Balso Foundation
Balso Foundation is a private foundation, based in WEST HARTFORD, CT. IRS filing data is available for 2020. In 2020, it awarded 17 grants totaling $405K. Net investment income was $180K.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$405K
Grant Count
17
Avg Grant Size
$24K
Under IRS private-foundation payout rules, Balso Foundation reported a distributable amount of $13K for 2020 — the minimum it must pay out in qualifying distributions.
About Balso Foundation
Based on IRS filings
Balso Foundation is a private foundation, based in WEST HARTFORD, CT. IRS filing data is available for 2020. In 2020, it awarded 17 grants totaling $405K. Net investment income was $180K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | — |
| Revenue | $182,375 |
| Expenses | $414,320 |
| Qualifying Distributions | — |
| Net Investment Income | $180,249 |
| Distributable Amount | $12,897 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2020
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Cheshire Education Foundation Inc ($388,905), Alyssa Misiewicz ($1,000), Amanda Addesso ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALYSSA MISIEWICZ CHESHIRE, CT | EDUCATION | $1,000 |
| AMANDA ADDESSO CHESHIRE, CT | EDUCATION | $1,000 |
| ANDREW LOU CHESHIRE, CT | EDUCATION | $1,000 |
| ANTHONY CIFARELLI CHESHIRE, CT | EDUCATION | $1,000 |
| CHLOE STULTS CHESHIRE, CT | EDUCATION | $1,000 |
| EMILY SCHWAB CHESHIRE, CT | EDUCATION | $1,000 |
| JORDAN TSAO CHESHIRE, CT | EDUCATION | $1,000 |
| JORJA MARKELLA CHESHIRE, CT | EDUCATION | $1,000 |
| LAUREN DADDI CHESHIRE, CT | EDUCATION | $1,000 |
| MARK DELLOSTRITTO CHESHIRE, CT | EDUCATION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL W HERLIHY | CO-TRUSTEE | 0.1 | — |
| FRANK M LOEHMANN JR | MANAGING CO-TRUSTEE | 1 | — |
Frequently Asked Questions
Where does Balso Foundation operate?
Balso Foundation has awarded grants in Connecticut.
What size grants does Balso Foundation award?
In 2020, Balso Foundation awarded 17 grants totaling $405K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Balso Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Balso Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Balso Foundation's EIN?
Balso Foundation's EIN (Employer Identification Number) is 23-7159876. IRS Form 990 filing data is available on this page for 2020.
Explore Open Grants
Browse active grant opportunities in Balso Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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