2011-05-11T11:04:40-00:00 2010-12-31 Foundation Source 55 Walls Drive Fairfield CT 06824 990PF 2010-01-01 580904580 Patterson Barclay Memorial Foundation Inc PATT 8008391754 c/o Foundation Source 501 Silversid Wilmington DE 198091377 Laurell L Allen 2011-05-11 false Jeffrey D Haskell 8008391754 2011-05-11 2010 2016-02-24 21:20:13Z X 10778259 X X 15 15 318585 318585 313208 716029 313208 631808 631808 80441 80441 20545 20545 103131 93161 9970 2000 228 228 3125 3125 38338 105 38233 247808 93266 152542 300500 300500 548308 93266 453042 83500 538542 1823865 1820233 1820233 8659249 8746381 8958026 10483114 10566614 10778259 0 X 10483114 10566614 10483114 10566614 10483114 10566614 10483114 83500 10566614 10566614 Publicly-traded Securities 716029 402821 313208 313208 313208 false 515838 9270036 000.055646 267089 11281968 000.023674 401937 13102155 000.030677 591800 11967557 000.049450 578859 11442352 000.050589 000.210036 000.042007 10026992 421204 5385 426589 453042 X 5385 5385 5385 4498 4498 4498 X 887 false false false false false false false true true true false false false false true co Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false true Laurell L Allen c/o Foundation Source 501 Silversid Wilmington DE 19809 040.00 80441 8391 Lee Allen c/o Foundation Source 501 Silversid Wilmington DE 19809 001.00 0 Jack Allen c/o Foundation Source 501 Silversid Wilmington DE 19809 001.00 0 Hugh Allen c/o Foundation Source 501 Silversid Wilmington DE 19809 001.00 0 Oppenheimer & Co Inc 125 Broad Street New York NY 10004 Investment Management Services 93160 Help charities create videos, websites and other marketing tools to promote their purposes, needs and successes and reasons to engage. 7972 8505917 1673770 0 10179687 10179687 152695 10026992 501350 501350 5385 5385 495965 495965 495965 453042 453042 5385 447657 495965 450937 453042 450937 2105 493860 NONE X ABBA HOUSE INC 6800 DAHLONEGA HWY CUMMING GA 30028 N/A 509(a)(1) General Unrestricted 5000 ALLPOINTS COMMUNITY CHURCH INC 120 MIDDLEBROOKE CT CANTON GA 30115 N/A 509(a)(1) General Unrestricted 5000 ALPHA TAU OMEGA FOUNDATION 32 E WASHINGTON ST STE 1350 INDIANAPOLIS IN 46204 N/A 509(a)(1) Alpha Zeta Educational Endowment Scholarship 10000 APPALACHIAN STATE UNIVERSITY BOX 32007 BOONE NC 28608 N/A 509(a)(1) Jack and Julie Allen Scholarship 20000 ASSOCIATION OF SMALL FOUNDATIONS 1720 N ST NW WASHINGTON DC 20036 N/A 509(a)(2) General Unrestricted 1000 ATLANTA COMMUNITY FOOD BANK INC 732 JOSEPH E LOWERY BLVD NW ATLANTA GA 30318 N/A 509(a)(1) General Unrestricted 20000 ATLANTA YOUTH ACADEMIES INC PO BOX 18237 ATLANTA GA 30316 N/A 509(a)(1) General Unrestricted 10000 BALD RIDGE LODGE INC 562 LAKELAND PLZ 302 CUMMING GA 30040 N/A 509(a)(1) General Unrestricted 5000 CASA OF FORSYTH COUNTY INC 875 LANIER 400 PKWY STE 7 CUMMING GA 30040 N/A 509(a)(1) General Unrestricted 5000 CHILDRENS CANCER RECOVERY FOUNDATIO PO BOX 238 HERSHEY PA 17033 N/A 509(a)(1) General Unrestricted 2500 CHILDRENS CANCER RECOVERY FOUNDATIO PO BOX 238 HERSHEY PA 17033 N/A 509(a)(1) Atlanta Georgia Division 2500 COAL MOUNTAIN BAPTIST CHURCH 3220 DAHLONEGA HWY CUMMING GA 30040 N/A 509(a)(1) Preschool Program 5000 CROSSBRIDGE FAMILY MINISTRIES INC 1177 GREGORIE FERRY RD MOUNT PLEASANT SC 29466 N/A 509(a)(1) General Unrestricted 5000 CUMMING FIRST UNITED METHODIST CHUR 770 CANTON HWY CUMMING GA 30028 N/A 509(a)(1) Arts Program 5000 FAMILIES OF CHILDREN UNDER STRESS I 3825 PRESIDENTIAL PKWY STE 103 ATLANTA GA 30340 N/A 509(a)(1) General Unrestricted 10000 FIRST BAPTIST CUMMING 1597 SAWNEE DR CUMMING GA 30040 N/A 509(a)(1) General Unrestricted 5000 FORSYTH COUNTY FAMILY HAVEN INCORPO PO BOX 1160 CUMMING GA 30028 N/A 509(a)(1) General Unrestricted 5000 FREEDOM ALLIANCE 22570 MARKEY CT STE 240 DULLES VA 20166 N/A 509(a)(1) Scholarships and Troop Appreciation in GA Program 10000 FREEDOM ALLIANCE 22570 MARKEY CT STE 240 DULLES VA 20166 N/A 509(a)(1) The Children in Georgia Scholarship 10000 GEORGIA FESTIVAL CHORUS INC THE PO BOX 965325 MARIETTA GA 30066 N/A 509(a)(1) General Unrestricted 1000 HIGHTOWER BAPTIST ASSOCIATION 5975 PKWY N BLVD STE A CUMMING GA 30040 N/A 509(a)(1) General Unrestricted 10000 JESSE'S HOUSE INC PO BOX 66 CUMMING GA 30028 N/A 509(a)(1) General Unrestricted 5000 JOHNS CREEK BAPTIST CHURCH 6910 MCGINNIS FERRY RD ALPHARETTA GA 30005 N/A 509(a)(1) Water purification in Haiti Project 7000 LAGRANGE COLLEGE 601 BROAD ST LAGRANGE GA 30240 N/A 509(a)(1) Laurell Allen Scholarship 5000 LIGHTHOUSE CHURCH 1177 GREGORIE FERRY RD MT PLEASANT SC 29466 N/A 509(a)(1) Preschool Scholarship 3000 LUTHERAN SERVICES OF GEORGIA INC 1330 W PEACHTREE ST NW STE 300 ATLANTA GA 30309 N/A 509(a)(1) ELCA Volunteer Suicide Prevention Ministry Project 5000 MENTOR ME - NORTH GEORGIA INC 210 DAHLONEGA ST STE 203 CUMMING GA 30040 N/A 509(a)(1) General Unrestricted 5000 MURPHY-HARPST CHILDRENS CENTERS INC 740 FLETCHER ST CEDARTOWN GA 30125 N/A 509(a)(1) General Unrestricted 20000 PARKVIEW BAPTIST CHURCH 5435 BELLE TERRE PKWY Palm Coast FL 32137 N/A 509(a)(1) General Unrestricted 5000 PARKVIEW BAPTIST CHURCH 5435 BELLE TERRE PKWY Palm Coast FL 32137 N/A 509(a)(1) To sponsor a member of the church to attend the mission trip to Cambodia 3000 PHI MU FOUNDATION 400 WESTPARK DR PEACHTREE CITY GA 30269 N/A 509(a)(1) Laurell Allen / Kappa Phi Scholarship 5000 PKD FOUNDATION 8330 WARD PKWY STE 510 KANSAS CITY MO 64114 N/A 509(a)(1) PKD Foundation Research Program 20000 PLACE OF FORSYTH COUNTY INC 2550 THE PL CIR CUMMING GA 30040 N/A 509(a)(1) General Unrestricted 5000 SAINTS RAPHAEL NICHOLAS IRENE GR 3074 BETHELVIEW RD CUMMING GA 30040 N/A 509(a)(1) General Unrestricted 2000 SHRINERS HOSPITALS FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 N/A 509(a)(1) General Unrestricted 5000 SOUTHCREST BAPTIST CHURCH INC 365 WALT SANDERS MEMORIAL DR NEWNAN GA 30265 N/A 509(a)(1) General Unrestricted 1000 SUSAN G KOMEN BREAST CANCER FOUNDAT 5005 LBJ FWY STE 250 DALLAS TX 75244 N/A 509(a)(2) Charitable Event 2500 THE CORPORATION OF MERCER UNIVERSIT 1400 COLEMAN AVE MACON GA 31207 N/A 509(a)(1) Mercer University Press Division 5000 THE EMPTY STOCKING FUND INC 1975 CENTURY BLVD NE STE 16 ATLANTA GA 30345 N/A 509(a)(1) General Unrestricted 5000 THE ROTARY FOUNDATION OF ROTARY INT PO BOX 2046 GEORGETOWN SC 29442 N/A 509(a)(1) South Forsyth Club, District 6910 Division 5000 The Salvation Army Metro Area Comma 1190 W DRUID HILLS DRSTE 150 ATLANTA GA 30329 N/A 509(a)(1) Red Shield Services Division 10000 The Salvation Army Metro Area Comma 1190 W DRUID HILLS DRSTE 150 ATLANTA GA 30329 N/A 509(a)(1) Red Shield Shelter Program 20000 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A 509(a)(1) XR-104 Division 5000 300500 14 15 14 318585 18 313208 631808 631808 false false false false false false false false false false 15925 shares of ALTRIA GROUP INC MO 188820 392074 23364 shares of ATT CORP COM T 579268 686434 8356 shares of BECTON DICKINSON CO BDX 325626 706248 16715 shares of BRISTOL-MYERS SQUIBB CO BMY 559509 442613 12500 shares of CHESAPEAKE ENERGY CORPORATION CHK 297456 323875 3848 shares of CHEVRONTEXACO CORP CVX 151160 351130 16640 shares of CISCO SYSTEMS INC CSCO 347676 336627 28895 shares of DUKE ENERGY CO DUK 604693 514620 26995 shares of EL PASO CORPORATION EP 856445 371451 11315 shares of ELI LILLY CO LLY 585760 396478 6305 shares of EXXON MOBIL CORP XOM 227029 461022 10595 shares of HEWLETT PACKARD CO HPQ 280604 446050 19690 shares of HOME DEPOT INC. HD 611931 690331 25460 shares of INTEL CORP INTC 637808 535424 18315 shares of MICROSOFT CORPORATION MSFT 502619 511172 27095 shares of PFIZER INC. PFE 913721 474433 7400 shares of PHILIP MORRIS INTL PM 169509 433122 13395 shares of VERIZON COMMUNICATIONS VZ 422395 479273 17225 shares of XCEL ENERGY INC XEL 484352 405649 Administrative Fees 36385 36385 Bank Charge 105 105 Equipment purchase and maintenance 270 270 Office Supplies 229 229 Internet Service 304 304 Payroll Processing Fees Via Payroll 728 728 Postage fees 317 317 Cost of temporary help, training and recruiting 4950 4950 Investment Management Services 93161 93161 Direct Charitable Activity - Video Production Project 5020 5020 Estimated tax for 2010 2000 0 0 0