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Nonprofit · EIN 84-6026270

BALLANTINE FAMILY CHARITABLE FUND

Tax-exempt · DURANGO, CO 81302

Financials

$418K$399K2023$372K$383K2024$444K$514K2025
Revenue Expenses · by fiscal year end
Financials of BALLANTINE FAMILY CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$444,197$513,893-$69,696$1,079,956$0$1,079,956
December 31, 2024990-PF$372,386$383,197-$10,811$1,149,652$0$1,149,652
December 31, 2023990-PF$418,367$398,735$19,632$1,158,463$0$1,158,463
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$141,075
Interest
$34
Net gain from sales of assets
$303,088

Expenses

Grants and similar amounts paid
$477,110
Disbursements for charitable purposes
$505,637
Excise tax on investment income
$6,060

Balance sheet and other

Total assets, start of year
$1,149,652
Total assets, end of year
$1,079,956
Total liabilities, end of year
$0
Net assets, end of year
$1,079,956
Fair market value of assets
$6,519,579
Qualifying distributions
$505,637
Net investment income
$444,197

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
RICHARD G BALLANTINE
PO BOX 1673, DURANGO, CO 81302
PRESIDENT0$0
ELIZABETH BALLANTINE
PO BOX 1673, DURANGO, CO 81302
VICE PRESIDE0$0
HELEN B HEALY
PO BOX 1673, DURANGO, CO 81302
TREASURER0$0
CHRISTOPHER BALLANTINE
PO BOX 1673, DURANGO, CO 81302
TRUSTEE0$0
DAVID BALLANTINE
PO BOX 1673, DURANGO, CO 81302
SECRETARY0$0
KAREN SHEEK
PO BOX 1673, DURANGO, CO 81302
TRUSTEE0$0
ELLEN ROBERTS
PO BOX 1923, DURANGO, CO 81302
TRUSTEE0$0
MARTHA MINOT
860 COUNTY ROAD 202, DURANGO, CO 81301
TRUSTEE0$0
BRIGGEN WRINKLE
PO BOX 1673, DURANGO, CO 81302
GRANT MANAGE0$0
990-PF for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
RICHARD G BALLANTINE
PO BOX 1673, DURANGO, CO 81302
PRESIDENT0$0
ELIZABETH BALLANTINE
PO BOX 1673, DURANGO, CO 81302
VICE PRESIDE0$0
HELEN B HEALY
PO BOX 1673, DURANGO, CO 81302
TREASURER0$0
CHRISTOPHER BALLANTINE
PO BOX 1673, DURANGO, CO 81302
TRUSTEE0$0
DAVID BALLANTINE
PO BOX 1673, DURANGO, CO 81302
SECRETARY0$0
KAREN SHEEK
PO BOX 1673, DURANGO, CO 81302
TRUSTEE0$0
ELLEN ROBERTS
PO BOX 1923, DURANGO, CO 81302
TRUSTEE0$0
MARTHA MINOT
860 COUNTY ROAD 202, DURANGO, CO 81301
TRUSTEE0$0
BRIGGEN WRINKLE
PO BOX 1673, DURANGO, CO 81302
ASST SECRETA0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
RICHARD G BALLANTINE
PO BOX 1673, DURANGO, CO 81302
PRESIDENT0$0
ELIZABETH BALLANTINE
PO BOX 1673, DURANGO, CO 81302
VICE PRESIDE0$0
HELEN B HEALY
PO BOX 1673, DURANGO, CO 81302
TREASURER0$0
CHRISTOPHER BALLANTINE
PO BOX 1673, DURANGO, CO 81302
TRUSTEE0$0
DAVID BALLANTINE
PO BOX 1673, DURANGO, CO 81302
SECRETARY0$0
KAREN SHEEK
PO BOX 1673, DURANGO, CO 81302
TRUSTEE0$0
BRIGGEN WRINKLE
PO BOX 1673, DURANGO, CO 81302
ASST SECRETA0$0

Address and contacts

Address (IRS master file)
PO BOX 1673, DURANGO, CO 81302-1673
In care of
% TAFOYA BARRETT & ASSOCIATES P
Signed the 990-PF
RICHARD G BALLANTINE, PRESIDENT
Phone
(970) 259-8000
Return prepared by
TAFOYA BARRETT AND ASSOCIATES PC

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
84-6026270
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
1959
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,079,956
Income (IRS master file)
$583,350

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$444,197$513,893$1,079,956IRS
990-PFDecember 2024$372,386$383,197$1,149,652IRS
990-PFDecember 2023$418,367$398,735$1,158,463XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 84-6026270).

Questions about BALLANTINE FAMILY CHARITABLE FUND

What is the EIN of BALLANTINE FAMILY CHARITABLE FUND?
The employer identification number (EIN) of BALLANTINE FAMILY CHARITABLE FUND is 84-6026270.
Is BALLANTINE FAMILY CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to BALLANTINE FAMILY CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BALLANTINE FAMILY CHARITABLE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of BALLANTINE FAMILY CHARITABLE FUND 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 BALLANTINE FAMILY CHARITABLE FUND 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 BALLANTINE FAMILY CHARITABLE FUND?
The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does BALLANTINE FAMILY CHARITABLE FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $444,197, expenses of $513,893 and total assets of $1,079,956 at year end.

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