Funder DirectoryJames and Alvina Bartos Balog Foundation
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Private foundation (trust)EIN 650829807Est. 1999-05

James and Alvina Bartos Balog Foundation

Morristown, NJ 07960

Total Assets

$10.4M

FY 2024

Annual Giving

$379K

FY 2024

Grants Made

63

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

$100–$75K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.4M

Total Expenses

$392K

Qualifying Distributions

$830K

Distributable Amount

$444K

Min. Investment Return

$464K

Undistributed Income

$64K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

63 grants

Grant sizes from minimum $100 through median $3K to maximum $75K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2019 to 2024. Peak $488K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

318 grants

PENN STATE - JAMES BALOG MEMORIAL SCHOLARSHIP
$250K
1 grant
NORTHEASTERN UNIVERSITY
$125K
2 grants
BISHOP SCHOOL
$94K
4 grants
OUR LADY OF LOURDES HIGH SCHOOL
$91K
4 grants
SAN DIEGO FRENCH AMERICAN SCHOOL
$77K
3 grants
Denver Art Museum - photo department
$75K
1 grant
ST JOSEPH'S HIGH SCHOOL
$75K
4 grants
Boulder Philharmonic
$54K
6 grants

Grant Size Distribution

318 grants

<$10K
281
grants
$10–50K
32
grants
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

21 states

Pennsylvania
$490K
26% of total
New Jersey
$352K
19% of total
Colorado
$320K
17% of total
California
$292K
15% of total
Massachusetts
$150K
8% of total
New York
$92K
5% of total
Utah
$53K
3% of total
District of Columbia
$36K
2% of total
Oregon
$30K
2% of total
Florida
$16K
1% of total

+11 more states

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James and Alvina Bartos Balog Foundation — Grants, Financials & Contact | Grantivo