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.
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.
Ready to take the next step with The Balser Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Greater Naples Naples, FL | CIVIC | $47,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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
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.
Here's the math on researching The Balser Foundation by hand.
Explore Open Grants
Browse active grant opportunities in The Balser Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Rich Foundation Inc
Atlanta, GA
The Rich Foundation funds arts, education, hunger relief, gardens, healthcare, and other community initiatives, directing its giving to the Metro Atlanta area. Its 2024 grants ranged from $2,500 to $150,000, with a median of $50,000. It accepts applications and does not limit giving to preselected organizations; no deadline is stated.
Assets
$51.7M
Grants
37
Total Given
$2.1M
Jewish Federation of Metropolitan
Chicago, IL
The Jewish Federation of Metropolitan funds human services, education, community programs, Jewish life, and crisis relief in the Chicago area, as well as support for Israel and Jewish communities worldwide. Its 2025 grants ranged from about $5,000 to $27.4 million, with a median of about $20,000. Unsolicited requests are not addressed for the Federation overall; its separate Jewish Women’s Foundation accepts letters of intent, with proposals by invitation only.
Assets
$1.1B
Grants
896
Total Given
$166.6M
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
McKesson Foundation Inc
Dallas, TX
McKesson Foundation supports healthcare access across the U.S. and Canada, focusing on cancer, healthcare workforce training, and emergency response, especially for vulnerable communities; local priorities include Atlanta, Columbus, Dallas-Fort Worth, Houston, Memphis, Montreal, Richmond, and Toronto. Its 2025 grants ranged from $10,000 to $2.47 million, with a median of $100,000. Its filing says it does not accept unsolicited requests, while its current website describes online applications: up to $25,000 year-round and larger requests from February 1 through April 30.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Publix Super Markets Charities Inc
Lakeland, FL
Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for Northeast Florida Inc
Jacksonville, FL
The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
Community Foundation of Tampa Bay Inc
Tampa, FL
The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.
Assets
$1.0B
Grants
698
Total Given
$54.3M
Gulf Coast Community Foundation Inc
Venice, FL
Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.
Assets
$533.7M
Grants
651
Total Given
$45.0M
Early Learning Coalition of Broward
Fort Lauderdale, FL
The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.
Assets
$15.9M
Grants
636
Total Given
$152.2M
Leslie L Alexander Foundation Inc
Delray Beach, FL
The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$291.4M
Grants
622
Total Given
$28.4M
CSX Foundation Inc
Jacksonville, FL
Assets
$9.7M
Grants
607
Total Given
$13.7M
United Way Miami Inc
Miami, FL
United Way Miami funds education, economic mobility, health and wellbeing, and resilient-community programs, with its community focus in Miami-Dade County. Its 2025 grants ranged from $5,082 to $1,693,432, with a median of $18,410; published opportunities include selected awards of up to $153,000. It publishes specific grant opportunities and application details; whether it accepts unsolicited requests is not stated.
Assets
$157.2M
Grants
562
Total Given
$32.6M
More Funders in Florida
The Balser Foundation down — hundreds of funders to go?