Roland G Balg Charitable Trust
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.
Key facts about Roland G Balg Charitable Trust
- EIN
- 36-6650606
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $146,000
- Grants made (2025)
- 5
- Average grant
- $29,200
- Median grant
- $29,200
- Primary geography
- Wisconsin (60% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated April 2026.
Who Roland G Balg Charitable Trust funds
By grant dollars, the top recipient states for Roland G Balg Charitable Trust's 5 itemized 2025 grants were Wisconsin (60%) and Illinois (40%). 100% of grants with a stated purpose were for general or operating support.
How Roland G Balg Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Roland G Balg Charitable Trust
- How to evaluate Roland G Balg Charitable Trust as a funder
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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.
Ready to take the next step with Roland G Balg Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Lurie Children's Hospital of Chicago ($29,200), Osf Healthcare Foundation ($29,200), Edgewood College ($29,200).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $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.