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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
PATTERSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1031 MENDOTA HEIGHTS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PAUL, MN55120
A Employer identification number

74-3076772
B Telephone number (see instructions)

(651) 686-1725
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,764,471J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 222,909
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 606,060 606,060  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,163,411
b Gross sales price for all assets on line 6a 15,885,250
7 Capital gain net income (from Part IV, line 2)... 1,163,411
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).......      
12 Total. Add lines 1 through 11........ 1,992,380 1,769,471 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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 16,596 5,809 0 10,787
c Other professional fees (attach schedule).... Click to see attachment 187,131 168,371 0 18,760
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,953 0 0 0
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 38,478 0 0 16,697
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 258,158 174,180 0 46,244
25 Contributions, gifts, grants paid....... 1,438,879 1,483,324
26 Total expenses and disbursements. Add lines 24 and 25 1,697,037 174,180 0 1,529,568
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 295,343
b Net investment income (if negative, enter -0-) 1,595,291
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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.............      
2 Savings and temporary cash investments......... 73,678 33,020 33,020
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet15,927
Less: allowance for doubtful accounts bullet500 39,393 15,427 15,427
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.......... 4,450 11,080 11,080
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,385,136 Click to see attachment20,663,359 20,663,359
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment46,285 Click to see attachment41,585 Click to see attachment41,585
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,548,942 20,764,471 20,764,471
Liabilities 17 Accounts payable and accrued expenses.......... 45,045 40,817
18 Grants payable................. 44,445  
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)......... 89,490 40,817
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 23,459,452 20,723,654
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 23,459,452 20,723,654
31 Total liabilities and net assets/fund balances (see instructions). 23,548,942 20,764,471
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
23,459,452
2
Enter amount from Part I, line 27a .....................
2
295,343
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,754,795
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,031,141
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
20,723,654
Form 990-PF (2018)
Form 990-PF (2018)
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.)
1 a WELLS FARGO INVESTMENTS P    
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 15,885,250   14,721,839 1,163,411
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       1,163,411
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 1,163,411
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 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))
2017 1,209,802 22,207,393 0.054477
2016 1,225,032 20,509,316 0.059731
2015 1,007,199 21,019,951 0.047916
2014 920,374 20,474,343 0.044953
2013 748,138 18,520,271 0.040396
2
Total of line 1, column (d) .....................
2
0.247473
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049495
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
22,903,885
5
Multiply line 4 by line 3......................
5
1,133,628
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
15,953
7
Add lines 5 and 6........................
7
1,149,581
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,529,568
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 15,953
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 0
3 Add lines 1 and 2........................... 3 15,953
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,953
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 15,447
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 518
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,965
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
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 2019 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 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletMN
    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
    Yes
     
    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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletWWW.PATTERSONFOUNDATION.NET
    14
    The books are in care ofbulletR STEPHEN ARMSTRONG Telephone no.bullet (651) 686-1600

    Located atbullet1031 MENDOTA HEIGHTS ROADST PAULMN ZIP+4bullet55120
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    R STEPHEN ARMSTRONG TREASURER
    0.40     		0 0 0
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    RONALD E EZERSKI DIRECTOR
    0.40     		0 0 0
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    GEORGE L HENRIQUES PRESIDENT
    0.40     		0 0 0
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    LESLIE B KORSH VICE PRESIDENT & SECRETARY
    0.40     		0 0 0
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    ELIZABETH DYGERT DIRECTOR
    0.40     		0 0 0
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    MARK WALCHIRK DIRECTOR
    0.40     		0 0 0
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    DALE A SPANN DIRECTOR
    0.40     		0 0 0
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    KEVIN POHLMAN DIRECTOR
    0.40     		0 0 0
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    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 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    SIT INVESTMENTS INVESTMENT MANAGEMENT 126,670
    3300 IDS CENTER 80 SOUTH 8TH STREET
    MINNEAPOLIS,MN55402
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    23,019,896
    b
    Average of monthly cash balances.......................
    1b
    164,687
    c
    Fair market value of all other assets (see instructions)................
    1c
    68,092
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,252,675
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    23,252,675
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    348,790
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,903,885
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,145,194
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,145,194
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    15,953
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,953
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,129,241
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,129,241
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,129,241
    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
    1,529,568
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    1,529,568
    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
    15,953
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,513,615
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,129,241
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 422,807
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,529,568
    a Applied to 2017, but not more than line 2a 422,807
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,106,761
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		22,480
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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:
    LINDSAY STEWART FOUNDATION MANAGER
    1031 MENDOTA HEIGHTS ROAD
    ST PAUL,MN55120
    (651) 686-1929
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD INCLUDE ALL ITEMS REQUESTED IN THE GRANT APPLICATION. GRANT APPLICATIONS CAN BE OBTAINED BY WRITING, EMAILING (INFORMATION@PATTERSONFOUNDATION.NET) OR CALLING (651) 686-1929. THE GRANT APPLICATION INCLUDES A BRIEF DESCRIPTION OF YOUR PROJECT AND STATEMENT OF NEED, SUMMARY OF THE ORGANIZATION, ITS MISSION AND GOALS, ORGANIZATION BUDGET, AND A PROJECT BUDGET.
    cAny submission deadlines:
    MOST APPLICATIONS THAT RECEIVE FUNDING REQUIRE 60 TO 140 DAYS FOR CONSIDERATION AND APPROVAL.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION FOCUSES ON PROVIDING GRANTS IN EDUCATION, HEALTH AND HUMAN SERVICES, AND EDUCATIONAL SCHOLARSHIPS. EDUCATION GRANTS ARE SUPPORT FOR EDUCATION IN THE FOUNDATION'S FOCUS AREAS OF ORAL HEALTH, ANIMAL HEALTH, AND OCCUPATIONAL AND PHYSICAL REHABILITATION. HEALTH AND HUMAN SERVICES GRANTS ASSIST PROGRAMS THAT BENEFIT ECONOMICALLY DISADVANTAGED PEOPLE OR YOUTH WITH SPECIAL NEEDS. EDUCATIONAL SCHOLARSHIPS ARE SUPPORT FOR DEPENDENTS OF PATTERSON COMPANIES, INC EMPLOYEES.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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
    ACCESS HEALTH INC - MUSKEGON VOLUNTEER DENTAL CARE
    1200 RANSOM
    MUSKEGON,MI49442     		NONE PUBLIC CHARITY MUSKEGON VOLUNTEER FOR DENTAL CARE. 2,500
    ADA JENKINS CENTER
    PO BOX 1842
    DAVIDSON,NC28036     		NONE PUBLIC CHARITY MOBILE COMMUNITY DENTAL CLINIC. 10,000
    AHEC WEST AREA HEALTH EDUCATION CENTER
    39 BALTIMORE STREET SUITE 201
    CUMBERLAND,MD21502     		NONE PUBLIC CHARITY WESTERN MARYLAND MISSION OF MERCY 1,500
    AMERICA'S DENTIST CARE FOUNDATION
    9110 E 35TH ST N
    WICHITA,KS67226     		NONE PUBLIC CHARITY INCREASED INVENTORY FOR EFFICIENCY IN ADCF EXPANSION 40,000
    AMERICA'S VET DOGS - THE VETERAN'S K-9 CORPS
    371 E JERICHO TURNPIKE
    SMITHTOWN,NY11720     		NONE PUBLIC CHARITY AMERICA'S VETDOGS PRISON PUPPY PROGRAMS, TRANSPORT VEHICLE MODIFICATIONS, PURCHASE OF NEW TRAINING/TRANSPORT VEHICLE. 108,889
    AMERICAN ACADEMY OF COSMETIC DENTISTRY CHARITABLE FOUNDATION
    402 WEST WILSON STREET
    MADISON,WI53703     		NONE PUBLIC CHARITY GIVE BACK A SMILE. 4,000
    ARLINGTON FREE CLINIC
    2921 11ST STREET SOUTH
    ARLINGTON,VA22204     		NONE PUBLIC CHARITY INTEGRATING AND ADVANCING ORAL HEALTHCARE IN ARLINGTON FREE CLINIC'S PRIMARY CARE CLINIC. 35,000
    BAXTER COMMUNITY CENTER
    935 BAXTER STREET SE
    GRAND RAPIDS,MI49506     		NONE PUBLIC CHARITY BAXTER COMMUNITY CENT4ER DENTAL CLINIC 5,000
    BODY OF CHRIST COMMUNITY CLINIC INC
    2608 N MAIN B269
    BELTON,TX76513     		NONE PUBLIC CHARITY DENTAL CARE FOR THE UNDERSERVED. 5,000
    CALIFORNIA DENTAL ASSOCIATION FOUNDATION
    1201 K STREET 15TH FLOOR
    SACRAMENTO,CA95814     		NONE PUBLIC CHARITY CDC CARES ANAHEIM. 5,000
    CAN DO CANINES
    9440 SCIENCE CENTER DRIVE
    NEW HOPE,MN55428     		NONE PUBLIC CHARITY PURCHASE A VAN FOR TRANSPORT OF PUPPIES AND DOGS IN TRAINING. 22,000
    CESC INC
    2650 MUNICIPAL WAY
    TALLAHASSEE,FL32304     		NONE PUBLIC CHARITY CESC DENTAL OFFICE. 5,000
    COLORADO MISSION OF MERCY
    712 NINTH STREET
    PENROSE,CO81240     		NONE PUBLIC CHARITY 2018 GREELEY COMOM. 3,750
    COMMUNITY VOLUNTEERS IN MEDICINE
    300B LAWRENCE DRIVE
    WEST CHESTER,PA19380     		NONE PUBLIC CHARITY CVIM DENTAL PROGRAM. 10,000
    CONEJO FREE CLINIC
    80 E HILLCREST DRIVE SUITE 102
    THOUSAND OAKS,CA91360     		NONE PUBLIC CHARITY RDA STAFFING FOR CONEJO FREE DENTAL CLINIC. 5,000
    DENTAL LIFELINE NETWORK
    1800 15TH STREET SUITE 100
    DENVER,CO80202     		NONE PUBLIC CHARITY NATIONAL DONATED DENTAL SERVICES PROGRAM. 92,727
    DOGS FOR DIABETICS INC
    1647 WILLOW PASS ROAD 157
    CONCORD,CA94520     		NONE PUBLIC CHARITY DOG WASH FOR MEDICAL-ALERT ASSISTANCE DOGS. 7,500
    EVANSVILLE CHRISTIAN LIFE CENTER INC
    509 SOUTH KENTUCKY AVENUE
    EVANSVILLE,IN47714     		NONE PUBLIC CHARITY ECHC DENTAL CARE. 5,000
    EXALTA HEALTH
    2060 DIVISION SOUTH
    GRAND RAPIDS,MI49507     		NONE PUBLIC CHARITY STAFFING FOR PEDIATRIC DENTAL INITIATIVE. 10,000
    FAUQUIER FREE CLINIC
    35 ROCK POINTE LANE
    WARRENTON,VA20186     		NONE PUBLIC CHARITY FAUQUIER FREE CLINIC DENTAL ASSISTANCE EXPANSION. 3,000
    FREE CLINIC OF SOUTHWEST WASHINGTON
    4100 PLOMONDON STREET
    VANCOUVER,WA98661     		NONE PUBLIC CHARITY ORAL HEALTH SERVICES FOR UNINSURED ADULTS. 5,000
    FREEDOM SERVICE DOGS INC
    7193 S DILLON CT
    ENGLEWOOD,CO80112     		NONE PUBLIC CHARITY FREEDOM SERVICE DOGS ACCESSIBILITY PROJECT. 23,680
    GEORGIA DENTAL ASSOCIATION FOUNDATION FOR ORAL HEALTH
    7000 PEACHTREE-DUNWOODY ROAD
    ATLANTA,GA30328     		NONE PUBLIC CHARITY GEORGIA MISSION OF MERCY. 5,000
    GOOD SAMARITAN CARE CLINIC OF PASCO
    5334 ASPEN STREET
    NEW PORT RICHEY,FL34652     		NONE PUBLIC CHARITY GSHC DENTAL CLINIC. 3,200
    GUIDE DOGS FOR THE BLIND INC
    PO BOX 151200
    SAN RAFAEL,CA94915     		NONE PUBLIC CHARITY GUIDE DOG MOBILITY INSTRUCTOR APPRENTICE TRAINING PROGRAM. 10,000
    HOLLAND FREE HEALTH CLINIC
    99 W 26TH STREET
    HOLLAND,MI49423     		NONE PUBLIC CHARITY PROVIDING COMPREHENSIVE DENTAL CARE TO THE LOCAL UNDERSERVED. 10,000
    HOPE DENTAL CLINIC
    800 MINNEHAHA AVENUE EAST 465
    ST PAUL,MN55106     		NONE PUBLIC CHARITY HOPE DENTAL CLINIC. 60,000
    ILLINOIS STATE DENTAL SOCIETY FOUNDATION
    PO BOX 217
    SPRINGFIELD,IL62705     		NONE PUBLIC CHARITY 2018 ILLINOIS MISSION OF MERCY. 5,000
    INTERNATIONAL GUIDING EYES INC DBA GUIDE DOGS FO AMERICA
    13445 GLENOAKS BLVD
    SYLMAR,CA91342     		NONE PUBLIC CHARITY TECHNOLOGY EQUIPMENT UPGRADE TO EXPAND CAPACITY OF GUIDE DOG TRAINING PROGRAM. 5,034
    KIDSMILES PEDIATRIC DENTAL CLINIC
    770 BETHEL ROAD
    COLUMBUS,OH43214     		NONE PUBLIC CHARITY KIDSSMILES DENTAL ASSISTANT SALARY AND VOLUNTEER DATABASE. 7,000
    LOVE IN ACTION OF THE TRI-CITIES
    326 N FERRY STREET
    GRAND HAVEN,MI49417     		NONE PUBLIC CHARITY EDUCATION FOR INCREASED RESTORATIVE AND EMERGENCY CARE REACH. 4,700
    MATTHEW 25 INC
    413 E JEFFERSON BLVD
    FORT WAYNE,IN46802     		NONE PUBLIC CHARITY FREE DENTAL CARE FOR THE UNDERSERVED. 5,000
    MINNESOTA DENTAL FOUNDATION
    1335 INDUSTRIAL BLVD
    MINNEAPOLIS,MN55413     		NONE PUBLIC CHARITY MN MOM 2018. 5,000
    NEIGHBORHOOD HEALTH CLINIC
    121 GOODLETTE ROAD
    NAPLES,FL34102     		NONE PUBLIC CHARITY DENTAL ACCESS EXPANSION. 35,000
    NORTH DAKOTA DENTAL FOUNDATION
    4141 28TH AVENUE S
    FARGO,ND58104     		NONE PUBLIC CHARITY NORTH DAKOTA MISSION OF MERCY. 5,000
    OASIS FREE CLINICS
    66 BARIBEAU DRIVE
    BRUNSWICK,ME04011     		NONE PUBLIC CHARITY OASIS DENTAL CLINIC. 5,000
    PRINCE OF PEACE LUTHERAN CHURCH
    13901 FAIRVIEW DRIVE
    BURNSVILLE,MN55337     		NONE PUBLIC CHARITY MISSION OUTPOST DENTAL CLINIC. 5,000
    REMOTE AREA MEDICAL
    2200 STOCK CREEK BLVD
    ROCKFORD,TN37853     		NONE PUBLIC CHARITY FREE DENTAL CARE AT RAM MOBILIE MEDICAL CLINICS. 5,000
    RHODE ISLAND ORAL HEALTH FOUNDATION
    201 A GRAVELLY HILL ROAD
    WAKEFIELD,RI02879     		NONE PUBLIC CHARITY RHODE ISLAND MISSION OF MERCY. 2,500
    SAMARITAN HOUSE COMMUNITY CENTER
    PO BOX 939
    ROGERS,AR72757     		NONE PUBLIC CHARITY EMERGENCY DENTAL CARE PROGRAM. 5,000
    SCHOLARSHIP AMERICA
    ONE SCHOLARSHIP WAY PO BOX 297
    ST PETER,MN56082     		NONE EXEMPT ORGANIZATION SCHOLARSHIPS. 606,324
    SEATTLE CENTER FOUNDATION
    305 HARRISON STREET
    SEATTLE,WA98109     		NONE PUBLIC CHARITY SEATTLE/KING COUNTY CLINIC. 5,000
    SERVICE DOGS INC
    4925 BELL SPRINGS ROAD
    DRIPPING SPRINGS,TX78620     		NONE PUBLIC CHARITY QUARANTINE KENNEL FOR SHELTER DOGS. 30,000
    SOUTH BAY CHILDREN'S HEALTH CENTER
    410 CAMINO REAL
    REDONDO BEACH,CA90277     		NONE PUBLIC CHARITY EXPANDING CAPACITY BY EMPOWERING THE FUTURE DENTAL WORKFORCE. 9,520
    SOUTHERN MARYLAND MISSION OF MERCY INC
    28095 THREE NOTCH ROAD
    MECHANICSVILLE,MD20659     		NONE PUBLIC CHARITY SOUTHERN MARYLAND MISSION OF MERCY 2018. 3,750
    TEXAS DENTAL ASSOCIATION SMILES FOUNDATION
    1946 S IH-35 SUITE 300
    AUSTIN,TX78704     		NONE PUBLIC CHARITY CORPUS CHRISTI TEXAS MISSION OF MERCY. 1,500
    TRI-COUNTY DENTAL
    9 TRI-PARK WAY
    APPLETON,WI54914     		NONE PUBLIC CHARITY TRI-COUNTY DENTAL & MARQUETTE UNIVERSITY SCHOOL OF DENTRISTRY COLLABORATION. 10,000
    TRINITY FREE CLINIC
    1045 WEST 146TH STREET SUITE B
    CARMEL,IN46032     		NONE PUBLIC CHARITY ORAL HEALTH FOR THE WORKING POOR OF HAMILTON COUNTY, INDIANA. 10,000
    UNITED WAY OF CENTRAL MARYLAND
    100 S CHARLES STREET 5TH FLOOR
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY 2019 BALTIMORE MISSION OF MERCY AND HARFORD COUNTY PROJECT HOMELESS CONNECT. 5,250
    WAUKESHA COUNTY COMMUNITY DENTAL CLINIC
    210 NW BARSTOW STREET SUITE 305
    WAUKESHA,WI53188     		NONE PUBLIC CHARITY INCREASING ACCESS TO AFFORDABLE DENTAL CARE FOR LOW INCOME PEOPLE IN SOUTHEASTERN WISCONSIN. 35,000
    WEST VIRGINIA HEALTH RIGHT INC
    1520 WASHINGTON STREET EAST
    CHARLESTON,WV25311     		NONE PUBLIC CHARITY IMPROVING ORAL HEALTH CARE IN APPALACHIA'S UNDERSERVED ADULTS. 10,000
    WISCONSIN DENTAL ASSOCIATION FOUNDATION INC
    6737 W WASHINGTON STREET SUITE 2360
    WEST ALLIS,WI53214     		NONE PUBLIC CHARITY 2018 WISCONSIN MISSION OF MERCY. 5,000
    OPERATION GRACE MN
    1769 LEXINGTON AVE N SUITE 204
    ROSEVILLE,MN55113     		NONE PUBLIC CHARITY LIL' FLOSSIE GOES TO SCHOOL 2018. 160,000
    Total .................................bullet 3a 1,483,324
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 ...........     		         
    4 Dividends and interest from securities....     14 606,060  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,163,411  
    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).. 0 1,769,471 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,769,471
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    PATTERSON FOUNDATION
     
    Employer identification number

    74-3076772
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    PATTERSON FOUNDATION
          		Employer identification number
    74-3076772
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SIT INVESTMENTS
     
    3300 IDS CENTER 80 SOUTH 8TH STREET
     
    MINNEAPOLIS, MN55402

    		$ 19,623


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ACTEON NORTH AMERICA
     
    124 GAITHER DRIVE SUITE 140
     
    MOUNT LAUREL, NJ08054

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    SEPTODONT
     
    205 GRANITE RUN DRIVE SUITE 150
     
    LANCASTER, PA17601

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    VEDCO INC
     
    5503 CORPORATE DRIVE
     
    ST JOSEPH, MO64507

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    IVOCLAR VIVADENT INC
     
    175 PINEVIEW DRIVE
     
    AMHERST, NY14228

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    MIDMARK CORPORATION
     
    60 VISTA DRIVE PO BOX 286
     
    VERSAILLES, OH45380

    		$ 10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    PATTERSON FOUNDATION
          		Employer identification number
    74-3076772
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    CLIPPER DISTRIBUTING COMPANY LLC
     
    1302 S 59TH STREET
     
    ST JOSEPH, MO64507

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    SCICAN
     
    701 TECHNOLOGY DRIVE
     
    CANONSBURG, PA15317

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    HU-FRIEDY
     
    3232 N ROCKWELL STREET
     
    CHICAGO, IL60618

    		$ 10,410


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    A-DEC INC
     
    2601 CRESTVIEW DRIVE
     
    NEWBERG, OR97132

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    GEORGE HENRIQUES  
    1031 MENDOTA HEIGHTS ROAD
     
    MENDOTA HEIGHTS, MN55120

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    MARK WALCHIRK  
    1031 MENDOTA HEIGHTS ROAD
     
    MENDOTA HEIGHTS, MN55120

    		$ 11,250


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    PATTERSON FOUNDATION
          		Employer identification number
    74-3076772
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    SUSAN GRELLING  
    1031 MENDOTA HEIGHTS ROAD
     
    MENDOTA HEIGHTS, MN55120

    		$ 10,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    YOUNG INNOVATIONS
     
    2260 WENDT STREET
     
    ALGONQUIN, IL60102

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    KAVO DENTAL TECHNOLOGIES
     
    11727 FRUEHAUF DRIVE
     
    CHARLOTTE, NC28273

    		$ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    DENTSPLY INTERNATIONAL INC
     
    570 W COLLEGE AVENUE
     
    YORK, PA17401

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    PATTERSON FOUNDATION
          		Employer identification number

    74-3076772
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    PATTERSON FOUNDATION
          		Employer identification number

    74-3076772
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    PATTERSON FOUNDATION
    EIN:
    74-3076772
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDITING 16,596 5,809 0 10,787

    TY 2018 InvestmentsOtherSchedule2
    Name:
    PATTERSON FOUNDATION
    EIN:
    74-3076772
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MONEY MARKET FUNDS FMV 295,076 295,076
    EQUITIES FMV 14,435,109 14,435,109
    BONDS AND NOTES FMV 3,590,498 3,590,498
    POOLED, COMMON AND COLLECTIVE FUNDS FMV 2,342,676 2,342,676

    TY 2018 OtherAssetsSchedule
    Name:
    PATTERSON FOUNDATION
    EIN:
    74-3076772
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST AND DIVIDENDS 39,838 41,585 41,585
    EXCISE TAX REFUND 6,447    


    TY 2018 OtherDecreasesSchedule
    Name:
    PATTERSON FOUNDATION
    EIN:
    74-3076772
    Description Amount
    NET UNREALIZED LOSSES 3,031,141


    TY 2018 OtherExpensesSchedule
    Name:
    PATTERSON FOUNDATION
    EIN:
    74-3076772
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 12,885 0 0 12,885
    UNCOLLECTIBLE PROMISES TO GIVE 21,781 0 0 0
    GRANTS MANAGEMENT SOFTWARE 3,812 0 0 3,812


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    PATTERSON FOUNDATION
    EIN:
    74-3076772
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 168,371 168,371 0 0
    SCHOLARSHIP FEES 18,760 0 0 18,760


    TY 2018 TaxesSchedule
    Name:
    PATTERSON FOUNDATION
    EIN:
    74-3076772
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 15,953 0 0 0