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SQUIRE PATTON BOGGS FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SQUIRE PATTON BOGGS FOUNDATION (EIN 52-2284635)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-02-11
IRS object ID
201500429349300620
Schema version
2013v4.0
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)
Return2015-02-11T09:35:10-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18219 LEESBURG PIKE SUITE 800AddressLine1
CityTYSONS CORNERCity
StateVAState
ZIP Code22182ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522284635EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATTON BOGGS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPATTBusinessNameControlTxt
Phone2024576424PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12550 M STREETAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200371350ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN OBERDORFERPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone2024576424PhoneNum
Signature2015-02-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM M APPLEPreparerPersonNm
PTINP00193452PTIN
Phone7039238300PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN OBERDORFERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12550 M STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20037ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$304,020GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PATTONBOGGS.COM/ABOUT/PBFOUNDATION/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSUPPORTING EDUCATIONAL AND CHARITABLE ACTIVITIES IN CERTAIN COMMUNITIESActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$47,471PYContributionsGrantsAmt
CY Contributions Grants$14,200CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$43,216PYInvestmentIncomeAmt
CY Investment Income$77,322CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$90,687PYTotalRevenueAmt
CY Total Revenue$91,522CYTotalRevenueAmt
PY Grants And Similar Paid$85,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$75,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,646PYOtherExpensesAmt
CY Other Expenses$7,738CYOtherExpensesAmt
PY Total Expenses$90,646PYTotalExpensesAmt
CY Total Expenses$82,738CYTotalExpensesAmt
PY Revenues Less Expenses$41PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,784CYRevenuesLessExpensesAmt
Total Assets BOY$1,272,901TotalAssetsBOYAmt
Total Assets EOY$1,281,685TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,272,901NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,281,685NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION'S PRIMARY PURPOSE IS SUPPORTING EDUCATIONAL AND CHARITABLE ACTIVITIES IN CERTAIN COMMUNITIESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$75,000ExpenseAmt
Grant$75,000GrantAmt
DescPROVIDING GRANTS TO LAW SCHOOLS FOR FELLOWSHIPS TO LAW SCHOOL STUDENTS SELECTED BY EACH INDIVIDUAL SCHOOL. EACH INDIVIDUAL GRANT TO DOMESTIC ORGANIZATIONS WAS NOT MORE THAN $5,000.Desc
Total Program Service Expenses$75,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM RYANBusinessNameLine1
FieldValueIRS element (for citing)
Phone2024576000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12550 M STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20037ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES R PATTON JR
DIRECTOR/CHAIRMAN1.00Yes (X)$0$0$0
THOMAS H BOGGS JR
DIRECTOR/VICE CHAIRMAN1.00Yes (X)$0$0$0
JOHN L OBERDORFER
DIRECTOR/PRESIDENT5.00Yes (X)$0$0$0
WILLIAM J RYAN
SECRETARY/TREASURER2.00Yes (X)$0$0$0
JOSEPH BRAND
DIRECTOR1.00Yes (X)$0$0$0
MIKE FORSHEY
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$14,200AllOtherContributionsAmt
Total Contributions$14,200TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,879TotalRevenueColumnAmt
Exclusion$28,879ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$260,941SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$212,498SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$48,443SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,443TotalRevenueColumnAmt
Exclusion$48,443ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,522TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$77,322ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$75,000TotalAmt
Program Services$75,000ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
INVESTMENT FEES$6,155$6,155
LICENSE FEES$1,058$1,058
FOREIGN TAX WITHHELD$525$525

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$82,738TotalAmt
Program Services$75,000ProgramServicesAmt
Management And General$7,738ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$32,261BOYAmt
EOY$9,342EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$36,067BOYAmt
EOY$45,571EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,204,573BOYAmt
EOY$1,226,772EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,272,901BOYAmt
EOY$1,281,685EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,272,901BOYAmt
EOY$1,281,685EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,272,901BOYAmt
EOY$1,281,685EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,272,901BOYAmt
EOY$1,281,685EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,784ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,328CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,537CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,861CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,471CurrentTaxYearMinus1YearAmt
Current Tax Year$14,200CurrentTaxYearAmt
Total$249,397TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,328CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,537CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,861CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,471CurrentTaxYearMinus1YearAmt
Current Tax Year$14,200CurrentTaxYearAmt
Total$249,397TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$41,762SubstantialContributorsTotAmt
Public Support Total170$207,635PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,534CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,525CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,889CurrentTaxYearMinus1YearAmt
Current Tax Year$30,311CurrentTaxYearAmt
Total$153,388TotalAmt
FieldValueIRS element (for citing)
Total Support$402,785TotalSupportAmt
Public Support CY1700.51550PublicSupportCY170Pct
Public Support PY1700.55840PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BNOT APPLICABLE - THE PATTON BOGGS FOUNDATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION MAINTAINS ACCURATE ACCOUNTING RECORDS THROUGHOUT THE YEAR AND PROVIDES DOCUMENTATION TO ITS TAX PREPARER. THE TAX PREPARER SENDS A DRAFT OF THE COMPLETED FORM 990 TO WILLIAM RYAN, SECRETARY/TREASURER FOR REVIEW OF FINANCIAL AND NON-FINANCIAL ELEMENTS. UPON CONSULTATION WITH JOHN OBERDORFER, DIRECTOR/PRESIDENT, REVISIONS ARE MADE AS NECESSARY, WITH RELEVANT GUIDANCE FROM THE TAX PREPARER. MR. RYAN AND MR. OBERDORFER ARE MOST INVOLVED WITH MAINTAINING FINANCIAL RECORDS OF THE FOUNDATION AND THEY REVIEW THE FINAL VERSION OF THE FORM 990 FOR ACCURACY PRIOR TO SIGNATURE AND SUBMISSION TO THE IRS. COPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST TO THE MEMBERS OF THE GOVERNING BODY BEFORE IT IS FILED AND FILED COPIES WILL BE DISTRIBUTED TO THE MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION DID NOT COMPENSATE ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE.
FORM 990, PART VI, SECTION C, LINE 19THE PATTON BOGGS FOUNDATION MAKES ITS ARTICLES AND BYLAWS AVAILABLE TO THE PUBLIC FOR INSPECTION AND REVIEW UPON REQUEST OR INQUIRY TO ANY DIRECTOR AND TREASURER OF THE PATTON BOGGS FOUNDATION. THE DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE OFFICE OF SQUIRE PATTON BOGGS AT 2550 M STREET, NW, WASHINGTON, DC.
FORM 990, PART VI, SECTION A, LINE 9JAMES PATTON CAN BE REACHED AT THE FOLLOWING ADDRESS: 512 CEDAR CLUB CIRCLE CHAPEL HILL, NORTH CAROLINA 27517