PATTERSON DENTAL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON DENTAL FOUNDATION (EIN 74-3076772)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-21
- IRS object ID
- 201102649349100600
- Schema version
- 2010v3.4
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-21T10:29:53-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN J TERRY LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 MAIN STREET SUITE 550 | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743076772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTERSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PATT | NameControl |
| Phone | 6516861725 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55120 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R STEPHEN ARMSTRONG | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 6516861725 | Phone |
| Date Signed | 2011-08-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516363806 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15984495 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30853 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 446519 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 446519 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 419770 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7775236 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 419770 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 897142 | TotalRevenueAndExpenses |
| Total Net Investment Income | 866289 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14623 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5066 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9557 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 141967 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 110149 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 32966 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15021 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 233 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 35917 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 32917 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 207528 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 115215 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 75673 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 576255 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 576255 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 783783 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 115215 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 651928 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 113359 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 751074 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23056 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 63590 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 63590 | SavingsAndTempCashInvstEOYFMV |
| Pledges Receivable | 20842 | PledgesReceivable |
| Allwnc For Dbtfl Acct Pledges Rcvbl | 1000 | AllwncForDbtflAcctPledgesRcvbl |
| Pledges Receivable BOY | 47153 | PledgesReceivableBOY |
| Pledges Receivable EOY | 19842 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 19842 | PledgesReceivableEOYFMV |
| Prepaid Expenses BOY | 50 | PrepaidExpensesBOY |
| Investments Other BOY | 14281301 | InvestmentsOtherBOY |
| Investments Other EOY | 15867919 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 15867919 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 38874 | OtherAssetsBOY |
| Other Assets EOY | 33144 | OtherAssetsEOY |
| Other Assets EOYFMV | 33144 | OtherAssetsEOYFMV |
| Total Assets BOY | 14390434 | TotalAssetsBOY |
| Total Assets EOY | 15984495 | TotalAssetsEOY |
| Total Assets EOYFMV | 15984495 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 29242 | AccountsPayableBOY |
| Accounts Payable EOY | 29514 | AccountsPayableEOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 8733 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 29242 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38247 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 14361192 | UnrestrictedBOY |
| Unrestricted EOY | 15946248 | UnrestrictedEOY |
| Total Net Assets BOY | 14361192 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15946248 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14390434 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15984495 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14361192 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 113359 | ExcessOfRevenueOverExpenses |
| Other Increases | 1471697 | OtherIncreases |
| Subtotal | 15946248 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15946248 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| WELLS FARGO INVESTMENT STATEMENTS | P | 7775236 | 7346118 | 429118 | 429118 |
| INVESTMENTS GENERATING UNRELATED BUSINESS INCOME | P | 9348 | -9348 | -9348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 419770 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 571296 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12571637 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045443 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 744765 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15514126 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048006 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 724857 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16961798 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042735 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 578263 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15319068 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.037748 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 963764 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14257105 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.067599 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.241531 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048306 | AverageDistributionRatio |
| Net Noncharitable Assets | 14310066 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 691262 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7511 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 698773 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 651928 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 15021 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 15021 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 15021 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6288 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 15000 | TaxPaidWithExtension |
| Total Credits And Payments | 21288 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 6267 | Overpayment |
| Amount Credited To Next Year | 6267 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 1 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.PATTERSONFOUNDATION.NET | WebsiteAddress |
| Books In Care Of Person Name | R STEPHEN ARMSTRONG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6516861600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| R STEPHEN ARMSTRONG | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | TREASURER | 0.10 | 0 | 0 | 0 |
| RONALD E EZERSKI | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| GEORGE L HENRIQUES | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| RICHARD A KOCHMANN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | SECRETARY | 0.10 | 0 | 0 | 0 |
| MATTHEW L LEVITT | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| ROBERT C CLIFFORD | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | VICE PRESIDENT | 0.10 | 0 | 0 | 0 |
| SCOTT P ANDERSON | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| JAMES W WILTZ | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| DAVID P SPROAT | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| GARY D JOHNSON | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | PRESIDENT | 0.10 | 0 | 0 | 0 |
| PAMELA A HEMMEN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| PAUL A GUGGENHEIM | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 14434564 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40436 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 52986 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 14527986 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 14527986 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 217920 | CashDeemedCharitable |
| Net Noncharitable Assets | 14310066 | NetNoncharitableAssets |
| Minimum Investment Return | 715503 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 715503 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15021 | TaxBasedOnInvestmentIncome |
| Total Tax | 15021 | TotalTax |
| Distributable Amount Before Adj | 700482 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 700482 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 700482 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 651928 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 651928 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 651928 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 700482 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 386913 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 651928 | QualifyingDistributions |
| Applied To Year1 | 386913 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 265015 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 435467 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KIM POIRIER ADMINISTRATOR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6516861929 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE ALL ITEMS REQUESTED IN THE GRANT APPLICATION. GRANT APPLICATIONS CAN BE OBTAINED BY WRITING, EMAILING (INFORMATION@PATTERSONFOUNDATION.NET) OR CALLING (651) 686-1929. THE GRANT APPLICATION INCLUDES A BRIEF DESCRIPTION OF YOUR PROJECT AND STATEMENT OF NEED, SUMMARY OF THE ORGANIZATION, ITS MISSION AND GOALS, ORGANIZATION BUDGET, AND A PROJECT BUDGET. | FormAndInfoAndMaterials |
| Submission Deadlines | MOST APPLICATIONS THAT RECEIVE FUNDING REQUIRE 60 TO 140 DAYS FOR CONSIDERATION AND APPROVAL. | SubmissionDeadlines |
| Restrictions On Awards | THE FOUNDATION FOCUSES ON PROVIDING GRANTS IN EDUCATION, HEALTH AND HUMAN SERVICES, AND EDUCATIONAL SCHOLARSHIPS. EDUCATION GRANTS ARE SUPPORT FOR EDUCATION IN THE FOUNDATION'S FOCUS AREAS OF ORAL HEALTH, ANIMAL HEALTH, AND OCCUPATIONAL AND PHYSICAL REHABILITATION. HEALTH AND HUMAN SERVICES GRANTS ASSIST PROGRAMS THAT BENEFIT ECONOMICALLY DISADVANTAGED PEOPLE OR YOUTH WITH SPECIAL NEEDS. EDUCATIONAL SCHOLARSHIPS ARE SUPPORT FOR DEPENDENTS OF PATTERSON COMPANIES, INC EMPLOYEES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DENTAL FOUNDATION OF OREGON | |||||||
| PO BOX 2448 | WILSONVILLE | OR | 97070 | NONE | PUBLIC CHARITY | SUPPORT DENTISTS, HYGIENISTS AND DENTAL ASSISTANTS WHO VOLUNTEER WITH TOOTH | $4,000 |
| AMERICAN OCCUPATIONAL THERAPY FOUNDATION | |||||||
| 4720 MONTGOMERY LANE PO BOX 31220 | BETHESDA | MD | 20824 | NONE | PUBLIC CHARITY | SURVEY ON VOLUNTEERING BY OCCUPATIONAL THERAPISTS AND 5 VOLUNTEER AWARDS | $15,500 |
| CARE CLINIC | |||||||
| 1407 WEST 4TH STREET | RED WING | MN | 55066 | NONE | PUBLIC CHARITY | START-UP COSTS FOR NEW DENTAL CLINIC | $18,000 |
| NATIONAL CHILDREN'S ORAL HEALTH FOUNDATION | |||||||
| 4108 PARK ROAD SUITE 406 | CHARLOTTE | NC | 28209 | NONE | PUBLIC CHARITY | GROWING NUMBER OF LOCAL AFFILIATES, INCREASING ORAL HEALTH ZONES | $70,000 |
| CHILDREN'S DENTAL CENTER OF GREATER LOS ANGELES | |||||||
| 300 EAST BUCKTHORN STREET | INGLEWOOD | CA | 90301 | NONE | PUBLIC CHARITY | SUPPORT STUDENTS IN DENTAL PROFESSIONS WHO VOLUNTEER IN ORGANIZATION | $20,000 |
| DADE COUNTY DENTAL RESEARCH CLINIC | |||||||
| 750 NW 20TH STREET | MIAMI | FL | 33127 | NONE | PUBLIC CHARITY | VOLUNTEER RECRUITMENT MATERIALS | $9,500 |
| UC DAVIS SCHOOL OF VETERINARY MEDICINE | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PUBLIC CHARITY | DEVELOPMENT OF FIRST 10 MODULES OF THE NEW ONLINE SELF-ASSESMENT TOOL | $14,555 |
| INTERFAITH DENTAL CLINIC | |||||||
| 1721 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | SUPPORT COSTS OF A DENTAL ASSISTANT TO WORK WITH THE | $12,000 |
| IOWA MISSION OF MERCY | |||||||
| 5530 WEST PARKWAY SUITE 100 | JOHNSTON | IA | 50131 | NONE | PUBLIC CHARITY | MISSION OF MERCY ON NOVEMBER 5 AND 6 IN CEDAR RAPIDS, IA | $10,000 |
| KIDS IN DISTRESS | |||||||
| 819 NE 26TH STREET | FORT LAUDERDALE | FL | 33305 | NONE | PUBLIC CHARITY | UTILITY COSTS OF NEW 12-OPERATORY DENTAL CLINIC | $10,000 |
| RED RIVER VALLEY DENTAL ACCESS PROJECT | |||||||
| OPO BOX 1748 | FARGO | ND | 58107 | NONE | PUBLIC CHARITY | RECRUIT ADDITIONAL DENTAL PROFESSIONALS FOR URGENT CARE DENTAL CLINIC | $4,000 |
| ORAL HEALTH AMERICA | |||||||
| 410 NORTH MICHIGAN AVENUE SUITE 352 | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | EXPAND MILES AROSS AMERICA PROGRAM | $53,500 |
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY PO BOX 297 | ST PETER | MN | 56082 | NONE | EXEMPT ORGANIZATION | SCHOLARSHIPS | $153,000 |
| UNION GOSPEL MISSION TWIN CITIES | |||||||
| 77 9TH STREET EAST | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | PILOT AND EVALUATE IMPACT OF PROVIDING MEALS FOR DENTAL VOLUNTEERS | $5,500 |
| DOOR COUNTY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 1843 MICHIGAN STREERT | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | SUPPORT DENTAL PROFESSIONALS VOLUNTEERING AT YOUR CLINIC | $2,200 |
| GENESIS WORLD MISSION INC | |||||||
| 215 WEST 35TH STREET | GARDEN CITY | ID | 83714 | NONE | PUBLIC CHARITY | EXPANSION OF TWO-OPERATORY DENTAL CLINIC HOURS | $6,000 |
| AMERICA'S DENTISTS CARE FOUNDATION | |||||||
| 9110 E 35TH STREET NORTH | WICHITA | KS | 67226 | NONE | PUBLIC CHARITY | NON-DENTAL EQUIPMENT FOR ONE NEW SEMI-TRAILER AND UPGRADES TO OTHER NON-DENT | $125,000 |
| LOS ANGELES EDUCATION PARTNERSHIP | |||||||
| 1055 WEST SEVENTH STREET SUITE 200 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | ORAL HEALTH INITIATIVE FOR LOW-INCOME CHILDREN AND PARENTS | $10,000 |
| ST LUKE'S HEALTH CARE FOUNDATION | |||||||
| 855 A AVENUE NE SUITE 105 | CEDAR RAPIDS | IA | 52402 | NONE | PUBLIC CHARITY | CONSTRUCTION COSTS FOR UPDATING AND EXPANDING DENTAL CLINIC | $15,000 |
| TEXAS A&M COLLEGE OF VETERINARY MEDICINE | |||||||
| 4461 TAMU | COLLEGE STATION | TX | 77845 | NONE | PUBLIC CHARITY | FUNDING FOR PATTERSON MINORITY FELLPW IN VETERINARY MEDICINE | $12,000 |
| VOLUNTEERS IN MEDICINE BERKSHIRES | |||||||
| 777 MAIN STREET SUITE 4 | GREAT BARRINGTON | MA | 01230 | NONE | PUBLIC CHARITY | INMPLEMENTATION OF E-MDS SOFTWARE IN DENTAL CLINIC | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 576255 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $446,519 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 525990 | BusinessCode |
| Unrelated Business Income | -$9,348 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $429,118 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$9,348 | UnrelatedBusinessIncomeAmount |
| Exclusion | $875,637 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 866289 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENTS | 3300 IDS CEENTER 80 SOUTH 8TH STREE | MINNEAPOLIS | MN | 55402 | 12437 | X | |
| 2 | TIM WAGSTAFF | 13518 TAYLORCREST ROAD | HOUSTON | TX | 77079 | 5000 | X | |
| 3 | PAUL GUGGENHEIM | 1009 SUMMIT AVENUE | ST PAUL | MN | 55104 | 5249 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 3 | ContributorNumberFromPartI |
| Noncash Property Description | 172 SHARES OF PATTERSON COMPANIES | NoncashPropertyDescription |
| Fair Market Value | 5249 | FairMarketValue |
| Date Received | 2010-12-17 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING | Category |
| Amount | $14,623 | Amount |
| Net Investment Income | 5066 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 9557 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | 990-PF, PART I, LINE 6 | ReturnReference |
| Explanation | THE FOUNDATION IS REPORTING THE NET GAIN FROM INVESTMENT TRANSACTIONS ON LINE 6. THE FOUNDATION'S ACCOUNTING SYSTEM RECORDED THESE INVESTMENT TRANSACTIONS. OBTAINING THE DATA OF GROSS SALES PRICE ON A TRANSACTION-BY-TRANSACTION BASIS WOULD REQUIRE SUBSTANTIAL ADDITIONAL ACCOUNTING COST AND EFFORT. THE FOUNDATION IS AUDITED BY INDEPENDENT CPA'S AND THE GAIN OR LOSS AND COST FIGURES ARE REGULARLY RECONCILED TO THE CUSTODIAN'S RECORDS. THE DETAIL IS ULTIMATELY AVAILABLE IN THE FOUNDATION'S RETAINED RECORDS. | Explanation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MONEY MARKET FUNDS | FMV | 20512 | 20512 |
| EQUITIES | FMV | 10082122 | 10082122 |
| BONDS AND NOTES | FMV | 3089014 | 3089014 |
| POOLED, COMMON AND COLLECTIVE FUNDS | FMV | 2676271 | 2676271 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ACCRUED EXCISE TAX RECEIVABLE | 6610 | 322 | 322 |
| ACCRUED INTEREST AND DIVIDENDS | 32264 | 32822 | 32822 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MISCELLANEOUS | 520 | 0 | 0 | 520 |
| WRITE-OFF OF PROMISE TO GIVE | 3000 | 0 | 0 | 0 |
| FUNDRAISING - DVD | 32397 | 0 | 0 | 32397 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $1,471,697 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX PAYABLE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 8733 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $110,149 | 110149 | 0 | 0 |
| SCHOLARSHIP FEES | $9,250 | 0 | 0 | 9250 |
| GRANTS CONSULTING | $22,568 | 0 | 0 | 23716 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE AND UNRELATED BUSINESS INCOME TAXES | Category |
| Amount | $15,021 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments