The Florida State Capitol

Form 990-PFTax year 2024EIN 65-6230256

The Patterson Foundation

A private foundation in Sarasota, FL. Its return for tax year 2024 lists 12 grants and $9 million paid in grants.

Tax year 2024 (period ending Jun 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $9,013,539

    Grants listed
    12
    Assets, end of year
    $303,914,597
  • Tax year 2023

    $11,032,942

    Grants listed
    11
    Assets, end of year
    $290,506,568
  • Tax year 2022

    $5,932,256

    Grants listed
    9
    Assets, end of year
    $279,008,014
  • Tax year 2021

    $10,660,981

    Grants listed
    9
    Assets, end of year
    $274,127,553
  • Tax year 2020

    $6,244,771

    Grants listed
    12
    Assets, end of year
    $300,889,113

Grants paid in 2024

12 grants, largest first

As listed on the return.

  1. Community Foundation of Sarasota CountySarasota, FL

    Nurture fund; suncoast disaster recovery fund; season of sharing; pay it forward fund; TPF donor advised fund; roxanne g. Jerde leadership fund

    $5,375,564
  2. The Bay Park Conservancy IncSarasota, FL

    Propelling positive momentum in fundraising effort

    $2,000,000
  3. Center for Disaster PhilantropyWashington, DC

    Atlantic hurricane recovery fund; national partner funding; california wildfires recovery fund; global recovery fund;

    $800,000
  4. Foundations IncMount Laurel, NJ

    National campaign for grade level reading

    $200,000
  5. Gulf Coast Community Foundation of VeniceVenice, FL

    Nurture fund

    $187,500
  6. School Board of Charlotte County FLPort Charlotte, FL

    Campaign for grade-level reading - data management coordinator

    $162,195
  7. Arts & Cultural Alliance of Sarasota CountySarasota, FL

    Patriot plaza

    $65,780
  8. Exponent PhilantropyWashington, DC

    Momentum builders circle

    $50,000
  9. Harwood InstituteBethesda, MD

    Harwood circle of catalytic funders

    $50,000
  10. Indiana University FoundationBloomington, IN

    National partner funding

    $50,000
  11. Nethope IncFalls Church, VA

    Unrestricted operating funds

    $50,000
  12. Florida Housing Coalition IncTallahassee, FL

    Community impact

    $22,500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $5,375,56471% of the total
  2. Community development1 grant $2,000,00027% of the total
  3. Arts and culture1 grant $65,780<1% of the total
  4. Disaster relief and public safety1 grant $50,000<1% of the total
  5. Education1 grant $50,000<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Florida6 grants $7,813,539
  2. District of Columbia2 grants $850,000
  3. New Jersey1 grant $200,000
  4. Indiana1 grant $50,000
  5. Maryland1 grant $50,000
  6. Virginia1 grant $50,000

Officers, directors and trustees

7 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • John T BerteauCHAIRMAN EMERITUS Hours 3Pay $0
  • Ric GregoriaCHAIRMAN Hours 3Pay $0
  • Charles D Bailey JrVICE CHAIRMAN Hours 3Pay $0
  • Debra JacobsPRESIDENT & CEO Hours 40Pay $447,858
  • Northern TrustTRUSTEE Hours 40Pay $732,402
  • Dave BullockGOVERNING BOARD MEMBER Hours 3Pay $0
  • Cathy LaytonGOVERNING BOARD MEMBER Hours 3Pay $0

The return

More foundations

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