Nonprofit · EIN 52-2364202
KATE AND JOE SAM QUEEN FAMILY FOUNDATION
Tax-exempt · WAYNESVILLE, NC 28786
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $26,105 | $24,792 | $1,313 | $744,355 | $95,093 | $649,262 |
| October 31, 2024 | 990-PF | $86,168 | $40,664 | $45,504 | $861,320 | $107,620 | $753,700 |
| October 31, 2023 | 990-PF | $86,231 | $27,172 | $59,059 | $724,284 | $121,839 | $602,445 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $5,044
- Net gain from sales of assets
- $5,561
- Other income
- $15,500
Expenses
- Grants and similar amounts paid
- $13,820
- Disbursements for charitable purposes
- $13,820
- Excise tax on investment income
- $97
Balance sheet and other
- Total assets, start of year
- $861,320
- Total assets, end of year
- $744,355
- Total liabilities, end of year
- $95,093
- Net assets, end of year
- $649,262
- Fair market value of assets
- $882,604
- Qualifying distributions
- $13,820
- Net investment income
- $6,959
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE SAM QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | PRESIDENT | 2 | $0 |
| KATE QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | SECR/TREAS | 1 | $0 |
| SARA QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | DIRECTOR | 1 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE SAM QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | PRESIDENT | 0 | $0 |
| KATE QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | SECR/TREAS | 0 | $0 |
| SARA QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | DIRECTOR | 0 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE SAM QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | PRESIDENT | 2 | $0 |
| KATE QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | SECR/TREAS | 0.5 | $0 |
| SARA QUEEN 58 PIGEON STREET, WAYNESVILLE, NC 28786 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 58 PIGEON ST, WAYNESVILLE, NC 28786-2088
- In care of
- % CARL R WALDMAN
- Signed the 990-PF
- JOE SAM QUEEN, PRESIDENT
- Phone
- (828) 452-1688
- Return prepared by
- RAY BUMGARNER KINGSHILL & ASSOC PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 52-2364202
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $744,355
- Income (IRS master file)
- $136,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $26,105 | $24,792 | $744,355 | XML |
| 990-PF | October 2024 | $86,168 | $40,664 | $861,320 | XML |
| 990-PF | October 2023 | $86,231 | $27,172 | $724,284 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2364202).
Questions about KATE AND JOE SAM QUEEN FAMILY FOUNDATION
- What is the EIN of KATE AND JOE SAM QUEEN FAMILY FOUNDATION?
- The employer identification number (EIN) of KATE AND JOE SAM QUEEN FAMILY FOUNDATION is 52-2364202.
- Is KATE AND JOE SAM QUEEN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to KATE AND JOE SAM QUEEN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATE AND JOE SAM QUEEN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATE AND JOE SAM QUEEN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATE AND JOE SAM QUEEN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of KATE AND JOE SAM QUEEN FAMILY FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does KATE AND JOE SAM QUEEN FAMILY FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $26,105, expenses of $24,792 and total assets of $744,355 at year end.
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