Balgley Family Charitable Foundation

Private foundation · Grantmaker Palm Beach Gardens, FL EIN: 83-1150552

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.

Key facts about Balgley Family Charitable Foundation

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.

EIN
83-1150552
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$311,000
Grants made (2025)
71
Average grant
$4,380
Median grant
$2,000
New grantees (estimate)
7% first-time grantees (5 of 70, 2025)
Total assets
$6,041,455
Primary geography
Connecticut (21% of itemized 2025 grant dollars)
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. Full details ↓
Deadline
None.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.0M

-7.0% YoY

Annual Giving

$311K

-33.9% YoY

Grant Count

71

-15.5% YoY

Avg Grant Size

$4K

-21.8% YoY

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.

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.

  • 84% 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.

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.

Review Cycle

None.

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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

29states

Share of 2025 grant dollars across all 71 itemized grants.

Cities

New YorkHartfordWashingtonWest HartfordAshevilleLos AngelesSt PetersburgAshevileOaklandPasadenaBloomingtonPhiladelphiaSilver SpringAlbert LeaArlingtonBluefildBostonCharlestonLitchfieldMemphis

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K0 grants2019 39 grants2020 82 grants2021 82 grants2022 81 grants2023 84 grants2024 71 grants2025

From 2020 to 2025, annual grant giving ranged from $50K (2020) to $505K (2022). In 2025 it made 71 grants totaling $311K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

University of Hartford: $50KUniversity of Hartford$50KUniversity of Charlseston: $40KUniversity of Charlseston$40KCenter for Conscious Living and Dying: $20KCenter for Conscious Livingand Dying$20KWorld Central Kitchen: $20KWorld Central Kitchen$20KAmerican Civil Liberties Union Foundation Inc: $10KAmerican Civil Liberties UnionFoundation Inc$10KCovenant House: $10KCovenant House$10KCenter for Movement Education: $8KCenter for Movement Education$8KGreenwave: $7KGreenwave$7KNPR: $7KNPR$7KClean Energy Leadership Institute: $6KClean Energy LeadershipInstitute$6K

The largest 2025 recipient was University of Hartford ($50K). Together the top 10 received $178K.

Grant Size Distribution

400 grants across all recorded years

388<$50K12$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 388 grants of 400 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Hartford West Hartford, CTPrivate University Student Assistance$50,000
University of Charlseston Charleston, WVPrivate University$40,000
Center for Conscious Living and Dying Swannanoa, NCDirect care, education and resources for life's final stages$20,000
World Central Kitchen Washington, DCDisaster Response Restoring Food Systems$20,000
American Civil Liberties Union Foundation Inc New York, NYFights for Civil Liberties$10,000
Covenant House Fort Lauderdale, FLProvide shelter, food, immediate crisis care, and other services to homeless and runaway youth$10,000
Center for Movement Education Sebastopol, CAEducate people in the role of movement in human development$8,000
Greenwave New Haven, CTSupport Regenearative Ocean Farming$7,000
NPR Baltimore, MDAmerican Public Broadcasting Organization$7,000
Clean Energy Leadership Institute Oakland, CAPromote Transition to Clean Energy Economy$6,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $6,041,455 -$45,186 $408,947 $311,000
2024 $6,495,588 $159,183 $538,498 $470,301
2023 $6,874,903 $372,084 $494,106 $446,336
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5M$5M$7.5M$10M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,041,455$6,495,588$6,874,903
Revenue$-45,186$159,183$372,084
Expenses$408,947$538,498$494,106
Qualifying Distributions$324,522$478,844$446,336
Net Investment Income$324,081$358,245$370,911
Distributable Amount$485,064$442,151$388,504

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 21, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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.

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

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. 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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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