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

Nonprofit · EIN 84-1741277

BAKALA FOUNDATION USA

Tax-exempt · GREENVILLE, SC 29601

Financials

$2.6M$2.2M2023$2.6M$360K2024
Revenue Expenses · by fiscal year end
Financials of BAKALA FOUNDATION USA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,550,100$360,411$2,189,689$14,970,741$5,446,971$9,523,770
December 31, 2023990-PF$2,610,505$2,156,577$453,928$11,024,892$3,690,811$7,334,081
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$509,580
Dividends
$486,497
Interest
$26,221
Net gain from sales of assets
$1,475,915
Other income
$51,887

Expenses

Grants and similar amounts paid
$100,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$110,326
Excise tax on investment income
$24,554

Balance sheet and other

Total assets, start of year
$11,024,892
Total assets, end of year
$14,970,741
Total liabilities, end of year
$5,446,971
Net assets, end of year
$9,523,770
Fair market value of assets
$41,041,760
Qualifying distributions
$110,326
Net investment income
$1,981,503

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARSHALL WINN
200 TINDAL AVENUE, GREENVILLE, SC 29605
PRESIDENT/DIRECTOR5$0
IVA BARANOVA
PERNEROVA 51, PRAGUE, EZ
SECRETARY/TREASURER/DIRECTOR5$0
WILLIAM KEEN
23 ATLANTIC POINTE, HILTON HEAD ISLAND, SC 29928
DIRECTOR1$0
ELEANOR W NORDHOLM
21 PINCKNEY STREET, GREENVILLE, SC 29601
DIRECTOR1$0
JOHN R WIGINGTON
14 JUNIPER LANE, HILTON HEAD ISLAND, SC 29928
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARSHALL WINN
200 TINDAL AVENUE, GREENVILLE, SC 29605
PRESIDENT/DIRECTOR5$10,000
WILLIAM KEEN
23 ATLANTIC POINTE, HILTON HEAD ISLAND, SC 29928
DIRECTOR1$10,000
ELEANOR W NORDHOLM
21 PINCKNEY STREET, GREENVILLE, SC 29601
DIRECTOR1$10,000
JOHN R WIGINGTON
14 JUNIPER LANE, HILTON HEAD ISLAND, SC 29928
DIRECTOR1$10,000
IVA BARANOVA
PERNEROVA 51, PRAGUE, EZ
SECRETARY/TREASURER/DIRECTOR5$0

Address and contacts

Address (IRS master file)
355 S MAIN ST STE 904, GREENVILLE, SC 29601-3265
In care of
% MARSHALL WINN
Signed the 990-PF
MARSHALL WINN, PRESIDENT
Phone
(864) 242-8204
Return prepared by
CHERRY BEKAERT ADVISORY 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 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-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-1741277
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,970,741
Income (IRS master file)
$8,299,742

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,550,100$360,411$14,970,741XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,610,505$2,156,577$11,024,892XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 84-1741277).

Questions about BAKALA FOUNDATION USA

What is the EIN of BAKALA FOUNDATION USA?
The employer identification number (EIN) of BAKALA FOUNDATION USA is 84-1741277.
Is BAKALA FOUNDATION USA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to BAKALA FOUNDATION USA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BAKALA FOUNDATION USA file?
Form 990-PF. Private foundations file every year.
When is the next return of BAKALA FOUNDATION USA 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 BAKALA FOUNDATION USA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BAKALA FOUNDATION USA?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does BAKALA FOUNDATION USA have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,550,100, expenses of $360,411 and total assets of $14,970,741 at year end.

Other nonprofits in GREENVILLE

All nonprofits in GREENVILLE · South Carolina · Philanthropy, voluntarism and grantmaking foundations