Roland G Balg Charitable Trust
EIN 366650606Total Given 2017–2025
$849K
36 grants · $94K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$24K
typical small grants · $19K–$25K
grant size
73%
deep partner · 8/11 multi-year
repeat
$3.3M
Assets (2025)
11
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $107K | $2.6M | $144K | 5 |
| 2018 | $105K | $2.7M | $237K | 5 |
| 2020 | N/A | $2.9M | $234K | N/A |
| 2021 | $110K | $3.4M | $186K | 5 |
| 2022 | $147K | $2.7M | $497K | 6 |
| 2023 | $147K | $2.7M | $-15K | 5 |
| 2024 | $87K | $3.1M | $95K | 5 |
| 2025 | $146K | $3.3M | $252K | 5 |
Grant Size Distribution
Based on 36 grants on record
Minimum
$12K
25th Pctl
$19K
Median
$24K
Average
$24K
75th Pctl
$25K
Maximum
$50K
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America N A
Trustee
BA
Bank of America N A
Trustee
BA
Bank of America N A
Trustee
BA
Bank of America N A
Trustee
Grants Awarded (36 total)
| Purpose | ||||
|---|---|---|---|---|
| Osf Healthcare System | Peoria, IL | $49,800 | UNRESTRICTED GENERAL | 2023 |
| Lutheran Homes of Oconomowoc | Oconomowoc, WI | $30,000 | UNRESTRICTED GENERAL | 2017 |
| Edgewood College | Madison, WI | $30,000 | UNRESTRICTED GENERAL | 2018 |
| Lurie Children'S Hospital of Chicago | Chicago, IL | $29,200 | UNRESTRICTED GENERAL | 2025 |
| Osf Healthcare Foundation | Peoria, IL | $29,200 | UNRESTRICTED GENERAL | 2025 |
| Edgewood College | Madison, WI | $29,200 | UNRESTRICTED GENERAL | 2025 |
| Marquette University | Milwaukee, WI | $29,200 | UNRESTRICTED GENERAL | 2025 |
| Lutheran Homes of Oconomowoc | Oconomowoc, WI | $29,200 | UNRESTRICTED GENERAL | 2025 |
| Marquette University | Milwaukee, WI | $25,400 | UNRESTRICTED GENERAL | 2022 |
| Lutheran Homes of Oconomowoc | Oconomowoc, WI | $25,400 | UNRESTRICTED GENERAL | 2022 |
| Edgewood College | Madison, WI | $25,400 | UNRESTRICTED GENERAL | 2022 |
| Lurie Childrens Hospital of Chicago | Chicago, IL | $25,400 | UNRESTRICTED GENERAL | 2022 |
| Academy of St Joseph Emergency Academy | Milwaukee, WI | $25,400 | UNRESTRICTED GENERAL | 2022 |
| Lurie Childrens Hospital of Chicago | Chicago, IL | $25,000 | UNRESTRICTED GENERAL | 2021 |
| Marquette University | Milwaukee, WI | $25,000 | UNRESTRICTED GENERAL | 2017 |
| Edgewood College | Madison, WI | $25,000 | UNRESTRICTED GENERAL | 2017 |
| Marquette University | Milwaukee, WI | $25,000 | UNRESTRICTED GENERAL | 2018 |
| Marquette University | Milwaukee, WI | $24,400 | UNRESTRICTED GENERAL | 2023 |
| Lutheran Homes of Oconomowoc | Oconomowoc, WI | $24,400 | UNRESTRICTED GENERAL | 2023 |
| Edgewood College | Madison, WI | $24,400 | UNRESTRICTED GENERAL | 2023 |
| Lurie Childrens Hospital of Chicago | Chicago, IL | $24,400 | UNRESTRICTED GENERAL | 2023 |
| Marquette University | Milwaukee, WI | $23,000 | UNRESTRICTED GENERAL | 2021 |
| Edgewood College | Madison, WI | $22,000 | UNRESTRICTED GENERAL | 2021 |
| Lutheran Homes of Oconomowoc | Oconomowoc, WI | $20,000 | UNRESTRICTED GENERAL | 2021 |
| Osf Healthcare System | Peoria, IL | $20,000 | UNRESTRICTED GENERAL | 2021 |