Ballard Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Ballard Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 56-2025731

Foundation Overview

Based in New Bern, NC, Ballard Family Foundation has awarded 63 grants totaling $91,382 to organizations in North Carolina, West Virginia and 2 other states across the US. Individual grants range from $250 to $5,750, with a median award of $1,000.

Latest Tax Year
2024
Total Giving (all years)
$91,382
Total Assets
$211,145
Median Grant (all grants)
$1,000

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$1,500
% Median Grant Decline
-25% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
North Carolina

79% of all grants are concentrated in North Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within North Carolina, funding concentrates in New Bern (94%), Bayboro (4%), Chapel Hill (2%).

Funding Trajectory
-7%

Stable funding levels with 7% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Community Projects + Education

Dual focus on community projects (60%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Ballard Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Coastal Women's Shelter $1,000 New Bern, NC, US Community 2024
Merci Clinic $675 New Bern, NC, US Community 2024
Salvation Army $4,000 New Bern, NC, US Community 2024
West Virginia University $2,000 Morgantown, WV, US Educational 2024
Coastal Women's Shelter $1,000 New Bern, NC, US Community 2023
Merci Clinic $2,000 New Bern, NC, US Community 2023
Salvation Army $3,124 New Bern, NC, US Community 2023
West Virginia University $2,000 Morgantown, WV, US Educational 2023
Coastal Women's Shelter $1,000 New Bern, NC, US Community 2023
Merci Clinic $2,000 New Bern, NC, US Community 2023
Salvation Army $3,124 New Bern, NC, US Community 2023
West Virginia University $2,000 Morgantown, WV, US Educational 2023
Coastal Women's Shelter $1,000 New Bern, NC, US Community 2022
Salvation Army $2,000 New Bern, NC, US Community 2022
Merci Clinic $2,500 New Bern, NC, US Community 2022
Promise Place $1,548 New Bern, NC, US Community 2022
West Virginia University $2,000 Morgantown, WV, US Educational 2022
Coastal Women's Shelter $1,000 New Bern, NC, US Community 2022
Salvation Army $2,000 New Bern, NC, US Community 2022
Merci Clinic $2,500 New Bern, NC, US Community 2022
Promise Place $1,548 New Bern, NC, US Community 2022
West Virginia University $2,000 Morgantown, WV, US Educational 2022
Coastal Women's Shelter $1,000 New Bern, NC, US Community 2022
Salvation Army $2,000 New Bern, NC, US Community 2022
Merci Clinic $2,500 New Bern, NC, US Community 2022
Promise Place $1,548 New Bern, NC, US Community 2022
West Virginia University $2,000 Morgantown, WV, US Educational 2022
Coastal Women's Shelter $500 New Bern, NC, US Community 2021
First Presbyterian Church $500 New Bern, NC, US Religious 2021
Merci Clinic $2,500 New Bern, NC, US Community 2021
Promise Place $500 New Bern, NC, US Community 2021
Salvation Army $1,990 New Bern, NC, US Community 2021
West Virginia University $1,000 Morgantown, WV, US Educational 2021
Religious Community Services $1,000 New Bern, NC, US Community 2021
Coastal Women's Shelter $250 New Bern, NC, US Community 2020
First Presbyterian Church $400 New Bern, NC, US Religious 2020
Merci Clinic $250 New Bern, NC, US Community 2020
Promise Place $410 New Bern, NC, US Community 2020
Salvation Army $5,750 New Bern, NC, US Community 2020
West Virginia University $750 Morgantown, WV, US Educational 2020
Coastal Women's Shelter $574 New Bern, NC, US Community 2018
First Presbyterian Church $1,500 New Bern, NC, US Religious 2018
Hope Clinic $700 Bayboro, NC, US Community 2018
Merci Clinic $1,000 New Bern, NC, US Community 2018
Promise Place $500 New Bern, NC, US Community 2018
Salvation Army $3,000 New Bern, NC, US Community 2018
West Virginia University $1,000 Morgantown, WV, US Educational 2018
Coastal Women's Shelter $500 New Bern, NC, US Community 2017
First Presbyterian Church $2,000 New Bern, NC, US Religious 2017
Promise Place $500 New Bern, NC, US Community 2017
Salvation Army $2,500 New Bern, NC, US Community 2017
West Virginia University $1,000 Morgantown, WV, US Educational 2017
Hope Clinic $700 Bayboro, NC, US Community 2017
Merci Clinic $759 New Bern, NC, US Community 2017
Coastal Women's Shelter $500 New Bern, NC, US Community 2016
Craven Regional Medical Center Foundation $250 New Bern, NC, US Educational 2016
First Presbyterian Church $1,782 New Bern, NC, US Religious 2016
Phillips Exeter Academy $250 Exeter, NH, US Educational 2016
Promise Place $500 New Bern, NC, US Community 2016
Salvation Army $2,000 New Bern, NC, US Community 2016
University Of North Carolina $1,000 Chapel Hill, NC, US Educational 2016
West Virginia University $1,000 Morgantown, WV, US Educational 2016
Wounded Warrior Project $1,000 Topeka, KS, US Community 2016

Foundations Similar to Ballard Family Foundation

Discover 5 foundations with comparable assets ($208,792-$212,757), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 87-4061896 | 8 grants awarded
$211,418
(≈ Similar)
$500
median grant
Lexington, NC
Same state
100%
Excellent match

EIN: 56-2029896 | 113 grants awarded
$211,627
(≈ Similar)
$1,000
median grant
Waxhaw, NC
Same state
100%
Excellent match

EIN: 56-2239763 | 380 grants awarded
$211,806
(≈ Similar)
$1,250
median grant
Charlotte, NC
Same state
100%
Excellent match

EIN: 85-4169385 | 196 grants awarded
$212,757
(≈ Similar)
$1,000
median grant
Monroe, NC
Same state
100%
Excellent match

EIN: 45-2723090 | 354 grants awarded
$208,792
(≈ Similar)
$800
median grant
Westfield, NC
Same state
99%
Excellent match

Contact Information

Official contact details for Ballard Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 56-2025731
Website N/A
Address 4603 W FAIRWAY DR Trent Woods, NC 28562-7535

Key People (2)

Board members, trustees, and key staff who oversee Ballard Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President/treasurer Harry Ballard
Secretary Dolly Ballard

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Ballard Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.