Patterson Family Foundation
EIN 943268717Total Given 2016–2024
$6.3M
233 grants · $704K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $3K–$15K
grant size
38%
supporter · 45/119 multi-year
repeat
$2.9M
Assets (2024)
119
Distinct Recipients
About
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $3,522,500. This amount represents 25% or more of the Foundation's net assets of $7,743,402 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(302) 234-5750
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $258K | $7.3M | $2.0M | 25 |
| 2017 | $1.6M | $6.5M | $13K | 28 |
| 2018 | $1.4M | $7.7M | $40K | 30 |
| 2019 | N/A | $4.4M | $1.9M | N/A |
| 2020 | $844K | $10.2M | $7K | 31 |
| 2021 | $770K | $11.3M | $1.0M | 29 |
| 2022 | $666K | $6.3M | $9K | 35 |
| 2023 | $282K | $4.4M | $27K | 21 |
| 2024 | $493K | $2.9M | $175K | 34 |
Grant Size Distribution
Based on 233 grants on record
Minimum
$500
25th Pctl
$3K
Median
$5K
Average
$27K
75th Pctl
$15K
Maximum
$1.1M
Geographic Distribution
Officers & Directors
LP
Louise M Patterson
9+ yrs
President, Dir
Leadership
AP
Arthur C Patterson
9+ yrs
Chairman, Treasurer, Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
AP
Arthur C Patterson
9+ yrs
Chairman, Treasurer, Dir
Leadership
LP
Louise M Patterson
9+ yrs
President, Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
AP
Arthur C Patterson
9+ yrs
Chairman, Treasurer, Dir
Leadership
LP
Louise M Patterson
9+ yrs
President, Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
AP
Arthur C Patterson
9+ yrs
Chairman, Treasurer, Dir
Leadership
LP
Louise M Patterson
9+ yrs
President, Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
LP
Louise M Patterson
9+ yrs
President, Dir
Leadership
AP
Arthur C Patterson
9+ yrs
Chairman, Treasurer, Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
AP
Arthur C Patterson
9+ yrs
Chairman, Treasurer, Dir
Leadership
LP
Louise M Patterson
9+ yrs
President, Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
AP
Arthur C Patterson
9+ yrs
Chairman, Treasurer, Dir
Leadership
LP
Louise M Patterson
9+ yrs
President, Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
LP
Louise M Patterson
9+ yrs
President, Dir
Leadership
AP
Arthur C Patterson
9+ yrs
Chairman, Treasurer, Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
AP
Arthur C Patterson
9+ yrs
Chairman / Dir / Treasurer
Leadership
LP
Louise M Patterson
9+ yrs
President / Dir
Leadership
HS
Hume R Steyer
9+ yrs
Sec
Grants Awarded (233 total)
| Purpose | ||||
|---|---|---|---|---|
| President & Fellows of Harvard College | Cambridge, MA | $1,125,000 | General & Unrestricted | 2017 |
| President and Fellows of Harvard College | Cambridge, MA | $750,000 | General & Unrestricted | 2018 |
| President and Fellows of Harvard College | Cambridge, MA | $500,000 | Fitzsimmons Scholarship fund | 2020 |
| President and Fellows of Harvard College | Cambridge, MA | $250,000 | HSB Faculty Fellowship pledge fund | 2018 |
| Harvard Business School | Boston, MA | $250,000 | Faculty & Research fund | 2021 |
| President and Fellows of Harvard College | Boston, MA | $250,000 | HSB Faculty Fellowship fund | 2021 |
| Harvard Business School | Boston, MA | $250,000 | HBS Fund for Faculty, Case Writing and Research | 2022 |
| Building Excellent Schools Inc | Boston, MA | $100,000 | Bay Area Hybrid College Initiative for Concourse Education Program | 2018 |
| Peer Health Exchange Inc | San Francisco, CA | $100,000 | Capital Campaign | 2018 |
| One Plympton Preservation Foundation Inc | Cambridge, MA | $100,000 | General & Unrestricted | 2024 |
| Hyde Hall Inc | Cooperstown, NY | $100,000 | General & Unrestricted | 2017 |
| Greenhouse E3 | Portland, TX | $100,000 | General & Unrestricted | 2022 |
| Neighbors for a Better San Francisco | San Rafael, CA | $87,000 | RCV Education Project | 2024 |
| Neighbors for a Better San Francisco | San Rafael, CA | $67,000 | General & Unrestricted | 2023 |
| Peer Health Exchange Inc | Oakland, CA | $50,000 | General & Unrestricted | 2020 |
| U C Santa Cruz Foundation | Santa Cruz, CA | $50,000 | Big Creek Reserve Weed Management | 2020 |
| Peer Health Exchange Inc | Oakland, CA | $50,000 | General & Unrestricted | 2021 |
| Regents of the University of California | Santa Cruz, CA | $50,000 | Big Creek Reserve (Big Sur) | 2024 |
| Peer Health Exchange Inc | San Francisco, CA | $50,000 | General & Unrestricted | 2016 |
| Coast Property Owners Association Inc | Big Sur, CA | $50,000 | Big Sur Bakery & Restaurant | 2017 |
| U C Santa Cruz Foundation | Santa Cruz, CA | $50,000 | Big Creek Reserve Fund | 2017 |
| U C Santa Cruz Foundation | Santa Cruz, CA | $50,000 | UCSC Foundation/Big Creek Reserve Fund | 2017 |
| Lawrence and Memorial Hospital Inc | New London, CT | $50,000 | FOR RENOVATION AND EXPANSION OF THE EMERGENCY DEPARTMENT (FISHERS ISLAND CAMPAIGN) | 2022 |
| Thacher School Inc | Ojai, CA | $40,000 | Charitable Event | 2016 |
| Thacher School Inc | Ojai, CA | $35,000 | Annual Fund | 2016 |