FURP.ORG / PUBLIC DATA EXPLORER

SQUIRE PATTON BOGGS FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SQUIRE PATTON BOGGS FOUNDATION (EIN 52-2284635)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-02-15
IRS object ID
201430489349301103
Schema version
2012v2.1
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)
Timestamp2014-02-15T10:49:13-06:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN390859910EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18219 LEESBURG PIKE SUITE 800AddressLine1
CityTYSONS CORNERCity
StateVAState
ZIP Code22182ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522284635EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PATTON BOGGS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPATTNameControl
Phone2024576424Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12550 M STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200371350ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN OBERDORFERName
TitleDIRECTOR/PRESIDENTTitle
Phone2024576424Phone
Date Signed2014-02-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWILLIAM M APPLEName
PTINP00193452PTIN
Phone7039238300Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN OBERDORFERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12550 M STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20037ZIPCode
FieldValueIRS element (for citing)
Gross Receipts361349GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.PATTONBOGGS.COM/ABOUT/PBFOUNDATION/WebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2000YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionSUPPORTING EDUCATIONAL AND CHARITABLE ACTIVITIES IN CERTAIN COMMUNITIESActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year34861ContributionsGrantsPriorYear
Contributions Grants Current Year47471ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year39567InvestmentIncomePriorYear
Investment Income Current Year43216InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year74428TotalRevenuePriorYear
Total Revenue Current Year90687TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year65000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY85000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year7590OtherExpensePriorYear
Other Expenses Current Year5646OtherExpensesCurrentYear
Total Expenses Prior Year72590TotalExpensesPriorYear
Total Expenses Current Year90646TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1838RevenuesLessExpensesPriorYear
Revenues Less Expenses CY41RevenuesLessExpensesCY
Total Assets BOY1272860TotalAssetsBOY
Total Assets EOY1272901TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1272860NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1272901NetAssetsOrFundBalancesEOY
Mission DescriptionTHE ORGANIZATION'S PRIMARY PURPOSE IS SUPPORTING EDUCATIONAL AND CHARITABLE ACTIVITIES IN CERTAIN COMMUNITIESMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense85000Expense
Grants85000Grants
DescriptionPROVIDING GRANTS TO LAW SCHOOLS FOR FELLOWSHIPS TO LAW SCHOOL STUDENTS SELECTED BY EACH INDIVIDUAL SCHOOLDescription
Total Program Service Expense85000TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address1OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1KERRI LAWRENCEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2024576088TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18484 WESTPARK DRIVEAddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JAMES R PATTON JR
DIRECTOR/CHAIRMAN1.00X000
THOMAS H BOGGS JR
DIRECTOR/VICE CHAIRMAN1.00X000
JOHN L OBERDORFER
DIRECTOR/PRESIDENT5.00X000
WILLIAM J RYAN
SECRETARY/TREASURER2.00X000
JOSEPH BRAND
DIRECTOR1.00X000
MARY PATTON
DIRECTOR1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions47471AllOtherContributions
Total Contributions47471TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column28529TotalRevenueColumn
Exclusion$28,529ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities285349Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities270662Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities14687Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column14687TotalRevenueColumn
Exclusion$14,687ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column90687TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$43,216ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total85000Total
Program Services85000ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
BANK FEES48454845
FOREIGN TAX WITHHELD640640
LICENSE FEES145145
INVESTMENT FEES1616

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total90646Total
Program Services85000ProgramServices
Management And General5646ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY15054BOY
EOY32261EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY59671BOY
EOY36067EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1198135BOY
EOY1204573EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1272860BOY
EOY1272901EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY1272860BOY
EOY1272901EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1272860BOY
EOY1272901EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1272860BOY
EOY1272901EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses41ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years50025CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years31328CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years121537CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34861CurrentTaxYearMinus1Year
Current Tax Year47471CurrentTaxYear
Total285222Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years50025CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years31328CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years121537CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34861CurrentTaxYearMinus1Year
Current Tax Year47471CurrentTaxYear
Total285222Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total41480AmountsSubstContributorsTotal
Public Support Total170243742PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years28200CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28534CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35129CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year31525CurrentTaxYearMinus1Year
Current Tax Year27889CurrentTaxYear
Total151277Total
FieldValueIRS element (for citing)
Total Support436499TotalSupport
Public Support Pertcentage1700.55840PublicSupportPertcentage170
Public Support Pertcent Prior Year0.47510PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF COLORADO FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14740 WALNUT STREETAddressLine1
CityBOULDERCity
StateCOState
ZIP Code80301ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient846049811EINOfRecipient
Amount Of Cash Grant15000AmountOfCashGrant
Purpose Of GrantCONTRIBUTING FINANCIAL SUPPORT TO LAW SCHOOL STUDENTS, ENABLING THEM TO PURSUE INTERNSHIPS.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2JAMES R. PATTON, JR., DIRECTOR/CHAIRMAN IS MARRIED TO MARY PATTON, DIRECTOR.
FORM 990, PART VI, SECTION A, LINE 8BNOT APPLICABLE - THE PATTON BOGGS FOUNDATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION MAINTAINS ACCURATE ACCOUNTING RECORDS THROUGHOUT THE YEAR AND PROVIDES DOCUMENTATION TO ITS TAX PREPARER. THE TAX PREPARER SENDS A DRAFT OF THE COMPLETED FORM 990 TO WILLIAM RYAN, SECRETARY/TREASURER FOR REVIEW OF FINANCIAL AND NON-FINANCIAL ELEMENTS. UPON CONSULTATION WITH JOHN OBERDORFER, DIRECTOR/PRESIDENT, REVISIONS ARE MADE AS NECESSARY, WITH RELEVANT GUIDANCE FROM THE TAX PREPARER. MR. RYAN AND MR. OBERDORFER ARE MOST INVOLVED WITH MAINTAINING FINANCIAL RECORDS OF THE FOUNDATION AND THEY REVIEW THE FINAL VERSION OF THE FORM 990 FOR ACCURACY PRIOR TO SIGNATURE AND SUBMISSION TO THE IRS. COPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST TO THE MEMBERS OF THE GOVERNING BODY BEFORE IT IS FILED.
THE ORGANIZATION DID NOT COMPENSATE ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE.
FORM 990, PART VI, SECTION C, LINE 19THE PATTON BOGGS FOUNDATION MAKES ITS ARTICLES AND BYLAWS AVAILABLE TO THE PUBLIC FOR INSPECTION AND REVIEW UPON REQUEST OR INQUIRY TO ANY DIRECTOR AND TREASURER OF THE PATTON BOGGS FOUNDATION. THE DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE WASHINGTON, D.C. OFFICE OF PATTON BOGGS, LLP.
FORM 990, PART VI, SECTION A, LINE 9JAMES PATTON CAN BE REACHED AT THE FOLLOWING ADDRESS: 512 CEDAR CLUB CIRCLE CHAPEL HILL, NORTH CAROLINA 27517OFFICER NOT REACHABLE AT ORGANIZATION'S MAILING ADDRESS