Nonprofit · EIN 83-2521945
BALES FAMILY FOUNDATION
Tax-exempt · GLEN ALLEN, VA 23059
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $100,704 | $14,413 | $86,291 | $480,059 | $0 | $480,059 |
| December 31, 2024 | 990-PF | $98,172 | $37,513 | $60,659 | $393,768 | $0 | $393,768 |
| December 31, 2023 | 990-PF | $16,370 | $33,784 | -$17,414 | $333,109 | $0 | $333,109 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $80,000
- Dividends
- $13,835
- Net gain from sales of assets
- $6,869
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,000
- Excise tax on investment income
- $288
Balance sheet and other
- Total assets, start of year
- $393,768
- Total assets, end of year
- $480,059
- Total liabilities, end of year
- $0
- Net assets, end of year
- $480,059
- Fair market value of assets
- $850,790
- Qualifying distributions
- $10,000
- Net investment income
- $20,704
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM B BALES 3005 BLUFFTON RIDGE, WILLIAMSBURG, VA 23185 | PRESIDENT | 0.5 | $0 |
| MARGA L BALES 3005 BLUFFTON RIDGE, WILLIAMSBURG, VA 23185 | SECRETARY | 0.5 | $0 |
| WILLIAM B BALES II 12360 MORNING CREEK ROAD, GLEN ALLEN, VA 23059 | TREASURER | 1 | $0 |
| MARNA BALES 203 ROCKETTS WAY, RICHMOND, VA 23231 | DIRECTOR | 0.5 | $0 |
| CHARLES C BALES 78-10 34TH AVE APT 3C, JACKSON HEIGHTS, NY 11372 | VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM B BALES 3005 BLUFFTON RIDGE, WILLIAMSBURG, VA 23185 | PRESIDENT | 0.5 | $0 |
| MARGA L BALES 3005 BLUFFTON RIDGE, WILLIAMSBURG, VA 23185 | SECRETARY | 0.5 | $0 |
| WILLIAM B BALES II 12360 MORNING CREEK ROAD, GLEN ALLEN, VA 23059 | TREASURER | 1 | $0 |
| MARNA BALES 203 ROCKETTS WAY, RICHMOND, VA 23231 | DIRECTOR | 0.5 | $0 |
| CHARLES C BALES 78-10 34TH AVE APT 3C, JACKSON HEIGHTS, NY 11372 | VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM B BALES 3005 BLUFFTON RIDGE, WILLIAMSBURG, VA 23185 | PRESIDENT | 0.5 | $0 |
| MARGA L BALES 3005 BLUFFTON RIDGE, WILLIAMSBURG, VA 23185 | SECRETARY | 0.5 | $0 |
| WILLIAM B BALES II 12360 MORNING CREEK ROAD, GLEN ALLEN, VA 23059 | TREASURER | 1 | $0 |
| MARNA BALES 203 ROCKETTS WAY, RICHMOND, VA 23231 | DIRECTOR | 0.5 | $0 |
| CHARLES C BALES 78-10 34TH AVE APT 3C, JACKSON HEIGHTS, NY 11372 | VICE PRESIDENT | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 12360 MORNING CREEK RD, GLEN ALLEN, VA 23059-7100
- In care of
- % WILLIAM BALES
- Signed the 990-PF
- WILLIAM B BALES II, TREASURER
- Phone
- (804) 363-9476
- Return prepared by
- PBMARES 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 | 990-PF 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
- 83-2521945
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $480,059
- Income (IRS master file)
- $100,704
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $100,704 | $14,413 | $480,059 | IRS |
| 990-PF | December 2024 | $98,172 | $37,513 | $393,768 | IRS |
| 990-PF | December 2023 | $16,370 | $33,784 | $333,109 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 83-2521945).
Questions about BALES FAMILY FOUNDATION
- What is the EIN of BALES FAMILY FOUNDATION?
- The employer identification number (EIN) of BALES FAMILY FOUNDATION is 83-2521945.
- Is BALES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to BALES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BALES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BALES FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALES FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BALES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BALES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,704, expenses of $14,413 and total assets of $480,059 at year end.
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All nonprofits in GLEN ALLEN · Virginia · Philanthropy, voluntarism and grantmaking foundations