The Paterson Family Private Foundation

MONTPELIER, VT EIN: 20-5417463

The Paterson Family Private Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTPELIER, VT. IRS filing data is available from 2020 through 2023. In 2023, it awarded 3 grants totaling $98K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$98K

+3.1% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$33K

+37.5% YoY

Under IRS private-foundation payout rules, The Paterson Family Private Foundation reported a distributable amount of $2K for 2023 — the minimum it must pay out in qualifying distributions.

About The Paterson Family Private Foundation

Based on IRS filings

The Paterson Family Private Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTPELIER, VT. IRS filing data is available from 2020 through 2023. In 2023, it awarded 3 grants totaling $98K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

DartmouthFairfieldFort CollinsMontpelierNew Canaan

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28K$56K$84K$112K2020202120222023
Metric202320222021
Total Assets$110,406$188,963
Revenue$-8,348$19,465$62,205
Expenses$102,058$98,022$78,880
Qualifying Distributions$98,417$95,376
Net Investment Income$16,819$5,381
Distributable Amount$1,734$6,656$8,855

Giving Over Time

Total grant dollars and number of grants per year

$0$24K$49K$73K$98K3 grants20203 grants20214 grants20223 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

NAT'L CHILDREN'S BOOK & …$83KBLOSSOM HILL FOUNDATION$10KHARBOR LIGHTS FOUNDATION$5K

Grant Size Distribution

13 grants across all recorded years

9<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Nat'l Children's Book & Literary Alliance ($82,937), Blossom Hill Foundation ($10,000), Harbor Lights Foundation ($5,000).

RecipientPurposeAmount
NAT'L CHILDREN'S BOOK & LITERARY ALLIANCE DARTMOUTH, MAPROMOTION OFCHILDRENS' LITERACY$82,937
BLOSSOM HILL FOUNDATION NEW CANAAN, CTSUPPORT FOR ORGS THATEMPOWER WAR-AFFECTED YOUTH$10,000
HARBOR LIGHTS FOUNDATION FAIRFIELD, CTPROVIDES BENEFICIAL PROGRAMMING FOR CHILDREN$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
MICHAEL G EVERETHCHAIRMAN1
DENNIS PERRAULTTREASURER0.5
MARY KN HEININGERDIRECTOR
ELIZABETH P PIERCEDIRECTOR
JOHN PATERSON JRDIRECTOR
DAVID L PATERSONDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Paterson Family Private Foundation?

The Paterson Family Private Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTPELIER, VT. It holds — in total assets as of 2023.

Where does The Paterson Family Private Foundation operate?

The Paterson Family Private Foundation has awarded grants in Colorado, Connecticut, Massachusetts, Vermont.

What size grants does The Paterson Family Private Foundation award?

In 2023, The Paterson Family Private Foundation awarded 3 grants totaling $98K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is The Paterson Family Private Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, The Paterson Family Private Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Paterson Family Private Foundation's EIN?

The Paterson Family Private Foundation's EIN (Employer Identification Number) is 20-5417463. IRS Form 990 filing data is available on this page for 2020–2023.

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Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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