Balgley Family Charitable Foundation
The Balgley Family Charitable Foundation is a private foundation based in Palm Beach Gardens, Florida. It made 71 grants totaling $311,000 in 2025 to organizations working in areas including education, disaster response, civil liberties, clean energy, and regenerative agriculture.
Balgley Family Charitable Foundation at a glance
In short: Balgley Family Charitable Foundation gave $311K across 71 grants in 2025 (avg $4K), top state Connecticut. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $311,000
- -33.9% vs 2024
- Grants made (2025)
- 71
- -15.5% vs 2024
- Average grant
- $4,380
- -21.8% vs 2024
- Median grant
- $2,000
- Total assets
- $6,041,455
- -7.0% vs 2024
- New grantees (estimate)
- 7% first-time grantees (5 of 70, 2025)
- Primary geography
- Connecticut (21% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Balgley Family Charitable Foundation
- How to Apply
-
The foundation’s 2025 filing lists Rebecca G Doane as the contact, says there is no required format, and states that awards have no restrictions. It also says the foundation does not restrict giving to preselected organizations.
- Contact
Application contact: Rebecca G Doane
Mailing address: 2979 Pga Boulevard Suite 201, Palm Beach Gardens, FL 33410
Phone: (561) 656-0200
Email: rgdoane@doanelaw.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Balgley Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Hartford ($50K). Together the top 10 received $178K.
Organizations only. It also paid 1 grant to individuals ($1,000), which are not listed by name.
Grant Size Distribution
400 grants across all recorded years
The most common grant size was under $50K: 388 grants of 400 (97%).
Geographic Focus
Where this funder awards grants
The foundation is based in Palm Beach Gardens, Florida. In 2025, the largest shares of grant dollars went to recipients in Connecticut (21%), West Virginia (13%), California (13%), North Carolina (13%), and the District of Columbia (10%).
Grant Distribution by State
Share of 2025 grant dollars across all 71 itemized grants.
States
Cities
Is Balgley Family Charitable Foundation open to new grantees?
7%
first-time grantees, 2025
In 2025, 5 of 70 grantees (7%) were first-time recipients. First grants averaged $4K; repeat grants $4K. How we count
Medians: $4K first-time, $2K repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving fell 38% from 2022 to 2025. Method
- In 2025 it paid out 67% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $50K (2020) to $505K (2022). In 2025 it made 71 grants totaling $311K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Hartford West Hartford, CT | Private University Student Assistance | $50,000 |
| University of Charlseston Charleston, WV | Private University | $40,000 |
| Center for Conscious Living and Dying Swannanoa, NC | Direct care, education and resources for life's final stages | $20,000 |
| World Central Kitchen Washington, DC | Disaster Response Restoring Food Systems | $20,000 |
| American Civil Liberties Union Foundation Inc New York, NY | Fights for Civil Liberties | $10,000 |
| Covenant House Fort Lauderdale, FL | Provide shelter, food, immediate crisis care, and other services to homeless and runaway youth | $10,000 |
| Center for Movement Education Sebastopol, CA | Educate people in the role of movement in human development | $8,000 |
| Greenwave New Haven, CT | Support Regenearative Ocean Farming | $7,000 |
| NPR Baltimore, MD | American Public Broadcasting Organization | $7,000 |
| Clean Energy Leadership Institute Oakland, CA | Promote Transition to Clean Energy Economy | $6,000 |
Ready to take the next step with Balgley Family Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,041,455 | $-45,186 | $408,947 | $311,000 | 71 | $324,522 | $324,081 | $485,064 |
| 2024 | $6,495,588 | $159,183 | $538,498 | $470,301 | 84 | $478,844 | $358,245 | $442,151 |
| 2023 | $6,874,903 | $372,084 | $494,106 | $446,336 | 81 | $446,336 | $370,911 | $388,504 |
| 2022 | $6,996,925 | $238,750 | $542,357 | $505,000 | 82 | $505,000 | $279,392 | $405,737 |
| 2021 | $7,300,532 | $215,166 | $521,516 | $500,117 | 82 | $500,117 | $213,600 | $510,887 |
| 2020 | $7,606,882 | $58,868 | $50,348 | $50,000 | 39 | — | $66,671 | $500,515 |
| 2019 | $7,598,362 | $7,598,362 | — | — | — | — | $2,982 | $46,709 |
Under IRS private-foundation payout rules, Balgley Family Charitable Foundation reported a distributable amount of $485K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available filing information does not state a foundation mission. Its 2025 grants include support for a range of organizations. For example, the University of Hartford describes its mission as learning, personal growth, knowledge creation, and contributing to society. World Central Kitchen says it provides meals in response to humanitarian, climate, and community crises. The Clean Energy Leadership Institute says it educates and connects emerging clean energy leaders, while Kiss the Ground describes its work as raising awareness and offering education around soil health and regenerative agriculture.
Grantmaking
In 2025, the foundation reported 71 grants totaling $311,000. Grant amounts ranged from $500 to $50,000, with a median of $2,000. Its largest reported grants included $50,000 to the University of Hartford for private university student assistance; $40,000 to the University of Charleston for a private university; and $20,000 each to the Center for Conscious Living and Dying for care, education, and resources for life’s final stages, and to World Central Kitchen for disaster response restoring food systems.
Other 2025 grants included $10,000 to the American Civil Liberties Union Foundation and $10,000 to Covenant House; $8,000 to the Center for Movement Education; and $7,000 each to GreenWave and NPR. The foundation also awarded $6,000 each to the Clean Energy Leadership Institute, Kiss the Ground, and The Ocean Cleanup North Pacific Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rebecca G Doane, Meredith A Balgley, and Joel F Balgley as trustees.
Balgley Family Charitable Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joel F. Balgley
Trustee
On filings since 2019
1 hr/week
No compensation reported
Meredith A. Balgley
Trustee
On filings since 2019
1 hr/week
No compensation reported
Rebecca G. Doane
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Balgley Family Charitable Foundation
How much does Balgley Family Charitable Foundation give each year?
Balgley Family Charitable Foundation gave $311K across 71 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $470K across 84 grants.
What is Balgley Family Charitable Foundation's typical grant size?
Balgley Family Charitable Foundation's median grant in 2025 was $2,000, and its average grant was $4,380, across 71 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Balgley Family Charitable Foundation that year got $4K on average.
Where does Balgley Family Charitable Foundation give grants?
Balgley Family Charitable Foundation's top state is Connecticut, with 21% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were West Virginia (13%) and California (13%). The most frequent recipient cities were New York, NY (6 grants), Hartford, CT (5 grants), Washington, DC (4 grants) and West Hartford, CT (3 grants).
Does Balgley Family Charitable Foundation give general operating support?
Occasionally: 3% of Balgley Family Charitable Foundation's 2025 grants with a stated purpose (2 of 71) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Higher Education" (3 grants).
Who are Balgley Family Charitable Foundation's largest grantees?
Balgley Family Charitable Foundation's largest 2025 grantees include University of Hartford ($50,000), University of Charlseston ($40,000) and Center for Conscious Living and Dying ($20,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($1,000), which are not listed by name. Together they received 35% of its itemized 2025 grant dollars.
How large is Balgley Family Charitable Foundation?
Balgley Family Charitable Foundation reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $325K in qualifying distributions that year, against a required minimum of $485K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Balgley Family Charitable Foundation fund?
The available filing information does not state a foundation mission. Its 2025 grants include support for a range of organizations. For example, the University of Hartford describes its mission as learning, personal growth, knowledge creation, and contributing to society. See mission & focus areas ↑
How do I apply for a grant from Balgley Family Charitable Foundation?
The foundation’s 2025 filing lists Rebecca G Doane as the contact, says there is no required format, and states that awards have no restrictions. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Balgley Family Charitable Foundation's EIN?
Balgley Family Charitable Foundation's EIN (Employer Identification Number) is 83-1150552. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 21, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Balgley Family Charitable Foundation funds
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Cite this profile
Grantable. (2026). Balgley Family Charitable Foundation funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/balgley-family-charitable-foundation-morg_048ac02661204e6298e0cb01b37aca4d
BibTeX
@misc{grantable_831150552_2026,
author = {{Grantable}},
title = {{Balgley Family Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/balgley-family-charitable-foundation-morg_048ac02661204e6298e0cb01b37aca4d},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Balgley Family Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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