Nonprofit · EIN 92-2863751
BISSELL BALLANTYNE LEGACY FDN
Tax-exempt · CHARLOTTE, NC 28211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $86,167,732 | $209,369 | $85,958,363 | $53,045,951 | $306 | $53,045,645 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $50,002,137
- Dividends
- $336,137
- Interest
- $176
- Net gain from sales of assets
- $35,829,282
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $60,192
- Excise tax on investment income
- $500,446
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $53,045,951
- Total liabilities, end of year
- $306
- Net assets, end of year
- $53,045,645
- Fair market value of assets
- $53,045,951
- Net investment income
- $36,097,900
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WHITNEY FELD 6801 CARNEGIE BLVD SUITE 425, CHARLOTTE, NC 28211 | PRESIDENT | 40 | $60,192 | $1,760 |
| HOWARD C BISSELL 6801 CARNEGIE BLVD SUITE 425, CHARLOTTE, NC 28211 | FOUNDING DIRECTOR | 1 | $0 | $0 |
| MARGARET G BISSELL 6801 CARNEGIE BLVD SUITE 425, CHARLOTTE, NC 28211 | FOUNDING DIRECTOR | 1 | $0 | $0 |
| BARBARA BISSELL KOPCZYNSKI 6801 CARNEGIE BLVD SUITE 425, CHARLOTTE, NC 28211 | BOARD CHAIR | 10 | $0 | $0 |
| PAUL HATTENHAUER 6801 CARNEGIE BLVD SUITE 425, CHARLOTTE, NC 28211 | SECRETARY | 1 | $0 | $0 |
| ANNETTE SIVERLING 6801 CARNEGIE BLVD SUITE 425, CHARLOTTE, NC 28211 | TREASURER | 1 | $0 | $0 |
| DAVID FINNIE 6801 CARNEGIE BLVD SUITE 425, CHARLOTTE, NC 28211 | VICE CHAIR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6801 CARNEGIE BLVD STE 425, CHARLOTTE, NC 28211-3664
- In care of
- % HOWARD C BISSELL
- Signed the 990-PF
- WHITNEY FELD, PRESIDENT
- Phone
- (704) 248-2029
- Return prepared by
- PESTA FINNIE & ASSOCIATES 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 92-2863751
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $182,984,486
- Income (IRS master file)
- $351,752,299
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $86,167,732 | $209,369 | $53,045,951 | XML |
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 92-2863751).
Questions about BISSELL BALLANTYNE LEGACY FDN
- What is the EIN of BISSELL BALLANTYNE LEGACY FDN?
- The employer identification number (EIN) of BISSELL BALLANTYNE LEGACY FDN is 92-2863751.
- Is BISSELL BALLANTYNE LEGACY FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to BISSELL BALLANTYNE LEGACY FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BISSELL BALLANTYNE LEGACY FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BISSELL BALLANTYNE LEGACY FDN 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 BISSELL BALLANTYNE LEGACY FDN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of BISSELL BALLANTYNE LEGACY FDN?
- The 990-PF for the year ended December 31, 2023 lists 7 people; 1 received compensation from the organization, the highest $60,192 (WHITNEY FELD, PRESIDENT).
- How much revenue does BISSELL BALLANTYNE LEGACY FDN have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $86,167,732, expenses of $209,369 and total assets of $53,045,951 at year end.
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