Roland G Balg Charitable Trust

DALLAS, TX EIN: 36-6650606

Roland G Balg Charitable Trust is a nonprofit organization, based in DALLAS, TX. IRS filing data is available from 2019 through 2025. In 2025, it awarded 5 grants totaling $146K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$146K

+67.8% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$29K

+67.8% YoY

About Roland G Balg Charitable Trust

Based on IRS filings

Roland G Balg Charitable Trust is a nonprofit organization, based in DALLAS, TX. IRS filing data is available from 2019 through 2025. In 2025, it awarded 5 grants totaling $146K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CHICAGOChicagoEVERGREEN PARKMADISONMILWAUKEEMilwaukeeOCONOMOWOCPEORIAPeoria

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920212022202320242025
Metric202520242023
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$37K$74K$111K$147K5 grants20195 grants20216 grants20225 grants20235 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

LURIE CHILDREN'S HOSPITA…$29KOSF HEALTHCARE FOUNDATION$29KEDGEWOOD COLLEGE$29KMARQUETTE UNIVERSITY$29KLUTHERAN HOMES OF OCONOM…$29K

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$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

BANK OF AMERICATrustee$42K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATrustee1$42,222

Related Funders

Similar funders by location and focus area

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

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