Ballard Family Foundation
Ballard Family Foundation is a private foundation, based in New Bern, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $188K in total assets. In 2024, it awarded 4 grants totaling $8K. Net investment income was $5K.
Ballard Family Foundation at a glance
In short: Ballard Family Foundation gave $8K across 4 grants in 2024 (avg $2K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $7,675
- -5.5% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $1,919
- -5.5% vs 2023
- Median grant
- $1,500
- Total assets
- $187,583
- -1.5% vs 2023
- Primary geography
- North Carolina (74% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Ballard Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Salvation Army ($4K). Together the top 4 received $8K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How Ballard Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $8K (2024) to $9K (2022). In 2024 it made 4 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salvation Army New Bern, NC | Community | $4,000 |
| West Virginia University Morgantown, WV | Educational | $2,000 |
| Coastal Women's Shelter New Bern, NC | Community | $1,000 |
| Merci Clinic New Bern, NC | Community | $675 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $187,583 | $10,268 | $13,159 | $7,675 | 4 | $7,675 | $4,784 | $9,824 |
| 2023 | $190,474 | $51,911 | $10,573 | $8,124 | 4 | $8,124 | $49,462 | $7,675 |
| 2022 | $149,136 | $6,736 | $12,885 | $9,048 | 5 | $9,048 | $2,149 | $8,624 |
| 2021 | $155,285 | $16,543 | $12,127 | $7,990 | 7 | $7,990 | $11,656 | $8,548 |
| 2020 | $150,869 | $5,669 | $11,156 | $7,810 | 6 | — | $1,573 | $7,990 |
Under IRS private-foundation payout rules, Ballard Family Foundation reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ballard Family Foundation is led by Harry Ballard, President & Treasurer on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Harry Ballard
President & Treasurer
On filings since 2020
No compensation reported
Dolly Ballard
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Ballard Family Foundation
How much does Ballard Family Foundation give each year?
Ballard Family Foundation gave $8K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $8K across 4 grants.
What is Ballard Family Foundation's typical grant size?
Ballard Family Foundation's median grant in 2024 was $1,500, and its average grant was $1,919, across 4 grants on its 2024 IRS Form 990-PF.
Where does Ballard Family Foundation give grants?
Ballard Family Foundation gives mostly in North Carolina: 74% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was West Virginia (26%). The most frequent recipient cities were New Bern, NC (3 grants).
Does Ballard Family Foundation give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Ballard Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community" (3 grants).
How large is Ballard Family Foundation?
Ballard Family Foundation reported $188K in total assets on its 2024 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Ballard Family Foundation's EIN?
Ballard Family Foundation's EIN (Employer Identification Number) is 56-2025731. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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