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SQUIRE PATTON BOGGS FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SQUIRE PATTON BOGGS FOUNDATION (EIN 52-2284635)
Tax period
2010-10-01 to 2011-09-30
Filed
2012-03-06
IRS object ID
201240669349301414
Schema version
2010v3.4
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)
Timestamp2012-03-06T15:13:08-06:00Timestamp
Tax Period End Date2011-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18219 LEESBURG PIKE SUITE 800AddressLine1
CityTYSONS CORNERCity
StateVAState
ZIP Code22182ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522284635EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PATTON BOGGS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPATTNameControl
Phone2024576424Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12550 M STREET NWAddressLine1
CityWASHINGTON DCCity
StateDCState
ZIP Code200371350ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN OBERDORFERName
TitlePRESIDENTTitle
Phone2024576424Phone
Date Signed2012-03-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWILLIAM M APPLEName
Phone7039238300Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN OBERDORFERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13415 ASHLEY TERRACE NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20008ZIPCode
FieldValueIRS element (for citing)
Gross Receipts574732GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.PATTONBOGGS.COM/ABOUT/PBFOUNDATION/WebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2000YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionSUPPORTING EDUCATIONAL AND CHARITABLE ACTIVITIES IN CERTAIN COMMUNITIESActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year31328ContributionsGrantsPriorYear
Contributions Grants Current Year121537ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year35141InvestmentIncomePriorYear
Investment Income Current Year63193InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year66469TotalRevenuePriorYear
Total Revenue Current Year184730TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year60000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY75000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year6308OtherExpensePriorYear
Other Expenses Current Year6940OtherExpensesCurrentYear
Total Expenses Prior Year66308TotalExpensesPriorYear
Total Expenses Current Year81940TotalExpensesCurrentYear
Revenues Less Expenses Prior Year161RevenuesLessExpensesPriorYear
Revenues Less Expenses CY102790RevenuesLessExpensesCY
Total Assets BOY1168232TotalAssetsBOY
Total Assets EOY1271022TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1168232NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1271022NetAssetsOrFundBalancesEOY
Mission DescriptionTHE ORGANIZATION'S PRIMARY PURPOSE IS SUPPORTING EDUCATIONAL AND CHARITABLE ACTIVITIES IN CERTAIN COMMUNITIESMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense75000Expense
Grants75000Grants
Revenue37454Revenue
DescriptionPROVIDING GRANTS TO LAW SCHOOLS FOR FELLOWSHIPS TO LAW SCHOOL STUDENTS SELECTED BY EACH INDIVIDUAL SCHOOLDescription
Total Program Service Expense75000TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address1OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WILLIAM J RYANBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2024575642TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12550 M STREETAddressLine1
CityNW WASHINGTONCity
StateDCState
ZIP Code20037ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JAMES R PATTON JR
DIRECTOR/CHAIRMAN1.00X000
THOMAS H BOGGS JR
DIRECTOR/VICE CHAIRMAN1.00X000
TIMOTHY J MAY
DIRECTOR/VICE PRESIDENT1.00X000
JOHN L OBERDORFER
DIRECTOR/PRESIDENT3.00X000
MARY PATTON
DIRECTOR1.00X000
WILLIAM J RYAN
SECRETARY/TREASURER2.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions121537AllOtherContributions
Total Contributions121537TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column35353TotalRevenueColumn
Exclusion$35,353ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities417842Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities390002Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities27840Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column27840TotalRevenueColumn
Exclusion$27,840ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column184730TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$63,193ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total70000Total
Program Services70000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total5000Total
Program Services5000ProgramServices

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
BANK AND INVESTMENT FEE67166716
FOREIGN TAX WITHHELD224224

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total81940Total
Program Services75000ProgramServices
Management And General6940ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1724BOY
EOY1134EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY60771BOY
EOY155405EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1105737BOY
EOY1114483EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1168232BOY
EOY1271022EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY1168232BOY
EOY1271022EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1168232BOY
EOY1271022EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1168232BOY
EOY1271022EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses102790ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years73451CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years148736CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50025CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year31328CurrentTaxYearMinus1Year
Current Tax Year121537CurrentTaxYear
Total425077Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years73451CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years148736CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50025CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year31328CurrentTaxYearMinus1Year
Current Tax Year121537CurrentTaxYear
Total425077Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total134475AmountsSubstContributorsTotal
Public Support Total170290602PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26930CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years31242CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years28200CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28534CurrentTaxYearMinus1Year
Current Tax Year35129CurrentTaxYear
Total150035Total
FieldValueIRS element (for citing)
Total Support575112TotalSupport
Public Support Pertcentage1700.50530PublicSupportPertcentage170
Public Support Pertcent Prior Year0.47450PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1ACKLAND ART MUSEUMBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1UNIVERSITY OF NC AT CHAPEL HILLAddressLine1
Address Line2CAMPUS BOX 3400AddressLine2
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
Amount Of Cash Grant10000AmountOfCashGrant
Purpose Of GrantCONTRIBUTING SUPPORT FOR SECTION 501(C)(3) ORGANIZATIONS WITH WHICH PATTON BOGGS HAS DEVELOPED A SIGNIFICANT RELATIONSHIPPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2JAMES R. PATTON, JR., DIRECTOR/CHAIRMAN IS MARRIED TO MARY PATTON, DIRECTOR.
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, TREASURER FOR REVIEW OF FINANCIAL AND NON-FINANCIAL ELEMENTS. UPON CONSULTATION WITH JOHN OBERDORFER, 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. EVERY MEMBER OF THE GOVERNING BODY RECEIVES A PAPER COPY OF THE 990 BEFORE IT IS FILED.
THE ORGANIZATION DID NOT COMPENSATE ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE.
THE 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 WASHINGTON, D.C. OFFICE OF PATTON BOGGS, LLP.FORM 990, PART VI, SECTION C, LINE 19
OFFICERS NOT REACHABLE AT ORGANIZATION'S MAILING ADDRESSJAMES AND MARY PATTON CAN BE REACHED AT THE FOLLOWING ADDRESS: 7248 N. CLOUD CANYON PLACE TUSCON, AZ 85718FORM 990, PART VI, SECTION A, LINE 9