Joe & Jean Palmer Endowment Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUNCAN, OK. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $308K in total assets. In 2025, it awarded 7 grants totaling $21K. Net investment income was $4K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$308K
+7.0% YoY
Annual Giving
$21K
+22.4% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$3K
+39.8% YoY
Under IRS private-foundation payout rules, Joe & Jean Palmer Endowment Fund reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
About Joe & Jean Palmer Endowment Fund
Based on IRS filings
Joe & Jean Palmer Endowment Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUNCAN, OK. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $308K in total assets. In 2025, it awarded 7 grants totaling $21K. Net investment income was $4K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $308,482 | $288,187 | $243,060 |
| Revenue | $38,796 | $38,602 | $13,673 |
| Expenses | $24,453 | $20,228 | $15,766 |
| Qualifying Distributions | $23,051 | $18,810 | $14,766 |
| Net Investment Income | $4,348 | $7,517 | $4,673 |
| Distributable Amount | $15,127 | $13,609 | $12,366 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Blair Brantley ($3,600), Brooke Jordan ($3,600), Makenna Hon ($3,600).
| Recipient | Purpose | Amount |
|---|---|---|
| BENJAMIN MALEHORN SELINSGROVE, PA | SCHOLARSHIP | $3,000 |
| BLAIR BRANTLEY OKLAHOMA CITY, OK | SCHOLARSHIP | $3,600 |
| BROOKE JORDAN NEW CASTLE, PA | SCHOLARSHIP | $3,600 |
| LAURA MALEHORN SELINSGROVE, PA | SCHOLARSHIP | $2,000 |
| MAKENNA HON MASON, PA | SCHOLARSHIP | $3,600 |
| MORGAN ROBERTS MERDIAN, ID | SCHOLARSHIP | $2,000 |
| SYDNEY ROBERTS MERIDIAN, ID | SCHOLARSHIP | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MATTHEW HOLMES | PRESIDENT | 0.1 | — |
| BRIAN CHURCHMAN | SECRETARY/TREASURER | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joe & Jean Palmer Endowment Fund?
Joe & Jean Palmer Endowment Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUNCAN, OK. It holds $308K in total assets as of 2025.
How large is Joe & Jean Palmer Endowment Fund?
As of 2025, Joe & Jean Palmer Endowment Fund holds $308K in total assets with $39K in annual revenue. It awarded 7 grants totaling $21K in 2025.
Where does Joe & Jean Palmer Endowment Fund operate?
Joe & Jean Palmer Endowment Fund has awarded grants in Idaho, Minnesota, Missouri, Nebraska, Oklahoma, Oregon, Pennsylvania, South Carolina.
What size grants does Joe & Jean Palmer Endowment Fund award?
In 2025, Joe & Jean Palmer Endowment Fund awarded 7 grants totaling $21K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Joe & Jean Palmer Endowment Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Joe & Jean Palmer Endowment Fund reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
Explore Open Grants
Browse active grant opportunities in Joe & Jean Palmer Endowment Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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