PATTERSON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON FAMILY FOUNDATION (EIN 94-3268717)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-12
- IRS object ID
- 201312559349100701
- Schema version
- 2012v2.2
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-12T12:04:46-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943268717 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patterson Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PATT | NameControl |
| Phone | 3022345750 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Brandywine Tr Co 7234 Lancaster Pke | AddressLine1 |
| City | Hockessin | City |
| State | DE | State |
| ZIP Code | 19707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Louise M Patterson | Name |
| Title | President | Title |
| Date Signed | 2013-09-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-09-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11567553 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 11445000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 47 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -77705 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11367295 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11338995 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11367342 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11339042 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 365 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 365 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14162 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3713 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 10449 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4636 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1000 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1000 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20163 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3713 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11814 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1984500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1984500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2004663 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3713 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1996314 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 9362679 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11335329 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 951341 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10314020 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10314020 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2700560 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2700560 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1253533 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3651901 | TotalAssetsBOY |
| Total Assets EOY | 13014580 | TotalAssetsEOY |
| Total Assets EOYFMV | 11567553 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3651901 | RetainedEarningsBOY |
| Retained Earnings EOY | 13014580 | RetainedEarningsEOY |
| Total Net Assets BOY | 3651901 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13014580 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3651901 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 13014580 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3651901 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 9362679 | ExcessOfRevenueOverExpenses |
| Subtotal | 13014580 | Subtotal |
| Total Net Assets Fund Balances EOY | 13014580 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 11367295 | GrossSalesPrice |
| Cost Or Other Basis | 11445000 | CostOrOtherBasis |
| Gain Or Loss | 11338995 | GainOrLoss |
| Gains Minus Excess Or Losses | 11338995 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11338995 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 879252 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2907777 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.302379 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 545533 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2855564 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.191042 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1228700 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3794425 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.323817 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 733924 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5668020 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.129485 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3865129 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5377551 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.718753 | DistributionRatioYear5 |
| Total Distribution Ratio | 001.665476 | TotalDistributionRatio |
| Average Distribution Ratio | 000.333095 | AverageDistributionRatio |
| Net Noncharitable Assets | 3881842 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1293022 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 113353 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1406375 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1996314 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 113353 | InvestmentIncomeExciseTax |
| Subtotal | 113353 | Subtotal |
| Tax Based On Investment Income | 113353 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 113329 | TaxPaidWithExtension |
| Total Credits And Payments | 113329 | TotalCreditsAndPayments |
| Tax Paid Original Return | 113329 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 24 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | true | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brandywine Trust Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3022345750 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 Lancaster Pike Suite 300-A | AddressLine1 |
| City | Hockessin | City |
| State | DE | State |
| ZIP Code | 19707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Arthur C Patterson | ||||||
| Brandywine Tr Co 7234 Lancaster Pke | Hockessin | DE | 19707 | Chairman / Dir / Treas | 001.00 | 0 |
| Louise M Patterson | ||||||
| Brandywine Tr Co 7234 Lancaster Pke | Hockessin | DE | 19707 | Pres / Dir | 001.00 | 0 |
| Hume R Steyer | ||||||
| Brandywine Tr Co 7234 Lancaster Pke | Hockessin | DE | 19707 | Sec | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1200078 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2740878 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3940956 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3940956 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 59114 | CashDeemedCharitable |
| Net Noncharitable Assets | 3881842 | NetNoncharitableAssets |
| Minimum Investment Return | 194092 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 194092 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 113353 | TaxBasedOnInvestmentIncome |
| Total Tax | 113353 | TotalTax |
| Distributable Amount Before Adj | 80739 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 80739 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 80739 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1996314 | ExpensesAndContributions |
| Qualifying Distributions | 1996314 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 113353 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1882961 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 80739 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3762137 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 452452 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1038979 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 402755 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 740059 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6396382 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1996314 | QualifyingDistributions |
| Applied To Current Year | 80739 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1915575 | RemainingDistriFromCorpus |
| Total Corpus | 8311957 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3762137 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4549820 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 452452 | ExcessFromYear4 |
| Excess From Year3 | 1038979 | ExcessFromYear3 |
| Excess From Year2 | 402755 | ExcessFromYear2 |
| Excess From Year1 | 740059 | ExcessFromYear1 |
| Excess From Current Year | 1915575 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Arthur C Patterson | ContributingManager |
| Contributing Manager | Louise M Patterson | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASPIRE PUBLIC SCHOOLS | |||||||
| 1001 22ND AVE STE 100 | OAKLAND | CA | 94606 | N/A | 509a1 | California Annual Fund | $100,000 |
| BOWDOIN COLLEGE | |||||||
| 3530 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | 509a1 | General Unrestricted | $500,000 |
| BREAST CANCER FUND | |||||||
| 1388 SUTTER ST STE 400 | SAN FRANCISCO | CA | 94109 | N/A | 509a1 | Charitable Event | $1,000 |
| DONORS TRUST INC | |||||||
| 109 N HENRY ST | ALEXANDRIA | VA | 22314 | N/A | 509a1 | Dodd-Frank Constitutional Challenge Fund | $10,000 |
| DREW SCHOOL | |||||||
| 2901 CALIFORNIA ST | SAN FRANCISCO | CA | 94115 | N/A | 509a1 | Linda Riff Fund | $10,000 |
| HENRY L FERGUSON MUSEUM | |||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | N/A | 509a1 | General Unrestricted | $2,000 |
| ISABELLA STEWART GARDNER MUSEUM INC | |||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | N/A | 509a1 | General Unrestricted | $4,000 |
| ISLAND HEALTH PROJECT INC | |||||||
| PO BOX 344 | FISHERS ISLE | NY | 06390 | N/A | 509a1 | General Unrestricted | $1,000 |
| ISLAND HEALTH PROJECT INC | |||||||
| PO BOX 344 | FISHERS ISLE | NY | 06390 | N/A | 509a1 | 2012 Annual Appeal Campaign | $1,000 |
| KATHERINE BRANSON SCHOOL | |||||||
| PO BOX 887 | ROSS | CA | 94957 | N/A | 509a1 | Annual Fund | $25,000 |
| KATHERINE BRANSON SCHOOL | |||||||
| PO BOX 887 | ROSS | CA | 94957 | N/A | 509a1 | Fund-A-Need Campaign | $25,000 |
| MARIN COUNTRY DAY SCHOOL | |||||||
| 5221 PARADISE DR | CORTE MADERA | CA | 94925 | N/A | 509a1 | Annual Fund | $15,000 |
| MARIN ROWING ASSOCIATION | |||||||
| 50 DRAKES LANDING RD | GREENBRAE | CA | 94904 | N/A | 509a2 | General Unrestricted | $2,500 |
| MERITUS COLLEGE FUND | |||||||
| PO BOX 29024 | SAN FRANCISCO | CA | 94129 | N/A | 509a1 | Meritus College Scholarship Fund | $6,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 111 PINE ST | SAN FRANCISCO | CA | 94111 | N/A | 509a1 | General Unrestricted | $15,000 |
| NARAL PRO-CHOICE CALIFORNIA FOUNDATION | |||||||
| 111 PINE ST STE 1500 | SAN FRANCISCO | CA | 94111 | N/A | 509a1 | General Unrestricted | $5,000 |
| PACIFIC ROWING CLUB | |||||||
| PO BOX 320643 | SAN FRANCISCO | CA | 94132 | N/A | 509a2 | General Unrestricted | $5,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASS AVE STE 3 | CAMBRIDGE | MA | 02138 | N/A | 509a1 | Faculty of Arts and Sciences Deans Discretionary Fund | $450,000 |
| RESOURCES LEGACY FUND - NORTHERN SIERRA PARTNERSHIP | |||||||
| 555 CAPITOL MALL STE 1095 | SACRAMENTO | CA | 95814 | N/A | 509a1 | Conserve Royal Gorge Campaign | $100,000 |
| SAN FRANCISCO FILM SOCIETY | |||||||
| 39 MESA ST STE 110 | SAN FRANCISCO | CA | 94129 | N/A | 509a1 | General Unrestricted | $5,000 |
| SAVE THE BAY | |||||||
| 1330 BROADWAY STE 1800 | OAKLAND | CA | 94612 | N/A | 509a1 | General Unrestricted | $10,000 |
| SMUIN BALLETS-SF | |||||||
| 44 GOUGH ST STE 103 | SAN FRANCISCO | CA | 94103 | N/A | 509a2 | Holiday Challenge | $2,000 |
| ST MARKS SCHOOL OF SOUTHBOROUGH INC | |||||||
| PO BOX 9105 | SOUTHBOROUGH | MA | 01772 | N/A | 509a1 | General Unrestricted | $500,000 |
| SUMMER SEARCH | |||||||
| 500 SANSOME ST STE 350 | SAN FRANCISCO | CA | 94111 | N/A | 509a1 | Charitable Event | $5,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 93023 | N/A | 509a1 | Annual Fund | $15,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 93023 | N/A | 509a1 | Casa Project | $100,000 |
| THE BAY SCHOOL OF SAN FRANCISCO | |||||||
| 35 KEYES AVE | SAN FRANCISCO | CA | 94129 | N/A | 509a1 | Annual Fund | $10,000 |
| URBAN SCHOOL OF SAN FRANCISCO | |||||||
| 1563 PAGE ST | SAN FRANCISCO | CA | 94117 | N/A | 509a1 | the Mark Salkind Scholarship Fund | $50,000 |
| VENTANA WILDERNESS ALLIANCE A NON PROFIT CALIFORNIA CORPORATION | |||||||
| PO BOX 506 | SANTA CRUZ | CA | 95061 | N/A | 509a1 | General Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1984500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$77,705 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$77,658 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -77658 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patterson Arthur C | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3343 Pacific Avenue | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 11445000 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | FACEBOOK INC FB, 500000 sh. | NoncashPropertyDescription |
| Fair Market Value | 11445000 | FairMarketValue |
| Date Received | 2012-10-25 | DateReceived |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 11367295 | GrossSalesPrice |
| Basis | 11445000 | Basis |
| Total Net | -77705 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 40000 shares of ACTUATE CORPORATION | 814138 | 224000 |
| 13333 shares of EPIX PHARMACEUTICALS, INC. | 201383 | 1 |
| 100000 shares of METROPCS COMM INC | 1588550 | 994000 |
| 4700 shares of REALNETWORKS INC. | 96489 | 35532 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2012, Patterson Family Foundation the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 1,984,500. This amount represents over 25 of the Foundations net assets of 2,089,011 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2012. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein. | Statement |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Governance Matters and Counseling | Category |
| Amount | $365 | Amount |
| Disbursements Charitable Prps | 365 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Revenue And Expenses Per Books | 1000 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 1000 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| General Administration | $10,449 | 10449 | |
| Investment Management Services | $3,713 | 3713 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| Excise Tax for 2011 | $3,136 |
| IRS 990-T Tax Estimated Tax Payment | $1,500 |