Elizabeth R & William J Patterson Foundation
- Assets
- $0.0
- Revenue
- $2.0m
- Investments
- $58.8m
- Employees
- 0
- Location
- San Anselmo, CA
- Founding
- 03/2003
- Data as of
- 12/2020
- EIN
- 38-3667071
Organization Overview
Elizabeth R & William J Patterson Foundation is located in San Anselmo, CA. The organization was established in 2003. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Elizabeth R & William J Patterson Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Elizabeth R & William J Patterson Foundation generated $2.0m in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 7.7% each year. All expenses for the organization totaled $8.3m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Elizabeth R & William J Patterson Foundation has awarded 75 individual grants totaling $25,103,372. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Eleanor Patterson Clifford Dir | 1 | $0 | |
William R Patterson Sec, Dir | 1 | $0 | |
Elizabeth R Patterson Pres, Dir, Treas | 10 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Hall Capital Partners Llc | 12/30/21 | $378,611 |
Foundation Source | 12/30/21 | $83,500 |
Navolio & Tallman Llp | 12/30/21 | $66,930 |
Generation Im Fund Plc | 12/30/21 | $303,156 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $37,602 |
| Dividends & Interest | $497,141 |
| Profit on Inventory Sales | $0 |
| Other Income | $357,630 |
| Total Revenue | $2,038,322 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $285 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $1,019,231 |
| Contributions, gifts, grants paid | $7,327,306 |
| Total expenses and disbursements | $8,346,537 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $45,579,026 |
| Other assets | $50,000 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Elizabeth R & William J Patterson Foundation has awarded $9,375,411 in support to 26 organizations.
| Grant Recipient | Amount |
|---|---|
San Francisco, CA PURPOSE: LOST COAST REDWOODS PROJECT | $2,000,000 |
San Francisco, CA PURPOSE: BAY AREA DONOR IMPACT FUND (DIF) | $1,000,000 |
Longmont, CO PURPOSE: CALIFORNIA TRIBAL FUND | $539,431 |
San Francisco, CA PURPOSE: SAN GERONIMO PROTECT, CONNECT AND RESTORE PROJECT | $500,000 |
Aptos, CA PURPOSE: THE PEOPLE'S LAND FUND WATSONVILLE | $500,000 |
Sausalito, CA PURPOSE: BOLD: THE CAMPAIGN FOR THE BAY AREA DISCOVERY MUSEUM - THE GROVE OUTDOOR EXHIBIT | $400,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The 1440 Foundation Saratoga, CA | $206,653,487 | $19,808,457 |
Merkin Family Foundation Marina Del Rey, CA | $241,752,328 | $31,870,945 |
Hopper-Dean Foundation Menlo Park, CA | $45,438,431 | $29,723,797 |
Troesh Family Foundation Henderson, NV | $90,271,272 | $18,993,634 |
Bia Echo Foundation Reno, NV | $26,357,504 | $25,798,977 |
Connie And Bob Lurie Foundation Inc Redwood City, CA | $112,597,495 | $25,457,180 |
Kennys Kids Sedona, AZ | $0 | $509,065 |
Meadowview Foundation San Rafael, CA | $189,484,174 | $15,305,967 |
Pwb Foundation San Francisco, CA | $347,304,916 | $12,423,770 |
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 Villa Park, CA | $0 | $7,778,728 |
Autodesk Foundation San Francisco, CA | $47,337 | $16,300,000 |
Priem Family Foundation Burlingame, CA | $0 | -$4,034,198 |