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

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

No grants recorded for .

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

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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