James and Alvina Bartos Balog Foundation
The James and Alvina Bartos Balog Foundation is a private foundation based in Morristown, New Jersey. It supports charitable organizations, with 2025 grants going to recipients including arts, education, rowing, health and human services, and climate organizations.
James and Alvina Bartos Balog Foundation at a glance
In short: James and Alvina Bartos Balog Foundation gave $379K across 63 grants in 2025 (avg $6K), top state Colorado. 60% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $379,243
- -6.9% vs 2024
- Grants made (2025)
- 63
- +26.0% vs 2024
- Average grant
- $6,020
- -26.1% vs 2024
- Median grant
- $3,000
- Total assets
- $10,333,131
- +11.3% vs 2024
- New grantees (estimate)
- 60% first-time grantees (38 of 63, 2025)
- Primary geography
- Colorado (31% 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 James and Alvina Bartos Balog Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 624 Van Beuren Road, Morristown, NJ 07960
Phone: (908) 723-0465
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who James and Alvina Bartos Balog Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Denver Art Museum - photo department ($75K). Together the top 10 received $222K.
Grant Size Distribution
271 grants across all recorded years
The most common grant size was under $50K: 266 grants of 271 (98%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Colorado (31%), New Jersey (26%), California (15%), Pennsylvania (9%), and New York (4%).
Grant Distribution by State
Share of 2025 grant dollars across all 63 itemized grants.
States
Cities
Is James and Alvina Bartos Balog Foundation open to new grantees?
60%
first-time grantees, 2025
In 2025, 38 of 63 grantees (60%) were first-time recipients. First grants averaged $8K; repeat grants $3K. How we count
Medians: $4K first-time, $1K repeat.
- 33% of 2025 grantees were also funded in 2024. Method
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 187% of its IRS minimum distribution (the 5% rule). 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 $167K (2021) to $488K (2022). In 2025 it made 63 grants totaling $379K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Denver Art Museum - photo department Denver, CO | Unrestricted | $75,000 |
| SJHS Respect the Seal Campaign Metuchen, NJ | Unrestricted | $41,000 |
| Bishops School La Jolla La Jola, CA | Unrestricted | $29,394 |
| Boulder Philharmonic Boulder, CO | Unrestricted | $15,000 |
| San Diego Rowing Club San Diego, CA | Unrestricted | $11,150 |
| SJHS Metuchen, NJ | Unrestricted | $10,100 |
| Community Servings Jamaica Plaines, MA | Unrestricted | $10,000 |
| Smaritans Purse Boone, NC | Unrestricted | $10,000 |
| Teluride Institute Telluride Mt Film Telluride, CO | Unrestricted | $10,000 |
| There With Care Boulder, CO | Unrestricted | $10,000 |
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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 | $10,333,131 | $1,443,527 | $391,596 | $379,243 | 63 | $829,597 | $1,431,174 | $443,645 |
| 2024 | $9,281,200 | $564,861 | $416,306 | $407,550 | 50 | $407,550 | $559,607 | $454,063 |
| 2023 | $9,132,645 | $-601,228 | $235,279 | $227,000 | 44 | $227,000 | $17,958 | $464,633 |
| 2022 | $9,969,152 | $1,028,280 | $596,563 | $488,300 | 61 | $488,300 | $921,917 | $496,138 |
| 2021 | $9,537,435 | $5,564,855 | $181,695 | $166,510 | 53 | — | $5,551,370 | $254,575 |
| 2020 | $4,252,375 | $2,667,686 | $223,691 | $219,400 | 47 | — | $664,715 | $202,532 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its grants show support for a range of organizations. For example, the San Diego Rowing Club says it promotes rowing; There With Care says it serves families with critically ill children by providing basic-needs programs; and Community Servings says it provides medically tailored meals and groceries to people with chronic or critical illnesses and their families. The foundation also supported organizations whose stated work includes climate advocacy, youth climate litigation, and education about the Middle East and Islamism in the West.
Grantmaking
In filing year 2025, the foundation reported 63 grants totaling $379,243. Awards ranged from $100 to $75,000, with a median grant of $3,000. Listed grants included $75,000 to the Denver Art Museum’s photo department, $41,000 to the SJHS Respect the Seal Campaign, $29,394 to Bishops School La Jolla, and $15,000 to the Boulder Philharmonic. Other grants included $11,150 to the San Diego Rowing Club and $10,000 each to There With Care and Community Servings.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stephen Balog, James D. Balog, and Michael G. Balog as directors.
James and Alvina Bartos Balog Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
James D. Balog
Director
On filings since 2020
No compensation reported
Michael G. Balog
Director
On filings since 2020
2 hrs/week
No compensation reported
Stephen J. Balog
Director
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Alvina B. Balog (2020–2023) — Director
Data from IRS Form 990 filings, 2020–2025. "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 James and Alvina Bartos Balog Foundation
How much does James and Alvina Bartos Balog Foundation give each year?
James and Alvina Bartos Balog Foundation gave $379K across 63 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $408K across 50 grants.
What is James and Alvina Bartos Balog Foundation's typical grant size?
James and Alvina Bartos Balog Foundation's median grant in 2025 was $3,000, and its average grant was $6,020, across 63 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James and Alvina Bartos Balog Foundation that year got $8K on average.
Where does James and Alvina Bartos Balog Foundation give grants?
James and Alvina Bartos Balog Foundation's top state is Colorado, with 31% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New Jersey (26%) and California (15%). The most frequent recipient cities were New Vernon, NJ (6 grants), Boulder, CO (5 grants), Metuchen, NJ (4 grants) and New York, NY (4 grants).
Does James and Alvina Bartos Balog Foundation give general operating support?
Yes: 98% of James and Alvina Bartos Balog Foundation's 2025 grants with a stated purpose (62 of 63) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are James and Alvina Bartos Balog Foundation's largest grantees?
James and Alvina Bartos Balog Foundation's largest 2025 grantees include Denver Art Museum - photo department ($75,000), SJHS Respect the Seal Campaign ($41,000) and Bishops School La Jolla ($29,394), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is James and Alvina Bartos Balog Foundation?
James and Alvina Bartos Balog Foundation reported $10.3M in total assets on its 2025 IRS Form 990-PF. It paid out $830K in qualifying distributions that year, against a required minimum of $444K (roughly 5% of its investment assets).
What does James and Alvina Bartos Balog Foundation fund?
No foundation mission statement is provided. Its grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from James and Alvina Bartos Balog Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does James and Alvina Bartos Balog Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). James and Alvina Bartos Balog Foundation funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/james-and-alvina-bartos-balog-foundation-morg_b0ec6ede9d0649518cf66e49ad9091fb
BibTeX
@misc{grantable_650829807_2026,
author = {{Grantable}},
title = {{James and Alvina Bartos Balog Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/james-and-alvina-bartos-balog-foundation-morg_b0ec6ede9d0649518cf66e49ad9091fb},
note = {Accessed 2026-10-10. 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 James and Alvina Bartos Balog 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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