Koonce Foundation Inc

Naples, FL
Tax-exempt since Jan. 1999
EIN: 52-2133134

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$95.4k (2024)

Expenses

$100k (2024)

Total Assets

$954k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$95,422

Expenses

$100,432

Net Income

-$5,010

Net Assets

$954,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,910	11.4%
Interest Revenue	$0
Dividends	$53,882	56.5%
Sales of Assets	$30,073	31.5%
Other Income	$557	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,000	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$954,300
Total Liabilities	$0
Net Assets	$954,300

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Director)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Secretary/Di)	$0	$0

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990-PF

Filed on April 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$45,715

Expenses

$88,600

Net Income

-$42,885

Net Assets

$959,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,743	25.7%
Interest Revenue	$0
Dividends	$53,860	> 100%
Sales of Assets	-$19,888
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,500	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$959,310
Total Liabilities	$0
Net Assets	$959,310

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Director)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Secretary/Di)	$0	$0

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990-PF

Filed on Feb. 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$74,737

Expenses

$81,189

Net Income

-$6,452

Net Assets

$1,002,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,954	82.9%
Sales of Assets	$12,783	17.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,500	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,002,195
Total Liabilities	$0
Net Assets	$1,002,195

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Director)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Secretary/Di)	$0	$0

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990-PF

Filed on Feb. 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$56,553

Expenses

$56,069

Net Income

$484

Net Assets

$1,008,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,525	16.8%
Interest Revenue	$0
Dividends	$34,926	61.8%
Sales of Assets	$12,102	21.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,500	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,008,647
Total Liabilities	$0
Net Assets	$1,008,647

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Director)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Secretary/Di)	$0	$0

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990-PF

Filed on April 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$202,959

Expenses

$67,620

Net Income

-$270,579

Net Assets

$1,008,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,512
Interest Revenue	$0
Dividends	$31,902
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,000	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,008,163
Total Liabilities	$1
Net Assets	$1,008,162

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Director)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Secretary/Di)	$0	$0

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990-PF

Filed on March 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$162,403

Expenses

$59,265

Net Income

$103,138

Net Assets

$1,278,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,247	7.5%
Interest Revenue	$0
Dividends	$35,981	22.2%
Sales of Assets	$113,652	70.0%
Other Income	$523	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,000	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,278,742
Total Liabilities	$1
Net Assets	$1,278,741

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Director)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Secretary/Di)	$0	$0

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990-PF

Filed on March 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$31,710

Expenses

$58,204

Net Income

-$26,494

Net Assets

$1,175,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,836	31.0%
Interest Revenue	$0
Dividends	$32,078	> 100%
Sales of Assets	-$10,204
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,175,604
Total Liabilities	$0
Net Assets	$1,175,604

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Secretary, D)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Director)	$0	$0

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990-PF

Filed on April 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$65,028

Expenses

$77,166

Net Income

-$12,138

Net Assets

$1,202,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,104	30.9%
Interest Revenue	$0
Dividends	$26,912	41.4%
Sales of Assets	$18,012	27.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,000	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,202,098
Total Liabilities	$0
Net Assets	$1,202,098

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Secretary, D)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Director)	$0	$0

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990-PF

Filed on April 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$98,071

Expenses

$70,713

Net Income

$27,358

Net Assets

$1,214,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,792	10.0%
Interest Revenue	$0
Dividends	$27,285	27.8%
Sales of Assets	$60,994	62.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,500	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,214,236
Total Liabilities	$0
Net Assets	$1,214,236

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Secretary, D)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Director)	$0	$0

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990-PF

Filed on Feb. 20, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$67,233

Expenses

$82,644

Net Income

-$15,411

Net Assets

$1,186,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,980	58.0%
Sales of Assets	$27,615	41.1%
Other Income	$638	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,200	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,186,878
Total Liabilities	$0
Net Assets	$1,186,878

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Secretary, D)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Director)	$0	$0

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990-PF

Filed on March 28, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$66,682

Expenses

$80,830

Net Income

-$14,148

Net Assets

$1,202,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,419	14.1%
Interest Revenue	$0
Dividends	$41,523	62.3%
Sales of Assets	$15,740	23.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,000	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,202,289
Total Liabilities	$0
Net Assets	$1,202,289

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Secretary, D)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Director)	$0	$0

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990-PF

Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$60,833

Expenses

$78,365

Net Income

-$17,532

Net Assets

$1,216,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,697	15.9%
Interest Revenue	$0
Dividends	$38,939	64.0%
Sales of Assets	$10,859	17.9%
Other Income	$1,338	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,500	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,216,437
Total Liabilities	$0
Net Assets	$1,216,437

Compensation

Key Employees and Officers	Compensation	Other
Calvin S Koonce (President, D)	$0	$0
Janet B Koonce (Secretary, D)	$0	$0
Franklin S Koonce (Treasurer, D)	$0	$0
Elizabeth K Stuart (Director)	$0	$0
Kathleen K Goodier (Director)	$0	$0

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990-PF

Filed on April 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$36,455

Expenses

$83,827

Net Income

-$47,372

Net Assets

$1,233,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,704	21.1%
Interest Revenue	$0
Dividends	$35,508	97.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,000	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,233,969
Total Liabilities	$1
Net Assets	$1,233,968

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$39,891

Expenses

$76,412

Net Income

-$36,521

Net Assets

$1,281,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,598	16.5%
Interest Revenue	$0
Dividends	$33,293	83.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,600	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,281,341
Total Liabilities	$0
Net Assets	$1,281,341

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Koonce Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $95.4k (2024)

Expenses $100k (2024)

Total Assets $954k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$95.4k (2024)

Expenses

$100k (2024)

Total Assets

$954k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
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