J W PATTERSON FOUNDATION INC: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- J W PATTERSON FOUNDATION INC (EIN 46-1014263)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-17
- IRS object ID
- 201632929349200508
- Schema version
- 2015v2.1
- 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 | 2016-10-17T00:00:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-09-22 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $34,196 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $34,141 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $55 | InvestmentIncomeAmt |
| Total Revenue | $34,196 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $21,936 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $2,187 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,263 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $170 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $300 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $2,367 | OtherExpensesTotalAmt |
| Total Expenses | $29,223 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,973 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $86,025 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $90,998 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,157 | BOYAmt |
| EOY | $84,120 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,868 | BOYAmt |
| EOY | $6,878 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,025 | BOYAmt |
| EOY | $90,998 | 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 | $86,025 | BOYAmt |
| EOY | $90,998 | 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 THRU SCHOLARSHIPS AND GRANTS TO DEBATE PROGRAMS AND TOURNAMENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| UNIVERSITY OF MICHIGAN GRANT - SPONSOR JW PATTERSON FELLOWS FOR THE MICHIGAN DEBATE INSTITUTE. THE FELLOWS ARE HIGH SCHOOL STUDENTS SELECTED ON MERIT WHO PARTICIPATE AND HELP LEAD THE MICHIGAN DEBATE INSTITUTE | $12,600 | $12,600 |
| TOC AWARDS - TO AID IN TRAVEL TO THE TOC AND TO AID IN PAYMENT OF ENTRY FEES FOR STUDENTS SHWOING THE FINANCIAL NEED. 33 STUDENTS RECEIVED ASSISTANCE DURING 2015 | $5,500 | $5,500 |
| UNIVERSITY OF KENTUCKY - SPONSORSHIP OF CERTAIN ACTIVITIES ORGANIZED BY UK DEBATE AT THE TOURNAMENT OF HAMPIONS FOR HIGHSCHOOL STUDNETS AND COACHES. | $3,836 | $3,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,936 | 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 |
|---|---|---|---|---|
| RICHARD BRADLEY | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRITT BROCKMAN | ||||
| 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 |
| JOHNS MASSEY | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| TA MCKINNEY | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| MICHEL OUITA | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| DR JW PATTERSON | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| PAUL SKIERMONT | ||||
| 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 Minus2 Years | $60,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,196 | CurrentTaxYearAmt |
| Total | $196,129 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $60,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,196 | CurrentTaxYearAmt |
| Total | $196,129 | 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 | $196,129 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $72 | CurrentTaxYearMinus1YearAmt |
| Total | $72 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $72 | CurrentTaxYearMinus1YearAmt |
| Total | $72 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $60,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,196 | CurrentTaxYearAmt |
| Total | $196,201 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
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 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: 55. |
| 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: 07/17/15. AMOUNT GIVEN: 12,600. |
| 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: 5,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EXEMPT PURPOSE. GRANTEE NAME: UNIVERSITY OF KENTUCKY. GRANTEE ADDRESS: 225 FUNKHOUSER BUILDING LEXINGTON, KY 40506. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/27/15. AMOUNT GIVEN: 3,836. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 21,936. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION/AMORTIZATION. AMOUNT: 170. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 245. DESCRIPTION: OFFICE EXPENSES & SUPPLIES. AMOUNT: 2,100. DESCRIPTION: TAXES & LICENSES. AMOUNT: 15. DESCRIPTION: UNREALIZED INVESTMENT LOSS. AMOUNT: 7. TOTAL TO FORM 990-EZ, LINE 16: 2,367. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: TRADEMARK. BEG. OF YEAR AMOUNT: 4,320. END OF YEAR AMOUNT: 6,500. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 548. END OF YEAR AMOUNT: 378. |
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 |