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STEPHEN F QUILL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
STEPHEN F QUILL FAMILY FOUNDATION (EIN 20-1799716)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-01
IRS object ID
202322139349100207
Schema version
2022v5.0
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)
Return2023-08-01T07:07:19-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832002817PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Harvey & Martin PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line143 High St Suite 210AddressLine1Txt
CityNorth AndoverCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201799716EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN F QUILL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEPBusinessNameControlTxt
Phone9786887701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line143 HIGH STREET SUITE 210AddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN F QUILLPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-08-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHEN FPersonFirstNm
Person LastQUILLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN P MELIAPreparerPersonNm
PTINP00230481PTIN
Phone9786887701PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$477,380FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,835ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$355InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$355InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$355InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$152DividendsRevAndExpnssAmt
Dividends Net Invst Incm$152DividendsNetInvstIncmAmt
Dividends Adj Net Incm$152DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$134,806NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$357,311GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$134,806CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$134,806NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$138,148TotalRevAndExpnssAmt
Total Net Invst Incm$135,313TotalNetInvstIncmAmt
Total Adj Net Incm$135,313TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,815AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,815AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$973OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$973OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$270TaxesRevAndExpnssAmt
Taxes Net Invst Incm$270TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,058TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,058TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,058TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$134,090ExcessRevenueOverExpensesAmt
Net Investment Income$131,255NetInvestmentIncomeAmt
Adjusted Net Income$135,313AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$89,515CashBOYAmt
Cash EOY$477,380CashEOYAmt
Cash EOYFMV$477,380CashEOYFMVAmt
Other Investments BOY$250,538OtherInvestmentsBOYAmt
Total Assets BOY$340,053TotalAssetsBOYAmt
Total Assets EOY$477,380TotalAssetsEOYAmt
Total Assets EOYFMV$477,380TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$340,053CapitalStockBOYAmt
Capital Stock EOY$477,380CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$340,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$477,380TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$340,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$477,380TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$340,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$134,090ExcessRevenueOverExpensesAmt
Other Increases$3,237OtherIncreasesAmt
Subtotal$477,380SubtotalAmt
Tot Net Ast Or Fund Balances EOY$477,380TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AS REP BY FIDUCIARY TRUSTP2022-01-012022-01-01$93,999$105,627-$11,628-$11,628
AS REP BY FIDUCIARY TRUSTP2021-01-012022-01-01$263,312$116,878$146,434$146,434
FieldValueIRS element (for citing)
Capital Gain Net Income$134,806CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$134,806NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,824InvestmentIncomeExciseTaxAmt
Subtotal$1,824SubtotalAmt
Tax Based On Investment Income$1,824TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$2,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Overpayment$668OverpaymentAmt
Applied To ES Tax$668AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN P MELIA CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9786887701PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line143 HIGH STREET SUITE 210AddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSTEPHEN F QUILLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 GEORGE HILL ROADAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01523ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$299,040AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$194,418AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$493,458TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$493,458AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,402CashDeemedCharitableAmt
Net Vl Noncharitable Assets$486,056NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,303MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,303MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,824TaxBasedOnInvestmentIncomeAmt
Total Tax$1,824TotalTaxAmt
Distributable Before Adj$22,479DistributableBeforeAdjAmt
Distributable Before Ded$22,479DistributableBeforeDedAmt
Distributable As Adjusted$22,479DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,479DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$244,006ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$151,807ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$67,542ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,771ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,290ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$506,416TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$22,479ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$22,479ExcessDistributionCyovAppCYAmt
Total Corpus$483,937TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$221,527ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$262,410ExcessDistriCyovToNextYrAmt
Excess From Year4$151,807ExcessFromYear4Amt
Excess From Year3$67,542ExcessFromYear3Amt
Excess From Year2$36,771ExcessFromYear2Amt
Excess From Year1$6,290ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN F QUILLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$355ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$152ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$134,806ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$135,313ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$135,313TotalIncomeProducingActyAmt

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)
CategoryAccountingCategoryTxt
Amt$2,815Amt
Net Investment Income$2,815NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUST COST TO TAX BASISDesc
Amt$3,237Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY SERVICESCategoryTxt
Amt$973Amt
Net Investment Income$973NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FORM 990-PF$200$200
FORM PC$70$70