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· Private foundation

Foster & Evelyn Barkema Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$1.2M
Granted FY2024still arriving
87
Grants FY2024still arriving
1
States reached
$50k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 81% of FOSTER & EVELYN BARKEMA CHARITABLE TRUST’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 87 grants

Where the money goes

Your grants by size, and where they go.

The 87 grants below total $993,585 — the rows itemised in this filing. The $1,202,045 headline is the total grant expense reported on the return, so the remaining $208,460 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.

By grant size · FY2024

  • Under $10k40 grants · $150k
  • $10k–50k46 grants · $794k
  • $50k–250k1 grant · $50k
$10,000
Median grant
1
States reached
$18M
Total assets
Largest grants
RecipientAmount
Hampton-Dumont Scholarship Fund (includes CAL students)$50,000
City of Rowan (Iowa River Players Comm. Theater)$30,000
West Fork Scholarship Fund$30,000
Relay for Life of Franklin County (American Cancer Society)$25,000
Belmond Community Hospital Foundation$25,000
Iowa Ronald McDonald House Charities (Governor's Charity Steer Show)$25,000
Sheffield Betterment Foundation$24,000
Sheffield Care Center$24,000
West Fork CSD (HS)$22,500
Thornton Volunteer Fire Assoc. Inc.$21,000
First Reformed Church$20,000
Franklin Wellness Center (Franklin County R.A.C.E.)$20,000
Iowa State Univ. Fdn$20,000
Friends of Beed's Lake$20,000
Immanuel Reformed Church$20,000
02Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

43%of every dollar goes to organizations you’ve funded before.
$732k · 29 repeat orgs$968k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +17% since the first grant, against 0% for the ones you funded once.

29 repeat relationships — 29 still active in FY2024, 0 since wound down; 55 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

29
29

Total granted

$732k
$350k

Median revenue growth · since first grant

+17%
0%

Still filing today

21%
7%

New vs renewed · share of each year

In FY2024, 38% of grant dollars renewed an existing relationship; $619k went to new ones.

50%100%’22’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’22’24
Human ServicesEducationHealthArts & CulturePublic Safety & DisasterEmploymentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • SC
    Sheffield Care Center
    2× · 2022–2024 · $44k · revenue +17%
  • BF
    BELMOND FIRE DEPT FOUNDATION
    2× · 2022–2024 · $17k · revenue +73%
  • WF
    West Fork Food Pantry
    2× · 2022–2024 · $12k · revenue +79%

Funded once

  • HS
    HAMPTON-DUMONT SCHOLARSHIP FUND
    one grant, 2022 · $100k · revenue -26% · 40% of their budget
  • HC
    Hampton-Dumont CSD Elementary
    one grant, 2022 · $25k
  • N
    NIACC
    one grant, 2022 · $20k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

03Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Build a Better Belmond

Create opportunities for belmond and it's citizens to be a better community

Environment
2
Franklin Home for the Aged dba Peabody Place
Housing & Shelter
3
Lincoln County Medical Center Foundation Inc
Health
4
Bland County Historical Society
Community Improvement
5
Iowa Specialty Hospital Foundation - Clarion
Health
6
Franklin County Youth Fair

Community fair providing a venue for agricultural demonstrations & activities by 4-h, ffa , etc.

Youth Development
7
Iowa Automotive Heritage Foundation
Science & Tech
8
Floyd County Historical Society

County museum- mission is to derive and maintain the historical accuracy of floyd county, ia

Arts & Culture
9
Mid-Iowa Health Foundation
Religion
10
Iowa Insurance and Financial Services Education Foundation
Education
11
St Francis Memorial Hospital Founda

To provide financial support to st francis memorial hospital

12
Fernald Medical Screening & Union

Medical screening

For reference, the grantee most central to the portfolio’s shape is Franklin General Hospital Foundation and the most unlike its peers is Belmond Historical Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 16 years old; the field is 38. You back the younger end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number13%13%<5yr9%9%5–10yr14%30%10–20yr12%13%20–35yr14%35%35–55yr39%0%55yr+
THE FIELDby orgYOUR MONEYby value13%8%<5yr9%6%5–10yr14%43%10–20yr12%8%20–35yr14%34%35–55yr39%0%55yr+

The field is 13% startups (under 5 years old) — 13% of your grantees by number, and just 8% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 6% of the field you don’t fund.

orgs you fund
0.0%0/24
the rest of the field
6%
1,704/29,181

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

03the grantee network

16 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 16 of the 113 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
15/16
Grantees still filing
7/16
Grew since you first funded

Where your money sits — by cause, then by grantee

First Reformed Church — $80,000 · OtherFirst Reformed ChurchHampton-Dumont Scholarship Fund (includes CAL students) — $50,000 · OtherWest Fork Scholarship Fund — $50,000 · Other+99 more — $1,229,177 · Other+99 moreHAMPTON-DUMONT SCHOLARSHIP FUND — $100,000 · EducationIOWA STATE UNIVERSITY FOUNDATION — $20,000 · EducationSheffield Care Center — $44,000 · Human ServicesElderbridge Agency on Aging — $15,000 · Human ServicesAPPLE DAYCARE INC — $10,000 · Human ServicesFRANKLIN COUNTY FAIR FOUNDATION — $20,000 · Arts & CultureBELMOND HISTORICAL SOCIETY — $15,000 · Arts & CultureFRANKLIN GENERAL HOSPITAL FOUNDATION — $17,500 · HealthCARING PREGNANCY CENTER INC — $8,000 · HealthBELMOND COMMUNITY HOSPITAL FOUNDATION — $25,000 · PhilanthropyBELMOND FIRE DEPT FOUNDATION — $17,000 · Public Safety & Disaster
Other$1,409,177Education$120,000Human Services$69,000Arts & Culture$35,000Health$25,500Philanthropy$25,000Public Safety & Disaster$17,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetHAMPTON-DUMONT SCHOLARSHIP FUND — $100,000 over 1y, 40% of budgetSheffield Care Center — $44,000 over 2y, 0.6% of budgetBELMOND COMMUNITY HOSPITAL FOUNDATION — $25,000 over 1y, 6.1% of budgetIOWA STATE UNIVERSITY FOUNDATION — $20,000 over 1y, 0.0% of budgetFRANKLIN COUNTY FAIR FOUNDATION — $20,000 over 1y, 5.1% of budgetFRANKLIN GENERAL HOSPITAL FOUNDATION — $17,500 over 2y, 9.4% of budgetBELMOND FIRE DEPT FOUNDATION — $17,000 over 2y, 15% of budgetAccess Incorporated — $15,000 over 1y, 0.4% of budgetElderbridge Agency on Aging — $15,000 over 1y, 0.3% of budgetWest Fork Food Pantry — $11,500 over 2y, 9.5% of budgetAPPLE DAYCARE INC — $10,000 over 1y, 4.7% of budgetCARING PREGNANCY CENTER INC — $8,000 over 2y, 2.4% of budgetBELMOND PUBLIC LIBRARY FOUNDATION — $7,290 over 2y, 16% of budgetWRIGHT COUNTY DISTRICT JUNIOR FAIR — $5,000 over 1y, 1.3% of budgetLATINAS LATINOS AL EXITO INC — $4,000 over 1y, 1.4% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds HAMPTON-DUMONT SCHOLARSHIP FUND
  • Who funds Sheffield Care Center
  • Who funds BELMOND COMMUNITY HOSPITAL FOUNDATION
  • Who funds IOWA STATE UNIVERSITY FOUNDATION
  • Who funds FRANKLIN COUNTY FAIR FOUNDATION
  • Who funds FRANKLIN GENERAL HOSPITAL FOUNDATION
  • Who funds BELMOND FIRE DEPT FOUNDATION
  • Who funds Access Incorporated

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

A M & Helen L Saylor FoundationIA17.9× affinity6 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: A M & Helen L Saylor Foundation · Beth E Reinhart Charitable Trust · Alliant Energy Foundation Inc · Community Fdn of Greater Des Moines F/K/A Greater Des Moines Community Fdn · Farrer Endowment Foundation · First Citizens Bank Charitable Foundation · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

04Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Foster & Evelyn Barkema Charitable Trust?

Find your warmest path to Foster & Evelyn Barkema Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 113 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports $1.2M of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2024, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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