The Frederick S Balsam Sr Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
The Frederick S Balsam Sr Charitable Trust is a 501(c)(3) organization based in Westminster, Maryland, registered in 1989, with $11,272 in FY2025 revenue. CharityIndex grades it F.
794 Erickasview Dr, Westminster, MD, 21158 EIN 52-1602528 Since 1989
Revenue (FY2025)
$11K
▲ 89.6% vs prior year
Expenses (FY2025)
$19K
Net assets
$301K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for The Frederick S Balsam Sr Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating195 mo reserves · -64% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The Frederick S Balsam Sr Charitable Trust: 195 mo reserves · -64% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for The Frederick S Balsam Sr Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The Frederick S Balsam Sr Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 794 Erickasview Dr, Westminster, MD, 21158
- City
- Westminster
- State
- Maryland
- Category
- —
- Subcategory
- —
Financial trends
Revenue declined from $21K (FY2013) to $11K (FY2025) across 12 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $301K
Operating margin
-64.3%
Spent more than it raised in the latest fiscal year.
Total assets
$301K
Total liabilities
$0
Net assets
$301K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $11,272▲89.6% | $18,520▲43.3% | $301,326▲0.4% | $301,326▲0.4% | 990PF |
| 2024 | $5,945▲1.4% | $12,920▲18.1% | $300,161▲9.3% | $300,161▲9.3% | 990PF |
| 2023 | $5,861▲6.8% | $10,936▲15.9% | $274,664▲7.3% | $274,664▲7.3% | 990PF |
| 2022 | $5,489▼37.1% | $9,439▼22.0% | $256,068▼9.9% | $256,068▼9.9% | 990PF |
| 2020 | $8,731▼13.5% | $12,099▼65.0% | $284,138▲10.5% | $284,138▲10.5% | 990PF |
| 2019 | $10,091▲19.0% | $34,557▼5.4% | $257,135▲7.3% | $257,135▲7.3% | 990PF |
| 2018 | $8,483▼28.6% | $36,546▲8.1% | $239,556▼17.5% | $239,556▼17.5% | 990PF |
| 2017 | $11,888▲89.0% | $33,813▲0.3% | $290,474▲1.1% | $290,474▲1.1% | 990PF |
| 2016 | $6,290▲12.9% | $33,716▼3.4% | $287,416▼0.1% | $287,416▼0.1% | 990PF |
| 2015 | $5,572▼11.8% | $34,885▲215% | $287,674▼13.3% | $287,674▼13.3% | 990PF |
| 2014 | $6,317▼69.3% | $11,078▼34.4% | $331,822▲1.9% | $331,822▲1.9% | 990PF |
| 2013 | $20,598 | $16,889▲80.3% | $325,514▲7.0% | $325,514▲7.0% | 990PF |
| 2012 | — | $9,365▼7.5% | $304,184▲7.8% | $304,184▲7.8% | 990PF |
| 2011 | — | $10,123 | $282,108 | $282,108 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is The Frederick S Balsam Sr Charitable Trust a legitimate nonprofit?
- Yes. The Frederick S Balsam Sr Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 52-1602528, based in Westminster, Maryland. Donations are tax-deductible.
- What is The Frederick S Balsam Sr Charitable Trust's EIN?
- The Frederick S Balsam Sr Charitable Trust's Employer Identification Number (EIN) is 52-1602528.
- How much revenue does The Frederick S Balsam Sr Charitable Trust report?
- The Frederick S Balsam Sr Charitable Trust reported $11,272 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does The Frederick S Balsam Sr Charitable Trust have?
- CharityIndex grades The Frederick S Balsam Sr Charitable Trust F, based on financial health (reserves and operating margin).
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Data for The Frederick S Balsam Sr Charitable Trust (EIN 52-1602528) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.