BETA

KJ QUINN CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
KJ QUINN CHARITABLE FOUNDATION (EIN 22-2946805)
Tax period
2016-10-01 to 2017-09-30
Filed
2017-10-31
IRS object ID
201743049349100024
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-31T17:14:37-04:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592192266PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOLENCE ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16226 PRESIDENTIAL CT STE CAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP339193521ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222946805EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1K J QUINN CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line20725952BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKJQUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line112055 MAHOGANY ISLE LANEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33913ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDERICK A QUINNPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2017-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN E DOLENCE JRPreparerPersonNm
PTINP00296142PTIN
Phone2394892607PhoneNum
Preparation2017-10-31PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$146,413FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,121DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,121DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,121DividendsAdjNetIncmAmt
Total Rev And Expnss$5,121TotalRevAndExpnssAmt
Total Net Invst Incm$5,121TotalNetInvstIncmAmt
Total Adj Net Incm$5,121TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,785AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,339AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$446AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$27OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,812TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,359TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$453TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,812TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,359TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,453TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,691ExcessRevenueOverExpensesAmt
Net Investment Income$3,762NetInvestmentIncomeAmt
Adjusted Net Income$5,121AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,638CashBOYAmt
Cash EOY$853CashEOYAmt
Cash EOYFMV$853CashEOYFMVAmt
Corporate Stock BOY$72,904CorporateStockBOYAmt
Corporate Stock EOY$72,998CorporateStockEOYAmt
Corporate Stock EOYFMV$145,560CorporateStockEOYFMVAmt
Total Assets BOY$77,542TotalAssetsBOYAmt
Total Assets EOY$73,851TotalAssetsEOYAmt
Total Assets EOYFMV$146,413TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$77,542RetainedEarningBOYAmt
Retained Earning EOY$73,851RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$77,542TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$73,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$77,542TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$73,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$77,542TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,691ExcessRevenueOverExpensesAmt
Subtotal$73,851SubtotalAmt
Tot Net Ast Or Fund Balances EOY$73,851TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,448AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$135,503NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047586DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,947AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$138,238NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050254DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,765AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$139,288NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.084465DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,266AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$136,330NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.082638DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,823AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$134,455NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.117682DistributionYr5Rt
Total Distribution0.382625TotalDistributionRt
Average Distribution0.076525AverageDistributionRt
Net Vl Noncharitable Assets$139,049NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,641AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$38NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,679AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,453QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$75InvestmentIncomeExciseTaxAmt
Subtotal$75SubtotalAmt
Tax Based On Investment Income$75TaxBasedOnInvestmentIncomeAmt
Tax Due$75TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFREDERICK A QUINNIndividualWithBooksNm
Phone6178037414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112055 MAHOGANY ISLE LANEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33913ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
E LEIGH QUINN SR
3840 CHATSWORTH GREENE COURTSARASOTAFL34235PRESIDENT/TR0.00$0$0$0
SAMUEL P M GRAY
42 BOURNE POINT ROADWAREHAMMA02571SECRETARY0.00$0$0$0
ANNE L QUINN
3840 CHATSWORTH GREENE COURTSARASOTAFL34235DIRECTOR0.00$0$0$0
FREDERICK A QUINN
12055 MAHOGANY ISLE LANEFORT MYERSFL33913DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$139,615AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,551AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$141,166TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$141,166AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$139,049NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,952MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,952MinimumInvestmentReturnAmt
Tax Based On Investment Income$75TaxBasedOnInvestmentIncomeAmt
Total Tax$75TotalTaxAmt
Distributable Before Adj$6,877DistributableBeforeAdjAmt
Distributable Before Ded$6,877DistributableBeforeDedAmt
Distributable As Adjusted$6,877DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,453ExpensesAndContributionsAmt
Qualifying Distributions$7,453QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,453AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,877DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,234ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,527ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,863ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$108ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$18,732TotalExcessDistributionCyovAmt
Qualifying Distributions$7,453QualifyingDistributionsAmt
Applied To Current Year$6,877AppliedToCurrentYearAmt
Remaining Distri From Corpus$576RemainingDistriFromCorpusAmt
Total Corpus$19,308TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,234ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,074ExcessDistriCyovToNextYrAmt
Excess From Year4$4,527ExcessFromYear4Amt
Excess From Year3$4,863ExcessFromYear3Amt
Excess From Year2$108ExcessFromYear2Amt
Excess From Current Year$576ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKJ QUINN CHARITABLE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112055 MAHOGANY ISLE LANEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33913ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6178037414RecipientPhoneNum
Form And Info And MaterialsLETTER OF APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesSECOND FRIDAY IN JANUARYSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA02478PUBLICGENERAL FUND$3,000
BOSTON CATHOLIC TV CENTER
34 CHESTNUT STREETWATERTOWNMA02478PUBLICGENERAL FUND$250
HARTWICK COLLEGE
1 HARTWICK DRIVEONEONTANY13820PUBLICGENERAL FUND$250
KENNETH MCDERMIT & IVAN EATON SCHOL
PO BOX 1593NORTH HAMPTONNH03862PUBLICGENERAL FUND$500
PHILLIPS ACADEMY
180 MAIN STREETANDOVERMA01810PUBLICGENERAL FUND$250
SCHEPENS EYE INSTITUTE
20 STANIFORD STREETBOSTONMA02114PUBLICGENERAL FUND$250
SEA EDUCATION ASSOCIATION
PO BOX 6WOODS HOLEMA02543PUBLICGENERAL FUND$250
ST FRANCIS HOUSE
39 BOYLSTON STREETBOSTONMA02116PUBLICGENERAL FUND$250
SUSQUEHANNA UNIVERSITY
514 UNIVERSITY AVESELINSGROVEPA17870PUBLICGENERAL FUND$500
TILTON SCHOOL
30 SCHOOL STREETTILTONNH03276PUBLICGENERAL FUND$500
YALE UNIVERSITY
370 TEMPLE STREETNEW HAVENCT06520PUBLICGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,121ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,121ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,121TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,785Amt
Net Investment Income$1,339NetInvestmentIncomeAmt
Disbursements Charitable Prps$446DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$72,998EOYBookValueAmt
EOYFMV$145,560EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$27$20$7

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