Civic Intelligence

The Patterson Family Foundation

EIN 35-6975288 • New York, NY

500 Fifth Ave Ste 5120New York, NY 10110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Asset Growth

15th percentile

-3.6%

Faster asset growth than 15% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-62%

Faster revenue growth than 6% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$48,811,490

Up $7,788,901 (+19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$48,811,490

Up $7,788,901 (+19%) from 2021

Operations
Liabilities / Revenue77th percentileNet Margin22nd percentile

Revenue

Down

$6,137,989

Down $5,906,112 (-49%) from 2021

Expenses

Up

$7,141,804

Up $3,870,745 (+118%) from 2021

Net Income

Down

-$1,003,815

Down $9,776,857 (-111%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2013: $7,467,878Liabilities 2013: $0Net Assets 2013: $7,467,8782013Assets 2014: $19,157,585Liabilities 2014: $0Net Assets 2014: $19,157,5852014Assets 2015: $22,129,974Liabilities 2015: $0Net Assets 2015: $22,129,9742015Assets 2016: $23,932,647Liabilities 2016: $0Net Assets 2016: $23,932,6472016Assets 2017: $25,098,437Liabilities 2017: $0Net Assets 2017: $25,098,4372017Assets 2018: $23,879,890Liabilities 2018: $0Net Assets 2018: $23,879,8902018Assets 2019: $23,891,187Liabilities 2019: $0Net Assets 2019: $23,891,1872019Assets 2020: $35,083,203Liabilities 2020: $0Net Assets 2020: $35,083,2032020Assets 2021: $41,022,589Liabilities 2021: $0Net Assets 2021: $41,022,5892021Assets 2024: $48,811,490Liabilities 2024: $0Net Assets 2024: $48,811,4902024

Highlighted filing

2024

Assets$48,811,490
Liabilities$0
Net Assets$48,811,490
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2013: $6,934,747Expenses 2013: $2,293,774Net Income 2013: $4,640,9732013Revenue 2014: $14,772,857Expenses 2014: $3,083,150Net Income 2014: $11,689,7072014Revenue 2015: $29,094,890Expenses 2015: $12,628,447Net Income 2015: $16,466,4432015Revenue 2016: $21,203,104Expenses 2016: $14,437,416Net Income 2016: $6,765,6882016Revenue 2017: $19,038,959Expenses 2017: $12,738,857Net Income 2017: $6,300,1022017Revenue 2018: $933,956Expenses 2018: $5,819,612Net Income 2018: -$4,885,6562018Revenue 2019: $11,830,763Expenses 2019: $9,197,306Net Income 2019: $2,633,4572019Revenue 2020: $23,173,465Expenses 2020: $7,233,550Net Income 2020: $15,939,9152020Revenue 2021: $12,044,101Expenses 2021: $3,271,059Net Income 2021: $8,773,0422021Revenue 2024: $6,137,989Expenses 2024: $7,141,804Net Income 2024: -$1,003,8152024

Highlighted filing

2024

Revenue$6,137,989
Expenses$7,141,804
Net Income-$1,003,815
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,811,490
Liabilities
$0
Net assets
$48,811,490
Revenue
$6,137,989
Expenses
$7,141,804
Net income
-$1,003,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$6.14$7.14$1.00
2021Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$12.0$3.27$8.77
2020Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$23.2$7.23$15.9
2019Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$11.8$9.20$2.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$0.93$5.82$4.89
2017Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$19.0$12.7$6.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$21.2$14.4$6.77
2015Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$29.1$12.6$16.5
2014Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$14.8$3.08$11.7
2013Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$6.93$2.29$4.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES B PATTERSONManager-$0--
SUSAN SOLIE PATTERSONTrustee-$0--
JACK PATTERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Patterson Family Foundation
EIN
35-6975288
Phone
2127646455
Address
500 FIFTH AVE STE 5120, NEW YORK, NY 10110

Signing Officer

Name
James B Patterson
Title
Manager
Phone
2127646455
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Peyser & Alexander Mgmt Inc
Address
500 5TH AVE STE 5120, NEW YORK, NY 10110
Preparer
Mark Weiss
Phone
2127646455
Raw XML Appendix343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0500 FIFTH AVE 4300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PEYSER AND ALEXANDER MANAGEMENT INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127646455
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06803410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL & SCHOLARSHIP SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O PEYSER 500 FIFTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 4300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06803410
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03454752
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03454752
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01845902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05540456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0961162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05528995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07935890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07935890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017250379
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03373864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01845902
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05540456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0961162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05528995
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06828616
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03373864
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025186269
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021812405
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES PATTERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0500 FIFTH AVE STE 5120
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010110
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02711270
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0211360
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1222542
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2352281
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt31547127
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4377960
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,207 SHS IEFA
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,524 SHS XLV
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc22,804 SHS XLI
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc32,648 SHS IWD
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4704 SHS VGT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-05-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-05-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-05-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42024-05-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02014302
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0JP MORGAN 21006
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1JP MORGAN 34000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02874417
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14728506
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03097391
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14728506
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01218952
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OVER COST BASIS SECURTIES RECEIVED
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0280249
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1136333
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENTS FOR PY
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1WASH SALE ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0248188
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0248188
TaxesSchedule/TaxesDetail/Amt065000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127646455
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PATTERSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0356975288
ReturnHeader/Filer/PhoneNum02127646455
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 FIFTH AVE STE 5120
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134125221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEYSER & ALEXANDER MGMT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 5TH AVE STE 5120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010110
ReturnHeader/PreparerPersonGrp/PhoneNum02127646455
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK WEISS
ReturnHeader/ReturnTs02025-05-15T14:17:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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