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Private foundation (trust)EIN 364422565Est. 2001-03

PATTEN FAMILY FOUNDATION

FORT MYERS, FL 33908

Total Assets

$205K

FY 2023

Annual Giving

$15K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$100–$5K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$16K

Total Expenses

$16K

Qualifying Distributions

$15K

Distributable Amount

$612

Min. Investment Return

$612

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $100 through median $625 to maximum $5K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $26K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

60 grants

CHICAGO SHAKESPEARE THEATRE
$25K
5 grants
FLORIDA REPERTORY THEATRE
$21K
5 grants
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
$12K
2 grants
PLAYERS CIRCLE ART CENTER
$10K
4 grants
BOSTON COLLEGE
$5K
5 grants
THE CLINIC FOR THE REHABILITATION OF WILDLIFE
$3K
5 grants
CHICAGO SYMPHONY ORCHESTRA
$2K
2 grants
GOOD SAMARITAN COUNSELING
$1K
1 grant

Grant Size Distribution

60 grants

<$10K
59
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Florida
$46K
55% of total
Illinois
$31K
37% of total
Massachusetts
$5K
6% of total
Colorado
$525
1% of total
Virginia
$500
1% of total
New York
$300
0% of total
Georgia
$250
0% of total
Tennessee
$100
0% of total

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PATTEN FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo