Roland G Balg Charitable Trust
- Assets
- $2.5m
- Revenue
- -$14.8k
- Investments
- $2.4m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 11/1977
- Data as of
- 08/2023
- EIN
- 36-6650606
Organization Overview
Roland G Balg Charitable Trust is located in Dallas, TX. The organization was established in 1977. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roland G Balg Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, Roland G Balg Charitable Trust has awarded 36 individual grants totaling $837,400. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $57,840 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$72,602 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$14,762 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $35,896 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $12,594 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,485 |
| Total operating and administrative expenses | $58,067 |
| Contributions, gifts, grants paid | $147,400 |
| Total expenses and disbursements | $205,467 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $81,058 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,461,134 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Roland G Balg Charitable Trust has awarded $147,400 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
LUTHERAN HOMES OF OCONOMOWOC PURPOSE: UNRESTRICTED GENERAL | $24,400 |
MARQUETTE UNIVERSITY PURPOSE: UNRESTRICTED GENERAL | $24,400 |
LURIE CHILDRENS HOSPITAL OF CHICAGO PURPOSE: UNRESTRICTED GENERAL | $24,400 |
OSF HEALTHCARE SYSTEM PURPOSE: UNRESTRICTED GENERAL | $49,800 |
EDGEWOOD COLLEGE PURPOSE: UNRESTRICTED GENERAL | $24,400 |