Nonprofit · EIN 83-1150552
BALGLEY FAMILY CHARITABLE FOUNDATION
Tax-exempt · PALM BCH GDNS, FL 33410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | -$45,186 | $408,947 | -$454,133 | $6,041,455 | $0 | $6,041,455 |
| December 31, 2024 | 990-PF | $159,183 | $538,498 | -$379,315 | $6,495,588 | $0 | $6,495,588 |
| December 31, 2023 | 990-PF | $372,084 | $494,106 | -$122,022 | $6,874,903 | $0 | $6,874,903 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $305,084
- Interest
- $18,997
- Net gain from sales of assets
- -$369,267
Expenses
- Grants and similar amounts paid
- $311,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $324,522
- Excise tax on investment income
- $4,505
Balance sheet and other
- Total assets, start of year
- $6,495,588
- Total assets, end of year
- $6,041,455
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,041,455
- Fair market value of assets
- $10,870,814
- Qualifying distributions
- $324,522
- Net investment income
- $324,081
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 |
|---|---|---|---|
| REBECCA G DOANE 2979 PGA BOULEVARD SUITE 201, PALM BEACH GARDENS, FL 33410 | TRUSTEE | 1 | $0 |
| MEREDITH A BALGLEY PO BOX 9293, ASHEVILLE, NC 288150293 | TRUSTEE | 1 | $0 |
| JOEL F BALGLEY P O BOX 530623, ST PETERSBURG, FL 337470623 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA G DOANE 2979 PGA BOULEVARD SUITE 201, PALM BEACH GARDENS, FL 33410 | TRUSTEE | 1 | $0 |
| MEREDITH A BALGLEY PO BOX 9293, ASHEVILLE, NC 288150293 | TRUSTEE | 1 | $0 |
| JOEL F BALGLEY P O BOX 530623, ST PETERSBURG, FL 337470623 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA G DOANE 2979 PGA BOULEVARD SUITE 201, PALM BEACH GARDENS, FL 33410 | TRUSTEE | 1 | $0 |
| MEREDITH A BALGLEY 232 BULL CREEK ROAD, ASHEVILLE, NC 288058702 | TRUSTEE | 1 | $0 |
| JOEL F BALGLEY P O BOX 530623, ST PETERSBURG, FL 337470623 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2979 PGA BLVD STE 201, PALM BCH GDNS, FL 33410-3002
- In care of
- % REBECCA G DOANE
- Signed the 990-PF
- REBECCA G DOANE, SECRETARY
- Phone
- (561) 656-0200
- Return prepared by
- DOANE & DOANE PA
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
- 83-1150552
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,041,455
- Income (IRS master file)
- $1,127,450
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | -$45,186 | $408,947 | $6,041,455 | XML |
| 990-PF | December 2024 | $159,183 | $538,498 | $6,495,588 | XML |
| 990-PF | December 2023 | $372,084 | $494,106 | $6,874,903 | 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 83-1150552).
Questions about BALGLEY FAMILY CHARITABLE FOUNDATION
- What is the EIN of BALGLEY FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BALGLEY FAMILY CHARITABLE FOUNDATION is 83-1150552.
- Is BALGLEY FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BALGLEY FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BALGLEY FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BALGLEY FAMILY CHARITABLE 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 BALGLEY FAMILY CHARITABLE 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 BALGLEY FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BALGLEY FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of -$45,186, expenses of $408,947 and total assets of $6,041,455 at year end.
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