Rudy Balke Trust Inc
Rudy Balke Trust Inc is a private foundation based in Colorado Springs, Colorado. Its 2025 filing describes support for medical needs and the general welfare of individuals residing in the vicinity surrounding Victor, Colorado.
Rudy Balke Trust Inc at a glance
In short: Rudy Balke Trust Inc gave $38K across 11 grants in 2025 (avg $3K), mostly in Colorado. 60% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $38,362
- -31.0% vs 2024
- Grants made (2025)
- 11
- -26.7% vs 2024
- Average grant
- $3,487
- -5.9% vs 2024
- Median grant
- $2,160
- Total assets
- $228,600
- -16.1% vs 2024
- New grantees (estimate)
- 60% first-time grantees (6 of 10, 2025; small sample)
- Primary geography
- Colorado (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rudy Balke Trust Inc
- How to Apply
-
The foundation does not restrict giving to preselected organizations. The filing lists open deadlines and says applicants should provide information sufficient to determine qualifications of purpose and residency. Awards are restricted to the medical needs and general welfare of individuals residing in the vicinity surrounding Victor, Colorado.
- Contact
Application contact: Jeffrey Williams
Mailing address: 4955 Sunbird Cliffs Dr, Colorado Springs, CO 80919
Phone: (719) 598-9312
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rudy Balke Trust Inc funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Rampart Family Dental Center ($12K). Together the top 9 received $34K.
Organizations only. It also paid 2 grants to individuals ($4,050), which are not listed by name.
Grant Size Distribution
59 grants across all recorded years
The most common grant size was under $50K: 59 grants of 59 (100%).
Geographic Focus
Where this funder awards grants
The filing states that awards are restricted to individuals residing in the vicinity surrounding Victor, Colorado. In 2025, 94% of grant dollars went to recipients in Colorado and 6% to recipients in South Dakota.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Rudy Balke Trust Inc open to new grantees?
60%
first-time grantees, 2025
In 2025, 6 of 10 grantees (60%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $2K; repeat grants $7K. How we count
Medians: $1K first-time, $6K repeat.
- 10% of 2025 grantees were also funded in 2024. Method
- Giving fell 27% from 2022 to 2025. Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $38K (2025) to $56K (2024). In 2025 it made 11 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rampart Family Dental Center Woodland Park, CO | Dental Care for Indigent Members of the Community | $11,510 |
| Oral Surgery Associates of Colorado Springs Colorado Springs, CO | Dental Care for Indigent Members of the Community | $9,384 |
| Endodontic Specialists of Colorado PC Colorado Springs, CO | Dental Care for Indigent Members of the Community | $3,525 |
| Victor Museum Improvement Association Victor, CO | Health & welfare for indigent members of the community | $3,400 |
| Southern Teller County Focus Group Victor, CO | Health & welfare for indigent members of the community | $3,400 |
| 2 grants to individuals Recipients not named | — | $4,050 |
| Woodland Park Dental Group Woodland Park, CO | Dental Care for Indigent Members of the Community | $1,619 |
| One Stop Dental Colorado Springs, CO | Dental Care for Indigent Members of the Community | $723 |
| Complete Care Anesthesia Castle Rock, CO | Medical Care for Indigent Members of the Community | $540 |
| City of Victor Victor, CO | Health & welfare for indigent members of the community | $211 |
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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 | $228,600 | $13,368 | $56,622 | $38,362 | 11 | $46,761 | $3,556 | $53,666 |
| 2024 | $272,440 | $11,362 | $70,739 | $55,592 | 15 | $62,555 | $3,539 | $56,230 |
| 2023 | $331,168 | $23,252 | $69,437 | $51,513 | 14 | $59,900 | $1,624 | $58,672 |
| 2022 | $372,091 | $7,941 | $67,311 | $52,500 | 10 | $56,275 | $326 | $56,889 |
| 2021 | $450,301 | $14,523 | $65,891 | $48,426 | 9 | $56,485 | $5,117 | $50,346 |
| 2020 | $515,625 | $13,808 | $65,764 | $48,899 | 20 | — | $4,239 | $53,080 |
Under IRS private-foundation payout rules, Rudy Balke Trust Inc reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s filing identifies medical needs and general welfare as its giving restrictions. Its 2025 grants included dental care, medical care, and health and welfare support for people described as indigent.
Among the organizations it supported, Victor Museum Improvement Association received $3,400 in 2025. The grantee says its mission is to collect, preserve, research, and interpret the history of Victor and the communities of the Cripple Creek mining district for education and public enjoyment.
Grantmaking
In 2025, the foundation gave $38,362 through 11 grants. Grants ranged from $211 to $11,510, with a median of $2,160. The largest grants included $11,510 to Rampart Family Dental Center and $9,384 to an individual recipient, both for dental care for indigent community members. Other recipients included Endodontic Specialists of Colorado PC ($3,525), Victor Museum Improvement Association ($3,400), and Southern Teller County Focus Group ($3,400).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gary Horton as trustee, Jeff Williams as president/treasurer, Jon Zalewski as vice president, Brian Hayes as trustee, and Ruth Zalewski as secretary.
Rudy Balke Trust Inc is led by Jeff Williams, President & Treasurer since 2025 (on filings since 2020); all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jeff Williams
President & Treasurer
Trustee → President & Treasurer, 2025
On filings since 2020
1 hr/week
$2K (2020) → $3K (2025)
Gary Horton
Trustee
On filings since 2023
1 hr/week
$2K (2023) → $2K (2025)
Brian Hayes
Trustee
New on the 2025 filing
1 hr/week
$900 (2025)
Jon Zalewski
Vice President
Trustee → Vice President, 2025
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
Ruth Zalewski
Secretary
Trustee → Secretary, 2025
On filings since 2023
1 hr/week
$2K (2023) → $2K (2025)
Former officers (3)
- Former: Lois Beach (2020–2024) — Trustee
- Former: Cindy Slane (2020–2022) — Trustee
- Former: Tom Slane (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $3K, to Jeff Williams (President/Treasurer). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Rudy Balke Trust Inc
How much does Rudy Balke Trust Inc give each year?
Rudy Balke Trust Inc gave $38K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $56K across 15 grants.
What is Rudy Balke Trust Inc's typical grant size?
Rudy Balke Trust Inc's median grant in 2025 was $2,160, and its average grant was $3,487, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Rudy Balke Trust Inc that year got $2K on average.
Where does Rudy Balke Trust Inc give grants?
Rudy Balke Trust Inc gives mostly in Colorado: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was South Dakota (6%). The most frequent recipient cities were Colorado Springs, CO (3 grants), Victor, CO (3 grants) and Woodland Park, CO (2 grants).
Does Rudy Balke Trust Inc give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on Rudy Balke Trust Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Dental Care for Indigent Members of the Community" (5 grants), "Medical Care for Indigent Members of the Community" (3 grants) and "Health & Welfare for Indigent Members of the Community" (3 grants).
Who are Rudy Balke Trust Inc's largest grantees?
Rudy Balke Trust Inc's largest 2025 grantees include Rampart Family Dental Center ($11,510), Oral Surgery Associates of Colorado Springs ($9,384) and Endodontic Specialists of Colorado PC ($3,525), according to its 2025 IRS Form 990-PF. It also paid 2 grants to individuals ($4,050), which are not listed by name. Together they received 64% of its itemized 2025 grant dollars.
How large is Rudy Balke Trust Inc?
Rudy Balke Trust Inc reported $229K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Rudy Balke Trust Inc fund?
The foundation’s filing identifies medical needs and general welfare as its giving restrictions. Its 2025 grants included dental care, medical care, and health and welfare support for people described as indigent. See mission & focus areas ↑
How do I apply for a grant from Rudy Balke Trust Inc?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
Live grants for the work Rudy Balke Trust Inc funds
Health Open opportunities, soonest deadline first.
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Browse active grant opportunities in Rudy Balke Trust Inc's focus areas in our free grants database
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