Pats Legacy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROUND TOP, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 17 grants totaling $90K. Net investment income was $61K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+7.1% YoY
Annual Giving
$90K
+14.0% YoY
Grant Count
17
+6.3% YoY
Avg Grant Size
$5K
+7.3% YoY
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.
About Pats Legacy
Based on IRS filings
Pats Legacy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROUND TOP, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 17 grants totaling $90K. Net investment income was $61K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,427,716 | $1,333,167 | $1,272,572 |
| Revenue | $189,358 | $145,875 | $100,986 |
| Expenses | $99,324 | $85,590 | $78,464 |
| Qualifying Distributions | $91,758 | $79,657 | $67,809 |
| Net Investment Income | $60,655 | $38,964 | $19,177 |
| Distributable Amount | $94,879 | $79,073 | $76,404 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
78 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hospice Brazos Valley ($10,000), Central Texas Food Bank ($9,000), Austin Pets Alive ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUSTIN PETS ALIVE AUSTIN, TX | SOCIAL SERVICES | $5,000 |
| AUSTIN SMILES AUSTIN, TX | SOCIAL SERVICES | $5,000 |
| CENTRAL TEXAS FOOD BANK AUSTIN, TX | SOCIAL SERVICES | $9,000 |
| DOG IS MY COPILOT JACKSON HOLE, WY | SOCIAL SERVICES | $5,000 |
| HOSPICE BRAZOS VALLEY BRYAN, TX | SOCIAL SERVICES | $10,000 |
| 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 |
| NATURE CONSERVANCY ARLINGTON, VA | SOCIAL SERVICES | $3,500 |
| OREGAN HUMANE SOCIETY PORTLAND, OR | SOCIAL SERVICES | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHANNON SIMAR | PRESIDENT, V.P., DIRECTOR, | 1 | — |
| SUZANNE SIMAR | DIRECTOR, SECRETARY | 1 | — |
| KRISTEN SIMAR | DIRECTOR | 1 | — |
| TANYA FAULKNER | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Pats Legacy?
Pats Legacy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROUND TOP, TX. It holds $1.4M in total assets as of 2024.
How large is Pats Legacy?
As of 2024, Pats Legacy holds $1.4M in total assets with $189K in annual revenue. It awarded 17 grants totaling $90K in 2024.
Where does Pats Legacy operate?
Pats Legacy has awarded grants in California, District of Columbia, Louisiana, North Dakota, New York, Oregon, Texas, Virginia, Wyoming.
What size grants does Pats Legacy award?
In 2024, Pats Legacy awarded 17 grants totaling $90K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Pats Legacy required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Pats Legacy reported a distributable amount of $95K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Pats Legacy's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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