Nonprofit · EIN 91-1884397
COUNTERBALANCE FOUNDATION
Tax-exempt · SEATTLE, WA 98109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,208 | $8,006 | -$798 | $156,844 | $5,734 | $151,110 |
| December 31, 2023 | 990-PF | $7,636 | $5,237 | $2,399 | $155,770 | $3,862 | $151,908 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $6,372
- Net gain from sales of assets
- $836
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,531
- Excise tax on investment income
- $55
Balance sheet and other
- Total assets, start of year
- $155,770
- Total assets, end of year
- $156,844
- Total liabilities, end of year
- $5,734
- Net assets, end of year
- $151,110
- Fair market value of assets
- $397,477
- Qualifying distributions
- $1,531
- Net investment income
- $7,208
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIAN WYARD 2212 QUEEN ANNE AVE N 522, SEATTLE, WA 98109 | PRES/TREAS | 4 | $0 |
| ANTHONY SPAIN 2212 QUEEN ANNE AVE N 522, SEATTLE, WA 98109 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIAN WYARD 2212 QUEEN ANNE AVE N 522, SEATTLE, WA 98109 | PRES/TREAS | 4 | $0 |
| ANTHONY SPAIN 2212 QUEEN ANNE AVE N 522, SEATTLE, WA 98109 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2212 QUEEN ANNE AVE N 522, SEATTLE, WA 98109-2383
- In care of
- % ADRIAN WYARD
- Signed the 990-PF
- ADRIAN WYARD, PRESIDENT
- Phone
- (206) 718-7300
- Website
- WWW.COUNTERBALANCE.ORG
- Return prepared by
- MORRISSETTE ACCOUNTING SOLUTIONS PLLC
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 | Not 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
- 91-1884397
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $156,844
- Income (IRS master file)
- $7,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,208 | $8,006 | $156,844 | IRS |
| 990-PF | December 2023 | $7,636 | $5,237 | $155,770 | 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 91-1884397).
Questions about COUNTERBALANCE FOUNDATION
- What is the EIN of COUNTERBALANCE FOUNDATION?
- The employer identification number (EIN) of COUNTERBALANCE FOUNDATION is 91-1884397.
- Is COUNTERBALANCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to COUNTERBALANCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does COUNTERBALANCE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COUNTERBALANCE FOUNDATION 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 COUNTERBALANCE FOUNDATION 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 COUNTERBALANCE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does COUNTERBALANCE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,208, expenses of $8,006 and total assets of $156,844 at year end.
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