Charlotte a Ballance Charitable Foundation
Charlotte a Ballance Charitable Foundation is a private foundation, based in Mt Zion, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8K in total assets. In 2024, it awarded 1 grant totaling $20K.
Charlotte a Ballance Charitable Foundation at a glance
In short: Charlotte a Ballance Charitable Foundation gave $20K across 1 grant in 2024 (avg $20K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $20,000
- -60.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $20,000
- -60.0% vs 2023
- Median grant
- $20,000
- Total assets
- $8,362
- +0.0% vs 2023
- Primary geography
- Illinois (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Charlotte a Ballance Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Central Christian Church ($20K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Charlotte a Ballance Charitable Foundation gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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 $80 (2020) to $50K (2023). In 2024 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Central Christian Church Decatur, IL | Religious | $20,000 |
Ready to take the next step with Charlotte a Ballance Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $8,362 | $20,000 | $20,000 | $20,000 | 1 | $20,000 | $493 |
| 2023 | $8,362 | $50,000 | $50,000 | $50,000 | 1 | $50,000 | $427 |
| 2022 | $8,362 | — | $600 | — | — | $600 | $427 |
| 2021 | $8,962 | — | $600 | — | — | $600 | $456 |
| 2020 | $9,562 | — | $80 | $80 | 1 | — | $471 |
Under IRS private-foundation payout rules, Charlotte a Ballance Charitable Foundation reported a distributable amount of $493 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charlotte a Ballance Charitable Foundation is led by Charlotte A. Ballance, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Charlotte A. Ballance
President
On filings since 2020
1 hr/week
No compensation reported
Katherine Haussermann
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Victoria Ochoa
Secretary
On filings since 2020
1 hr/week
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 Charlotte a Ballance Charitable Foundation
How much does Charlotte a Ballance Charitable Foundation give each year?
Charlotte a Ballance Charitable Foundation gave $20K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $50K across 1 grant.
How large is Charlotte a Ballance Charitable Foundation?
Charlotte a Ballance Charitable Foundation reported $8K in total assets on its 2024 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $493 (roughly 5% of its investment assets).
Where does Charlotte a Ballance Charitable Foundation operate?
Charlotte a Ballance Charitable Foundation has awarded grants in Illinois.
What is Charlotte a Ballance Charitable Foundation's EIN?
Charlotte a Ballance Charitable Foundation's EIN (Employer Identification Number) is 45-5334531. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Charlotte a Ballance Charitable Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Robert and Lynn Donaldson
St Petersburg, FL
Assets
$21K
Grants
1
Total Given
$1K
Nellie V Hadley Trust
Chicago, IL
Assets
$132K
Grants
1
Total Given
$8K
Billie K Fecker Tr FBO Central Christian
Evansville, IN
Assets
$138K
Grants
1
Total Given
$8K
Gift of Memories Inc
Glendale, AZ
Assets
$1K
Grants
1
Total Given
$100
Enfocus Inc
South Bend, IN
Enfocus is a talent attraction and economic development organization whose mission is to "empower talent to build stronger communities." Enfocus attracts recent graduates as innovation fellows to complete strategic business, technology and entrepreneurship projects across public, private, and nonprofit sectors. The activities of Enfocus are attractive for graduates to live, work and play in the regions we serve and the results of the work drive an ecosystem of professionals who serve in leadership positions and continue to make progress for the community. We have attracted over 1,200 fellows and interns and have completed over 500 projects since 2012.
Assets
$2.4M
Grants
3
Total Given
$66K
Grant Family Foundation
Las Vegas, NV
Assets
$2.0M
Grants
4
Total Given
$96K
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Charlotte a Ballance Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Charlotte a Ballance Charitable Foundation down — hundreds of funders to go?