Nonprofit · EIN 58-6276300
THE BALSER FOUNDATION
Also known as BALSER RONALD D & BARBARA B TTEES
Tax-exempt · NAPLES, FL 34108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $39,842 | $55,471 | -$15,629 | $630,674 | $0 | $630,674 |
| June 30, 2024 | 990-PF | $26,909 | $50,444 | -$23,535 | $646,303 | $0 | $646,303 |
| June 30, 2023 | 990-PF | -$3,178 | $64,668 | -$67,846 | $669,839 | $0 | $669,839 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $18,225
- Net gain from sales of assets
- $21,617
Expenses
- Grants and similar amounts paid
- $47,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $47,000
- Excise tax on investment income
- $436
Balance sheet and other
- Total assets, start of year
- $646,303
- Total assets, end of year
- $630,674
- Total liabilities, end of year
- $0
- Net assets, end of year
- $630,674
- Fair market value of assets
- $944,186
- Qualifying distributions
- $47,000
- Net investment income
- $39,842
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD D BALSER 7575 PELICAN BAY BLVD APT 1807 PH, NAPLES, FL 34108 | TRUSTEE | 1 | $0 |
| BARBARA B BALSER 7575 PELICAN BAY BLVD APT 1807 PH, NAPLES, FL 34108 | TRUSTEE | 1 | $0 |
| DANIEL E BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| R JONATHAN BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| GINGER BALSER JUDGE 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| BARTON J FRIEDLAND 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| JON D FRIEDLAND 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| LAURA G BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD D BALSER 7575 PELICAN BAY BLVD APT 1807 PH, NAPLES, FL 34108 | TRUSTEE | 1 | $0 |
| BARBARA B BALSER 7575 PELICAN BAY BLVD APT 1807 PH, NAPLES, FL 34108 | TRUSTEE | 1 | $0 |
| DANIEL E BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| R JONATHAN BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| GINGER BALSER JUDGE 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| BARTON J FRIEDLAND 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| JON D FRIEDLAND 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| LAURA G BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD D BALSER 7575 PELICAN BAY BLVD APT 1807 PH, NAPLES, FL 34108 | TRUSTEE | 1 | $0 |
| BARBARA B BALSER 7575 PELICAN BAY BLVD APT 1807 PH, NAPLES, FL 34108 | TRUSTEE | 1 | $0 |
| DANIEL E BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| R JONATHAN BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| GINGER BALSER JUDGE 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| BARTON J FRIEDLAND 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| JON D FRIEDLAND 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
| LAURA G BALSER 3445 PEACHTREE RD NE STE 1400, ATLANTA, GA 30326 | COMM. MEMBER | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 7575 PELICAN BAY BLVD APT 1807, NAPLES, FL 34108-5542
- Signed the 990-PF
- RONALD D BALSER, CO-TRUSTEE
- Phone
- (239) 596-1467
- Return prepared by
- ANDERSEN TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6276300
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $630,674
- Income (IRS master file)
- $58,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $39,842 | $55,471 | $630,674 | IRS |
| 990-PF | June 2024 | $26,909 | $50,444 | $646,303 | IRS |
| 990-PF | June 2023 | -$3,178 | $64,668 | $669,839 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 58-6276300).
Questions about THE BALSER FOUNDATION
- What is the EIN of THE BALSER FOUNDATION?
- The employer identification number (EIN) of THE BALSER FOUNDATION is 58-6276300.
- Is THE BALSER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to THE BALSER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BALSER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BALSER FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BALSER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE BALSER FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does THE BALSER FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $39,842, expenses of $55,471 and total assets of $630,674 at year end.
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