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Nonprofit · EIN 23-7003181

BIALKIN FAMILY FOUNDATION

Tax-exempt · NEW YORK, NY 10024

Financials

−$1M$1.6M2023$6M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of BIALKIN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,008,352$1,565,753$4,442,599$25,179,888$25,000$25,154,888
December 31, 2023990-PF-$1,037,836$1,637,576-$2,675,412$20,791,656$79,367$20,712,289
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$302,019
Net gain from sales of assets
$5,553,721
Other income
$152,612

Expenses

Grants and similar amounts paid
$1,085,500
Compensation of officers, directors and key employees
$86,400
Disbursements for charitable purposes
$1,145,484
Excise tax on investment income
$77,678

Balance sheet and other

Total assets, start of year
$20,791,656
Total assets, end of year
$25,179,888
Total liabilities, end of year
$25,000
Net assets, end of year
$25,154,888
Fair market value of assets
$40,090,168
Qualifying distributions
$1,145,484
Net investment income
$6,008,352

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LISA BIALKIN
100 WEST 78TH STREET, NEW YORK, NY 10024
CHAIR/PRES/TREAS/CHIEF ADMIN OFFICER30$72,000
JANEEN ESPINEL
71 WILLOW STREET, FLORAL PARK, NY 11001
SECRETARY/CO-TREASURER1$14,400
ANN E BIALKIN
211 CENTRAL PARK WEST, NEW YORK, NY 10024
SENIOR VP., DIRECTOR1$0
JOHANNA BIALKIN
4107 17TH STREET, SAN FRANCISCO, CA 94114
EXECUTIVE VP/CHIEF GRANT OFFICER1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LISA BIALKIN
100 WEST 78TH STREET, NEW YORK, NY 10024
CHAIR/PRES/TREAS/CHIEF ADMIN OFFICER30$72,000
JANEEN ESPINEL
71 WILLOW STREET, FLORAL PARK, NY 11001
SECRETARY/CO-TREASURER1$14,400
ANN E BIALKIN
211 CENTRAL PARK WEST, NEW YORK, NY 10024
SENIOR VP., DIRECTOR1$0
JOHANNA BIALKIN
4107 17TH STREET, SAN FRANCISCO, CA 94114
EXECUTIVE VP/CHIEF GRANT OFFICER1$0

Address and contacts

Address (IRS master file)
211 CENTRAL PARK W, NEW YORK, NY 10024-6020
In care of
% BIALKIN FAMILY FOUNDATION
Signed the 990-PF
LISA BIALKIN, CHAIR/PRES/TREAS/CHIEF ADMIN OFFICE
Phone
(917) 974-9336
Return prepared by
CBIZ ADVISORS 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-7003181
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$25,179,888
Income (IRS master file)
$13,911,381

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,008,352$1,565,753$25,179,888IRS
990-TDecember 2024–––IRS
990-PFDecember 2023-$1,037,836$1,637,576$20,791,656XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 23-7003181).

Questions about BIALKIN FAMILY FOUNDATION

What is the EIN of BIALKIN FAMILY FOUNDATION?
The employer identification number (EIN) of BIALKIN FAMILY FOUNDATION is 23-7003181.
Is BIALKIN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to BIALKIN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BIALKIN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BIALKIN FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BIALKIN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BIALKIN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $72,000 (LISA BIALKIN, CHAIR/PRES/TREAS/CHIEF ADMIN OFFICER).
How much revenue does BIALKIN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,008,352, expenses of $1,565,753 and total assets of $25,179,888 at year end.

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