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Nonprofit · EIN 38-3667071

ELIZABETH R & WILLIAM J PATTERSON FOUNDATION

Tax-exempt · ROSS, CA 94957

Financials

$3M$7M2023$6.9M$7.5M2024
Revenue Expenses · by fiscal year end
Financials of ELIZABETH R & WILLIAM J PATTERSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,923,173$7,488,002-$564,829$49,029,511$0$49,029,511
December 31, 2023990-PF$2,974,766$6,958,493-$3,983,727$49,594,340$0$49,594,340
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,200,000
Dividends
$541,969
Interest
$148,445
Net gain from sales of assets
$2,583,286
Other income
$449,473

Expenses

Grants and similar amounts paid
$6,726,988
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$134,896
Disbursements for charitable purposes
$7,046,592
Excise tax on investment income
$45,813

Balance sheet and other

Total assets, start of year
$49,594,340
Total assets, end of year
$49,029,511
Total liabilities, end of year
$0
Net assets, end of year
$49,029,511
Fair market value of assets
$93,997,455
Qualifying distributions
$7,046,592
Net investment income
$3,723,173

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MS HEATHER BLACKIE
PO BOX 228, PEMBROKE, ME 04666
FOUNDATION PERSON
Highest-paid employee
28$134,896$6,242
Eleanor Patterson Clifford
PO Box 1072, Ross, CA 94957
Dir1$0$0
Elizabeth R Patterson
PO Box 1072, Ross, CA 94957
Pres, Dir, Treas10$0$0
William R Patterson
PO Box 1072, Ross, CA 94957
Sec, Dir1$0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
Ms Heather Blackie
PO BOX 228, PEMBROKE, ME 04666
Foundation Person
Highest-paid employee
28$123,700$11,600
Eleanor Patterson Clifford
PO Box 1072, Ross, CA 94957
Dir1$0$0
Elizabeth R Patterson
PO Box 1072, Ross, CA 94957
Pres, Dir, Treas10$0$0
William R Patterson
PO Box 1072, Ross, CA 94957
Sec, Dir1$0$0

Address and contacts

Address (IRS master file)
PO BOX 1072, ROSS, CA 94957-1072
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Elizabeth Patterson, President
Phone
(800) 839-1754
Return prepared by
Foundation Source

California records

California keeps its own records of charities and corporations. Search them by EIN 38-3667071 or by the name ELIZABETH R & WILLIAM J PATTERSON FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3667071
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$49,029,511
Income (IRS master file)
$8,403,646

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,923,173$7,488,002$49,029,511XML
990-PFDecember 2023$2,974,766$6,958,493$49,594,340XML
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 38-3667071).

Questions about ELIZABETH R & WILLIAM J PATTERSON FOUNDATION

What is the EIN of ELIZABETH R & WILLIAM J PATTERSON FOUNDATION?
The employer identification number (EIN) of ELIZABETH R & WILLIAM J PATTERSON FOUNDATION is 38-3667071.
Is ELIZABETH R & WILLIAM J PATTERSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to ELIZABETH R & WILLIAM J PATTERSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIZABETH R & WILLIAM J PATTERSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIZABETH R & WILLIAM J PATTERSON FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELIZABETH R & WILLIAM J PATTERSON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ELIZABETH R & WILLIAM J PATTERSON FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $134,896 (MS HEATHER BLACKIE, FOUNDATION PERSON).
How much revenue does ELIZABETH R & WILLIAM J PATTERSON FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,923,173, expenses of $7,488,002 and total assets of $49,029,511 at year end.

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