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Nonprofiteer
← BALLANTYNE SOCIAL WELFARE TR

Form 990 for tax year 2024

Filed by BALLANTYNE SOCIAL WELFARE TR.

Totals

Total revenue
$2,076,320
Total expenses
$19,753
Contributions and grants received
$1,999,996
Grants paid
$0
Program service revenue
$0
Investment income
$76,324
Other revenue
$0
Total assets, end of year
$7,945,516
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,945,516
Program services expenses (Part IX)
$0
Management and general expenses
$19,753
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,999,996

  • 1g · Noncash contributions included above

    $1,999,996

  • 3 · Investment income

    total $76,324 · excluded $76,324

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $19,253 · management and general $19,253

  • 11c · Fees: accounting

    total $500 · management and general $500

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $60,006 · end of year $149,402

  • 7 · Other notes and loans receivable

    beginning of year $1,529,735 · end of year $1,496,136

  • 11 · Investments: publicly traded securities

    beginning of year $4,299,982 · end of year $6,299,978

  • 31 · Retained earnings, endowment or other funds

    beginning of year $5,889,723 · end of year $7,945,516

Mission and programs · 2024

Mission

Trust will make grants for one or more eligible social welfare purpose as appropriate within the intent of the donor

  • Trust will make grants for one or more eligible social welfare purpose as appropriate within the intent of the donor

As filed on the 2024 return.

Listed in Part VII

  • Alerus Financial

    TRUSTEE

    Total calculated
    $19,253
    From this org
    $19,253
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202523179349304477

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