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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 include Shepherd Center Foundation ($275,000), Wesleyan School ($100,000), Peachtree Presbyterian Church ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CYSTIC FIBROSIS FOUNDATION BETHESDA, MD | CIVIC/CHARITABLE PURPOSES | $5,301 |
| SHEPHERD CENTER FOUNDATION ATLANTA, GA | CIVIC/CHARITABLE PURPOSES | $275,000 |
| PEACHTREE PRESBYTERIAN CHURCH ATLANTA, GA | CIVIC/CHARITABLE PURPOSES | $30,000 |
| BOBBY DODD INSTITUTE ATLANTA, GA | CIVIC/CHARITABLE PURPOSES | $500 |
| WESLEYAN SCHOOL NORCROSS, GA | CIVIC/CHARITABLE PURPOSES | $100,000 |
| REFUGE POINT BOSTON, MA | CIVIC/CHARITABLE PURPOSES | $15,000 |
| DESIRE STREET MINISTRIES ATLANTA, GA | CIVIC/CHARITABLE PURPOSES | $3,000 |
| REFLECTION MINISTRIES ATLANTA, GA | CIVIC/CHARITABLE PURPOSES | $3,000 |
| ONE HUNDRED SHARES ATLANTA, GA | CIVIC/CHARITABLE PURPOSES | $1,000 |
| CORNERS OUTREACH PEACHTREE CORNERS, GA | CIVIC/CHARITABLE PURPOSES | $1,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 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.
Explore Open Grants
Browse active grant opportunities in The Balkcom Charitable Trust'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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