020.... 25,472
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID M MCKENNEY
    SARAH H MCKENNEY
    JOHN MORTON MCKENNEY
    SUSAN MCKENNEY HINES
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ATLANTA COMMUNITY FOOD BANK
    3400 NORTH DESERT DRIVE
    ATLANTA,GA30344
    N/A PC TO COLLECT AND DISTRIBUTE DONATED FOOD TO INDIVIDUALS AND FAMILIES IN NEED ACROSS THE ATLANTA AND NORTH GEORGIA AREAS. 7,500
    BLUE SKIES MINISTRIES INC
    1000 WHITLOCK AVENUE SUITE 320234
    MARIETTA,GA30064
    N/A PC TO SUPPORT RETREATS FOR FAMILIES LIVING THROUGH PEDIATRIC CANCER. 4,000
    CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
    1577 NORTHEAST EXPRESSWAY SUITE A
    ATLANTA,GA30329
    N/A PC TO SUPPORT CYSTIC FIBROSIS RESEARCH. 5,000
    CITY OF REFUGE
    1300 JOSEPH E BOONE BOULEVARD
    ATLANTA,GA30314
    N/A PC TO SUPPORT THE MISSION OF BRINGING LIGHT, HOPE AND TRANSFORMATION TO INDIVIDUALS AND FAMILIES IN ATLANTA. 7,500
    FCS PRIDE FOR PARENTS
    PO BOX 17628
    ATLANTA,GA30316
    N/A PC TO PROVIDE OPPORTUNITIES FOR FAMILIES LIVING IN SOUTH ATLANTA TO SHOP FOR THEIR FAMILIES AT A GREATLY REDUCED PRICE. 5,000
    FOLDS OF HONOR
    5800 NORTH PATRIOT DRIVE
    OWASSO,OK74055
    N/A PC TO HELP PROVIDE POST-SECONDARY EDUCATIONAL SCHOLARSHIPS FOR CHILDREN AND SPOUSES OF MILITARY SERVICE MEN AND WOMEN KILLED OR DISABLED WHILE SERVING OUR GREAT NATION. 5,000
    MEALS ON WHEELS
    1705 COMMERCE DRIVE NW
    ATLANTA,GA30318
    N/A PC TO PROVIDE NUTRITIONAL SUPPORT AND HOME DELIVIERED MEALS TO OLDER ADULTS. 1,000
    MUST MINISTRIES
    PO BOX 1717
    MARIETTA,GA30061
    N/A PC TO PROVIDE FOOD AND ECONOMIC SUPPORT TO RESIDENTS OF COBB AND NEIGHBORING COUNTIES. 7,500
    SALVATION ARMY
    1000 CENTER PL
    NORCROSS,GA30093
    N/A PC TO HELP MEET CRITICAL NEEDS FOR MEN, WOMEN, CHILDREN, AND VETERANS. 5,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607
    N/A PC TO SUPPORT THE MISSION OF SAMARITAN'S PURSE AS THEY WORK IN AREAS OF CRISIS. 5,000
    SHEPHERD CENTER FOUNDATION
    2020 PEACHTREE ROAD NW
    ATLANTA,GA30309
    N/A PC TO PROVIDE COMPREHENSIVE CARE TO OUR SERVICE MEMBERS IN DEALING WITH PHYSICAL, BEHAVIORAL, AND EMOTIONAL DIFFICULTIES CAUSED BY TRAUMATIC BRAIN INJURIES. 2,500
    WELLSPRING LIVING
    100 EDGEWOOD AVENUE NE SUITE 750
    ATLANTA,GA30303
    N/A PC TO SERVE SURVIVORS OF SEX TRAFFICKING AND THOSE WHO ARE VULNERABLE TO EXPLOITATION. 5,000
    Total .................................bullet 3a 60,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 10,368  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 2,954  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 13,322 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,322
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE MCKENNEY FAMILY FOUNDATION INC
    C/O DAVID M MCKENNEY
    Employer identification number

    13-4244290
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE MCKENNEY FAMILY FOUNDATION INC
    C/O DAVID M MCKENNEY
    Employer identification number
    13-4244290
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    DAVID M MCKENNEY
     
    5026 GREEN PINE DRIVE
     
    SANDY SPRINGS, GA30342

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    JOHN M MCKENNEY
     
    6060 RIVER CHASE CIRCLE
     
    SANDY SPRINGS, GA30328

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    SUSAN MCKENNEY HINES
     
    1050 MARYHILL COURT
     
    KENNESAW, GA30152

    $ 5,070


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE MCKENNEY FAMILY FOUNDATION INC
    C/O DAVID M MCKENNEY
    Employer identification number

    13-4244290
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    42 SHARES OF APPLE INC. $ 5,070 2020-10-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE MCKENNEY FAMILY FOUNDATION INC
    C/O DAVID M MCKENNEY
    Employer identification number

    13-4244290
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE MCKENNEY FAMILY FOUNDATION INC
     
    C/O DAVID M MCKENNEY
    EIN:
    13-4244290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,325 1,663   1,663

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE MCKENNEY FAMILY FOUNDATION INC
     
    C/O DAVID M MCKENNEY
    EIN:
    13-4244290
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NORTHROP GRUMMAN CORP 15,117 15,248
    CONSTELLATION BRANDS INC 15,188 15,256
    AMERICAN EXPRESS CO 15,145 15,192
    ORACLE CORP 15,251 15,401
    BOEING CO 15,111 15,258
    SOUTHERN POWER CO 9,812 10,196
    MARRIOTT INTERNATIONAL INC 14,411 15,356
    JPMORGAN CHASE & CO 15,751 15,962
    GOLDMAN SACHS GROUP INC 15,144 15,203
    VERIZON COMMUNICATIONS INC 4,874 5,187
    WELLS FARGO & CO 15,439 15,629

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE MCKENNEY FAMILY FOUNDATION INC
     
    C/O DAVID M MCKENNEY
    EIN:
    13-4244290
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADD'L BASIS ON DONATED STOCK 37,579 0
    ALIBABA GROUP HLDG LTD 10,500 11,637
    ALPHABET INC CL A 6,710 17,526
    ALPHABET INC CL C 782 3,504
    AMAZON COM INC 3,120 35,826
    AMERICAN TOWER REIT COM 3,120 9,203
    APPLE INC 2,292 48,432
    AT&T INC 9,495 8,628
    BANK OF AMERICA CORP 10,875 12,124
    BAXTER INTL INC 7,006 10,431
    BLACKROCK INC 5,249 13,709
    BRISTOL MYERS SQUIBB CO 10,253 10,545
    CHEVRON CORP 8,295 6,756
    COMCAST CORP CLASS A 7,007 11,004
    COSTCO WHOLESALE CORP NEW 6,646 18,839
    FACEBOOK INC CL-A 5,659 13,385
    FIDELITY NATL INFORMATION SE 5,183 8,488
    HOME DEPOT INC 3,779 15,937
    HONEYWELL INTERNATIONAL INC 3,260 10,635
    INTL BUSINESS MACHINES CORP 3,995 4,280
    JOHNSON & JOHNSON 8,182 9,443
    JPMORGAN CHASE & CO 7,120 15,248
    LOCKHEED MARTIN CORP 6,890 9,939
    MCDONALDS CORP 11,225 14,377
    MERICK & CO INC NEW COM 8,711 11,452
    MICROSOFT CORP 4,658 40,036
    NEXTERA ENERGY INC 4,054 12,344
    ORACLE CORP 5,451 9,704
    PALO ALTO NETWORKS INC 4,033 5,686
    PAYPAL HLDGS INC COM 2,242 16,394
    PEPSICO INC 6,300 14,089
    SOUTHERN CO 7,060 7,679
    STARBUCKS CORP WASHINGTON 4,901 6,419
    STRYKER CORP 5,732 7,351
    TARGET CORPORATION 8,768 18,536
    THERMO FISHER SCIENTIFIC 4,400 22,357
    UNITEDHEALTH GP INC 4,660 17,534
    VISA INC CL A 4,594 12,030
    WALT DISNEY CO HLDG CO 4,387 12,683
    ISHARES NASDAQ BIOTECH ETF 3,570 6,817
    ISHARES S&P MID-CAP 400 G ETF 15,023 33,582
    ISHARES S&P MID-CAP 400 V ETF 17,739 29,342
    SPDR GOLD TR GOLD SHS 6,958 7,134

    TY 2020 OtherAssetsSchedule
    Name:
    THE MCKENNEY FAMILY FOUNDATION INC
     
    C/O DAVID M MCKENNEY
    EIN:
    13-4244290
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 41 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    THE MCKENNEY FAMILY FOUNDATION INC
     
    C/O DAVID M MCKENNEY
    EIN:
    13-4244290
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE REGISTRATION FEE 40 20   20


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE MCKENNEY FAMILY FOUNDATION INC
     
    C/O DAVID M MCKENNEY
    EIN:
    13-4244290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 6,921 6,921   0


    TY 2020 TaxesSchedule
    Name:
    THE MCKENNEY FAMILY FOUNDATION INC
     
    C/O DAVID M MCKENNEY
    EIN:
    13-4244290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 11 11   0