The Balser Foundation

Private foundation · Grantmaker Naples, FL EIN: 58-6276300

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.

Key facts about The Balser Foundation

In short: The Balser Foundation gave $47K across 1 grant in 2025 (avg $47K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
58-6276300
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$47,000
Grants made (2025)
1
Average grant
$47,000
Median grant
$47,000
Total assets
$630,674
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$631K

-2.4% YoY

Annual Giving

$47K

+34.3% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$47K

+302.9% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of the 2025 grant dollars on its one itemized grant.

Cities

AtlantaNaplesNew YorkSanta Fe

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K4 grants2019 0 grants2021 0 grants2022 2 grants2023 3 grants2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $35K (2024) to $139K (2019). In 2025 it made 1 grant totaling $47K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Jewish Federation of Greater Naples: $47KJewish Federation of GreaterNaples$47K

The largest 2025 recipient was Jewish Federation of Greater Naples ($47K).

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Federation of Greater Naples Naples, FLCIVIC$47,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2019 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$630,674$646,303$669,839
Revenue$39,842$26,909$-3,178
Expenses$55,471$50,444$64,668
Qualifying Distributions$47,000$36,959$51,601
Net Investment Income$31,371$13,424$2,181
Distributable Amount$44,207$40,100$37,524

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 10, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. IRS filings on file for fiscal years 2021–2024

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.

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