Robert and Clara Patterson Trust
The Robert and Clara Patterson Trust is a private foundation established in 1984, located in Dallas, Texas. The trust operates as a 501(c)(3) private foundation with a single employee and is administered by Bank of America as trustee.
Key facts about Robert and Clara Patterson Trust
- EIN
- 06-6236358
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,099,552
- Grants made (2025)
- 4
- Average grant
- $274,888
- Median grant
- $249,966
- Total assets
- $26,316,918
- Primary geography
- Connecticut (55% of itemized 2025 grant dollars)
- How to apply
- No specific application procedures are documented in available sources. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert and Clara Patterson Trust funds
By grant dollars, the top recipient states for Robert and Clara Patterson Trust's 4 itemized 2025 grants were Connecticut (55%), Rhode Island (36%) and New Jersey (9%). 75% of grants with a stated purpose were for general or operating support.
How Robert and Clara Patterson Trust gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 84% 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 Robert and Clara Patterson Trust
- How to evaluate Robert and Clara Patterson Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$26.3M
+10.9% YoY
Annual Giving
$1.1M
-28.0% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$275K
+8.0% YoY
Under IRS private-foundation payout rules, Robert and Clara Patterson Trust reported a distributable amount of $1.6M for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's grantmaking focuses on education, health care, and philanthropy/voluntarism. Primary funding areas include medical research and unrestricted general support for healthcare institutions.
Grantmaking
How to Apply
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Connecticut, Rhode Island, and New Jersey, with a particular concentration in Rhode Island.
Grant Distribution by State
Share of all 4 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of January 2024:
- Total assets: $26,316,918
- Total revenues: $422,782
- Total expenses: $1,828,113
- Investment income and dividends: $550,823
- Net gain/loss from sale of non-inventory assets: -$189,355
Revenue Composition: The trust's revenues are primarily derived from investment income and dividends rather than contributions.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $26,316,918 | $23,737,932 | $24,958,323 |
| Revenue | $3,743,456 | $422,782 | $-1,079,005 |
| Expenses | $1,494,223 | $1,828,113 | $1,399,323 |
| Qualifying Distributions | $1,311,938 | $1,712,772 | $1,306,928 |
| Net Investment Income | $3,601,460 | $431,532 | $371,297 |
| Distributable Amount | $1,565,971 | $1,412,291 | $1,372,233 |
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 4 recipients in 2025
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Yale University ($499,620), Rhode Island Hospital ($399,932), The Jackson Laboratory ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| YALE UNIVERSITY New Haven, CT | UNRESTRICTED GENERAL | $499,620 |
| RHODE ISLAND HOSPITAL Providence, RI | UNRESTRICTED GENERAL | $399,932 |
| THE JACKSON LABORATORY Farmington, CT | MEDICAL RESEARCH | $100,000 |
| RUTGERS UNIVERSITY New Brunswick, NJ | UNRESTRICTED GENERAL | $100,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $104,514 |
Recent News & Activity
Recent developments and announcements
The trust made grants to Rhode Island Hospital and The Miriam Hospital in early 2024, demonstrating continued active grantmaking focused on healthcare institutions in the Northeast.
Frequently Asked Questions
What does Robert and Clara Patterson Trust fund?
The trust's grantmaking focuses on education, health care, and philanthropy/voluntarism. Primary funding areas include medical research and unrestricted general support for healthcare institutions.
How do I apply for a grant from Robert and Clara Patterson Trust?
No specific application procedures are documented in available sources. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Robert and Clara Patterson Trust make grants?
The trust primarily funds organizations in Connecticut, Rhode Island, and New Jersey, with a particular concentration in Rhode Island.
What size grants does Robert and Clara Patterson Trust award?
In 2025, Robert and Clara Patterson Trust awarded 4 grants totaling $1.1M — an average of about $275K per grant, based on its IRS Form 990 filings.
How much is Robert and Clara Patterson Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Robert and Clara Patterson Trust reported a distributable amount of $1.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert and Clara Patterson Trust's EIN?
Robert and Clara Patterson Trust's EIN (Employer Identification Number) is 06-6236358. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.