PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-01
IRS object ID
201331219349100103
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)
Timestamp2013-05-01T08:05:31-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN274359547EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BANK STREETAddressLine1
CityWILLIAMSTOWNCity
StateMAState
ZIP Code01267ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202895803EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PATTEN FAMILY FOUNDATION HARRY S PATTEN TRUSTEEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPATTNameControl
Phone4134585220Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameHARRY S PATTENName
TitleTRUSTEETitle
Phone4134585220Phone
Date Signed2013-04-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJULIE P ARNOLD CPAName
PTINP00420848PTIN
Phone4134585722Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY686FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss865605ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses865605TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss303OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps303OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss303TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps303TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss867705ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps867705ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss868008TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps868008TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-2403ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3089CashBOY
Cash EOY686CashEOY
Cash EOYFMV686CashEOYFMV
Total Assets BOY3089TotalAssetsBOY
Total Assets EOY686TotalAssetsEOY
Total Assets EOYFMV686TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY3089UnrestrictedBOY
Unrestricted EOY686UnrestrictedEOY
Total Net Assets BOY3089TotalNetAssetsBOY
Total Net Assets EOY686TotalNetAssetsEOY
Total Liabilities Net Assets BOY3089TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY686TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3089TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-2403ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal686Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY686TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1539910QualifyingDistributionsYear1
Noncharitable Assets Year15461NoncharitableAssetsYear1
Distribution Ratio Year198.866508DistributionRatioYear1
Qualifying Distributions Year2427284QualifyingDistributionsYear2
Noncharitable Assets Year26049NoncharitableAssetsYear2
Distribution Ratio Year270.637130DistributionRatioYear2
Qualifying Distributions Year3420842QualifyingDistributionsYear3
Noncharitable Assets Year33648NoncharitableAssetsYear3
Distribution Ratio Year3115.362390DistributionRatioYear3
Qualifying Distributions Year4317699QualifyingDistributionsYear4
Noncharitable Assets Year43177NoncharitableAssetsYear4
Distribution Ratio Year499.999685DistributionRatioYear4
Qualifying Distributions Year5815928QualifyingDistributionsYear5
Noncharitable Assets Year53835NoncharitableAssetsYear5
Distribution Ratio Year5212.758279DistributionRatioYear5
Total Distribution Ratio597.623992TotalDistributionRatio
Average Distribution Ratio119.524798AverageDistributionRatio
Net Noncharitable Assets1860NetNoncharitableAssets
Adjusted Noncharitable Assets222316AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One222316AdjNonchrtblAssetsAndOnePct
Qualifying Distributions868008QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMICHELLE MANNERSBooksInCareOfPersonName
Books In Care Of Phone Number4134585220BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1
CityWILLIAMSTOWNCity
StateMAState
ZIP Code01267ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameHARRY S PATTENPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1
CityWILLIAMSTOWNCity
StateMAState
ZIP Code01267ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1888AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1888TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1888AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable28CashDeemedCharitable
Net Noncharitable Assets1860NetNoncharitableAssets
Minimum Investment Return93MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return93MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj93DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded93DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted93DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions868008ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions868008QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions868008AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted93DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5815736ExcessDistriCarryoverYear5
Excess Distri Carryover Year4317540ExcessDistriCarryoverYear4
Excess Distri Carryover Year3420660ExcessDistriCarryoverYear3
Excess Distri Carryover Year2426982ExcessDistriCarryoverYear2
Excess Distri Carryover Year1539637ExcessDistriCarryoverYear1
Total Excess Distri Carryover2520555TotalExcessDistriCarryover
Qualifying Distributions868008QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year93AppliedToCurrentYear
Remaining Distri From Corpus867915RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus3388470TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5815736ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2572734ExcessDistriCyovToNextYear
Excess From Year4317540ExcessFromYear4
Excess From Year3420660ExcessFromYear3
Excess From Year2426982ExcessFromYear2
Excess From Year1539637ExcessFromYear1
Excess From Current Year867915ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ANDREW J ALLARD FOUNDATION
PO BOX 16333HOOKSETTNH03106N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$100
HOME SAFE
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$5,000
HORATIO ALGER AWARDS
99 CANAL CENTER PLAZA-SUITE 320ALEXANDRIAVA22314N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$265,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$156,605
THE MORTEL FAMILY FOUNDATION
PO BOX 405HERSHEYPA170330405N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$25,000
THE TAYLOR WILLIAM EMMONS MEMORIAL FOUNDATION INC
8374 MARKET ST 246SARASOTAFL34202N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
MASSACHUSETTS GENERAL HOSPITAL
165 CAMBRIDGE STREET STE 600BOSTONMA02114N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$400,000
UNIVERSITY OF NH
9 EDGEWOOD ROADDURHAMNH03824N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$7,500
TANGLEWOOD
301 MASS AVEBOSTONMA02115N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$3,000
WHEELER OPERA HOUSE
320 EAST HYMAN AVEASPENCO81611N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000
ALBANY LAW SCHOOL
80 NEW SCOTLAND AVEALBANYNY12208N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year867705TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (3 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1INLAND MANAGEMENT CORP665 SIMONDS ROADWILLIAMSTOWNMA0126720605X
2AMERICAN LAND MANAGEMENT CORP665 SIMONDS ROADWILLIAMSTOWNMA01267550000X
3HARRY S PATTEN710 LAKE DRIVEBOCA RATONFL33432295000X

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES18018
ACCOUNTING2850285

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