Civic Intelligence

Patterson-Wesselman-Simpson Foundation

990PF • Fiscal year 2013 • EIN 54-1922003

Oct 01, 2012 to Sep 30, 2013 • Filed on Feb 12, 2014

Organization Profile
10009 Magnolia Bend34135-8120
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$376,450

Up $64,025 (+20%) from 2012

Net Assets

$376,450

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$40,834

Up $20,362 (+99%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $200,243Liabilities 2011: $02011Assets 2012: $312,425Liabilities 2012: $02012Assets 2013: $376,450Liabilities 2013: $0Net Assets 2013: $376,4502013Assets 2014: $227,922Liabilities 2014: $0Net Assets 2014: $227,9222014Assets 2015: $184,880Liabilities 2015: $0Net Assets 2015: $184,8802015Assets 2016: $241,632Liabilities 2016: $0Net Assets 2016: $241,6322016Assets 2017: $198,951Liabilities 2017: $0Net Assets 2017: $198,9512017Assets 2018: $47,674Liabilities 2018: $0Net Assets 2018: $47,6742018Assets 2019: $56,715Liabilities 2019: $0Net Assets 2019: $56,7152019Assets 2020: $52,839Liabilities 2020: $0Net Assets 2020: $52,8392020Assets 2021: $53,118Liabilities 2021: $0Net Assets 2021: $53,1182021Assets 2022: $55,012Liabilities 2022: $0Net Assets 2022: $55,0122022Assets 2023: $40,818Liabilities 2023: $0Net Assets 2023: $40,8182023Assets 2024: $39,164Liabilities 2024: $0Net Assets 2024: $39,1642024Assets 2025: $37,492Liabilities 2025: $0Net Assets 2025: $37,4922025

Highlighted filing

2013

Assets$376,450
Liabilities$0
Net Assets$376,450
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $103,456Expenses 2011: $61,746Net Income 2011: $41,7102011Revenue 2012: $132,654Expenses 2012: $20,472Net Income 2012: $112,1822012Expenses 2013: $40,8342013Revenue 2014: $4,420Expenses 2014: $152,948Net Income 2014: -$148,5282014Revenue 2015: $4,690Expenses 2015: $47,732Net Income 2015: -$43,0422015Revenue 2016: $78,201Expenses 2016: $21,449Net Income 2016: $56,7522016Revenue 2017: $33Expenses 2017: $42,714Net Income 2017: -$42,6812017Revenue 2018: $0Expenses 2018: $151,277Net Income 2018: -$151,2772018Revenue 2019: $70,211Expenses 2019: $61,170Net Income 2019: $9,0412019Revenue 2020: $87,066Expenses 2020: $90,734Net Income 2020: -$3,6682020Revenue 2021: $6,067Expenses 2021: $5,788Net Income 2021: $2792021Revenue 2022: $64,788Expenses 2022: $62,894Net Income 2022: $1,8942022Revenue 2023: $8,900Expenses 2023: $3,713Net Income 2023: $5,1872023Revenue 2024: $1,493Expenses 2024: $3,147Net Income 2024: -$1,6542024Revenue 2025: $1,524Expenses 2025: $3,196Net Income 2025: -$1,6722025

Highlighted filing

2013

Revenue-
Expenses$40,834
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Feb 12, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIEN G PATTERSONPresident-$0--
TERRI J WESSELMANTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNAPLES WOMAN'S SHELTERTO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMSPUBLIC CHARITYNAPLES, FL, US$10,000
Paid GrantCALVERY BAPTIST CHURCHTO SUPPORT A HOUSING INCENTIVE PROGRAM TO RECRUIT MINORITY TEACHERS TO LANCASTER COUNTY, VA SCHOOLSPUBLIC CHARITYKILMARNOCK, VA, US$8,400
Paid GrantSIGNA FOUNDATIONCOLLEGE SCHOLARSHIPSPUBLIC CHARITYMCLEAN, VA, US$5,000
Paid GrantFOUNDATION FIGHTING BLINDNESSTO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMSPUBLIC CHARITYCOLUMBIA, MD, US$5,000
Paid GrantDRIVE TO WORKTO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMSPUBLIC CHARITYRICHMOND, VA, US$4,000
Paid GrantBOYS & GIRLS CLUB OF THE NORTHERN NECKTO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMSPUBLIC CHARITYKILMARNOCK, VA, US$2,100
Paid GrantSTEAMBOAT ERA MUSEUMTO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMSPUBLIC CHARITYIRVINGTON, VA, US$1,000
Filing and Contact Details

Filer

EIN
54-1922003
Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0750
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0375
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount04834
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount04834
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA04834
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps035500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss035500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0100025
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses064025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm04834
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss04834
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss02354
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0543
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01687
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss040834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome04834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0104859
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0918
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05334
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY0181175
IRS990PF/BalanceSheets/CashEOY0244800
IRS990PF/BalanceSheets/CashEOYFMV0244800
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY0131250
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV0131250
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable0131250
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/PrepaidExpensesEOY0400
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV0400
IRS990PF/BalanceSheets/RetainedEarningsBOY0312425
IRS990PF/BalanceSheets/RetainedEarningsEOY0376450
IRS990PF/BalanceSheets/TotalAssetsBOY0312425
IRS990PF/BalanceSheets/TotalAssetsEOY0376450
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0376450
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0312425
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0376450
IRS990PF/BalanceSheets/TotalNetAssetsBOY0312425
IRS990PF/BalanceSheets/TotalNetAssetsEOY0376450
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses064025
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0376450
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0312425
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0376450
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted011851
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj011851
IRS990PF/DistributableAmount/DistributableAmountBeforeDed011851
IRS990PF/DistributableAmount/MinimumInvestmentReturn011929
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome078
IRS990PF/DistributableAmount/TotalTax078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0322
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0322
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0400
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0376450
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0242207
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0242207
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03633
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn011929
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0238574
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0242207
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JULIEN G PATTERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TERRI J WESSELMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1010009 MAGNOLIA BEND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1110009 MAGNOLIA BEND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BONITA SPRINGS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BONITA SPRINGS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0341358120
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1341358120
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct01968641
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01968602
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio08.251537
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.138087
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear201.240127
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3030.476937
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear408.932778
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.469756
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0238574
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10121105
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2046467
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear308542
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4013195
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50130374
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome039
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions035500
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio041.257685
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions035500
IRS990PF/QualifyingDistributions/ExpensesAndContributions035500
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions035500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10TERRI J WESSELMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07036523141
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1010009 MAGNOLIA BEND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BONITA SPRINGS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0341358120
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0VA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0JULIEN G PATTERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount08400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO SUPPORT A HOUSING INCENTIVE PROGRAM TO RECRUIT MINORITY TEACHERS TO LANCASTER COUNTY, VA SCHOOLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3COLLEGE SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CALVERY BAPTIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11NAPLES WOMAN'S SHELTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12DRIVE TO WORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SIGNA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14BOYS & GIRLS CLUB OF THE NORTHERN NECK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15FOUNDATION FIGHTING BLINDNESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16STEAMBOAT ERA MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10490 E CHURCH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 10102
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 14526
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131600 TYSONS BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14517 N MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine157168 COLUMBIA GATEWAY DRIVE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 132
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0KILMARNOCK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NAPLES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MCLEAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4KILMARNOCK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5COLUMBIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6IRVINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode022482
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode134101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode223221
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode322102
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode422482
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode521046
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode622480
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear035500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear011851
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011851
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1012319
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2055302
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30272310
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40117208
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5054726
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5054726
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0480788
IRS990PF/UndistributedIncome/ExcessFromCurrentYear023649
IRS990PF/UndistributedIncome/ExcessFromYear1012319
IRS990PF/UndistributedIncome/ExcessFromYear2055302
IRS990PF/UndistributedIncome/ExcessFromYear30272310
IRS990PF/UndistributedIncome/ExcessFromYear40117208
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions035500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus023649
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0535514
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0511865
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0100025
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1010009 MAGNOLIA BEND
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0BONITA SPRINGS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0341358120
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JULIEN G PATTERSON
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0DIRECTOR & OFFICER INSURANCE
OtherExpensesSchedule/OtherExpenses/Description1LICENSES AND FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02328
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks126
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0543
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0543
TaxesSchedule/Taxes/Amount01687
TaxesSchedule/Taxes/Category0FEDERAL TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0541922003
ReturnHeader/Filer/Name/BusinessNameLine10PATTERSON-WESSELMAN-SIMPSON FOUNDATION
ReturnHeader/Filer/NameControl0PATT
ReturnHeader/Filer/Phone07036523141
ReturnHeader/Filer/USAddress/AddressLine1010009 MAGNOLIA BEND
ReturnHeader/Filer/USAddress/City0BONITA SPRINGS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0341358120
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-02-12
ReturnHeader/Officer/Name0TERRI J WESSELMAN
ReturnHeader/Officer/Phone07036523141
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0420714325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine109737 WASHINGTONIAN BLVD 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GAITHERSBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0208787340
ReturnHeader/Preparer/Name0WILLIAM E TURCO CPA
ReturnHeader/Preparer/Phone03012963600
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-12T10:15:05-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,450
Liabilities
$0
Net assets
$376,450
Revenue
-
Expenses
$40,834
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.03$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.09$0.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.65$0.63$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.06$0.06$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.87$0.91$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.70$0.61$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.00$1.51$1.51
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.00$0.43$0.43
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.78$0.21$0.57
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.05$0.48$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.04$1.53$1.49
2013Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.41
2012Summary only. Only limited summary data is available for this year.$3.12$0.00$1.33$0.20$1.12
2011Summary only. Only limited summary data is available for this year.$2.00$0.00$1.03$0.62$0.42