The Robert Fleming & Jane Howe Patrick

CHARLOTTE, VT EIN: 03-0317962

The Robert Fleming & Jane Howe Patrick is a private foundation, based in CHARLOTTE, VT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 3 grants totaling $135K. Net investment income was $277K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.8M

+7.9% YoY

Annual Giving

$135K

Grant Count

Avg Grant Size

$45K

Under IRS private-foundation payout rules, The Robert Fleming & Jane Howe Patrick reported a distributable amount of $127K for 2025 — the minimum it must pay out in qualifying distributions.

About The Robert Fleming & Jane Howe Patrick

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $445K (100%)

States

Vermont

Cities

BarreBenningtonBrattleboroBurlingtonCharlotteColchesterEssexEssex JunctionFerrisburghLeicesterLyndonvilleMiddleburyNewportRichmondSouth BurlingtonSpringfieldStarksboroVergennesWhite River JctWinooski

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,792,830	$1,661,891	$1,453,067
Revenue	$312,155	$240,501	$79,017
Expenses	$181,216	$31,677	$147,379
Qualifying Distributions	$134,548	—	$118,500
Net Investment Income	$276,940	$210,568	$51,774
Distributable Amount	$126,954	$110,439	$99,998

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

68 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The Vergennes Opera House ($100,000), Community Health Centers ($25,000), Charlotte Historical Society ($9,548).

Recipient	Purpose	Amount
CHARLOTTE HISTORICAL SOCIETY CHARLOTTE, VT	LEAF GUARD INSTALLATION ON HISTORICAL SOCIETY BUILDING	$9,548
COMMUNITY HEALTH CENTERS ESSEX JUNCTION, VT	SAFE HARBOR	$25,000
THE VERGENNES OPERA HOUSE VERGENNES, VT	CAPITAL CAMPAIGN ELEVATOR	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
HARRIET S PATRICK	PRESIDENT	0.5	—
C DENNIS HILL	DIRECTOR	0.5	—
DAVID W WEBSTER	DIRECTOR	0.2	—

Frequently Asked Questions

How large is The Robert Fleming & Jane Howe Patrick?

As of 2025, The Robert Fleming & Jane Howe Patrick holds $1.8M in total assets with $312K in annual revenue. It awarded 3 grants totaling $135K in 2025.

Where does The Robert Fleming & Jane Howe Patrick operate?

The Robert Fleming & Jane Howe Patrick has awarded grants in Vermont.

What size grants does The Robert Fleming & Jane Howe Patrick award?

In 2025, The Robert Fleming & Jane Howe Patrick awarded 3 grants totaling $135K — an average of about $45K per grant, based on its IRS Form 990 filings.

How much is The Robert Fleming & Jane Howe Patrick required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Robert Fleming & Jane Howe Patrick reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Robert Fleming & Jane Howe Patrick's EIN?

The Robert Fleming & Jane Howe Patrick's EIN (Employer Identification Number) is 03-0317962. IRS Form 990 filing data is available on this page for 2021–2025.