Patterson Barclay Memorial Foundation Inc
EIN 580904580Total Given 2016–2023
$7.0M
84 grants · $872K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $5K–$25K
grant size
24%
balanced · 11/45 multi-year
repeat
$13.8M
Assets (2023)
45
Distinct Recipients
About
Investment Management Services
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 839-1754
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $1.1M | $12.4M | $413K | 15 |
| 2017 | $110K | $13.9M | $539K | 8 |
| 2018 | $176K | $13.1M | $717K | 13 |
| 2019 | N/A | $16.1M | $656K | N/A |
| 2020 | $4.0M | $12.5M | $288K | 10 |
| 2021 | $611K | $14.8M | $6.7M | 10 |
| 2022 | $375K | $12.3M | $304K | 17 |
| 2023 | $539K | $13.8M | $223K | 11 |
Grant Size Distribution
Based on 84 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$20K
Average
$83K
75th Pctl
$25K
Maximum
$3.4M
Geographic Distribution
Officers & Directors
DA
Daniel Patterson Allen
8+ yrs
Dir, Trustee, Vice Chairperson
Leadership
HA
Hugh Allen
8+ yrs
Trustee, Chairman
Leadership
JA
Jack W Allen
8+ yrs
Trustee, Sec, Treasurer
Leadership
HA
Hugh Allen
8+ yrs
Trustee, Chairman
Leadership
DA
Daniel Patterson Allen
8+ yrs
Dir, Trustee, Vice Chairperson
Leadership
JA
Jack W Allen
8+ yrs
Trustee, Sec, Treasurer
Leadership
HA
Hugh Allen
8+ yrs
Trustee, Chairman
Leadership
DA
Daniel Patterson Allen
8+ yrs
Dir, Trustee, Vice Chairperson
Leadership
JA
Jack W Allen
8+ yrs
Trustee, Sec, Treasurer
Leadership
HA
Hugh Allen
8+ yrs
Trustee, Chairman
Leadership
DA
Daniel Patterson Allen
8+ yrs
Dir, Trustee, Vice Chairperson
Leadership
JA
Jack W Allen
8+ yrs
Trustee, Sec, Treasurer
Leadership
DA
Daniel Patterson Allen
8+ yrs
Dir, Trustee, Vice Chairperson
Leadership
HA
Hugh Allen
8+ yrs
Trustee, Chairman
Leadership
JA
Jack W Allen
8+ yrs
Trustee, Sec, Treasurer
Leadership
LM
Laurell L Millirons
4 yrs
Trustee, EXECUTIVE DIR
FA
Frederick Jackson Allen
4 yrs
Dir, Trustee
DA
Daniel Patterson Allen
8+ yrs
Dir, Trustee, Vice Chairperson
Leadership
HA
Hugh Allen
8+ yrs
Trustee, Chairman
Leadership
JA
Jack W Allen
8+ yrs
Trustee, Sec, Treasurer
Leadership
LM
Laurell L Millirons
4 yrs
Trustee, Executive Dir
FA
Frederick Jackson Allen
4 yrs
Dir, Trustee
DA
Daniel Patterson Allen
8+ yrs
Dir, Trustee, Vice Chairperson
Leadership
HA
Hugh Allen
8+ yrs
Trustee, Chairman
Leadership
JA
Jack W Allen
8+ yrs
Trustee, Sec, Treasurer
Leadership
FA
Frederick Jackson Allen
4 yrs
Dir, Trustee
LM
Laurell L Millirons
4 yrs
Trustee, executive dir
DA
Daniel Patterson Allen
8+ yrs
Vice Chairperson / Dir / TTEE
Leadership
HA
Hugh Allen
8+ yrs
Chairman / Trustee
Leadership
JA
Jack W Allen
8+ yrs
Sec / Treasurer / Trustee
Leadership
FA
Frederick Jackson Allen
4 yrs
Dir / Trustee
LM
Laurell L Millirons
4 yrs
Executive Dir / Trustee
Grants Awarded (84 total)
| Purpose | ||||
|---|---|---|---|---|
| Dja Foundation | Wilmington, DE | $3,410,393 | Expenditure Responsibility Grant (see general explanation) | 2020 |
| The Medical University of South Carolina Foundatio | Charleston, SC | $500,000 | Transplant Resarch Institute | 2020 |
| The Medical University of South Carolina Foundatio | Charleston, SC | $500,000 | Transplant Research Institute | 2021 |
| University of California San Francisco Foundation | San Francisco, CA | $500,000 | Lee Patterson Allen Hemofilter Trials Project | 2016 |
| The Medical University of South Carolina Foundatio | Charleston, SC | $471,000 | naming of the research laboratory in memory of Lee Patterson Allen and funding the Preservation Solution and Renal... | 2016 |
| Creative Enterprises Inc | Lawrenceville, GA | $200,000 | Forsyth County Division | 2023 |
| Appalachian State University | Boone, NC | $100,000 | The Jack and Julie Allen Scholarship Fund | 2022 |
| Appalachian State University | Boone, NC | $72,000 | Jack and Julie Allen Scholarship Fund | 2023 |
| Freedom Alliance | Winchester, VA | $60,000 | Scholarship Fund and to Support our troops | 2023 |
| Awakening Fires Ministry Inc | Macon, GA | $60,000 | General & Unrestricted | 2022 |
| Emerson Rose Heart Foundation | Clemson, SC | $50,000 | CHD Family Support fund | 2023 |
| Lighthouse Church | Mount Pleasant, SC | $47,000 | General & Unrestricted | 2023 |
| Dja Foundation | Wilmington, DE | $42,710 | EXPENDITURE RESPONSIBILITY | 2020 |
| Appalachian State University | Boone, NC | $30,000 | Jack and Julie Allen Scholarship Fund | 2020 |
| Lighthouse Church | Mount Pleasant, SC | $30,000 | General & Unrestricted | 2022 |
| Lighthouse Church | Mount Pleasant, SC | $30,000 | Capital improvements to continue services | 2022 |
| Appalachian State University | Boone, NC | $25,000 | Jack and Julie Allen Scholarship Fund | 2021 |
| Colquitt Miller Arts Council Inc | Colquitt, GA | $25,000 | General & Unrestricted | 2023 |
| Phi Mu Foundation | Peachtree City, GA | $25,000 | Kappa Phi Scholarship Fund | 2016 |
| Pkd Foundation | Kansas City, MO | $25,000 | PKD Summit on Total Kidney Volume Project | 2016 |
| The Extension Inc | Marietta, GA | $25,000 | Building Solutions Capital Campaign | 2022 |
| The Medical University of South Carolina Foundatio | Charleston, SC | $25,000 | Dental Medicine Special Needs/Care Fund | 2022 |
| Appalachian State University | Boone, NC | $20,000 | Jack and Julie Allen Scholarship Fund | 2018 |
| Atlanta Community Food Bank Inc | Atlanta, GA | $20,000 | Food Distribution in metro Atlanta and north Georgia | 2018 |
| Freedom Alliance | Dulles, VA | $20,000 | General & Unrestricted | 2018 |