Barbara Joy Trust co Christine J Soverel
Barbara Joy Trust co Christine J Soverel is a private foundation, based in Mercer Island, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $27K. Net investment income was $74K.
Barbara Joy Trust co Christine J Soverel at a glance
In short: Barbara Joy Trust co Christine J Soverel gave $27K across 2 grants in 2024 (avg $14K), mostly in Maine. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $27,200
- -44.2% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $13,600
- -44.2% vs 2023
- Median grant
- $13,600
- Total assets
- $1,210,202
- -2.9% vs 2023
- Primary geography
- Maine (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Barbara Joy Trust co Christine J Soverel funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Jesup Memorial Library ($14K). Together the top 2 received $27K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Barbara Joy Trust co Christine J Soverel gives
- Giving fell 48% from 2021 to 2024. Method
- In 2024 it paid out 163% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $27K (2024) to $63K (2022). In 2024 it made 2 grants totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jesup Memorial Library Bar Harbor, ME | Public Charity Unrestricted Gift | $13,600 |
| Mount Desert Island Hospital Auxilary Bar Harbor, ME | Charityrestricted gift to benefit the marion j morse scholarship fund | $13,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,210,202 | $79,880 | $118,951 | $27,200 | 2 | $112,650 | $74,172 | $68,989 |
| 2023 | $1,246,423 | $49,254 | $96,700 | $48,770 | 2 | $89,040 | $42,194 | $77,060 |
| 2022 | $1,283,382 | $56,410 | $92,463 | $62,911 | 2 | $84,014 | $47,961 | $79,579 |
| 2021 | $1,306,390 | $71,246 | $80,891 | $52,197 | 2 | $72,438 | $62,793 | $85,640 |
| 2020 | $1,299,983 | $60,066 | $82,851 | $57,138 | 2 | — | $49,713 | $70,474 |
Under IRS private-foundation payout rules, Barbara Joy Trust co Christine J Soverel reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Barbara Joy Trust co Christine J Soverel's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Andrew Gostel
Trustee
On filings since 2020
4 hrs/week
$1K (2020) → $4K (2024)
Peter W. Soverel
Trustee
On filings since 2020
4 hrs/week
$7K (2020) → $4K (2024)
Christine J. Soverel
Trusteetreasurer
Trustee & Treasurer → Trusteetreasurer, 2024
On filings since 2020
8 hrs/week
$7K (2020) → $18K (2024)
Former officers (1)
- Former: Ernest Joy (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $18K, to Christine J Soverel (TrusteeTreasurer). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Barbara Joy Trust co Christine J Soverel
How much does Barbara Joy Trust co Christine J Soverel give each year?
Barbara Joy Trust co Christine J Soverel gave $27K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $49K across 2 grants.
How large is Barbara Joy Trust co Christine J Soverel?
Barbara Joy Trust co Christine J Soverel reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $113K in qualifying distributions that year, against a required minimum of $69K (roughly 5% of its investment assets).
Where does Barbara Joy Trust co Christine J Soverel operate?
Barbara Joy Trust co Christine J Soverel has awarded grants in Maine.
What is Barbara Joy Trust co Christine J Soverel's EIN?
Barbara Joy Trust co Christine J Soverel's EIN (Employer Identification Number) is 30-6083952. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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