Roland G Balg Charitable Trust

Foundation · Grantmaker 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

Among its reported 2025 grants, the largest include Lurie Children's Hospital of Chicago ($29,200), Osf Healthcare Foundation ($29,200), Edgewood College ($29,200).

RecipientPurposeAmount
LURIE CHILDREN'S HOSPITAL OF CHICAGO CHICAGO, ILUNRESTRICTED GENERAL$29,200
OSF HEALTHCARE FOUNDATION Peoria, ILUNRESTRICTED GENERAL$29,200
EDGEWOOD COLLEGE MADISON, WIUNRESTRICTED GENERAL$29,200
MARQUETTE UNIVERSITY MILWAUKEE, WIUNRESTRICTED GENERAL$29,200
LUTHERAN HOMES OF OCONOMOWOC OCONOMOWOC, WIUNRESTRICTED GENERAL$29,200

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

Frequently Asked Questions

Where does Roland G Balg Charitable Trust operate?

Roland G Balg Charitable Trust has awarded grants in Illinois, Wisconsin.

What size grants does Roland G Balg Charitable Trust award?

In 2025, Roland G Balg Charitable Trust awarded 5 grants totaling $146K — an average of about $29K per grant, based on its IRS Form 990 filings.

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.

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

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