Roland G Balg Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Roland G Balg Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 36-6650606
Foundation Overview
Based in Dallas, TX, Roland G Balg Charitable Trust has awarded 41 grants totaling $936,400 to organizations in Wisconsin and Illinois. Individual grants range from $12,000 to $49,800, with a median award of $24,400.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 of 5 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
61% of grants are awarded in Wisconsin, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Milwaukee (36%), Oconomowoc (32%), Madison (32%).
Funding Trajectory
Moderate 36% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Roland G Balg Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Lurie Children's Hospital Of Chicago | $29,200 | Chicago, IL, US | Unrestricted General | 2024 |
| Osf Healthcare Foundation | $29,200 | Peoria, IL, US | Unrestricted General | 2024 |
| Edgewood College | $29,200 | Madison, WI, US | Unrestricted General | 2024 |
| Marquette University | $29,200 | Milwaukee, WI, US | Unrestricted General | 2024 |
| Lutheran Homes Of Oconomowoc | $29,200 | Oconomowoc, WI, US | Unrestricted General | 2024 |
| Lurie Children's Hospital Of Chicago | $17,400 | Chicago, IL, US | Unrestricted General | 2023 |
| Edgewood College | $17,400 | Madison, WI, US | Unrestricted General | 2023 |
| Marquette University | $17,400 | Milwaukee, WI, US | Unrestricted General | 2023 |
| Lutheran Homes Of Oconomowoc | $17,400 | Oconomowoc, WI, US | Unrestricted General | 2023 |
| Saint Anthony Hospital | $17,400 | Chicago, IL, US | Unrestricted General | 2023 |
| Lurie Children's Hospital Of Chicago | $17,400 | Chicago, IL, US | Unrestricted General | 2023 |
| Edgewood College | $17,400 | Madison, WI, US | Unrestricted General | 2023 |
| Marquette University | $17,400 | Milwaukee, WI, US | Unrestricted General | 2023 |
| Lutheran Homes Of Oconomowoc | $17,400 | Oconomowoc, WI, US | Unrestricted General | 2023 |
| Saint Anthony Hospital | $17,400 | Chicago, IL, US | Unrestricted General | 2023 |
| Marquette University | $24,400 | Milwaukee, WI, US | Unrestricted General | 2022 |
| Lutheran Homes Of Oconomowoc | $24,400 | Oconomowoc, WI, US | Unrestricted General | 2022 |
| Edgewood College | $24,400 | Madison, WI, US | Unrestricted General | 2022 |
| Lurie Childrens Hospital Of Chicago | $24,400 | Chicago, IL, US | Unrestricted General | 2022 |
| Osf Healthcare System | $49,800 | Peoria, IL, US | Unrestricted General | 2022 |
| Marquette University | $25,400 | Milwaukee, WI, US | Unrestricted General | 2021 |
| Lutheran Homes Of Oconomowoc | $25,400 | Oconomowoc, WI, US | Unrestricted General | 2021 |
| Edgewood College | $25,400 | Madison, WI, US | Unrestricted General | 2021 |
| Lurie Childrens Hospital Of Chicago | $25,400 | Chicago, IL, US | Unrestricted General | 2021 |
| Osf Healthcare System | $20,000 | Peoria, IL, US | Unrestricted General | 2021 |
| Academy Of St Joseph Emergency Academy | $25,400 | Milwaukee, WI, US | Unrestricted General | 2021 |
| Marquette University | $23,000 | Milwaukee, WI, US | Unrestricted General | 2020 |
| Lutheran Homes Of Oconomowoc | $20,000 | Oconomowoc, WI, US | Unrestricted General | 2020 |
| Edgewood College | $22,000 | Madison, WI, US | Unrestricted General | 2020 |
| Lurie Childrens Hospital Of Chicago | $25,000 | Chicago, IL, US | Unrestricted General | 2020 |
| Osf Healthcare System | $20,000 | Peoria, IL, US | Unrestricted General | 2020 |
| Marquette University | $25,000 | Milwaukee, WI, US | Unrestricted General | 2017 |
| Lutheran Homes Of Oconomowoc | $20,000 | Oconomowoc, WI, US | Unrestricted General | 2017 |
| Edgewood College | $30,000 | Madison, WI, US | Unrestricted General | 2017 |
| Ann & Robert Lurie | $15,000 | Chicago, IL, US | Unrestricted General | 2017 |
| Little Company Of Mary Hospital | $15,000 | Evergreen Park, IL, US | Unrestricted General | 2017 |
| Marquette University | $25,000 | Milwaukee, WI, US | Unrestricted General | 2016 |
| Lutheran Homes Of Oconomowoc | $30,000 | Oconomowoc, WI, US | Unrestricted General | 2016 |
| Edgewood College | $25,000 | Madison, WI, US | Unrestricted General | 2016 |
| Ann & Robert Lurie | $12,000 | Chicago, IL, US | Unrestricted General | 2016 |
| Little Company Of Mary Hospital | $15,000 | Evergreen Park, IL, US | Unrestricted General | 2016 |
Foundations Similar to Roland G Balg Charitable Trust
Discover 5 foundations with comparable assets ($3,272,761-$3,332,167), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Louise L Morrison Trust F0685400
EIN: 74-1386236 | 30 grants awarded |
$3,308,841
(≈ Similar) |
$37,122
median grant |
San Antonio, TX
Same state |
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|
Bright Family Foundation
EIN: 92-1760586 | 12 grants awarded |
$3,309,751
(≈ Similar) |
$37,500
median grant |
Lewisville, TX
Same state |
|
|
Minnie B Hedrick Trust
EIN: 44-6008725 | 30 grants awarded |
$3,318,629
(≈ Similar) |
$40,000
median grant |
Dallas, TX
Same state |
|
|
Whitlock Memorial Fund Uw
EIN: 54-6225993 | 55 grants awarded |
$3,332,167
(≈ Similar) |
$26,454
median grant |
Dallas, TX
Same state |
|
|
Fleming Family Foundation
EIN: 87-4200834 | 12 grants awarded |
$3,272,761
(≈ Similar) |
$21,999
median grant |
Dallas, TX
Same state |
|
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Contact Information
Official contact details for Roland G Balg Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 36-6650606 |
| Website | N/A |
| Address | PO BOX 653067 Dallas, TX 75265-3067 |
Key People (1)
Board members, trustees, and key staff who oversee Roland G Balg Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Bank Of America |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Roland G Balg Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
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