W I Patterson Charitable Fund

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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 July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,454
Expenses
$424,099
Net Income
-$267,645
Net Assets
$5,240,725
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $45
0.0%
Dividends $138,228
88.4%
Sales of Assets $18,181
11.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $371,366
87.6%
Compensation of Officers* $51,912
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,240,725
Total Liabilities $0
Net Assets $5,240,725
Compensation
Key Employees and Officers Compensation Other
Nancy L Rackoff (Trustee) $17,304 $0
Todd T Jordan (Trustee) $17,304 $0
Harold Balk (Trustee) $17,304 $0

Document Links

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$714,646
Expenses
$395,809
Net Income
$318,837
Net Assets
$5,508,370
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $410
0.1%
Dividends $138,538
19.4%
Sales of Assets $575,698
80.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $352,495
89.1%
Compensation of Officers* $48,131
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,508,370
Total Liabilities $0
Net Assets $5,508,370
Compensation
Key Employees and Officers Compensation Other
Todd T Jordan (Trustee) $16,044 $0
Harold Balk (Trustee) $16,044 $0
Nancy L Rackoff (Trustee) $16,043 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,947
Expenses
$392,700
Net Income
-$361,753
Net Assets
$5,194,533
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,945
9.5%
Dividends $134,945
> 100%
Sales of Assets -$106,943
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $351,255
89.4%
Compensation of Officers* $45,865
11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,194,533
Total Liabilities $0
Net Assets $5,194,533
Compensation
Key Employees and Officers Compensation Other
Harold Balk (Trustee) $15,289 $0
Nancy L Rackoff (Trustee) $15,288 $0
Todd T Jordan (Trustee) $15,288 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$239,483
Expenses
$395,534
Net Income
-$156,051
Net Assets
$5,595,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $32
0.0%
Dividends $115,523
48.2%
Sales of Assets $123,725
51.7%
Other Income $203
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $350,346
88.6%
Compensation of Officers* $42,967
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,595,181
Total Liabilities $0
Net Assets $5,595,181
Compensation
Key Employees and Officers Compensation Other
Todd T Jordan (Trustee) $17,155 $0
Harold Balk (Trustee) $17,155 $0
Nancy L Rackoff (Trustee) $8,657 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$481,571
Expenses
$393,700
Net Income
$87,871
Net Assets
$5,719,479
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24
0.0%
Dividends $109,250
22.7%
Sales of Assets $366,335
76.1%
Other Income $5,962
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $348,318
88.5%
Compensation of Officers* $50,844
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,719,480
Total Liabilities $1
Net Assets $5,719,479
Compensation
Key Employees and Officers Compensation Other
Nancy L Rackoff (Trustee) $16,948 $0
Todd T Jordan (Trustee) $16,948 $0
Harold Balk (Trustee) $16,948 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$182,091
Expenses
$431,167
Net Income
-$249,076
Net Assets
$5,630,682
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21
0.0%
Dividends $108,792
59.7%
Sales of Assets $73,278
40.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $357,148
82.8%
Compensation of Officers* $47,496
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,630,683
Total Liabilities $1
Net Assets $5,630,682
Compensation
Key Employees and Officers Compensation Other
Nancy L Rackoff (Trustee) $19,970 $0
Todd T Jordan (Trustee) $19,970 $0
Harold Balk (Trustee) $7,556 $0

Document Links

Fiscal Year Ending July
2019

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 July
2018

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 July
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 July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$252,268
Expenses
$334,087
Net Income
-$81,819
Net Assets
$4,241,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16
0.0%
Dividends $115,702
45.9%
Sales of Assets $136,550
54.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $316,165
94.6%
Compensation of Officers* $44,916
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,241,938
Total Liabilities $0
Net Assets $4,241,938

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$511,444
Expenses
$324,365
Net Income
$187,079
Net Assets
$4,323,757
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $32
0.0%
Dividends $119,322
23.3%
Sales of Assets $392,090
76.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $304,140
93.8%
Compensation of Officers* $47,829
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,323,757
Total Liabilities $0
Net Assets $4,323,757

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$247,270
Expenses
$284,731
Net Income
-$37,461
Net Assets
$4,136,678
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $98,940
40.0%
Sales of Assets $148,313
60.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $266,484
93.6%
Compensation of Officers* $46,926
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,136,678
Total Liabilities $0
Net Assets $4,136,678

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$211,732
Expenses
$272,315
Net Income
-$60,583
Net Assets
$4,174,139
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $103,613
48.9%
Sales of Assets $108,109
51.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $252,501
92.7%
Compensation of Officers* $42,321
15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,174,139
Total Liabilities $0
Net Assets $4,174,139

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$231,484
Expenses
$253,953
Net Income
-$22,469
Net Assets
$4,234,722
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $108,034
46.7%
Sales of Assets $123,443
53.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $239,353
94.3%
Compensation of Officers* $36,549
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,234,722
Total Liabilities $0
Net Assets $4,234,722

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,382
Expenses
$261,976
Net Income
-$136,594
Net Assets
$4,257,191
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $173
0.1%
Dividends $110,523
88.1%
Sales of Assets $14,686
11.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $247,197
94.4%
Compensation of Officers* $38,508
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,257,191
Total Liabilities $0
Net Assets $4,257,191

Document Links

Fiscal Year Ending July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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.

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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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  • Raw filing data. Includes EINs and summary financials as structured data.
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