BALLEM FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: BALLEM FAMILY FOUNDATION INC (EIN 46-4316248)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202213199349102821
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T11:10:08-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	273121426	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KKM CPA ASSOCIATES PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 RING RD STE 300	AddressLine1Txt
City	GARDEN CITY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11530	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	464316248	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BALLEM FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BALL	BusinessNameControlTxt
Phone	9732285853	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3 JASMINE PL	AddressLine1Txt
City	N CALDWELL	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07006	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RAMAMOHANARAO V BALLEM	PersonNm
Person Title	PRESIDNET	PersonTitleTxt
Phone	9732285853	PhoneNum
Signature	2022-11-14	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RAMAMOHAN	PersonFirstNm
Person Last	BALLEM	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RAVI BADLANI CPA	PreparerPersonNm
PTIN	P01085260	PTIN
Phone	5166635990	PhoneNum
Preparation	2022-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$380,176	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$50,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$5,581	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,029	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$5,581	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$19,804	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$71,081	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$19,804	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$75,385	TotalRevAndExpnssAmt
Total Net Invst Incm	$24,833	TotalNetInvstIncmAmt
Total Adj Net Incm	$5,581	TotalAdjNetIncmAmt
Taxes Rev And Expnss	$115	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$115	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$846	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$846	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$961	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$961	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$25,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$25,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$26,461	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$961	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$25,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$48,924	ExcessRevenueOverExpensesAmt
Net Investment Income	$23,872	NetInvestmentIncomeAmt
Adjusted Net Income	$5,581	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$12,690	CashBOYAmt
Cash EOY	$3,893	CashEOYAmt
Cash EOYFMV	$3,892	CashEOYFMVAmt
Corporate Stock BOY	$219,552	CorporateStockBOYAmt
Corporate Stock EOY	$277,273	CorporateStockEOYAmt
Corporate Stock EOYFMV	$376,284	CorporateStockEOYFMVAmt
Total Assets BOY	$232,242	TotalAssetsBOYAmt
Total Assets EOY	$281,166	TotalAssetsEOYAmt
Total Assets EOYFMV	$380,176	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$232,242	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$281,166	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$232,242	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$281,166	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$232,242	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$281,166	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$232,242	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$48,924	ExcessRevenueOverExpensesAmt
Subtotal	$281,166	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$281,166	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RIVERTAN 0169	P	$18,416	$19,350	-$934	-$934
RIVERTAN 0169	P	$50,958	$31,927	$19,031	$19,031

Field	Value	IRS element (for citing)
Capital Gain Net Income	$19,804	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$332	InvestmentIncomeExciseTaxAmt
Subtotal	$332	SubtotalAmt
Tax Based On Investment Income	$332	TaxBasedOnInvestmentIncomeAmt
Tax Due	$332	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NJ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	RAMAMOHANARAO BALLEM	IndividualWithBooksNm
Phone	9732285853	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 JASMINE PL	AddressLine1Txt
City	N CALDWELL	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07006	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RAMAMOHANARAO V BALLEM
3 JASMINE PL	NORTH CALDWELL	NJ	07006	PRESIDNET	0.50	$0	$0	$0
ARUNA JK BALLEM
3 JASMINE PL	NORTH CALDWELL	NJ	07006	DIRECTOR	0.50	$0	$0	$0
NAVEEN BALLEM
70 ROOSEVELT BLVD	NORTH CALDWELL	NJ	07006	DIRECTOR	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$335,304	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$8,291	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$343,595	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$343,595	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,154	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$338,441	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$16,922	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$16,922	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$332	TaxBasedOnInvestmentIncomeAmt
Total Tax	$332	TotalTaxAmt
Distributable Before Adj	$16,590	DistributableBeforeAdjAmt
Distributable Before Ded	$16,590	DistributableBeforeDedAmt
Distributable As Adjusted	$16,590	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$25,500	ExpensesAndContributionsAmt
Qualifying Distributions	$25,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$16,590	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$959	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$12,881	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$17,803	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$9,053	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$40,696	TotalExcessDistributionCyovAmt
Qualifying Distributions	$25,500	QualifyingDistributionsAmt
Applied To Current Year	$16,590	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$8,910	RemainingDistriFromCorpusAmt
Total Corpus	$49,606	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$49,606	ExcessDistriCyovToNextYrAmt
Excess From Year4	$959	ExcessFromYear4Amt
Excess From Year3	$12,881	ExcessFromYear3Amt
Excess From Year2	$17,803	ExcessFromYear2Amt
Excess From Year1	$9,053	ExcessFromYear1Amt
Excess From Current Year	$8,910	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NAVEEN BALLEM	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RAMAMOHANARAO BALLEM	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 JASMINE DRIVE	AddressLine1Txt
City	NORTH CALDWELL	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07006	ZIPCd

Field	Value	IRS element (for citing)
Recipient Email Address	RVBALLEM@YAHOO.COM	RecipientEmailAddressTxt
Form And Info And Materials	NA	FormAndInfoAndMaterialsTxt
Submission Deadlines	NA	SubmissionDeadlinesTxt
Restrictions On Awards	NA	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE	FLOOR 17	CHICAGO	IL	60601	NONE	EXEMPT	CHARITY	$200
NORTH CALDWELL POLICE FOUNDATION IN
136 GOULD AVE		CALDWELL	NJ	07006	NONE	EXEMPT	CHARITY	$200
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR 200		RYE BROOK	NY	10573	NONE	EXEMPT	CHARITY	$200
AMERICAN PARKINSON DISEASE
135 PARKINSON AVENUE		STATEN ISLAND	NY	10305	NONE	EXEMPT	CHARITY	$200
WOUNDED WARRIOR PROJECT
370 7TH AVENUE	SUITE 1802	NEW YORK	NY	10001	NONE	EXEMPT	CHARITY	$300
ST JUDE'S CHILDREN
220 E 42ND ST		NEW YORK	NY	10017	NONE	EXEMPT	CHARITY	$500
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE		DALLAS	TX	75231	NONE	EXEMPT	CHARITY	$500
WORLD VISION
P O BOX 9716		FEDERAL WAY	WA	98063	NONE	EXEMPT	CHARITY	$500
BOYS TOWN
14100 CRAWFORD ST		BOYS TOWN	NE	68010	NONE	EXEMPT	CHARITY	$100
MOUNT SINAI HEALTHCARE
10501 EUCLID AVE IIND FLO		CLEVELAND	OH	44106	NONE	EXEMPT	CHARITY	$1,000
SHRINERS HOSPITAL FOR CHILDREN
2211 N OAK PARK AVE		CHICAGO	IL	60707	NONE	EXEMPT	CHARITY	$250
SADDLE RIVER DAY SCHOOL
147 CHESTNUT RIDGE RD		SADDLE RIVER	NJ	07458	NONE	EXEMPT	CHARITY	$1,000
AMERICAN INSTITUTE CANCER RESEARCH
PO BOX NO 9167		WASHINGTON	DC	20090	NONE	EXEMPT	CHARITY	$300
MONTCLAIR KIMBERLEY ACADEMY
201 VALLEY RD		MONTCLAIR	NJ	07042	NONE	EXEMPT	CHARITY	$20,000
FAITH MISSION FOOD PANTRY
132 JEFFERSON AVE		MINEOLA	NY	11501	NONE	EXEMPT	CHARITY	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$25,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$5,581	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$19,804	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$25,385	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$25,385	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	NAVEEN BALLEM	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	70 ROOSEVELT BLVD	AddressLine1Txt
City	NORTH CALDWELL	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07006	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$50,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES	StockNm
EOY Book Value	$277,273	EOYBookValueAmt
EOYFMV	$376,284	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ARKADIOUS CAPITAL 0169	$846	$846
OTHER EXPENSES

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID	$26	$26
FOREIGN TAX PAID (AMERIPRISE)	$5	$5
IRS TAXES	$84	$84

BALLEM FAMILY FOUNDATION INC: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

Comments