Patterson-wesselman-simpson Foundation

BONITA SPRINGS, FL EIN: 54-1922003

Patterson-wesselman-simpson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BONITA SPRINGS, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $37K in total assets. In 2025, it made $3K in qualifying distributions. Net investment income was $1K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$37K

-4.3% YoY

Revenue

$2K

+2.1% YoY

Qualifying Distributions

$3K

+1.6% YoY

Expenses

$3K

+1.6% YoY

Under IRS private-foundation payout rules, Patterson-wesselman-simpson Foundation reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.

About Patterson-wesselman-simpson Foundation

Based on IRS filings

Patterson-wesselman-simpson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BONITA SPRINGS, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $37K in total assets. In 2025, it made $3K in qualifying distributions. Net investment income was $1K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Bonita SpringsIrvingtonKilmarnockRichmond

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K202020212022202320242025
Metric202520242023
Total Assets$37,492$39,164$40,818
Revenue$1,524$1,493$8,900
Expenses$3,196$3,147$3,713
Qualifying Distributions$3,197$3,147$3,713
Net Investment Income$1,499$1,468$1,775
Distributable Amount$6,392$5,564$4,515

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$41K$62K$82K3 grants20200 grants20215 grants20221 grants20230 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JULIEN G PATTERSONPRESIDENT1
TERRI J WESSELMANTREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Patterson-wesselman-simpson Foundation?

Patterson-wesselman-simpson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BONITA SPRINGS, FL. It holds $37K in total assets as of 2025.

How large is Patterson-wesselman-simpson Foundation?

As of 2025, Patterson-wesselman-simpson Foundation holds $37K in total assets with $2K in annual revenue.

Where does Patterson-wesselman-simpson Foundation operate?

Patterson-wesselman-simpson Foundation has awarded grants in Florida, Virginia.

How much is Patterson-wesselman-simpson Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Patterson-wesselman-simpson Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Patterson-wesselman-simpson Foundation's EIN?

Patterson-wesselman-simpson Foundation's EIN (Employer Identification Number) is 54-1922003. IRS Form 990 filing data is available on this page for 2020–2025.

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

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