PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-02-28
IRS object ID
201440599349100209
Schema version
2013v3.1
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)
Return2014-02-28T13:53:29-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GAJDA ARNOLD & MCCONNELL PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 BANK STAddressLine1
CityWILLIAMSTOWNCity
StateMAState
ZIP Code012672856ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202895803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATTEN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPATTBusinessNameControlTxt
Phone4134585220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1
CityWILLIAMSTOWNCity
StateMAState
ZIP Code01267ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY S PATTENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4134585220PhoneNum
Signature2014-02-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparation2014-02-19PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,527FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$831,500ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$831,500TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$309OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$309OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$309TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$309TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$824,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$824,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$824,659TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$824,659TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,841ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$686CashBOYAmt
Cash EOY$7,527CashEOYAmt
Cash EOYFMV$7,527CashEOYFMVAmt
Total Assets BOY$686TotalAssetsBOYAmt
Total Assets EOY$7,527TotalAssetsEOYAmt
Total Assets EOYFMV$7,527TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$686UnrestrictedBOYAmt
Unrestricted EOY$7,527UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$686TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,527TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$686TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,527TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$686TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,841ExcessRevenueOverExpensesAmt
Subtotal$7,527SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,527TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$868,008AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,860NetVlNoncharitableAssetsYr1Amt
Distribution Yr1466.67096DistributionYr1Rt
Adjusted Qlfy Distri Yr2$539,910AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,461NetVlNoncharitableAssetsYr2Amt
Distribution Yr298.866508DistributionYr2Rt
Adjusted Qlfy Distri Yr3$427,284AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,049NetVlNoncharitableAssetsYr3Amt
Distribution Yr370.637130DistributionYr3Rt
Adjusted Qlfy Distri Yr4$420,842AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,648NetVlNoncharitableAssetsYr4Amt
Distribution Yr4115.36239DistributionYr4Rt
Adjusted Qlfy Distri Yr5$317,699AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,177NetVlNoncharitableAssetsYr5Amt
Distribution Yr599.999685DistributionYr5Rt
Total Distribution851.53668TotalDistributionRt
Average Distribution170.30733AverageDistributionRt
Net Vl Noncharitable Assets$4,045NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$688,893AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$688,893AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$824,659QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
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 ROADAddressLine1
CityWILLIAMSTOWNCity
StateMAState
ZIP Code01267ZIPCode
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 ROADAddressLine1
CityWILLIAMSTOWNCity
StateMAState
ZIP Code01267ZIPCode
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$4,107AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,107TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,107AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,045NetVlNoncharitableAssetsAmt
Minimum Investment Return$202MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$202MinimumInvestmentReturnAmt
Distributable Before Adj$202DistributableBeforeAdjAmt
Distributable Before Ded$202DistributableBeforeDedAmt
Distributable As Adjusted$202DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$824,659ExpensesAndContributionsAmt
Qualifying Distributions$824,659QualifyingDistributionsAmt
Adjusted Qualifying Distri$824,659AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$202DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$317,540ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$420,660ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$426,982ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$539,637ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$867,915ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,572,734TotalExcessDistributionCyovAmt
Qualifying Distributions$824,659QualifyingDistributionsAmt
Applied To Current Year$202AppliedToCurrentYearAmt
Remaining Distri From Corpus$824,457RemainingDistriFromCorpusAmt
Total Corpus$3,397,191TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$317,540ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,079,651ExcessDistriCyovToNextYrAmt
Excess From Year4$420,660ExcessFromYear4Amt
Excess From Year3$426,982ExcessFromYear3Amt
Excess From Year2$539,637ExcessFromYear2Amt
Excess From Year1$867,915ExcessFromYear1Amt
Excess From Current Year$824,457ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOME SAFE
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
HORATIO ALGER AWARDS
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$100,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$150,000
TAYLOR W EMMONS MEMORIAL FDTN
8374 MARKET STREETSARASOTAFL34202N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
TANGLEWODD
301 MASS AVEBOSTONMA02115N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$3,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
CHAPEL OF STANDREW
3900 JOG ROADBOCA RATONFL33434N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$1,000
BOYS & GIRLS CLUB OF FT LAUDERDALE
877 NW 61ST STREETFT LAUDERDALEFL33309N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
ST ANDREWS
3900 JOG ROADBOCA RATONFL33434N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
MASS GENERAL HOSPITAL
100 CAMBRIDGE STREETBOSTONMA02114N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$10,000
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$10,000
JUNIOR ACHIEVEMENT
1130 COCONOT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$2,500
TAYLOR W EMMONS MEMORIAL FDTN
8374 MARKET STSARASOTAFL34202N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$1,000
TATLOR W EMMONS MEMORIAL FDTN
8374 MARKET STSARASOTAFL34202N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$1,850
JUNIOR ACHIEVEMENT
1130 COCONUT CREEKCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
MASS GENERAL HOSPITAL
100 CAMBRIDGE STREETBOSTONMA02114N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$250,000
HORATIO ALGER
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$824,350TotalGrantOrContriPdDurYrAmt

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/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HSP 1 LLC
1665 SIMONDS ROADWILLIAMSTOWNMA01267$805,000Yes (X)
INLAND MANAGEMENT CORP
2665 SIMONDS ROADWILLIAMSTOWNMA01267$20,500Yes (X)
HARRY S PATTEN
3710 LAKE DRIVEBOCA RATONFL33432$5,000Yes (X)

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonHARRY S PATTENPersonNm

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$24$24
ACCOUNTING$285$285

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