Rudy Balke Trust Inc

COLORADO SPRINGS, CO EIN: 84-6044826

Rudy Balke Trust Inc is a private foundation focused on Health, based in COLORADO SPRINGS, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $272K in total assets. In 2024, it awarded 15 grants totaling $56K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$272K

-17.7% YoY

Annual Giving

$56K

+7.9% YoY

Grant Count

15

+7.1% YoY

Avg Grant Size

$4K

+0.7% YoY

Under IRS private-foundation payout rules, Rudy Balke Trust Inc reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.

About Rudy Balke Trust Inc

Based on IRS filings

Rudy Balke Trust Inc is a private foundation focused on Health, based in COLORADO SPRINGS, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $272K in total assets. In 2024, it awarded 15 grants totaling $56K. Net investment income was $4K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

Canon CityCanyon CityCarol StreamColorado SpringsDallasDenverDivideOrlandoVictorWoodland Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$39K$58K$78K20202021202220232024
Metric202420232022
Total Assets$272,440$331,168$372,091
Revenue$11,362$23,252$7,941
Expenses$70,739$69,437$67,311
Qualifying Distributions$62,555$59,900$56,275
Net Investment Income$3,539$1,624$326
Distributable Amount$56,230$58,672$56,889

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$42K$56K20 grants20209 grants202110 grants202214 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MAIN STREET DENTAL LLC$13KRAMPART FAMILIY DENTAL C…$7KEMILY R BATSON DDS PC$7KCOLORADO ORAL SURGERY GR…$5KSMILES FOR COLORADO ORTH…$4KROCKY MOUNTAIN PERIODONT…$4KFOREST EDGE DENTAL CARE$3KCOMFORT DENTAL$3KADAM HAYES$2KTIMBERLAND DENTAL CARE$2K

Grant Size Distribution

68 grants across all recorded years

68<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Main Street Dental Llc ($13,081), Rampart Familiy Dental Center ($7,417), Emily R Batson Dds Pc ($6,742).

RecipientPurposeAmount
COMFORT DENTAL COLORADO SPRINGS, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$2,878
FAMILY CARE CENTER COLORADO SPRINGS, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$932
MATHEWS ORTHODONTICS PC COLORADO SPRINGS, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$1,612
OPEN & AFFORDABLE DENTAL & BRACES NORTH COLORADO SPRINGS, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$750
ORAL SURGERY ASSOCIATES OF COLORADO SPRINGS COLORADO SPRINGS, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$405
RAMPART FAMILIY DENTAL CENTER WOODLAND PARK, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$7,417
ADAM HAYES VICTOR, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$2,430
COLORADO ORAL SURGERY GROUP COLORADO SPRINGS, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$4,635
EMILY R BATSON DDS PC COLORADO SPRINGS, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$6,742
FOREST EDGE DENTAL CARE WOODLAND PARK, CODENTAL CARE FOR INDIGENT MEMBERS OF THE COMMUNITY$3,304

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

LOIS BEACHTRUSTEE$2KJEFF WILLIAMSTRUSTEE$2KJON ZALEWSKITRUSTEE$2KGARY HORTONTRUSTEE$2KRUTH ZALEWSKITRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
LOIS BEACHTRUSTEE1$1,800
JEFF WILLIAMSTRUSTEE1$1,800
JON ZALEWSKITRUSTEE1$1,800
GARY HORTONTRUSTEE1$1,800
RUTH ZALEWSKITRUSTEE1$1,800

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Rudy Balke Trust Inc?

Rudy Balke Trust Inc is a private foundation focused on Health, based in COLORADO SPRINGS, CO. It holds $272K in total assets as of 2024.

How large is Rudy Balke Trust Inc?

As of 2024, Rudy Balke Trust Inc holds $272K in total assets with $11K in annual revenue. It awarded 15 grants totaling $56K in 2024.

Where does Rudy Balke Trust Inc operate?

Rudy Balke Trust Inc has awarded grants in Colorado, Florida, Illinois, Texas.

What size grants does Rudy Balke Trust Inc award?

In 2024, Rudy Balke Trust Inc awarded 15 grants totaling $56K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Rudy Balke Trust Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rudy Balke Trust Inc reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rudy Balke Trust Inc's EIN?

Rudy Balke Trust Inc's EIN (Employer Identification Number) is 84-6044826. IRS Form 990 filing data is available on this page for 2020–2024.

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

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