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Nonprofit · EIN 84-6044826

RUDY BALKE TRUST INC

Tax-exempt · COLORADO SPGS, CO 80919

Financials

$23K$69K2023$11K$71K2024$13K$57K2025
Revenue Expenses · by fiscal year end
Financials of RUDY BALKE TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$13,368$56,622-$43,254$228,600$0$228,600
December 31, 2024990-PF$11,362$70,739-$59,377$272,440$0$272,440
December 31, 2023990-PF$23,252$69,437-$46,185$331,168$0$331,168
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,694
Interest
$7
Net rental income
-$58
Net gain from sales of assets
$3,667

Expenses

Grants and similar amounts paid
$38,362
Compensation of officers, directors and key employees
$8,100
Disbursements for charitable purposes
$46,761
Excise tax on investment income
$49

Balance sheet and other

Total assets, start of year
$272,440
Total assets, end of year
$228,600
Total liabilities, end of year
$0
Net assets, end of year
$228,600
Fair market value of assets
$1,068,738
Qualifying distributions
$46,761
Net investment income
$13,368

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.

NameTitleHours / weekCompensation
JEFF WILLIAMS
4955 SUNBIRD CLIFFS DRIVE, COLORADO SPRINGS, CO 80919
PRESIDENT/TREASURER1$2,575
RUTH ZALEWSKI
PO BOX 244, VICTOR, CO 80860
SECRETARY1$2,200
GARY HORTON
PO BOX 184, VICTOR, CO 80860
TRUSTEE1$1,800
JON ZALEWSKI
PO BOX 244, VICTOR, CO 80860
VICE PRESIDENT1$1,800
BRIAN HAYES
PO BOX 125, VICTOR, CO 80860
TRUSTEE1$900
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
LOIS BEACH
PO BOX 184, VICTOR, CO 80860
TRUSTEE1$1,800
JEFF WILLIAMS
4955 SUNBIRD CLIFFS DRIVE, COLORADO SPRINGS, CO 80919
TRUSTEE1$1,800
JON ZALEWSKI
PO BOX 244, VICTOR, CO 80860
TRUSTEE1$1,800
GARY HORTON
PO BOX 125, VICTOR, CO 80860
TRUSTEE1$1,800
RUTH ZALEWSKI
PO BOX 244, VICTOR, CO 80860
TRUSTEE1$1,800
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LOIS BEACH
PO BOX 184, VICTOR, CO 80860
TRUSTEE1$1,800
JEFF WILLIAMS
4955 SUNBIRD CLIFFS DRIVE, COLORADO SPRINGS, CO 80919
TRUSTEE1$1,800
JON ZALEWSKI
PO BOX 244, VICTOR, CO 80860
TRUSTEE1$1,800
GARY HORTON
PO BOX 125, VICTOR, CO 80860
TRUSTEE1$1,800
RUTH ZALEWSKI
PO BOX 244, VICTOR, CO 80860
TRUSTEE1$1,800

Address and contacts

Address (IRS master file)
4955 SUNBIRD CLIFFS DR, COLORADO SPGS, CO 80919-8010
Signed the 990-PF
JEFF WILLIAMS, TRUSTEE
Phone
(719) 598-9312
Return prepared by
WAUGH & GOODWIN 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-6044826
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
1966
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$228,600
Income (IRS master file)
$139,478

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$13,368$56,622$228,600IRS
990-PFDecember 2024$11,362$70,739$272,440IRS
990-PFDecember 2023$23,252$69,437$331,168XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 84-6044826).

Questions about RUDY BALKE TRUST INC

What is the EIN of RUDY BALKE TRUST INC?
The employer identification number (EIN) of RUDY BALKE TRUST INC is 84-6044826.
Is RUDY BALKE TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to RUDY BALKE TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RUDY BALKE TRUST INC file?
Form 990-PF. Private foundations file every year.
When is the next return of RUDY BALKE TRUST INC 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 RUDY BALKE TRUST INC 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 RUDY BALKE TRUST INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $2,575 (JEFF WILLIAMS, PRESIDENT/TREASURER).
How much revenue does RUDY BALKE TRUST INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,368, expenses of $56,622 and total assets of $228,600 at year end.

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