James and Alvina Bartos Balog Foundation

MORRISTOWN, NJ EIN: 65-0829807

The James and Alvina Bartos Balog Foundation is a private foundation based in Morristown, New Jersey. Established in 1999, it operates as a 501(c)(3) organization with no employees and is supported by Alvina Balog.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$10.3M

+11.3% YoY

Annual Giving

$379K

-6.9% YoY

Grant Count

63

+26.0% YoY

Avg Grant Size

$6K

-26.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking priorities include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

The foundation has demonstrated support for Bishop School and has made grants to organizations across diverse sectors including performing arts, rowing, and community care services.

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation supports organizations primarily in:

  • New Jersey
  • Colorado
  • Pennsylvania

Grant Distribution by State

21states
+13 more states

Cities

AlmaArlingtonAustinBasking RidgeBloomsburgBoca RatonBooneBostonBoulderBrooklynCarnegieCedar KnollsCentennialChathamChestnut HillClarkCoal TownshipCoal TwpCoronadoDallas

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (Fiscal Year Ending March 2025):

  • Total assets: $10,333,131
  • Total revenues: $1,443,527
  • Total expenses: $391,596
  • Investment income and dividends: $201,261
  • Net gain from sale of non-inventory assets: $1,242,266
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$6M202020212022202320242025
Metric202520242023
Total Assets$10,333,131$9,281,200$9,132,645
Revenue$1,443,527$564,861$-601,228
Expenses$391,596$416,306$235,279
Qualifying Distributions$829,597$407,550$227,000
Net Investment Income$1,431,174$559,607$17,958
Distributable Amount$443,645$454,063$464,633

Giving Over Time

Total grant dollars and number of grants per year

$0$122K$244K$366K$488K47 grants202053 grants202161 grants202244 grants202350 grants202463 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Denver Art Museum - phot…$75KBishops School La Jolla$29KBoulder Philharmonic$15KSan Diego Rowing Club$11KSJHS$10KCommunity Servings$10KSmaritans Purse$10KTeluride Institute Tellu…$10KThere With Care$10KOur Lady of Lourdes$10K

Grant Size Distribution

244 grants across all recorded years

240<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
Stephen BalogDirector1
JAMES D BALOGDirector
MICHAEL G BALOGDirector2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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