2020-01-27T08:44:33-06:00 2019-09-30 581794921 HLM ACCOUNTING & TAX INC 160 CLAIREMONT AVE STE 360 DECATUR GA 30030 990PF 2018-10-01 581820403 PATRICK FAMILY FOUNDATION INC PATR 4046878999 PO BOX 1048 DECATUR GA 30031 HILDA B PATRICK SEC./TREAS. 4046878999 2019-11-19 true MERCEDES M PASQUALETTI EA P01495977 4048361120 2020-01-27 2018 2022-09-23 18:48:47Z X 5494525 X X 160401 160401 64251 1027079 224652 160401 4000 40497 3164 528 48189 0 0 276000 14500 324189 0 14500 -99537 160401 15237 13079 13079 227019 194534 194534 2367526 2248353 2980554 1291870 1440325 1490258 831833 736798 816100 4733485 4633089 5494525 0 X 4733485 4633089 4733485 4633089 4733485 4633089 4733485 -99537 4633948 859 4633089 false 270000 5569512 0.048478 250000 5389487 0.046387 267643 5025810 0.053254 265459 5465796 0.048567 266845 5602415 0.047630 0.244316 0.048863 5431970 265422 1604 267026 14500 3208 3208 3208 2831 2831 X 7 384 false false false false false false false true true GA true false false false false true N/A HILDA B PATRICK 4046878999 417 CLAIREMONT AVENUE 305 DECATUR GA 30030 false false false false false false false true 2017 true false false false false false false false false false false false false DOROTHEA P SMITH 13 LONG MARSH LANE HILTON HEAD ISLAND SC 29928 PRESIDENT 000.00 0 0 0 JOSEPH E PATRICK JR 417 CLAIREMONT AVENUE 305 DECATUR GA 30030 FIRST V.P. 000.00 0 0 0 WILLIAM L SMITH IV 13 LONG MARSH LANE HILTON HEAD ISLAND SC 29928 SECOND V.P. 000.00 0 0 0 HILDA B PATRICK 417 CLAIREMONT AVENUE 305 DECATUR GA 30030 SEC./TREAS. 000.00 0 0 0 NONE NONE N/A 5314498 200192 0 5514690 5514690 82720 5431970 271599 271599 3208 3208 268391 268391 268391 14500 14500 14500 268391 269567 14500 14500 255067 268391 HILDA B PATRICK PO BOX 1048 DECATUR GA 30031 4046878999 PROPOSALS SHOULD INCLUDE THE FOLLOWING: 1) BRIEF DESCRIPTION OF THE ORGANIZATION AND PROGRAM IN NEED, 2) NAMES OF ORGANIZATION'S OFFICERS, 3) AMOUNT REQUESTED AND OTHER EXPECTED SOURCES OF SUPPORT, 4) A COPY OF THE IRS EXEMPTION LETTER. THE BOARD OF DIRECTORS WILL CONSIDER GRANT REQUESTS TWICE EACH YEAR AT WINTER AND SUMMER MEETINGS. THE PRIMARY EMPHASIS OF THE FOUNDATION IS THE SUPPORT OF INSTITUTIONS OF THE PRESBYTERIAN CHURCH (USA), WITH A SECONDARY FOCUS ON THE CAPITAL EXPENDITURES OF LOCAL CHARITIES IN THE COMMUNITIES OF THE DIRECTORS. GRANTS WILL NOT NORMALLY BE MADE TO PRIVATE, PRIMARY, OR SECONDARY SCHOOLS, OR DIRECTLY TO NATIONAL ORGANIZATIONS. A WRITTEN FOLLOW-UP REPORT ON THE USE OF EACH GRANT IS EXPECTED. AGAPE COMMUNITY CENTER 2353 BOLTON ROAD NW ATLANTA GA 30318 OPERATING BUDGET 2000 ATLANTA SPEECH SCHOOL 3160 NORTHSIDE PKWY NW ATLANTA GA 30327 PUBLIC ANNUAL FUND 3500 CLEMSON UNIVERSITY 110 DANIEL DRIVE CLEMSON SC 29631 PUBLIC CAREER SERVICES 20000 COLUMBIA THEOLOGICAL SEMINARY PO BOX 520 DECATUR GA 30031 PUBLIC JOSEPH & GERALDINE PATRICK SCHOLARSH 1000 COMMUNITY CARE CLINIC OF HIGHLANDS PO BOX 43 HIGHLANDS NC 28741 PUBLIC OPERATING BUDGET 5000 COMMUNITY FOUNDATION FOR WESTERN NC 4 VANDERBILT PARK DR ASHEVILLE NC 28803 HIGHLANDS FUND 1000 COMMUNITY FOUNDATION OF GRTR ATL 191 PEACHTREE ST NE SUITE 1000 ATLANTA GA 30303 NEWTON BIG HEART AWARD 2000 DECATUR EDUCATION FOUNDATION 500 SOUTH COLUMBIA DR DECATUR GA 30030 PUBLIC PATRICK FAMILY SCHOLARSHIP 24000 EAST LAKE FOUNDATION 2606 ALSTON DRIVE SE ATLANTA GA 30317 PUBLIC SHELTERING ARMS CENTER 6000 FIRST PRESBYTERIAN CHURCH PO BOX 1150 HIGHLANDS NC 28741 PUBLIC GENERAL BUDGET 12000 FIRST PRESBYTERIAN CHURCH 1169 CLARK STREET COVINGTON GA 30014 PUBLIC OPERATING BUDGET 5000 FRIENDSHIP TRAYS OF CHARLOTTE 2401-A DISTRIBUTION ST CHARLOTTE NC 28203 PUBLIC MEAL PREPARATION 2000 GLOBAL VILLAGE PROJECT PO BOX 1548 DECATUR GA 30031 PUBLIC OPERATING EXPENSES 5000 HARRIS YMCA OF CHARLOTTE 5900 QUAIL HOLLOW ROAD CHARLOTTE NC 28210 PUBLIC CHILDREN'S SWIM PROGRAM 3000 HIGH MUSEUM OF ART 1280 PEACHTREE ST NE ATLANTA GA 30309 PUBLIC PHOTOGRAPHY TRAVEL BUDGET 8500 HIGHLANDS COMM CHILD DEV CTR PO BOX 648 HIGHLANDS NC 28741 PUBLIC ANNUAL FUND 8000 HIGHLANDS-CASHIERS LAND TRUST PO BOX 1703 HIGHLANDS NC 28741 PUBLIC OPERATING BUDGET 5000 HILTON HEAD ISLAND SEA TURTLE PROTE PO BOX 23434 HILTON HEAD ISLAND SC 29925 BEACH OPERATIONS 5000 HUDSON LIBRARY PO BOX 430 HIGHLANDS NC 28741 PUBLIC ANNUAL FUND 8000 MARTIN LIPSCOMB PERFORMING ARTS CTR PO BOX 296 HIGHLANDS NC 28741 CAPITAL CAMPAIGN 7000 NATIONAL TAY SACHS 2001 BEACON STREET SUITE 204 BOSTON MA 02135 BURYK FUND 2000 NORTHWOOD SCHOOL 92 NORTHWOOD ROAD LAKE PLACID NY 12946 FACILITY ENHANCEMENT 10000 OUR HOUSE INC 173 BOULEVARD NORTHEAST ATLANTA GA 30312 PUBLIC OPERATING BUDGET 3000 PACE ACADEMY 966 WEST PACES FERRY RD ATLANTA GA 30327 PUBLIC ANNUAL FUND 6000 PRESBYTERIAN COLLEGE 503 SOUTH BROAD ST CLINTON SC 29325 PUBLIC PATRICK SCHOLARSHIP 11000 PRESBYTERIAN HOMES OF GEORGIA PO BOX 957267 DULUTH GA 30095 PUBLIC CARING HANDS FUND 5000 PRINCETON UNIVERSITY 330 ALEXANDER STREET THE HELM BUILDING PRINCETON NJ 08540 ANNUAL FUND 2000 ST ANDREW'S SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23320 PUBLIC NUTRITION INITIATIVE 8000 ST CHRISTOPHER'S SCHOOL 711 ST CHRISTOPHERS RD RICHMOND VA 23226 PUBLIC GENERAL SCHOLARSHIP FUND 4000 ST STEPHEN'S EPISCOPAL CHURCH 220 WEST FOURTH ST EAST LIVERPOOL OH 43920 PUBLIC MAINTENANCE & REPAIR FUND 8000 TABERNACLE CHURCH CHILD CARE 1925 GROVE AVENUE RICHMOND VA 23320 THRIFT SCHOLARSHIP FUND 4000 TEAM MOJO FOUNDATION PO BOX 44 EAST LIVERPOOL OH 43920 PUBLIC FINANCIAL AID GRANTS 1000 THE FIRST TEE OF CHARLOTTE 2661 BARRINGER DR CHARLOTTE NC 28208 PUBLIC SCHOLARSHIPS 2000 THE KYLE PEASE FOUNDATION INC 2566 SHALLOWFORD ROAD SUITE 104 319 ATLANTA GA 30345 AID TO THE DISABLED 2000 THE LITERACY COUNCIL OF HIGHLANDS 348 SOUTH FIFTH STREET HIGHLANDS NC 28741 PUBLIC IMAGINATION LIBRARY 8000 THE NATURE CONSERVANCY- GA CH 100 PEACHTREE ST NW SUITE 2250 ATLANTA GA 30303 PUBLIC CAPITAL CAMPAIGN 6500 THE PEDDIE SCHOOL 201 SOUTH MAIN ST PO BOX A HIGHTSTOWN NJ 08520 PUBLIC FEDDIE FUND 1000 THE UNIVERSITY OF THE SOUTH 735 UNIVERSITY AVE SEWANEE TN 373831000 PUBLIC ANNUAL FUND 9500 THE WESTMINSTER SCHOOL 1424 WEST PACES FERRY RD ATLANTA GA 30327 ANNUAL FUND 3500 THE WYLDE CENTER 435 OAKVIEW ROAD DECATUR GA 30030 PUBLIC CO-OP W CITY SCHOOLS OF DECATUR 3000 TOCO HILLS COMMUNITY MINISTRY 1790 LAVISTA ROAD NE ATLANTA GA 303293604 FOOD PANTRY 1500 UNIVERSITY OF GEORGIA 1234 SOUTH LUMPKIN STREET ATHENS GA 30602 PUBLIC MARINE EDU CTR AND AQUARIUM 23000 VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 372407727 PUBLIC ANNUAL FUND 5000 WASHINGTON AND LEE UNIVERSITY 204 W WASHINGTON ST LEXINGTON VA 24450 PUBLIC ANNUAL FUND 3500 BLUE MONARCH PO BOX 1207 MONTEAGLE TN 37356 OPERATING BUDGET 3500 FAMILY HERITAGE FOUNDATION 3895 CHURCH STREET CLARKSTON GA 30021 AID TO REFUGEE FAMILIES 3000 HIGHLANDS-CASHIERS CHAMBER PO BOX 1702 HIGHLANDS NC 28741 OPERATING BUDGET 1000 WOODLANDS GARDEN PO BOX 27 DECATUR GA 30031 OPERATING BUDGET 2000 COMMUNITY FOUNDATION OF LOW COUNTRY PO BOX 23019 HILTON HEAD ISLAND SC 299253019 OPERATING BUDGET 1000 276000 14 160401 64251 160401 64251 224652 false false false false false false false false false false HLM FINANCIAL GROUP TAX PREP 4000 ALEXION 2017-05 PURCHASE 2019-08 19049 22760 -3711 ALPHABET 2015-01 PURCHASE 2019-08 29246 12227 17019 CELGENE CORP 2010-12 PURCHASE 2019-08 32573 9666 22907 CISCO 2010-11 PURCHASE 2019-03 55356 21038 34318 COCA COLA 2002-02 PURCHASE 2019-08 32816 14106 18710 COCA COLA 2002-11 PURCHASE 2019-08 21878 9162 12716 DOLLAR GENERAL 2017-01 PURCHASE 2018-11 23296 14486 8810 DOLLAR GENERAL 2017-01 PURCHASE 2019-05 9373 5432 3941 DOLLAR GENERAL 2017-01 PURCHASE 2019-01 8641 5432 3209 INVESCO 2016-06 PURCHASE 2019-03 34816 50473 -15657 JB HUNT 2017-08 PURCHASE 2019-09 30922 25101 5821 JB HUNT 2017-07 PURCHASE 2019-08 30456 27570 2886 JB HUNT 2017-08 PURCHASE 2019-08 2538 2282 256 KAYNE 2016-03 PURCHASE 2019-08 13534 11859 1675 KAYNE 2012-06 PURCHASE 2019-08 10150 15723 -5573 MERCK 2017-01 PURCHASE 2019-01 16558 13908 2650 MICROSOFT 2004-09 PURCHASE 2019-08 10130 2059 8071 MOLSON COORS 2018-02 PURCHASE 2019-09 35140 53173 -18033 MONDELEZ 2013-06 PURCHASE 2019-08 6894 3627 3267 MRC GLOBAL 2014-05 PURCHASE 2019-01 4609 8510 -3901 NEWELL 2018-03 PURCHASE 2019-04 11687 22254 -10567 NEWELL 2018-03 PURCHASE 2019-04 10999 22890 -11891 NOBLE ENERGY 2017-09 PURCHASE 2019-09 10924 13961 -3037 NOBLE ENERGY 2016-06 PURCHASE 2019-09 9285 15089 -5804 NOBLE ENERGY 2017-01 PURCHASE 2019-09 8739 15853 -7114 NOBLE ENERGY 2013-07 PURCHASE 2019-09 6008 17177 -11169 ORACLE 2007-11 PURCHASE 2019-08 14706 5382 9324 OUTFRONT 2016-06 PURCHASE 2019-05 19645 17584 2061 SCHLUMBERGER 2011-08 PURCHASE 2019-09 6301 14828 -8527 SCHLUMBERGER 2012-11 PURCHASE 2019-09 7876 17034 -9158 SCHLUMBERGER 2017-01 PURCHASE 2019-09 5513 14679 -9166 US BANCORP 2010-08 PURCHASE 2019-08 37647 13968 23679 VERIZON 2014-08 PURCHASE 2019-08 35982 31873 4109 WABCO HOLDINGS 2012-05 PURCHASE 2019-08 39719 15261 24458 CELGENE CORP 2018-10 PURCHASE 2019-08 32573 26606 5967 ECOLAB INC 2018-10 PURCHASE 2019-08 9982 7323 2659 UNITED CAPITAL PURCHASE 94986 109039 -14053 UNITED CAPITAL PURCHASE 37 34 3 CORTEVA INC 2015-05 PURCHASE 2019-06 17 18 -1 DUPONT 2015-05 PURCHASE 2019-06 48 49 -1 BLACKROCK PURCHASE 132663 141293 -8630 JP MORGAN PURCHASE 103767 112039 -8272 ZWJ - SCHWAB 1109269 1142919 UNITED CAPITAL - SCHWAB 331056 347339 SCHWAB - ZWJ 1250369 1677925 UNITED CAPITAL - SCHWAB 997984 1302629 ETF INVESTMENTS - UNITED CAPITAL FMV 736798 816100 PRIOR YEAR ADJUSTMENT 859 EXPENSES POSTAGE AND SHIPPING 9 USPS PO BOX RENTAL 454 STAMPS 50 WIRE TRANSFER FEE 15 INVESTMENT MANAGEMENT FEES 40497 ANNUAL CORPORATE REGISTRATION 30 FOREIGN TAXES PAID 303 EXCISE TAX 2831