PATENT QUALITY EDUCATION & TRAINING FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PATENT QUALITY EDUCATION & TRAINING FOUNDATION (EIN 82-2174233)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349202244
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T12:39:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4130 PARKLAKE AVE STE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822174233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATENT QUALITY EDUCATION & TRAINING | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATE | BusinessNameControlTxt |
| Phone | 9195313240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 S WEST STREET | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY WILSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9195313240 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE FOOTE | PreparerPersonNm |
| PTIN | P01387279 | PTIN |
| Phone | 9198792909 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | HTTPS://WWW.PATENTTRAININGFOUNDATION.ORG/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $8,957 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $8,773 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $184 | InvestmentIncomeAmt |
| Special Events Direct Expenses | $3,930 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$3,930 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $5,027 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $15,000 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $2,842 | OtherExpensesTotalAmt |
| Total Expenses | $17,842 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$12,815 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $178,349 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $165,534 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,349 | BOYAmt |
| EOY | $165,534 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,349 | BOYAmt |
| EOY | $165,534 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,349 | BOYAmt |
| EOY | $165,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE FOUNDATION SHALL HAVE AS ITS SPECIFIED PRINCIPAL PURPOSE (A) PROVIDING FINANCIAL, ADVISORY AND OTHER SUPPORT AND ASSISTANCE TO PROGRAMS AND/OR INITIATIVES OF ACCREDITED LAW SCHOOLS, WITH A SPECIAL BUT NON-EXCLUSIVE FOCUS ON LAW SCHOOLS THAT ARE OWNED BY (OR OPERATED UNDER THE AUSPICES AND CONTROL OF) AN HISTORICALLY BLACK COLLEGE OR UNIVERSITY (AN "HBCU"), WHICH PROGRAMS AND/OR INITIATIVES ARE FOCUSED ON (I) IMPROVING THE QUALITY AND INTEGRITY OF PROTECTION OF INTELLECTUAL PROPERTY RIGHTS UNDER APPLICABLE PATENT LAWS AND (II) TEACHING AND EQUIPPING STUDENTS AT SUCH LAW SCHOOLS WITH PRACTICAL SKILLS THAT ENHANCE THEIR PROSPECTS FOR SUCCESSFUL CAREERS IN THE AREA OF PATENT OR OTHER INTELLECTUAL PROPERTY LAW, (B) ALLOCATING DONOR RESOURCES CONTRIBUTED TO THE FOUNDATION IN THE MOST EFFECTIVE MANNER TO ADVANCE THE FOREGOING AND (C) PROVIDING ACCOUNTABILITY THERFORE TO DONORS, OTHER SUPPORTERS AND CONSTITUENCIES OF THE FOUNDATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDED FINANCIAL, ADVISORY AND OTHER SUPPORT AND ASSISTANCE TO ACCREDITED LAW SCHOOLS FOCUSED ON IMPROVING THE QUALITY AND INTEGRITY OF PROTECTION OF INTELLECTUAL PROPERTY RIGHTS UNDER APPLICABLE PATENT LAWS AND FOR TEACHING AND EQUIPPING STUDENTS WITH PRACTICAL SKILLS IN THE AREA OF PATENT OR OTHER INTELLECTUAL PROPERTY LAW. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TIMOTHY WILSON | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| RACHELLE THOMPSON | ||||
| MEMBER | 2.00 | $0 | $0 | $0 |
| THOMAS ROCZYLOVICH | ||||
| MEMBER | 2.00 | $0 | $0 | $0 |
| DAVID SHEPPARD | ||||
| MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY WILSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 S WEST STREET | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9195313240 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,773 | CurrentTaxYearAmt |
| Total | $154,443 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,773 | CurrentTaxYearAmt |
| Total | $154,443 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $154,443 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184 | CurrentTaxYearAmt |
| Total | $541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $154,984 | TotalSupportAmt |
| Public Support CY170 | 0.99650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PATENT DIVERSITY GALA | Event1Nm |
| Charitable Contri Event1 | $8,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | -$8,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,000 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,930 | OtherDirectExpensesEvent1Amt |
| Charitable Contributions Tot | $8,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | -$8,500 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,000 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,930 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,930 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,430 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 184. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: NC CENTRAL UNIVERSITY COLLEGE OF LAW. GRANTEE ADDRESS: 640 NELSON STREET DURHAM, NC 27707. DATE OF GIFT: 10/25/23. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: SOUTHERN UNIVERSITY COLLEGE OF LAW. GRANTEE ADDRESS: 2 ROOSEVELT STEPTOE DRIVE BATON ROUGE, LA 70813. DATE OF GIFT: 11/14/23. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 15,000. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 357. DESCRIPTION: BANK CHARGES. AMOUNT: 346. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 39. DESCRIPTION: CONTRACTORS. AMOUNT: 1,920. DESCRIPTION: QUICKBOOKS FEES. AMOUNT: 180. TOTAL TO FORM 990-EZ, LINE 16: 2,842. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |