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Nonprofit · EIN 87-6199706

ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN

Tax-exempt · TAMPA, FL 33637

Financials

−$6K$39K2023$17K$41K2024$23K$43K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$23,239$42,511-$19,272$414,375$0$414,375
December 31, 2024990-PF$16,831$40,663-$23,832$433,970$0$433,970
December 31, 2023990-PF-$5,683$38,797-$44,480$457,355$0$457,355
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$22,404
Net gain from sales of assets
$363
Other income
$472

Expenses

Grants and similar amounts paid
$36,650
Compensation of officers, directors and key employees
$4,266
Disbursements for charitable purposes
$39,401
Excise tax on investment income
$277

Balance sheet and other

Total assets, start of year
$433,970
Total assets, end of year
$414,375
Total liabilities, end of year
$0
Net assets, end of year
$414,375
Fair market value of assets
$793,393
Qualifying distributions
$39,401
Net investment income
$22,767

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
Members trsut Company
14055 Riveredge Drive ste 525, Tampa, FL 33637
Trsutee4$4,266
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Members trsut Company
14055 Riveredge Drive ste 525, Tampa, FL 33637
Trsutee4$4,045
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Members Trust Co
4768 Harrison Blvd, Ogden, UT 84403
Trustee0$0
Robert M Patterson
4768 Harrison Blvd, Ogden, UT 84403
Member0$0
Joanne P Rich
4768 Harrison Blvd, Ogden, UT 84403
Member0$0
Margaret P Sargent
4768 Harrison Blvd, Ogden, UT 84403
Member0$0
Janette P Sonnenberg
4768 Harrison Blvd, Ogden, UT 84403
Member0$0

Address and contacts

Address (IRS master file)
14055 RIVEREDGE DR STE 525, TAMPA, FL 33637-2008
In care of
% AMERICA FIRST CR UN - K WANGSGARD
Signed the 990-PF
MEMBERS TRUST COMPANY, TRUSTEE
Return prepared by
ERNST & YOUNG US LLP

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
87-6199706
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$414,375
Income (IRS master file)
$42,812

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$23,239$42,511$414,375IRS
990-PFDecember 2024$16,831$40,663$433,970IRS
990-PFDecember 2023-$5,683$38,797$457,355XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 87-6199706).

Questions about ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN

What is the EIN of ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN?
The employer identification number (EIN) of ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN is 87-6199706.
Is ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN 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 ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN 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 ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,266 (Members trsut Company, Trsutee).
How much revenue does ROBERT A PATTERSON AND BARBARA M PATTERSON FAMILY MEMORIAL FDN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,239, expenses of $42,511 and total assets of $414,375 at year end.

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