Civic Intelligence

The Patton Charitable Foundation

EIN 65-6346631 • Hobe Sound, FL

66 Gomez RoadHobe Sound, FL 33455
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-103%

Higher net margin than 6% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

14th percentile

-16%

Faster asset growth than 14% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-21%

Faster revenue growth than 17% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$505,215

Down $97,764 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$505,215

Down $97,764 (-16%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin6th percentile

Revenue

Down

$49,948

Down $12,986 (-21%) from 2023

Expenses

Down

$101,494

Down $50,111 (-33%) from 2023

Net Income

Up

-$51,546

Up $37,125 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,594,502Liabilities 2010: $0Net Assets 2010: $1,594,5022010Assets 2011: $1,514,749Liabilities 2011: $0Net Assets 2011: $1,514,7492011Assets 2012: $1,452,127Liabilities 2012: $0Net Assets 2012: $1,452,1272012Assets 2013: $1,404,698Liabilities 2013: $0Net Assets 2013: $1,404,6982013Assets 2014: $1,411,888Liabilities 2014: $0Net Assets 2014: $1,411,8882014Assets 2015: $1,311,278Liabilities 2015: $0Net Assets 2015: $1,311,2782015Assets 2016: $1,280,186Liabilities 2016: $0Net Assets 2016: $1,280,1862016Assets 2017: $1,208,871Liabilities 2017: $0Net Assets 2017: $1,208,8712017Assets 2018: $1,127,175Liabilities 2018: $0Net Assets 2018: $1,127,1752018Assets 2019: $812,239Liabilities 2019: $0Net Assets 2019: $812,2392019Assets 2020: $751,545Liabilities 2020: $0Net Assets 2020: $751,5452020Assets 2021: $728,187Liabilities 2021: $0Net Assets 2021: $728,1872021Assets 2022: $638,365Liabilities 2022: $0Net Assets 2022: $638,3652022Assets 2023: $602,979Liabilities 2023: $0Net Assets 2023: $602,9792023Assets 2024: $505,215Liabilities 2024: $0Net Assets 2024: $505,2152024

Latest loaded filing

2024

Assets$505,215
Liabilities$0
Net Assets$505,215
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $101,2052010Expenses 2011: $181,3672011Expenses 2012: $132,9292012Revenue 2013: $100,885Expenses 2013: $148,314Net Income 2013: -$47,4292013Revenue 2014: $146,075Expenses 2014: $138,885Net Income 2014: $7,1902014Revenue 2015: $31,390Expenses 2015: $132,000Net Income 2015: -$100,6102015Revenue 2016: $117,477Expenses 2016: $148,569Net Income 2016: -$31,0922016Revenue 2017: $59,895Expenses 2017: $131,210Net Income 2017: -$71,3152017Revenue 2018: $68,878Expenses 2018: $150,574Net Income 2018: -$81,6962018Revenue 2019: $99,757Expenses 2019: $414,693Net Income 2019: -$314,9362019Revenue 2020: $77,524Expenses 2020: $138,218Net Income 2020: -$60,6942020Revenue 2021: $73,493Expenses 2021: $96,851Net Income 2021: -$23,3582021Revenue 2022: $8,542Expenses 2022: $98,364Net Income 2022: -$89,8222022Revenue 2023: $62,934Expenses 2023: $151,605Net Income 2023: -$88,6712023Revenue 2024: $49,948Expenses 2024: $101,494Net Income 2024: -$51,5462024

Latest loaded filing

2024

Revenue$49,948
Expenses$101,494
Net Income-$51,546
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.05$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.06$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.01$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.07$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.10$0.41$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.15$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.03$0.13$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.15$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.18
2010Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 22, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Ann B CaseyTrustee-$0--
Edward B PattonTrustee-$0--
Pamela W PattonTrustee-$0--
Richard R PattonTrustee-$0--
Jennifer PattonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITARIAN CHURCH OF ALL SOULSRELIGIOUS-NEW YORK, NY, US$27,500
Paid GrantMISS PORTERS SCHOOLEDUCATION-FARMINGTON, CT, US$25,000
Paid GrantNEW YORK UNIVERSITYEDUCATION-NEW YORK, NY, US$15,000
Paid GrantCHRIST MEMORIAL CHAPELRELIGIOUS-HOBE SOUND, FL, US$11,000
Paid GrantJUPITER ISLAND MEDICAL CENTERHEALTH-HOBE SOUND, FL, US$11,000
Paid GrantCURE PSPHEALTH-TIMONIUM, MD, US$10,000
Paid GrantTHE WILY NETWORKEDUCATION-NEWTON, MA, US$8,000
Paid GrantUNIVERSITY OF PENNSYLVANIAEDUCATION-PHILADELPHIA, PA, US$5,000
Paid GrantHOBE SOUND COMMUNITY CHESTWELFARE-HOBE SOUND, FL, US$5,000
Paid GrantTHE CHILDRENS INSTITUTEWELFARE-PITTSBURGH, PA, US$5,000
Paid GrantJACOBS PILLOWARTS-BECKET, MA, US$5,000
Paid GrantWISDOM BRIDGESWELFARE-NEW YORK, NY, US$5,000
Paid GrantAUXILIARY OF EMERSON HEALTHHEALTH-CORNER CONCORD, MA, US$2,500
Paid GrantGROTON SCHOOLEDUCATION-GROTON, MA, US$1,500
Paid GrantVASSAR COLLEGEEDUCATION-POUGHKEEPSIE, NY, US$1,500
Paid GrantTHE CONSERVATION FUNDCONSERVATION-ARLINGTON, VA, US$1,250
Paid GrantPRINCETON UNIVERSITYEDUCATION-PRINCETON, NJ, US$1,000
Paid GrantNORTHWESTERN UNIVERSITYEDUCATION-EVANSTON, IL, US$1,000
Paid GrantSEMPER FI AND AMERICAS FUNDWELFARE-OCEANSIDE, CA, US$1,000
Paid GrantSHANTIDEVA CENTERSPIRITUAL-NEW YORK, NY, US$1,000
Paid GrantCOLBY COLLEGEEDUCATION-WATERVILLE, ME, US$1,000
Paid GrantBEAVER ANGELSWELFARE-NEW YORK, NY, US$1,000
Paid GrantSOCIAL & ENVIRONMENTAL ENTREPRENEURSWELFARE-CALABASAS, CA, US$1,000
Paid GrantGUARDIANS OF MARTIN COUNTYCONSERVATION-HOBE SOUND, FL, US$1,000
Paid GrantGENERATIONS UNITEDWELFARE-WASHINGTON, DC, US$1,000
Paid GrantTRUDEAU INSTITUTEHEALTH-SARANAC LAKE, NY, US$1,000
Paid GrantBANNER LAKE CLUBWELFARE-HOBE SOUND, FL, US$1,000
Paid GrantTOWN OF JUPITER ISLANDWELFARE-HOBE SOUND, FL, US$1,000
Paid GrantCRISTO REY NY HIGH SCHOOLEDUCATION-NEW YORK, NY, US$1,000
Paid GrantPEACE ON THE STREETARTS-NEW YORK, NY, US$1,000
Paid GrantFLORIDA ATLANTIC UNIVERSITYEDUCATION-BOCA RATON, FL, US$1,000
Paid GrantNEUROENDOCRINE TUMOR RESEARCH FOUNDATIONHEALTH-QUINCY, MA, US$1,000
Paid GrantGRAHAM WINDHAMWELFARE-BRONX, NY, US$1,000
Paid GrantWASHINGTON UNIVERSITYEDUCATION-ST LOUIS, MO, US$1,000
Paid GrantOCCIDENTAL COLLEGEEDUCATION-LOS ANGELES, CA, US$1,000
Paid GrantBERKSHIRE INTERNATIONAL FILM FESTIVALARTS-GREAT BARRINGTON, MA, US$1,000
Paid GrantHURRICANE ISLAND OUTWARD BOUND SCHOOLWELFARE-CAMDEN, ME, US$1,000
Paid GrantMALTZ THEATREARTS-JUPITER, FL, US$1,000
Paid GrantNASHOBA BROOKS SCHOOLEDUCATION-CONCORD, MA, US$500
Paid GrantDEERFIELD ACADEMYEDUCATION-DEERFIELD, MA, US$500
Paid GrantCONCORD ACADEMYEDUCATION-CONCORD, MA, US$500
Paid GrantBROWN UNIVERSITYEDUCATION-PROVIDENCE, RI, US$500
Paid GrantMADDIE MAE FUNDHEALTH-CHICAGO, IL, US$500
Paid GrantBROWN SPORTS FOUNDATIONSPORTS-PROVIDENCE, RI, US$500
Paid GrantNATIONAL DANCE INSTITUTEARTS-NEW YORK, NY, US$500
Paid GrantST BERNARDS SCHOOLEDUCATION-NEW YORK, NY, US$500
Paid GrantTHE TRINITY SCHOOLEDUCATION-NEW YORK, NY, US$500
Paid GrantWESTMINSTER SCHOOLEDUCATION-SIMSBURY, CT, US$500
Paid GrantTREASURE COAST HOSPICEHEALTH-HOBE SOUND, FL, US$500
Paid GrantLOAVES AND FISHESWELFARE-HOBE SOUND, FL, US$500
Paid Grant1000 FRIENDS OF FLORIDACONSERVATION-TALLAHASSEE, FL, US$500
Paid GrantFENN SCHOOLEDUCATION-CONCORD, MA, US$500
Paid GrantUNIVERSITY OF CALIFORNIAEDUCATION-OAKLAND, CA, US$500
Paid GrantJ FIELD FOUNDATIONHEALTH-WHITE STONE, VA, US$500
Paid GrantSOUTH FLORIDA PBSJOURNALISM-MIAMI, FL, US$250
Paid GrantAPOLLO SCHOOL FOUNDATIONARTS-HOBE SOUND, FL, US$250
Paid GrantTHE FOOTE SCHOOLEDUCATION-NEW HAVEN, CT, US$250
Paid GrantJUPITER ISLAND HISTORICAL SOCIETYCOMMUNITY-HOBE SOUND, FL, US$150
Filing and Contact Details

Filer

Filer Name
The Patton Charitable Foundation
EIN
65-6346631
Phone
9142321485
Address
66 GOMEZ ROAD, HOBE SOUND, FL 33455

Signing Officer

Name
Jennifer Patton
Title
Trustee
Signed
2026-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Larry P King CPA
Address
7452 Oakmark Rd, Harmony, FL 34773
Preparer
Larry P King CPA
Phone
4077374076
Raw XML AppendixShowing 400 of 785 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JUPITER ISLAND HISTORICAL SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14UNITARIAN CHURCH OF ALL SOULS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16ST BERNARDS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SEMPER FI AND AMERICAS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18SHANTIDEVA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19COLBY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20BEAVER ANGELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21THE TRINITY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22SOCIAL & ENVIRONMENTAL ENTREPRENEURS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23HOBE SOUND COMMUNITY CHEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24JUPITER ISLAND MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25CURE PSP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26GUARDIANS OF MARTIN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27GENERATIONS UNITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28WESTMINSTER SCHOOL

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