Robert and Clara Patterson Trust

Private foundation · Grantmaker Dallas, TX EIN: 06-6236358

The Robert and Clara Patterson Trust is a private foundation based in Dallas, Texas. Its 2026 filing reports grants to Yale University, The Jackson Laboratory, Rutgers University, and the University of Connecticut Health Center; each grant was designated for unrestricted general support.

Robert and Clara Patterson Trust at a glance

In short: Robert and Clara Patterson Trust gave $1.2M across 4 grants in 2026 (avg $300K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$1,199,253
+9.1% vs 2025
Grants made (2026)
4
+0.0% vs 2025
Average grant
$299,813
+9.1% vs 2025
Median grant
$199,992
Total assets
$28,486,664
+8.2% vs 2025
Primary geography
Connecticut (67% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated October 2026.

How to apply to Robert and Clara Patterson Trust

Contact

Application contact: Details Outlined On Application
Mailing address: 101 E River Dr, East Hartford, CT 06108
Phone: (888) 866-3275

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

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2026

Yale University: $699KYale University$699KThe Jackson Laboratory: $300KThe Jackson Laboratory$300KRutgers University: $100KRutgers University$100KUniversity of Connecticut Health Center: $100KUniversity of ConnecticutHealth Center$100K

The largest 2026 recipient was Yale University ($699K). Together the top 4 received $1.2M.

Grant Size Distribution

24 grants across all recorded years

3<$50K2$50–100K11$100–250K4$250–500K4$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 11 grants of 24 (46%).

Geographic Focus

Where this funder awards grants

In 2026, 67% of grant dollars went to recipients in Connecticut, 25% to recipients in Maine, and 8% to recipients in New Jersey.

Grant Distribution by State

6states

Share of 2026 grant dollars across all 4 itemized grants.

Cities

New HavenFarmingtonNew BrunswickProvidenceStorrsBar HarborBostonNew YorkNorwalk

How Robert and Clara Patterson Trust gives

  • Giving held roughly steady from 2023 to 2026 (+3%). Method
  • In 2026 it paid out 97% 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

$0$500K$1M$1.5M$2M3 grants2020 4 grants2021 4 grants2022 6 grants2023 6 grants2024 4 grants2025 4 grants2026

From 2020 to 2026, annual grant giving ranged from $1.0M (2020) to $1.5M (2024). In 2026 it made 4 grants totaling $1.2M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Yale University New Haven, CTUnrestricted General$699,273
The Jackson Laboratory Bar Harbor, MEUnrestricted General$299,984
Rutgers University New Brunswick, NJUnrestricted General$100,000
University of Connecticut Health Center Storrs, CTUnrestricted General$99,996
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$28,486,664$3,348,552$1,662,598$1,199,2534$1,412,151$3,109,878$1,449,243
2025$26,316,918$3,743,456$1,494,223$1,099,5524$1,311,938$3,601,460$1,565,971
2024$23,737,932$422,782$1,828,113$1,526,6556$1,712,772$431,532$1,412,291
2023$24,958,323$-1,079,005$1,399,323$1,163,5186$1,306,928$371,297$1,372,233
2022$27,355,687$6,794,698$1,537,214$1,034,8034$1,243,393$6,603,895$1,361,165
2021$22,542,052$1,565,902$1,327,050$1,045,0004—$1,483,595$1,273,996
2020$21,591,161$1,353,372$1,290,473$1,025,0003—$1,207,844$1,270,884

Under IRS private-foundation payout rules, Robert and Clara Patterson Trust reported a distributable amount of $1.4M for 2026 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Grantmaking

In filing year 2026, the trust awarded 4 grants totaling $1,199,253. Grants ranged from $99,996 to $699,273, with a median grant of $199,992. The largest awards were $699,273 to Yale University, $299,984 to The Jackson Laboratory, $100,000 to Rutgers University, and $99,996 to the University of Connecticut Health Center.

The trust’s 2025 filing states that it does not restrict giving to preselected organizations. How to apply: Contact and deadline details, application materials, and award restrictions are outlined on the application. The filing says the application is available through the Health in Action Resources (HRiA) – The Medical Foundation (TMF) website.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2026 filing lists Bank of America as trustee.

Robert and Clara Patterson Trust's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $87K (2020) → $131K (2026)

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Trustee: $131KBank of AmericaTrustee$131K

The highest reported compensation on the 2026 filing was $131K, to Bank of America (Trustee).

Frequently asked questions about Robert and Clara Patterson Trust

How much does Robert and Clara Patterson Trust give each year?

Robert and Clara Patterson Trust gave $1.2M across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $1.1M across 4 grants.

What is Robert and Clara Patterson Trust's typical grant size?

Robert and Clara Patterson Trust's median grant in 2026 was $199,992, and its average grant was $299,813, across 4 grants on its 2026 IRS Form 990-PF.

Where does Robert and Clara Patterson Trust give grants?

Robert and Clara Patterson Trust gives mostly in Connecticut: 67% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Maine (25%) and New Jersey (8%).

Does Robert and Clara Patterson Trust give general operating support?

Yes: 100% of Robert and Clara Patterson Trust's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.

How large is Robert and Clara Patterson Trust?

Robert and Clara Patterson Trust reported $28.5M in total assets on its 2026 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $1.4M (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.

How do I apply for a grant from Robert and Clara Patterson Trust?

Robert and Clara Patterson Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

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 2020–2026.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Robert and Clara Patterson Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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