PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-30
IRS object ID
201721509349100202
Schema version
2016v3.0
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)
Return2017-05-30T08:46:32-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE P ARNOLD CPAPreparerPersonNm
PTINP00420848PTIN
Phone4134585722PhoneNum
Preparation2017-05-24PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdEAEF60479818725E5025E18C1E66B65AF0C8A52BAtSubmissionCreationDeviceId
At Submission Filing Device Id89CA6AAFACC2D57C1577A673FD5D91879E0589D1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,241FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,271,200ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$1,271,200TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,284,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,284,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,284,660TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,284,660TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,460ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,701CashBOYAmt
Cash EOY$3,241CashEOYAmt
Cash EOYFMV$3,241CashEOYFMVAmt
Total Assets BOY$16,701TotalAssetsBOYAmt
Total Assets EOY$3,241TotalAssetsEOYAmt
Total Assets EOYFMV$3,241TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$16,701UnrestrictedBOYAmt
Unrestricted EOY$3,241UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$16,701TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,241TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,701TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,241TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,701TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,460ExcessRevenueOverExpensesAmt
Subtotal$3,241SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,241TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$678,019AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$23,601NetVlNoncharitableAssetsYr1Amt
Distribution Yr128.728401DistributionYr1Rt
Adjusted Qlfy Distri Yr2$853,807AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$19,083NetVlNoncharitableAssetsYr2Amt
Distribution Yr244.741760DistributionYr2Rt
Adjusted Qlfy Distri Yr3$824,659AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,045NetVlNoncharitableAssetsYr3Amt
Distribution Yr3203.87119DistributionYr3Rt
Adjusted Qlfy Distri Yr4$868,008AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,860NetVlNoncharitableAssetsYr4Amt
Distribution Yr4466.67096DistributionYr4Rt
Adjusted Qlfy Distri Yr5$539,910AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,461NetVlNoncharitableAssetsYr5Amt
Distribution Yr598.866508DistributionYr5Rt
Total Distribution842.87883TotalDistributionRt
Average Distribution168.57576AverageDistributionRt
Net Vl Noncharitable Assets$9,821NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,655,583AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$1,655,583AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,284,660QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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$9,971AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,971TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,971AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$150CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,821NetVlNoncharitableAssetsAmt
Minimum Investment Return$491MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$491MinimumInvestmentReturnAmt
Distributable Before Adj$491DistributableBeforeAdjAmt
Distributable Before Ded$491DistributableBeforeDedAmt
Distributable As Adjusted$491DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,284,660ExpensesAndContributionsAmt
Qualifying Distributions$1,284,660QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,284,660AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$491DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$539,637ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$867,915ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$824,457ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$852,853ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$676,839ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,761,701TotalExcessDistributionCyovAmt
Qualifying Distributions$1,284,660QualifyingDistributionsAmt
Applied To Current Year$491AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,284,169RemainingDistriFromCorpusAmt
Total Corpus$5,045,870TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$539,637ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,506,233ExcessDistriCyovToNextYrAmt
Excess From Year4$867,915ExcessFromYear4Amt
Excess From Year3$824,457ExcessFromYear3Amt
Excess From Year2$852,853ExcessFromYear2Amt
Excess From Year1$676,839ExcessFromYear1Amt
Excess From Current Year$1,284,169ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BSO AT TANGLEWOOD
301 MASS AVEBOSTONMA02115N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$750
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
HOME SAFE
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$200,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$240,500
ST ANDREWS SCHOOL
3900 JOG ROADBOCA RATONFL33434N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$300
TAYLOR W EMMONS MEMORIAL FDTN
8374 MARKET STREETSARASOTAFL34202N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD ROADDURHAMNH03824N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$124,000
A FOUNDATION OF PHILANTHROPIC FUNDS
520 EIGTH AVE 20TH FLOORNEW YORKNY10018N/APUBLIC CHARIGENERAL CHARITABLE PURPOSE$950
THE GATEHOUSE
670 WESTPORT PARKWAYGRAPEVINETX76051N/APUBLIC CHARIGENERAL CHARITABLE PURPOSE$5,000
SUSAN G KOMEN FOR THE CURE
5005 LBJ FREEWAY STE 250DALLASTX75244N/APUBLIC CHARIGENERAL CHARITABLE PURPOSE$3,000
MD ANDERSON CANCER CENTER
PO BOX 4486HOUSTONTX772104486N/APUBLIC CHARIGENERAL CHARITABLE PURPOSE$5,000
BOCA RATON REGIONAL HOSPITAL
800 MEADOWS ROADBOCA RATONFL33486N/APUBLIC CHARIGENERAL CHARITABLE PURPOSE$10,000
MASS GENERAL HOSPITAL
100 CAMBRIDGE STREET SUITBOSTONMA02114N/APUBLIC CHARIGENERAL CHARITABLE PURPOSE$660,000
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRIVETAMPSFL33607N/APUBLIC CHARIGENERAL CHARITABLE PURPOSE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,284,600TotalGrantOrContriPdDurYrAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HSP 1 LLC
1665 SIMONDS ROADWILLIAMSTOWNMA01267$544,600Yes (X)
INLAND MANAGEMENT CORP
2665 SIMONDS ROADWILLIAMSTOWNMA01267$129,600Yes (X)
PARADISE FARM CORPORATION
3665 SIMONDS ROADWILLIAMSTOWNMA01267$347,000Yes (X)
AMERICAN LAND PARTNERS
4665 SIMONDS ROADWILLIAMSTOWNMA01267$250,000Yes (X)

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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