2021-11-16T13:57:00-06:00 2020-12-31 New York-Hurricane Ida Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2020-01-01 383667071 The Elizabeth R & William J Patterson Foundation % ER & WJ PATTERSON FDN ELIZ 8008391754 PO Box 580 San Anselmo CA 94979 elizabeth patterson president 8008391754 2021-11-15 true elizabeth patterson 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 106841452 X 0 X 37602 37602 497141 497141 1145949 2359367 1324538 357630 345891 2038322 2205172 0 13750 13750 285 285 53840 0 0 53840 665600 570701 94899 7077 7077 30467 248212 159018 87891 1019231 736796 0 250665 7327306 7327306 8346537 736796 0 7577971 -6308215 1468376 7594613 2279265 2279265 100000 100000 100000 100000 12586395 13213204 13968794 47198702 45579026 90443393 50000 50000 50000 67529710 61221495 106841452 0 0 X 67529710 61221495 67529710 61221495 67529710 61221495 67529710 -6308215 61221495 61221495 Publicly-traded Securities 147529 0 147529 147529 Passthrough K1 Capital Gain/(Loss) 320534 BIL, LTD. P 2012-05-01 2020-04-14 1000000 693323 306677 306677 GENERATION IM GLOBAL EQUITY FUND PLC P 2012-09-27 2020-10-01 211838 67185 144653 144653 STEADFAST INTERNATIONAL LTD, CLASS P P 2013-01-01 2020-04-30 1000000 594855 405145 405145 1324538 20410 20410 20410 85200 0 85200 X 64790 22000 42790 false false false false false true true false true true CA true false false false false true ER & WJ PATTERSON FDN 8008391754 PO Box 580 San Anselmo CA 94979 false false false false false false false false false false false false false false false false false false false false false Elizabeth R Patterson PO Box 580 San Anselmo CA 94979 Pres, Dir, Treas 10.0 0 0 0 Ellie Patterson PO Box 580 San Anselmo CA 94979 Dir 1.0 0 0 0 William R Patterson PO Box 580 San Anselmo CA 94979 Sec, Dir 1.0 0 0 0 Hall Capital Partners LLC One Maritime Plaza 6th Floor San Francisco CA 94111 Investment Mgmt 357702 Generation IM Fund PLC GEORGES COURT 54-62 TOWNSEND STREE DUBLIN EI 2 L2 00000 Investment Mgmt 211838 Heather Blackie PO Box 575 Nicasio CA 94946 Philanthropic 94899 Foundation Source 55 Walls Drive Fairfield CT 06824 Administrative 85000 13491285 6145536 91250318 110887139 0 110887139 1663307 109223832 5461192 5461192 20410 20410 5440782 5440782 5440782 7577971 0 0 0 0 7577971 0 7577971 5440782 2018 2017 2016 2905376 2905376 7577971 5440782 2137189 5042565 0 5042565 2905376 2137189 Elizabeth R Patterson X ADVENTURERS AND SCIENTISTS FOR CONSERVATION PO BOX 1834 BOZEMAN MT 59771 N/A PC Project Seed Fund 300000 BAY AREA DISCOVERY MUSEUM 557 MCREYNOLDS RD SAUSALITO CA 94965 N/A PC BOLD: The Campaign for the Bay Area Discovery Museum, specifically for The Grove Outdoor Exhibit 400000 CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR GGP SAN FRANCISCO CA 94118 N/A PC Payments 1-4 - Patterson Scholars Endowment; Payment 5-Bridge Funding for the operations of the Institute of Biodiversity Science and Sustainability (IBSS) and support core science during FY21 1000000 CAREMESSAGE PO BOX 7307 SAN FRANCISCO CA 94120 N/A PC CareMessage 2019-2020 Growth Campaign 150000 CIVIL EATS 502 E COTATI AVE UNIT 7014 COTATI CA 94931 N/A PC General & Unrestricted 100000 CONSERVATION INTERNATIONAL FOUNDATION 2011 CRYSTAL DRIVE STE 600 ARLINGTON VA 22202 N/A PC Climate Resilient Communal Rangelands in South AfrICA 557306 DAILY ACTS ORGANIZATION PO BOX 293 PETALUMA CA 94953 N/A PC General & Unrestricted 250000 FIBERSHED PO BOX 221 SAN GERONIMO CA 94963 N/A PC Regional Textile Economies & Climate Beneficial Agriculture Systems 180000 MARIN AGRICULTURAL LAND TRUST PO BOX 809 PT REYES STA CA 94956 N/A PC Farmland Forever: Protect the Land that Sustains Us Project 1050000 MOVEMENT STRATEGY CENTER 436 14TH ST 5TH FL OAKLAND CA 94612 N/A PC CA BIPOC Farmer / Land Steward Relief Fund 90000 NPX CHARITABLE INC 3450 SACRAMENTO ST 217 SAN FRANCISCO CA 94118 N/A PC Bay Area Donor Impact Fund (DIF) 1000000 PEER HEALTH EXCHANGE INC 100 WEBSTER ST STE 300 OAKLAND CA 94607 N/A PC Peer Health Exchange: Relationship-Centered Program Model Development & Expansion Project 100000 PIE RANCH PO BOX 363 PESCADERO CA 94060 N/A PC PROPAGATE! Capital Growth Campaign-farmstand renovation 300000 POINT REYES BIRD OBSERVATORY 3820 CYPRESS DR STE 11 PETALUMA CA 94954 N/A PC Increasing the Pace and Scale of Climate-Smart Conservation 325000 SAVE THE REDWOODS LEAGUE 111 SUTTER ST 11TH FLOOR SAN FRANCISCO CA 94104 N/A PC Centennial Campaign, Redwoods Rising Project 250000 SUMMER SEARCH 304 12TH ST STE 4A OAKLAND CA 94607 N/A PC FY16-FY20 Bay Area General Operating Support 200000 SUMMER SEARCH 304 12TH ST STE 4A OAKLAND CA 94607 N/A PC FY16-FY20 National Office General Operating SupporT 200000 SUSTAINABLE CONSERVATION 98 BATTERY ST STE 302 SAN FRANCISCO CA 94111 N/A PC General & Unrestricted 150000 SUSTAINABLE ORGANIC INTEGRATED LIVELIHOODS 124 CHURCH RD SHERBURNE NY 13460 N/A PC EkoLakay: A Global Model for Safely Managed Sanitation in Urban Communities 100000 TEN STRANDS PO BOX 150869 SAN RAFAEL CA 94915 N/A PC Leveraging our leadership and management of California's Environmental Literacy Steering Committee to accelerate the rate that environmental literacy scales in California's public schools. 125000 THE CENTER FOR INVESTIGATIVE REPORTING INC 1400 65TH ST STE 200 EMERYVILLE CA 94608 N/A PC General Operating Support 250000 TRUST FOR CONSERVATION INNOVATION DBA MULITIPLIER 405 14TH ST STE 164 OAKLAND CA 94612 N/A PC Kitchen Table Advisors: Investing in the Next Generation of Regenerative Farms & Ranches 250000 7327306 14 37602 14 497141 525990 -178589 18 1324538 K-1 Inc/Loss 525990 -9256 14 346704 TAX REFUNDS 01 19749 INTEREST RELATED TO TAX REFUNDS 14 433 -187845 2226167 2038322 false false false false false false false false false false Audit Fees 38840 38840 Bookkeeping 15000 15000 PART I, LINE 6A PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,324,538 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $36,068 HUSTON TEXTILE, LLC GROSS SALES PRICE: $32,016 BOOK BASIS: $246,673 NET GAIN/(LOSS): $(214,657) TOTAL PART I, LINE 6A: $1,145,949 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $147,529 BOOK BASIS: NET GAIN/(LOSS): $147,529 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $320,534 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $2,211,838 BOOK BASIS: $1,355,363 NET GAIN/(LOSS): $856,475 Form 926 - Disclosure when information is missing or incomplete Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. 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NONE INVESTMENT CASH 100000 Investment Management Services 570701 570701 Philanthropic Consulting Srvcs 94899 94899 990-PF Estimated Tax for 2020 27900 990-T Estimated Tax for 2020 1130 990-T Extension for 2019 1000 IRS Miscellaneous Fee (990PF) 37 State Income Tax 2019 400