AUMdb

The Patterson Foundation

EIN 656230256 · 501(c)(3) · Private foundation · Sarasota, FL · recognized 1997

Assets
$304M
Revenue
$16.6M
Expenses
$16.9M
Investment income
$21.3M

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Northern Trust Trustee $732,402 $0
Debra Jacobs President & ceo $447,858 $95,599
John T Berteau Chairman emeritus $0 $0
Ric Gregoria Chairman $0 $0
Charles D Bailey Jr Vice chairman $0 $0
Dave Bullock Governing board member $0 $0
Cathy Layton Governing board member $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $304M $16.6M $16.9M 990 990PF · obj 202513379349100711 IRS ↗
06/30/2024 $291M $16.4M $19.0M 990 990PF · obj 202521329349102977 IRS ↗