James and Alvina Bartos Balog Foundation
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
Under IRS private-foundation payout rules, James and Alvina Bartos Balog Foundation reported a distributable amount of $444K for 2025 — the minimum it must pay out in qualifying distributions.
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
States
Cities
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
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
244 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Denver Art Museum - photo department ($75,000), Bishops School La Jolla ($29,394), Boulder Philharmonic ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Semper Fi Foundation OCEANSIDE, CA | UNRESTRICTED | $2,500 |
| Community Servings JAMAICA PLAINES, MA | UNRESTRICTED | $10,000 |
| Bishops School La Jolla LA JOLA, CA | UNRESTRICTED | $29,394 |
| Crohns and Colitis Foundation NEW YORK, NY | UNRESTRICTED | $6,000 |
| Cam Neely Foundation BOSTON, MA | UNRESTRICTED | $2,500 |
| Smaritans Purse BOONE, NC | UNRESTRICTED | $10,000 |
| NCJW - St Louis Sect ST LOUIS, MO | UNRESTRICTED | $2,699 |
| Las Patronas San diego, CA | unrestricted | $3,500 |
| San Diego Rowing Club SAN DIEGO, CA | UNRESTRICTED | $11,150 |
| Denver Art Museum - photo department DENVER, CO | UNRESTRICTED | $75,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Stephen Balog | Director | 1 | — |
| JAMES D BALOG | Director | — | — |
| MICHAEL G BALOG | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does James and Alvina Bartos Balog Foundation fund?
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.
How do I apply for a grant from James and Alvina Bartos Balog Foundation?
**Grant Activity:** • Made 47 grants in the most recent fiscal year (ending March 2025) • Typical grant awards range from $100 to $100,000 • Recent grants include: • Boulder Philharmonic Orchestra: $15,000 (unrestricted) • San Diego Rowing Club: $11,150 (unrestricted) • There with Care: $10,000 (unrestricted) **Total Giving:** • $379,243 in total giving (most recent year) • $407,550 reported in alternate year data
Where does James and Alvina Bartos Balog Foundation make grants?
The foundation supports organizations primarily in: • New Jersey • Colorado • Pennsylvania
What size grants does James and Alvina Bartos Balog Foundation award?
In 2025, James and Alvina Bartos Balog Foundation awarded 63 grants totaling $379K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is James and Alvina Bartos Balog Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, James and Alvina Bartos Balog Foundation reported a distributable amount of $444K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James and Alvina Bartos Balog Foundation's EIN?
James and Alvina Bartos Balog Foundation's EIN (Employer Identification Number) is 65-0829807. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in James and Alvina Bartos Balog Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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