The Georgia State Capitol

Form 990-PFTax year 2021EIN 58-6285214

The Balkcom Charitable Trust

A private foundation in Atlanta, GA. Its return for tax year 2021 lists 13 grants and $446,501 paid in grants.

Tax year 2021 (period ending Dec 31, 2021), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
James R Balkcom
78 Lindbergh Dr 50 the Parkside
Atlanta, GA 30305
(404) 262-0896
Form and materials
Those interested in support should write to request a copy of guidelines
Deadlines
See item b above
Restrictions
See item b above

Assets and giving by year

4 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2021

    $446,501

    Grants listed
    13
    Assets, end of year
    $0
  • Tax year 2020

    $0

    Grants listed
    0
    Assets, end of year
    $309,540
  • Tax year 2019

    $20,000

    Grants listed
    3
    Assets, end of year
    $300,206
  • Tax year 2018

    $25,000

    Grants listed
    1
    Assets, end of year
    $311,229

Grants paid in 2021

13 grants, largest first

As listed on the return.

  1. Shepherd Center FoundationAtlanta, GA

    Civic/charitable purposes

    $275,000
  2. Wesleyan SchoolPeachtree Cor, GA

    Civic/charitable purposes

    $100,000
  3. Peachtree Presbyterian ChurchAtlanta, GA

    Civic/charitable purposes

    $30,000
  4. Refuge PointBoston, MA

    Civic/charitable purposes

    $15,000
  5. Cystic Fibrosis FoundationBethesda, MD

    Civic/charitable purposes

    $5,301
  6. Summerhill Community MinistriesAtlanta, GA

    Civic/charitable purposes

    $5,000
  7. Emory University ALS CenterAtlanta, GA

    Civic/charitable purposes

    $5,000
  8. Desire Street MinistriesAtlanta, GA

    Civic/charitable purposes

    $3,000
  9. Reflection MinistriesAtlanta, GA

    Civic/charitable purposes

    $3,000
  10. National Infantry MuseumColumbus, GA

    Civic/charitable purposes

    $2,500
  11. Corners OutreachNorcross, GA

    Civic/charitable purposes

    $1,200
  12. One Hundred SharesAtlanta, GA

    Civic/charitable purposes

    $1,000
  13. Bobby Dodd InstituteAtlanta, GA

    Civic/charitable purposes

    $500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking2 grants $276,00072% of the total
  2. Education1 grant $100,00026% of the total
  3. Youth development2 grants $6,2002% of the total
  4. Religion1 grant $3,000<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Georgia11 grants $426,200
  2. Massachusetts1 grant $15,000
  3. Maryland1 grant $5,301

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • James R Balkcom JrTRUSTEE Hours 1Pay $0
  • Linda P BalkcomADV/CMTEE Hours 1Pay $0
  • Julie B Green Co James R BalkcomADV/CMTEE Hours 0Pay $0
  • M Kathryn Bush Co James R BalkcomADV/CMTEE Hours 0Pay $0

The return

More foundations

Similar foundations

Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Klamon Family Foundation IncAtlanta, GA 17 grants Preselected only $399,800 giving
  2. Luci and Stan Sunshine Family FoundationAtlanta, GA 69 grants Preselected only $397,481 giving
  3. Louis and Bessie Stein Foundation Fund #2Atlanta, GA 4 grants Accepts applications $390,142 giving
  4. The Philip and Irene Toll Gage FoundationAtlanta, GA 12 grants Preselected only $553,500 giving
  5. The Davis FoundationAtlanta, GA 48 grants Preselected only $325,120 giving