Roland G Balg Charitable Trust
Roland G Balg Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 5 grants totaling $146K. Net investment income was $219K.
Roland G Balg Charitable Trust at a glance
In short: Roland G Balg Charitable Trust gave $146K across 5 grants in 2025 (avg $29K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $146,000
- +67.8% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $29,200
- +67.8% vs 2024
- Median grant
- $29,200
- Total assets
- $2,567,192
- +1.9% vs 2024
- Primary geography
- Wisconsin (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Roland G Balg Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Lurie Children's Hospital of Chicago ($29K). Together the top 5 received $146K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Roland G Balg Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $87K (2024) to $147K (2023). In 2025 it made 5 grants totaling $146K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lurie Children's Hospital of Chicago Chicago, IL | Unrestricted General | $29,200 |
| OSF Healthcare Foundation Peoria, IL | Unrestricted General | $29,200 |
| Edgewood College Madison, WI | Unrestricted General | $29,200 |
| Marquette University Milwaukee, WI | Unrestricted General | $29,200 |
| Lutheran Homes of Oconomowoc Oconomowoc, WI | Unrestricted General | $29,200 |
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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 | $2,567,192 | $251,542 | $202,631 | $146,000 | 5 | $171,401 | $218,895 | $155,215 |
| 2024 | $2,519,671 | $94,620 | $137,206 | $87,000 | 5 | $110,126 | $60,901 | $169,310 |
| 2023 | $2,461,134 | $-14,762 | $205,467 | $147,400 | 5 | $169,115 | $32,402 | $134,509 |
| 2022 | $2,627,803 | $497,222 | $199,884 | $147,000 | 6 | $171,260 | $466,081 | $165,438 |
| 2021 | $2,721,062 | $186,075 | $168,294 | $110,000 | 5 | — | $158,688 | $154,437 |
| 2019 | $2,308,376 | $150,980 | $160,181 | $110,000 | 5 | — | $111,743 | $127,933 |
Under IRS private-foundation payout rules, Roland G Balg Charitable Trust reported a distributable amount of $155K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roland G Balg Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$40K (2022) → $42K (2025)
Former officers (1)
- Former: Bank of America N A (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $42K, to Bank of America (Trustee).
Frequently asked questions about Roland G Balg Charitable Trust
How much does Roland G Balg Charitable Trust give each year?
Roland G Balg Charitable Trust gave $146K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $87K across 5 grants.
What is Roland G Balg Charitable Trust's typical grant size?
Roland G Balg Charitable Trust's median grant in 2025 was $29,200, and its average grant was $29,200, across 5 grants on its 2025 IRS Form 990-PF.
Where does Roland G Balg Charitable Trust give grants?
Roland G Balg Charitable Trust gives mostly in Wisconsin: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (40%).
Does Roland G Balg Charitable Trust give general operating support?
Yes: 100% of Roland G Balg Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Roland G Balg Charitable Trust's largest grantees?
Roland G Balg Charitable Trust's largest 2025 grantees include Lurie Children's Hospital of Chicago ($29,200), OSF Healthcare Foundation ($29,200) and Edgewood College ($29,200), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Roland G Balg Charitable Trust?
Roland G Balg Charitable Trust reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $171K in qualifying distributions that year, against a required minimum of $155K (roughly 5% of its investment assets).
What is Roland G Balg Charitable Trust's EIN?
Roland G Balg Charitable Trust's EIN (Employer Identification Number) is 36-6650606. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 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 2019 (received by the IRS December 9, 2019)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 18, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 1, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 1, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 2, 2025)
- IRS filings on file for fiscal years 2019–2025
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