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.
Key facts about Patterson-Wesselman-Simpson Foundation
- EIN
- 54-1922003
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $37,492
Data from IRS Form 990-PF, 2025; updated September 2026.
How Patterson-Wesselman-Simpson Foundation gives
- Giving fell 98% from 2020 to 2023. Method
- In 2025 it paid out 50% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Patterson-Wesselman-Simpson Foundation
- How to evaluate Patterson-Wesselman-Simpson Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Patterson-Wesselman-Simpson Foundation with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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
No officer or director reported compensation in the available filings.
From 2025 IRS 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
—
Grants
38
Total Given
$750K
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
26
Total Given
$52K
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
—
Grants
1,003
Total Given
$24.9M
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 September 2026. Sourced from IRS Form 990-PF filings.