Nonprofit · EIN 35-1783030
THE HAZEL & WALTER T BALES FOUNDATION INC
Tax-exempt · JEFFERSONVLLE, IN 47130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,490,154 | $1,150,849 | $339,305 | $11,047,128 | $0 | $11,047,128 |
| December 31, 2024 | 990-PF | $703,007 | $963,610 | -$260,603 | $10,862,902 | $0 | $10,862,902 |
| December 31, 2023 | 990-PF | $893,829 | $879,860 | $13,969 | $11,117,611 | $0 | $11,117,611 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $393,002
- Interest
- $90,473
- Net gain from sales of assets
- $985,279
Expenses
- Grants and similar amounts paid
- $1,028,500
- Disbursements for charitable purposes
- $1,030,900
- Excise tax on investment income
- $19,137
Balance sheet and other
- Total assets, start of year
- $10,707,823
- Total assets, end of year
- $11,047,128
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,047,128
- Fair market value of assets
- $23,784,666
- Qualifying distributions
- $1,030,900
- Net investment income
- $1,490,154
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 |
|---|---|---|---|
| JUDY ADAMSON 630 BROADWAY, JEFFERSONVILLE, IN 47130 | SECRETARY | 0 | $0 |
| LORI LEWIS 630 BROADWAY, JEFFERSONVILLE, IN 47130 | EXECUTIVE DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDY ADAMSON 630 BROADWAY, JEFFERSONVILLE, IN 47130 | SECRETARY | 0 | $0 |
| LORI LEWIS 630 BROADWAY, JEFFERSONVILLE, IN 47130 | EXECUTIVE DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDY ADAMSON 630 BROADWAY, JEFFERSONVILLE, IN 47130 | SECRETARY | 0 | $0 |
| LORI LEWIS 630 BROADWAY, JEFFERSONVILLE, IN 47130 | EXECUTIVE DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 630 BROADWAY ST, JEFFERSONVLLE, IN 47130-3526
- In care of
- % LORI D LEWIS
- Signed the 990-PF
- LORI D LEWIS, DIRECTOR
- Phone
- (812) 282-2586
- Return prepared by
- Lewis Tax Service
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
- 35-1783030
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $11,047,128
- Income (IRS master file)
- $2,117,464
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,490,154 | $1,150,849 | $11,047,128 | IRS |
| 990-PF | December 2024 | $703,007 | $963,610 | $10,862,902 | XML |
| 990-PF | December 2023 | $893,829 | $879,860 | $11,117,611 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 35-1783030).
Questions about THE HAZEL & WALTER T BALES FOUNDATION INC
- What is the EIN of THE HAZEL & WALTER T BALES FOUNDATION INC?
- The employer identification number (EIN) of THE HAZEL & WALTER T BALES FOUNDATION INC is 35-1783030.
- Is THE HAZEL & WALTER T BALES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to THE HAZEL & WALTER T BALES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HAZEL & WALTER T BALES FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HAZEL & WALTER T BALES FOUNDATION INC 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 THE HAZEL & WALTER T BALES FOUNDATION INC 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 THE HAZEL & WALTER T BALES FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE HAZEL & WALTER T BALES FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,490,154, expenses of $1,150,849 and total assets of $11,047,128 at year end.
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