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Nonprofit · EIN 38-2556356

JAMES AND SHIRLEY BALK FOUNDATION

Tax-exempt · GRAND RAPIDS, MI 49505

Financials

−$1.1M$156K2023$1M$203K2024
Revenue Expenses · by fiscal year end
Financials of JAMES AND SHIRLEY BALK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,030,497$202,643$827,854$7,489,421$0$7,489,421
December 31, 2023990-PF-$1,090,069$156,418-$1,246,487$6,661,567$0$6,661,567
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$220,000
Dividends
$115,689
Interest
$6
Net gain from sales of assets
$694,802

Expenses

Grants and similar amounts paid
$146,700
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$148,839
Excise tax on investment income
$10,518

Balance sheet and other

Total assets, start of year
$6,661,567
Total assets, end of year
$7,489,421
Total liabilities, end of year
$0
Net assets, end of year
$7,489,421
Fair market value of assets
$5,675,716
Qualifying distributions
$148,839
Net investment income
$810,497

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
JAMES BALK II
6997 WILDERMERE, ROCKFORD, MI 49341
TRUSTEE0$0
SHIRLEY BALK
6997 WILDERMERE, ROCKFORD, MI 49341
TRUSTEE0$0
JAMES H BALK
6721 THREE MILE RD NE, ADA, MI 49301
TRUSTEE0$0
MARTIN A BALK
7175 WILDERMERE DR NE, ROCKFORD, MI 49341
TRUSTEE0$0
STEVEN J BALK
10357 LAKESHORE DR, WEST OLIVE, MI 49460
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JAMES BALK II
6997 WILDERMERE, ROCKFORD, MI 49341
TRUSTEE0$0
SHIRLEY BALK
6997 WILDERMERE, ROCKFORD, MI 49341
TRUSTEE0$0
JAMES H BALK
6721 THREE MILE RD NE, ADA, MI 49301
TRUSTEE0$0
MARTIN A BALK
7175 WILDERMERE DR NE, ROCKFORD, MI 49341
TRUSTEE0$0
STEVEN J BALK
10357 LAKESHORE DR, WEST OLIVE, MI 49460
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1230 MONROE AVE NW, GRAND RAPIDS, MI 49505-4620
Signed the 990-PF
SHIRLEY A BALK, TRUSTEE
Phone
(616) 458-1414
Return prepared by
HELMHOLDTCOMPANY LLP CPAS

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
38-2556356
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
1984
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,489,421
Income (IRS master file)
$34,935,918

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,030,497$202,643$7,489,421XML
990-PFDecember 2023-$1,090,069$156,418$6,661,567XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 38-2556356).

Questions about JAMES AND SHIRLEY BALK FOUNDATION

What is the EIN of JAMES AND SHIRLEY BALK FOUNDATION?
The employer identification number (EIN) of JAMES AND SHIRLEY BALK FOUNDATION is 38-2556356.
Is JAMES AND SHIRLEY BALK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to JAMES AND SHIRLEY BALK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES AND SHIRLEY BALK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES AND SHIRLEY BALK 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 JAMES AND SHIRLEY BALK 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 JAMES AND SHIRLEY BALK FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does JAMES AND SHIRLEY BALK FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,030,497, expenses of $202,643 and total assets of $7,489,421 at year end.

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