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
RITA G AND DONALD J PATTERSON JR FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2886 HIBBARD ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAKTON, VA221242609
A Employer identification number

20-2032429
B Telephone number (see instructions)

(703) 938-0899
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$1,571,752J 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... 42,181 42,181 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
142,672
b Gross sales price for all assets on line 6a 1,066,883
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 184,853 42,181 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 0 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
12,084 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,084 0 0 0
25 Contributions, gifts, grants paid....... 0 135,966
26 Total expenses and disbursements. Add lines 24 and 25 12,084 0 0 135,966
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 172,769
b Net investment income (if negative, enter -0-) 42,181
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............. 125,920 63,799 63,799
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 2,019,881 Click to see attachment
List of Attached Documents:
// Content
1,227,948 		1,507,953
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,145,801 1,291,747 1,571,752
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 0 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........ 2,145,801 1,291,747
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)..... 2,145,801 1,291,747
30 Total liabilities and net assets/fund balances (see instructions). 2,145,801 1,291,747
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
2,145,801
2
Enter amount from Part I, line 27a .....................
2
172,769
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,318,570
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,026,823
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,291,747
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.)
1a
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
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
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  
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) 1 586
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  
3 Add lines 1 and 2........................... 3 586
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 586
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 586
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$ 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
 
No
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 arrow
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 arrow  
14
The books are in care ofright arrowTIMOTHY SCHIMKUS CPA Telephone no.right arrow (703) 606-2450

Located atright arrow10400 EATON PLACESUITE 330FAIRFAXVA ZIP+4right arrow22030
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)
 
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 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.) Click to see attachment
List of Attached Documents:
// Content
..............
2b
Yes
 
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
RITA G PATTERSONClick to see attachment
List of Attached Documents:
// Content
VICE PRESIDENT
1.00 		0 0 0
2886 HIBBARD STREET
OAKTON,VA22124
DONALD J PATTERSON JRClick to see attachment
List of Attached Documents:
// Content
PRESIDENT
5.00 		0 0 0
2886 HIBBARD STREET
OAKTON,VA22124
ANDREA VERWYSClick to see attachment
List of Attached Documents:
// Content
SECRETARY
1.00 		0 0 0
2886 HIBBARD STREET
OAKTON,VA22124
TIMOTHY SCHIMKUSClick to see attachment
List of Attached Documents:
// Content
TREASURER
2.00 		0 0 0
10400 EATON PLACE
SUITE 330
FAIRFAX,VA22030
DONALD J PATTERSON JRClick to see attachment
List of Attached Documents:
// Content
BOARD MEMBER
1.00 		0 0 0
1044 WESTMONT
SANTA BARBARA,CA93108
BRIAN PATTERSONClick to see attachment
List of Attached Documents:
// Content
BOARD MEMBER
1.00 		0 0 0
2183 HALLMARK
GAMBRILLS,MD21054
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 THE CITY GATES CHURCH 31,000
2 GOOD NEWS GLOBAL 25,000
3 REVIVE OUR HEARTS 10,000
4 COVENANT CHURCH - NAPLES 10,000
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
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
0
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
0
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
0
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
0
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
0
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
586
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
586
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
0
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
0
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
0
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
135,966
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) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
135,966
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 0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 135,966
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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...... 		 
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 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
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 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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

MEN GOLF FELLOWSHIP INC

PO BOX 7363
NAPLES,FL34101 		No Relationship PF CONTRIBUTION 0

GOOD NEWS JAIL

PO BOX 9760
HENRICO,VA232280760 		No Relationship PF CONTRIBUTION 0

SHEPHERD STAFF

6739 ACADEMY ROAD NE
SUITE 320
ALBUQUERQUE,NM87109 		No Relationship PF CONTRIBUTION 0

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		No Relationship PF CONTRIBUTION 0

CEDARVILLE UNIVERSITY

251 N MAIN STREET
CEDARVILLE,OH45314 		No Relationship PF CONTRIBUTION 0

BELCROFT BIBLE CHURCH

14110 MOUNT OAK ROAD
BOWIE,MD20721 		No Relationship PF CONTRIBUTION 0

THE CITY GATES CHURCH

9401 LITTLE RIVER TURNPIKE
FAIRFAX,VA22031 		No Relationship PF CONTRIBUTION 0

ASSIST PREGNANCY CENTER

5101 D BACKLICK
ANNADALE,VA22003 		No Relationship PF CONTRIBUTION 0

CAPITAL PRESBYTERIAN FAIRFAX

9525 MAIN STREET
FAIRFAX,VA22031 		No Relationship PF CONTRIBUTION 0

REVIVE OUR HEARTS

PO BOX 2000
NILES,MI49120 		No Relationship PF CONTRIBUTION 0

THE WILDS

1000 WILDS RIDGE ROAD
BREVARD,NC28712 		No Relationship PF CONTRIBUTION 0

HIS TURN SOCCER

1708 AUGUSTA STREET
GREENVILLE,SC29605 		No Relationship PF CONTRIBUTION 0

SANCTITY OF LIFE MINISTRIES

3919 BLENHEIM BLVD
FAIRFAX,VA22030 		No Relationship PF CONTRIBUTION 0

COVENANT CHURCH OF NAPLES

6690 TRAIL BLVD
NAPLES,FL34108 		No Relationship PF CONTRIBUTION 0

CRU

PO BOX 628222
ORLANDO,FL328628222 		No Relationship PF CONTRIBUTION 0

FRIENDSHIPS TOURS

4713 WISCONSIN AVE NW
WASHINGTON,DC20016 		No Relationship PF CONTRIBUTION 0
Total .................................right arrow 3a 0
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0   0 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(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)
 
 
(2) Other assets.................................
1a(2)
 
 
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
 
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
 
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
 
(4) Reimbursement arrangements...........................
1b(4)
 
 
(5) Loans or loan guarantees.............................
1b(5)
 
 
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
 
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
 
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
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020569
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
RITA G AND DONALD J PATTERSON JR FAMILY FOUNDATION
EIN:
20-2032429
Software ID:
24020569
Software Version:
V2.0
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
BRISTOL MYERS 2023-12 Purchase 2024-11  
BRISTOL MYERS 		882 788   0   0
EQT CORP 2024-03 Purchase 2025-09  
EQT CORP 		103 111   0   0
EXELON CORP 2024-03 Purchase 2024-09  
EXELON CORP 		304 295   0   0
META PLATFORM 2023-12 Purchase 2024-08  
META PLATFORM 		2,705 1,673   0   0
FORD MOTOR CO 2024-08 Purchase 2024-11  
FORD MOTOR CO 		340 392   0   0
GE VERNOVA LLC 2023-12 Purchase 2024-04  
GE VERNOVA LLC 		111 74   0   0
LILLY ELI & CO 2023-12 Purchase 2024-08  
LILLY ELI & CO 		2,884 1,712   0   0
MICROCHIP TECHNOLOGY 2024-08 Purchase 2024-12  
MICROCHIP TECHNOLOGY 		3,940 5,407   0   0
NIKE INC 2023-12 Purchase 2024-11  
NIKE INC 		6,793 10,659   0   0
PFIZER INC 2024-03 Purchase 2024-11  
PFIZER INC 		1,857 1,806   0   0
RTX CORP 2023-12 Purchase 2024-08  
RTX CORP 		5,759 3,996   0   0
REPUBLIC SERVICES 2023-12 Purchase 2024-08  
REPUBLIC SERVICES 		3,386 2,751   0   0
SIMON PROPERTY 2024-06 Purchase 2024-08  
SIMON PROPERTY 		470 438   0   0
SOLAREDGE TECHNOLOGY 2023-12 Purchase 2024-08  
SOLAREDGE TECHNOLOGY 		875 3,294   0   0
SUNRUN INC 2023-12 Purchase 2024-08  
SUNRUN INC 		5,520 5,256   0   0
EATON CORP 2023-12 Purchase 2024-08  
EATON CORP 		3,158 2,602   0   0
AMERICAN EXPRESS 2023-02 Purchase 2024-08  
AMERICAN EXPRESS 		4,231 3,136   0   0
BRISTOL MYERS 2023-07 Purchase 2024-11  
BRISTOL MYERS 		11,028 13,779   0   0
COCA COLA 2023-02 Purchase 2024-08  
COCA COLA 		3,156 2,819   0   0
CORNING INC 2023-02 Purchase 2024-08  
CORNING INC 		4,151 3,794   0   0
CORPAY INC 2022-10 Purchase 2024-08  
CORPAY INC 		11,284 7,563   0   0
DOMINOS PIZZA 2022-10 Purchase 2024-08  
DOMINOS PIZZA 		12,177 9,889   0   0
EQT CORP 2023-08 Purchase 2024-08  
EQT CORP 		9,226 8,796   0   0
EXELON CORP 2022-08 Purchase 2024-11  
EXELON CORP 		11,353 12,570   0   0
FORD MOTOR CO 2022-10 Purchase 2024-11  
FORD MOTOR CO 		9,259 10,863   0   0
HARTFORD FINANCIAL 2023-02 Purchase 2024-08  
HARTFORD FINANCIAL 		4,936 3,512   0   0
JP MORGAN CHASE 2023-02 Purchase 2024-08  
JP MORGAN CHASE 		3,689 2,524   0   0
MATCH GROUP 2022-09 Purchase 2024-11  
MATCH GROUP 		11,448 20,805   0   0
PFIZER 2023-07 Purchase 2025-11  
PFIZER 		9,702 14,589   0   0
PROGRESSIVE CORP 2022-05 Purchase 2024-08  
PROGRESSIVE CORP 		5,697 2,896   0   0
RESMED INC 2022-06 Purchase 2024-08  
RESMED INC 		10,076 11,973   0   0
VERIZON COMMUNICATIONS 2023-08 Purchase 2024-08  
VERIZON COMMUNICATIONS 		5,540 5,718   0   0
WELLS FARGO 2023-02 Purchase 2024-12  
WELLS FARGO 		1,973 1,329   0   0
SANOFI SPON 2023-02 Purchase 2024-12  
SANOFI SPON 		10,972 11,220   0   0
SIMON PROPERTY 2022-09 Purchase 2024-08  
SIMON PROPERTY 		11,750 7,725   0   0
SOLAREDGE TECHNOLOGIES 2022-09 Purchase 2024-08  
SOLAREDGE TECHNOLOGIES 		1,982 23,540   0   0
SUNRUN INC 2023-05 Purchase 2024-08  
SUNRUN INC 		5,811 6,090   0   0
T-MOBILE US INC 2022-05 Purchase 2024-08  
TMOBILE US INC 		3,678 2,586   0   0
UNITED PARCEL SERVICE 2023-08 Purchase 2024-11  
UNITED PARCEL SERVICE 		7,980 11,033   0   0
VALERO ENERGY 2023-02 Purchase 2024-08  
VALERO ENERGY 		10,791 9,815   0   0
BCE INC 2024-01 Purchase 2024-08  
BCE INC 		70 83   0   0
CROWN CASTLE INC 2023-10 Purchase 2024-08  
CROWN CASTLE INC 		5,614 4,587   0   0
DOW INC 2024-06 Purchase 2024-12  
DOW INC 		163 225   0   0
HEALTHPEAK PPTYS 2024-06 Purchase 2024-08  
HEALTHPEAK PPTYS 		285 247   0   0
ISHARES CORE S&P 2024-06 Purchase 2024-08  
ISHARES CORE S&P 		329 323   0   0
JOHNSON & JOHNSON COM 2023-09 Purchase 2024-12  
JOHNSON & JOHNSON COM 		5,484 5,449   0   0
MICROCHIP TECHNOLOGY 2024-07 Purchase 2024-12  
MICROCHIP TECHNOLOGY 		3,185 4,763   0   0
PHILIP MORRIS INTL 2024-07 Purchase 2024-08  
PHILIP MORRIS INTL 		360 289   0   0
TRUIST FINL CORP 2024-09 Purchase 2024-11  
TRUIST FINL CORP 		253 234   0   0
VANGUARD DIVIDEND 2024-08 Purchase 2024-09  
VANGUARD DIVIDEND 		10,145 9,641   0   0
VANGUARD TOTAL INTL 2024-06 Purchase 2024-09  
VANGUARD TOTAL INTL 		2,939 2,812   0   0
VANGUARD FTSE 2024-06 Purchase 2024-08  
VANGUARD FTSE 		868 816   0   0
AT&T INC 2016-12 Purchase 2024-08  
AT&T INC 		2,499 4,151   0   0
BROADCOM INC 2020-08 Purchase 2024-08  
BROADCOM INC 		8,924 2,062   0   0
BROADCOM INC 2020-11 Purchase 2024-08  
BROADCOM INC 		6,081 1,264   0   0
CHEVRON CORP 2016-12 Purchase 2024-08  
CHEVRON CORP 		2,767 2,255   0   0
CISCO SYSTEM INC 2016-12 Purchase 2024-08  
CISCO SYSTEM INC 		3,354 2,018   0   0
CITIGROUP INC 2020-01 Purchase 2024-08  
CITIGROUP INC 		3,381 4,468   0   0
COMCAST CORP 2022-04 Purchase 2024-08  
COMCAST CORP 		2,187 2,209   0   0
CONOCOPHILLIPS 2016-12 Purchase 2024-08  
CONOCOPHILLIPS 		1,426 668   0   0
DIAGEO PLC 2016-12 Purchase 2024-07  
DIAGEO PLC 		4,628 3,816   0   0
DOW INC 2016-12 Purchase 2024-12  
DOW INC 		7,891 9,661   0   0
DUKE ENERGY 2020-03 Purchase 2024-08  
DUKE ENERGY 		4,601 3,390   0   0
EXXON MOBILE 2017-04 Purchase 2024-08  
EXXON MOBILE 		9,606 4,404   0   0
GENERAL DYNAMICS 2020-02 Purchase 2024-08  
GENERAL DYNAMICS 		5,868 3,701   0   0
GENUINE PARTS CO 2018-02 Purchase 2024-08  
GENUINE PARTS CO 		1,705 1,173   0   0
HEALTHPEAK PPTYS 2016-12 Purchase 2024-08  
HEALTHPEAK PPTYS 		6,762 8,924   0   0
INTEL CORP 2016-12 Purchase 2024-11  
INTEL CORP 		4,515 9,796   0   0
ISHARES CORE S&P US VALUE 2021-01 Purchase 2024-08  
ISHARES CORE S&P US VALUE 		258,622 182,248   0   0
ISHARES CORE S&P US GROWTH 2021-01 Purchase 2024-12  
ISHARES CORE S&P US GROWTH 		212,607 156,201   0   0
ISHARES CORE S&P SMALL 2021-01 Purchase 2024-08  
ISHARES CORE S&P SMALL 		43,903 40,068   0   0
JP MORGAN CHASE 2016-12 Purchase 2024-08  
JP MORGAN CHASE 		10,123 4,081   0   0
MERCK & CO 2016-12 Purchase 2024-08  
MERCK & CO 		5,004 2,443   0   0
MORGAN STANLEY NEW 2019-06 Purchase 2024-08  
MORGAN STANLEY NEW 		6,116 2,745   0   0
NEXTERA ENERGY 2016-12 Purchase 2024-08  
NEXTERA ENERGY 		5,411 2,023   0   0
NOVARTIS AG SPON 2016-12 Purchase 2024-08  
NOVARTIS AG SPON 		4,005 2,031   0   0
PNC FINANCIAL SERVICES 2020-05 Purchase 2024-08  
PNC FINANCIAL SERVICES 		12,965 9,439   0   0
PHILIP MORRIS 2016-12 Purchase 2024-08  
PHILIP MORRIS 		3,301 1,983   0   0
RTX CORPORATION 2016-12 Purchase 2024-08  
RTX CORPORATION 		5,771 3,005   0   0
SIEMENS A G SPON 2017-09 Purchase 2024-08  
SIEMENS A G SPON 		4,609 3,475   0   0
TRUIST FINANCIAL CORP 2017-12 Purchase 2024-11  
TRUIST FINANCIAL CORP 		7,478 8,882   0   0
UNILEVER PLC 2016-12 Purchase 2024-08  
UNILEVER PLC 		2,956 1,914   0   0
UNITED PARCEL SERVICE 2020-08 Purchase 2024-11  
UNITED PARCEL SERVICE 		5,852 7,202   0   0
VANGUARD FTSE DEVELOPED 2021-01 Purchase 2024-09  
VANGUARD FTSE DEVELOPED 		104,531 102,789   0   0
VANGUARD FTSE EMERGING MARKETS 2021-01 Purchase 2024-08  
VANGUARD FTSE EMERGING MARKETS 		35,575 44,579   0   0
JOHNSON CTLS INTL 2016-12 Purchase 2024-08  
JOHNSON CTLS INTL 		3,090 1,864   0   0
CHUBB LTD 2016-12 Purchase 2024-08  
CHUBB LTD 		8,097 3,992   0   0

TY 2024 InvestmentsCorpStockSchedule
Name:
RITA G AND DONALD J PATTERSON JR FAMILY FOUNDATION
EIN:
20-2032429
Software ID:
24020569
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Solaredge Technologies 0 0
Simon Property Group 0 0
Match Group Inc 0 0
General Motors C0 0 0
Fleetcor Technologies 0 0
Ford Motor Co 0 0
Dominos Pizza Inc 0 0
United Parcel SVC 0 0
BRISTOL MYERS 0 0
EXELON CORPORATION 0 0
EQT CORP 0 0
FEDEC CORP 0 0
NIKE INC 0 0
SANOFI SPON ADR 0 0
SUNRUN INC 0 0
UNITED PARCEL SERVICE 0 0
INTEL CORP 0 0
VANGUARD EMERGING MARKETS 0 0
VANGUARD DEVELOPMENT MKT 0 0
ISHARES S&P SMALL CAP 0 0
PHILLIP MORRIS INTL 0 0
JOHNSON & JOHNSON 0 0
HEALTHPEAK PPTYS INC 0 0
DOW INC 0 0
DIAGEO PLC 0 0
CONOCOPHILLIPS 0 0
CROWN CASTLE 0 0
PFIXER INC 0 0
ISHARES FLOATING RATE BOND 27,944 27,933
VANGUARD SHORT TERM BOND 27,878 27,817
United Health Group 10,540 10,623
Progressive Crp 5,012 10,782
Nextera Energy 13,976 12,617
M&T Bank Corporation 13,763 14,477
Halliburton Company 8,959 8,347
Hartford Financial 6,959 9,955
General Dynamics 9,936 11,330
Baker Hughes Co 7,569 13,455
T-MOBILE US 6,435 11,257
STARBUCKS CORP 10,651 10,038
RESMED INC 10,038 10,520
Lowes Company 10,134 11,846
Comcast Corp 10,870 9,232
META PLATFORM 9,035 15,809
CONOCOPHILLIPS 10,655 9,223
AT&T INC 12,365 15,484
MERCK & CO INC 10,689 9,948
MICROSOFT CORP 10,722 12,223
CITIGROUP INC 11,598 15,627
CISCO SYSTEMS INC 10,672 13,024
ABBOTT LABS 10,688 11,311
AMAZON.COM 10,598 15,577
AMERICAN EXPRESS 7,316 12,465
AMGEN INC 9,881 10,426
APPLE INC 10,668 13,523
APPLIED MATERIALS 7,876 10,896
CATERPILLAR INC 9,496 13,785
CHEVRON CORP 10,690 10,428
COCA COLA CO 8,703 8,841
CORNING INC 8,590 11,975
DEERE AND CO 11,397 11,440
DOVER CORP 10,933 13,132
DUPONT DE NEMOURS 10,892 11,285
EASTMAN CHEMICAL CO 10,809 11,141
EATON CORP 8,043 11,284
GENERAL ELECTRIC 10,566 21,418
HERSHEY CO 10,584 9,822
HILTON WORLDWIDE HOLD 10,591 14,830
INTL BUSINESS MACHINE 8,891 14,509
JP MORGANCHASE 6,731 11,506
LABORATORY CORP 10,242 11,007
LAM RESEARCH CORP 7,345 10,112
LILLY ELI & CO 8,559 11,580
METLIFE INC 12,194 13,756
MICON TECHNOLOY 10,735 11,109
NORFOLK SOUTHERN 11,134 10,562
NXP SEMICONDUCTORS 8,935 9,561
ORACLE CORP 10,719 17,331
PARKER 10,435 14,629
PEPSICO INC 10,693 9,732
PROCTOR & GAMBLE 11,466 13,412
PULTE GROUOP INC 10,647 11,326
QUALCOMM INC 10,475 11,675
REPUBLIC SERVICES INC 7,929 9,858
RTX CORP 6,714 9,720
SCHWAB CHARLES CORP 10,707 11,176
Sempra 12,400 12,895
THERMO FISHER SCIENTIFIC 10,424 10,405
VSLERO ENERGY CORP 7,884 8,091
VERIZON COMMUNICATIONS INC 9,033 9,598
WALT DISNEY CO 10,712 12,805
WELLS FARGO & CO 9,763 14,399
TRUIST FINL CORP 5,406 5,596
BROADCOM 5,386 7,419
ALPHABET INC 15,944 30,948
CAPITAL ONE FINCL 5,315 6,776
FEDEX CORP 10,696 10,691
GENERAL MOTORS 11,807 16,034
HPME DEPOT INC 5,145 5,446
NVIDIA CORP 5,409 5,640
VANGUARD SHORT TERM BOND 13,397 13,397
ISHARES RUSSELL 1000 ETF 72,662 76,030
Ishares Core S&P Growth 51,196 72,405
ISAHRES CORE S&P US VALUE 44,632 67,585
ISHARES RUSSELL MIDCAP 36,282 37,658
SPDR S&P DIVIDEND 36,214 34,875
VANGUARD SMALL CAP 72,466 76,169
VANGUARD DIVIDEND APPRECIATION 26,608 27,025
VANGUARD TOTAL INTL STOCK 14,566 13,672
PFIZER INC 6,827 5,518
CONOCOPHILLIPS 3,534 6,644
Johnson Controls Inter 4,060 8,130
PNS FINANCIAL SERVICES 4,539 8,100
GENERAL DYNAMICS 4,520 6,587
NEXTERA ENERGY 2,813 6,524
LOWES COMPANIES 3,149 8,391
DUKE ENERGY 6,027 7,003
EXXON MOBILE 2,622 6,992
UNILEVER NV NY REG 4,820 6,634
TRAVELERS COS INC 4,391 8,672
TARGET CORP 3,134 5,542
SIEMENS AG 5,017 7,638
NOVARTIS ADR 3,906 6,033
MORGAN STANLEY 3,275 9,178
JP MORGAN CHASE & CO 2,953 8,150
JOHNSON & JOHNSON COM 7,212 6,508
GENUINE PARTS CO 4,724 5,955
CHUBB LTD 3,593 7,460
CHEVRON CORP 5,536 7,242
AT&T INC 8,425 8,493
CISCO SYSTEMS INC 5,149 8,525
CITIGROUP INC 7,271 8,588
COMCAST CORP 7,051 6,868
MERCK & CO 4,192 6,267
MICROSOFT CORP 842 5,901
RTX CORP 3,966 7,175
BROADCOM INC 1,781 9,969

TY 2024 OtherDecreasesSchedule
Name:
RITA G AND DONALD J PATTERSON JR FAMILY FOUNDATION
EIN:
20-2032429
Software ID:
24020569
Software Version:
V2.0
Description Amount
UNREALIZED LOSS 1,026,823


TY 2024 OtherExpensesSchedule
Name:
RITA G AND DONALD J PATTERSON JR FAMILY FOUNDATION
EIN:
20-2032429
Software ID:
24020569
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEE 10,400 0 0 0
TAX 1,579 0 0 0
PENALTY 15 0 0 0
INTEREST EXPENSE 90 0 0 0