Robert A Patterson And Barbara M Patterson Family Memorial Fdn

Tampa, FL
Tax-exempt since Aug. 1986
EIN: 87-6199706

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$16.8k (2024)

Expenses

$40.7k (2024)

Total Assets

$434k (2024)

Total Liabilities

$0 (2024)

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

Revenue

$16,831

Expenses

$40,663

Net Income

-$23,832

Net Assets

$433,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,337	> 100%
Sales of Assets	-$5,506
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,172	91.4%
Compensation of Officers*	$4,045	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$433,970
Total Liabilities	$0
Net Assets	$433,970

Compensation

Key Employees and Officers	Compensation	Other
Members Trsut Company (Trsutee)	$4,045	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$5,683

Expenses

$38,797

Net Income

-$44,480

Net Assets

$457,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,709
Sales of Assets	-$26,392
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,396	91.2%
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	$457,355
Total Liabilities	$0
Net Assets	$457,355

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on April 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$17,352

Expenses

$40,374

Net Income

-$23,022

Net Assets

$501,834

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,582	95.6%
Sales of Assets	$770	4.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,185	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	$501,834
Total Liabilities	$0
Net Assets	$501,834

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$69,995

Expenses

$38,187

Net Income

$31,808

Net Assets

$524,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,288	21.8%
Sales of Assets	$54,702	78.2%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,708	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	$524,856
Total Liabilities	$0
Net Assets	$524,856

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$81,042

Expenses

$38,249

Net Income

$42,793

Net Assets

$493,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,688	23.1%
Sales of Assets	$62,354	76.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,991	91.5%
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	$493,048
Total Liabilities	$1
Net Assets	$493,047

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on June 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$19,586

Expenses

$38,593

Net Income

-$19,007

Net Assets

$450,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,514	99.6%
Sales of Assets	$72	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,514	92.0%
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	$450,255
Total Liabilities	$1
Net Assets	$450,254

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on July 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$17,062

Expenses

$33,822

Net Income

-$16,760

Net Assets

$469,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,521	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,693	90.7%
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	$469,262
Total Liabilities	$0
Net Assets	$469,262

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2017

Revenue

$64,439

Expenses

$32,897

Net Income

$31,542

Net Assets

$486,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,633	27.4%
Sales of Assets	$46,806	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,730	90.4%
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	$486,022
Total Liabilities	$0
Net Assets	$486,022

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on Aug. 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$22,429

Expenses

$36,128

Net Income

-$13,699

Net Assets

$454,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,380	77.5%
Sales of Assets	$5,049	22.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,981	88.5%
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	$454,480
Total Liabilities	$0
Net Assets	$454,480

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on July 20, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$23,336

Expenses

$34,847

Net Income

-$11,511

Net Assets

$468,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,296	69.8%
Sales of Assets	$7,040	30.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,276	95.5%
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	$468,098
Total Liabilities	$0
Net Assets	$468,098

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on July 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$18,639

Expenses

$36,174

Net Income

-$17,535

Net Assets

$479,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,899	96.0%
Sales of Assets	$740	4.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,229	89.1%
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	$479,489
Total Liabilities	$0
Net Assets	$479,489

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on Nov. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$67,107

Expenses

$27,576

Net Income

$39,531

Net Assets

$497,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,314	22.8%
Interest Revenue	$0
Dividends	$15,677	23.4%
Sales of Assets	$36,116	53.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,352	91.9%
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	$497,013
Total Liabilities	$0
Net Assets	$497,013

Compensation

Key Employees and Officers	Compensation	Other
Members Trust Co (Trustee)	$0	$0
Robert M Patterson (Member)	$0	$0
Joanne P Rich (Member)	$0	$0
Margaret P Sargent (Member)	$0	$0
Janette P Sonnenberg (Member)	$0	$0

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990-PF

Filed on July 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$35,026

Expenses

$26,916

Net Income

$8,110

Net Assets

$497,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,534	44.3%
Interest Revenue	$0
Dividends	$16,734	47.8%
Sales of Assets	$2,758	7.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,130	82.2%
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	$497,638
Total Liabilities	$1
Net Assets	$497,637

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$78,545

Expenses

$17,250

Net Income

$61,295

Net Assets

$489,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,270	18.2%
Interest Revenue	$0
Dividends	$15,788	20.1%
Sales of Assets	$48,487	61.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,566	90.2%
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	$489,528
Total Liabilities	$1
Net Assets	$489,527

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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.

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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.

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Updated June 30, 2025

Robert A Patterson And Barbara M Patterson Family Memorial Fdn

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $16.8k (2024)

Expenses $40.7k (2024)

Total Assets $434k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$16.8k (2024)

Expenses

$40.7k (2024)

Total Assets

$434k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001