J W PATTERSON FOUNDATION INC: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- J W PATTERSON FOUNDATION INC (EIN 46-1014263)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-26
- IRS object ID
- 201822999349200607
- Schema version
- 2017v2.3
- 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 | 2018-10-26T09:18:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464187261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG & WADLINGTON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LEWIS HARGETT CIRCLE SUITE 240 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461014263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW PATTERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWPA | BusinessNameControlTxt |
| Phone | 8596214271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 CHINOE ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH COONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8596214271 | PhoneNum |
| Signature | 2018-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWENDOLYN B YOUNG CPA CVA | PreparerPersonNm |
| PTIN | P00011207 | PTIN |
| Phone | 8594751010 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.99.74.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-07-13 | IPDt |
| IP Tm | 12:58:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3F8860C7B3207B175A22DC4681C7B3212A2E7B5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | HTTP://SPEECH-DEBATE-SCHOLARSHIPS.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $82,498 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $82,300 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $198 | InvestmentIncomeAmt |
| Total Revenue | $82,498 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $15,400 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,000 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $113 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $7,866 | OtherExpensesTotalAmt |
| Total Expenses | $25,379 | TotalExpensesAmt |
| Excess Or Deficit For Year | $57,119 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $173,413 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,830 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $232,362 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,705 | BOYAmt |
| EOY | $225,767 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,708 | BOYAmt |
| EOY | $6,595 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,413 | BOYAmt |
| EOY | $232,362 | 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 | $173,413 | BOYAmt |
| EOY | $232,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | OUR MISSION IS TO PROMOTE THE ACADEMIC STUDY OF PERSUASION, DEBATE, AND PUBLIC SPEAKING, THE MAJOR INSTRUMENTS FOR MAKING DECISIONS AND RESOLVING DIFFERENCES IN A FREE SOCIETY. THIS IS ACCOMPLISHED THROUGH SCHOLARSHIPS AND GRANTS TO DEBATE PROGRAMS, INSTITUTES, AND TOURNAMENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| UNIVERSITY OF KENTUCKY - SPONSORSHIP OF CERTAIN ACTIVITIES ORGANIZED BY UK DEBATE AT THE TOURNAMENT OF CHAMPIONS FOR HIGH SCHOOL STUDENTS AND COACHES. | $0 | $5,848 |
| TOURNAMENT OF CHAMPION AWARDS TO AID IN TRAVEL TO THE TOURNAMENT AND TO HELP COVER ENTRY FEES FOR STUDENTS DEMONSTRATING A FINANCIAL NEED. SEVENTEEN STUDENTS RECEIVED AWARDS. | $2,900 | $0 |
| GRANTS TO THE UNIVERSITY OF MICHIGAN TO PROVIDE TWENTY JW PATTERSON FELLOWSHIPS FOR THE MICHIGAN DEBATE INSTITUTE. THE FELLOWS ARE HIGH SCHOOL STUDENTS SELECTED ON MERIT WHO PARTICIPATE IN AND HELP LEAD INSTITUTE ACTIVITIES. | $12,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,848 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CY KIANI | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOHN CAIN | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID BROWNELL | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| FRED DORWART | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| RUSS HUBBARD | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEFF JONES | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOHN MASSEY | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| TA MCKINNEY | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| DR JW PATTERSON | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| PAUL SKIERMONT | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| MICHELLE CRAFT | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| BILL SMELKO | ||||
| DIRECTOR | 0.25 | $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 |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 CHINOE ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8596214271 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,200 | CurrentTaxYearAmt |
| Total | $394,156 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,200 | CurrentTaxYearAmt |
| Total | $394,156 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $394,156 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $72 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $198 | CurrentTaxYearAmt |
| Total | $534 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $72 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $198 | CurrentTaxYearAmt |
| Total | $534 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,398 | CurrentTaxYearAmt |
| Total | $394,690 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99890 | PublicSupportPY509Pct |
| Investment Income CY | 0.00140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00110 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDEND INCOME. AMOUNT: 198. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EXEMPT PURPOSE. GRANTEE NAME: UNIVERSITY OF MICHIGAN. GRANTEE ADDRESS: 503 THOMPSON ST. ANN ARBOR, MI 48109. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/31/17. AMOUNT GIVEN: 12,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EXEMPT PURPOSE. GRANTEE NAME: VARIOUS SCHOLARSHIPS NO MORE THAN $500. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,900. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 15,400. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION/AMORTIZATION. AMOUNT: 113. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: DEBATE EXPENSE. AMOUNT: 5,848. DESCRIPTION: OFFICE EXPENSES & SUPPLIES. AMOUNT: 1,523. DESCRIPTION: CONTRACT LABOR. AMOUNT: 480. DESCRIPTION: TAXES & LICENSES. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 7,866. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 1,830. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: TRADEMARK. BEG. OF YEAR AMOUNT: 6,500. END OF YEAR AMOUNT: 6,500. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 208. END OF YEAR AMOUNT: 95. |
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 |