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Nonprofit · EIN 47-4148161

DETERMAN BALK FAMILY FOUNDATION NFP

Tax-exempt · LAKE FOREST, IL 60045

Financials

$449K$133K2023$45K$156K2024$135K$155K2025
Revenue Expenses · by fiscal year end
Financials of DETERMAN BALK FAMILY FOUNDATION NFP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$135,342$154,758-$19,416$1,458,928$0$1,458,928
December 31, 2024990-PF$44,813$155,639-$110,826$1,478,697$0$1,478,697
December 31, 2023990-PF$448,792$133,237$315,555$1,589,907$0$1,589,907
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$35,827
Net gain from sales of assets
$99,515

Expenses

Grants and similar amounts paid
$144,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$149,456
Excise tax on investment income
$1,808

Balance sheet and other

Total assets, start of year
$1,478,697
Total assets, end of year
$1,458,928
Total liabilities, end of year
$0
Net assets, end of year
$1,458,928
Fair market value of assets
$3,340,707
Qualifying distributions
$149,456
Net investment income
$135,342

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.

NameTitleHours / weekCompensation
NATHANIEL BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
VICE PRESIDENT1$0
THOMAS BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
TREASURER1$0
LANCE BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
PRESIDENT1$0
HENRY BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
VICE PRESIDENT1$0
MARGARET DETERMAN
1200 LOCH LANE, LAKE FOREST, IL 60045
SECRETARY1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
NATHANIEL BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
VICE PRESIDENT1$0
THOMAS BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
TREASURER1$0
LANCE BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
PRESIDENT1$0
HENRY BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
VICE PRESIDENT1$0
MARGARET DETERMAN
1200 LOCH LANE, LAKE FOREST, IL 60045
SECRETARY1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
NATHANIEL BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
PRESIDENT/SECRETARY1$0
THOMAS BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
VICE PRESIDENT/TREASURER1$0
LANCE BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
DIRECTOR1$0
HENRY BALK
1200 LOCH LANE, LAKE FOREST, IL 60045
DIRECTOR1$0
MARGARET DETERMAN
1200 LOCH LANE, LAKE FOREST, IL 60045
DIRECTOR1$0

Address and contacts

Address (IRS master file)
1200 LOCH LN, LAKE FOREST, IL 60045-3346
In care of
% THE AYCO COMPANY LP - NTG
Signed the 990-PF
LANCE BALK, DIRECTOR
Phone
(518) 640-5000
Return prepared by
TOPEL FORMAN 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-4148161
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,458,928
Income (IRS master file)
$135,826

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$135,342$154,758$1,458,928IRS
990-PFDecember 2024$44,813$155,639$1,478,697IRS
990-PFDecember 2023$448,792$133,237$1,589,907XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 47-4148161).

Questions about DETERMAN BALK FAMILY FOUNDATION NFP

What is the EIN of DETERMAN BALK FAMILY FOUNDATION NFP?
The employer identification number (EIN) of DETERMAN BALK FAMILY FOUNDATION NFP is 47-4148161.
Is DETERMAN BALK FAMILY FOUNDATION NFP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to DETERMAN BALK FAMILY FOUNDATION NFP tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DETERMAN BALK FAMILY FOUNDATION NFP file?
Form 990-PF. Private foundations file every year.
When is the next return of DETERMAN BALK FAMILY FOUNDATION NFP 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 DETERMAN BALK FAMILY FOUNDATION NFP 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 DETERMAN BALK FAMILY FOUNDATION NFP?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does DETERMAN BALK FAMILY FOUNDATION NFP have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $135,342, expenses of $154,758 and total assets of $1,458,928 at year end.

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