Patterson-Wesselman-Simpson Foundation
Patterson-Wesselman-Simpson Foundation is a private foundation, 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.
Patterson-Wesselman-Simpson Foundation at a glance
- Total assets
- $37,492
- -4.3% vs 2024
- Revenue (2025)
- $1,524
- +2.1% vs 2024
- Qualifying distributions (2025)
- $3,197
- +1.6% vs 2024
- Expenses (2025)
- $3,196
- +1.6% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Patterson-Wesselman-Simpson Foundation funds
How this funder distributes its grants
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $2K (2023) to $82K (2020). In 2023 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lancaster County Education Foundation Kilmarnock, VA | General Purpose | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $37,492 | $1,524 | $3,196 | — | — | $3,197 | $1,499 | $6,392 |
| 2024 | $39,164 | $1,493 | $3,147 | — | — | $3,147 | $1,468 | $5,564 |
| 2023 | $40,818 | $8,900 | $3,713 | $1,500 | 1 | $3,713 | $1,775 | $4,515 |
| 2022 | $55,012 | $64,788 | $62,894 | $55,000 | 5 | $62,894 | $1,238 | $4,719 |
| 2021 | $53,118 | $6,067 | $5,788 | — | — | — | $1,142 | $4,122 |
| 2020 | $52,839 | $87,066 | $90,734 | $82,000 | 3 | — | $1,178 | $3,361 |
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.
Leadership & Key People
Officers and directors from IRS filings
Patterson-Wesselman-Simpson Foundation is led by Julien G. Patterson, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Julien G. Patterson
President
On filings since 2020
1 hr/week
No compensation reported
Terri J. Wesselman
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Patterson-Wesselman-Simpson Foundation
How large is Patterson-Wesselman-Simpson Foundation?
Patterson-Wesselman-Simpson Foundation reported $37K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $6K (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.
Where does Patterson-Wesselman-Simpson Foundation operate?
Patterson-Wesselman-Simpson Foundation has awarded grants in Florida, Virginia.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Patterson-Wesselman-Simpson Foundation funds
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