Nonprofit · EIN 58-6381081
THE BALLOUN FAMILY FOUNDATION
Also known as BALLOUN JAMES S TTEE
Tax-exempt · HENDERSON, NV 89074
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $633,982 | $674,844 | -$40,862 | $15,488,394 | $0 | $15,488,394 |
| December 31, 2024 | 990-PF | $1,084,806 | $651,105 | $433,701 | $15,598,685 | $0 | $15,598,685 |
| December 31, 2023 | 990-PF | $11,328,662 | $141,411 | $11,187,251 | $15,014,695 | $0 | $15,014,695 |
| December 31, 2022 | 990-PF (amended) | $46,718 | $88,658 | -$41,940 | $3,814,835 | $0 | $3,814,835 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $568,284
- Net gain from sales of assets
- $65,698
Expenses
- Grants and similar amounts paid
- $620,050
- Compensation of officers, directors and key employees
- $10,000
- Disbursements for charitable purposes
- $625,050
- Excise tax on investment income
- $8,255
Balance sheet and other
- Total assets, start of year
- $15,598,685
- Total assets, end of year
- $15,488,394
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,488,394
- Fair market value of assets
- $16,619,834
- Qualifying distributions
- $625,050
- Net investment income
- $633,982
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 |
|---|---|---|---|
| CHARLES SCHWAB TRUST CO 2360 CORPORATE CIRCLE SUITE 400, HENDERSON, NV 89074 | TRUSTEE | 40 | $10,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES SCHWAB TRUST CO OF DELAWARE 4250 LANCASTER PIKE, WILMINGTON, DE 19805 | TRUSTEE | 40 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL B WEBB 1516 CHESTNUT STREET, WILMINGTON, NC 28401 | TRUSTEE | 1 | $0 |
| JOHN MARK BALLOUN 1516 CHESTNUT STREET, WILMINGTON, NC 28401 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES S BALLOUN 1516 CHESTNUT STREET, WILMINGTON, NC 28401 | TRUSTEE | 0 | $0 |
| JILL B WEBB 1516 CHESTNUT STREET, WILMINGTON, NC 28401 | TRUSTEE | 1 | $0 |
| JOHN MARK BALLOUN 1516 CHESTNUT STREET, WILMINGTON, NC 28401 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2360 CORPORATE CIRCLE, HENDERSON, NV 89074-7707
- In care of
- % WACHOVIA BANK NA
- Signed the 990-PF
- STEVEN ZANG, SR TX MANAGER
- Phone
- (877) 862-4304
- Return prepared by
- PWC US TAX LLP
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
- 58-6381081
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $15,488,394
- Income (IRS master file)
- $3,641,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $633,982 | $674,844 | $15,488,394 | IRS |
| 990-PF | December 2024 | $1,084,806 | $651,105 | $15,598,685 | IRS |
| 990-PF | December 2023 | $11,328,662 | $141,411 | $15,014,695 | XML |
| 990-PF | December 2022 | $46,718 | $88,658 | $3,814,835 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 58-6381081).
Questions about THE BALLOUN FAMILY FOUNDATION
- What is the EIN of THE BALLOUN FAMILY FOUNDATION?
- The employer identification number (EIN) of THE BALLOUN FAMILY FOUNDATION is 58-6381081.
- Is THE BALLOUN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE BALLOUN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BALLOUN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BALLOUN FAMILY 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 THE BALLOUN FAMILY 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 THE BALLOUN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,000 (CHARLES SCHWAB TRUST CO, TRUSTEE).
- How much revenue does THE BALLOUN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $633,982, expenses of $674,844 and total assets of $15,488,394 at year end.
Other nonprofits in HENDERSON
- AMK CHARITABLE FOUNDATION EIN 46-6844643 · last filed 990-PF for 2024
- TROESH FAMILY FOUNDATION EIN 33-0885955 · last filed 990-PF for 2024
- WILLIAM AND WENDY HORNBUCKLE FAMILY FOUNDATION EIN 86-3251367 · last filed 990-PF for 2025
- PENTA CARES FOUNDATION EIN 83-4096410 · last filed 990 for 2025
- ALLENDER FAMILY FOUNDATION INC EIN 20-8017640 · last filed 990-PF for 2025
- ESTELLE S CAMPBELL CHARITABLE FOUNDATION EIN 25-1809360 · last filed 990-PF for 2025
- LEES HELPING HAND FOUNDATION EIN 65-1208223 · last filed 990 for 2025
- SCOTTY SNOW FAMILY FOUNDATION EIN 41-2660299 · last filed 990-PF for 2025
All nonprofits in HENDERSON · Nevada · Philanthropy, voluntarism and grantmaking foundations