The Balkcom Charitable Trust

ATLANTA, GA EIN: 58-6285214

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

3states

Cities

AtlantaBethesdaBostonColumbusNorcrossPeachtree Corners

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$125K$251K$376K$501K20202021
Metric20212020
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

$0$112K$223K$335K$447K0 grants202013 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2021

SHEPHERD CENTER FOUNDATION$275KWESLEYAN SCHOOL$100KPEACHTREE PRESBYTERIAN C…$30KREFUGE POINT$15KCYSTIC FIBROSIS FOUNDATION$5KSUMMERHILL COMMUNITY MIN…$5KEMORY UNIVERSITY ALS CEN…$5KDESIRE STREET MINISTRIES$3KREFLECTION MINISTRIES$3KNATIONAL INFANTRY MUSEUM$3K

Grant Size Distribution

13 grants across all recorded years

11<$50K$50–100K1$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
JAMES R BALKCOM JRTRUSTEE1
LINDA P BALKCOMADV/CMTEE1
JULIE B GREEN CO JAMES R BALKCOMADV/CMTEE
M KATHRYN BUSH CO JAMES R BALKCOMADV/CMTEE

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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