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Nonprofit · EIN 33-0816951

THE@NORMAN AND MARY PATTIZ FOUNDATION

Tax-exempt · PENNINGTON, NJ 08534

Financials

$750$5002023$19.3M$9K2024−$16K$10.4M2025
Revenue Expenses · by fiscal year end
Financials of THE@NORMAN AND MARY PATTIZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF-$15,568$10,388,346-$10,403,914$11,051,817$0$11,051,817
December 31, 2024990-PF$19,282,348$8,547$19,273,801$19,198,465$0$19,198,465
December 31, 2023990-PF$750$500$250$1,353$1,096$257
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,695,184
Dividends
$648,825
Net gain from sales of assets
-$2,359,577

Expenses

Grants and similar amounts paid
$10,230,000
Disbursements for charitable purposes
$10,327,189
Excise tax on investment income
$8,641

Balance sheet and other

Total assets, start of year
$19,198,465
Total assets, end of year
$11,051,817
Total liabilities, end of year
$0
Net assets, end of year
$11,051,817
Fair market value of assets
$11,427,405
Qualifying distributions
$10,327,189
Net investment income
$648,470

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KAREN L KERRIGAN
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
PRESIDENT/BOARD CHAIRWOMEN5$0
LARRY FREEMAN
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
BOARD MEMBER1$0
D JEFFREY HIRSCHBERG
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
BOARD MEMBER1$0
PAUL KRASNOW
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
CFO/SECRETARY1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
KAREN L KERRIGAN
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
PRESIDENT/BOARD CHAIRWOMEN1$0
STACEY DAVY
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
CFO/ SECRETARY1$0
LARRY FREEMAN
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
BOARD MEMBER1$0
D JEFFREY HIRSCHBERG
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
BOARD MEMBER1$0
PAUL KRASNOW
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
BOARD MEMBER1$0
JARRETT BOSTWICK
21731 VENTURA BLVD STE 300, WOODLAND HLS, CA 913641851
BOARD MEMBER1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Mary Pattitz
21731 Ventura Blvd Ste 300, Woodland Hills, CA 91364
Director0$0

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% CROFTON MANAGEMENT GROUP
Signed the 990-PF
KAREN L KERRIGAN, PRESIDENT
Phone
(888) 866-3275
Return prepared by
BANK OF AMERICA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-0816951
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,051,817
Income (IRS master file)
$24,740,144

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025-$15,568$10,388,346$11,051,817IRS
990-PFDecember 2024$19,282,348$8,547$19,198,465IRS
990-PFDecember 2023$750$500$1,353XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 33-0816951).

Questions about THE@NORMAN AND MARY PATTIZ FOUNDATION

What is the EIN of THE@NORMAN AND MARY PATTIZ FOUNDATION?
The employer identification number (EIN) of THE@NORMAN AND MARY PATTIZ FOUNDATION is 33-0816951.
Is THE@NORMAN AND MARY PATTIZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to THE@NORMAN AND MARY PATTIZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE@NORMAN AND MARY PATTIZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE@NORMAN AND MARY PATTIZ FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE@NORMAN AND MARY PATTIZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE@NORMAN AND MARY PATTIZ FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE@NORMAN AND MARY PATTIZ FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of -$15,568, expenses of $10,388,346 and total assets of $11,051,817 at year end.

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