The Balser Foundation
The Balser Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $631K in total assets. In 2025, it awarded 1 grant totaling $47K. Net investment income was $31K.
The Balser Foundation at a glance
In short: The Balser Foundation gave $47K across 1 grant in 2025 (avg $47K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $47,000
- +34.3% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $47,000
- +302.9% vs 2024
- Median grant
- $47,000
- Total assets
- $630,674
- -2.4% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Balser Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Jewish Federation of Greater Naples ($47K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Balser Foundation gives
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $35K (2024) to $139K (2019). In 2025 it made 1 grant totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Greater Naples Naples, FL | CIVIC | $47,000 |
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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 | $630,674 | $39,842 | $55,471 | $47,000 | 1 | $47,000 | $31,371 | $44,207 |
| 2024 | $646,303 | $26,909 | $50,444 | $35,000 | 3 | $36,959 | $13,424 | $40,100 |
| 2023 | $669,839 | $-3,178 | $64,668 | $49,568 | 2 | $51,601 | $2,181 | $37,524 |
| 2022 | $737,712 | $25,233 | $21,763 | — | — | $1,947 | $11,416 | $42,430 |
| 2021 | $734,242 | $610,251 | $12,064 | — | — | — | $287,109 | $29,708 |
| 2019 | $547,627 | $15,444 | $153,373 | $139,000 | 4 | — | $2,239 | $31,940 |
Under IRS private-foundation payout rules, The Balser Foundation reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Balser Foundation's 2025 filing lists 8 officers; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara B. Balser
Trustee
On filings since 2019
1 hr/week
No compensation reported
Ronald D. Balser
Trustee
On filings since 2019
1 hr/week
No compensation reported
Barton J. Friedland
Committee Member
On filings since 2019
0.3 hrs/week
No compensation reported
Daniel E. Balser
Committee Member
On filings since 2019
0.3 hrs/week
No compensation reported
Jon D. Friedland
Committee Member
On filings since 2019
0.3 hrs/week
No compensation reported
Laura G. Balser
Committee Member
On filings since 2019
0.3 hrs/week
No compensation reported
R. Jonathan Balser
Committee Member
On filings since 2019
0.3 hrs/week
No compensation reported
Ginger Balser Judge
Committee Member
On filings since 2021
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Ginger M. Reid (2019) — Committee Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Balser Foundation
How much does The Balser Foundation give each year?
The Balser Foundation gave $47K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 3 grants.
How large is The Balser Foundation?
The Balser Foundation reported $631K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).
Where does The Balser Foundation operate?
The Balser Foundation has awarded grants in Florida, Georgia, New Mexico, New York.
What is The Balser Foundation's EIN?
The Balser Foundation's EIN (Employer Identification Number) is 58-6276300. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work The Balser Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Balser Foundation's focus areas in our free grants database
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