PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-03-15
IRS object ID
201210769349100601
Schema version
2011v1.2
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)
Timestamp2012-03-15T10:32:45-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-03-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJULIE P ARNOLD CPAName
PTINP00420848PTIN
Phone4134585722Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3089FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss535000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses535000TotalRevenueAndExpenses
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 Expnss310OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps310OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss310TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps310TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss539600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps539600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss539910TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps539910TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-4910ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY7999CashBOY
Cash EOY3089CashEOY
Cash EOYFMV3089CashEOYFMV
Total Assets BOY7999TotalAssetsBOY
Total Assets EOY3089TotalAssetsEOY
Total Assets EOYFMV3089TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY7999UnrestrictedBOY
Unrestricted EOY3089UnrestrictedEOY
Total Net Assets BOY7999TotalNetAssetsBOY
Total Net Assets EOY3089TotalNetAssetsEOY
Total Liabilities Net Assets BOY7999TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3089TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY7999TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-4910ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal3089Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY3089TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1427284QualifyingDistributionsYear1
Noncharitable Assets Year16049NoncharitableAssetsYear1
Distribution Ratio Year170.637130DistributionRatioYear1
Qualifying Distributions Year2420842QualifyingDistributionsYear2
Noncharitable Assets Year23648NoncharitableAssetsYear2
Distribution Ratio Year2115.362390DistributionRatioYear2
Qualifying Distributions Year3317699QualifyingDistributionsYear3
Noncharitable Assets Year33177NoncharitableAssetsYear3
Distribution Ratio Year399.999685DistributionRatioYear3
Qualifying Distributions Year4815928QualifyingDistributionsYear4
Noncharitable Assets Year43835NoncharitableAssetsYear4
Distribution Ratio Year4212.758279DistributionRatioYear4
Qualifying Distributions Year5488200QualifyingDistributionsYear5
Noncharitable Assets Year54399NoncharitableAssetsYear5
Distribution Ratio Year5110.979768DistributionRatioYear5
Total Distribution Ratio609.737252TotalDistributionRatio
Average Distribution Ratio121.947450AverageDistributionRatio
Net Noncharitable Assets5461NetNoncharitableAssets
Adjusted Noncharitable Assets665955AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One665955AdjNonchrtblAssetsAndOnePct
Qualifying Distributions539910QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
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 Balances5544AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets5544TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets5544AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable83CashDeemedCharitable
Net Noncharitable Assets5461NetNoncharitableAssets
Minimum Investment Return273MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return273MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj273DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded273DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted273DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions539910ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions539910QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions539910AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted273DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5487980ExcessDistriCarryoverYear5
Excess Distri Carryover Year4815736ExcessDistriCarryoverYear4
Excess Distri Carryover Year3317540ExcessDistriCarryoverYear3
Excess Distri Carryover Year2420660ExcessDistriCarryoverYear2
Excess Distri Carryover Year1426982ExcessDistriCarryoverYear1
Total Excess Distri Carryover2468898TotalExcessDistriCarryover
Qualifying Distributions539910QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year273AppliedToCurrentYear
Remaining Distri From Corpus539637RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus3008535TotalCorpus
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 Year5487980ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2520555ExcessDistriCyovToNextYear
Excess From Year4815736ExcessFromYear4
Excess From Year3317540ExcessFromYear3
Excess From Year2420660ExcessFromYear2
Excess From Year1426982ExcessFromYear1
Excess From Current Year539637ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BRCH FOUNDATION
745 MEADOWS DRIVEBOCA RATONFL33486N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$10,000
HOME SAFE
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$5,500
JAFCO
4200 NORTH UNIVERSITY DRIVESUNRISEFL33351N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$164,000
THE TAYLOR WILLIAM EMMONS MEMORIAL FOUNDATION INC
5210 PAYLOR LANESARASOTAFL34240N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$25,000
THE MORTEL FAMILY FOUNDATION
PO BOX 405HERSHEYPA170330405N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$25,000
THE ROTARY CLUB OF BOCA RATON
PO BOX 272641BOCA RATONFL33486N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,500
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH452770053N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000
ANDREW J ALLARD FOUNDATION
PO BOX 16333HOOKSETTNH03106N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$100
COLUMBIA-GREENE HUMANE SOCIETY
125 HUMANE SOCIETY ROADHUDSONNY12534N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
HORATIO ALGER AWARDS
99 CANAL CENTER PLAZA-SUITE 320ALEXANDRIAVA22314N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$300,000
BOYS & GIRLS CLUBS OF FT LAUDERDALE
877 NW 61ST STREETFT LAUDERDALEFL33309N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year539600TotGrantOrContriPaidDuringYear
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
1NATIONAL LAND PARTNERS LLC665 SIMONDS ROADWILLIAMSTOWNMA0126750000X
2INLAND MANAGEMENT CORP665 SIMONDS ROADWILLIAMSTOWNMA01267185000X
3AMERICAN LAND MANAGEMENT CORP665 SIMONDS ROADWILLIAMSTOWNMA01267300000X

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES25025
ACCOUNTING2850285

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