Also known as: CHARITABLE TRUST
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Foster And Evelyn Barkema Charitable Trust is a private trust based in HAMPTON, IA. The foundation received its IRS ruling in 2014. The principal officer is Zoe Brown. It holds total assets of $18.5M. Annual income is reported at $3.4M. Total assets have grown from $3.9M in 2013 to $18.4M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. According to available records, Foster And Evelyn Barkema Charitable Trust has made 4 grants totaling $3.8M, with a median grant of $968K. Annual giving has grown from $920K in 2020 to $2M in 2022. Individual grants have ranged from $920K to $993K, with an average award of $962K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Foster And Evelyn Barkema Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in IA.
Foster And Evelyn Barkema Charitable Trust has distributed a total of $3.8M across 4 grants. The median grant size is $968K, with an average of $962K. Individual grants have ranged from $920K to $993K.
The application deadline is SEPTEMBER 30, 2020. Qualified tax-exempt charitable organizations, giving first preference to the communities of alexander, iowa, including but not limited to alexander, latimer, coulter, hampton and belmond, iowa.
Foster And Evelyn Barkema Charitable Trust is headquartered in HAMPTON, IA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Zoe Brown | TRUSTEE | $54K | $0 | $54K |
Total Giving
$1.3M
Total Assets
$18.4M
Fair Market Value
$23.1M
Net Worth
$18.4M
Grants Paid
$1.1M
Contributions
N/A
Net Investment Income
$446K
Distribution Amount
$1.1M
Total: $1.5M
Total Grants
4
Total Giving
$3.8M
Average Grant
$962K
Median Grant
$968K
Unique Recipients
2
Most Common Grant
$993K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached ( Pdf ) ListSEE ATTACHED LIST (PDF) | See Attached List, IA | $993K | 2022 |
| See Attached ListSEE ATTACHED LIST | See Attached List, IA | $920K | 2020 |
COUNCIL BLFS, IA
MUSCATINE, IA
CEDAR RAPIDS, IA