Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
PATRICK FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)12 MURRAY BLVD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLESTON, SC29401
A Employer identification number

20-3309379
B Telephone number (see instructions)

(843) 724-4000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,172,058J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 12 12  
4 Dividends and interest from securities...... 49,818 49,818  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 169,475
b Gross sales price for all assets on line 6a 1,044,663
7 Capital gain net income (from Part IV, line 2)... 17,507
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 343 343  
12 Total. Add lines 1 through 11........ 219,648 67,680  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,892 1,892    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 625 625    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 19,770 17,712   2,058
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,287 20,229   2,058
25 Contributions, gifts, grants paid........ 90,000 90,000
26 Total expenses and disbursements. Add lines 24 and 25 112,287 20,229   92,058
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 107,361
b Net investment income (if negative, enter -0-) 47,451
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 16,961 46,515 46,515
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,091,039 Click to see attachment1,178,879 1,486,492
c Investments—corporate bonds (attach schedule)........ 487,288 Click to see attachment475,234 475,565
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 157,222 Click to see attachment160,378 163,486
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,752,510 1,861,006 2,172,058
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,425,000 1,425,000
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 327,510 436,006
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,752,510 1,861,006
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,752,510 1,861,006
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,752,510
2 Enter amount from Part I, line 27a..................... 2 107,361
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,135
4 Add lines 1, 2, and 3.......................... 4 1,861,006
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,861,006
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 17,507
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 98,181 1,885,548 0.052070
2011 79,763 1,847,286 0.043178
2010 45,727 1,338,403 0.034165
2009 74,091 1,131,135 0.065501
2008 60,972 1,336,178 0.045632
2 Total of line 1, column (d) ...................... 2 0.240546
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.048109
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,012,120
5 Multiply line 4 by line 3....................... 5 96,801
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 475
7 Add lines 5 and 6......................... 7 97,276
8 Enter qualifying distributions from Part XII, line 4.............. 8 92,058
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 949
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 949
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 949
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 717
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 717
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 232
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletSC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO Telephone no.bullet (843) 724-4000
    Located atbullet177 MEETING ST 4TH FLOORCHARLESTONSC ZIP+4bullet29401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    CELESTE PATRICKClick to see attachment SECRETARY/TR
    10.00     		0 0 0
    12 MURRAY BLVD
    CHARLESTON,SC29401
    CHARLES W PATRICK JRClick to see attachment PRESIDENT
    10.00     		0 0 0
    12 MURRAY BLVD
    CHARLESTON,SC29401
    LAURA PATRICKClick to see attachment BOARD MEMBER
    5.00     		0 0 0
    12 MURRAY BLVD
    CHARLESTON,SC29401
    CHARLES PATRICK IIIClick to see attachment BOARD MEMBER
    5.00     		0 0 0
    12 MURRAY BLVD
    CHARLESTON,SC29401
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    100,606
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    949
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    949
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    99,657
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    99,657
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    99,657
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 99,657
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 2,978
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 92,058
    a Applied to 2012, but not more than line 2a 2,978
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 89,080
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		10,577
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE PATRICK FAMILY FOUNDATION
    C/O WELLS FARGO
    177 MEETING ST 4TH FLOOR
    CHARLESTON,SC29401
    (843) 724-4000
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE WRITTEN, OUTLINING THE PURPOSE FOR WHICH THE FUNDS WILL BE USED.
    cAny submission deadlines:
    APRIL 30TH FOR MAY MEETING & OCTOBER 31ST FOR THE NOVEMBER MEETING.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATION MUST BE A 501(C)(3), CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CIVIL LIBERTIES UNION OF S
    PO BOX 20998
    CHARLESTON,SC29413     		    GENERAL SUPPORT 5,000
    AMERICAN CIVIL LIBERTIES UNION OF S
    PO BOX 20998
    CHARLESTON,SC29413     		    GENERAL SUPPORT 1,000
    AMERICAN RED CROSS LOWCOUNTRY CHAPT
    8085 RIVERS AVE
    N CHARLESTON,SC29403     		    GENERAL SUPPORT 10,000
    CAROLINA YOUTH DEVELOPMENT CENTER
    5055 LACKAWANNA BLVD
    N CHARLESTON,SC29405     		    GENERAL SUPPORT 1,500
    CHARLESTON CONCERT ASSOCIATION
    131 KING STREET
    CHARLESTON,SC29401     		    GENERAL SUPPORT 2,000
    CHARLESTON MOVES
    1005 VON KOLNITZ RD
    MT PLEASANT,SC29464     		    GENERAL SUPPORT 1,000
    CHARLESTON PRO BONO LEGAL SERVICES
    111 CHURCH STREET
    CHARLESTON,SC29403     		    GENERAL SUPPORT 10,000
    CHARLESTON PROMISE NEIGHBORHOOD
    975 MORRISON DR 1
    CHARLESTON,SC29403     		    GENERAL SUPPORT 20,000
    COASTAL COMMUNITY FOUNDATION
    635 RUTLEDGE AVE 201
    CHARLESTON,SC29403     		    GENERAL SUPPORT 2,500
    COLLEGE OF CHARLESTON FOUNDATION
    66 GEORGE ST
    CHARLESTON,SC29424     		    GENERAL SUPPORT 5,000
    EAST COOPER MEALS ON WHEELS INC
    2304 US 17
    MT PLEASANT,SC29466     		    GENERAL SUPPORT 2,000
    LOWCOUNTRY LOCAL FIRST
    1345 AVENUE G AA
    N CHARLESTON,SC29405     		    GENERAL SUPPORT 5,000
    MIDTOWN PRODUCTIONS
    2816 AZALEA DR
    N CHARLESTON,SC29405     		    GENERAL SUPPORT 1,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 WEST MAIN ST STE 14
    CHARLOTTESVILLE,VA22902     		    GENERAL SUPPORT 15,000
    TRIDENT TECHNICAL COLLEGE FOUNDATIO
    PO BOX 61227
    CHARLESTON,SC29419     		    GENERAL SUPPORT 2,000
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		    GENERAL SUPPORT 2,000
    WATER MISSIONS INTERNATIONAL
    2050 SAVANNAH HWY
    CHARLESTON,SC29408     		    GENERAL SUPPORT 2,000
    WATER MISSIONS INTERNATIONAL
    2049 SAVANNAH HWY
    CHARLESTON,SC29407     		    GENERAL SUPPORT 1,000
    WINGS FOR KIDS
    3347 RIVERS AVE
    CHARLESTON,SC29405     		    GENERAL SUPPORT 2,000
    Total .................................bullet 3a 90,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		        12
    4 Dividends and interest from securities....     1 49,818  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....         343
    8
    Gain or (loss) from sales of assets other than inventory .............     		        169,475
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   49,818 169,830
    13Total. Add line 12, columns (b), (d), and (e)..................
    13219,648
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      1,892 1,892    

    TY 2013 CompensationExplanation
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Person Name Explanation
    CELESTE PATRICK  
    CHARLES W PATRICK JR  
    LAURA PATRICK  
    CHARLES PATRICK III  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ING INTERNATIONAL REAL EST-I 2 2012-03 PURCHASE 2013-01   15,097 13,486     1,611  
    ING INTERNATIONAL REAL EST-I 2 2012-09 PURCHASE 2013-01   1,403 1,355     48  
    T ROWE PRICE REAL ESTATE FD 12 2012-03 PURCHASE 2013-01   16,199 14,826     1,373  
    ISHARES S&P MIDCAP 400 GROWTH 2012-08 PURCHASE 2013-01   5,031 4,316     715  
    ISHARES IBOXX INV GR CORP 2012-03 PURCHASE 2013-01   13,073 12,705     368  
    PIMCO LOW DURATION FD 2012-08 PURCHASE 2013-06   460 469     -9  
    PIMCO LOW DURATION FD 2012-09 PURCHASE 2013-06   10,113 10,395     -282  
    PIMCO COMMODITY REA RET STRA 2012-12 PURCHASE 2013-06              
    PIMCO COMMODITY REA RET STRA 2012-12 PURCHASE 2013-06   468 573     -105  
    PIMCO COMMODITY REA RET STRA 2013-01 PURCHASE 2013-06   2,605 3,150     -545  
    DODGE & COX INCOME FD 2013-01 PURCHASE 2013-10   5,485 5,627     -142  
    PIMCO TOTAL RET FD-INST 2012-12 PURCHASE 2013-10   1,712 1,799     -87  
    PIMCO TOTAL RET FD-INST 2013-01 PURCHASE 2013-10   2,005 2,075     -70  
    ISHARES RUSSELL 2000 GROWTH 2013-01 PURCHASE 2013-10   12,454 10,043     2,411  
    ISHARES RUSSELL 2000 GROWTH 2013-01 PURCHASE 2013-10   3,939 3,089     850  
    ROYCE PREMIER FUND W CLASS 2013-12 PURCHASE 2013-12   5,323 5,296     27  
    OPPENHEIMER DEVEOPING MKT 2013-10 PURCHASE 2013-12   4,714 4,865     -151  
    OPPENHEIMER DEVEOPING MKT 2013-01 PURCHASE 2013-12   2,906 2,851     55  
    TEMPLETON EMER MKT S/C-ADV 2013-10 PURCHASE 2013-12   21,306 21,252     54  
    ISHARES RUSSELL 2000 GROWTH 2013-01 PURCHASE 2013-12   15,607 11,956     3,651  
    MCDONALDS CORP 2012-01 PURCHASE 2013-01   4,728 4,983     -255  
    INTEL CORP 2012-01 PURCHASE 2013-01   3,410 4,290     -880  
    MICROSOFT CORP 2012-01 PURCHASE 2013-01   419 446     -27  
    NATIONAL OILWELL INC COM 2012-01 PURCHASE 2013-01   3,685 3,547     138  
    NATIONAL OILWELL INC COM 2012-01 PURCHASE 2013-01   2,580 2,580        
    NATIONAL OILWELL INC COM 2012-01 PURCHASE 2013-01   5,528 5,692     -164  
    QUALLCOMM INC 2012-01 PURCHASE 2013-01   6,043 5,322     721  
    QUALLCOMM INC 2012-01 PURCHASE 2013-01   3,817 3,343     474  
    ADT CORP/THE 2012-01 PURCHASE 2013-01   2,677 1,711     966  
    ADT CORP/THE 2012-01 PURCHASE 2013-01   974 632     342  
    ADT CORP/THE 2012-01 PURCHASE 2013-01   1,704 1,124     580  
    ASCENA RETAIL GROUP INC 2012-01 PURCHASE 2013-01   3,848 3,540     308  
    ASCENA RETAIL GROUP INC 2012-01 PURCHASE 2013-01   2,342 2,336     6  
    PUBLIC SVC ENTERPRISE GROUP IN 2012-01 PURCHASE 2013-01   5,095 5,242     -147  
    PENTAIR LTD 2012-01 PURCHASE 2013-01   1,324 940     384  
    PENTAIR LTD 2012-01 PURCHASE 2013-01   481 347     134  
    PENTAIR LTD 2012-01 PURCHASE 2013-01   803 588     215  
    ECOLAB 2012-01 PURCHASE 2013-01   3,979 3,269     710  
    INTERCONTINENTALEXCHANGEI INC 2012-01 PURCHASE 2013-01   6,257 5,287     970  
    INTERCONTINENTALEXCHANGEI INC 2012-01 PURCHASE 2013-01   3,476 2,805     671  
    TYCO INTERNATIONAL LTD NEW 2012-01 PURCHASE 2013-01   3,329 2,627     702  
    TYCO INTERNATIONAL LTD NEW 2012-01 PURCHASE 2013-01   1,210 971     239  
    TYCO INTERNATIONAL LTD NEW 2012-01 PURCHASE 2013-01   2,118 1,725     393  
    INTEL CORP 2012-01 PURCHASE 2013-01   4,475 5,252     -777  
    INTEL CORP 2012-01 PURCHASE 2013-01   3,942 4,767     -825  
    MICROSOFT CORP 2012-01 PURCHASE 2013-01   2,094 2,098     -4  
    MEADWESTVACO CORP 2012-01 PURCHASE 2013-04   4,190 3,079     1,111  
    KRAFT FOODS GROUP INC 2012-01 PURCHASE 2013-04   1,708 1,328     380  
    KRAFT FOODS GROUP INC 2012-01 PURCHASE 2013-04   2,391 1,841     550  
    ECOLAB 2012-01 PURCHASE 2013-04   7,788 5,647     2,141  
    TIMKEN CO 2012-01 PURCHASE 2013-04   4,132 3,559     573  
    TIMKEN CO 2012-01 PURCHASE 2013-04   4,132 3,336     796  
    TIMKEN CO 2012-01 PURCHASE 2013-04   7,438 5,431     2,007  
    CENTURYLINK INC 2012-01 PURCHASE 2013-04   11,115 10,959     156  
    DANAHER CORP 2012-01 PURCHASE 2013-04   4,005 3,371     634  
    DANAHER CORP 2012-01 PURCHASE 2013-04   3,388 2,761     627  
    DANAHER CORP 2012-01 PURCHASE 2013-04   4,621 3,631     990  
    COSTCO WHOLSALE CORP 2012-01 PURCHASE 2013-04   10,604 7,977     2,627  
    MEADWESTVACO CORP 2012-01 PURCHASE 2013-04   3,461 2,634     827  
    MEADWESTVACO CORP 2012-01 PURCHASE 2013-04   2,914 2,156     758  
    PIMCO COMMODITY REA RET STRA 2012-05 PURCHASE 2013-06   1,430 1,675     -245  
    ISHARES S&P 500 INDEX FUND 2012-05 PURCHASE 2013-10   687 527     160  
    ISHARES S&P 500 INDEX FUND 2012-03 PURCHASE 2013-10   172 138     34  
    ARTISAN MIDCAP VALUE FUND 2012-08 PURCHASE 2013-10   780 588     192  
    ARTISAN MIDCAP VALUE FUND 2012-05 PURCHASE 2013-10   1,849 1,346     503  
    ARTISAN MIDCAP VALUE FUND 2012-03 PURCHASE 2013-10   21,133 16,859     4,274  
    ISHARES S&P MIDCAP 400 GROWTH 2012-08 PURCHASE 2013-10   26,218 19,582     6,636  
    PIMCO REAL RETURN BOND 2012-08 PURCHASE 2013-10   100 111     -11  
    WELLS FARGO ADV EMG MKT 2012-05 PURCHASE 2013-10   3,345 2,882     463  
    OAKMARK INTERNATIONAL 2012-09 PURCHASE 2013-10   7,947 6,000     1,947  
    PRINCIPAL PREFERRED SEC 2012-08 PURCHASE 2013-10   3,120 3,231     -111  
    PIMCO FOREIGN BD FD 2012-08 PURCHASE 2013-10   7,243 7,565     -322  
    ISHARES S&P 500 INDEX FUND 2012-09 PURCHASE 2013-10   9,275 7,988     1,287  
    PIMCO REAL RETURN BOND 2012-09 PURCHASE 2013-10   486 542     -56  
    PUBLIC SVC ENTERPRISE GROUP IN 2012-01 PURCHASE 2013-11   8,503 7,710     793  
    MONDELEZ INTERNATIONAL INC 2012-01 PURCHASE 2013-11   4,756 3,405     1,351  
    MONDELEZ INTERNATIONAL INC 2012-01 PURCHASE 2013-11   3,397 2,456     941  
    VERIZON COMMUNICATIONS 2012-01 PURCHASE 2013-11   5,018 3,894     1,124  
    INTUIT COM 2012-01 PURCHASE 2013-11   5,150 3,661     1,489  
    INTUIT COM 2012-01 PURCHASE 2013-11   3,311 2,490     821  
    INTUIT COM 2012-01 PURCHASE 2013-11   7,357 5,732     1,625  
    UNITED TECHNOLOGIES CORP 2012-01 PURCHASE 2013-11   6,524 4,584     1,940  
    UNITED TECHNOLOGIES CORP 2012-01 PURCHASE 2013-11   2,718 1,872     846  
    CONOCOPHILLIPS 2012-01 PURCHASE 2013-11   3,656 2,855     801  
    CONOCOPHILLIPS 2012-01 PURCHASE 2013-11   5,483 4,169     1,314  
    COCA COLA CO 2012-01 PURCHASE 2013-11   6,013 5,227     786  
    COCA COLA CO 2012-01 PURCHASE 2013-11   5,613 4,751     862  
    BRISTOL MEYERS SQUIBB CO 2012-01 PURCHASE 2013-11   7,861 5,172     2,689  
    BRISTOL MEYERS SQUIBB CO 2012-01 PURCHASE 2013-11   9,696 6,320     3,376  
    BRISTOL MEYERS SQUIBB CO 2012-01 PURCHASE 2013-11   7,337 4,568     2,769  
    EXXON MOBIL CORPORATION 2012-01 PURCHASE 2013-11   5,709 5,152     557  
    EXXON MOBIL CORPORATION 2012-01 PURCHASE 2013-11   5,709 5,086     623  
    MCKESSON CORP 2012-01 PURCHASE 2013-12   3,926 1,979     1,947  
    GILEAD SCIENCES 2012-01 PURCHASE 2013-12   14,216 4,737     9,479  
    GILEAD SCIENCES 2012-01 PURCHASE 2013-12   10,662 3,329     7,333  
    JOHNSON & JOHNSON 2012-01 PURCHASE 2013-12   5,016 3,595     1,421  
    JOHNSON & JOHNSON 2012-01 PURCHASE 2013-12   1,824 1,301     523  
    ISHARES S&P MIDCAP 400 GROWTH 2012-08 PURCHASE 2013-12   23,235 16,844     6,391  
    SPDR S&P 500 ETF TRUST 2012-11 PURCHASE 2013-12   25,058 18,896     6,162  
    PIMCO HIGH YIELD FD INST 2007-12 PURCHASE 2013-01   23 23        
    PIMCO HIGH YIELD FD INST 2008-01 PURCHASE 2013-01   9,473 9,200     273  
    PIMCO HIGH YIELD FD INST 2005-11 PURCHASE 2013-01   18,555 18,441     114  
    PIMCO HIGH YIELD FD INST 2011-02 PURCHASE 2013-01   6,336 6,186     150  
    PIMCO HIGH YIELD FD INST 2011-03 PURCHASE 2013-01   5,613 5,446     167  
    T ROWE PRICE REAL ESTATE FD 12 2011-02 PURCHASE 2013-01   301 255     46  
    HARBOR INTERNATIONAL FD INST 2008-01 PURCHASE 2013-01   19,000 21,049     -2,049  
    ISHARES IBOXX INV GR CORP 2011-03 PURCHASE 2013-01   16,911 15,421     1,490  
    HARBOR INTERNATIONAL FD INST 2008-01 PURCHASE 2013-01   2,500 2,701     -201  
    PIMCO LOW DURATION FD 2011-03 PURCHASE 2013-06   9,427 9,482     -55  
    PIMCO COMMODITY REA RET STRA 2008-12 PURCHASE 2013-06   4,243 4,511     -268  
    PIMCO COMMODITY REA RET STRA 2009-07 PURCHASE 2013-06   3,623 4,676     -1,053  
    PIMCO COMMODITY REA RET STRA 2009-05 PURCHASE 2013-06   2,269 2,899     -630  
    PIMCO COMMODITY REA RET STRA 2009-06 PURCHASE 2013-06   1,707 2,293     -586  
    PIMCO COMMODITY REA RET STRA 2011-12 PURCHASE 2013-06   1,089 1,491     -402  
    PIMCO COMMODITY REA RET STRA 2009-12 PURCHASE 2013-06   326 474     -148  
    PIMCO COMMODITY REA RET STRA 2010-06 PURCHASE 2013-06   28,810 39,211     -10,401  
    PIMCO COMMODITY REA RET STRA 2010-12 PURCHASE 2013-06   1,582 2,658     -1,076  
    PIMCO COMMODITY REA RET STRA 2008-12 PURCHASE 2013-06   703 747     -44  
    HARBOR INTERNATIONAL FD INST 2011-02 PURCHASE 2013-10   1,450 1,296     154  
    HARBOR INTERNATIONAL FD INST 2008-01 PURCHASE 2013-10   31,930 31,648     282  
    OAKMARK INTERNATIONAL 2011-03 PURCHASE 2013-10   10,657 7,852     2,805  
    ISHARES S&P 500 INDEX FUND 2011-12 PURCHASE 2013-10   3,092 2,274     818  
    ISHARES IBOXX INV GR CORP 2011-03 PURCHASE 2013-10   44,007 42,545     1,462  
    T ROWE PRICE REAL ESTATE FD 12 2011-03 PURCHASE 2013-10   26,383 21,536     4,847  
    T ROWE PRICE REAL ESTATE FD 12 2011-02 PURCHASE 2013-10   3,553 2,975     578  
    T ROWE PRICE REAL ESTATE FD 12 2010-12 PURCHASE 2013-10   3,978 3,104     874  
    WELLS FARGO ADV EMG MKT 2005-11 PURCHASE 2013-10   15,759 12,113     3,646  
    ROYCE PREMIER FUND W CLASS 2011-03 PURCHASE 2013-10   6,923 6,423     500  
    PIMCO LOW DURATION FD 2010-12 PURCHASE 2013-10   3,245 3,245        
    PIMCO LOW DURATION FD 2011-02 PURCHASE 2013-10   3,131 3,161     -30  
    PIMCO LOW DURATION FD 2011-03 PURCHASE 2013-10   11,276 11,407     -131  
    PIMCO REAL RETURN BOND 2011-03 PURCHASE 2013-10   12,734 13,084     -350  
    PIMCO REAL RETURN BOND 2011-03 PURCHASE 2013-10   4,104 4,216     -112  
    T ROWE PRICE REAL ESTATE FD 12 2008-01 PURCHASE 2013-10   388 305     83  
    T ROWE PRICE REAL ESTATE FD 12 2009-07 PURCHASE 2013-10   15,458 6,443     9,015  
    T ROWE PRICE REAL ESTATE FD 12 2009-06 PURCHASE 2013-10   10,833 4,680     6,153  
    T ROWE PRICE REAL ESTATE FD 12 2009-05 PURCHASE 2013-10   9,057 3,819     5,238  
    ROYCE PREMIER FUND W CLASS 2011-03 PURCHASE 2013-12   6,592 6,552     40  
    WELLS FARGO ADV EMG MKT 2005-08 PURCHASE 2013-12   17,124 13,010     4,114  
    WELLS FARGO ADV EMG MKT 2005-11 PURCHASE 2013-12   2,042 1,645     397  
    OAKMARK INTERNATIONAL 2011-03 PURCHASE 2013-12   18,810 14,057     4,753  
    ISHARES S&P 500 INDEX FUND 2011-12 PURCHASE 2013-12   66,790 46,863     19,927  
    ISHARES RUSSELL 2000 GROWTH 2007-02 PURCHASE 2013-12   1,691 1,084     607  
    POWER SHARES K-1 2013-02 PURCHASE 2013-12     191     -191  
    POWER SHARES K-1 2012-01 PURCHASE 2013-12     375     -375  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX INCOME FUND 81,199 85,134
    EATON VANCE FLOATING RATE FUND 42,591 42,690
    ISHARES IBOXX INVESTMENT GRADE    
    PIMCO EMERGING MARKETS BOND FUND 65,015 62,626
    PIMCO FOREIGN BOND FUND HEDGED 20,216 21,422
    PIMCO HIGH YIELD FUND 41,660 42,865
    PIMCO LOW DURATION FUND CLASS    
    PIMCO REAL RETURN FUND CLASS INST    
    PIMCO TOTAL RETURN FUND 85,924 84,541
    PRINCIPAL PREFERRED SECURITIES FUND 53,621 51,657
    WESTERN ASSET CORE PLUS BOND 85,008 84,630

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CORP 2,599 2,805
    ACE LIMITED 14,098 20,706
    ADT CORP    
    AFFILIATED MANAGERS GROUP INC COM 5,794 8,675
    AFLAC INC 5,789 7,348
    ANHEUSER-BUSH INBEV SPN 12,736 22,357
    APACHE CORP 13,501 12,891
    APPLE INC 24,210 31,417
    ARTISAN MID CAP VALUE FUND 42,504 41,742
    ASCENA RETAIL GROUP INC    
    ASG GLOBAL ALTERNATIVES FUND CLASS 43,275 41,989
    BAXTER INTL INC 13,922 14,606
    BERKSHIRE HATHAWA INC 17,832 21,341
    BHP BILLITON LIMITED 8,343 7,843
    BOEING CO 2,723 2,730
    BRISTOL MEYERS SQUIBB CO    
    CAPITAL ONE CINANCIAL CORP 11,480 19,153
    CELANESE CORP 8,952 11,062
    CENTURYLINC INC    
    CEVRON CORP 12,241 13,116
    CISCO SYSTEMS INC 12,118 13,682
    CME GROUP INCE 15,361 17,261
    COACH 11,617 12,629
    COCA COLA CO    
    COMCAST CORP CLASS A 11,053 22,605
    CONOCOPHILLIPS    
    COSTCO WHOLESALE CORP    
    CUMMINS INC 10,554 11,278
    CVS/CAREMARK CORPORATION 12,131 13,240
    DANAHER CORP    
    DIAGO PLC ADR 3,925 5,297
    DRIEHAUS ACTIVE INCOME FUND 43,275 43,155
    EATON CORP 5,196 6,470
    ECOLAB INC    
    E M C CORP MASS 9,966 10,110
    EMERSON ELECTRIC CO 12,283 17,545
    EXXON MOBIL CORPORATION    
    GENERAL ELECTRIC CO 10,884 16,117
    GILEAD SCIENCES INC 4,674 16,522
    GOLDMAN SCAHS GROUP INC 10,440 12,408
    GOOGLE INC 13,284 22,414
    HARBOR CAPITAL APPRECIATION FUND 10,000 12,829
    HARBOR INTERNATIONAL FUND CLASS 71,549 86,432
    HOME DEPOT INC 8,824 16,880
    HONEYWELL INTERNATIONAL INC 11,054 17,817
    HSBC 6,906 7,167
    HSBC FRONTIER MARKETS FUND CLASS 21,252 21,938
    INEL CORP    
    INTERCONTINENTAL EXCHANGE    
    INTERNATIONAL BUSINESS MACHS CORP 10,056 10,316
    INTUIT COM    
    ISHARES CORE SP 500 ETF    
    ISHARES RUSSELL 2000 GROWTH INDEX FU 35,411 67,484
    ISHARES SP MIDCAP 400 GROWTH 59,128 89,363
    ISHARES TR RUSSELL MIDCAP GROWTH    
    JOHNSON & JOHNSON 10,406 14,654
    JOHNSON CONTROLS INC 3,426 6,156
    JPMORGAN CHASE & CO 14,613 19,883
    KRAFT FOODS GROUP INC    
    MCDONALDS CORP    
    MCKESSON CORP 9,698 20,175
    MEASWESTVACO    
    MICROSOFT CORP 9,616 12,532
    MONDELEZ INTERNATIONAL INC    
    MONSTER BEVERAGE CORP 2,477 3,050
    NATIONAL OIL WELL CARCO INC COM 14,230 13,918
    NESTLE SA REGISTERED SHARES 7,314 7,359
    OAKMARK FUNDS - THE OAKMARK INTERNAT 95,136 130,731
    OPPENHEIMER DEVELOPING MKT 60,574 66,241
    ORACLE CORPORATION 12,621 17,791
    PENTAIR LTD    
    PROCTER & GAMBLE CO 15,119 18,724
    PUBLIC SVC ENTERPRIZE GROUP    
    QUALCOMM INC    
    RIDGEWORTH FD-MIDCAP VALUE EQUITY 42,504 39,816
    ROBECO BOSTON PARTNERS LONG/SHORT 64,913 66,151
    ROYCE PREMIER FUND W CLASS566 37,430 44,965
    SCHLUMBERGER LTD 16,232 17,571
    SPDR SP 500 ETF TRUST    
    TARGET CORP 8,095 10,440
    TIMKEN CO    
    TJX COS INC NEW 13,602 16,251
    TOTAL SA 11,397 13,479
    TYCO INTENATIONAL LTD NEW    
    UNION PACIFIC CORP 4,416 6,720
    UNITED HEALTH GROUP INC 10,225 14,684
    UNITED PARCEL SERVICE 6,348 7,881
    UNITED TECHNOLOGIES CORP 3,743 5,690
    US BANCORP DEL NEW 13,922 15,756
    VERIZON COMMUNICATIONS    
    WALT DISNEY CO 17,528 23,302
    WELLS FARGO ADVANTAGE 12,354 21,832

    TY 2013 InvestmentsOtherSchedule2
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ING INTERNATIONAL REAL ESTATE AT COST 34,664 40,304
    PIMCO COMMODITY REAL RETURN AT COST    
    ROWE T PRICE REAL ESTATE FUND AT COST    
    POWERSHARES DB COMMODITY INDEX AT COST 61,945 62,431
    VANGUARD REIT VIPER AT COST 63,769 60,751

    TY 2013 OtherExpensesSchedule
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEES 19,539 17,481   2,058
    INVESTMENT EXPENSES-K-1 231 231    


    TY 2013 OtherIncomeSchedule2
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 343 343  


    TY 2013 OtherIncreasesSchedule
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Description Amount
    DIFFERENCE IN SWEEP ACCOUNT ACTIVITY IN TRANSIT 1,135


    TY 2013 TaxesSchedule
    Name:
    PATRICK FAMILY FOUNDATION
    EIN: 20-3309379
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 625 625