Stephen & Mary Birch Foundation Inc
georgia-trust-for-historic-preservation-receives-2026-historic-property-redevelopment-program/article_4aa3f89c-ba65-4dd1-868e-1d7bc74e8e9c.html type: exa:news title: March 3 - Georgia Trust for Historic Preservation Receives 2026 Historic Property Redevelopment Program Grant from The 1772 Foundation | Georgia Business News | savannahbusinessjournal.com type: exa:news title: Stephen and Mary Birch Foundation donates to Berkeley animal shelter | Archives | dailycal.org type: exa:news title: "SOMD Audubon St. Mary\u2019s teacher awarded Southern MD Audubon \u2018\ Conservationist of the Year\u2019 - SOMD Audubon"
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$83.6M
-7.6% YoY
Annual Giving
$6.1M
+1.7% YoY
Grant Count
244
-0.8% YoY
Avg Grant Size
$25K
+2.5% YoY
Mission & Focus Areas
The foundation supports nonprofit institutions and organizations instrumental in strengthening and heightening both culturally and educationally the impact of research, medical, health, educational, sports, social service, and artistic programs in communities across the nation, from coast to coast.
Primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Medical and health programs
- Sports programs
- Artistic programs
- Social services
Grantmaking
The foundation made over 120 grants in 2023, indicating active and broad grantmaking across multiple organizations and sectors.
Grant Range
s & Activity:**
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on Texas, California, and New York, though it funds organizations across the nation from coast to coast.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total Assets: $90,381,444
- Total Revenues: $6,696,799
- Total Expenses: $8,736,606
- Total Liabilities: $0
- Investment Income and Dividends: $2,402,525
- Net Rental Income: $137,030
As of 2024:
- Total Assets: $83,556,762
- Total Giving: $6,081,250
The foundation has no employees and operates as a private foundation. Tax-exempt status has been maintained since November 1938.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $83,556,762 | $90,381,444 | $92,421,251 |
| Revenue | $2,669,339 | $6,696,799 | $-888,375 |
| Expenses | $9,494,021 | $8,736,606 | $7,045,908 |
| Qualifying Distributions | $6,977,863 | $6,883,441 | $4,863,984 |
| Net Investment Income | $189,668 | $4,937,357 | — |
| Distributable Amount | $6,387,342 | $6,836,398 | $6,914,519 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Trustees:
- Rose Patek
- Debra D Durkin
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEBORA DURKIN | President | 30 | $530,000 |
| CHRISTOPHER PATEK | VP/SECRETARY | 25 | $435,000 |
| CHRISTOPHER PATEK | UELTD LLC-MGR | 15 | $192,115 |
Recent News & Activity
Recent developments and announcements
The foundation has made donations to organizations including Berkeley animal shelter, demonstrating continued active grantmaking across diverse causes and geographic regions.
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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