The Balkcom Charitable Trust
The Balkcom Charitable Trust is a private foundation, based in Atlanta, GA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 13 grants totaling $447K. Net investment income was $139K.
Key facts about The Balkcom Charitable Trust
- EIN
- 58-6285214
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $446,501
- Grants made (2021)
- 13
- Average grant
- $34,346
- Median grant
- $5,000
- Primary geography
- Georgia (95% of itemized 2021 grant dollars)
Data from IRS Form 990-PF, 2021; updated September 2026.
Who The Balkcom Charitable Trust funds
By grant dollars, the top recipient states for The Balkcom Charitable Trust's 13 itemized 2021 grants were Georgia (95%). The most frequent recipient cities were Atlanta, GA (8 grants). None of its 13 grants with a stated purpose were described as general or operating support. Recurring purposes include "Civic/Charitable Purposes" (13 grants).
Next steps with The Balkcom Charitable Trust
- How to evaluate The Balkcom Charitable Trust as a funder
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Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$447K
Grant Count
13
Avg Grant Size
$34K
About The Balkcom Charitable Trust
Based on IRS filings
The Balkcom Charitable Trust is a private foundation, based in Atlanta, GA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 13 grants totaling $447K. Net investment income was $139K.
Ready to take the next step with The Balkcom Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2021 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $309,540 |
| Revenue | $146,202 | $13,572 |
| Expenses | $455,742 | $4,238 |
| Qualifying Distributions | $450,635 | — |
| Net Investment Income | $139,028 | $9,320 |
| Distributable Amount | — | $17,598 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest recipients include Shepherd Center Foundation ($275,000), Wesleyan School ($100,000), Peachtree Presbyterian Church ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SHEPHERD CENTER FOUNDATION Atlanta, GA | CIVIC/CHARITABLE PURPOSES | $275,000 |
| WESLEYAN SCHOOL Norcross, GA | CIVIC/CHARITABLE PURPOSES | $100,000 |
| PEACHTREE PRESBYTERIAN CHURCH Atlanta, GA | CIVIC/CHARITABLE PURPOSES | $30,000 |
| REFUGE POINT Boston, MA | CIVIC/CHARITABLE PURPOSES | $15,000 |
| CYSTIC FIBROSIS FOUNDATION Bethesda, MD | CIVIC/CHARITABLE PURPOSES | $5,301 |
| SUMMERHILL COMMUNITY MINISTRIES Atlanta, GA | CIVIC/CHARITABLE PURPOSES | $5,000 |
| EMORY UNIVERSITY ALS CENTER Atlanta, GA | CIVIC/CHARITABLE PURPOSES | $5,000 |
| DESIRE STREET MINISTRIES Atlanta, GA | CIVIC/CHARITABLE PURPOSES | $3,000 |
| REFLECTION MINISTRIES Atlanta, GA | CIVIC/CHARITABLE PURPOSES | $3,000 |
| NATIONAL INFANTRY MUSEUM Columbus, GA | CIVIC/CHARITABLE PURPOSES | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2021 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James R Balkcom Jr | Trustee | 1 | — |
| Linda P Balkcom | Adv/Cmtee | 1 | — |
| Julie B Green Co James R Balkcom | Adv/Cmtee | — | — |
| M Kathryn Bush Co James R Balkcom | Adv/Cmtee | — | — |
Frequently Asked Questions
Where does The Balkcom Charitable Trust operate?
The Balkcom Charitable Trust has awarded grants in Georgia, Massachusetts, Maryland.
What size grants does The Balkcom Charitable Trust award?
In 2021, The Balkcom Charitable Trust awarded 13 grants totaling $447K — an average of about $34K per grant, based on its IRS Form 990 filings.
What is The Balkcom Charitable Trust's EIN?
The Balkcom Charitable Trust's EIN (Employer Identification Number) is 58-6285214. IRS Form 990 filing data is available on this page for 2020–2021.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.