Nonprofit · EIN 85-6725647
JEAN MILETICH CHARITABLE FOUNDATION
Also known as JEAN E BALLINGER TTEE
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $154,321 | $180,674 | -$26,353 | $2,907,624 | $0 | $2,907,624 |
| December 31, 2023 | 990-PF | $251,644 | $179,851 | $71,793 | $2,907,801 | $0 | $2,907,801 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $99,180
- Interest
- $217
- Net gain from sales of assets
- $54,924
Expenses
- Grants and similar amounts paid
- $140,062
- Compensation of officers, directors and key employees
- $15,700
- Disbursements for charitable purposes
- $140,062
- Excise tax on investment income
- $1,633
Balance sheet and other
- Total assets, start of year
- $2,907,801
- Total assets, end of year
- $2,907,624
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,907,624
- Fair market value of assets
- $2,907,624
- Qualifying distributions
- $140,062
- Net investment income
- $154,321
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jean Ballinger CPA PO Box 28, Burlington, IA 52601 | Trustee | 10 | $15,700 |
| Jean Ballinger CPA PO Box 28, Burlington, IA 52601 | Tax Prep | 4 | $2,050 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jean Ballinger CPA PO Box 28, Burlington, IA 52601 | Trustee | 10 | $15,300 |
| Jean Ballinger CPA PO Box 28, Burlington, IA 52601 | Tax Prep | 4 | $2,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 28, BURLINGTON, IA 52601-0028
- In care of
- % JEAN E BALLINGER TRUSTEE
- Signed the 990-PF
- Jean E Ballinger, Trustee
- Phone
- (319) 752-7500
- Return prepared by
- Jean E Ballinger CPA
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 | Not 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
- 85-6725647
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,907,624
- Income (IRS master file)
- $580,355
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $154,321 | $180,674 | $2,907,624 | IRS |
| 990-PF | December 2023 | $251,644 | $179,851 | $2,907,801 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 85-6725647).
Questions about JEAN MILETICH CHARITABLE FOUNDATION
- What is the EIN of JEAN MILETICH CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JEAN MILETICH CHARITABLE FOUNDATION is 85-6725647.
- Is JEAN MILETICH CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JEAN MILETICH CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEAN MILETICH CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEAN MILETICH CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEAN MILETICH CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JEAN MILETICH CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $15,700 (Jean Ballinger CPA, Trustee).
- How much revenue does JEAN MILETICH CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $154,321, expenses of $180,674 and total assets of $2,907,624 at year end.
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