BETA

KJ QUINN CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KJ QUINN CHARITABLE FOUNDATION (EIN 22-2946805)
Tax period
2014-10-01 to 2015-09-30
Filed
2015-12-04
IRS object ID
201523389349100602
Schema version
2014v5.0
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)
Return2015-12-04T15:08:54-06:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592192266PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOLENCE PETERS & COMPANY CPASBusinessNameLine1Txt

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 Begin2014-10-01TaxPeriodBeginDt

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 QUINNPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2015-12-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANFORD PETERS IIIPreparerPersonNm
PTINP01209851PTIN
Phone2394892607PhoneNum
Preparation2015-12-04PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$133,755FMVAssetsEOYAmt
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$4,976DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,976DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,976DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,398NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,354GrossSalesPriceAmt
Total Rev And Expnss$9,374TotalRevAndExpnssAmt
Total Net Invst Incm$4,976TotalNetInvstIncmAmt
Total Adj Net Incm$4,976TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,313AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$437AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,790TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,343TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$447TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,290TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,343TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,947TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,084ExcessRevenueOverExpensesAmt
Net Investment Income$3,633NetInvestmentIncomeAmt
Adjusted Net Income$4,976AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$728CashBOYAmt
Cash EOY$2,653CashEOYAmt
Cash EOYFMV$2,653CashEOYFMVAmt
Corporate Stock BOY$79,620CorporateStockBOYAmt
Corporate Stock EOY$78,779CorporateStockEOYAmt
Corporate Stock EOYFMV$131,102CorporateStockEOYFMVAmt
Total Assets BOY$80,348TotalAssetsBOYAmt
Total Assets EOY$81,432TotalAssetsEOYAmt
Total Assets EOYFMV$133,755TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$232,416CapitalStockBOYAmt
Retained Earning BOY-$152,068RetainedEarningBOYAmt
Retained Earning EOY$81,432RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$80,348TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$81,432TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,348TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$81,432TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,348TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,084ExcessRevenueOverExpensesAmt
Subtotal$81,432SubtotalAmt
Tot Net Ast Or Fund Balances EOY$81,432TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,765AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$139,288NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.084465DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,266AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$136,330NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082638DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,823AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$134,455NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.117682DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,977AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$144,108NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.076172DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,486AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$146,874NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.078203DistributionYr5Rt
Total Distribution0.439160TotalDistributionRt
Average Distribution0.087832AverageDistributionRt
Net Vl Noncharitable Assets$138,238NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,142AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$36NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,178AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,947QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$73InvestmentIncomeExciseTaxAmt
Subtotal$73SubtotalAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Tax Due$73TaxDueAmt

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$138,672AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,671AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$140,343TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$140,343AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,105CashDeemedCharitableAmt
Net Vl Noncharitable Assets$138,238NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,912MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,912MinimumInvestmentReturnAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Total Tax$73TotalTaxAmt
Distributable Before Adj$6,839DistributableBeforeAdjAmt
Distributable Before Ded$6,839DistributableBeforeDedAmt
Distributable As Adjusted$6,839DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,947ExpensesAndContributionsAmt
Qualifying Distributions$6,947QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,947AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,839DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,332ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,831ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,234ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,527ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,863ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,787TotalExcessDistributionCyovAmt
Qualifying Distributions$6,947QualifyingDistributionsAmt
Applied To Current Year$6,839AppliedToCurrentYearAmt
Remaining Distri From Corpus$108RemainingDistriFromCorpusAmt
Total Corpus$26,895TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,332ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$22,563ExcessDistriCyovToNextYrAmt
Excess From Year4$3,831ExcessFromYear4Amt
Excess From Year3$9,234ExcessFromYear3Amt
Excess From Year2$4,527ExcessFromYear2Amt
Excess From Year1$4,863ExcessFromYear1Amt
Excess From Current Year$108ExcessFromCurrentYearAmt

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
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 AVENUESELINSGROVEPA17870PUBLICGENERAL FUND$500
TILTON SCHOOL
30 SCHOOL STREETTILTONNH03276PUBLICGENERAL FUND$500
TRUSTEES PHILLIPS ACADEMY
180 MAIN STREETANDOVERMA01810PUBLICGENERAL FUND$250
WINNICUNNET HIGH SCHOOL
1 ALUMNI DRIVEHAMPTONNH03842PUBLICGENERAL 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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,976ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,398ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,374ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,374TotalIncomeProducingActyAmt

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$1,750Amt
Net Investment Income$1,313NetInvestmentIncomeAmt
Disbursements Charitable Prps$437DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
INTEL CORP2013-04PURCHASE2015-05$8,054$3,585$4,469
LORD ABBETT BOND - DEBENTURE2013-12PURCHASE2014-10$4,000$4,030-$30
LORD ABBETT INVT TR2013-12PURCHASE2014-11$1,300$1,341-$41

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$78,779EOYBookValueAmt
EOYFMV$131,102EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$40$30$10

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