Private Foundation

WILLIAM P & SUZANNE W PATTERSON FAMILY FOUNDATION C/O MARINER WEALTH ADVISORS

WILLIAM P & SUZANNE W PATTERSON FAMILY FOUNDATION C/O MARINER WEALTH ADVISORS is a private foundation categorized as Private Foundation based in CINCINNATI, OH. Its most recent IRS filing (2025) reports revenue of $107K, expenses of $75K, total assets of $1.1M. Imperigo tracks 136 reported grants from this foundation totaling approximately $248K.

EIN: 311603127 CINCINNATI, OH Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$107K
Total Expenses$75K
Total Assets$1.1M
Grants Given136
Grant Total$248K
Filing Years2020–2025

Sample Grants Given

CAMPING & EDUCATION FOUNDATION
CINCINNATI, OH · 2025
CHARITABLE CONTRIBUTION
$12,500
UNIVERSITY OF WISCONSIN FOUNDATION
MADISON, WI · 2025
CHARITABLE CONTRIBUTION
$5,000
DAYTON FOUNDATION
DAYTON, OH · 2025
CHARITABLE CONTRIBUTION
$3,000
COLORADO PUBLIC RADIO
CENTENNIAL, CO · 2025
CHARITABLE CONTRIBUTION
$3,000
RONALD MCDONALD HOUSE CHARITIES
MINNEAPOLIS, MN · 2025
CHARITABLE CONTRIBUTION
$3,000

Showing up to 5 of 136 total records — full history available with membership.

Officers & Directors

TRUSTEE Jefferson Patterson

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE CONTRIBUTION
$248,000 136 grants

Financial Trends

Year Revenue Expenses Assets
2025 $107K $75K $1.1M
2024 $38K $68K $941K
2023 $30K $59K $960K
2022 $22K $50K $993K
2020 $29K $40K $816K

Between 2020 and 2025, reported annual revenue grew from $29K to $107K (+266%), with total assets most recently reported at $1.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CO, CT, DC, MA, MD, MN, and 4 other states.

COCTDCMAMDMNMTNHNYOH

Full geographic grant map with state-by-state breakdown available with membership.

Similar Organizations in OH

THE FG FOUNDATION
COLUMBUS, OH · Private Grantmaking Foundations
DAMICO FAMILY FOUNDATION C/O CERITY PARTNERS
CLEVELAND, OH · Private Grantmaking Foundations
HALVERSTADT FAMILY FOUNDATION
LISBON, OH · Private Grantmaking Foundations
AIMEE & FRANK MISHOU SCHOLARSHIP FUND 1702901
BROOKLYN, OH · Private Grantmaking Foundations
TESDAHL FBO CHILDRENS FARM TW
BROOKLYN, OH · Private Grantmaking Foundations

Browse all nonprofits & foundations in Cincinnati, →

See the full picture for WILLIAM P & SUZANNE W PATTERSON FAMILY FOUNDATION C/O MARINER WEALTH ADVISORS

Complete financials, all 136 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
Start Free Trial → Log In
7-day free trial Cancel any time