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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE LEWIS A AND DONNA M PATTERSON CHAR FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

20-7020377
B Telephone number (see instructions)

(888) 730-4933
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$1,121,609J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,514 22,211  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 54,436
b Gross sales price for all assets on line 6a 247,767
7 Capital gain net income (from Part IV, line 2)... 54,436
8 Net short-term capital gain......... 0
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........ 76,950 76,647  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,318 12,238   4,079
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,102 0 0 1,102
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,256 1,256   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
639 276   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,315 13,770 0 5,181
25 Contributions, gifts, grants paid....... 55,000 55,000
26 Total expenses and disbursements. Add lines 24 and 25 74,315 13,770 0 60,181
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,635
b Net investment income (if negative, enter -0-) 62,877
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 19,699 35,438 35,438
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 197,264 Click to see attachment
List of Attached Documents:
// Content
185,528 		566,147
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).......... 475,955 Click to see attachment
List of Attached Documents:
// Content
474,213 		520,024
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 692,918 695,179 1,121,609
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22).........   0
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 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........ 692,918 695,179
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)..... 692,918 695,179
30 Total liabilities and net assets/fund balances (see instructions). 692,918 695,179
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
692,918
2
Enter amount from Part I, line 27a .....................
2
2,635
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
695,553
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
374
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
695,179
Form 990-PF (2024)
Form 990-PF (2024)
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 64. CHEWY INC   2023-07-21 2024-01-23
b 49. CHEWY INC   2021-04-14 2024-01-23
c 3. PALO ALTO NETWORKS INC   2017-11-30 2024-01-23
d 2. SERVICENOW INC   2021-06-16 2024-01-23
e 24. BOSTON SCIENTIFIC CORP COM   2019-02-28 2024-03-27
21. CENTENE CORP DEL   2023-11-29 2024-03-27
63. CENTENE CORP DEL   2016-11-17 2024-03-27
68. GXO LOGISTICS INC   2017-08-23 2024-03-27
43. TWILIO INC   2021-12-21 2024-03-27
15. LULULEMON ATHLETICA INC   2019-06-28 2024-04-03
513.537 ARTISAN MID CAP FUND-INS 1333   2012-12-13 2024-06-14
1164.294 DIAMOND HILL LONG/SHORT-Y #2609   2021-07-08 2024-06-14
2870.295 EV GLBL MACR ABS RTRN-R6 #1071   2021-07-08 2024-06-14
1628.65 PIMCO REAL RETURN FUND-INST #122   2021-07-08 2024-06-14
74.71 TOUCHSTONE MID CAP-R6 #355   2020-02-20 2024-06-14
29. VANGUARD MIDCAP VIPER   2020-04-03 2024-06-14
10. ALPHABET INC CL C   2024-04-03 2024-06-17
20. APPLE INC   2019-02-28 2024-06-17
5. ARISTA NETWORKS INC   2020-04-07 2024-06-17
3. BROADCOM INC   2018-02-09 2024-06-17
1. CHIPOTLE MEXICAN GRILL INC   2022-03-11 2024-06-17
2. COSTCO WHOLESALE CORP   2022-12-21 2024-06-17
3. META PLATFORMS INC   2019-02-28 2024-06-17
3. INTUITIVE SURGICAL INC   2022-08-09 2024-06-17
2. ELI LILLY & CO COM   2020-07-13 2024-06-17
6. MICROSOFT CORP   2023-12-21 2024-06-17
1. MICROSOFT CORP   2019-08-09 2024-06-17
2. NETFLIX.COM INC   2022-03-11 2024-06-17
51. NVIDIA CORP   2023-06-05 2024-06-17
4. PALO ALTO NETWORKS INC   2017-11-30 2024-06-17
3. ALPHABET INC CL C   2024-04-03 2024-06-27
20. ALPHABET INC CL C   2023-02-21 2024-06-27
8. AMAZON COM INC COM   2021-09-02 2024-06-27
1. META PLATFORMS INC   2023-11-29 2024-06-27
5. META PLATFORMS INC   2019-02-28 2024-06-27
10. ESTEE LAUDER COMPANIES INC   2024-04-03 2024-06-27
27. ESTEE LAUDER COMPANIES INC   2011-04-12 2024-06-27
44. AGCO CORP COM   2021-04-14 2024-08-06
2. COSTCO WHOLESALE CORP   2022-06-21 2024-08-06
7. DANAHER CORP   2023-11-29 2024-08-06
13. INTERCONTINENTAL EXCHANGE INC   2019-02-28 2024-08-06
15. MORGAN STANLEY   2024-04-03 2024-08-06
5. AMAZON COM INC COM   2021-09-02 2024-10-10
7. APPLE INC   2019-02-28 2024-10-10
6. COSTCO WHOLESALE CORP   2022-06-21 2024-10-10
13. NVIDIA CORP   2024-08-06 2024-10-10
3. S&P GLOBAL INC   2019-02-28 2024-10-10
4. SALESFORCE INC   2019-10-30 2024-10-10
9. ALPHABET INC CL C   2019-08-09 2024-11-21
5. APPLE INC   2019-02-28 2024-11-21
13. BOSTON SCIENTIFIC CORP COM   2020-04-07 2024-11-21
5. CORPAY INC   2021-01-28 2024-11-21
3. MICROSOFT CORP   2024-10-10 2024-11-21
1. MORGAN STANLEY   2024-04-03 2024-11-21
7. MORGAN STANLEY   2020-06-04 2024-11-21
1. NETFLIX.COM INC   2022-03-11 2024-11-21
38. NVIDIA CORP   2024-08-06 2024-11-21
5. SALESFORCE INC   2019-08-09 2024-11-21
2. SERVICENOW INC   2021-06-16 2024-11-21
10. TRADE DESK INC/THE   2023-06-05 2024-11-21
15. TRIMBLE NAV LTD   2022-03-11 2024-11-21
18. VERTIV HOLDINGS LLC   2024-08-06 2024-11-21
2. VISA INC-CLASS A SHRS   2019-08-09 2024-11-21
10. XPO INC   2022-12-21 2024-11-21
8. ALPHABET INC CL C   2019-08-09 2024-12-11
6. AMAZON COM INC COM   2022-05-13 2024-12-11
4. APPLE INC   2019-02-28 2024-12-11
3. INTUITIVE SURGICAL INC   2023-11-29 2024-12-11
3. MICROSOFT CORP   2024-10-10 2024-12-11
1. NETFLIX.COM INC   2022-03-11 2024-12-11
7. SALESFORCE INC   2019-08-09 2024-12-11
1. SERVICENOW INC   2020-06-26 2024-12-11
13. TRADE DESK INC/THE   2023-05-01 2024-12-11
6. XPO INC   2022-12-21 2024-12-11
CAPITAL GAIN DIVIDENDS P    
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(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 1,268   2,243 -975
b 971   4,231 -3,260
c 1,025   160 865
d 1,501   1,026 475
e 1,634   903 731
1,640   1,520 120
4,920   2,420 2,500
3,540   2,248 1,292
2,622   8,370 -5,748
5,651   3,118 2,533
22,020   20,227 1,793
34,498   34,958 -460
24,053   24,583 -530
16,254   19,929 -3,675
4,000   3,144 856
6,966   3,617 3,349
1,789   1,556 233
4,370   870 3,500
1,706   263 1,443
5,504   695 4,809
3,369   1,510 1,859
1,733   925 808
1,527   501 1,026
1,292   713 579
1,773   308 1,465
2,693   2,229 464
449   138 311
1,357   699 658
6,748   2,000 4,748
1,280   195 1,085
560   467 93
3,733   1,851 1,882
1,564   1,385 179
519   333 186
2,594   807 1,787
1,108   1,470 -362
2,993   3,445 -452
3,855   6,463 -2,608
1,654   922 732
1,903   1,564 339
1,951   1,050 901
1,392   1,400 -8
935   803 132
1,599   305 1,294
5,361   2,758 2,603
1,750   1,370 380
1,544   659 885
1,148   620 528
1,507   537 970
1,147   218 929
1,189   438 751
1,873   1,305 568
1,239   1,247 -8
135   93 42
946   334 612
898   349 549
5,571   4,006 1,565
1,705   734 971
2,099   1,026 1,073
1,278   753 525
1,074   993 81
2,582   1,237 1,345
619   350 269
1,499   353 1,146
1,552   478 1,074
1,378   665 713
993   174 819
1,631   938 693
1,346   1,247 99
938   349 589
2,507   1,005 1,502
1,149   397 752
1,741   922 819
941   212 729
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
      3,914
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       -975
b       -3,260
c       865
d       475
e       731
      120
      2,500
      1,292
      -5,748
      2,533
      1,793
      -460
      -530
      -3,675
      856
      3,349
      233
      3,500
      1,443
      4,809
      1,859
      808
      1,026
      579
      1,465
      464
      311
      658
      4,748
      1,085
      93
      1,882
      179
      186
      1,787
      -362
      -452
      -2,608
      732
      339
      901
      -8
      132
      1,294
      2,603
      380
      885
      528
      970
      929
      751
      568
      -8
      42
      612
      549
      1,565
      971
      1,073
      525
      81
      1,345
      269
      1,146
      1,074
      713
      819
      693
      99
      589
      1,502
      752
      819
      729
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 54,436
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) 1 874
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........................... 3 874
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- ..... 5 874
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 308
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 308
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 566
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowPA
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
WELLS FARGO BANK N A TRUSTEE
1 		16,318    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
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 (2024)
Form 990-PF (2024)
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
NONE
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 arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
1,062,026
b
Average of monthly cash balances.......................
1b
30,812
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,092,838
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
1,092,838
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
16,393
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,076,445
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
53,822
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
53,822
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
874
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
874
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
52,948
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
52,948
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
52,948
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
60,181
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
60,181
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 52,948
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 20,593
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 60,181
a Applied to 2023, but not more than line 2a 20,593
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 2024 distributable amount..... 39,588
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		13,360
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
WWW WELLSFARGO COMPRIVATEFOUNDATIO
1 WEST 4TH STREET
WINSTON SALEM,NC27101
(888) 234-1999
bThe form in which applications should be submitted and information and materials they should include:
WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/PATTERSON
cAny submission deadlines:
APRIL 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO PROGRAM LIMITATIONS, PRIMARILY SUPPORTS THE WESTERN PA COUNTIES
Form 990-PF (2024)
Form 990-PF (2024)
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

WESTERN PENNSYLVANIA CONSERVANCY

800 WATERFRONT DRIVE
PITTSBURGH,PA152224793 		NONE PC GENERAL OPERATING 2,500

CATHOLIC CHARITIES OF THE DIOCESE OF PIT

111 BOULEVARD OF THE ALLIES
PITTSBURGH,PA152221613 		NONE PC GENERAL OPERATING 5,000

EYE EAR FOUNDATION INC

200 LOTHROP ST 251
PITTSBURGH,PA152132536 		NONE PC GENERAL OPERATING 10,000

MAKE-A-WISH FOUNDATION OF GREATER
PENNSYLVANIA AND WEST VIRGINIA INC
707 GRANT ST
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 5,000

PITTSBURGH TRUST FOR CULTURAL RESOURCES

803 LIBERTY AVE
PITTSBURGH,PA15222 		NONE PC GENERAL OPERATING 5,000

PHIPPS CONSERVATORY AND BOTANICAL GARDEN

1 SCHENLEY PARK
PITTSBURGH,PA152133830 		NONE PC GENERAL OPERATING 5,000

CITY THEATRE COMPANY INC

1300 BINGHAM ST
PITTSBURGH,PA152031500 		NONE PC GENERAL OPERATING 2,500

NATIONAL AVIARY PITTSBURGH INC

700 ARCH ST
PITTSBURGH,PA152125201 		NONE PC GENERAL OPERATING 5,000

SISTERS PLACE INC

111 BROWNSVILLE RD
PITTSBURGH,PA152102113 		NONE PC GENERAL OPERATING 5,000

CLEAR THOUGHTS FOUNDATION

3000 VILLAGE RUN RD 225
WEXFORD,PA150906315 		NONE PC GENERAL OPERATING 2,500

FRIENDS OF UTAH AVALANCHE FORECAST CENTE

PO BOX 521353
SALT LAKE CTY,UT841521353 		NONE PC GENERAL OPERATING 2,500

NORTH HILLS COMMUNITY OUTREACH INC

1975 FERGUSON RD
ALLISON PARK,PA15101 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 55,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 22,514  
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 54,436  
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) ..   76,950  
13Total. Add line 12, columns (b), (d), and (e)..................
13
76,950
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
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 Phone no.
Form 990-PF (2024)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE LEWIS A AND DONNA M PATTERSON CHAR FDN
EIN:
20-7020377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,102     1,102

TY 2024 InvestmentsCorpStockSchedule
Name:
THE LEWIS A AND DONNA M PATTERSON CHAR FDN
EIN:
20-7020377
Name of Stock End of Year Book Value End of Year Fair Market Value
92532F100 VERTEX PHARMACEUTICA 2,903 6,846
550021109 LULULEMON ATHLETICA    
78409V104 S&P GLOBAL INC 1,289 6,474
64110L106 NETFLIX INC 2,755 10,696
15135B101 CENTENE CORP DEL    
339041105 FLEETCOR TECHNOLOGIE    
21036P108 CONSTELLATION BRANDS 4,097 5,525
983793100 XPO INC 1,520 6,951
040413106 ARISTA NETWORKS INC    
67066G104 NVIDIA CORP 6,455 55,865
617446448 MORGAN STANLEY 2,234 6,537
79466L302 SALESFORCE INC 1,770 9,361
896239100 TRIMBLE INC 2,745 4,452
G1151C101 ACCENTURE PLC 1,032 4,925
023135106 AMAZON COM INC COM 8,345 37,954
252131107 DEXCOM INC 6,697 7,388
037833100 APPLE INC 1,274 44,575
697435105 PALO ALTO NETWORKS I 1,069 8,006
11135F101 BROADCOM INC 2,032 23,184
278865100 ECOLAB INC 3,051 5,624
09857L108 BOOKING HOLDINGS INC 700 4,968
92826C839 VISA INC-CLASS A SHR 4,151 14,854
532457108 ELI LILLY & CO COM 1,844 10,036
893641100 TRANSDIGM GROUP INC 1,128 7,604
016255101 ALIGN TECHNOLOGY INC 6,399 6,464
235851102 DANAHER CORP 1,158 5,509
101137107 BOSTON SCIENTIFIC CO 1,912 8,843
518439104 ESTEE LAUDER COMPANI    
34964C106 FORTUNE BRANDS INNOV 3,110 4,646
81762P102 SERVICENOW INC 3,079 10,601
90384S303 ULTA BEAUTY INC 4,422 6,959
45866F104 INTERCONTINENTAL EXC 1,666 5,811
892356106 TRACTOR SUPPLY CO CO 1,134 5,837
594918104 MICROSOFT CORP 7,651 47,630
02079K107 ALPHABET INC CL C 3,638 34,851
30303M102 META PLATFORMS INC 3,711 26,348
169656105 CHIPOTLE MEXICAN GRI 3,293 10,492
73278L105 POOL CORPORATION 1,768 4,091
36262G101 GXO LOGISTICS INC    
679295105 OKTA INC 11,318 6,225
90138F102 TWILIO INC    
16679L109 CHEWY INC    
001084102 AGCO CORP COM    
22160K105 COSTCO WHOLESALE COR    
46120E602 INTUITIVE SURGICAL I 4,115 8,873
127387108 CADENCE DESIGN SYSTE 5,838 7,812
13646K108 CANADIAN PACIFIC KAN 5,272 6,948
88339J105 TRADE DESK INC/THE 4,421 7,875
00724F101 ADOBE INC 7,147 5,781
032654105 ANALOG DEVICES INC 6,599 6,161
040413205 ARISTA NETWORKS INC 1,520 12,821
219948106 CORPAY INC 5,472 7,445
22160N109 COSTAR GROUP, INC 6,361 5,298
23804L103 DATADOG INC 9,294 10,574
64125C109 NEUROCRINE BIOSCIENC 5,239 5,187
91324P102 UNITEDHEALTH GROUP I 9,191 9,105
92537N108 VERTIV HOLDINGS LLC 3,709 6,135

TY 2024 InvestmentsOtherSchedule2
Name:
THE LEWIS A AND DONNA M PATTERSON CHAR FDN
EIN:
20-7020377
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
77956H435 T ROWE PR OVERSEAS S AT COST 55,085 66,750
256210105 DODGE & COX INCOME F AT COST 90,122 78,652
04314H600 ARTISAN MID CAP FUND      
89155T490 TOUCHSTONE MID CAP-R AT COST 33,624 46,532
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 79,289 73,137
693391104 PIMCO REAL RETURN FU      
46434G103 ISHARES CORE MSCI EM AT COST 38,723 40,157
27831R108 EV GLBL MACR ABS RTR      
46090F100 INVESCO OPTIMUM YIEL AT COST 37,706 38,723
922908629 VANGUARD MIDCAP VIPE AT COST 23,196 49,128
89609H704 TRIBUTARY SMALL CO-I AT COST 36,468 47,928
25264S650 DIAMOND HILL LONG/SH      
057071854 BAIRD AGGREGATE BOND AT COST 80,000 79,017

TY 2024 OtherDecreasesSchedule
Name:
THE LEWIS A AND DONNA M PATTERSON CHAR FDN
EIN:
20-7020377
Description Amount
MUTUAL FUND TIMING ADJ 91
ROC ON CY SALES 54
PY RETURN OF CAPITAL ADJUSTMENT 228
ROUNDING 1


TY 2024 OtherProfessionalFeesSchedule
Name:
THE LEWIS A AND DONNA M PATTERSON CHAR FDN
EIN:
20-7020377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,256 1,256    


TY 2024 TaxesSchedule
Name:
THE LEWIS A AND DONNA M PATTERSON CHAR FDN
EIN:
20-7020377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 191 191   0
FEDERAL TAX PAYMENT - PRIOR YE 55 0   0
FEDERAL ESTIMATES - PRINCIPAL 308 0   0
FOREIGN TAXES ON NONQUALIFIED 85 85   0