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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-2.9% YoY
Annual Giving
$27K
-44.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$14K
-44.2% YoY
About Barbara Joy Trust co Christine J Soverel
Based on IRS filings
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.
Ready to take the next step with Barbara Joy Trust co Christine J Soverel?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,210,202 | $1,246,423 | $1,283,382 |
| Revenue | $79,880 | $49,254 | $56,410 |
| Expenses | $118,951 | $96,700 | $92,463 |
| Qualifying Distributions | $112,650 | $89,040 | $84,014 |
| Net Investment Income | $74,172 | $42,194 | $47,961 |
| Distributable Amount | $68,989 | $77,060 | $79,579 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRISTINE J SOVEREL | TrusteeTreasurer | 8 | $18,056 |
| ANDREW GOSTEL | Trustee | 4 | $3,808 |
| PETER SOVEREL | Trustee | 4 | $4,081 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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