Patterson-wesselman-simpson Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Patterson-wesselman-simpson Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 54-1922003

Foundation Overview

Based in Bonita Springs, FL, Patterson-wesselman-simpson Foundation has awarded 31 grants totaling $368,507 to organizations in Virginia and Florida. Individual grants range from $500 to $75,257, with a median award of $6,500.

Latest Tax Year
2024
Total Giving (all years)
$368,507
Total Assets
$143,762
Median Grant (all grants)
$6,500

Latest Form 990-PF Snapshot

Total Grants
0 (No grants in 2024)
Median Grant
$0
% Median Grant Decline
-100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Virginia

94% of all grants are concentrated in Virginia, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Virginia, funding concentrates in Kilmarnock (48%), Irvington (17%), Richmond (14%).

Funding Trajectory
-90%

Declining funding trend with 90% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects + 2 others

Diversified giving across multiple program areas with primary emphasis on community projects (40%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Patterson-wesselman-simpson Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Lancaster County Education Foundation $1,500 Kilmarnock, VA, US General Purpose 2022
Lancaster County Education Foundation $1,500 Kilmarnock, VA, US General Purpose 2022
Irvington United Methodist Church $20,000 Irvington, VA, US General Purpose 2021
Alabaster Grace $10,000 Irvington, VA, US General Purpose 2021
Drive To Work $7,500 Richmond, VA, US General Purpose 2021
Kilmarnock Volunteer Fire Department $2,500 Kilmarnock, VA, US General Purpose 2021
Lancaster County Education Foundation $15,000 Kilmarnock, VA, US General Purpose 2021
Irvington United Methodist Church $20,000 Irvington, VA, US General Purpose 2021
Alabaster Grace $10,000 Irvington, VA, US General Purpose 2021
Drive To Work $7,500 Richmond, VA, US General Purpose 2021
Kilmarnock Volunteer Fire Department $2,500 Kilmarnock, VA, US General Purpose 2021
Lancaster County Education Foundation $15,000 Kilmarnock, VA, US General Purpose 2021
Boys & Girls Club Of The Northern Neck $50,000 Kilmarnock, VA, US To Support Organizations Charitable Programs 2019
Alabaster Grace $20,000 Irvington, VA, US To Support Organizations Charitable Programs 2019
New Horizons Of Southwest Florida $12,000 Bonita Springs, FL, US To Support Organizations Charitable Programs 2019
Boys & Girls Club Of The Northern Neck $75,257 Kilmarnock, VA, US To Support Organizations Charitable Programs 2017
Haven Shelter & Services $2,000 Warsaw, VA, US To Support Organizations Charitable Programs 2017
Lancaster County Va Education Foundation (lcvef) $45,000 Kilmarnock, VA, US To Support Organizations Charitable Programs 2017
Learning Center Of The Norther Neck Co Peninsula Metropolitan Ymca $5,000 Newport News, VA, US To Support Organizations Charitable Programs. 2017
New Horizons Of Sw Florida $20,000 Bonita Springs, FL, US To Support Organizations Charitable Programs 2017
Drive To Work $750 Richmond, VA, US To Support Organizations Charitable Programs 2016
Lancaster County Va Education Foundation (lcvef) $6,500 Kilmarnock, VA, US To Support Organizations Charitable Programs 2016
Haven Shelter & Services $1,000 Warsaw, VA, US To Support Organizations Charitable Programs 2016
Signa Foundation $1,000 Mclean, VA, US To Support Organizations College Scholarship Program 2016
Ymca Kamp Kekoka $500 Kilmarnock, VA, US To Support Organizations Charitable Programs 2016
Boys & Girls Club Of The Northern Neck $1,000 Kilmarnock, VA, US To Support Organizations Charitable Programs 2016
Signa Foundation $1,000 Mclean, VA, US To Support Organizations College Scholarship Program 2015
Lancaster County Va Education Foundation (lcvef) $5,000 Kilmarnock, VA, US To Support Organizations Charitable Programs 2015
Lancaster High School $7,500 Lancaster, VA, US To Support Organizations Charitable Programs 2015
Ymca Kamp Kekoka $1,000 Kilmarnock, VA, US To Support Organizations Charitable Programs 2015
Drive To Work $1,000 Richmond, VA, US To Support Organizations Charitable Programs 2015

Foundations Similar to Patterson-wesselman-simpson Foundation

Discover 5 foundations with comparable assets ($142,958-$144,025), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 54-6343337 | 7 grants awarded
$143,754
(≈ Similar)
$3,892
median grant
Orlando, FL
Same state
100%
Excellent match

EIN: 85-2364693 | 2 grants awarded
$143,805
(≈ Similar)
$3,289
median grant
Largo, FL
Same state
100%
Excellent match

EIN: 38-2500050 | 69 grants awarded
$144,025
(≈ Similar)
$5,000
median grant
Jupiter, FL
Same state
100%
Excellent match

EIN: 47-1296089 | 28 grants awarded
$143,481
(≈ Similar)
$7,500
median grant
New Smyrna Beach, FL
Same state
100%
Excellent match

EIN: 58-6267261 | 9 grants awarded
$142,958
(≈ Similar)
$5,077
median grant
Orlando, FL
Same state
100%
Excellent match

Contact Information

Official contact details for Patterson-wesselman-simpson Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 54-1922003
Website N/A
Address 10009 MAGNOLIA BND Estero, FL 34135-8120

Key People (2)

Board members, trustees, and key staff who oversee Patterson-wesselman-simpson Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Julien G Patterson
Treasurer Terri J Wesselman

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Patterson-wesselman-simpson Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.