Trust Through Transparency
The documents that establish our charitable status, governance, financial stewardship, and the terms under which we receive gifts.
Governance
How the Fund is directed and overseen. Each policy below was adopted by the Board of Directors on October 7, 2026 and is reviewed at least annually.
- Gift Acceptance Policy
Which gifts the Fund accepts, who decides, and how gifts are handled, valued, acknowledged, and recorded — including securities, digital assets, equipment, and renewable energy assets.
Adopted by the Board of Directors · October 7, 2026Read the policy - Conflict of Interest Policy
How the Fund identifies, discloses, and manages conflicts — including asset transfers involving affiliated organizations, which receive independent board review.
Adopted by the Board of Directors · October 7, 2026Read the policy - Whistleblower Policy
A protected channel for reporting suspected wrongdoing, with a prohibition on retaliation.
Adopted by the Board of Directors · October 7, 2026Read the policy - Document Retention and Destruction Policy
What the Fund keeps, how long it keeps it, and when destruction must stop.
Adopted by the Board of Directors · October 7, 2026Read the policy
Financial accountability
The filings and statements that show where the Fund's resources go. These appear here as they become available.
- IRS determination letter
The IRS letter recognizing the Fund's tax-exempt status.Awaiting approved file - Most recent Form 990 filing
The Fund's annual information return, as filed with the IRS.Awaiting approved file - Audited financial statements
Independent audit of the Fund's financial statements, when available.Awaiting approved file - Articles and bylaws
The Fund's organizing documents.Awaiting approved file
For donors
The terms under which we receive gifts, and the rights every donor holds.
- Donor Privacy Policy
How we handle donor information. We never sell, rent, or exchange donor lists, and you may opt out of any external sharing at any time. Includes the Donor Bill of Rights as an appendix.
Adopted by the Board of Directors · October 7, 2026Read the policy
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Legal & registration
Balance Fund, Inc. is a 501(c)(3) nonprofit corporation. EIN 99-1105175.
2020 E 2nd Street
Bloomington, IN 47401
Indiana does not require charities to register before soliciting donations. As online fundraising grows, the Fund assesses registration in other states with counsel.
Report What We Can Verify
Each verified outcome report should identify the project, people served, reporting period, methods, and limitations.
Transactions involving an insider or affiliated organization receive documented conflict review and independent board oversight, under the policies above.