Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-1436372

BALFOUR BEATTY COMMUNITIES FOUNDATION

Tax-exempt · MALVERN, PA 19355

Financials

$61K$143K2023$308K$161K2024
Revenue Expenses · by fiscal year end
Financials of BALFOUR BEATTY COMMUNITIES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$308,079$160,803$147,276$2,948,237$58,253$2,889,984
December 31, 2023990$60,672$142,655-$81,983$2,526,177$17,897$2,508,280
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$342,949
Program service revenue
$0
Investment income
$74,583
Net gain from sales of assets
$5,146
Net income from fundraising events
-$109,453
Other revenue
-$109,453

Expenses

Grants and similar amounts paid
$127,375
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$9,000
Program services (functional)
$127,375
Management and general (functional)
$32,398
Fundraising (functional)
$1,030

Balance sheet and other

Total assets, start of year
$2,526,177
Total assets, end of year
$2,948,237
Total liabilities, end of year
$58,253
Net assets, end of year
$2,889,984
Publicly traded securities
$2,227,160
Net assets without donor restrictions
$2,889,984
Gross receipts
$620,337
Employees
0
Volunteers
13
Year formed
2007
State of legal domicile
PA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LINDA BRADLEYDIR., VP & T
Trustee or director, Officer
1.5$0
LESLIE COHNDIR., VP & S
Trustee or director, Officer
0.9$0
GORDON DANIELSDIRECTOR
Trustee or director
0.2$0
KATHLEEN GRIMDIR. & VP
Trustee or director, Officer
0.3$0
DENISE HUBLEYDIR. & VP
Trustee or director, Officer
0.3$0
G SCOTT RAFSHOONDIRECTOR
Trustee or director
0.9$0
CHRISTOPHER WILLIAMSDIR. & PRESI
Trustee or director, Officer
1.3$0
SARAH BITTOVP & ASST. T
Officer
1.3$0
SALLY CARLINASSISTANT SE
Officer
2.2$0
MARINA DIKOSVP
Officer
0.6$0
MAUREEN OMRODVICE PRESIDE
Officer
1.3$0
MIKE PRICEVICE PRESIDE
Officer
0.9$0
KATIE RICHARDSONVICE PRESIDE
Officer
0.2$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
LINDA BRADLEYVP & TREASUR
Trustee or director, Officer
1.3$0
LESLIE COHNDIR., VP & S
Trustee or director, Officer
0.7$0
GORDON DANIELSDIRECTOR
Trustee or director
0.7$0
KATHLEEN GRIMDIR. & VP
Trustee or director, Officer
0.3$0
DENISE HUBLEYDIR. & VP
Trustee or director, Officer
0.3$0
G SCOTT RAFSHOONDIRECTOR
Trustee or director
0.3$0
CHRISTOPHER WILLIAMSDIR. & PRESI
Trustee or director, Officer
1.1$0
SARAH BITTOVP & ASST. T
Officer
0.7$0
SALLY CARLINASSISTANT SE
Officer
1.5$0
MARINA DIKOSVP
Officer
0.7$0
TERESA EDELMANVP
Officer
0.2$0
SHARON MARCONEASSISTANT SE
Officer
–$0
MAUREEN OMRODVICE PRESIDE
Officer
1$0
MIKE PRICEVICE PRESIDE
Officer
0.2$0
KATIE RICHARDSONVICE PRESIDE
Officer
0.2$0

Address and contacts

Address (IRS master file)
1 COUNTRY VIEW ROAD, MALVERN, PA 19355-1438
Principal officer (990 for 2024)
MARINA DIKOS, 1 COUNTRY VIEW ROAD, MALVERN, PA 19355
Signed the 990
SARAH BITTO, VP & ASST. TREASURER
Phone
(610) 355-8100
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

Mission

THE BALFOUR BEATTY COMMUNITIES FOUNDATION IS A NON-PROFIT ORGANIZATION THAT PRINCIPALLY FOCUSES ON SUPPORTING THE POST-SECONDARY EDUCATIONAL GOALS OF RESIDENTS THAT LIVE IN COMMUNITIES AFFILIATED WITH BALFOUR BEATTY COMMUNITIES, LLC. THE FOUNDATION HAS ALSO COMMITTED TO HONORING MILITARY PERSONNEL - ACTIVE, WOUNDED, AND FALLEN - BY SUPPORTING SIMILAR ORGANIZATIONS THAT ASSIST MILITARY SERVICE MEMBERS AND THEIR FAMILIES.

990 for the year ended December 31, 2024

Program accomplishments

  • SCHOLARSHIPS AWARDED TO HIGH SCHOOL SENIORS AND/OR UNDERGRADUATE STUDENTS ATTENDING ACCREDITED EDUCATIONAL INSTITUTIONS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE A CHILD OF AN ACTIVE DUTY SERVICE MEMBER STATIONED AT ANY OF THE BASES/INSTALLATIONS WHERE BALFOUR BEATTY MANAGES HOUSING AT TIME OF APPLICATION
    Expenses $127,375 · grants $127,375

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-1436372
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,948,237
Income (IRS master file)
$620,337

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$308,079$160,803$2,948,237IRS
990December 2023$60,672$142,655$2,526,177XML
990December 2022$255,477$155,516$2,353,643IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 26-1436372).

Questions about BALFOUR BEATTY COMMUNITIES FOUNDATION

What is the EIN of BALFOUR BEATTY COMMUNITIES FOUNDATION?
The employer identification number (EIN) of BALFOUR BEATTY COMMUNITIES FOUNDATION is 26-1436372.
Is BALFOUR BEATTY COMMUNITIES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to BALFOUR BEATTY COMMUNITIES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BALFOUR BEATTY COMMUNITIES FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BALFOUR BEATTY COMMUNITIES 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 BALFOUR BEATTY COMMUNITIES FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BALFOUR BEATTY COMMUNITIES FOUNDATION?
The 990 for the year ended December 31, 2024 names MARINA DIKOS.
Who are the officers and directors of BALFOUR BEATTY COMMUNITIES FOUNDATION?
The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
How much revenue does BALFOUR BEATTY COMMUNITIES FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $308,079, expenses of $160,803 and total assets of $2,948,237 at year end.

Other nonprofits in MALVERN

All nonprofits in MALVERN · Pennsylvania · Public and societal benefit