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Patrick Foundation Tr

Patrick John R & Joane M Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$207k (2024)

Expenses
$125k (2024)

Total Assets
$1.06M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$206,533
Expenses
$124,799
Net Income
$81,734
Net Assets
$1,064,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $80,451
39.0%
Interest Revenue $1,235
0.6%
Dividends $35,928
17.4%
Sales of Assets $88,919
43.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $116,803
93.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,064,027
Total Liabilities $0
Net Assets $1,064,027
Compensation
Key Employees and Officers Compensation Other
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0
Tracy L Savitz (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,382
Expenses
$54,537
Net Income
$22,845
Net Assets
$982,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $74,596
96.4%
Interest Revenue $1,246
1.6%
Dividends $28,230
36.5%
Sales of Assets -$26,690
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,837
87.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $982,293
Total Liabilities $0
Net Assets $982,293
Compensation
Key Employees and Officers Compensation Other
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0
Tracy L Savitz (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,387
Expenses
$94,409
Net Income
-$35,022
Net Assets
$959,398
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $75,527
> 100%
Interest Revenue $270
0.5%
Dividends $27,618
46.5%
Sales of Assets -$44,028
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,907
92.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $959,398
Total Liabilities $0
Net Assets $959,398
Compensation
Key Employees and Officers Compensation Other
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0
Tracy L Savitz (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,793
Expenses
$114,259
Net Income
$34,534
Net Assets
$994,420
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16
0.0%
Dividends $23,947
16.1%
Sales of Assets $124,830
83.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,579
92.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $994,420
Total Liabilities $0
Net Assets $994,420
Compensation
Key Employees and Officers Compensation Other
Tracy Panchelli (Trustee) $0 $0
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,273
Expenses
$108,668
Net Income
-$61,395
Net Assets
$959,885
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $135
0.3%
Dividends $25,438
53.8%
Sales of Assets $21,665
45.8%
Other Income $35
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,231
93.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $959,886
Total Liabilities $1
Net Assets $959,885
Compensation
Key Employees and Officers Compensation Other
Tracy Panchelli (Trustee) $0 $0
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,244
Expenses
$100,122
Net Income
-$45,878
Net Assets
$1,021,280
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $652
1.2%
Dividends $36,039
66.4%
Sales of Assets $17,550
32.4%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,964
90.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,021,281
Total Liabilities $1
Net Assets $1,021,280
Compensation
Key Employees and Officers Compensation Other
Tracy Panchelli (Trustee) $0 $0
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,049
Expenses
$104,732
Net Income
-$17,683
Net Assets
$1,067,159
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $468
0.5%
Dividends $35,294
40.5%
Sales of Assets $51,287
58.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,851
93.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,067,159
Total Liabilities $0
Net Assets $1,067,159
Compensation
Key Employees and Officers Compensation Other
Tracy Panchelli (Trustee) $0 $0
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,013
Expenses
$111,782
Net Income
$26,231
Net Assets
$1,251,884
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $48
0.0%
Dividends $29,795
21.6%
Sales of Assets $108,170
78.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $99,854
89.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,251,884
Total Liabilities $0
Net Assets $1,251,884
Compensation
Key Employees and Officers Compensation Other
Tracy Panchelli (Trustee) $0 $0
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$149,798
Expenses
$103,939
Net Income
$45,859
Net Assets
$1,225,653
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $57
0.0%
Dividends $29,928
20.0%
Sales of Assets $119,813
80.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,470
89.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,225,653
Total Liabilities $0
Net Assets $1,225,653
Compensation
Key Employees and Officers Compensation Other
Tracy Panchelli (Trustee) $0 $0
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,502
Expenses
$119,078
Net Income
$21,424
Net Assets
$1,179,794
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $32
0.0%
Dividends $30,695
21.8%
Sales of Assets $109,775
78.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,347
91.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,179,794
Total Liabilities $0
Net Assets $1,179,794
Compensation
Key Employees and Officers Compensation Other
Tracy Panchelli (Trustee) $0 $0
Joanne M Patrick (Trustee) $0 $0
John R Patrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$143,012
Expenses
$132,016
Net Income
$10,996
Net Assets
$1,158,369
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22
0.0%
Dividends $34,755
24.3%
Sales of Assets $108,235
75.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,588
91.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,158,370
Total Liabilities $1
Net Assets $1,158,369

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$104,027
Expenses
$97,870
Net Income
$6,157
Net Assets
$1,147,373
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $38,099
36.6%
Sales of Assets $65,911
63.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,629
89.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,147,374
Total Liabilities $1
Net Assets $1,147,373

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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