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Nonprofit · EIN 65-6346631

THE PATTON CHARITABLE FOUNDATION

Tax-exempt · HOBE SOUND, FL 33455

Financials

$63K$152K2023$50K$101K2024$74K$176K2025
Revenue Expenses · by fiscal year end
Financials of THE PATTON CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$74,194$176,209-$102,015$403,200$0$403,200
December 31, 2024990-PF$49,948$101,494-$51,546$505,215$0$505,215
December 31, 2023990-PF$62,934$151,605-$88,671$602,979$0$602,979
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$22,616
Interest
$18
Net gain from sales of assets
$51,560

Expenses

Grants and similar amounts paid
$170,150
Disbursements for charitable purposes
$173,150
Excise tax on investment income
$989

Balance sheet and other

Total assets, start of year
$505,215
Total assets, end of year
$403,200
Total liabilities, end of year
$0
Net assets, end of year
$403,200
Fair market value of assets
$708,901
Qualifying distributions
$173,150
Net investment income
$74,194

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Mary Ann B Casey
66 Gomez Road, Hobe Sound, FL 33455
Trustee0$0
Edward B Patton
2429 Bissonnet St Unit 455, Houston, TX 77005
Trustee0$0
Pamela W Patton
8 East 96th St Apt 15B, New York, NY 10128
Trustee0$0
Richard R Patton
28 Old Concord Road, Lincoln, MA 01773
Trustee0$0
Jennifer Patton
73 Round Hill Rd, Great Barrington, MA 01230
Trustee0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Mary Ann B Casey
66 Gomez Road, Hobe Sound, FL 33455
Trustee0$0
Edward B Patton
2429 Bissonnet St Unit 455, Houston, TX 77005
Trustee0$0
Pamela W Patton
8 East 96th St Apt 15B, New York, NY 10128
Trustee0$0
Richard R Patton
28 Old Concord Road, Lincoln, MA 01773
Trustee0$0
Jennifer Patton
73 Round Hill Rd, Great Barrington, MA 01230
Trustee0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Mary Ann B Casey
66 Gomez Road, Hobe Sound, FL 33455
Trustee0.5$0
Edward B Patton
5122 Morningside Dr, Houston, TX 77005
Trustee0.5$0
Pamela W Patton
8 East 96th St Apt 15B, New York, NY 10128
Trustee0.5$0
Richard R Patton
268 Elm Street, Concord, MA 01742
Trustee0.5$0
Jennifer Patton
328 Cherry Street, Bedford Hills, NY 10507
Trustee0.5$0

Address and contacts

Address (IRS master file)
66 GOMEZ RD, HOBE SOUND, FL 33455-2327
In care of
% BESSEMER TRUST COMPANY OF FLORIDA
Signed the 990-PF
Jennifer Patton, Trustee
Phone
(914) 232-1485
Return prepared by
Larry P King CPA

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-6346631
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$403,200
Income (IRS master file)
$326,981

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$74,194$176,209$403,200XML
990-PFDecember 2024$49,948$101,494$505,215XML
990-PFDecember 2023$62,934$151,605$602,979XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 65-6346631).

Questions about THE PATTON CHARITABLE FOUNDATION

What is the EIN of THE PATTON CHARITABLE FOUNDATION?
The employer identification number (EIN) of THE PATTON CHARITABLE FOUNDATION is 65-6346631.
Is THE PATTON CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to THE PATTON CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE PATTON CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE PATTON CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE PATTON CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE PATTON CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does THE PATTON CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,194, expenses of $176,209 and total assets of $403,200 at year end.

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