Joe & Jean Palmer Endowment Fund
Joe & Jean Palmer Endowment Fund is a private foundation, based in Duncan, OK. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $346K in total assets. In 2026, it awarded 7 grants totaling $24K. Net investment income was $17K.
Joe & Jean Palmer Endowment Fund at a glance
In short: Joe & Jean Palmer Endowment Fund gave $24K across 7 grants in 2026 (avg $3K), top state Pennsylvania. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $24,000
- +15.4% vs 2025
- Grants made (2026)
- 7
- +0.0% vs 2025
- Average grant
- $3,429
- +15.4% vs 2025
- Median grant
- $3,600
- Total assets
- $345,848
- +12.1% vs 2025
- Primary geography
- Pennsylvania (43% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Joe & Jean Palmer Endowment Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Makenna Hon ($4K).
Organizations only. It also paid 6 individual scholarships ($20,400), which are not listed by name.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 7 itemized grants.
Cities
How Joe & Jean Palmer Endowment Fund gives
- Giving grew 85% from 2023 to 2026. Method
- In 2026 it paid out 160% 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 2021 to 2026, annual grant giving ranged from $13K (2021) to $24K (2026). In 2026 it made 7 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 6 individual scholarships Recipients not named | — | $20,400 |
| Makenna Hon Mason, PA | Scholarship | $3,600 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $345,848 | $47,329 | $27,879 | $24,000 | 7 | $26,475 | $17,485 | $16,597 |
| 2025 | $308,482 | $38,796 | $24,453 | $20,800 | 7 | $23,051 | $4,348 | $15,127 |
| 2024 | $288,187 | $38,602 | $20,228 | $17,000 | 8 | $18,810 | $7,517 | $13,609 |
| 2023 | $243,060 | $13,673 | $15,766 | $13,000 | 7 | $14,766 | $4,673 | $12,366 |
| 2022 | $266,659 | $37,410 | $20,777 | $18,000 | 9 | $19,670 | $20,303 | $13,489 |
| 2021 | $264,802 | $32,597 | $13,948 | $13,000 | 7 | — | $11,399 | $11,768 |
Under IRS private-foundation payout rules, Joe & Jean Palmer Endowment Fund reported a distributable amount of $17K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joe & Jean Palmer Endowment Fund is led by Matthew Holmes, President on every filing since 2021; none of the 2 officers listed in 2026 report compensation.
Officers on the 2026 filing
Matthew Holmes
President
On filings since 2021
0.1 hrs/week
No compensation reported
Brian Churchman
Secretary & Treasurer
On filings since 2021
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joe & Jean Palmer Endowment Fund
How much does Joe & Jean Palmer Endowment Fund give each year?
Joe & Jean Palmer Endowment Fund gave $24K across 7 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $21K across 7 grants.
What is Joe & Jean Palmer Endowment Fund's typical grant size?
Joe & Jean Palmer Endowment Fund's median grant in 2026 was $3,600, and its average grant was $3,429, across 7 grants on its 2026 IRS Form 990-PF.
Where does Joe & Jean Palmer Endowment Fund give grants?
Joe & Jean Palmer Endowment Fund's top state is Pennsylvania, with 43% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were South Dakota (15%) and Wisconsin (15%).
Does Joe & Jean Palmer Endowment Fund give general operating support?
Not in 2026: none of the 7 grants with a stated purpose on Joe & Jean Palmer Endowment Fund's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (7 grants).
How large is Joe & Jean Palmer Endowment Fund?
Joe & Jean Palmer Endowment Fund reported $346K in total assets on its 2026 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).
What is Joe & Jean Palmer Endowment Fund's EIN?
Joe & Jean Palmer Endowment Fund's EIN (Employer Identification Number) is 73-1593688. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 18, 2026)
- IRS filings on file for fiscal years 2021–2025
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