The Balkcom Charitable Trust
The Balkcom Charitable Trust was a private foundation based in Atlanta, Georgia. Its 2021 filing is marked as the organization’s final return and says it was terminating its private foundation status effective December 31, 2021, after making final cash distributions during December. It therefore appears to have wound down and should not be treated as a current grantmaking opportunity.
The Balkcom Charitable Trust at a glance
In short: The Balkcom Charitable Trust gave $447K across 13 grants in 2021 (avg $34K), mostly in Georgia. Source: 2021 IRS Form 990-PF.
- 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)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
How to apply to The Balkcom Charitable Trust
- Contact
Application contact: James R Balkcom
Mailing address: 78 Lindbergh Dr 50 The Parkside, Atlanta, GA 30305
Phone: (404) 262-0896
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Balkcom Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
The largest 2021 recipient was Shepherd Center Foundation ($275K). Together the top 10 received $444K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 14 grants of 16 (88%).
Geographic Focus
Where this funder awards grants
In 2021, 95% of grant dollars went to recipients in Georgia, 3% to recipients in Massachusetts, and 1% to recipients in Maryland. The listed grants included organizations in Atlanta and other Georgia communities, as well as Refuge Point in Boston and the Cystic Fibrosis Foundation in Bethesda.
Grant Distribution by State
Share of 2021 grant dollars across all 13 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2021, annual grant giving ranged from $20K (2019) to $447K (2021). In 2021 it made 13 grants totaling $447K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $146,202 | $455,742 | $446,501 | 13 | $450,635 | $139,028 | — |
| 2020 | $309,540 | $13,572 | $4,238 | — | — | — | $9,320 | $17,598 |
| 2019 | $300,206 | $14,503 | $25,825 | $20,000 | 3 | — | $8,889 | $17,199 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2021 grants went to organizations with varied missions. For example, Shepherd Center Foundation describes its mission as supporting Shepherd Center through community awareness, private financial support for patient services, and volunteer involvement. Wesleyan School describes its mission as providing a college-preparatory education guided by Christian principles. Summerhill Community Ministries says it provides an encouraging and supportive Christian environment for inner-city children, while Desire Street Ministries describes its work as revitalizing under-resourced neighborhoods through spiritual and community development.
Other 2021 grantees included organizations whose stated missions involve educational and family support, Christian nonprofit projects, and employment services for people with disabilities and disadvantages. These are the grantees’ descriptions of their own work, not stated missions of the trust.
Grantmaking
In 2021, the trust made 13 grants totaling $446,501. Grant amounts ranged from $500 to $275,000, with a median of $5,000. Its largest reported grants included $275,000 to Shepherd Center Foundation, $100,000 to Wesleyan School, $30,000 to Peachtree Presbyterian Church, and $15,000 to Refuge Point. Other listed grants included $5,000 each to Summerhill Community Ministries and Emory University ALS Center, and $3,000 each to Desire Street Ministries and Reflection Ministries.
The filing says the foundation did not restrict giving to preselected organizations. It instructed interested parties to write to request a copy of its guidelines. The filing’s responses for deadlines and award restrictions refer to another item, without providing those details here. Because the filing is marked final, these instructions should not be considered current application guidance.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2021 filing lists James R. Balkcom Jr. as trustee. It lists Linda P. Balkcom, Julie B. Green co James R. Balkcom, and M. Kathryn Bush co James R. Balkcom as members of the advisory committee.
The Balkcom Charitable Trust's 2021 filing lists 4 officers; none of the 4 officers listed in 2021 report compensation.
Officers on the 2021 filing
James R. Balkcom Jr.
Trustee
On filings since 2019
1 hr/week
No compensation reported
Julie B. Green Co James R. Balkcom
Advisor & Cmtee
On filings since 2019
No compensation reported
Linda P. Balkcom
Advisor & Cmtee
On filings since 2019
1 hr/week
No compensation reported
M. Kathryn Bush Co James R. Balkcom
Advisor & Cmtee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2021. "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 The Balkcom Charitable Trust
How much does The Balkcom Charitable Trust give each year?
The Balkcom Charitable Trust gave $447K across 13 grants in 2021, according to its 2021 IRS Form 990-PF.
What is The Balkcom Charitable Trust's typical grant size?
The Balkcom Charitable Trust's median grant in 2021 was $5,000, and its average grant was $34,346, across 13 grants on its 2021 IRS Form 990-PF.
Where does The Balkcom Charitable Trust give grants?
The Balkcom Charitable Trust gives mostly in Georgia: 95% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Atlanta, GA (8 grants).
Who are The Balkcom Charitable Trust's largest grantees?
The Balkcom Charitable Trust's largest 2021 grantees include Shepherd Center Foundation ($275,000), Wesleyan School ($100,000) and Peachtree Presbyterian Church ($30,000), according to its 2021 IRS Form 990-PF. Together they received 91% of its itemized 2021 grant dollars.
What does The Balkcom Charitable Trust fund?
No mission statement for the trust is provided. Its 2021 grants went to organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The Balkcom Charitable Trust?
The Balkcom Charitable Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
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 2019–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 21, 2020)
- IRS filings on file for fiscal years 2020–2021
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Figures come from The Balkcom Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Balkcom Charitable Trust down — hundreds of funders to go?