Paul Patton Charitable Trust
Paul Patton Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.0M in total assets. In 2025, it awarded 1 grant totaling $220K. Net investment income was $256K.
Paul Patton Charitable Trust at a glance
In short: Paul Patton Charitable Trust gave $220K across 1 grant in 2025 (avg $220K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $220,000
- +7.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $220,000
- +7.3% vs 2024
- Median grant
- $220,000
- Total assets
- $4,047,547
- -1.8% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Paul Patton Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Bionexus KC ($220K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 7 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Paul Patton Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 93% 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 2025, annual grant giving ranged from $184K (2020) to $225K (2022). In 2025 it made 1 grant totaling $220K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bionexus KC Kansas City, MO | Unrestricted General | $220,000 |
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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 | $4,047,547 | $297,446 | $303,522 | $220,000 | 1 | $260,720 | $256,265 | $281,342 |
| 2024 | $4,121,644 | $159,350 | $290,099 | $205,000 | 1 | $249,809 | $119,610 | $267,365 |
| 2023 | $4,250,420 | $137,449 | $283,346 | $210,000 | 1 | $245,657 | $87,953 | $239,702 |
| 2022 | $4,399,584 | $131,386 | $326,810 | $225,000 | 2 | $261,725 | $102,510 | $245,336 |
| 2021 | $4,596,199 | $1,033,992 | $266,549 | $188,000 | 2 | $226,973 | $994,487 | $263,796 |
| 2020 | $3,827,488 | $155,136 | $252,723 | $184,000 | 1 | — | $120,851 | $220,731 |
Under IRS private-foundation payout rules, Paul Patton Charitable Trust reported a distributable amount of $281K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Paul Patton Charitable Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2020
1 hr/week
$53K (2020) → $52K (2025)
B. Spencer Heddens
Co-Trustee
On filings since 2024
1 hr/week
$8K (2025)
Martha Smith
C0-Trustee
New on the 2025 filing
1 hr/week
$3K (2025)
Former officers (2)
- Former: C. Ted McCarter (2020–2024) — Co-Trustee
- Former: William L. Evans Jr. (2020–2024) — Co-Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $52K, to Bank of America N a (Co-Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Paul Patton Charitable Trust
How much does Paul Patton Charitable Trust give each year?
Paul Patton Charitable Trust gave $220K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $205K across 1 grant.
How large is Paul Patton Charitable Trust?
Paul Patton Charitable Trust reported $4.0M in total assets on its 2025 IRS Form 990-PF. It paid out $261K in qualifying distributions that year, against a required minimum of $281K (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 Paul Patton Charitable Trust operate?
Paul Patton Charitable Trust has awarded grants in Missouri.
What is Paul Patton Charitable Trust's EIN?
Paul Patton Charitable Trust's EIN (Employer Identification Number) is 44-6009254. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Paul Patton Charitable Trust's focus areas in our free grants database
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