Texas · Private foundation
Roland G Balg Charitable Trust
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.
- $146k
- Granted FY2025(still arriving)
- 5
- Grants FY2025
- 5
- Organizations funded FY2024
- 20%
- First-time grantees FY2024
- Median grant, FY2025
- $29,200
- Largest grant, FY2025
- $29,200
- Organizations funded a year
- 5 to 6
- FY2018 to FY2024
- States reached, FY2025
- 2
- Total assets, FY2025
- $2.6M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2024, 20% of the organizations Roland G Balg Charitable Trust funded were first-time grantees, receiving 20% of its grant dollars.
New vs renewed · share of each year
In FY2024, 80% of grant dollars renewed an existing relationship; $17k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 5 | $146k | 20% |
| FY2024 | 5 | $87k | 20% |
| FY2023 | 5 | $147k | 0% |
| FY2022 | 6 | $147k | 17% |
| FY2021 | 5 | $110k | 40% |
| FY2020 | 5 | $106k | 0% |
| FY2019 | 5 | $110k | 0% |
| FY2018 | 5 | $105k | 0% |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.
Top grantees
Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Edgewood University Inc | $220,400 | 9 | 0% |
| Marquette University | $219,400 | 9 | 0% |
| Lutheran Homes of Oconomowoc Inc | $213,400 | 9 | 0% |
| OSF Healthcare System | $89,800 | 3 | 0% |
| Little Company of Mary Hospital Inc | $67,000 | 4 | 0% |
| OSF Healthcare Foundation | $29,200 | 1 | 0% |
| Saint Anthony Hospital | $17,400 | 1 | 0% |
Plus 3 recipients with no EIN on record ($209k), not named here.
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.
Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund
How this is measured
About Roland G Balg Charitable Trust
- How much does Roland G Balg Charitable Trust give?
- Roland G Balg Charitable Trust reported 5 grants totaling $146,000 in its FY2025 IRS filing. It funded between 5 and 6 organizations a year over FY2018 to FY2024.
- What does Roland G Balg Charitable Trust fund?
- By grant dollars over FY2017 to FY2025, its largest causes are Education (44%), Health (30%), Human Services (20%).
- Who are Roland G Balg Charitable Trust's largest grantees?
- By total granted over FY2017 to FY2025: Edgewood University Inc ($220k), Marquette University ($219k), Lutheran Homes of Oconomowoc Inc ($213k).
- Does Roland G Balg Charitable Trust fund new organizations?
- In FY2024, 20% of the organizations it funded were first-time grantees.
- Does Roland G Balg Charitable Trust accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Roland G Balg Charitable Trust?
- Its strongest co-funders, measured against what their size predicts, include Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
- Where is Roland G Balg Charitable Trust based?
- Roland G Balg Charitable Trust is based in TX.
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