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Joseph a Baloga Tr at a glance

· Private foundation

Joseph a Baloga Tr

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$219k
Granted FY2025still arriving
9
Grants FY2025still arriving
2
States reached
$198k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Religion$406kAnimals$224kInternational$165kRecreation & Sports$104kHuman Services$94kHealth$48kEducation$36kHousing & Shelter$31kOther$0
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k7 grants · $11k
  • $10k–50k1 grant · $10k
  • $50k–250k1 grant · $198k
$1,000
Median grant
2
States reached
$56k
Total assets
Largest grants
RecipientAmount
Ray of Light Farm$198,000
Stone Coast Community Church$10,000
Hope for our Sisters Inc$4,000
Special Olympics CT$2,000
Steps Inc$1,000
Alicias Angels$1,000
Boxes to Boots$1,000
Forever My Heart Foundation$1,000
Groton Memorial Library$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–25, $226k) land where the poverty rate runs at 7%, against an area that typically sits at 7%. 10% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 7%TriCircle Inc: $5k → 7%Steps Inc: $10k → 9%Steps Inc: $6k → 9%Ray of Light Farm: $198k → 7%Ray of Light Farm: $500 → 7%Ray of Light Farm: $100 → 7%Steps Inc: $1k → 9%Steps Inc: $500 → 9%Child and Family Agency: $5k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 11% of Joseph a Baloga Tr’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 86% of the giving stays in CT; by stated purpose, 76%.

Joseph a Baloga Trlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

81%of every dollar goes to organizations it has funded before.
$913k · 11 repeat orgs$211k to everyone else

Grantees it renews have grown median revenue +76% since the first grant, against +76% for those funded once.

11 repeat relationships: 8 still active in FY2025, 3 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
19

Total granted

$913k
$210k

Median revenue growth · since first grant

+76%
+76%

Still filing today

55%
37%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
Human ServicesHousing & ShelterInternationalAnimalsEducationHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • RO
    RAY OF LIGHT FARM INC
    3× · 2020–2025 · $199k · revenue +10%
  • HF
    Hope for Our Sisters Inc
    6× · 2020–2025 · $105k · revenue +17%
  • SO
    SPECIAL OLYMPICS CONNECTICUT INC
    4× · 2020–2025 · $94k · revenue +132%

Funded once

  • JR
    Jericho Road Community Center
    one grant, 2021 · $35k
  • FI
    FOREVER IN MY HEART FOUNDATION INCgraduated
    one grant, 2021 · $25k · revenue +128% · 52% of their budget
  • STEPHEN SILLER TUNNEL TO TOWERS FOUNDATIONgraduated
    one grant, 2021 · $25k · revenue +112%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Mercy Hospital Inc

We, trinity health of new england and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities. the mercy hospital is a member of trinity health of new england…

Health
2
United Services Inc

United services mission is to provide an effective response to the youth, family, and adult social and behavioral health needs in the community. united services is the most comprehensive private, non-profit center in connecticut providing…

Human Services
3
Liberation Programs Inc

Liberation programs' mission is to provide prevention, treatment, community outreach, and recovery services to help individuals and their families impacted by substance use and mental health conditions to foster hope and maintain wellness.

Health
4
Saint Mary Home Incorporated

We, mercy community health and trinity health, serve together in the spirit of the gospel as a compassionate and transforming presence within our communities. saint mary home is a member of mercy community health and trinity health.

—
5
Gosnold Inc

Gosnold, inc. was established for the rehabilitation of substance abusers and offers addiction and mental health treatment on an in-patient and out-patient basis.

—
6
Recovery Network of Programs Inc

To provide comprehensive care and expert recovery services to any individual or family on their journey to restore hope, health, and healing; to empower those in need to get the compassionate and personalized support they deserve to help…

Health
7
Safe Futures Inc

The mission of Safe Futures is to stop abuse, restore hope, and save lives for those impacted by domestic violence, sexual assault, stalking, trafficking, elder abuse, and child abuse in southeastern Connecticut.

Human Services
8
Hospital for Special Care

Hospital for Special Care is a 236-Bed Rehabilitation and Chronic Disease hospital, serving patients in these primary areas: Inpatient and Outpatient Rehabilitation.

Health
9
Connecticut Counseling Centers Inc

To provide substance abuse and mental health treatment services. programs include methadone maintenance, outpatient, hiv, detoxification and dually diagnosed treatments and counseling.

—
10
Servicenet Inc

We provide people with effective support, treatments, and strategies so they may live their lives to the fullest.

Health
11
Mental Health Connecticut Inc

Mhc partners with individuals, their families, and surrounding communities to create environments that support long-term health and wellness.

Health
12
Mercy Community Health Inc

We, mercy community health and trinity health, serve together in the spirit of the gospel as a compassionate and transforming presence within our communities. mercy community health is a member of trinity health.

—
How this is measured
The grantee most central to the portfolio’s shape is Special Olympics Connecticut Inc; the most unlike its peers is Steps Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

15 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 15 of the 32 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
14/15
Grantees still filing
13/15
Grew since first funded

Where the money sits, by cause and then by grantee

STONE COAST COMMUNITY CHURCH: $379,000 · OtherSTONE COAST COMMUNITY CHURCHSPECIAL OLYMPICS CONNECTICUT INC: $93,945 · OtherSPECIAL OLYMPICS CONNECTICUT INCJericho Road Community Center: $35,000 · OtherJericho Road Community CenterSS Cyrill and Methodiius Seminary: $25,000 · Other+15 more: $89,964 · Other+15 moreRAY OF LIGHT FARM INC: $198,600 · Human ServicesRAY OF LIGHT FARM INCSTEPS Inc: $17,500 · Human ServicesSTEPS Inc+2 more: $10,000 · Human ServicesHope for Our Sisters Inc: $105,000 · InternationalHope for Our Sis…Mercy Ships International: $60,000 · InternationalMercy Ships Inte…MERCY HOUSING & SHELTER CORPORATION: $25,000 · Housing & ShelterMALTA INC: $6,000 · Housing & ShelterFOREVER IN MY HEART FOUNDATION INC: $25,000 · AnimalsSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $25,000 · EducationBoxes to Boots Incorporated: $24,000 · Membership BenefitMAYO CLINIC: $10,000 · HealthCONNECTICUT BRAIN TUMOR ALLIANCE INC: $5,000 · Health
Other$622,909Human Services$226,100International$165,000Housing & Shelter$31,000Animals$25,000Education$25,000Membership Benefit$24,000Health$15,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetRAY OF LIGHT FARM INC: $198,600 over 3y, 0.1% of budgetHope for Our Sisters Inc: $105,000 over 6y, 23% of budgetSPECIAL OLYMPICS CONNECTICUT INC: $93,945 over 4y, 0.9% of budgetMercy Ships International: $60,000 over 2y, 0.1% of budgetFOREVER IN MY HEART FOUNDATION INC: $25,000 over 1y, 52% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $25,000 over 1y, 0.0% of budgetMERCY HOUSING & SHELTER CORPORATION: $25,000 over 1y, 0.5% of budgetBoxes to Boots Incorporated: $24,000 over 6y, 0.6% of budgetSTEPS Inc: $17,500 over 4y, 5.2% of budgetTHE ARC EASTERN CONNECTICUT INC: $10,000 over 1y, 0.1% of budgetMAYO CLINIC: $10,000 over 2y, 0.0% of budgetMALTA INC: $6,000 over 1y, 11% of budgetCONNECTICUT BRAIN TUMOR ALLIANCE INC: $5,000 over 1y, 1.9% of budgetTRICIRCLE CORPORATION: $5,000 over 1y, 4.0% of budgetCHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC: $5,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds RAY OF LIGHT FARM INC ↗
  • Who funds Hope for Our Sisters Inc ↗
  • Who funds SPECIAL OLYMPICS CONNECTICUT INC ↗
  • Who funds Mercy Ships International ↗
  • Who funds FOREVER IN MY HEART FOUNDATION INC ↗
  • Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION ↗
  • Who funds MERCY HOUSING & SHELTER CORPORATION ↗
  • Who funds Boxes to Boots Incorporated ↗
  • Who funds STEPS Inc ↗
  • Who funds THE ARC EASTERN CONNECTICUT INC ↗
  • Who funds MAYO CLINIC ↗
  • Who funds MALTA INC ↗
  • Who funds CONNECTICUT BRAIN TUMOR ALLIANCE INC ↗
  • Who funds TRICIRCLE CORPORATION ↗
  • Who funds CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Pfizer Foundation…Chelsea Groton Founda…Network for GoodAmerican Online Givin…The Bank of America C…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
The Pfizer Foundation IncNY17.3× affinity10 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Pfizer Foundation Inc · Chelsea Groton Foundation · Network for Good · American Online Giving Foundation Inc · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Joseph a Baloga Tr funds: left to right is the share of its income from government, bottom to top the share from Joseph a Baloga Tr. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%4%15%34%60%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 55%
  • The Arc Eastern Connecticut Inc: 88% of income from government
  • Mercy Housing & Shelter Corporation: 77% of income from government
  • Child and Family Agency of Southeastern Connecticut Inc: 55% of income from government
  • Tricircle Corporation: 43% of income from government
  • Special Olympics Connecticut Inc: 42% of income from government
  • Steps Inc: 18% of income from government
no gov moneyreceives it· size = income
4get no government money at all
3rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 32 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Joseph a Baloga Tr’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home