Nonprofit · EIN 65-0829807
JAMES AND ALVINA BARTOS BALOG FOUNDATION INC
Tax-exempt · MORRISTOWN, NJ 07960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $1,443,527 | $391,596 | $1,051,931 | $10,333,131 | $0 | $10,333,131 |
| March 31, 2024 | 990-PF | $564,861 | $416,306 | $148,555 | $9,281,200 | $0 | $9,281,200 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $156,770
- Interest
- $44,491
- Net gain from sales of assets
- $1,242,266
Expenses
- Grants and similar amounts paid
- $379,243
- Disbursements for charitable purposes
- $379,243
- Excise tax on investment income
- $19,893
Balance sheet and other
- Total assets, start of year
- $9,281,200
- Total assets, end of year
- $10,333,131
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,333,131
- Fair market value of assets
- $10,406,392
- Qualifying distributions
- $829,597
- Net investment income
- $1,443,527
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen Balog 624 Van Beuren Road, Morristown, NJ 07960 | Director | 1 | $0 |
| JAMES D BALOG 624 VAN BEUREN ROAD, MORRISTOWN, NJ 07960 | Director | 0 | $0 |
| MICHAEL G BALOG 624 VAN BEUREN ROAD, MORRISTOWN, NJ 07960 | Director | 2 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D BALOG 624 VAN BEUREN ROAD, MORRISTOWN, NJ 07960 | DIRECTOR | 0 | $0 |
| STEPHEN J BALOG 624 VAN BEUREN ROAD, MORRISTOWN, NJ 07960 | DIRECTOR | 1 | $0 |
| MICHAEL G BALOG 624 VAN BEUREN ROAD, MORRISTOWN, NJ 07960 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 10 DOUGLAS RD, MORRISTOWN, NJ 07960-7023
- In care of
- % CURTIS WARD
- Signed the 990-PF
- Stephen Balog, President
- Phone
- (908) 723-0465
- Return prepared by
- 1800ACCOUNTANT 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-0829807
- 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
- 1999
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,333,131
- Income (IRS master file)
- $136,224,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $1,443,527 | $391,596 | $10,333,131 | XML |
| 990-PF | March 2024 | $564,861 | $416,306 | $9,281,200 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | 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 65-0829807).
Questions about JAMES AND ALVINA BARTOS BALOG FOUNDATION INC
- What is the EIN of JAMES AND ALVINA BARTOS BALOG FOUNDATION INC?
- The employer identification number (EIN) of JAMES AND ALVINA BARTOS BALOG FOUNDATION INC is 65-0829807.
- Is JAMES AND ALVINA BARTOS BALOG FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to JAMES AND ALVINA BARTOS BALOG FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES AND ALVINA BARTOS BALOG FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES AND ALVINA BARTOS BALOG FOUNDATION INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES AND ALVINA BARTOS BALOG FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of JAMES AND ALVINA BARTOS BALOG FOUNDATION INC?
- The 990-PF for the year ended March 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JAMES AND ALVINA BARTOS BALOG FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $1,443,527, expenses of $391,596 and total assets of $10,333,131 at year end.
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