Ts & Juanita Ballance Foundation

Decatur, IL
Tax-exempt since Aug. 2009
EIN: 26-4741427

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$518k (2024)

Expenses

$723k (2024)

Total Assets

$9.38M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$517,573

Expenses

$722,835

Net Income

-$205,262

Net Assets

$9,376,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$341,096	65.9%
Sales of Assets	$165,577	32.0%
Other Income	$10,900	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$578,641	80.1%
Compensation of Officers*	$51,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,376,199
Total Liabilities	$0
Net Assets	$9,376,199

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
Bolen Robinson Ellis Llp (Director)	$18,000	$0
Katherine Haussermann (Director)	$7,500	$0
Victoria Ochoa (Director)	$7,500	$0
Michelle O'bryan (Director)	$0	$0

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990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$579,553

Expenses

$740,822

Net Income

-$161,269

Net Assets

$9,594,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$309,687	53.4%
Sales of Assets	$267,854	46.2%
Other Income	$2,012	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$607,700	82.0%
Compensation of Officers*	$51,000	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,594,130
Total Liabilities	$0
Net Assets	$9,594,130

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
Bolen Robinson Ellis Llp (Director)	$18,000	$0
Katherine Haussermann (Director)	$7,500	$0
Victoria Ochoa (Director)	$7,500	$0
Lori A Massutti (Director)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$282,050

Expenses

$870,165

Net Income

-$588,115

Net Assets

$9,832,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$249,969	88.6%
Sales of Assets	$32,071	11.4%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$659,830	75.8%
Compensation of Officers*	$51,000	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,832,835
Total Liabilities	$0
Net Assets	$9,832,835

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
Bolen Robinson Ellis Llp (Director)	$18,000	$0
Katherine Haussermann (Director)	$7,500	$0
Victoria Ochoa (Director)	$7,500	$0
Lori A Massutti (Director)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,656,187

Expenses

$759,179

Net Income

$897,008

Net Assets

$10,382,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$292,366	17.7%
Sales of Assets	$1,363,650	82.3%
Other Income	$171	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$566,850	74.7%
Compensation of Officers*	$51,000	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,382,684
Total Liabilities	$0
Net Assets	$10,382,684

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
Bolen Robinson Ellis Llp (Director)	$18,000	$0
Katherine Haussermann (Director)	$7,500	$0
Victoria Ochoa (Director)	$7,500	$0
Lori A Massutti (Director)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$392,017

Expenses

$695,126

Net Income

-$303,109

Net Assets

$9,508,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$233,206	59.5%
Sales of Assets	$158,811	40.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$561,781	80.8%
Compensation of Officers*	$50,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,543,920
Total Liabilities	$35,633
Net Assets	$9,508,287

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
Bolen Robinson Ellis Llp (Director)	$18,000	$0
Katherine Haussermann (Director)	$7,000	$0
Victoria Ochoa (Director)	$7,000	$0
Lori A Massutti (Director)	$0	$0

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990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$379,136

Expenses

$719,822

Net Income

-$340,686

Net Assets

$9,668,295

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	1.3%
Interest Revenue	$0
Dividends	$248,734	65.6%
Sales of Assets	$125,365	33.1%
Other Income	$37	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$546,499	75.9%
Compensation of Officers*	$48,000	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,668,296
Total Liabilities	$1
Net Assets	$9,668,295

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
Bolen Robinson Ellis Llp (Director)	$18,000	$0
Katherine Haussermann (Director)	$6,000	$0
Victoria Ochoa (Director)	$6,000	$0
Lori A Massutti (Director)	$0	$0

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990-PF

Filed on Aug. 31, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$932,567

Expenses

$753,873

Net Income

$178,694

Net Assets

$9,979,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$245,341	26.3%
Sales of Assets	$687,142	73.7%
Other Income	$84	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$563,333	74.7%
Compensation of Officers*	$39,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,979,177
Total Liabilities	$0
Net Assets	$9,979,177

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
Bolen Robinson Ellis Llp (Director)	$18,000	$0
Katherine Haussermann (Director)	$1,500	$0
Victoria Ochoa (Director)	$1,500	$0
Lori A Massutti (Director)	$0	$0

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990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$709,456

Expenses

$733,963

Net Income

-$24,507

Net Assets

$10,233,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	14.1%
Interest Revenue	$0
Dividends	$240,270	33.9%
Sales of Assets	$369,186	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$521,333	71.0%
Compensation of Officers*	$36,000	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,233,873
Total Liabilities	$0
Net Assets	$10,233,873

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
Bolen Robinson Ellis Llp (Director)	$18,000	$0
Richard Tarro (Director)	$0	$0

990-PF

Filed on Aug. 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$298,683

Expenses

$696,616

Net Income

-$397,933

Net Assets

$10,297,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$234,570	78.5%
Sales of Assets	$64,113	21.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$508,445	73.0%
Compensation of Officers*	$36,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,297,170
Total Liabilities	$0
Net Assets	$10,297,170

Compensation

Key Employees and Officers	Compensation	Other
Charlotte A Ballance (Director)	$18,000	$0
T G Bolen (Director)	$10,500	$0
Bolen Robinson Ellis Llp (Director)	$7,500	$0
Richard Tarro (Director)	$0	$0

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990-PF

Filed on Aug. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$498,629

Expenses

$679,157

Net Income

-$180,528

Net Assets

$9,453,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$210,000	42.1%
Interest Revenue	$0
Dividends	$258,408	51.8%
Sales of Assets	$30,221	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$524,200	77.2%
Compensation of Officers*	$31,500	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,453,865
Total Liabilities	$0
Net Assets	$9,453,865

Compensation

Key Employees and Officers	Compensation	Other
T G Bolen (Director)	$15,750	$0
Charlotte A Ballance (Director)	$15,750	$0
Richard Tarro (Director)	$0	$0

990-PF

Filed on Aug. 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$736,330

Expenses

$1,014,897

Net Income

-$278,567

Net Assets

$9,249,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$301,439	40.9%
Sales of Assets	$434,436	59.0%
Other Income	$455	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$458,933	45.2%
Compensation of Officers*	$36,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,499,393
Total Liabilities	$250,000
Net Assets	$9,249,393

Compensation

Key Employees and Officers	Compensation	Other
T G Bolen (Director)	$18,000	$0
Charlotte A Ballance (Director)	$18,000	$0
Richard Tarro (Director)	$0	$0

990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,244,936

Expenses

$523,692

Net Income

$721,244

Net Assets

$9,527,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	32.1%
Interest Revenue	$0
Dividends	$261,015	21.0%
Sales of Assets	$579,436	46.5%
Other Income	$4,485	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,250	60.0%
Compensation of Officers*	$84,000	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,527,960
Total Liabilities	$0
Net Assets	$9,527,960

Compensation

Key Employees and Officers	Compensation	Other
T G Bolen (Director)	$42,000	$0
Charlotte A Ballance (Director)	$42,000	$0
Richard Tarro (Director)	$0	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2012

Revenue

$8,881,922

Expenses

$67,413

Net Income

$8,814,509

Net Assets

$8,827,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,467,440	95.3%
Interest Revenue	$0
Dividends	$144,991	1.6%
Sales of Assets	$268,958	3.0%
Other Income	$533	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,900	34.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,827,157
Total Liabilities	$1
Net Assets	$8,827,156

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$30,000

Expenses

$20,935

Net Income

$9,065

Net Assets

$25,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,850	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,200
Total Liabilities	$40,000
Net Assets	$25,200

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated January 26, 2026

Ts & Juanita Ballance Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $518k (2024)

Expenses $723k (2024)

Total Assets $9.38M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$518k (2024)

Expenses

$723k (2024)

Total Assets

$9.38M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009