The Fred S Balsam Sr Charitable Tr

WESTMINSTER, MD EIN: 52-1602528

The Fred S Balsam Sr Charitable Tr is a nonprofit organization, based in WESTMINSTER, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $300K in total assets. In 2024, it awarded 8 grants totaling $13K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$300K

+9.3% YoY

Annual Giving

$13K

+19.6% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$2K

+34.6% YoY

About The Fred S Balsam Sr Charitable Tr

Based on IRS filings

The Fred S Balsam Sr Charitable Tr is a nonprofit organization, based in WESTMINSTER, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $300K in total assets. In 2024, it awarded 8 grants totaling $13K. Net investment income was $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

BloomingtonBrookevilleBrookvilleCharlotteFredericksburgHighlands RanchKansasKansas CityMemphisNew WindsorPennsaukenReisterstownRockvilleSanfordSeattleWashingtonWestminster

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$7K$11K$14K2020202220232024
Metric202420232022
Total Assets$300,161$274,664$256,068
Revenue$5,945$5,861$5,489
Expenses$12,920$10,936$9,439
Qualifying Distributions
Net Investment Income$4,893$3,925$4,009
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$13K9 grants202013 grants20229 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

WAKEFIELD VALLEY BIBLE C…$10KFELLOWSHIP OF CHRISTIAN …$600URBAN PROMISE$600MINISTRY ALLIANCE$600ETHNOS 360$600SALVATION ARMY$200CHRISTIAN WORKER FELLOWS…$200ALPHA PREGNANCY CENTER$200

Grant Size Distribution

39 grants across all recorded years

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wakefield Valley Bible Church ($9,500), Fellowship of Christian Athletes ($600), Urban Promise ($600).

RecipientPurposeAmount
WAKEFIELD VALLEY BIBLE CHURCH NEW WINDSOR, MDCHARITABLE$9,500
FELLOWSHIP OF CHRISTIAN ATHLETES BROOKEVILLE, MDCHARITABLE$600
SALVATION ARMY WASHINGTON, DCCHARITABLE$200
CHRISTIAN WORKER FELLOWSHIP KANSAS, KSCHARITABLE$200
URBAN PROMISE PENNSAUKEN, NJCHARITABLE$600
MINISTRY ALLIANCE CHARLOTTE, NCCHARITABLE$600
ETHNOS 360 SANFORD, FLCHARITABLE$600
ALPHA PREGNANCY CENTER REISTERSTOWN, MDCHARITABLE$200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
FRED S BALSAM JRTRUSTEE

Frequently Asked Questions

How large is The Fred S Balsam Sr Charitable Tr?

As of 2024, The Fred S Balsam Sr Charitable Tr holds $300K in total assets with $6K in annual revenue. It awarded 8 grants totaling $13K in 2024.

Where does The Fred S Balsam Sr Charitable Tr operate?

The Fred S Balsam Sr Charitable Tr has awarded grants in Colorado, District of Columbia, Florida, Indiana, Kansas, Maryland, North Carolina, New Jersey, Tennessee, Virginia, Washington.

What size grants does The Fred S Balsam Sr Charitable Tr award?

In 2024, The Fred S Balsam Sr Charitable Tr awarded 8 grants totaling $13K — an average of about $2K per grant, based on its IRS Form 990 filings.

What is The Fred S Balsam Sr Charitable Tr's EIN?

The Fred S Balsam Sr Charitable Tr's EIN (Employer Identification Number) is 52-1602528. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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