PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-03-08
IRS object ID
201120679349100602
Schema version
2010v3.2
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)
Timestamp2011-03-08T16:15:32-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-03-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJULIE P ARNOLD CPAName
Phone4134585722Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY7999FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss431000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses431000TotalRevenueAndExpenses
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 Expnss284OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps284OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss284TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps284TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss427000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps427000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss427284TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps427284TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses3716ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4283CashBOY
Cash EOY7999CashEOY
Cash EOYFMV7999CashEOYFMV
Total Assets BOY4283TotalAssetsBOY
Total Assets EOY7999TotalAssetsEOY
Total Assets EOYFMV7999TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY4283UnrestrictedBOY
Unrestricted EOY7999UnrestrictedEOY
Total Net Assets BOY4283TotalNetAssetsBOY
Total Net Assets EOY7999TotalNetAssetsEOY
Total Liabilities Net Assets BOY4283TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY7999TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4283TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses3716ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal7999Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY7999TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1420842QualifyingDistributionsYear1
Noncharitable Assets Year13648NoncharitableAssetsYear1
Distribution Ratio Year1115.362390DistributionRatioYear1
Qualifying Distributions Year2317699QualifyingDistributionsYear2
Noncharitable Assets Year23177NoncharitableAssetsYear2
Distribution Ratio Year299.999685DistributionRatioYear2
Qualifying Distributions Year3815928QualifyingDistributionsYear3
Noncharitable Assets Year33835NoncharitableAssetsYear3
Distribution Ratio Year3212.758279DistributionRatioYear3
Qualifying Distributions Year4488200QualifyingDistributionsYear4
Noncharitable Assets Year44399NoncharitableAssetsYear4
Distribution Ratio Year4110.979768DistributionRatioYear4
Qualifying Distributions Year5300000QualifyingDistributionsYear5
Noncharitable Assets Year56501NoncharitableAssetsYear5
Distribution Ratio Year546.146747DistributionRatioYear5
Total Distribution Ratio585.246869TotalDistributionRatio
Average Distribution Ratio117.049374AverageDistributionRatio
Net Noncharitable Assets6049NetNoncharitableAssets
Adjusted Noncharitable Assets708032AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One708032AdjNonchrtblAssetsAndOnePct
Qualifying Distributions427284QualifyingDistributions

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 Balances6141AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6141TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets6141AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable92CashDeemedCharitable
Net Noncharitable Assets6049NetNoncharitableAssets
Minimum Investment Return302MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return302MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj302DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded302DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted302DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions427284ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions427284QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions427284AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted302DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5299675ExcessDistriCarryoverYear5
Excess Distri Carryover Year4487980ExcessDistriCarryoverYear4
Excess Distri Carryover Year3815736ExcessDistriCarryoverYear3
Excess Distri Carryover Year2317540ExcessDistriCarryoverYear2
Excess Distri Carryover Year1420660ExcessDistriCarryoverYear1
Total Excess Distri Carryover2341591TotalExcessDistriCarryover
Qualifying Distributions427284QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year302AppliedToCurrentYear
Remaining Distri From Corpus426982RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus2768573TotalCorpus
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 Year5299675ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2468898ExcessDistriCyovToNextYear
Excess From Year4487980ExcessFromYear4
Excess From Year3815736ExcessFromYear3
Excess From Year2317540ExcessFromYear2
Excess From Year1420660ExcessFromYear1
Excess From Current Year426982ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
BOCA HELPING HANDS INC
1500 NW 1 COURTBOCA RATONFL33432N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,500
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$196,500
MASSACHUSETTS GENERAL HOSPITAL
165 CAMBRIDGE STREET STE 600BOSTONMA02114N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200,000
BRCH FOUNDATION
745 MEADOWS DRIVEBOCA RATONFL33486N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$10,000
JAFCO
4200 NORTH UNIVERSITY DRIVESUNRISEFL33351N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
HOME SAFE
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$10,000
PROPEL
C/O INVESTMENTS LTD-215 N FEDERALBOCA RATONFL33432N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$5,000HWY STE 1
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVEBOSTONMA02115N/APUBLIC CHARITYGENERAL CHARITABLE PURPOSES$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year427000TotGrantOrContriPaidDuringYear
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

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualNATIONAL LAND PARTNERS LLCContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1
CityWILLIAMSTOWNCity
StateMAState
ZIP Code01267ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions431000AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES909
ACCOUNTING2750275

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