Pats Legacy
Pats Legacy is a private foundation based in Round Top, Texas. Its 2024 filing lists grants to charitable organizations working in areas including social services, animal welfare, and conservation.
Pats Legacy at a glance
In short: Pats Legacy gave $90K across 17 grants in 2024 (avg $5K), top state Texas. 19% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $89,500
- +14.0% vs 2023
- Grants made (2024)
- 17
- +6.3% vs 2023
- Average grant
- $5,265
- +7.3% vs 2023
- Median grant
- $5,000
- Total assets
- $1,427,716
- +7.1% vs 2023
- New grantees (estimate)
- 19% first-time grantees (3 of 16, 2024; small sample)
- Primary geography
- Texas (49% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Pats Legacy
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 297, Round Top, TX 78954
Phone: (979) 249-3851
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Pats Legacy funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Hospice Brazos Valley ($10K). Together the top 10 received $63K.
Grant Size Distribution
78 grants across all recorded years
The most common grant size was under $50K: 78 grants of 78 (100%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars went to recipients in Texas (49%), California (17%), New York (11%), North Dakota (9%), and Wyoming (6%).
Grant Distribution by State
Share of 2024 grant dollars across all 17 itemized grants.
Cities
Is Pats Legacy open to new grantees?
19%
first-time grantees, 2024
In 2024, 3 of 16 grantees (19%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $4K; repeat grants $6K. How we count
Medians: $4K first-time, $5K repeat.
- 81% of 2024 grantees were also funded in 2023. Method
- Giving grew 38% from 2021 to 2024. Method
- In 2024 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $55K (2020) to $90K (2024). In 2024 it made 17 grants totaling $90K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hospice Brazos Valley Bryan, TX | Social Services | $10,000 |
| Central Texas Food Bank Austin, TX | Social Services | $9,000 |
| Austin Pets Alive Austin, TX | Social Services | $5,000 |
| Austin Smiles Austin, TX | Social Services | $5,000 |
| Dog Is My Copilot Jackson Hole, WY | Social Services | $5,000 |
| Humane Society of Houston Houston, TX | Social Services | $5,000 |
| National Audubon Society New York, NY | Social Services | $5,000 |
| National Search Dog Foundation Santa Paula, CA | Social Services | $5,000 |
| Peaceful Valley Donkey Rescue San Angelo, TX | Social Services | $5,000 |
| Restoration Ranch The Hills, TX | Social Services | $5,000 |
Ready to take the next step with Pats Legacy?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,427,716 | $189,358 | $99,324 | $89,500 | 17 | $91,758 | $60,655 | $94,879 |
| 2023 | $1,333,167 | $145,875 | $85,590 | $78,500 | 16 | $79,657 | $38,964 | $79,073 |
| 2022 | $1,272,572 | $100,986 | $78,464 | $63,500 | 14 | $67,809 | $19,177 | $76,404 |
| 2021 | $1,239,832 | $166,373 | $77,688 | $64,900 | 17 | $69,004 | $88,895 | $78,949 |
| 2020 | $1,142,939 | $99,794 | $71,116 | $55,000 | 14 | — | $30,658 | $64,458 |
Under IRS private-foundation payout rules, Pats Legacy reported a distributable amount of $95K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available filing information does not state a mission for Pats Legacy. Its grants include support for organizations with different missions. For example, Hospice Brazos Valley describes its work as caring for people affected by life-limiting illness, grief, and loss, regardless of ability to pay. Central Texas Food Bank says it works to increase food access in Central Texas. Animal-focused grantees include Austin Pets Alive, which says it works to eliminate the killing of companion animals, and Peaceful Valley Donkey Rescue, which describes its work as rescuing, rehabilitating, and placing donkeys for adoption. National Audubon Society describes its mission as advancing a future where birds thrive across the Americas.
Grantmaking
In 2024, Pats Legacy made 17 grants totaling $89,500. Grants ranged from $3,500 to $10,000, with a median grant of $5,000. Notable awards included $10,000 to Hospice Brazos Valley and $9,000 to Central Texas Food Bank. Other listed grants included $5,000 each to Austin Pets Alive, Dog Is My Copilot, National Audubon Society, Peaceful Valley Donkey Rescue, and The Sato Project.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Shannon Simar as president, vice president, and director; Suzanne Simar as director and secretary; and Kristen Simar and Tanya Faulkner as directors.
Pats Legacy is led by Shannon Simar, President, V.p. & Director on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Shannon Simar
President, V.p. & Director
On filings since 2020
1 hr/week
No compensation reported
Kristen Simar
Director
On filings since 2020
1 hr/week
No compensation reported
Suzanne Simar
Director & Secretary
On filings since 2020
1 hr/week
No compensation reported
Tanya Faulkner
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Pats Legacy
How much does Pats Legacy give each year?
Pats Legacy gave $90K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $79K across 16 grants.
What is Pats Legacy's typical grant size?
Pats Legacy's median grant in 2024 was $5,000, and its average grant was $5,265, across 17 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Pats Legacy that year got $4K on average.
Where does Pats Legacy give grants?
Pats Legacy's top state is Texas, with 49% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (17%) and New York (11%). The most frequent recipient cities were Austin, TX (3 grants) and Rolla, ND (2 grants).
Does Pats Legacy give general operating support?
Not in 2024: none of the 17 grants with a stated purpose on Pats Legacy's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Social Services" (17 grants).
Who are Pats Legacy's largest grantees?
Pats Legacy's largest 2024 grantees include Hospice Brazos Valley ($10,000), Central Texas Food Bank ($9,000) and Turtle Mountain Animal Rescue ($8,500 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 31% of its itemized 2024 grant dollars.
How large is Pats Legacy?
Pats Legacy reported $1.4M in total assets on its 2024 IRS Form 990-PF. It paid out $92K in qualifying distributions that year, against a required minimum of $95K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Pats Legacy fund?
The available filing information does not state a mission for Pats Legacy. Its grants include support for organizations with different missions. See mission & focus areas ↑
How do I apply for a grant from Pats Legacy?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Pats Legacy's EIN?
Pats Legacy's EIN (Employer Identification Number) is 47-5125790. IRS Form 990 filing data is available on this page for 2020–2024.
Does Pats Legacy accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Pats Legacy funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/pats-legacy-morg_7ad279e925304b73b2e51278185493f1
BibTeX
@misc{grantable_475125790_2026,
author = {{Grantable}},
title = {{Pats Legacy funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/pats-legacy-morg_7ad279e925304b73b2e51278185493f1},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Pats Legacy's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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