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Foundations / Texas

Roland G Balg Charitable Trust

Preselected recipients only Dallas, Texas · EIN 366650606

Roland G Balg Charitable Trust is a private foundation in Dallas, Texas. In tax year 2024 it gave $146,000 in 5 grants; the typical grant was $29,200 and the largest $29,200. It only gives to organizations it selects itself and does not accept unsolicited applications.

From its IRS Form 990-PF for tax year 2024.

Giving in 2024 was up from $87,000 the year before.

20% of its 2024 grantees had not received a grant from it the year before, a mix of repeat and new grantees.

Giving by year

Tax yearGrants paidNumber of grantsAssets
2023$87,0005$3.1 million
2024$146,0005$3.3 million

How to apply

Roland G Balg Charitable Trust says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.

IRS filings on ProPublica

What Roland G Balg Charitable Trust funds

Where it gives

Its grants went to recipients in 2 states, the most to Wisconsin.

StateGrantsAmount
Wisconsin3$87,600
Illinois2$58,400

Grants paid in 2024

All 5 grants
RecipientPurposeAmount
Lurie Children's Hospital of Chicago
Chicago, IL
Unrestricted general$29,200
Osf Healthcare Foundation
Peoria, IL
Unrestricted general$29,200
Edgewood College
Madison, WI
Unrestricted general$29,200
Marquette University
Milwaukee, WI
Unrestricted general$29,200
Lutheran Homes of Oconomowoc
Oconomowoc, WI
Unrestricted general$29,200

Officers and trustees

As listed in Part VIII of the 2024 filing.

Questions people ask

Does Roland G Balg Charitable Trust accept grant applications?

No. Its IRS filing says it only makes contributions to preselected organizations.

How much does Roland G Balg Charitable Trust give?

$146,000 in tax year 2024, across 5 grants, with a typical grant of $29,200.

Who runs Roland G Balg Charitable Trust?

Its 2024 filing lists Bank of America (Trustee).

What does Roland G Balg Charitable Trust fund?

Based on its grants, mainly education and health.

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