Nonprofit · EIN 04-3577440
PATTONY FUNDATION
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $440,809 | $650,251 | -$209,442 | $8,230,931 | $0 | $8,230,931 |
| June 30, 2024 | 990-PF | $710,288 | $543,906 | $166,382 | $8,056,670 | $0 | $8,056,670 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $110,578
- Interest
- $61,845
- Net gain from sales of assets
- $268,386
Expenses
- Grants and similar amounts paid
- $549,467
- Compensation of officers, directors and key employees
- $8,367
- Disbursements for charitable purposes
- $623,775
- Excise tax on investment income
- $5,842
Balance sheet and other
- Total assets, start of year
- $8,056,670
- Total assets, end of year
- $8,230,931
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,230,931
- Fair market value of assets
- $8,230,931
- Qualifying distributions
- $623,775
- Net investment income
- $440,809
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $8,367 |
| Patricia A Rubbicco Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
| Anthony F Rubbicco Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee (end 12/2024) | 1 | $0 |
| Charles Cheever Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $7,538 |
| Patricia A Rubbicco Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
| Anthony F Rubbicco Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
| Charles Cheever Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee (start Feb 2024) | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 961019, BOSTON, MA 02196-1019
- In care of
- % CHOATE HALL & STEWART
- Signed the 990-PF
- William A Lowell, Trustee
- Phone
- (617) 248-4760
- Return prepared by
- Baker Newman & Noyes
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3577440
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $8,230,931
- Income (IRS master file)
- $3,230,636
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $440,809 | $650,251 | $8,230,931 | XML |
| 990-PF | June 2024 | $710,288 | $543,906 | $8,056,670 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3577440).
Questions about PATTONY FUNDATION
- What is the EIN of PATTONY FUNDATION?
- The employer identification number (EIN) of PATTONY FUNDATION is 04-3577440.
- Is PATTONY FUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to PATTONY FUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATTONY FUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATTONY FUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PATTONY FUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of PATTONY FUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $8,367 (William A Lowell, Trustee).
- How much revenue does PATTONY FUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $440,809, expenses of $650,251 and total assets of $8,230,931 at year end.
Other nonprofits in BOSTON
- BANK OF AMERICA CHARITABLE GIFT FUND EIN 04-6010342 · last filed 990 for 2024
- THE US CHARITABLE GIFT TRUST EIN 31-1663020 · last filed 990 for 2024
- BOSTON FOUNDATION INC EIN 04-2104021 · last filed 990 for 2025
- COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC EIN 04-2103559 · last filed 990 for 2025
- BNY MELLON CHARITABLE GIFT FUND EIN 30-0748315 · last filed 990 for 2024
- THE MELLEN CHARITABLE FOUNDATION INC EIN 85-3945419 · last filed 990-PF for 2024
- BARR FOUNDATION EIN 04-6579815 · last filed 990-PF for 2024
- JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST EIN 20-3959397 · last filed 990 for 2024
All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations