Nonprofit · EIN 13-4101107
BALSAMO FAMILY FOUNDATION INC
Tax-exempt · NEW YORK, NY 10006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $446,558 | $105,465 | $341,093 | $2,040,846 | $0 | $2,040,846 |
| September 30, 2024 | 990-PF | $390,959 | $104,198 | $286,761 | $1,699,753 | $0 | $1,699,753 |
| September 30, 2023 | 990-PF | $41,152 | $146,099 | -$104,947 | $1,424,656 | $11,664 | $1,412,992 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $343,807
- Dividends
- $42,429
- Interest
- $3,205
- Net gain from sales of assets
- $57,117
Expenses
- Grants and similar amounts paid
- $86,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $89,745
- Excise tax on investment income
- $5,612
Balance sheet and other
- Total assets, start of year
- $1,699,753
- Total assets, end of year
- $2,040,846
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,040,846
- Fair market value of assets
- $2,367,548
- Qualifying distributions
- $89,745
- Net investment income
- $410,760
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | PRESIDENT/TREASURER | 0 | $0 |
| SUSAN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRES/SECRETARY | 0 | $0 |
| KATHRYN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRESIDENT | 0 | $0 |
| LINDSAY BALSAMO C/O STEPHEN BALSAMO, 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | PRESIDENT/TREASURER | 0 | $0 |
| SUSAN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRES/SECRETARY | 0 | $0 |
| KATHRYN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRESIDENT | 0 | $0 |
| LINDSAY BALSAMO C/O STEPHEN BALSAMO, 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | PRESIDENT/TREASURER | 0 | $0 |
| SUSAN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRES/SECRETARY | 0 | $0 |
| KATHRYN BALSAMO 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRESIDENT | 0 | $0 |
| LINDSAY BALSAMO C/O STEPHEN BALSAMO, 110 MAPLE HILL ROAD, GLENCOE, IL 600221310 | VICE PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 61 BROADWAY RM 512, NEW YORK, NY 10006-2744
- In care of
- % STEPHEN BALSAMO
- Signed the 990-PF
- STEPHEN BALSAMO, PRESIDENT/TREAS
- Phone
- (847) 242-0717
- Return prepared by
- JAD CONSULTING LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 13-4101107
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,040,846
- Income (IRS master file)
- $1,089,868
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $446,558 | $105,465 | $2,040,846 | XML |
| 990-PF | September 2024 | $390,959 | $104,198 | $1,699,753 | XML |
| 990-PF | September 2023 | $41,152 | $146,099 | $1,424,656 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4101107).
Questions about BALSAMO FAMILY FOUNDATION INC
- What is the EIN of BALSAMO FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BALSAMO FAMILY FOUNDATION INC is 13-4101107.
- Is BALSAMO FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BALSAMO FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BALSAMO FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BALSAMO FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALSAMO FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BALSAMO FAMILY FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BALSAMO FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $446,558, expenses of $105,465 and total assets of $2,040,846 at year end.
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