· Private foundation
William P & Suzanne W Patterson Family Foundation C/O Mariner Wealth Advisors
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 51% of WILLIAM P & SUZANNE W PATTERSON FAMILY FOUNDATION C/O MARINER WEALTH ADVISORS’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k29 grants · $53k
- $10k–50k1 grant · $13k
| Recipient | Amount |
|---|---|
| CAMPING & EDUCATION FOUNDATION | $12,500 |
| UNIVERSITY OF WISCONSIN FOUNDATION | $5,000 |
| WOODLAND CEMETERY & ABORETUM OF DAYTON | $3,000 |
| US SKI & SNOWBOARD TEAM FOUNDATION | $3,000 |
| RONALD MCDONALD HOUSE CHARITIES | $3,000 |
| DAYTON FOUNDATION | $3,000 |
| COLORADO PUBLIC RADIO | $3,000 |
| FOND BLANC FOUNDATION | $2,500 |
| OHIO'S HOSPICE FOUNDATION | $2,500 |
| THE NC LITTLE MEMORIAL HOSPICE | $2,500 |
| EAGLE VALLEY HUMANE SOCIETY | $2,000 |
| PHILLIPS EXETER ACADEMY | $2,000 |
| SPORTSMEN'S ALLIANCE FOUNDATION | $2,000 |
| PLANNED PARENTHOOD | $2,000 |
| ROUNDUP RIVER RANCH | $2,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY20–25) land where the poverty rate runs at 12%, against an area that typically sits at 8%. 82% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +39% since the first grant, against +38% for the ones you funded once.
38 repeat relationships — 27 still active in FY2025, 11 since wound down; 2 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 94% of grant dollars renewed an existing relationship; $4k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- CACAMPING AND EDUCATION FOUNDATION6× · 2020–2025 · $65k · revenue +152%
- UOUNIVERSITY OF WISCONSIN FOUNDATION6× · 2020–2025 · $22k · revenue +29%
PHILLIPS EXETER ACADEMY6× · 2020–2025 · $16k · revenue +48%
Funded once
- YUYALE UNIVERSITYone grant, 2020 · $1k
Friends of Mountain Rescue Incgraduatedone grant, 2020 · $1k · revenue +38%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.
Since 1890, whitworth has held fast to its founding mission of providing "an education of mind and heart" through rigorous intellectual inquiry guided by dedicated christian scholars.
Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…
Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship
Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.
Ceu is committed to promoting the values of open society and self-reflective critical thinking. it aims at excellence in the mastery of established knowledge, courage to pursue the creation of new knowledge in the humanities, the social…
Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…
Education and Research
The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…
Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)
Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.
Hillsdale college is a private liberal arts college with approximately 1,500 students. founded in 1844, the college remains, in the words of its articles of association, "grateful to god for the inestimable blessings resulting from the…
For reference, the grantee most central to the portfolio’s shape is Ethel Walker School Inc and the most unlike its peers is The Cameron and Hayden Lord Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 53 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
28 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 28 of the 43 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds CAMPING AND EDUCATION FOUNDATION ↗
- Who funds UNIVERSITY OF WISCONSIN FOUNDATION ↗
- Who funds PHILLIPS EXETER ACADEMY ↗
- Who funds FOND BLANC FOUNDATION ↗
- Who funds THE DAYTON FOUNDATION ↗
- Who funds WOODLAND CEMETERY ASSN ↗
- Who funds PUBLIC BROADCASTING OF COLORADO INC ↗
- Who funds OHIO'S HOSPICE FOUNDATION ↗
- Who funds N C LITTLE MEMORIAL HOSPICE INC ↗
- Who funds GOUCHER COLLEGE ↗
- Who funds WISCONSIN PUBLIC RADIO ASSOCIATION INC ↗
- Who funds EAGLE VALLEY HUMANE SOCIETY A NONPROFIT CORPORATION ↗
- Who funds THE BLAKE SCHOOL ↗
- Who funds NORTHWOODS LAND TRUST INC ↗
- Who funds ROUNDUP RIVER RANCH ↗
- Who funds VASSAR COLLEGE ↗
- Who funds ETHEL WALKER SCHOOL INC ↗
- Who funds Animal Humane Society ↗
- Who funds THE UNITED STATES SPORTSMEN'S ALLIANCE FOUNDATION INC ↗
- Who funds AMERICAN FOUNDATION FOR THE BLIND INC ↗
- Who funds FRIENDS OF THE FIFIELD FIREFIGHTERS INC ↗
- Who funds THE CAMERON AND HAYDEN LORD FOUNDATION ↗
- Who funds THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC ↗
- Who funds International Rescue Committee INC ↗
- Who funds Greater Dayton Public Television dba Think TV ↗
- Who funds BENTLEY UNIVERSITY ↗
- Who funds Friends of Mountain Rescue Inc ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: National Philanthropic Trust · Vanguard Charitable Endowment Program · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization William P & Suzanne W Patterson Family Foundation C/O Mariner Wealth Advisors funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Bentley University — 1% of income from government
- Goucher College — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to William P & Suzanne W Patterson Family Foundation C/O Mariner Wealth Advisors?
Find your warmest path to William P & Suzanne W Patterson Family Foundation C/O Mariner Wealth Advisors through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.