2020-07-08T13:42:16-05:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 580904580 Patterson Barclay Memorial Foundation Inc % Foundation Source PATT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JACK W ALLEN TREASURER 8008391754 2020-06-23 true Jeffrey D Haskell P01345770 8008391754 68.194.129.137 06391520201905000030 2020-07-08 P 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 2019 2021-04-22 16:20:28Z X 16136936 X 0 X 5658 5658 380453 380453 268698 1938954 268698 1104 1104 655913 655913 46000 46000 31500 31500 13929 13929 71495 71495 19138 6689 50822 384 50438 232884 78568 141867 600000 600000 832884 78568 741867 -176971 577345 494610 393854 393854 10891513 10815298 15743082 11386123 11209152 16136936 0 0 X 11386123 11209152 11386123 11209152 11386123 11209152 11386123 -176971 11209152 11209152 Publicly-traded Securities 1938954 1670256 268698 268698 268698 false 309141 13748063 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Wilmington DE 198091377 Trustee, EXECUTIVE DIR 10.0 46000 8000 0 Fidelity Investment 155 Congress St BOSTON MA 02110 Investment Mgmt 71495 Foundation Source 55 Walls Drive 3rd floor Fairfield CT 06824 Administrative 50408 14558930 422072 0 14981002 0 14981002 224715 14756287 737814 737814 5773 5773 732041 732041 732041 741867 0 0 0 0 741867 5773 736094 732041 625145 2017 2016 2015 741867 625145 116722 0 0 615319 0 0 NONE X BALD RIDGE LODGE INC 505 LAKELAND PLZ 302 CUMMING GA 30040 N/A PC General & Unrestricted 10000 BAYLOR HEALTH CARE SYSTEM FOUNDATION 3600 GASTON AVE STE 100 DALLAS TX 75246 N/A PC General & Unrestricted 25000 CHILD EVANGELISM FELLOWSHIP INC 2882 S OSCEOLA AVE ORLANDO FL 32806 N/A PC East Central Florida division 10000 FAMILIES OF CHILDREN UNDER STRESS INC 3825 PRESIDENTIAL PKWY STE 103 ATLANTA GA 30340 N/A PC General & Unrestricted 10000 FREEDOM ALLIANCE 22570 MARKEY CT DULLES VA 20166 N/A PC General & Unrestricted 20000 MURPHY-HARPST CHILDRENS CENTERS INC 740 FLETCHER ST CEDARTOWN GA 30125 N/A PC General & Unrestricted 20000 T Mosley 178 South Victoria Street Commerce GA 30529 NONE I Short-term Emergency Assistance Grant 5000 THE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATIO 18 BEE ST MSC 450 CHARLESTON SC 29425 N/A SO III FI Transplant Research Institute fund 500000 600000 14 5658 14 380453 18 268698 CLASS ACTION LAWSUIT PROCEEDS 01 1104 655913 655913 false false false false false false false false false false Frederick Jackson Allen *deceased in 2019 Laurell L Millirons *removed from foundation in 2019 3M CO 287964 236403 ABBVIE INC 292181 406399 ACCENTURE PLC 155672 395872 AMERICAN ELECTRIC POWER INC 320799 320389 AMERICAN EXPRESS CO 409570 591327 ASTRAZENECA 357731 490124 BLACKROCK INC 261681 437349 CARDINAL HEALTH INC 247247 165397 CHEVRON CORP 324853 365386 CHUBB LIMITED 208437 312877 COLGATE-PALMOLIVE COMPANY 287188 290505 GENUINE PARTS COMPANY 281364 346310 GLOBAL PAYMENTS INC 292574 450923 HOME DEPOT INC 331861 504458 HONEYWELL INTL 280961 493830 HUBBELL INCORPORATED 254103 326682 INTERNATIONAL BUSINESS MACHINE 322546 319015 JOHNSON & JOHNSON 289927 414271 JOHNSON CONTROLS INTERNATIONAL 259287 239375 M&T BANK CORP 326846 454930 MEDTRONIC PLC 367465 541156 MERCK & CO INC 310444 473850 METLIFE INC 221221 230384 MICROSOFT CORP 193458 1051070 NORTHERN TRUST CORPORATION 236140 361216 OMNICOM GROUP 254602 309496 PAYCHEX 192664 350447 PEOPLE'S UNITED FINANCIAL, INC 309237 321438 PHILIP MORRIS INTL 246021 208471 PROCTER GAMBLE CO 274891 502348 ROYAL DUTCH SHELL CL A 245683 277206 S&P GLOBAL INC COM 239541 608901 TEXAS INSTRUMENTS INC 246258 691482 THE COCA-COLA CO 294031 340403 TOTAL FINA ELF S.A 263751 257145 UNITED PARCEL SERVICE 313001 352351 UNITED TECHNOLOGIES CORP 227790 316443 VISA INC 289816 449081 WILLIS TOWERS WATSON PUBLIC LT 296492 538372 Administrative Fees 50408 50408 Bank Charges 384 384 State or Local Filing Fees 30 30 Class Action Lawsuit Proceeds 1104 1104 Investment Management Services 71495 71495 990-PF Estimated Tax for 2019 9100 990-PF Excise Tax for 2018 3349 Foreign Tax Paid 6689 6689