The Balser Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $646K in total assets. In 2024, it awarded 3 grants totaling $35K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$646K
-3.5% YoY
Annual Giving
$35K
-29.4% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$12K
-52.9% YoY
Under IRS private-foundation payout rules, The Balser Foundation reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.
About The Balser Foundation
Based on IRS filings
The Balser Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $646K in total assets. In 2024, it awarded 3 grants totaling $35K. Net investment income was $13K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $646,303 | $669,839 | $737,712 |
| Revenue | $26,909 | $-3,178 | $25,233 |
| Expenses | $50,444 | $64,668 | $21,763 |
| Qualifying Distributions | $36,959 | $51,601 | $1,947 |
| Net Investment Income | $13,424 | $2,181 | $11,416 |
| Distributable Amount | $40,100 | $37,524 | $42,430 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Greater Atlanta ($20,000), Emory University ($10,000), Anti-defamation League ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANTI-DEFAMATION LEAGUE NEW YORK, NY | CIVIC | $5,000 |
| JEWISH FEDERATION OF GREATER ATLANTA ATLANTA, GA | CIVIC | $20,000 |
| EMORY UNIVERSITY ATLANTA, GA | EDUCATIONAL | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RONALD D BALSER | TRUSTEE | 1 | — |
| BARBARA B BALSER | TRUSTEE | 1 | — |
| DANIEL E BALSER | COMM. MEMBER | 0.25 | — |
| R JONATHAN BALSER | COMM. MEMBER | 0.25 | — |
| GINGER BALSER JUDGE | COMM. MEMBER | 0.25 | — |
| BARTON J FRIEDLAND | COMM. MEMBER | 0.25 | — |
| JON D FRIEDLAND | COMM. MEMBER | 0.25 | — |
| LAURA G BALSER | COMM. MEMBER | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Balser Foundation?
The Balser Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $646K in total assets as of 2024.
How large is The Balser Foundation?
As of 2024, The Balser Foundation holds $646K in total assets with $27K in annual revenue. It awarded 3 grants totaling $35K in 2024.
Where does The Balser Foundation operate?
The Balser Foundation has awarded grants in Georgia, New York.
What size grants does The Balser Foundation award?
In 2024, The Balser Foundation awarded 3 grants totaling $35K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is The Balser Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Balser Foundation reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Balser Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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