Hildegard H Balin Charitable Tr 052896

Horton David F & W F B N A Ttee

Saint Louis, MO
Tax-exempt since Aug. 1996
EIN: 77-6132316

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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 N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$566k (2024)

Expenses

$520k (2024)

Total Assets

$4.67M (2024)

Total Liabilities

$13.3k (2024)

Years with missing data

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

$565,633

Expenses

$520,327

Net Income

$45,306

Net Assets

$4,655,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$128,137	22.7%
Sales of Assets	$119,437	21.1%
Other Income	$193,070	34.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,223	65.2%
Compensation of Officers*	$96,892	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,669,255
Total Liabilities	$13,325
Net Assets	$4,655,930

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Co Trustee)	$96,892	$0
David F Horton (Co Trustee)	$0	$0

990-PF

Filed on May 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,165,127

Expenses

$582,523

Net Income

$582,604

Net Assets

$4,611,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,660	10.7%
Sales of Assets	$835,412	71.7%
Other Income	$48,079	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$425,225	73.0%
Compensation of Officers*	$93,839	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,626,572
Total Liabilities	$15,200
Net Assets	$4,611,372

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Co Trustee)	$93,839	$0
David F Horton (Co Trustee)	$0	$0

990-PF

Filed on May 9, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$313,697

Expenses

$504,568

Net Income

-$190,871

Net Assets

$4,022,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,281	23.4%
Sales of Assets	$60,810	19.4%
Other Income	$156	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$331,098	65.6%
Compensation of Officers*	$93,338	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,022,659
Total Liabilities	$0
Net Assets	$4,022,659

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Co Trustee)	$93,338	$0
David F Horton (Co Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$909,578

Expenses

$569,346

Net Income

$340,232

Net Assets

$4,191,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,161	6.5%
Sales of Assets	$671,105	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$358,963	63.0%
Compensation of Officers*	$89,529	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,191,866
Total Liabilities	$0
Net Assets	$4,191,866

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$89,529	$0
David F Horton (Co Trustee)	$0	$0

990-PF

Filed on Aug. 18, 2023

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

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2020

Revenue

$1,555,518

Expenses

$528,819

Net Income

$1,026,699

Net Assets

$3,841,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,516	2.9%
Sales of Assets	$1,320,682	84.9%
Other Income	$190,320	12.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$353,699	66.9%
Compensation of Officers*	$88,555	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,841,403
Total Liabilities	$0
Net Assets	$3,841,403

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2019

Revenue

$458,302

Expenses

$468,547

Net Income

-$10,245

Net Assets

$2,788,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,141	8.8%
Sales of Assets	$219,920	48.0%
Other Income	$198,241	43.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$326,590	69.7%
Compensation of Officers*	$85,381	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,788,285
Total Liabilities	$0
Net Assets	$2,788,285

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

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.
2017

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.
2016

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.
2015

Revenue

$476,197

Expenses

$430,516

Net Income

$45,681

Net Assets

$3,123,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,958	6.5%
Sales of Assets	$244,821	51.4%
Other Income	$8,305	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,968	65.7%
Compensation of Officers*	$71,924	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,123,315
Total Liabilities	$0
Net Assets	$3,123,315

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$450,055

Expenses

$428,844

Net Income

$21,211

Net Assets

$3,060,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,909	6.4%
Sales of Assets	$244,518	54.3%
Other Income	$378	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,426	63.1%
Compensation of Officers*	$73,504	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,060,874
Total Liabilities	$0
Net Assets	$3,060,874

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$337,637

Expenses

$432,013

Net Income

-$94,376

Net Assets

$3,054,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,753	8.5%
Sales of Assets	$149,816	44.4%
Other Income	$1,045	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,987	59.9%
Compensation of Officers*	$59,669	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,054,624
Total Liabilities	$0
Net Assets	$3,054,624

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$251,993

Expenses

$406,404

Net Income

-$154,411

Net Assets

$3,137,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,452	12.1%
Sales of Assets	$61,476	24.4%
Other Income	$1,149	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,980	67.2%
Compensation of Officers*	$58,570	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,137,403
Total Liabilities	$0
Net Assets	$3,137,403

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$537,222

Expenses

$348,074

Net Income

$189,148

Net Assets

$3,302,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,131	4.3%
Sales of Assets	$339,459	63.2%
Other Income	$174,632	32.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,777	55.1%
Compensation of Officers*	$69,264	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,302,406
Total Liabilities	$0
Net Assets	$3,302,406

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

Fiscal Year Ending Dec.
2008

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.
2007

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.
2006

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.
2005

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.
2004

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.
2003

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.
2002

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.
2001

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

About This Data

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Hildegard H Balin Charitable Tr 052896

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $566k (2024)

Expenses $520k (2024)

Total Assets $4.67M (2024)

Total Liabilities $13.3k (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

No Document Links

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

Revenue

$566k (2024)

Expenses

$520k (2024)

Total Assets

$4.67M (2024)

Total Liabilities

$13.3k (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

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001