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
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
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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 | 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 .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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