Private Foundation

ROLAND G BALG CHARITABLE TRUST

ROLAND G BALG CHARITABLE TRUST is a private foundation categorized as Private Foundation based in DALLAS, TX. Its most recent IRS filing (2025) reports revenue of $252K, expenses of $203K, total assets of $2.6M. Imperigo tracks 35 reported grants from this foundation totaling approximately $811K.

EIN: 366650606 DALLAS, TX Latest filing: 2025

Total Revenue$252K

Total Expenses$203K

Total Assets$2.6M

Grants Given35

Grant Total$811K

Filing Years2020–2025

Sample Grants Given

OSF HEALTHCARE FOUNDATION

Peoria, IL · 2024

UNRESTRICTED GENERAL

$29,200

EDGEWOOD COLLEGE

MADISON, WI · 2024

UNRESTRICTED GENERAL

$29,200

MARQUETTE UNIVERSITY

MILWAUKEE, WI · 2024

UNRESTRICTED GENERAL

$29,200

LUTHERAN HOMES OF OCONOMOWOC

OCONOMOWOC, WI · 2024

UNRESTRICTED GENERAL

$29,200

LURIE CHILDREN'S HOSPITAL OF CHICAGO

CHICAGO, IL · 2024

UNRESTRICTED GENERAL

$29,200

Showing up to 5 of 35 total records — full history available with membership.

Officers & Directors

Trustee Bank Of America

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$811,400 35 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$252K	$203K	$2.6M
2024	$95K	$137K	$2.5M
2023	$-15K	$205K	$2.5M
2021	$186K	$168K	$2.7M
2020	$234K	$150K	$2.3M

Between 2020 and 2025, reported annual revenue grew from $234K to $252K (+7%), with total assets most recently reported at $2.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IL, WI.

ILWI

Full geographic grant map with state-by-state breakdown available with membership.

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