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Patocs Foundation

Annual Giving
$0.3M

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Patocs Foundation

Quick Stats

  • Annual Giving: $332,331 (2023)
  • Success Rate: Not publicly available
  • Decision Time: Not publicly available
  • Grant Range: Not publicly available (specific grant amounts not disclosed)
  • Geographic Focus: Primarily Florida (Marco Island/Naples area) and Maryland
  • Foundation Type: Private family foundation

Contact Details

Address: 960 Cape Marco Dr Unit 604, Marco Island, FL 34145-6383

EIN: 52-2067644

Note: The foundation does not maintain a public website or publicly listed contact information. No email address or phone number is publicly available.

Overview

The Patocs Foundation was established in June 1998 as a private 501(c)(3) grantmaking foundation. Based in Marco Island, Florida, the foundation is led by the Kaufman family and focuses on supporting premier healthcare systems and programmes for health improvement. According to the most recent 990-PF filing (2023), the foundation distributed $332,331 in grants and contributions, with total assets of $9,676,666 and total expenses of $358,895. The foundation's giving has fluctuated significantly in recent years, with $545,167 paid in 2021, $152,225 in 2022, and $332,331 in 2023. The foundation concentrates its philanthropic efforts on healthcare initiatives in communities where the family has strong ties, particularly in Florida and Maryland.

Funding Priorities

Primary Focus Areas

Healthcare Systems Support: The foundation supports premier healthcare systems, with a particular emphasis on facilities serving smaller communities that may lack comprehensive medical services.

Health Improvement Programmes: Funding is directed towards programmes that enhance health outcomes and increase access to quality healthcare services.

Cancer Care: Based on the Kaufman family's documented giving history, cancer treatment centres and related services appear to be a priority area, including the Patricia D. and M. Scot Kaufman Cancer Centre at UM Upper Chesapeake Medical Centre in Bel Air, Maryland.

Urgent Care and Primary Care Access: The family has demonstrated commitment to ensuring communities have access to convenient, high-quality urgent care services, as evidenced by the $4 million gift for the Pat and Scot Kaufman Healthcare Centre on Marco Island.

Known Grant Recipients

Whilst the foundation's complete grants list is not publicly available, known beneficiaries include:

  • NCH Healthcare System (Naples, FL): Received $4 million naming gift for the Pat and Scot Kaufman Healthcare Centre at the Marco Island Urgent Care facility (2024)
  • UM Upper Chesapeake Medical Centre (Bel Air, MD): Patricia D. and M. Scot Kaufman Cancer Centre

Governance and Leadership

The foundation is led by three family members, all of whom serve without compensation:

  • M. Scot Kaufman - President and board member. Former Chief Financial Officer of MBNA and was recognised in 2001 as one of the top 10 highest-paid CFOs in the country according to CFO magazine. He also served as secretary of the board of directors at Upper Chesapeake Health.

  • Scot P. Kaufman - Executive Director

  • Patricia D. Kaufman - Vice President and Secretary. Pat Kaufman has served on the Marco Urgent Care Centre Board for more than 10 years, demonstrating long-term commitment to healthcare access on Marco Island.

Philanthropic Philosophy: The Kaufmans operate according to a personal mission statement based on scripture: "Of those to whom much has been given, much will be expected." In press statements, they have explained that this principle has guided their 52-year marriage and reflects their "responsibility to care for one another and for the world around us."

Application Process & Timeline

How to Apply

This foundation does not have a public application process. As a private family foundation, the Patocs Foundation operates primarily through trustee discretion. Grants appear to be awarded based on the family's personal connections to communities and causes, particularly in areas where they have established relationships and board service.

The foundation's giving pattern suggests that grants are made to organisations where family members have direct involvement or long-standing relationships. For example, Pat Kaufman's decade-plus service on the Marco Urgent Care Centre Board preceded the $4 million naming gift to that organisation.

Getting on Their Radar

This section is intentionally brief as there is limited public information about how the foundation identifies grant recipients beyond their established relationships. Based on available information:

  • Board Service Connection: Pat Kaufman served on the Marco Urgent Care Centre Board for over 10 years before the foundation made a significant gift to that organisation. This suggests that personal involvement and demonstrated commitment to an organisation may be a pathway to funding consideration.

  • Geographic Focus: The foundation appears to support healthcare initiatives in communities where the Kaufman family has personal ties—specifically Marco Island/Naples, Florida (their current residence) and the Bel Air, Maryland area (their original home state).

Application Success Factors

Given the private nature of this foundation, there are limited insights into what makes applications successful. However, the following patterns emerge from their documented giving:

Long-term Relationship Building: The Kaufmans appear to support organisations where they have established, multi-year relationships. Pat Kaufman's 10+ years of board service to the Marco Urgent Care Centre suggests the foundation values sustained engagement over one-time asks.

Community Healthcare Gaps: The Kaufmans have articulated that they look for gaps in healthcare access. Scot Kaufman explained their Maryland cancer centre support by noting that "Pat had taken quite a few friends downtown an hour away to get treatments for cancer," and there was a need for local access with the motto "Hope and Healing Close to Home." This suggests they are responsive to documented community needs for healthcare services that require patients to travel significant distances.

Premier Quality Standards: According to foundation descriptions, they support "premier healthcare systems," indicating they may prioritise organisations with demonstrated excellence and high-quality care standards rather than funding start-up or unproven initiatives.

Capital Projects and Naming Opportunities: The foundation's known major gifts have been for capital projects that result in named facilities (the Kaufman Healthcare Centre in Florida and Kaufman Cancer Centre in Maryland), suggesting they may be particularly interested in legacy-building investments in physical infrastructure.

Key Takeaways for Grant Writers

  • Private Foundation with No Public Application: This is a family foundation that does not accept unsolicited proposals. Traditional grant writing approaches will not be effective.

  • Relationship-Driven Philanthropy: The foundation's giving appears to flow from long-term personal relationships and direct family involvement with recipient organisations. Board service, volunteer engagement, and sustained relationship building appear to be prerequisites for funding consideration.

  • Healthcare Access Focus: The foundation prioritises filling gaps in healthcare access, particularly in smaller communities where residents would otherwise need to travel significant distances for care.

  • Variable Annual Giving: Based on recent 990-PF records, the foundation's annual grants paid have ranged from $152,225 to $545,167, with significant year-to-year variation. However, the family has demonstrated capacity for major individual gifts in the multi-million dollar range.

  • Geographic Concentration: Giving is concentrated in Florida (Marco Island/Naples area) and Maryland (Bel Air/Upper Chesapeake region), reflecting the family's personal ties to these communities.

  • Selective Grantmaking: The foundation appears to make fewer, larger strategic investments rather than numerous small grants.

References

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