Patterson-wesselman-simpson Foundation
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.
Focus Areas
Ready to take the next step with Patterson-wesselman-simpson Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
6 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIEN G PATTERSON | PRESIDENT | 1 | — |
| TERRI J WESSELMAN | TREASURER | 1 | — |
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.
Explore Open Grants
Browse active grant opportunities in Patterson-wesselman-simpson Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Hobbs Foundation
RESTON, VA
Assets
$12.8M
Grants
34
Total Given
$700K
Harriet and Jerry Dempsey Family Foundation
DALLAS, TX
Assets
—
Grants
33
Total Given
$330K
Mutual of America Foundation
NEW YORK, NY
Assets
$654K
Grants
1,032
Total Given
$1.6M
The Reinhart Foundation
RICHMOND, VA
Assets
$39.6M
Grants
68
Total Given
$3.5M
The William & Dian Taylor Foundation
BROOKFIELD, IL
Assets
—
Grants
23
Total Given
$45K
Dexter F and Dorothy H Baker
ALLENTOWN, PA
Assets
$16.0M
Grants
37
Total Given
$662K
The Mcmahon Foundation
NAPLES, FL
Assets
—
Grants
1
Total Given
$3K
Rosemann Family Foundation
SISTER BAY, WI
Assets
—
Grants
39
Total Given
$676K
Shadow Wood Charitable Foundation
BONITA SPRINGS, FL
Assets
$417K
Grants
13
Total Given
$940K
Td Charitable Foundation
PORTLAND, ME
Assets
$9.0M
Grants
1,078
Total Given
$24.3M
Charles R and Nancy L Von Maur
PLEASANT VALLEY, IA
Assets
$4.0M
Grants
17
Total Given
$162K
Carol B Phelon Foundation
FORT MYERS, FL
Assets
$17.0M
Grants
1
Total Given
$872K
More Funders in Florida
Data last updated April 2026. Sourced from IRS Form 990-PF filings.