PATRICK FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PATRICK FAMILY FOUNDATION INC (EIN 58-1820403)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-02-16
- IRS object ID
- 201500479349100610
- Schema version
- 2013v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-16T16:39:27-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581794921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLM ACCOUNTING & TAX INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CLAIREMONT AVE STE 360 | AddressLine1 |
| City | DECATUR | City |
| State | GA | State |
| ZIP Code | 300302501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581820403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 4046878999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1048 | AddressLine1 |
| City | DECATUR | City |
| State | GA | State |
| ZIP Code | 30031 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILDA B PATRICK | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4046878999 | PhoneNum |
| Signature | 2015-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN PASQUALETTI EA | PreparerPersonNm |
| PTIN | P00049658 | PTIN |
| Phone | 4048361120 | PhoneNum |
| Preparation | 2015-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,544,619 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $805,215 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,182 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $290,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,405 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,499 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,499 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,523 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $70 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $695 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,845 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $247,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,380 | CashBOYAmt |
| Cash EOY | $10,424 | CashEOYAmt |
| Cash EOYFMV | $10,424 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $517,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $430,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $430,895 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $489,065 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $501,784 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $503,711 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,858,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,780,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,383,850 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,085,915 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,217,105 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,215,739 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,961,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,940,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,544,619 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,961,416 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,936,906 | CapitalStockEOYAmt |
| Retained Earning EOY | $3,545 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,961,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,940,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,961,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,940,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,961,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,545 | OtherIncreasesAmt |
| Subtotal | $4,940,451 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,940,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50,000 SHARES OCCIDENTAL PETE | P | 2012-07-25 | 2013-12-13 | $50,000 | $50,801 | -$801 | -$801 |
| 500 SHARES SOUTHWESTERN ENERGY | P | 2012-02-01 | 2014-02-04 | $20,919 | $15,227 | $5,692 | $5,692 |
| 875 SHARES ANGLO AMERN PLC ADR | P | 2009-08-11 | 2013-11-05 | $10,677 | $13,409 | -$2,732 | -$2,732 |
| 25 GOOGLE INC CL A | P | 2011-04-15 | 2014-01-31 | $29,404 | $13,560 | $15,844 | $15,844 |
| 475 SHARES ANGLO AMERN PLC ADR | P | 2011-05-11 | 2013-11-05 | $5,796 | $11,494 | -$5,698 | -$5,698 |
| 50,000 TREASURY NOTE (TIPS) | P | 2009-01-21 | 2014-01-15 | $63,140 | $57,205 | $5,935 | $5,935 |
| 150 SHARES PERRIGO | P | 2013-04-16 | 2013-12-18 | $23,302 | $17,612 | $5,690 | $5,690 |
| 50 THERMO FISHER SCIENTIFIC | P | 2011-05-11 | 2014-01-07 | $5,552 | $3,057 | $2,495 | $2,495 |
| 800 SHARES PEABODY ENERGY | P | 2011-05-04 | 2014-08-18 | $12,708 | $50,517 | -$37,809 | -$37,809 |
| 500 SHARES THERMO SCIENTIFIC | P | 2011-05-11 | 2014-01-07 | $55,524 | $30,564 | $24,960 | $24,960 |
| 750 SHARES PEABODY ENERGY | P | 2013-04-01 | 2014-08-18 | $11,913 | $15,473 | -$3,560 | -$3,560 |
| 75 SHARES THERMO SCIENTIFIC | P | 2012-01-17 | 2014-01-07 | $8,329 | $3,757 | $4,572 | $4,572 |
| 55,000 US TREAS NOTE (TIPS) | P | 2010-06-22 | 2014-07-16 | $65,794 | $56,466 | $9,328 | $9,328 |
| 1,100 SYSCO | P | 2009-06-04 | 2014-01-06 | $39,587 | $26,620 | $12,967 | $12,967 |
| 100,000 SHARES BELLSOUTH | P | 2008-05-13 | 2014-07-15 | $110,212 | $100,015 | $10,197 | $10,197 |
| 375 SHARES WALGREEN | P | 2008-10-14 | 2014-02-03 | $20,917 | $8,815 | $12,102 | $12,102 |
| 425 SHARES GILEAD SCIENCES INC | P | 2011-05-11 | 2014-07-08 | $36,803 | $8,654 | $28,149 | $28,149 |
| 350 LULULEMON | P | 2014-02-28 | 2014-06-16 | $13,152 | $17,608 | -$4,456 | -$4,456 |
| 350 SHARES EXPEDITORS INTL WASH | P | 2007-09-05 | 2014-05-16 | $16,206 | $15,340 | $866 | $866 |
| 1300 ISHARES TR CORE | P | 2011-08-22 | 2014-08-28 | $98,594 | $63,704 | $34,890 | $34,890 |
| 350 SHARES EXPEDITORS INTL WASH | P | 2008-02-13 | 2014-05-16 | $16,206 | $14,154 | $2,052 | $2,052 |
| 575 SHARES UNITED TECHNOLOGIES | P | 2012-07-12 | 2014-05-12 | $37,876 | $29,575 | $8,301 | $8,301 |
| 750 ABB LTD ADR | P | 2013-01-29 | 2014-05-07 | $17,434 | $16,125 | $1,309 | $1,309 |
| 675 ABB LTD ADR | P | 2013-03-04 | 2014-05-07 | $15,691 | $15,229 | $462 | $462 |
| 300 SHARES WALGREEN | P | 2008-10-14 | 2014-02-14 | $19,479 | $7,052 | $12,427 | $12,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,182 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,234 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $262,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,394,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048588 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $269,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,249,189 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051258 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $258,985 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,448,938 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047529 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $284,117 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,230,709 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054317 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,546 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,706,155 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053722 | DistributionYr5Rt |
| Total Distribution | 0.255414 | TotalDistributionRt |
| Average Distribution | 0.051083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,602,415 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $286,188 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,479 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $288,667 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $266,845 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,958 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,958 | SubtotalAmt |
| Tax Based On Investment Income | $4,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $558 | TaxDueAmt |
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 | GA | 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 |
| Individual With Books | HILDA B PATRICK | IndividualWithBooksNm |
| Phone | 4046878999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1048 | AddressLine1 |
| City | DECATUR | City |
| State | GA | State |
| ZIP Code | 30031 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOROTHEA P SMITH | ||||||||
| 49666 VILLA VIEW | EAST LIVERPOOL | OH | 43920 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOSEPH E PATRICK JR | ||||||||
| 417 CLAIREMONT AVENUE 305 | DECATUR | GA | 30030 | FIRST V.P. | 0.00 | $0 | $0 | $0 |
| WILLIAM L SMITH IV | ||||||||
| 49666 VILLA VIEW | EAST LIVERPOOL | OH | 43920 | SECOND V.P. | 0.00 | $0 | $0 | $0 |
| HILDA B PATRICK | ||||||||
| 417 CLAIREMONT AVENUE 305 | DECATUR | GA | 30030 | SEC./TREAS. | 0.00 | $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 | $5,133,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,687,731 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,687,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,602,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,958 | TotalTaxAmt |
| Distributable Before Adj | $275,163 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $275,163 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $275,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,845 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $266,845 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $266,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $255,781 | UndistributedIncomePYAmt |
| Qualifying Distributions | $266,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $255,781 | AppliedToYear1Amt |
| Applied To Current Year | $11,064 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $264,099 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HILDA B PATRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1048 | AddressLine1 |
| City | DECATUR | City |
| State | GA | State |
| ZIP Code | 30031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4046878999 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS SHOULD INCLUDE THE FOLLOWING: 1) BRIEF DESCRIPTION OF THE ORGANIZATION AND PROGRAM IN NEED, 2) NAMES OF ORGANIZATION'S OFFICERS, 3) AMOUNT REQUESTED AND OTHER EXPECTED SOURCES OF SUPPORT, 4) A COPY OF THE IRS EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE BOARD OF DIRECTORS WILL CONSIDER GRANT REQUESTS TWICE EACH YEAR AT WINTER AND SUMMER MEETINGS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PRIMARY EMPHASIS OF THE FOUNDATION IS THE SUPPORT OF INSTITUTIONS OF THE PRESBYTERIAN CHURCH (USA), WITH A SECONDARY FOCUS ON THE CAPITAL EXPENDITURES OF LOCAL CHARITIES IN THE COMMUNITIES OF THE DIRECTORS. GRANTS WILL NOT NORMALLY BE MADE TO PRIVATE, PRIMARY, OR SECONDARY SCHOOLS, OR DIRECTLY TO NATIONAL ORGANIZATIONS. A WRITTEN FOLLOW-UP REPORT ON THE USE OF EACH GRANT IS EXPECTED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| COLUMBIA THEOLOGICAL SEMINARY | ||||||||
| 701 S COLUMBIA DR | DECATUR | GA | 30030 | PUBLIC | JOSEPH & GERALDINE PATRICK SCHOLARSH | $10,000 | ||
| DECATUR EDUCATION FOUNDATION | ||||||||
| 200 NELSON FERRY RD | DECATUR | GA | 30030 | PUBLIC | PATRICK FAMILY SCHOLARSHIP | $15,000 | STE B | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 471 MAIN ST | HIGHLANDS | NC | 28741 | PUBLIC | GENERAL BUDGET / CO-PASTOR FD | $11,500 | OF HIGHLANDS | |
| COMMUNITY FOUNDATION OF WNC | ||||||||
| 4 VANDERBILT DR 300 | ASHEVILLE | NC | 28803 | PUBLIC | HIGHLANDS UNRESTRICTED FUND | $1,500 | ||
| HIGHLANDS-CASHIERS LAND TRUST | ||||||||
| 348 S5TH ST PO BOX 1703 | HIGHLANDS | NC | 28741 | PUBLIC | OPERATING BUDGET | $5,000 | ||
| MARCH OF DIMES GA CHAPTER | ||||||||
| 1776 PEACHTREE ST STE 10 | ATLANTA | GA | 30303 | PUBLIC | PREMATURE BIRTH CAMPAIGN | $5,000 | ||
| ST STEPHEN'S EPISCOPAL CHURCH | ||||||||
| 220 WEST FOURTH ST | EAST LIVERPOOL | OH | 43920 | PUBLIC | MAINTENANCE & REPAIR FUND | $15,000 | ||
| HIGHLANDS-CASHIERS HOSPITAL FOUND | ||||||||
| 190 HOSPITAL DR | HIGHLANDS | NC | 28741 | PUBLIC | EQUIPMENT PURCHASE | $10,000 | ||
| COMMUNITY CARE CLINIC OF HIGHLANDS | ||||||||
| 240 TUCKER AVE | WINSTONSALEM | NC | 27104 | PUBLIC | OPERATING BUDGET | $5,000 | ||
| HUDSON LIBRARY | ||||||||
| 96 LIBERTY ST | HUDSON | OH | 44236 | PUBLIC | ANNUAL FUND | $10,000 | ||
| PACE ACADEMY | ||||||||
| 966 WEST PACES FERRY RD | ATLANTA | GA | 30327 | PUBLIC | ANNUAL FUND | $5,000 | ||
| EAST LIVERPOOL-FAWCETT COMM FOUND | ||||||||
| PO BOX 458 | EAST LIVERPOOL | OH | 43920 | PUBLIC | THOMPSON PARK-SOCCER FIELD | $35,000 | ||
| TEAM MOJO FOUNDATION | ||||||||
| PO BOX 44 | EAST LIVERPOOL | OH | 43920 | PUBLIC | FINANCIAL AID GRANTS | $5,000 | ||
| PRESBYTERIAN COLLEGE | ||||||||
| 503 SOUTH BROAD ST | CLINTON | SC | 29325 | PUBLIC | PATRICK SCHOLARSHIP | $10,000 | ||
| ARTHRITIS FOUNDATION-GA CHAPTER | ||||||||
| PO BOX 7669 | ATLANTA | GA | 30357 | PUBLIC | LITERATURE REQUESTS | $1,000 | ||
| OUR HOUSE INC | ||||||||
| 711 SOUTH CAROLINA DR | DECATUR | GA | 30030 | PUBLIC | OPERATING /MERGER W GENESIS | $5,000 | ||
| HIGH MUSEUM OF ART | ||||||||
| 1280 PEACHTREE ST | ATLANTA | GA | 30309 | PUBLIC | PHOTOGRAPHY TRAVEL BUDGET | $5,000 | ||
| THE NATURE CONSERVANCY- GA CH | ||||||||
| 1330 W PTREE ST STE 410 | ATLANTA | GA | 30309 | PUBLIC | CAPITAL CAMPAIGN | $5,000 | ||
| THE FIRST TEE OF CHARLOTTE | ||||||||
| 2661 BARRINGER DR | CHARLOTTE | NC | 28208 | PUBLIC | SCHOLARSHIPS | $2,500 | ||
| HARRIS YMCA OF CHARLOTTE | ||||||||
| 5900 QUAIL HOLLOW DR | CHARLOTTE | NC | 28210 | PUBLIC | CHILDREN'S SWIM PROGRAM | $7,500 | ||
| THE PEDDIE SCHOOL | ||||||||
| 201 SOUTH MAIN ST | HIGHTSTOWN | NJ | 08520 | PUBLIC | ART HISTORY DEPARTMENT | $2,000 | ||
| COMMUNITY FOUNDATION FOR NEWTON CO | ||||||||
| 50 HURT PLAZA STE 449 | ATLANTA | GA | 30303 | PUBLIC | BIG HEART AWARD | $2,000 | ||
| ST CHRISTOPHER'S SCHOOL | ||||||||
| 711 ST CHRISTOPHERS RD | RICHMOND | VA | 23226 | PUBLIC | FINANCIAL EDUCATION PROGRAM | $5,000 | ||
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 1169 CLARK ST | COVINGTON | GA | 30014 | PUBLIC | OPERATING BUDGET | $10,000 | ||
| EAST LAKE FOUNDATION | ||||||||
| 2606 ALSTON DR | ATLANTA | GA | 30317 | PUBLIC | SHELTERING ARMS CENTER | $7,000 | ||
| THE LITERACY COUNCIL OF HIGHLANDS | ||||||||
| 348 SOUTH FIFTH STREET | HIGHLANDS | NC | 28741 | PUBLIC | IMAGINATION LIBRARY | $2,500 | ||
| HIGHLANDS COMM CHILD DEV CTR | ||||||||
| 89 CHURCH ST | HIGHLANDS | NC | 28741 | PUBLIC | ANNUAL FUND | $2,500 | ||
| VANDERBILT UNIVERSITY | ||||||||
| 2211 GARLAND AVE | NASHVILLE | TN | 37212 | PUBLIC | ANNUAL FUND | $5,000 | ||
| ST ANDREW'S SCHOOL | ||||||||
| 227 SOUTH CHERRY ST | RICHMOND | VA | 23220 | PUBLIC | ACADEMIC/CREATIVE ENRICHMENT PROG | $8,000 | ||
| WYLDE CENTER | ||||||||
| 435 OAKVIEW RD | DECATUR | GA | 30030 | PUBLIC | CO-OP W CITY SCHOOLS OF DECATUR | $5,000 | ||
| ST LUKE'S EPISCOPAL SCHOOL | ||||||||
| 435 PEACHTREE ST NE | ATLANTA | GA | 30308 | PUBLIC | JOHN R. FOSTER SCHOLARSHIP | $2,500 | ||
| PIEDMONT HEALTHCARE FOUNDATION | ||||||||
| 2001 PEACHTREE RD NE | ATLANTA | GA | 30309 | PUBLIC | WOMEN'S CENTER FUND | $1,500 | ||
| EAST LIVERPOOL YMCA | ||||||||
| 500 E 4TH ST | EAST LIVERPOOL | OH | 43920 | PUBLIC | FITNESS EQUIPMENT | $9,000 | ||
| ATLANTA CELEBRATES PHOTOGRAPHY | ||||||||
| 1135 SHERIDAN RD NE | ATLANTA | GA | 30324 | PUBLIC | ANNUAL FUND | $5,000 | ||
| THE UNIVERSITY OF THE SOUTH | ||||||||
| 735 UNIVERSITY AVE | SEWANEE | TN | 37383 | PUBLIC | ANNUAL FUND | $2,500 | ||
| WASHINGTON AND LEE UNIVERSITY | ||||||||
| 204 W WASHINGTON ST | LEXINGTON | VA | 24450 | PUBLIC | ANNUAL FUND | $2,500 | ||
| GLOBAL VILLAGE PROJECT | ||||||||
| 205 SYCAMORE ST | DECATUR | GA | 30030 | PUBLIC | OPERATING EXPENSES | $3,000 | ||
| NORTHSIDE METHODIST PRESCHOOL | ||||||||
| 2799 NORTHSIDE DRIVE | ATLANTA | GA | 30305 | PUBLIC | OUTDOOR CLASSROOM | $3,500 | ||
| CLEMSON UNIVERSITY | ||||||||
| CLEMSON UNIVERSITY | CLEMSON | SC | 29634 | PUBLIC | CAREER SERVICES | $5,000 | ||
| LEADING THE WAY FOR HELP | ||||||||
| PO BOX 20100 | ATLANTA | GA | 30325 | PUBLIC | PERSECUTED FUND | $2,500 | ||
| PRESBYTERIAN HOMES OF GEORGIA | ||||||||
| 301 E SCREVEN ST | QUITMAN | GA | 31643 | PUBLIC | CARING HANDS FUND | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,182 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $290,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $290,442 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| WINDHAM BRANNON, P.C. ACCTING | $3,800 | $3,800 |
| WINDHAM BRANNON, P.C. TAX PREP | $2,350 | $2,350 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| DOROTHEA P SMITH |
| JOSEPH E PATRICK JR |
| WILLIAM L SMITH IV |
| HILDA B PATRICK |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZELIFF-WALLACE - SEE STMT A-1 | $450,259 | $461,593 |
| FRENCH, WOLF & FARR -SEE STMT A-2 | $1,766,846 | $1,754,146 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZELIFF-WALLACE - SEE STMT A-1 | $1,314,948 | $1,827,802 |
| FRENCH WOLF & FARR - SEE STMT A-2 | $465,295 | $556,048 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $501,784 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $503,711 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE AND SHIPPING | $301 | $301 | |
| WIRE TRANSFER FEE | $15 | $15 | |
| USPS PO BOX RENTAL | $394 | $394 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $3,545 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ZELIFF-WALLACE MANAGEMENT FEES | $17,230 | $17,230 |
| FRENCH WOLF & FARR MANAGEMENT FE | $24,269 | $24,269 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ANNUAL CORPORATE REGISTRATION | $30 |
| EXCISE TAX | $6,493 |
Comments