The Fred S Balsam Sr Charitable Tr

Foundation · Grantmaker 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 2025. As of 2025, the organization holds $301K in total assets. In 2025, it awarded 7 grants totaling $18K. Net investment income was $5K.

Key facts about The Fred S Balsam Sr Charitable Tr

In short: The Fred S Balsam Sr Charitable Tr gave $18K across 7 grants in 2025 (avg $3K), top state Maryland. Source: 2025 IRS Form 990-PF.

EIN
52-1602528
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$18,100
Grants made (2025)
7
Average grant
$2,586
Median grant
$550
Total assets
$301,326
Primary geography
Maryland (49% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$301K

+0.4% YoY

Annual Giving

$18K

+44.8% YoY

Grant Count

7

-12.5% YoY

Avg Grant Size

$3K

+65.5% YoY

How The Fred S Balsam Sr Charitable Tr gives

  • Giving grew 101% from 2022 to 2025. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states

Share of all 7 itemized 2025 grant dollars.

Cities

WashingtonPennsaukenSanfordBrookevilleCharlotteNew WindsorReisterstownFredericksburgKansas CityMemphisBloomingtonBrookvilleHanoverHighlands RanchKansasRockvilleSeattleWestminster

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K9 grants202013 grants20229 grants20238 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Wakefield Valley Bible Church: $8KWakefield Valley Bible Church$8KInternational Partnership Ministries: $8KInternational PartnershipMinistries$8KFellowship of Christian Athletes: $550Fellowship of ChristianAthletes$550Urban Promise: $550Urban Promise$550Ethnos 360: $550Ethnos 360$550Salvation Army: $200Salvation Army$200Alpha Pregnancy Center: $200Alpha Pregnancy Center$200

Grant Size Distribution

46 grants across all recorded years

46<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
WAKEFIELD VALLEY BIBLE CHURCH New Windsor, MDCHARITABLE$8,050
INTERNATIONAL PARTNERSHIP MINISTRIES Hanover, PACHARITABLE$8,000
FELLOWSHIP OF CHRISTIAN ATHLETES Brookeville, MDCHARITABLE$550
URBAN PROMISE Pennsauken, NJCHARITABLE$550
ETHNOS 360 Sanford, FLCHARITABLE$550
SALVATION ARMY Washington, DCCHARITABLE$200
ALPHA PREGNANCY CENTER Reisterstown, MDCHARITABLE$200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K20202022202320242025
Metric202520242023
Total Assets$301,326$300,161$274,664
Revenue$11,272$5,945$5,861
Expenses$18,520$12,920$10,936
Qualifying Distributions———
Net Investment Income$5,295$4,893$3,925
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 27, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 22, 2026)
  6. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

The Fred S Balsam Sr Charitable Tr is led by Fred S. Balsam Jr., Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Fred S. Balsam Jr.

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 The Fred S Balsam Sr Charitable Tr

How much does The Fred S Balsam Sr Charitable Tr give each year?

The Fred S Balsam Sr Charitable Tr gave $18K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 8 grants.

What is The Fred S Balsam Sr Charitable Tr's typical grant size?

The Fred S Balsam Sr Charitable Tr's median grant in 2025 was $550, and its average grant was $2,586, across 7 grants on its 2025 IRS Form 990-PF.

Where does The Fred S Balsam Sr Charitable Tr give grants?

The Fred S Balsam Sr Charitable Tr's top state is Maryland, with 49% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest state was Pennsylvania (44%).

Does The Fred S Balsam Sr Charitable Tr give general operating support?

Not in 2025: none of the 7 grants with a stated purpose on The Fred S Balsam Sr Charitable Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (7 grants).

Who are The Fred S Balsam Sr Charitable Tr's largest grantees?

The Fred S Balsam Sr Charitable Tr's largest 2025 grantees include Wakefield Valley Bible Church ($8,050), International Partnership Ministries ($8,000) and Fellowship of Christian Athletes ($550), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.

How large is The Fred S Balsam Sr Charitable Tr?

The Fred S Balsam Sr Charitable Tr reported $301K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $11K.

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 2020–2025.

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

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