Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
PATTERSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1031 MENDOTA HEIGHTS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PAUL, MN55120
A Employer identification number

74-3076772
B Telephone number (see instructions)

(651) 686-1725
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$28,314,928J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 255,550
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 597,776 597,776  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 492,466
b Gross sales price for all assets on line 6a 15,527,804
7 Capital gain net income (from Part IV, line 2)... 492,466
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,345,792 1,090,242  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,112 6,689   12,423
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
193,232 172,312   20,920
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
48,533 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
7,575 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,229 0   23,229
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 291,681 179,001   56,572
25 Contributions, gifts, grants paid....... 1,308,016 1,319,616
26 Total expenses and disbursements. Add lines 24 and 25 1,599,697 179,001   1,376,188
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -253,905
b Net investment income (if negative, enter -0-) 911,241
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 261,090 226,320 226,320
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow36,977
Less: allowance for doubtful accounts right arrow   40,583 36,977 36,977
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 7,081 6,577 6,577
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,598,000 Click to see attachment
List of Attached Documents:
// Content
28,001,711 		28,001,711
14 Land, buildings, and equipment: basis right arrow22,725
Less: accumulated depreciation (attach schedule) right arrow14,519 15,781 Click to see attachment
List of Attached Documents:
// Content
8,206 		8,206
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
38,094 		Click to see attachment
List of Attached Documents:
// Content
35,137 		Click to see attachment
List of Attached Documents:
// Content
35,137
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,960,629 28,314,928 28,314,928
Liabilities 17 Accounts payable and accrued expenses.......... 42,798 46,330
18 Grants payable................. 17,000 5,400
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
103,975 		Click to see attachment
List of Attached Documents:
// Content
139,842
23 Total liabilities (add lines 17 through 22)......... 163,773 191,572
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 25,796,856 28,123,356
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 25,796,856 28,123,356
30 Total liabilities and net assets/fund balances (see instructions). 25,960,629 28,314,928
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
25,796,856
2
Enter amount from Part I, line 27a .....................
2
-253,905
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,580,405
4
Add lines 1, 2, and 3 ..........................
4
28,123,356
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,123,356
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a US BANK INVESTMENTS P   2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,527,804   15,035,338 492,466
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       492,466
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 492,466
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 12,666
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,666
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,666
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,268
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,268
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 95
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,507
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,507 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.PATTERSONFOUNDATION.NET
14
The books are in care ofright arrowR STEPHEN ARMSTRONG Telephone no.right arrow (651) 686-1600

Located atright arrow1031 MENDOTA HEIGHTS ROADST PAULMN ZIP+4right arrow55120
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
R STEPHEN ARMSTRONG TREASURER
0.75 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
RONALD E EZERSKI DIRECTOR
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
GEORGE HENRIQUES DIRECTOR
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
LESLIE KORSH SECRETARY
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
ELIZABETH DYGERT DIRECTOR
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
DALE A SPANN PRESIDENT
0.75 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
KEVIN POHLMAN DIRECTOR
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
KAREN SCOTT VICE PRESIDENT
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
TIM ROGAN DIRECTOR
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
DREW BRODIN DIRECTOR
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
CARA CHERRY DIRECTOR
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
DON ZURBAY DIRECTOR
0.40 		0 0 0
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SIT INVESTMENTS INVESTMENT MANAGEMENT 146,315
3300 IDS CENTER 80 SOUTH 8TH STREET
MINNEAPOLIS,MN55402
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
26,587,027
b
Average of monthly cash balances.......................
1b
207,686
c
Fair market value of all other assets (see instructions)................
1c
86,897
d
Total (add lines 1a, b, and c).........................
1d
26,881,610
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
26,881,610
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
403,224
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,478,386
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,323,919
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,323,919
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,666
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,666
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,311,253
4
Recoveries of amounts treated as qualifying distributions................
4
250
5
Add lines 3 and 4............................
5
1,311,503
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,311,503
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,376,188
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,376,188
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,311,503
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 135,314
c From 2020......  
d From 2021...... 60,207
e From 2022...... 171,756
f Total of lines 3a through e ........ 367,277
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,376,188
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,311,503
e Remaining amount distributed out of corpus 64,685
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 431,962
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		431,962
10 Analysis of line 9:
a Excess from 2019.... 135,314
b Excess from 2020....  
c Excess from 2021.... 60,207
d Excess from 2022.... 171,756
e Excess from 2023.... 64,685
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LINDSAY STEWART FOUNDATION MANAGER
1031 MENDOTA HEIGHTS ROAD
ST PAUL,MN55120
(651) 686-1929
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD INCLUDE ALL ITEMS REQUESTED IN THE GRANT APPLICATION. GRANT APPLICATIONS CAN BE OBTAINED BY WRITING, EMAILING (INFORMATION@PATTERSONFOUNDATION.NET) OR CALLING (651)686-1929. THE GRANT APPLICATION INCLUDES A BRIEF DESCRIPTION OF YOUR PROJECT AND STATEMENT OF NEED, SUMMARY OF THE ORGANIZATION, ITS MISSION AND GOALS, ORGANIZATION BUDGET, AND A PROJECT BUDGET.
cAny submission deadlines:
MOST APPLICATIONS THAT RECEIVE FUNDING REQUIRE 60 TO 140 DAYS CONSIDERATION AND APPROVAL.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION FOCUSES ON PROVIDING GRANTS IN EDUCATION HEALTH AND HUMAN SERVICES, AND EDUCATIONAL SCHOLARSHIPS. EDUCATION GRANTS ARE SUPPORT FOR EDUCATION IN THE FOUNDATION'S FOCUS AREAS OF ORAL HEALTH, ANIMAL HEALTH AND OCCUPATIONAL AND PHYSICAL REHABILITATION. HEALTH AND HUMAN SERIVCES GRANTS ASSIST PROGRAMS THAT BENEFIT ECONOMICALLY DISADVANTAGED PEOPLE OR YOUTH WITH SPECIAL NEEDS. EDUCATIONAL SCHOLARSHIPS ARE SUPPORT FOR DEPENDENTS OF PATTERSON COMPANIES, INC. EMPLOYEES.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SMITH ISLAND UNITED

PO BOX 40
EWELL,MD21824 		  PC INCREASING DENTAL ACCESS GRANT 15,000

RURAL PARISH CLINIC OF ARCHDIOCESE OF ST LOUIS

20 ARCHBISHOP MAY DR
ST LOUIS,MO63119 		  PC INCREASING DENTAL ACCESS GRANT 10,000

AMERICAN ACADEMY OF COSMETIC DENTISTRY CHARITABLE FOUNDATION

200 RIVER PLACE
MONONA,WI53716 		  PC INCREASING DENTAL ACCESS GRANT 15,000

HOPE DENTAL CLINIC

800 MINNEHAHA AVE E
ST PAUL,MN55106 		  PC INCREASING DENTAL ACCESS GRANT 18,000

AMERICAN INSTITUTE OF DENTAL PUBLIC HEALTH

10650 CULEBRA RD
SAN ANTONIO,TX78251 		  PC INCREASING DENTAL ACCESS GRANT 8,750

SALT LAKE COMMUNITY COLLEGE FOUNDATION

4600 S REDWOOD RD
SALT LAKE CITY,UT84123 		  PC INCREASING DENTAL ACCESS GRANT 10,000

EVERYONE FOR VETERANS

400 NW GILMAN BLVD
ISSAQUAH,WA98027 		  PC INCREASING DENTAL ACCESS GRANT 15,000

DENTAL LIFELINE NETWORK

1800 15TH ST
DENVER,CO80202 		  PC INCREASING DENTAL ACCESS GRANT 20,000

CALIFORNIA CAREFORCE

950 RESERVE DR
ROSEVILLE,CA95678 		  PC INCREASING DENTAL ACCESS GRANT 3,500

SEATTLE CENTER FOUNDATION

305 HARRISON ST
SEATTLE,WA98109 		  PC INCREASING DENTAL ACCESS GRANT 5,000

TRUSTEE OF TUFTS COLLEGE

75 KNEELAND ST
BOSTON,MA02111 		  PC INCREASING DENTAL ACCESS GRANT 5,000

SANTA CLARA DENTAL FOUNDATION

1485 PARK AVE
SAN JOSE,CA95126 		  PC INCREASING DENTAL ACCESS GRANT 5,000

WISCONSIN DENTAL ASSOCIATION FOUNDATION INC

6737 W WASHINGTON ST
WEST ALLIS,WI53214 		  PC INCREASING DENTAL ACCESS GRANT 3,500

BLUE RIDGE MOUNTAINS HEALTH PROJECT INC

PO BOX 451
CASHIERS,NC28717 		  PC INCREASING DENTAL ACCESS GRANT 10,000

COMMUNITY SMILES DENTAL (WAUKESHA COUNTY COMMUNITY DENTAL CLINIC

210 NW BARSTOW ST
WAUKESHA,WI53188 		  PC INCREASING DENTAL ACCESS GRANT 15,000

COMMUNITY VOLUNTEERS IN MEDICINE

300B LAWRENCE DR
WEST CHESTER,PA19380 		  PC INCREASING DENTAL ACCESS GRANT 10,000

MATTHEW 25 INC

413 E JEFFERSON BLVD/
FORT WAYNE,IN46802 		  PC INCREASING DENTAL ACCESS GRANT 5,000

COMMUNITY HEALTH CLINIC OF BUTLER COUNTY

103 BONNIE DR
BUTLER,PA16002 		  PC INCREASING DENTAL ACCESS GRANT 10,000

DENTAL AID

877 E SOUTH BOULDER RD
LOUISVILLE,CO80027 		  PC INCREASING DENTAL ACCESS GRANT 17,500

NATIVE AMERICAN COMMUNITY CLINIC

1213 E FRANKLIN AVE
MINNEAPOLIS,MN55404 		  PC INCREASING DENTAL ACCESS GRANT 16,900

MINNESOTA FFA FOUNDATION

PO BOX 365
PLAINVIEW,MN55964 		  PC AGRICULTURAL EDUCATION GRANT 4,500

CALIFORNIA FFA FOUNDATION

PO BOX 186
GALT,CA95632 		  PC AGRICULTURAL EDUCATION GRANT 4,500

FFA FLORIDA STATE ORGANIZATION

5600 SW 34TH ST
GAINESVILLE,FL32608 		  PC AGRICULTURAL EDUCATION GRANT 4,500

GEORGIA FFA FOUNDATION INC

PO BOX 237
SWAINSBORO,GA30401 		  PC AGRICULTURAL EDUCATION GRANT 4,500

OKLAHOMA FFA FOUNDATION

1500 W 7TH AVE
STILLWATER,OK74074 		  PC AGRICULTURAL EDUCATION GRANT 4,500

TEXAS FFA FOUNDATION INC

614 E 12TH ST
AUSTIN,TX78701 		  PC AGRICULTURAL EDUCATION GRANT 4,500

NEBRASKA FFA FOUNDATION

PO BOX 94942
LINCOLN,NE68509 		  PC AGRICULTURAL EDUCATION GRANT 4,500

IOWA FFA FOUNDATION

1055 SW PRAIRIE TRAIL PARKWAY
ANKENY,IA50023 		  PC AGRICULTURAL EDUCATION GRANT 4,500

RHODE ISLAND ORAL HEALTH FOUNDATION

201 A GRAVELEY HILL RD
WAKEFIELD,RI02879 		  PC INCREASING DENTAL ACCESS GRANT 3,500

TEXAS DENTAL ASSOCIATION SMILES FOUNDATION

1946 S IH-35
AUSTIN,TX78704 		  PC INCREASING DENTAL ACCESS GRANT 3,500

LOUISIANA DENTAL ASSOCIATION FOUNDATION

5637 BANKERS AVE
BATON ROUGE,LA70808 		  PC INCREASING DENTAL ACCESS GRANT 5,000

CANINE PARTNERS FOR LIFE

PO BOX 170
COCHRANVILLE,PA19330 		  PC INCREASING ACCESS TO SERVICE DOGS 32,050

SOUTH BAY CHILDREN'S HEALTH CENTER

410 CAMINO REAL
REDONDO BEACH,CA90277 		  PC INCREASING DENTAL ACCESS GRANT 11,445

HARMONY HEALTH CLINIC

201 E ROOSEVELT RD
LITTLE ROCK,AR72206 		  PC INCREASING DENTAL ACCESS GRANT 10,000

LAHAI HEALTH

19820 SCRIBER LAKE RD
LYNNWOOD,WA98036 		  PC INCREASING DENTAL ACCESS GRANT 20,000

CINCYSMILES FOUNDATION

635 W 7TH ST
CINCINNATI,OH45203 		  PC INCREASING DENTAL ACCESS GRANT 25,000

SAMARITAN HOUSE COMMUNITY CENTER

PO BOX 939
ROGERS,AR72757 		  PC INCREASING DENTAL ACCESS GRANT 26,000

HEART AND SOUL FREE CLINIC INC

17338 WESTFIELD PARK RD
WESTFIELD,IN46074 		  PC INCREASING DENTAL ACCESS GRANT 4,500

VOLUNTEERS IN MEDICINE HILTON HEAD ISLAND DENTAL CLINIC

15 NORTHRIDGE DR
HILTON HEAD ISLAND,SC29926 		  PC INCREASING DENTAL ACCESS GRANT 10,000

IOWA DENTAL FOUNDATION

666 GRAND AVE
DES MOINES,IA50309 		  PC INCREASING DENTAL ACCESS GRANT 5,000

CONNECTICUT FOUNDATION FOR DENTAL OUTREACH

835 WEST QUEEN STREET
SOUTHINGTON,CT06489 		  PC INCREASING DENTAL ACCESS GRANT 5,000

COLORADO MISSION OF MERCY

1910 56TH AVE
GREELEY,CO80634 		  PC INCREASING DENTAL ACCESS GRANT 5,000

AUTISM SERVICES DOGS

102 NORTH PARK ST
ONTARIO,ONTARION3R 4K1
CA 		  NC INCREASING ACCESS TO SERVICE DOGS 22,500

CARE CLINIC

906 COLLEGE AVE
RED WING,MN55066 		  PC INCREASING DENTAL ACCESS GRANT 20,000

KIDS IN NEED OF DENTISTRY

2465 S DOWNING ST
DENVER,CO80210 		  PC INCREASING DENTAL ACCESS GRANT 20,000

MERCY HEALTH CENTER

700 OGLETHORPE AVE
ATHENS,GA30606 		  PC INCREASING DENTAL ACCESS GRANT 10,000

INTERFAITH DENTAL CLINIC

600 HILL AVE
NASHVILLE,TN37210 		  PC INCREASING DENTAL ACCESS GRANT 20,800

MISSION OUTPOST DENTAL CLINIC

13901 FAIRVIEW DR
BURNSVILLE,MN55337 		  PC INCREASING DENTAL ACCESS GRANT 10,000

GUIDE DOGS FOR THE BLIND INC

PO BOX 151200
SAN RAFAEL,CA94915 		  PC INCREASING ACCESS TO SERVICE DOGS 20,000

CAN DO CANINES

9440 SCIENCE CENTER DR
NEW HOPE,MN55428 		  PC INCREASING ACCESS TO SERVICE DOGS 31,000

AMERICA'S VETDOGS

371 E JERICHO TURNPIKE
SMITHTOWN,NY11787 		  PC INCREASING ACCESS TO SERVICE DOGS 20,000

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DRIVE
TRIANGLE,VA22172 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 4,050

FEED MY STARVING CHILDREN

990 LONE OAK RD
EAGAN,MN55121 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 700

OASIS FREE CLINIC

66 BARIBEAU DRIVE
BRUNSWICK,ME04011 		  PC INCREASING DENTAL ACCESS GRANT 10,000

RESCUE NOW

697 13TH AVE NE
MINNEAPOLIS,MN55413 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 500

THE CORNERSTONE FOUNDATION FOR CHARITABLE DENTAL WORKS

13500 OLIVER STATION COURT
LOUISVILLE,KY40245 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 500

CAUSE TO SMILE

150 9TH AVE SW
CALGARY,ALBERTAT2P 3H9
CA 		  NC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 500

HOLLY SPRINGS CUPBOARD

621 W HOLLY SPRINGS RD
HOLLY SPRINGS,NC27540 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 500

SISTERCARE

PO BOX 1029
COLUMBIA,SC29202 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,720

FAMILIES HELPING FAMILIES SC

4500 JACKSON BLVD
COLMUMBIA,SC29202 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,720

COLORADO FFA FOUNDATION

30518 COUNTY ROAD 57
GILL,CO80624 		  PC AGRICULTURAL EDUCATION GRANT 4,500

IOWA DENTAL FOUNDATION - IOWA MISSION OF MERCY

666 GRANT AVE
DES MOINES,IA50309 		  PC INCREASING DENTAL ACCESS GRANT 800

GIRL SCOUTS OF EFFINGHAM COUNTY

17682 NORTH US HWY 45
EFFINGHAM,IL62401 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

OPEN DOOR PANTRY

3000 AMES CROSSING
EAGAN,MN55122 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 800

GIVE KIDS A SMILE

PO BOX 712
ST PETERS,MO63376 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 300

THE FOUNDATION OF THE HORSE

4033 IRON WORKS PARKWAY
LEXINGTON,KY40511 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 500

SUNCOAST BASSET RESCUE

6586 HYPOLUXO RD
LAKE WORTH,FL33467 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

VEAP

9600 ALDRICH AVE S
BLOOMINGTON,MN55420 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 300

VEAP

9601 ALDRICH AVE S
BLOOMINGTON,MN55421 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 250

RED DOG FARM ANIMAL RESCUE NETWORK

8653 NC-65
STOKESDALE,NC27357 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

MY VERY OWN BED

34 13TH AVE NE
MINNEAPOLIS,MN55413 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

THE NATIONAL PARK FOUNDATION

1500 K ST NW STE 700
WASHINGTON,DC20005 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

NATIVE AMERICAN COMMUNITY CLINIC

1213 E FRANKLIN AVE
MINNEAPOLIS,MN55404 		  PC INCREASING DENTAL ACCESS GRANT 1,000

RONALD MCDONALD HOUSE CHARITIES

711 EAST LIVINGSTON AVE
COLUMBUS,OH43205 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

INTERNATIONAL MOSAIC DOWN SYNDROME ASSOCIATION

PO BOX 321
GRAND HAVEN,MI49417 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

FEED MY STARVING CHILDREN

990 LONE OAK RD
EAGAN,MN55121 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

HEALING HEARTS RESCUE

2515 WHITE BEAR AVE
MAPLEWOOD,MN55109 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 500

MIDWEST AUSTRALIAN SHEPHERD RESCUE (MASR)

4814 PATTY LANE
RINGWOOD,IL60072 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 3,600

COLORADO RAILROAD MUSEUM

17155 W 44TH AVE
GOLDEN,CO80403 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

COLORADO RAILROAD MUSEUM

17155 W 44TH AVE
GOLDEN,CO80403 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

GIVING HOPE OLNEY FOOD PANTRY

600 SOUTH CAMP STREET SEND MAIL AND
CHECK TO PO BOX 481
OLNEY,IL62450 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,400

SANTA CLARA COUNTY DENTAL FOUNDATION

1485 PARK AVE
SAN JOSE,CA95126 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 600

EFFINGHAM COUNTY HEATERS BASEBALL

905 N EALY
EFFINGHAM,IL62401 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

WATSON CIVIC CENTER

VILLAGE OF WATSON WATSON CIVIC
CENTER
WATSON,IL62473 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

MARION THERAPEUTIC RIDING ASSOCIATION

6850 SE 41ST CT
OCALA,FL34480 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

JUSTICE FOR ALL

1335 VALLEY DRIVE
ROCK VALLEY,IA51247 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 300

ARKANSAS MISSION OF MERCY

7480 HWY 107
SHERWOOD,AR72120 		  PC INCREASING DENTAL ACCESS GRANT 1,000

ENDURING FREEDOM MINISTRIES

304 S WEST ST
SHUMWAY,IL62461 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

FEED MY STARVING CHILDREN

401 93RD AVENUE NW
COON RAPIDS,MN55433 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,700

SIOUX COUNTY YOUTH FAIR

400 CENTRAL AVE NW
ORANGE CITY,IA51041 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

VEAP

9600 ALDRICH AVE S
BLOOMINGTON,MN55420 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,300

NATIONAL TRAIL AMATEUR RADIO CLUB

PO BOX 903
EFFINGHAM,IL62401 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

EFFINGHAM UNIT 40 - CENTRAL GRADE SCHOOL -

3901 SOUTH BANKER STREET
EFFINGHAM,IL62401 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 300

GREATER TWIN CITIES UNITED WAY

404 S 8TH ST
MINNEAPOLIS,MN55404 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH GRANT 1,400

MAUI HUMANE SOCIETY

PO BOX 1047
PUUNENE,HI96784 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

SPRING VALLEY BIBLE CAMP

2858 18TH ST
MUSCATINE,IA52761 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

TEUTOPOLIS UNIT 50 - HIGH SCHOOL PLAY BEAUTY AND THE BEASTTEUTOPOLIS EDUCAT

801 WEST MAIN ST
TEUTOPOLIS,IL62401 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

SIOUX COUNTY YOUTH FAIR

400 CENTRAL AVE NW
ORANGE CITY,IA51041 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 300

DELAWARE COUNTY DAIRY PROMOTERS

PO BOX 261
MANCHESTER,IA52057 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

ROSEMOUNT HIGH SCHOOL MARCHING BAND

3335 142ND ST W
ROSEMOUNT,MN55068 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

FEED MY STARVING CHILDREN

990 LONE OAK RD
EAGAN,MN55121 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

CO MOM

501 N 14TH AVENUE
GREELEY,CO80631 		  PC INCREASING DENTAL ACCESS GRANT 400

MANCHESTER DOG PARK

208 EAST MAIN STREET
MANCHESTER,IA52057 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

LARRS LAKESHORE AVIAN AND REPTILE RESCUE AND SANCTUARY

500 WATER STREET
SHEBOYGAN FALLS,WI53085 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

MISSION OUTPOST DENTAL CLINIC

13801 FAIRVIEW DRIVE
BURNSVILLE,MN55337 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

LIFE HOUSE

102 W 1ST ST
DULUTH,MN55802 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

HOPE 4 HORSES RESCUE AND SANCTUARY

8050 E TWIN OAKS DRIVE
EFFINGHAM,IL62401 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 300

IOWA DENTAL FOUNDATION - IOWA MISSION OF MERCY

8797 NW 54TH AVE
JOHNSTON,IA50131 		  PC INCREASING DENTAL ACCESS GRANT 600

BEACON OF HOPE

62 WEST STREET
LEOMINSTER,MA01453 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 200

LOVELAND COMMUNITY KITCHEN

427 N GARFIELD AVE
LOVELAND,CO80537 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 900

HISPANIC OUTREACH OF GOODHUE COUNTY

1606 W 3RD ST
RED WING,MN55066 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 3,000

DULUTH SCHOOL DISTRICT #708

709 PORTIA JOHNSON DRIVE
DULUTH,MN55811 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 2,000

VEAP

9600 ALDRICH AVE S
BLOOMINGTON,MN55420 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 800

GIVING HOPE OLNEY FOOD PANTRY

600 SOUTH CAMP STREET SEND MAIL AND
CHECK TO PO BOX 481
OLNEY,IL62450 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 2,000

NAMPA FAMILY JUSTICE CENTER

1305 THIRD ST S
NAMPA,ID83651 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,900

HANDS OF HOPE NORTHWEST

1201 S POWERLINE RD
NAMPA,ID83686 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,900

MIDWEST AUSTRALIAN SHEPHERD RESCUE

4814 PATTY LANE
RINGWOOD,IL60072 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 2,000

GREAT PLAINS FOOD BANK

1720 3RD AVE N
FARGO,ND58102 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

NATIONAL CENTER FOR CRAFTSMANSHIP

5680 N HIGHWAY 1
FORT COLLINS,CO80524 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 600

HABITAT FOR HUMANITY

1954 UNIVERSITY AVE WEST
ST PAUL,MN55104 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,400

UNION GOSPEL MISSION

435 UNIVERSITY AVE EAST
ST PAUL,MN55130 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 500

PHIL'S FRIENDS

1249 ARROWHEAD CT
CROWN POINT,IN46307 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 700

FOOD BANK OF LARMIER COUNTY

1301 BLUE SPRUCE DR
FORT COLLINS,CO80524 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 2,000

NORTH DAKOTA DENTAL FOUNDATION

4141 28TH AVE S
FARGO,ND58104 		  PC INCREASING DENTAL ACCESS GRANT 2,000

YELLOWSTONE VALLEY ANIMAL SHELTER

1735 MONAD ROAD
BILLINGS,MT59101 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

SCRAPS (SPOKANE COUNTY REGIONAL ANIMAL PROTECTION SERVICE)

6815 E TRENT AVE
SPOKANE VALLEY,WA99212 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,200

WELD COUNTY FOOD BANK

1108 H ST
GREELEY,CO80631 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 2,000

BALTIMORE RESCUE MISSION

PO BOX 735
BALTIMORE,MD21203 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

SHELBY HUMANE SOCIETY

381 MCDOW RD
COLUMBIANA,AL35051 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 250

GREATER BIRMINGHAM HUMANE SOCIETY

300 SNOW DR
BIRMINGHAM,AL35209 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 250

BEACON OF HOPE

62 WEST ST
LEOMINISTER,MA01453 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

FOOD BANK OF NORTHERN INDIANA

702 CHAPIN ST
SOUTH BEND,IN46601 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

ONE-EIGHTY PLACE

35 WALNUT ST
CHARLESTON,SC29403 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 800

EFFINGHAM COUNTY FISH HUMAN SERVICES

708 S LINDEN ST
EFFINGHAM,IL62401 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 600

SCHOLARSHIP AMERICA INC

ONE SCHOLARSHIP WAY
SAINT PETER,MN56082 		  PC SCHOLARSHIPS FOR POST SECONDARY EDUCATION 608,631

MOAB FREE CLINIC

121 W 200 SOUTH SUITE A
MOAB,UT84532 		  PC INCREASING DENTAL ACCESS 20,000

THAMES VALLEY CHILDREN'S CENTER

779 BASE LINE RD E
ONTARIO   N6C 5YR
CA 		  NC INCREASING DENTAL ACCESS GRANT 10,000

BRIDGING

201 WEST 87TH STREET
BLOOMINGTON,MN55420 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 2,000
Total .................................right arrow 3a 1,319,616
bApproved for future payment

SMILES FOR MILES
PO BOX 19524
LOUISVILLE,KY40259 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 400

SNACK PACK FOR KIDS
2406 SW 3RD AVE
AMARILLO,TX79106 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 300

ADAMS COUNTY 4-H
9755 HENDERSON ROAD
BRIGHTON,CO80601 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 500

SALVATION ARMY OF NORTH TEXAS (ATTN DENTON)
PO BOX 36006
DALLAS,TX75235 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 2,000

SALVATION ARMY OF NORTH TEXAS ANGEL TREE (ATTN DENTON)
PO BOX 36006
DALLAS,TX75235 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,000

SECOND HARVEST
1234 E FRONT AVE
SPOKANE,WA99202 		  PC GENERAL OPERATING GRANT IN SUPPORT OF VOLUNTEERING MATCH 1,200
Total ................................. right arrow 3b 5,400
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 597,776  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 492,466  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,090,242 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,090,242
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
PATTERSON FOUNDATION
 
Employer identification number

74-3076772
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
PATTERSON FOUNDATION
  		Employer identification number
74-3076772
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SIT INVESTMENTS
 
3300 IDS CENTER 80 S EIGHTH ST
 
MINNEAPOLIS, MN55402

$ 21,947


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ACTEON NORTH AMERICA
 
124 GAITHER DRIVE SUITE 140
 
MOUNT LAUREL, NJ08054

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
VEDCO INC
 
5503 CORPORATE DRIVE
 
SAINT JOSEPH, MO64507

$ 18,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
NSK AMERICA COPORATION
 
1800 GLOBAL PARKWAY
 
HOFFMAN ESTATES, IL60192

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
A-DEC INC
 
2601 CRESTVIEW DRIVE
 
NEWBERG, OR97132

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
PLANMECA USA INC
 
2600 FORBS AVENUE
 
HOFFMAN ESTATES, IL60192

$ 13,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
PATTERSON FOUNDATION
  		Employer identification number
74-3076772
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
APRIO
 
2002 SUMMIT BLVD SUITE 120
 
ATLANTA, GA30319

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
IVOCLAR VIVADENT
 
175 PINEVIEW DRIVE
 
AMHERST, NY14228

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
MIDMARK
 
60 VISTA DRIVE
 
VERSAILLES, OH45380

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
SEPTODONT
 
205 GRANITE RUN DR SUITE 150
 
LANCASTER, PA17601

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
HU-FRIEDY
 
3232 N ROCKWELL ST
 
CHICAGO, IL60618

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
ZOETIS
 
10 SYLVAN WAY
 
PARSIPPANY, NJ07054

$ 13,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
PATTERSON FOUNDATION
  		Employer identification number
74-3076772
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
DENTSPLY INTERNATIONAL INC
 
570 W COLLEGE AVENUE
 
YORK, PA17401

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
W AND H IMPEX INC
 
6490 HAWTHORNE DR
 
WINDSO, ONTARION8T TJPCA

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
PATTERSON FOUNDATION
  		Employer identification number

74-3076772
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
PATTERSON FOUNDATION
  		Employer identification number

74-3076772
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSES 19,112 6,689   12,423

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
WEBSITE 2022-02-01 22,725 6,944 SL 3.000000000000 7,575 0    

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
FOUNDATION CERVO (CAN)
  		2601 CH DE LA CANARDIERE J-9000
MONTREAL,QUEBECG1J 2G3
CA 		2022-02-25 400 GENERAL OPERATING AND VOLUNTEER INCENTIVE PROGRAM 400 NO KNOWN DIVERSION 06/01/2023 2023-06-01 THE FOUNDATION REVIEWED THE GRANT REPORT ON JUNE 1, 2023 BUT DID NOT UNDERTAKE ANY VERIFICATION ON THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-59(C)).
AUTISM DOG SERVICES
  		102 NORTH PARK ST
BRANTFORD,ONTARION3R 4K1
CA 		2022-06-30 29,000 GENERAL OPERATING AND VOLUNTEER INCENTIVE PROGRAM 29,000 NO KNOWN DIVERSION 06/29/2023 2023-06-29 HE FOUNDATION REVIEWED THE GRANT REPORT ON JUNE 29, 2023 BUT DID NOT UNDERTAKE ANY VERIFICATION ON THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-59(C)).
AUTISM DOG SERVICES
  		102 NORTH PARK ST
BRANTFORD,ONTARION3R 4K1
CA 		2023-10-04 22,500 INCREASING ACCESS TO SERVICE DOGS 22,500 NO KNOWN DIVERSION NO REPORT RECEIVED AS OF 12/31/23   THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2024.
CAUSE TO SMILE
  		150 9TH AVE SW
CALGARY,ALBERTAT2P 3H9
CA 		2023-05-03 500 GENERAL OPERATING AND VOLUNTEER INCENTIVE PROGRAM 500 NO KNOWN DIVERSION NO REPORT RECEIVED AS OF 12/31/23   THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2024.
THAMES VALLEY CHILDREN'S CENTRE (TVCC)
  		779 BASE LINE RD E
  ONTARION6C 5Y6
CA 		2023-10-04 10,000 INCREASING DENTAL ACCESS 10,000 NO KNOWN DIVERSION NO REPORT RECEIVED AS OF 12/31/23   THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2024.

TY 2023 InvestmentsOtherSchedule2
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MONEY MARKET AND CASH FMV 194,683 194,683
EQUITIES FMV 18,737,104 18,737,104
BONDS AND NOTES FMV 3,220,788 3,220,788
POOLED, COMMON AND COLLECTIVE FUNDS FMV 4,251,407 4,251,407
EQUITY MUTUAL FUNDS FMV 1,597,729 1,597,729

TY 2023 LandEtcSchedule2
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
WEBSITE 22,725 14,519 8,206  


TY 2023 OtherAssetsSchedule
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST AND DIVIDENDS 35,826 35,137 35,137
EXCISE TAX REFUND 2,268    


TY 2023 OtherExpensesSchedule
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 7,367 0   7,367
GRANTS MANAGEMENT SOFTWARE 15,862 0   15,862


TY 2023 OtherIncreasesSchedule
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Description Amount
NET UNREALIZED GAINS 2,580,405


TY 2023 OtherLiabilitiesSchedule
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 103,975 139,842


TY 2023 OtherProfessionalFeesSchedule
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 172,312 172,312   0
SCHOLARSHIP FEES 20,920 0   20,920


TY 2023 TaxesSchedule
Name:
PATTERSON FOUNDATION
EIN:
74-3076772
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 12,666 0   0
DEFERRED TAX 35,867 0   0