PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-02-28
IRS object ID
201900599349100710
Schema version
2018v3.1
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)
Return2019-02-28T12:39:04-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274359547PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GAJDA ARNOLD & MCCONNELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 BANK STAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP012672856ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202895803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATTEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATTBusinessNameControlTxt
Phone4134585220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY S PATTENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4134585220PhoneNum
Signature2019-02-27SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE P ARNOLD CPAPreparerPersonNm
PTINP00420848PTIN
Phone4134585722PhoneNum
Preparation2019-02-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-28IPDt
IP Tm12:39:04IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5D0280A0F7BC3FECD0BDDAC7B68987F93B77BE44AtSubmissionCreationDeviceId
At Submission Filing Device IdD66BD3CC8366E3365D854C2F224190509AC2AA47AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,536FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$499,500ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$499,500TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$45OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$45TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$499,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$499,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$499,545TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$499,545TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,581CashBOYAmt
Cash EOY$2,536CashEOYAmt
Cash EOYFMV$2,536CashEOYFMVAmt
Total Assets BOY$2,581TotalAssetsBOYAmt
Total Assets EOY$2,536TotalAssetsEOYAmt
Total Assets EOYFMV$2,536TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,581UnrestrictedBOYAmt
Unrestricted EOY$2,536UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,581TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,536TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,581TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,536TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,581TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45ExcessRevenueOverExpensesAmt
Subtotal$2,536SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,536TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$748,260AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,867NetVlNoncharitableAssetsYr1Amt
Distribution Yr1260.990582DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,284,660AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,821NetVlNoncharitableAssetsYr2Amt
Distribution Yr2130.807453DistributionYr2Rt
Adjusted Qlfy Distri Yr3$678,019AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$23,601NetVlNoncharitableAssetsYr3Amt
Distribution Yr328.728401DistributionYr3Rt
Adjusted Qlfy Distri Yr4$853,807AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,083NetVlNoncharitableAssetsYr4Amt
Distribution Yr444.741760DistributionYr4Rt
Adjusted Qlfy Distri Yr5$824,659AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,045NetVlNoncharitableAssetsYr5Amt
Distribution Yr5203.871199DistributionYr5Rt
Total Distribution669.139395TotalDistributionRt
Average Distribution133.827879AverageDistributionRt
Net Vl Noncharitable Assets$2,520NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$337,246AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$337,246AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$499,545QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELLE MANNERSIndividualWithBooksNm
Phone4134585220PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
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
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)
PersonHARRY S PATTENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,558AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,558TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,558AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,520NetVlNoncharitableAssetsAmt
Minimum Investment Return$126MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126MinimumInvestmentReturnAmt
Distributable Before Adj$126DistributableBeforeAdjAmt
Distributable Before Ded$126DistributableBeforeDedAmt
Distributable As Adjusted$126DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$499,545ExpensesAndContributionsAmt
Qualifying Distributions$499,545QualifyingDistributionsAmt
Adjusted Qualifying Distri$499,545AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$824,457ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$852,853ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$676,839ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,284,169ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$748,117ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,386,435TotalExcessDistributionCyovAmt
Qualifying Distributions$499,545QualifyingDistributionsAmt
Applied To Current Year$126AppliedToCurrentYearAmt
Remaining Distri From Corpus$499,419RemainingDistriFromCorpusAmt
Total Corpus$4,885,854TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$824,457ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,061,397ExcessDistriCyovToNextYrAmt
Excess From Year4$852,853ExcessFromYear4Amt
Excess From Year3$676,839ExcessFromYear3Amt
Excess From Year2$1,284,169ExcessFromYear2Amt
Excess From Year1$748,117ExcessFromYear1Amt
Excess From Current Year$499,419ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$100,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$3,500
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD ROADDURHAMNH03824N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$120,000
MASS GENERAL HOSPITAL
100 CAMBRIDGE STREET SUITBOSTONMA02114N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$135,000
ROLLINS COLLEGE
1000 HOLT AVE BOX 2736WINTER PARKFL32789N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
BOCA RATON HOSPITAL
800 MEADOWS RDBOCA RATONFL33486CHARITABLE PURPOSES$6,000
MD ANDERSON CANCER CENTER
1235 SAN MARCO BLVDJACKSONVILLEFL32207CHARITABLE PURPOSES$5,000
SOUTHEASTERN GUIDE DOGS
4210 77TH ST EPALMETTOFL34221CHARITABLE PURPOSES$100,000
SOS CHILDREN'S VILLAGE
3681 NW 59TH PLACECOCONUT CREEKFL33073CHARITABLE PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$499,500TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HSP 1 LLC
1665 SIMONDS ROADWILLIAMSTOWNMA01267$395,000Yes (X)
INLAND MANAGEMENT CORP
2665 SIMONDS ROADWILLIAMSTOWNMA01267$104,500Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$45$45

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.