Nonprofit · EIN 83-6260131
DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME
Also known as WILLIAM M BLALOCK TTEE
Tax-exempt · BRADENTON, FL 34206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,717,743 | $1,392,995 | $324,748 | $18,344,199 | $0 | $18,344,199 |
| December 31, 2024 | 990-PF | $1,141,020 | $1,331,415 | -$190,395 | $18,018,963 | $0 | $18,018,963 |
| December 31, 2023 | 990-PF | $1,088,929 | $1,253,565 | -$164,636 | $18,209,103 | $0 | $18,209,103 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $492,926
- Interest
- $44,964
- Net gain from sales of assets
- $1,179,853
Expenses
- Grants and similar amounts paid
- $1,144,592
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $1,144,592
- Excise tax on investment income
- $10,996
Balance sheet and other
- Total assets, start of year
- $18,018,963
- Total assets, end of year
- $18,344,199
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,344,199
- Fair market value of assets
- $24,693,465
- Qualifying distributions
- $1,144,592
- Net investment income
- $877,706
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 |
|---|---|---|---|
| WILLIAM M BLALOCK PO BOX 9301, BRADENTON, FL 34206 | TRUSTEE | 2 | $40,000 |
| JAMES ALDERMAN 3201 26TH ST W, BRADENTON, FL 34205 | TRUSTEE | 1 | $20,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M BLALOCK PO BOX 9301, BRADENTON, FL 34206 | TRUSTEE | 2 | $40,000 |
| JAMES ALDERMAN 3201 26TH ST W, BRADENTON, FL 34205 | TRUSTEE | 1 | $20,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M BLALOCK PO BOX 9301, BRADENTON, FL 34206 | TRUSTEE | 2 | $40,000 |
| JAMES ALDERMAN 3201 26TH ST W, BRADENTON, FL 34205 | TRUSTEE | 1 | $20,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 9301, BRADENTON, FL 34206-9301
- Signed the 990-PF
- WILLIAM M BLALOCK, TRUSTEE
- Phone
- (941) 748-9776
- Return prepared by
- REHFELDT GROUP 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 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
- 83-6260131
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $18,344,199
- Income (IRS master file)
- $7,543,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,717,743 | $1,392,995 | $18,344,199 | IRS |
| 990-PF | December 2024 | $1,141,020 | $1,331,415 | $18,018,963 | IRS |
| 990-PF | December 2023 | $1,088,929 | $1,253,565 | $18,209,103 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 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 83-6260131).
Questions about DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME
- What is the EIN of DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME?
- The employer identification number (EIN) of DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME is 83-6260131.
- Is DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME 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 DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME 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 DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $40,000 (WILLIAM M BLALOCK, TRUSTEE).
- How much revenue does DANIEL S BLALOCK JR CHARITABLE FOUNDATION TR UAD 5-13-1988 AS AME have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,717,743, expenses of $1,392,995 and total assets of $18,344,199 at year end.
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