Barham-calhoun Mem Fd Tr Uw

ORLANDO, FL EIN: 58-6144854

Barham-calhoun Mem Fd Tr Uw is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 14 grants totaling $132K. Net investment income was $142K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

+1.6% YoY

Annual Giving

$132K

-7.5% YoY

Grant Count

14

-6.7% YoY

Avg Grant Size

$9K

-0.9% YoY

Under IRS private-foundation payout rules, Barham-calhoun Mem Fd Tr Uw reported a distributable amount of $154K for 2024 — the minimum it must pay out in qualifying distributions.

About Barham-calhoun Mem Fd Tr Uw

Based on IRS filings

Barham-calhoun Mem Fd Tr Uw is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 14 grants totaling $132K. Net investment income was $142K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AtlantaAugustaCedartownChambleeChicagoNew YorkRoswellSmyrnaStone Mountain

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$120K$240K$360K$480K20202021202220232024
Metric202420232022
Total Assets$2,063,420$2,031,905$2,193,403
Revenue$151,761$-34,269$115,370
Expenses$156,893$166,888$146,884
Qualifying Distributions$146,845$155,379$128,391
Net Investment Income$141,621$49,447$103,923
Distributable Amount$154,147$148,792$120,513

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$71K$107K$143K15 grants202016 grants202116 grants202215 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CHILDRENS HEALTHCARE OF …$64KATLANTA RONALD MCDONALD …$19KEMORY UNIVERSITY$6KMUSCULAR DYSTROPHY ASSOC…$6KAMERICAN LUNG ASSOCIATION$5KCAMP TWIN LAKES$5KMURPHY HARPST CHILDREN'S…$5KGEORGIA TRANSPLANT FOUND…$5KAUGUSTA UNIV FOUNDATION$5KGOOD SAMARITAN HEALTH CE…$3K

Grant Size Distribution

76 grants across all recorded years

74<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Childrens Healthcare of Atlanta ($64,000), Atlanta Ronald Mcdonald House Charities ($19,000), Emory University ($6,000).

RecipientPurposeAmount
AMERICAN LUNG ASSOCIATION NEW YORK, NYGENERAL OPERATING$5,000
CAMP TWIN LAKES ATLANTA, GAGENERAL OPERATING$5,000
PEDIATRIC BRAIN TUMOR FOUNDATION ATLANTA, GAGENERAL OPERATING$1,000
AUGUSTA UNIV FOUNDATION AUGUSTA, GAGENERAL OPERATING$4,600
ATLANTA RONALD MCDONALD HOUSE CHARITIES ATLANTA, GAGENERAL OPERATING$19,000
MURPHY HARPST CHILDREN'S CENTER CEDARTOWN, GAGENERAL OPERATING$5,000
EMORY UNIVERSITY ATLANTA, GAGENERAL OPERATING$6,000
FRIENDS OF THE DISABLED STONE MOUNTAIN, GAGENERAL OPERATING$3,000
AMERICAN CANCER SOCIETY ATLANTA, GAGENERAL OPERATING$2,500
MUSCULAR DYSTROPHY ASSOCATION CHICAGO, ILGENERAL OPERATING$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TRUIST BANKTRUSTEE$19K

From 2024 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE1$19,321

Frequently Asked Questions

How large is Barham-calhoun Mem Fd Tr Uw?

As of 2024, Barham-calhoun Mem Fd Tr Uw holds $2.1M in total assets with $152K in annual revenue. It awarded 14 grants totaling $132K in 2024.

Where does Barham-calhoun Mem Fd Tr Uw operate?

Barham-calhoun Mem Fd Tr Uw has awarded grants in Georgia, Illinois, New York, Tennessee.

What size grants does Barham-calhoun Mem Fd Tr Uw award?

In 2024, Barham-calhoun Mem Fd Tr Uw awarded 14 grants totaling $132K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Barham-calhoun Mem Fd Tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Barham-calhoun Mem Fd Tr Uw reported a distributable amount of $154K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Barham-calhoun Mem Fd Tr Uw's EIN?

Barham-calhoun Mem Fd Tr Uw's EIN (Employer Identification Number) is 58-6144854. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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