Nonprofit · EIN 52-1602528
THE FREDERICK S BALSAM SR CHARITABLE TRUST
Tax-exempt · WESTMINSTER, MD 21158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,272 | $18,520 | -$7,248 | $301,326 | $0 | $301,326 |
| December 31, 2024 | 990-PF | $5,945 | $12,920 | -$6,975 | $300,161 | $0 | $300,161 |
| December 31, 2023 | 990-PF | $5,861 | $10,936 | -$5,075 | $274,664 | $0 | $274,664 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,977
- Net gain from sales of assets
- $5,295
Expenses
- Grants and similar amounts paid
- $18,100
- Excise tax on investment income
- $74
Balance sheet and other
- Total assets, start of year
- $300,161
- Total assets, end of year
- $301,326
- Total liabilities, end of year
- $0
- Net assets, end of year
- $301,326
- Fair market value of assets
- $301,326
- Net investment income
- $5,295
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 |
|---|---|---|---|
| FRED S BALSAM JR 794 ERIKASVIEW DRIVE, WESTMINSTER, MD 21158 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED S BALSAM JR 794 ERIKASVIEW DRIVE, WESTMINSTER, MD 21158 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED S BALSAM JR 794 ERIKASVIEW DRIVE, WESTMINSTER, MD 21158 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 794 ERICKASVIEW DR, WESTMINSTER, MD 21158-3644
- Signed the 990-PF
- FRED S BALSAM JR, PRESIDENT
- Phone
- (301) 807-7244
- Return prepared by
- My Tax Lady 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
- 52-1602528
- 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)
- $301,326
- Income (IRS master file)
- $20,290
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,272 | $18,520 | $301,326 | XML |
| 990-PF | December 2024 | $5,945 | $12,920 | $300,161 | IRS |
| 990-PF | December 2023 | $5,861 | $10,936 | $274,664 | XML |
| 990-PF | December 2022 | – | – | – | 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 52-1602528).
Questions about THE FREDERICK S BALSAM SR CHARITABLE TRUST
- What is the EIN of THE FREDERICK S BALSAM SR CHARITABLE TRUST?
- The employer identification number (EIN) of THE FREDERICK S BALSAM SR CHARITABLE TRUST is 52-1602528.
- Is THE FREDERICK S BALSAM SR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to THE FREDERICK S BALSAM SR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE FREDERICK S BALSAM SR CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE FREDERICK S BALSAM SR CHARITABLE TRUST 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 FREDERICK S BALSAM SR CHARITABLE TRUST 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 FREDERICK S BALSAM SR CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE FREDERICK S BALSAM SR CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,272, expenses of $18,520 and total assets of $301,326 at year end.
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