Joseph a Baloga Tr
Joseph a Baloga Tr is a private foundation, based in Groton, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $56K in total assets. In 2025, it awarded 9 grants totaling $219K. Net investment income was $75K.
Joseph a Baloga Tr at a glance
In short: Joseph a Baloga Tr gave $219K across 9 grants in 2025 (avg $24K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $218,500
- +125.0% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $24,278
- +75.0% vs 2024
- Median grant
- $1,000
- Total assets
- $55,797
- -77.3% vs 2024
- Primary geography
- Connecticut (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joseph a Baloga Tr funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Ray of Light Farm ($198K). Together the top 9 received $219K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 41 grants of 48 (85%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Joseph a Baloga Tr gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $97K (2024) to $341K (2021). In 2025 it made 9 grants totaling $219K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ray of Light Farm East Haddam, CT | Support their charitable purposes | $198,000 |
| Stone Coast Community Church Seekonk, MA | To Support their charitable purposes | $10,000 |
| Hope for our Sisters Inc Wakefield, MA | To Support their charitable purposes | $4,000 |
| Special Olympics CT Hamden, CT | To support their charitable purposes | $2,000 |
| Boxes to Boots Berlin, CT | To Support their charitable purposes | $1,000 |
| Alicias Angels New London, CT | To Support their charitable purposes | $1,000 |
| Steps Inc Groton, CT | To support their charitable purposes. | $1,000 |
| Forever My Heart Foundation Middletown, CT | To support their charitable purposes | $1,000 |
| Groton Memorial Library Groton, CT | To Support their charitable purposes | $500 |
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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 |
|---|---|---|---|---|---|---|---|
| 2025 | $55,797 | $75,291 | $222,181 | $218,500 | 9 | $218,500 | $75,291 |
| 2024 | $246,102 | $69,281 | $102,884 | $97,100 | 7 | $102,884 | $63,497 |
| 2023 | $475,186 | $34,376 | $116,619 | $110,464 | 8 | $116,619 | $28,221 |
| 2022 | $557,429 | $34,447 | $192,776 | $185,500 | 8 | $192,776 | $27,171 |
| 2021 | $715,758 | $143,616 | $350,695 | $340,795 | 16 | $350,695 | $133,716 |
| 2020 | $922,837 | $17,918 | $195,094 | $181,650 | 17 | — | $4,474 |
Leadership & Key People
Officers and directors from IRS filings
Joseph a Baloga Tr's only listed officer is George Baloga, Officer since 2024 (on filings since 2020) (uncompensated).
Officers on the 2025 filing
George Baloga
Officer
Trustee → Officer, 2024
On filings since 2020
5 hrs/week
No compensation reported
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 Joseph a Baloga Tr
How much does Joseph a Baloga Tr give each year?
Joseph a Baloga Tr gave $219K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $97K across 7 grants.
What is Joseph a Baloga Tr's typical grant size?
Joseph a Baloga Tr's median grant in 2025 was $1,000, and its average grant was $24,278, across 9 grants on its 2025 IRS Form 990-PF.
Where does Joseph a Baloga Tr give grants?
Joseph a Baloga Tr gives mostly in Connecticut: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (6%). The most frequent recipient cities were Groton, CT (2 grants).
Who are Joseph a Baloga Tr's largest grantees?
Joseph a Baloga Tr's largest 2025 grantees include Ray of Light Farm ($198,000), Stone Coast Community Church ($10,000) and Hope for our Sisters Inc ($4,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.
How large is Joseph a Baloga Tr?
Joseph a Baloga Tr reported $56K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $75K.
What is Joseph a Baloga Tr's EIN?
Joseph a Baloga Tr's EIN (Employer Identification Number) is 47-7149681. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 15, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 18, 2026)
- IRS filings on file for fiscal years 2020–2025
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