Bala Batavia Foundation

CHICAGO, IL EIN: 85-1529737

Bala Batavia Foundation is a private foundation focused on Education, based in CHICAGO, IL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $142K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$142K

+2744.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$142K

+2744.2% YoY

Under IRS private-foundation payout rules, Bala Batavia Foundation reported a distributable amount of $7K for 2023 — the minimum it must pay out in qualifying distributions.

About Bala Batavia Foundation

Based on IRS filings

Bala Batavia Foundation is a private foundation focused on Education, based in CHICAGO, IL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $142K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

CincinnatiSan FranciscoWilmette

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$39K$78K$118K$157K2020202120222023
Metric202320222021
Total Assets$140,351$94,805
Revenue$4,067$50,741$50,005
Expenses$142,462$5,195$2,700
Qualifying Distributions$142,210$10,000$5,000
Net Investment Income$5
Distributable Amount$6,821$4,679$2,463

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$71K$107K$142K1 grants20201 grants20211 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

Fidelity Charitable$142K

Grant Size Distribution

4 grants across all recorded years

3<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Fidelity Charitable ($142,210).

RecipientPurposeAmount
Fidelity Charitable Cincinnati, OHFunding education of low income children. Donation made on August 2 2024.$142,210

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
Bala BataviaPresident3
Martha H BataviaVice President2
tejas BataviaSecretary3

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bala Batavia Foundation?

Bala Batavia Foundation is a private foundation focused on Education, based in CHICAGO, IL. It holds — in total assets as of 2023.

Where does Bala Batavia Foundation operate?

Bala Batavia Foundation has awarded grants in California, Illinois, Ohio.

What size grants does Bala Batavia Foundation award?

In 2023, Bala Batavia Foundation awarded 1 grants totaling $142K — an average of about $142K per grant, based on its IRS Form 990 filings.

How much is Bala Batavia Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Bala Batavia Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bala Batavia Foundation's EIN?

Bala Batavia Foundation's EIN (Employer Identification Number) is 85-1529737. IRS Form 990 filing data is available on this page for 2020–2023.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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