PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-29
IRS object ID
201521199349100727
Schema version
2014v5.0
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)
Return2015-04-29T09:11:07-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-04-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE P ARNOLD CPAPreparerPersonNm
PTINP00420848PTIN
Phone4134585722PhoneNum
Preparation2015-04-24PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,220FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$877,500ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$877,500TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$295AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$295AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$12OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$307TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$307TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$853,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$853,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$853,807TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$853,807TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,693ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,527CashBOYAmt
Cash EOY$31,220CashEOYAmt
Cash EOYFMV$31,220CashEOYFMVAmt
Total Assets BOY$7,527TotalAssetsBOYAmt
Total Assets EOY$31,220TotalAssetsEOYAmt
Total Assets EOYFMV$31,220TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$7,527UnrestrictedBOYAmt
Unrestricted EOY$31,220UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$7,527TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,220TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,527TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,220TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,527TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,693ExcessRevenueOverExpensesAmt
Subtotal$31,220SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,220TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$824,659AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,045NetVlNoncharitableAssetsYr1Amt
Distribution Yr1203.87119DistributionYr1Rt
Adjusted Qlfy Distri Yr2$868,008AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,860NetVlNoncharitableAssetsYr2Amt
Distribution Yr2466.67096DistributionYr2Rt
Adjusted Qlfy Distri Yr3$539,910AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,461NetVlNoncharitableAssetsYr3Amt
Distribution Yr398.866508DistributionYr3Rt
Adjusted Qlfy Distri Yr4$427,284AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,049NetVlNoncharitableAssetsYr4Amt
Distribution Yr470.637130DistributionYr4Rt
Adjusted Qlfy Distri Yr5$420,842AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,648NetVlNoncharitableAssetsYr5Amt
Distribution Yr5115.36239DistributionYr5Rt
Total Distribution955.40819TotalDistributionRt
Average Distribution191.08163AverageDistributionRt
Net Vl Noncharitable Assets$19,083NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,646,411AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,646,411AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$853,807QualifyingDistributionsAmt

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 Pos1.00AverageHrsPerWkDevotedToPosRt
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$19,374AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,374TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$19,374AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$291CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,083NetVlNoncharitableAssetsAmt
Minimum Investment Return$954MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$954MinimumInvestmentReturnAmt
Distributable Before Adj$954DistributableBeforeAdjAmt
Distributable Before Ded$954DistributableBeforeDedAmt
Distributable As Adjusted$954DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$853,807ExpensesAndContributionsAmt
Qualifying Distributions$853,807QualifyingDistributionsAmt
Adjusted Qualifying Distri$853,807AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$954DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$420,660ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$426,982ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$539,637ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$867,915ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$824,457ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,079,651TotalExcessDistributionCyovAmt
Qualifying Distributions$853,807QualifyingDistributionsAmt
Applied To Current Year$954AppliedToCurrentYearAmt
Remaining Distri From Corpus$852,853RemainingDistriFromCorpusAmt
Total Corpus$3,932,504TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$420,660ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,511,844ExcessDistriCyovToNextYrAmt
Excess From Year4$426,982ExcessFromYear4Amt
Excess From Year3$539,637ExcessFromYear3Amt
Excess From Year2$867,915ExcessFromYear2Amt
Excess From Year1$824,457ExcessFromYear1Amt
Excess From Current Year$852,853ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HOME SAFE
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$2,500
HORATIO ALGER AWARDS
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$100,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
TAYLOR W EMMONS MEMORIAL FDTN
8374 MARKET STREETSARASOTAFL34202N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$1,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$3,500
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$170,000
MASS GENERAL HOSPITAL
100 CAMBRIDGE STREETBOSTONMA02114N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$10,000
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$200,000
MASS GENERAL HOSPITAL
100 CAMBRIDGE STREETBOSTONMA02114N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$250,000
HOME SAFE
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$10,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
FRIENDS OF FOSTER CHILDREN
2640 GOLDEN GATE PARKWAYNAPLESFL34105N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$2,500STE 112
BRRH FOUNDATION
800 MEADOWS ROADBOCA RATONFL33486N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$4,000
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD ROADDURHAMNH03824N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$853,500TotalGrantOrContriPdDurYrAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HSP 1 LLC
1665 SIMONDS ROADWILLIAMSTOWNMA01267$825,000Yes (X)
INLAND MANAGEMENT CORP
2665 SIMONDS ROADWILLIAMSTOWNMA01267$17,500Yes (X)
NATIONAL LAND PARTNERS HOLDING LLC
3665 SIMONDS ROADWILLIAMSTOWNMA01267$35,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$295Amt
Disbursements Charitable Prps$295DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$12$12

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