Nonprofit · EIN 26-4741427
TS & JUANITA BALLANCE FOUNDATION
Tax-exempt · DECATUR, IL 62523
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $624,532 | $783,369 | -$158,837 | $9,400,202 | $0 | $9,400,202 |
| December 31, 2024 | 990-PF | $517,573 | $722,835 | -$205,262 | $9,376,199 | $0 | $9,376,199 |
| December 31, 2023 | 990-PF | $579,553 | $740,822 | -$161,269 | $9,594,130 | $0 | $9,594,130 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $372,785
- Net gain from sales of assets
- $251,683
- Other income
- $64
Expenses
- Grants and similar amounts paid
- $638,064
- Compensation of officers, directors and key employees
- $55,500
- Disbursements for charitable purposes
- $638,064
- Excise tax on investment income
- $7,761
Balance sheet and other
- Total assets, start of year
- $9,376,199
- Total assets, end of year
- $9,400,202
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,400,202
- Fair market value of assets
- $14,778,543
- Qualifying distributions
- $638,064
- Net investment income
- $624,532
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE A BALLANCE 1445 E ASHLAND AVE, MT ZION, IL 625491258 | DIRECTOR | 1 | $22,500 |
| BOLEN ROBINSON ELLIS LLP 202 S FRANKLIN STREET FLR 2, DECATUR, IL 62523 | DIRECTOR | 1 | $18,000 |
| KATHERINE HAUSSERMANN 602 N WAIOLA AVE, LAGRANGE PARK, IL 60526 | DIRECTOR | 1 | $7,500 |
| VICTORIA OCHOA 5405 CRESCENT GREEN CT, MORRIS, IL 60450 | DIRECTOR | 1 | $7,500 |
| MICHELLE O'BRYAN 132 SOUTH WATER STREET, DECATUR, IL 62523 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE A BALLANCE 1445 E ASHLAND AVE, MT ZION, IL 625491258 | DIRECTOR | 1 | $18,000 |
| BOLEN ROBINSON ELLIS LLP 202 S FRANKLIN STREET FLR 2, DECATUR, IL 62523 | DIRECTOR | 1 | $18,000 |
| KATHERINE HAUSSERMANN 602 N WAIOLA AVE, LAGRANGE PARK, IL 60526 | DIRECTOR | 1 | $7,500 |
| VICTORIA OCHOA 5405 CRESCENT GREEN CT, MORRIS, IL 60450 | DIRECTOR | 1 | $7,500 |
| MICHELLE O'BRYAN 132 SOUTH WATER STREET, DECATUR, IL 62523 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE A BALLANCE 1445 E ASHLAND AVE, MT ZION, IL 625491258 | DIRECTOR | 1 | $18,000 |
| BOLEN ROBINSON ELLIS LLP 202 S FRANKLIN STREET FLR 2, DECATUR, IL 62523 | DIRECTOR | 1 | $18,000 |
| KATHERINE HAUSSERMANN 602 N WAIOLA AVE, LAGRANGE PARK, IL 60526 | DIRECTOR | 1 | $7,500 |
| VICTORIA OCHOA 5405 CRESCENT GREEN CT, MORRIS, IL 60450 | DIRECTOR | 1 | $7,500 |
| LORI A MASSUTTI 132 SOUTH WATER STREET, DECATUR, IL 62523 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 132 S WATER ST STE 300, DECATUR, IL 62523-2314
- In care of
- % RICHARD TARRO
- Signed the 990-PF
- MICHELLE O'BRYAN, DIRECTOR
- Phone
- (217) 423-6000
- Return prepared by
- SIKICH 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-4741427
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $9,400,202
- Income (IRS master file)
- $2,763,069
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $624,532 | $783,369 | $9,400,202 | IRS |
| 990-PF | December 2024 | $517,573 | $722,835 | $9,376,199 | IRS |
| 990-PF | December 2023 | $579,553 | $740,822 | $9,594,130 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 26-4741427).
Questions about TS & JUANITA BALLANCE FOUNDATION
- What is the EIN of TS & JUANITA BALLANCE FOUNDATION?
- The employer identification number (EIN) of TS & JUANITA BALLANCE FOUNDATION is 26-4741427.
- Is TS & JUANITA BALLANCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to TS & JUANITA BALLANCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TS & JUANITA BALLANCE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TS & JUANITA BALLANCE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TS & JUANITA BALLANCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TS & JUANITA BALLANCE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $22,500 (CHARLOTTE A BALLANCE, DIRECTOR).
- How much revenue does TS & JUANITA BALLANCE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $624,532, expenses of $783,369 and total assets of $9,400,202 at year end.
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