BETA

KJ QUINN CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
KJ QUINN CHARITABLE FOUNDATION (EIN 22-2946805)
Tax period
2017-10-01 to 2018-09-30
Filed
2018-10-16
IRS object ID
201832899349100508
Schema version
2017v2.3
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)
Return2018-10-16T10:49:12-04:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

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 Begin2017-10-01TaxPeriodBeginDt

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
Signature2018-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN E DOLENCE JRPreparerPersonNm
PTINP00296142PTIN
Phone2394892607PhoneNum
Preparation2018-10-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.160.4.209IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-16IPDt
IP Tm09:49:12IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF94511DCFD559821139266CBB4F6354E2B0F8B32AtSubmissionCreationDeviceId
At Submission Filing Device Id6D5A7433DFEDE49E55F34897CC68D60A0533B826AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$150,176FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,877DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,877DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,877DividendsAdjNetIncmAmt
Total Rev And Expnss$5,898TotalRevAndExpnssAmt
Total Net Invst Incm$5,898TotalNetInvstIncmAmt
Total Adj Net Incm$5,898TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,610AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,207AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$403AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$29OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,639TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,229TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$410TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,139TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,229TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,910TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,241ExcessRevenueOverExpensesAmt
Net Investment Income$4,669NetInvestmentIncomeAmt
Adjusted Net Income$5,898AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$853CashBOYAmt
Cash EOY$3,564CashEOYAmt
Cash EOYFMV$3,564CashEOYFMVAmt
Corporate Stock BOY$72,998CorporateStockBOYAmt
Corporate Stock EOY$73,614CorporateStockEOYAmt
Corporate Stock EOYFMV$146,612CorporateStockEOYFMVAmt
Total Assets BOY$73,851TotalAssetsBOYAmt
Total Assets EOY$77,178TotalAssetsEOYAmt
Total Assets EOYFMV$150,176TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$73,851RetainedEarningBOYAmt
Retained Earning EOY$77,178RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$73,851TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$77,178TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$73,851TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$77,178TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$73,851TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,241ExcessRevenueOverExpensesAmt
Other Increases$5,568OtherIncreasesAmt
Subtotal$77,178SubtotalAmt
Tot Net Ast Or Fund Balances EOY$77,178TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,453AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$139,049NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053600DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,448AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$135,503NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047586DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,947AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$138,238NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050254DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,765AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$139,288NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.084465DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,266AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$136,330NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082638DistributionYr5Rt
Total Distribution0.318543TotalDistributionRt
Average Distribution0.063709AverageDistributionRt
Net Vl Noncharitable Assets$142,657NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,089AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$47NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,136AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,910QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$93InvestmentIncomeExciseTaxAmt
Subtotal$93SubtotalAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Tax Due$93TaxDueAmt

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/TR000.00$0$0$0
SAMUEL P M GRAY
42 BOURNE POINT ROADWAREHAMMA02571SECRETARY000.00$0$0$0
ANNE L QUINN
3840 CHATSWORTH GREENE COURTSARASOTAFL34235DIRECTOR000.00$0$0$0
FREDERICK A QUINN
12055 MAHOGANY ISLE LANEFORT MYERSFL33913DIRECTOR000.00$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$142,531AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,298AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$144,829TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$144,829AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,172CashDeemedCharitableAmt
Net Vl Noncharitable Assets$142,657NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,133MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,133MinimumInvestmentReturnAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Total Tax$93TotalTaxAmt
Distributable Before Adj$7,040DistributableBeforeAdjAmt
Distributable Before Ded$7,040DistributableBeforeDedAmt
Distributable As Adjusted$7,040DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,910ExpensesAndContributionsAmt
Qualifying Distributions$6,910QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,910AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,040DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,527ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,863ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$108ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$576ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,074TotalExcessDistributionCyovAmt
Qualifying Distributions$6,910QualifyingDistributionsAmt
Applied To Current Year$6,910AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$130ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$130ExcessDistributionCyovAppCYAmt
Total Corpus$9,944TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,397ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,547ExcessDistriCyovToNextYrAmt
Excess From Year4$4,863ExcessFromYear4Amt
Excess From Year3$108ExcessFromYear3Amt
Excess From Year1$576ExcessFromYear1Amt

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$2,250
BOSTON CATHOLIC TV CENTER
34 CHESTNUT STREETWATERTOWNMA02478PUBLICGENERAL FUND$250
HARTWICK COLLEGE
1 HARTWICK DRIVEONEONTANY13820PUBLICGENERAL FUND$500
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$6,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,877ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,898ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,898TotalIncomeProducingActyAmt

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$1,610Amt
Net Investment Income$1,207NetInvestmentIncomeAmt
Disbursements Charitable Prps$403DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$73,614EOYBookValueAmt
EOYFMV$146,612EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$29$22$7

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.