Balch Library P Upkeep Fd Td

SAINT LOUIS, MO EIN: 23-6216912

Balch Library P Upkeep Fd Td is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $170K in total assets. In 2025, it made $6K in qualifying distributions. Net investment income was $9K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$170K

+1.6% YoY

Revenue

$9K

+63.4% YoY

Qualifying Distributions

$6K

-52.2% YoY

Expenses

$6K

-57.9% YoY

Under IRS private-foundation payout rules, Balch Library P Upkeep Fd Td reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

About Balch Library P Upkeep Fd Td

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $19K (100%)

States

Virginia

Cities

Leesburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$170,250	$167,525	$176,986
Revenue	$9,085	$5,560	$69,742
Expenses	$6,302	$14,973	$16,382
Qualifying Distributions	$6,267	$13,115	$14,657
Net Investment Income	$8,591	$6,328	$70,313
Distributable Amount	$9,491	$8,910	$9,557

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	—

Frequently Asked Questions

How large is Balch Library P Upkeep Fd Td?

As of 2025, Balch Library P Upkeep Fd Td holds $170K in total assets with $9K in annual revenue.

Where does Balch Library P Upkeep Fd Td operate?

Balch Library P Upkeep Fd Td has awarded grants in Virginia.

How much is Balch Library P Upkeep Fd Td required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Balch Library P Upkeep Fd Td reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.