Nonprofit · EIN 65-6230256
THE PATTERSON FOUNDATION
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $16,554,394 | $16,884,899 | -$330,505 | $303,914,597 | $3,432,801 | $300,481,796 |
| June 30, 2024 | 990-PF | $16,423,583 | $18,975,717 | -$2,552,134 | $290,506,568 | $3,597,382 | $286,909,186 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $4,986,873
- Net gain from sales of assets
- $11,567,521
Expenses
- Grants and similar amounts paid
- $8,891,820
- Compensation of officers, directors and key employees
- $1,467,074
- Salaries, compensation and benefits (total)
- $654,022
- Disbursements for charitable purposes
- $15,432,474
- Excise tax on investment income
- $296,192
Balance sheet and other
- Total assets, start of year
- $290,506,568
- Total assets, end of year
- $303,914,597
- Total liabilities, end of year
- $3,432,801
- Net assets, end of year
- $300,481,796
- Fair market value of assets
- $303,914,597
- Qualifying distributions
- $15,432,474
- Net investment income
- $22,570,262
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NORTHERN TRUST 1515 RINGLING BLVD 200, SARASOTA, FL 34236 | TRUSTEE | 40 | $732,402 | $0 |
| DEBRA JACOBS 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | PRESIDENT & CEO | 40 | $447,858 | $95,599 |
| ELIZABETH DUDA 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | INITIATIVE MANAGER Highest-paid employee | 40 | $198,538 | $54,300 |
| NANCY HENRY 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | OFFICE MANAGER Highest-paid employee | 40 | $94,981 | $42,275 |
| KIARRA LOUIS 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | LEADERSHIP SUPPORT C Highest-paid employee | 40 | $74,500 | $24,178 |
| ANDREW SPECTOR 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | TPF FELLOW Highest-paid employee | 40 | $74,500 | $13,774 |
| ERICA HENRY 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | TPF FELLOW Highest-paid employee | 40 | $72,500 | $18,869 |
| JOHN T BERTEAU 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | CHAIRMAN EMERITUS | 3 | $0 | $0 |
| RIC GREGORIA 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | CHAIRMAN | 3 | $0 | $0 |
| CHARLES D BAILEY JR 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | VICE CHAIRMAN | 3 | $0 | $0 |
| DAVE BULLOCK 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | GOVERNING BOARD MEMBER | 3 | $0 | $0 |
| CATHY LAYTON 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | GOVERNING BOARD MEMBER | 3 | $0 | $0 |
990-PF for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NORTHERN TRUST 1515 RINGLING BLVD 200, SARASOTA, FL 34236 | TRUSTEE | 40 | $707,599 | $0 |
| DEBRA JACOBS 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | PRESIDENT & CEO | 40 | $436,331 | $88,753 |
| ELIZABETH DUDA 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | INITIATIVE MANAGER Highest-paid employee | 40 | $183,269 | $60,339 |
| NANCY HENRY 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | OFFICE MANAGER Highest-paid employee | 40 | $91,159 | $61,216 |
| ALEXA CARR 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | TPF FELLOW Highest-paid employee | 40 | $79,968 | $6,571 |
| AVERY CREWS PRADO DE LIMA 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | PHILANTHROPIC LEADER Highest-paid employee | 40 | $74,720 | $20,916 |
| STACY STERNBERG 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | COMMUNICATIONS COORD Highest-paid employee | 40 | $64,250 | $25,232 |
| JOHN T BERTEAU 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | CHAIRMAN EMERITUS | 3 | $0 | $0 |
| RIC GREGORIA 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | CHAIRMAN | 3 | $0 | $0 |
| CHARLES D BAILEY JR 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | VICE CHAIRMAN | 3 | $0 | $0 |
| DAVE BULLOCK 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | GOVERNING BOARD MEMBER | 3 | $0 | $0 |
| CATHY LAYTON 2 N TAMIAMI TRAIL SUITE 206, SARASOTA, FL 34236 | GOVERNING BOARD MEMBER | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 N TAMIAMI TRL STE 206, SARASOTA, FL 34236-5585
- In care of
- % NORTHERN TRUST COMPANY
- Signed the 990-PF
- ENTER SIGNING OFFICER'S NAME HERE, TRUSTEE
- Phone
- (941) 952-1413
- Return prepared by
- KERKERING BARBERIO & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6230256
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $303,914,597
- Income (IRS master file)
- $75,703,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $16,554,394 | $16,884,899 | $303,914,597 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $16,423,583 | $18,975,717 | $290,506,568 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 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 65-6230256).
Questions about THE PATTERSON FOUNDATION
- What is the EIN of THE PATTERSON FOUNDATION?
- The employer identification number (EIN) of THE PATTERSON FOUNDATION is 65-6230256.
- Is THE PATTERSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE PATTERSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE PATTERSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE PATTERSON FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE PATTERSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE PATTERSON FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 12 people; 7 received compensation from the organization, the highest $732,402 (NORTHERN TRUST, TRUSTEE).
- How much revenue does THE PATTERSON FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $16,554,394, expenses of $16,884,899 and total assets of $303,914,597 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations