PATTERSON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON FAMILY FOUNDATION (EIN 35-6975288)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-20
- IRS object ID
- 201812639349100206
- Schema version
- 2017v2.3
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-20T12:56:33-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134125221 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEYSER & ALEXANDER MGMT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIFTH AVE 2700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356975288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATTERSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 2127646455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 500 FIFTH AVE STE 2700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES B PATTERSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127646455 | PhoneNum |
| Signature | 2018-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK WEISS | PreparerPersonNm |
| PTIN | P00642536 | PTIN |
| Phone | 2127646455 | PhoneNum |
| Preparation | 2018-09-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.142.148.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-20 | IPDt |
| IP Tm | 11:56:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F88AC1B9A6791B6337514B1E8B0F962441256418 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68208D8631F8BE183C05F44328D19A4658D23946 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,147,792 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,867,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $630,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $630,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,526,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,959,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,526,457 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,038,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,171,759 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,244 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,622 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,622 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $60,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,686 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $101,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,385 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $167,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,571,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,571,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,738,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,573,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,300,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,107,066 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,259,498 | CashBOYAmt |
| Cash EOY | $2,814,307 | CashEOYAmt |
| Cash EOYFMV | $2,814,307 | CashEOYFMVAmt |
| Corporate Stock BOY | $19,673,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,284,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,333,485 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $23,932,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,098,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,147,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,932,647 | UnrestrictedBOYAmt |
| Unrestricted EOY | $25,098,437 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,932,647 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,098,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,932,647 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,098,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,932,647 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,300,102 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,232,749 | SubtotalAmt |
| Other Decreases | $5,134,312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,098,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| THROUGH JP MORGAN | P | 2017-01-01 | 2017-12-31 | $3,460,751 | $3,277,896 | $182,855 | $182,855 |
| THROUGH JP MORGAN | P | 2015-01-01 | 2017-12-31 | $17,498,637 | $13,155,063 | $4,343,574 | $4,343,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,526,457 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $182,855 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,131,484 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,488,064 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.601645 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,341,723 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,572,095 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.664530 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,942,546 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,336,273 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.259569 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,226,818 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,392,547 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.599097 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $321,742 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $305,202 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.054194 | DistributionYr5Rt |
| Total Distribution | 4.179035 | TotalDistributionRt |
| Average Distribution | 0.835807 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,436,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,931,903 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,071 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,982,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,573,912 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $102,141 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $102,141 | SubtotalAmt |
| Tax Based On Investment Income | $102,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $226,048 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $226,048 | TotalPaymentsAndCreditsAmt |
| Overpayment | $123,907 | OverpaymentAmt |
| Applied To ES Tax | $123,907 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEYSER AND ALEXANDER MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127646455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIFTH AVE 2700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES B PATTERSON | ||||||||
| C/O PEYSER 500 FIFTH AVE STE 2700 | NEW YORK | NY | 10110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN SOLIE PATTERSON | ||||||||
| C/O PEYSER 500 FIFTH AVE STE 2700 | NEW YORK | NY | 10110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,317,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,536,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,854,660 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,854,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $417,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,436,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,371,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,371,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $102,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $102,141 | TotalTaxAmt |
| Distributable Before Adj | $1,269,701 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,269,701 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,269,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,573,912 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,573,912 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,573,912 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,269,701 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $321,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,175,357 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,457,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,608,585 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,030,819 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,593,549 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,573,912 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,269,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,304,211 | RemainingDistriFromCorpusAmt |
| Total Corpus | $40,897,760 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $321,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,576,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,175,357 | ExcessFromYear4Amt |
| Excess From Year3 | $2,457,088 | ExcessFromYear3Amt |
| Excess From Year2 | $11,608,585 | ExcessFromYear2Amt |
| Excess From Year1 | $13,030,819 | ExcessFromYear1Amt |
| Excess From Current Year | $11,304,211 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES PATTERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VARIOUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED LIST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $12,571,290 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,571,290 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,920 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $630,382 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,526,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,171,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,171,759 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES PATTERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PEYSER ALEXANDER 500 FIFTH AVE | AddressLine1Txt |
| Address Line2 | STE 2700 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,867,200 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCKS - LIST ATTACHED | NoncashPropertyDesc |
| Fair Market Value | $13,867,200 | FairMarketValueAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN SECURITY | StockNm |
| EOY Book Value | $22,284,130 | EOYBookValueAmt |
| EOYFMV | $27,333,485 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,244 | LegalFeesAmt |
| Net Investment Income | $2,622 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,622 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $5,134,312 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $60,686 | Amt |
| Net Investment Income | $60,686 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $100,252 | |
| FOREIGN TAX | $1,385 | $1,385 |
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