PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-02-19
IRS object ID
201840509349100014
Schema version
2017v2.2
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)
Return2018-02-19T16:17:26-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-02-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE P ARNOLD CPAPreparerPersonNm
PTINP00420848PTIN
Phone4134585722PhoneNum
Preparation2018-02-15PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,581FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$747,600ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$747,600TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$600AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$600AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$660TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$660TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$747,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$747,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$748,260TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$748,260TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$660ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,241CashBOYAmt
Cash EOY$2,581CashEOYAmt
Cash EOYFMV$2,581CashEOYFMVAmt
Total Assets BOY$3,241TotalAssetsBOYAmt
Total Assets EOY$2,581TotalAssetsEOYAmt
Total Assets EOYFMV$2,581TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,241UnrestrictedBOYAmt
Unrestricted EOY$2,581UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,241TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,581TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,241TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,581TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,241TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$660ExcessRevenueOverExpensesAmt
Subtotal$2,581SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,581TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,284,660AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,821NetVlNoncharitableAssetsYr1Amt
Distribution Yr1130.807453DistributionYr1Rt
Adjusted Qlfy Distri Yr2$678,019AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,601NetVlNoncharitableAssetsYr2Amt
Distribution Yr228.728401DistributionYr2Rt
Adjusted Qlfy Distri Yr3$853,807AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$19,083NetVlNoncharitableAssetsYr3Amt
Distribution Yr344.741760DistributionYr3Rt
Adjusted Qlfy Distri Yr4$824,659AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,045NetVlNoncharitableAssetsYr4Amt
Distribution Yr4203.871199DistributionYr4Rt
Adjusted Qlfy Distri Yr5$868,008AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,860NetVlNoncharitableAssetsYr5Amt
Distribution Yr5466.670968DistributionYr5Rt
Total Distribution874.819781TotalDistributionRt
Average Distribution174.963956AverageDistributionRt
Net Vl Noncharitable Assets$2,867NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$501,622AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$501,622AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$748,260QualifyingDistributionsAmt

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

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$2,911AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,911TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,911AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$143MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$143MinimumInvestmentReturnAmt
Distributable Before Adj$143DistributableBeforeAdjAmt
Distributable Before Ded$143DistributableBeforeDedAmt
Distributable As Adjusted$143DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$748,260ExpensesAndContributionsAmt
Qualifying Distributions$748,260QualifyingDistributionsAmt
Adjusted Qualifying Distri$748,260AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$143DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$867,915ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$824,457ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$852,853ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$676,839ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,284,169ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,506,233TotalExcessDistributionCyovAmt
Qualifying Distributions$748,260QualifyingDistributionsAmt
Applied To Current Year$143AppliedToCurrentYearAmt
Remaining Distri From Corpus$748,117RemainingDistriFromCorpusAmt
Total Corpus$5,254,350TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$867,915ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,386,435ExcessDistriCyovToNextYrAmt
Excess From Year4$824,457ExcessFromYear4Amt
Excess From Year3$852,853ExcessFromYear3Amt
Excess From Year2$676,839ExcessFromYear2Amt
Excess From Year1$1,284,169ExcessFromYear1Amt
Excess From Current Year$748,117ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BSO AT TANGLEWOOD
301 MASS AVEBOSTONMA02115N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$1,500
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$150,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$305,000
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD ROADDURHAMNH03824N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$50,000
THE GATEHOUSE
670 WESTPORT PARKWAYGRAPEVINETX76051N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
MASS GENERAL HOSPITAL
100 CAMBRIDGE STREET SUITBOSTONMA02114N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$200,000
THE CHRISTIAN CENTER OF PITTSFIELD
193 ROBBINS AVEPITTSFIELDMA01202N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$10,000
HUNTSMAN CANCER CENTER
2000 CIRCLE OF HOPE DRSALT LAKE CITYUT84112N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$100
MORTEL HIGH HOPES FOR HAITI
PO BOX 405HERSHEYPA17033N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$1,000
ROLLINS COLLEGE
1000 HOLT AVE BOX 2736WINTER PARKFL32789N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$747,600TotalGrantOrContriPdDurYrAmt

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$710,000Yes (X)
INLAND MANAGEMENT CORP
2665 SIMONDS ROADWILLIAMSTOWNMA01267$37,600Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$600Amt
Disbursements Charitable Prps$600DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$60$60

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