Private Foundation

Barbara Joy Trust co Christine J Soverel

Barbara Joy Trust co Christine J Soverel is a private foundation categorized as Private Foundation based in Mercer Island, WA. Its most recent IRS filing (2024) reports revenue of $80K, expenses of $119K, total assets of $1.2M. Imperigo tracks 13 reported grants from this foundation totaling approximately $288K.

EIN: 306083952 Mercer Island, WA Latest filing: 2024

Total Revenue$80K

Total Expenses$119K

Total Assets$1.2M

Grants Given13

Grant Total$288K

Filing Years2019–2024

Sample Grants Given

MOUNT DESERT ISLAND HOSPITAL AUXILARY

BAR HARBOR, ME · 2024

CHARITYRESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND

$13,600

JESUP MEMORIAL LIBRARY

BAR HARBOR, ME · 2024

PUBLIC CHARITY UNRESTRICTED GIFT

$13,600

JESUP MEMORIAL LIBRARY

BAR HARBOR, ME · 2023

PUBLIC CHARITY UNRESTRICTED GIFT

$24,385

MOUNT DESERT ISLAND HOSPITAL AUXILIARY

BAR HARBOR, ME · 2023

CHARITY - RESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND

$24,385

MOUNT DESERT ISLAND HOSPITAL AUXILIARY

BAR HARBOR, ME · 2022

CHARITY - RESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND

$31,488

Showing up to 5 of 13 total records — full history available with membership.

Officers & Directors

Trustee Andrew Gostel

TrusteeTreasurer Christine J Soverel

Trustee Peter Soverel

Officer compensation and complete director data available with membership.

Top Grant Purposes

PUBLIC CHARITY UNRESTRICTED GIFT

$123,284 5 grants

CHARITY - RESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND

$109,328 4 grants

TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND.

$23,181 2 grants

UNRESTRICTED GIFT

$18,274 1 grant

CHARITYRESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND

$13,600 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$80K	$119K	$1.2M
2023	$49K	$97K	$1.2M
2022	$56K	$92K	$1.3M
2020	$60K	$83K	$1.3M
2019	$77K	$85K	$1.3M

Between 2019 and 2024, reported annual revenue grew from $77K to $80K (+4%), with total assets most recently reported at $1.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in ME, WA.

MEWA

Full geographic grant map with state-by-state breakdown available with membership.

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