Hs & Cg Patterson Jr Char Fd Tr

ORLANDO, FL EIN: 20-6369229

Hs & Cg Patterson Jr Char Fd Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.6M in total assets. In 2024, it awarded 22 grants totaling $317K. Net investment income was $458K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.6M

+1.5% YoY

Annual Giving

$317K

-4.6% YoY

Grant Count

22

+29.4% YoY

Avg Grant Size

$14K

-26.3% YoY

Under IRS private-foundation payout rules, Hs & Cg Patterson Jr Char Fd Tr reported a distributable amount of $376K for 2024 — the minimum it must pay out in qualifying distributions.

About Hs & Cg Patterson Jr Char Fd Tr

Based on IRS filings

Hs & Cg Patterson Jr Char Fd Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.6M in total assets. In 2024, it awarded 22 grants totaling $317K. Net investment income was $458K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AltavistaAraratBlacksburgBrooknealChristiansburgCliffordDanvilleDublinFerrumFincastleFloydForestLynchburgMarionMartinsvilleNewbernNortonPulaskiRoanokeRocky Mount

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$246K$492K$739K$985K20202021202220232024
Metric202420232022
Total Assets$6,562,062$6,466,336$6,800,769
Revenue$488,599$65,039$268,655
Expenses$381,047$391,489$441,145
Qualifying Distributions$348,493$361,705$397,594
Net Investment Income$457,838$132,611$233,615
Distributable Amount$375,574$346,922$362,057

Giving Over Time

Total grant dollars and number of grants per year

$0$92K$184K$275K$367K19 grants202014 grants202119 grants202217 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ARCADIA PROJECT$44KTRINITY EPISCOPAL CHURCH$30KST MARK'S EPISCOPAL CHURCH$25KDANVILLE SCIENCE CENTER …$20KTHOMAS JEFFERSON'S POPLA…$20KST JOHN'S EPISCOPAL CHURCH$20KGRACE MEMORIAL EPISCOPAL…$17KTHE PIEDMONT ARTS ASSOCI…$15KTAUBMAN MUSEUM OF ART$15KVIRGINIA MUSEUM OF NATUR…$12K

Grant Size Distribution

91 grants across all recorded years

86<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Arcadia Project ($44,000), Trinity Episcopal Church ($30,000), St Mark's Episcopal Church ($25,000).

RecipientPurposeAmount
ACADEMY CENTER OF THE ARTS INC LYNCHBURG, VAGENERAL OPERATING$10,000
AMAZEMENT SQUARE LYNCHBURG, VAGENERAL OPERATING$10,000
ARCADIA PROJECT STAUNTON, VAGENERAL OPERATING$44,000
DANVILLE SCIENCE CENTER INC DANVILLE, VAGENERAL OPERATING$20,000
FLOYD COMMUNITY CENTER FOR THE ARTS FLOYD, VAGENERAL OPERATING$4,000
GRACE MEMORIAL EPISCOPAL CHURCH LYNCHBURG, VAGENERAL OPERATING$17,000
GRANDIN THEATRE FOUNDATION ROANOKE, VAGENERAL OPERATING$10,000
JEB STUART BIRTHPLACE PRES TRUST INC STUART, VAGENERAL OPERATING$10,000
THOMAS JEFFERSON'S POPLAR FOREST FOREST, VAGENERAL OPERATING$20,000
MONTGOMERY MUSEUM OF ART AND HISTORY CHRISTIANSBURG, VAGENERAL OPERATING$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TRUIST BANKTRUSTEE$58K

From 2024 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE1$57,986

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Hs & Cg Patterson Jr Char Fd Tr?

Hs & Cg Patterson Jr Char Fd Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $6.6M in total assets as of 2024.

How large is Hs & Cg Patterson Jr Char Fd Tr?

As of 2024, Hs & Cg Patterson Jr Char Fd Tr holds $6.6M in total assets with $489K in annual revenue. It awarded 22 grants totaling $317K in 2024.

Where does Hs & Cg Patterson Jr Char Fd Tr operate?

Hs & Cg Patterson Jr Char Fd Tr has awarded grants in Virginia.

What size grants does Hs & Cg Patterson Jr Char Fd Tr award?

In 2024, Hs & Cg Patterson Jr Char Fd Tr awarded 22 grants totaling $317K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Hs & Cg Patterson Jr Char Fd Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hs & Cg Patterson Jr Char Fd Tr reported a distributable amount of $376K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hs & Cg Patterson Jr Char Fd Tr's EIN?

Hs & Cg Patterson Jr Char Fd Tr's EIN (Employer Identification Number) is 20-6369229. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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