-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
18
Open to Public Inspection
For calendar year 2018, or tax year beginning
01-01-2018
, and ending
12-31-2018
Name of foundation
ROBERT D & MARGARET W QUIN FDN
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 2907 - TRUST TAX DEPT
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON
,
NC
278942907
A Employer identification number
24-6019619
B
Telephone number (see instructions)
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
667,076
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
17,940
17,940
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
59,942
b
Gross sales price for all assets on line 6a
423,342
7
Capital gain net income (from Part IV, line 2)
...
59,942
8
Net short-term capital gain
.........
0
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
........
77,882
77,882
13
Compensation of officers, directors, trustees, etc.
8,193
8,193
8,193
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
65
65
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
2,544
451
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
1
1
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
10,803
8,645
0
8,258
25
Contributions, gifts, grants paid
.......
34,264
34,264
26
Total expenses and disbursements.
Add lines 24 and 25
45,067
8,645
0
42,522
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
32,815
b
Net investment income
(if negative, enter -0-)
69,237
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2018)
Form 990-PF (2018)
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
1
Cash—non-interest-bearing
.............
812
2,053
2,053
2
Savings and temporary cash investments
.........
10,566
31,709
31,709
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
30
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
409,085
407,650
439,783
c
Investments—corporate bonds (attach schedule)
.......
185,702
176,591
174,734
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
21,629
18,797
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
606,195
639,632
667,076
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
606,195
639,632
28
Paid-in or capital surplus, or land, bldg., and equipment fund
29
Retained earnings, accumulated income, endowment, or other funds
30
Total net assets or fund balances
(see instructions)
.....
606,195
639,632
31
Total liabilities and net assets/fund balances
(see instructions)
.
606,195
639,632
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 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
606,195
2
Enter amount from Part I, line 27a
.....................
2
32,815
3
Other increases not included in line 2 (itemize)
3
622
4
Add lines 1, 2, and 3
..........................
4
639,632
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
639,632
Form
990-PF
(2018)
Form 990-PF (2018)
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
247.463 JANUS HENDERSON INTERNATIONAL OPPT I CUSIP CHG TO 47103X278 EF
2017-05-25
2018-01-09
b
1393.022 JANUS HENDERSON INTERNATIONAL OPPT I CUSIP CHG TO 47103X278 E
2011-11-18
2018-01-09
c
428.168 JANUS HENDERSON INTERNATIONAL OPPT I CUSIP CHG TO 47103X278 EF
2017-10-03
2018-01-09
d
45. DR PEPPER SNAPPLE GROUP INC
2015-11-11
2018-02-02
e
15. JOHNSON + JOHNSON COM STK
2009-07-07
2018-03-12
60. TORCHMARK CORP
2013-05-23
2018-03-12
15. UNITEDHEALTH GROUP
2015-07-17
2018-03-12
5000. ANHEUSER-BUSCH INBEV FIN DTD 01/25/2016
2017-07-31
2018-03-20
5000. APPLE INC DTD 05/06/2014 3.45% 05/06/202
2014-05-19
2018-03-20
5000. BP CAPITAL MARKETS PLC DTD 09/16/2016 3.
2017-08-08
2018-03-20
5000. BERKSHIRE HATHAWAY INC DTD 3/15/2016 3.1
2016-06-13
2018-03-20
5000. DEERE & CO 2.600% 06/08/22
2012-06-06
2018-03-20
10000. FED NATL MTG ASSN 0.875% 05/21/18
2013-04-30
2018-03-20
10000. FED NATL MTG ASSN 1.625% 11/27/18
2013-12-23
2018-03-20
5000. FED HOME LN MTG CORP 1.750% 05/30/19
2012-07-18
2018-03-20
5000. FED HOME LN MTG CORP 1.250% 08/01/19
2012-11-29
2018-03-20
5000. FED HOME LN MTG CORP 1.250% 10/02/19
2014-10-06
2018-03-20
5000. HOME DEPOT INC DTD 12/19/2006 5.875% 12/
2016-09-27
2018-03-20
5000. JPMORGAN CHASE & CO 3.200% 01/25/23
2013-01-24
2018-03-20
5000. MANULIFE FINL CORP DTD 03/04/2016 4.15%
2017-06-05
2018-03-20
5000. PNC FUNDING CORP DTD 02/08/10 5.125% 02/
2017-06-12
2018-03-20
5000. PEPSICO INC 3.125% 11/01/20
2010-10-27
2018-03-20
5000. US TREASURY BOND DTD 02/15/2006 4.5% 02/
2015-12-10
2018-03-20
5000. US TREASURY BOND DTD 02/15/2017 3% 02/15
2017-03-13
2018-03-20
10000. US TREASURY NOTE DTD 10/02/2017 2.125% 0
2017-10-23
2018-03-20
5000. U S TREASURY NOTES 1.500% 01/31/19
2014-02-25
2018-03-20
5000. US TREASURY NOTE DTD 02/18/2014 2.75% 02
2014-04-25
2018-03-20
5000. U S TREASURY NOTES 2.000% 02/28/21
2014-03-18
2018-03-20
5.55 US TREASURY INFL IX BD DTD 04/30/2014 .1
2018-03-20
2018-03-20
5273.35 US TREASURY INFL IX BD DTD 04/30/2014 .1
2014-06-26
2018-03-20
5000. US TREASURY NOTE DTD 08/15/2014 2.375% 0
2014-12-23
2018-03-20
5000. US TREASURY NOTE DTD 11/17/2014 2.25% 11
2014-12-01
2018-03-20
5000. US TREASURY NOTE DTD 11/16/2015 2.25% 11
2017-11-29
2018-03-20
5000. US TREASURY NOTE DTD 05/31/2011 2.375% 0
2017-04-04
2018-03-20
5482.45 US TREASURY INFL BD DTD 07/29/2011 .625%
2012-11-08
2018-03-20
5.75 US TREASURY INFL BD DTD 07/29/2011 .625%
2018-03-20
2018-03-20
5000. U S TREASURY NOTES 1.250% 10/31/19
2017-04-10
2018-03-20
5000. US TREASURY NOTE DTD 02/15/2017 2.25% 02
2017-04-10
2018-03-20
5000. US TREASURY NOTE DTD 09/03/2013 2.125% 0
2014-02-06
2018-03-20
5000. US TREASURY NOTE DTD 06/30/2014 1.625% 0
2017-08-30
2018-03-20
5000. VISA INC DTD 12/14/2015 2.8% 12/14/2022
2016-05-25
2018-03-20
5000. WALMART INC DTD 04/11/2013 CALLABLE 2.55
2013-04-23
2018-03-20
44.063 HARTFORD MIDCAP FUND-Y CLOSE TO NEW EFF
2017-04-04
2018-03-28
3.267 IVY INTERNATIONAL CORE EQUITY FUND CLASS
2017-05-25
2018-03-28
21.391 T ROWE PRICE INTL DISC-I CLOSE TO NEW WA
2014-02-04
2018-03-28
5. ABBVIE INC
2017-11-21
2018-03-29
5. AMERICAN EXPRESS CO COM STK*
2017-11-21
2018-03-29
5. APPLE COMPUTER COM
2009-07-07
2018-03-29
5. AVERY DENNISON CORP
2016-05-03
2018-03-29
5. CH ROBINSON WORLDWIDE INC
2009-07-07
2018-03-29
25. CISCO SYS INC
2013-02-25
2018-03-29
5. COLGATE-PALMOLIVE CO COM STK
2011-09-20
2018-03-29
5. DISCOVER FINL SVCS
2011-07-05
2018-03-29
5. GENUINE PARTS CO
2014-04-23
2018-03-29
5. GILEAD SCIENCES INC
2015-07-17
2018-03-29
15. INTEL CORP
2012-02-08
2018-03-29
10. MARSH & MCLENNAN COS INC
2012-08-27
2018-03-29
5. MCDONALD'S CORP
2015-05-08
2018-03-29
5. MICROSOFT CORP
2011-12-02
2018-03-29
5. PEPSICO INC
2009-07-07
2018-03-29
5. RAYTHON COMPANY
2012-08-27
2018-03-29
5. TJX COMPANIES
2011-04-08
2018-03-29
5. 3M COMPANY COMMON
2017-04-11
2018-03-29
5. TYSON FOODS INC INC. COMMON
2018-02-02
2018-03-29
15. US BANCORP
2012-04-13
2018-03-29
5. UNION PACIFIC CORP COMMON STO*
2013-02-25
2018-03-29
5. V F CORP COMMON
2009-07-07
2018-03-29
5. VARIAN MED SYS INC
2015-11-11
2018-03-29
5. WALGREENS BOOTS ALLIANCE INC
2009-07-07
2018-03-29
5. ACCENTURE PLC IRELAND SHS
2016-11-02
2018-03-29
10. TE CONNECTIVITY LTD
2013-05-08
2018-03-29
2645.364 GOLDMAN SACHS SATELLITE STRATEGIES PORTF
2010-11-29
2018-06-15
252.537 AMERICAN CENTURY DIVERSIFIED BOND FUND #
2018-03-28
2018-06-19
5. AVERY DENNISON CORP
2016-05-03
2018-06-19
5. CH ROBINSON WORLDWIDE INC
2009-07-07
2018-06-19
44.051 CONESTOGA SMALL CAP-INST
2009-07-07
2018-06-19
5. DISCOVER FINL SVCS
2011-07-05
2018-06-19
5. GENUINE PARTS CO
2014-04-23
2018-06-19
43.657 HARTFORD MIDCAP FUND-Y CLOSE TO NEW EFF
2017-04-04
2018-06-19
5. INTEL CORP
2012-02-08
2018-06-19
8.07 IVY INTERNATIONAL CORE EQUITY FUND CLASS
2017-05-25
2018-06-19
46.647 MFS NEW DISCOVERY VALUE-I
2017-02-13
2018-06-19
270.506 METROPOLITAN WEST T/R BD-PLN
2018-03-28
2018-06-19
5. MICROSOFT CORP
2011-12-02
2018-06-19
9.246 T ROWE PRICE INTL DISC-I CLOSE TO NEW WA
2014-02-04
2018-06-19
32.336 T ROWE PRICE MID-CAP VALUE FUND
2009-11-03
2018-06-19
5. SCHLUMBERGER LTD COMMON
2014-12-11
2018-06-19
5. STANLEY BLACK & DECKER INC
2017-04-11
2018-06-19
5. TJX COMPANIES
2011-04-08
2018-06-19
5. US BANCORP
2012-08-27
2018-06-19
5. UNITEDHEALTH GROUP
2015-07-17
2018-06-19
5. V F CORP COMMON
2009-07-07
2018-06-19
5. VALERO ENERGY CORP NEW COM
2017-11-21
2018-06-19
5. VERIZON COMMUNICATIONS
2016-12-07
2018-06-19
243.794 GOLDMAN SACHS SATELLITE STRATEGIES PORTF
2017-10-03
2018-07-25
2257.946 GOLDMAN SACHS SATELLITE STRATEGIES PORTF
2012-11-02
2018-07-25
205.057 GOLDMAN SACHS SATELLITE STRATEGIES PORTF
2018-03-28
2018-07-25
10. APPLE COMPUTER COM
2009-07-07
2018-09-24
25. MICROSOFT CORP
2011-12-02
2018-09-24
25. STANLEY BLACK & DECKER INC
2017-04-11
2018-09-24
73.821 AMERICAN CENTURY DIVERSIFIED BOND FUND #
2018-03-28
2018-10-17
79.937 METROPOLITAN WEST T/R BD-PLN
2018-03-28
2018-10-17
689.747 AMERICAN CENTURY DIVERSIFIED BOND FUND #
2018-03-28
2018-11-19
5. APPLE COMPUTER COM
2009-07-07
2018-11-19
5. AVERY DENNISON CORP
2016-05-03
2018-11-19
5. CH ROBINSON WORLDWIDE INC
2012-02-14
2018-11-19
15. CISCO SYS INC
2013-02-25
2018-11-19
10. COLGATE-PALMOLIVE CO COM STK
2011-09-20
2018-11-19
12.188 CONESTOGA SMALL CAP-INST
2009-07-07
2018-11-19
131.752 DFA COMMODITY STRATEGY PORT
2018-06-15
2018-11-19
5. DISCOVER FINL SVCS
2011-07-05
2018-11-19
5. EXXON MOBIL CORP
2012-10-31
2018-11-19
5. GENUINE PARTS CO
2014-04-23
2018-11-19
5. GILEAD SCIENCES INC
2015-07-17
2018-11-19
10. INTEL CORP
2012-02-08
2018-11-19
5. JOHNSON + JOHNSON COM STK
2009-07-07
2018-11-19
4.186 MFS NEW DISCOVERY VALUE-R6
2017-02-13
2018-11-19
10. MARSH & MCLENNAN COS INC
2012-08-27
2018-11-19
5. MCDONALD'S CORP
2015-05-08
2018-11-19
777.352 METROPOLITAN WEST T/R BD-PLN
2018-03-28
2018-11-19
5. MICROSOFT CORP
2011-12-02
2018-11-19
5. PEPSICO INC
2009-07-07
2018-11-19
11.01 T ROWE PRICE MID-CAP VALUE FUND
2009-11-03
2018-11-19
10. TJX COMPANIES
2011-04-08
2018-11-19
5. TYSON FOODS INC INC. COMMON
2018-02-02
2018-11-19
10. US BANCORP
2012-08-27
2018-11-19
5. UNION PACIFIC CORP COMMON STO*
2013-02-25
2018-11-19
5. V F CORP COMMON
2009-07-07
2018-11-19
5. VALERO ENERGY CORP NEW COM
2017-11-21
2018-11-19
5. VARIAN MED SYS INC
2015-11-11
2018-11-19
5. WALGREENS BOOTS ALLIANCE INC
2009-07-07
2018-11-19
5. ACCENTURE PLC IRELAND SHS
2016-11-02
2018-11-19
5. TE CONNECTIVITY LTD
2013-05-08
2018-11-19
30. AVERY DENNISON CORP
2016-05-03
2018-11-27
65. GILEAD SCIENCES INC
2015-07-17
2018-11-27
40. MARSH & MCLENNAN COS INC
2012-08-27
2018-11-27
10. MCDONALD'S CORP
2015-05-08
2018-11-27
15. RAYTHON COMPANY
2012-08-27
2018-11-27
20. SCHLUMBERGER LTD COMMON
2014-12-11
2018-11-27
5. 3M COMPANY COMMON
2017-04-11
2018-11-27
65. TYSON FOODS INC INC. COMMON
2018-02-02
2018-11-27
75. US BANCORP
2012-08-27
2018-11-27
15. V F CORP COMMON
2009-07-07
2018-11-27
CAPITAL GAIN DIVIDENDS
P
(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
7,624
6,978
646
b
42,919
27,794
15,125
c
13,192
12,644
548
d
5,362
3,995
1,367
e
1,990
849
1,141
5,214
2,837
2,377
3,351
1,869
1,482
4,903
5,164
-261
5,009
5,057
-48
4,737
4,954
-217
4,828
5,192
-364
4,874
4,998
-124
9,983
10,000
-17
9,965
9,922
43
4,971
5,032
-61
4,928
5,004
-76
4,917
4,955
-38
6,304
6,855
-551
4,929
5,004
-75
5,056
5,319
-263
5,182
5,284
-102
5,039
4,904
135
6,061
6,353
-292
4,883
4,811
72
9,595
9,941
-346
4,973
4,996
-23
5,000
5,022
-22
4,931
4,946
-15
6
6
5,270
5,467
-197
4,879
5,045
-166
4,832
5,025
-193
4,795
4,970
-175
5,005
5,000
5
5,534
6,156
-622
6
6
4,918
4,980
-62
4,751
4,950
-199
4,964
5,009
-45
4,962
5,020
-58
4,904
5,120
-216
4,870
5,024
-154
1,610
1,380
230
65
63
2
1,549
1,158
391
476
475
1
471
472
-1
858
98
760
534
373
161
469
253
216
1,062
526
536
358
237
121
359
134
225
450
432
18
380
590
-210
772
402
370
831
343
488
799
495
304
461
127
334
547
282
265
1,078
283
795
409
127
282
1,105
947
158
367
375
-8
761
489
272
678
343
335
373
68
305
618
357
261
328
147
181
758
592
166
1,005
450
555
21,586
20,859
727
2,624
2,657
-33
511
373
138
450
253
197
2,497
634
1,863
370
134
236
469
432
37
1,735
1,367
368
265
134
131
161
155
6
769
701
68
2,640
2,659
-19
503
127
376
681
500
181
1,024
622
402
328
425
-97
690
663
27
478
127
351
258
166
92
1,264
623
641
417
68
349
583
418
165
243
253
-10
1,989
2,043
-54
18,425
18,127
298
1,673
1,678
-5
2,204
195
2,009
2,866
633
2,233
3,784
3,314
470
756
777
-21
770
786
-16
7,042
7,256
-214
930
98
832
463
373
90
452
325
127
687
315
372
628
474
154
650
175
475
764
791
-27
350
134
216
396
456
-60
509
432
77
341
590
-249
482
268
214
741
283
458
64
63
1
891
343
548
933
495
438
7,494
7,641
-147
523
127
396
595
282
313
329
212
117
490
127
363
298
375
-77
550
333
217
755
343
412
401
68
333
402
418
-16
578
357
221
411
147
264
815
592
223
373
225
148
2,780
2,235
545
4,358
6,977
-2,619
3,415
1,370
2,045
1,836
990
846
2,552
848
1,704
917
1,700
-783
1,001
947
54
3,805
4,881
-1,076
4,018
2,498
1,520
1,181
458
723
14,182
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
646
b
15,125
c
548
d
1,367
e
1,141
2,377
1,482
-261
-48
-217
-364
-124
-17
43
-61
-76
-38
-551
-75
-263
-102
135
-292
72
-346
-23
-22
-15
-197
-166
-193
-175
5
-622
-62
-199
-45
-58
-216
-154
230
2
391
1
-1
760
161
216
536
121
225
18
-210
370
488
304
334
265
795
282
158
-8
272
335
305
261
181
166
555
727
-33
138
197
1,863
236
37
368
131
6
68
-19
376
181
402
-97
27
351
92
641
349
165
-10
-54
298
-5
2,009
2,233
470
-21
-16
-214
832
90
127
372
154
475
-27
216
-60
77
-249
214
458
1
548
438
-147
396
313
117
363
-77
217
412
333
-16
221
264
223
148
545
-2,619
2,045
846
1,704
-783
54
-1,076
1,520
723
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
59,942
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
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017
35,446
717,168
0.049425
2016
35,023
686,612
0.051008
2015
30,565
715,839
0.042698
2014
52,205
734,168
0.071108
2013
28,948
707,456
0.040918
2
Total
of line 1, column (d)
.....................
2
0.255157
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.051031
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5
......
4
725,862
5
Multiply line 4 by line 3
......................
5
37,041
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
692
7
Add lines 5 and 6
........................
7
37,733
8
Enter qualifying distributions from Part XII, line 4
,.............
8
42,522
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2018)
Form 990-PF (2018)
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
692
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% 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
692
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
692
6
Credits/Payments:
a
2018 estimated tax payments and 2017 overpayment credited to 2018
6a
1,200
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,200
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
508
11
Enter the amount of line 10 to be:
Credited to 2019 estimated tax
508
Refunded
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 Instructions
for 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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
PA
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 2018 or the taxable year beginning in 2018? 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
(2018)
Form 990-PF (2018)
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 address
14
The books are in care of
Branch Banking and Trust Co
Telephone no.
(610) 371-2091
Located at
1340 BROADCASTING ROAD SUITE 100
WYOMISSING
PA
ZIP+4
19610
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2018?
.............
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 2018, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2018?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2018 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 2018.)
..................
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 2018?
4b
No
Form
990-PF
(2018)
Form 990-PF (2018)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
Branch Banking and Trust Co
TRUSTEE
5
8,193
1340 Broadcasting Road Suite 100
WYOMISSING
,
PA
19610
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
...................
0
Form
990-PF
(2018)
Form 990-PF (2018)
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
.............
0
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
.........................
Form
990-PF
(2018)
Form 990-PF (2018)
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
724,422
b
Average of monthly cash balances
.......................
1b
12,494
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
736,916
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
736,916
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
11,054
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
725,862
6
Minimum investment return.
Enter 5% of line 5
..................
6
36,293
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
36,293
2a
Tax on investment income for 2018 from Part VI, line 5
......
2a
692
b
Income tax for 2018. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
692
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
35,601
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
35,601
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
35,601
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
42,522
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
42,522
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
692
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
41,830
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
(2018)
Form 990-PF (2018)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2017
(c)
2017
(d)
2018
1
Distributable amount for 2018 from Part XI, line 7
35,601
2
Undistributed income, if any, as of the end of 2018:
a
Enter amount for 2017 only
.......
20,560
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2018:
a
From 2013
......
0
b
From 2014
......
0
c
From 2015
......
0
d
From 2016
......
0
e
From 2017
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2018 from Part
XII, line 4:
$
42,522
a
Applied to 2017, but not more than line 2a
20,560
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 2018 distributable amount
.....
21,962
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2018.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
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 2017. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2018. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2019
..........
13,639
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 2013 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2019.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2014
....
0
b
Excess from 2015
....
0
c
Excess from 2016
....
0
d
Excess from 2017
....
0
e
Excess from 2018
....
0
Form
990-PF
(2018)
Form 990-PF (2018)
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 2018, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2018
(b)
2017
(c)
2016
(d)
2015
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2018)
Form 990-PF (2018)
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)
a
Paid during the year
ROBERT & MARGARET QUIN FDN
MAUREEN MCAUVIC SECRETARY/TREAS
310 MARKET STREET
KINGSTON
,
PA
18704
NONE
501(C)(3)
GENERAL FUNDS
34,264
Total
.................................
3a
34,264
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2018)
Form 990-PF (2018)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
17,940
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
59,942
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)
..
77,882
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
77,882
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2018)
Form 990-PF (2018)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2018)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
TY 2018 OtherIncreasesSchedule
Name:
ROBERT D & MARGARET W QUIN FDN
EIN:
24-6019619
Description
Amount
MUTUAL FUND
622