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Nonprofit · EIN 36-6661467

JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A

Tax-exempt · DALLAS, TX 75265

Financials

$703K$1.5M2022$868K$1.5M2023$8.3M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$8,261,747$1,589,304$6,672,443$24,160,617$0$24,160,617
September 30, 2024990-PF$868,416$1,512,045-$643,629$17,484,462$0$17,484,462
September 30, 2023990-PF$702,552$1,485,775-$783,223$18,119,203$0$18,119,203
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$637,975
Net gain from sales of assets
$7,623,772

Expenses

Grants and similar amounts paid
$1,435,332
Compensation of officers, directors and key employees
$136,700
Disbursements for charitable purposes
$1,490,527
Excise tax on investment income
$113,838

Balance sheet and other

Total assets, start of year
$17,484,462
Total assets, end of year
$24,160,617
Total liabilities, end of year
$0
Net assets, end of year
$24,160,617
Fair market value of assets
$38,783,060
Qualifying distributions
$1,490,527
Net investment income
$8,278,722

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$136,700
SCOTT A KENAGY
1301 CENTRAL STREET RM 228, EVANSTON, IL 60201
CO-TRUSTEE2$0
JESSICA STRAUSBAUGH
225 N MICHIGAN AVE STE 2200, CHICAGO, IL 60601
CO-TRUSTEE2$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$123,223
SCOTT A KENAGY
1301 CENTRAL STREET RM 228, EVANSTON, IL 60201
CO-TRUSTEE2$0
JESSICA STRAUSBAUGH
225 N MICHIGAN AVE STE 2200, CHICAGO, IL 60601
CO-TRUSTEE2$0
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$107,191
SCOTT A KENAGY
1301 CENTRAL STREET RM 228, EVANSTON, IL 60201
CO-TRUSTEE2$0
JESSICA STRAUSBAUGH
225 N MICHIGAN AVE STE 2200, CHICAGO, IL 60601
CO-TRUSTEE2$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
36-6661467
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1977
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$24,160,617
Income (IRS master file)
$14,939,025

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$8,261,747$1,589,304$24,160,617XML
990-PFSeptember 2024$868,416$1,512,045$17,484,462XML
990-PFSeptember 2023$702,552$1,485,775$18,119,203XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6661467).

Questions about JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A

What is the EIN of JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A?
The employer identification number (EIN) of JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A is 36-6661467.
Is JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A?
The 990-PF for the year ended September 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $136,700 (BANK OF AMERICA, TRUSTEE).
How much revenue does JOHN L PATTEN TRUST 091261 N009-43620 FBO EVANSTON HOSPITAL A have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $8,261,747, expenses of $1,589,304 and total assets of $24,160,617 at year end.

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