James and Alvina Bartos Balog Foundation

Private foundation · EIN 65-0829807 · since 1999·California, Colorado, Massachusetts, New Jersey, Pennsylvania·Updated 13 October 2026

At a glance

$379k
Annual giving, 2024 tax year
From the Form 990-PF filing
$250 to $15,000
Grant range
From grants in the 990-PF filings
$3,000
Typical grant (median)
60 grants in the latest filing
Invitation only
Unsolicited applications are not accepted

This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.

Key takeaways

  • The foundation makes grants only to organisations it has preselected and does not accept unsolicited requests, so a charity that has not been invited should not send it an application.
  • The filing gives no further application steps, so the only route it describes is an invitation.
  • Where a charity is invited, a modest request fits its pattern: half of its 154 grants to organisations were $2,500 or less, and typical grants fall between $250 and $15,000, although its largest grant was $100,000.
  • Repeat giving is a real feature, as 54% of its grant dollars to organisations went to groups it had also funded in earlier filings.
  • No geographic focus is stated, so the filing sets no location rule, and it states no specific field of funding either.

Overview

James and Alvina Bartos Balog Foundation is a US private foundation based in Morristown, NJ.

What they fund

Profile based on the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 7 October 2026.

Priority Areas

The filings do not state a specific field of funding; their stated purposes are overwhelmingly unrestricted. Grants have gone to a broad mix of charitable organisations, including educational institutions, arts and cultural bodies, religious institutions, health and human-services charities, environmental organisations, and civic and advocacy groups. The record also includes community services and local organisations. This describes the recipients rather than a declared set of priorities: the filings do not state thematic criteria or detailed eligibility rules. They indicate that contributions are made only to preselected charitable organisations, with unsolicited requests not accepted.

Geographic Focus

No geographic focus is stated; the filings show grants mainly in Colorado, New Jersey, Massachusetts, Pennsylvania and California.

How to apply

The foundation contributes only to preselected charitable organisations and does not accept unsolicited requests; the filing provides no further application steps.

Application success factors

  • Repeat giving: In its TY2024 filing, 54% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
  • Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 154 grants to organisations were $2,500 or less.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2022–2024.

Grant dollars by state

Colorado22%
New Jersey22%
Massachusetts14%
Pennsylvania14%
California12%
Utah5%

6 other states: 11%

  • The largest single recipient received 13% of grant dollars to organisations.
  • In tax year 2024, 54% of grant dollars went to organisations James and Alvina Bartos Balog Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.
  • 8% of grant dollars went to intermediaries that regrant to other organisations.

Grants

60 grants in the latest filing analysed · median $3,000

How much do they typically give?

Share of 60 grants in tax year 2024 by size

Under $1k20%
$1k–$2.5k15%
$2.5k–$5k25%
$5k–$10k22%
$10k–$25k13%
$25k–$50k3%
$50k–$100k2%

Median $3,000 (tax year 2024)

The largest grants to organisations in the foundation’s latest filing:

  • Denver Art Museum · Unrestricted
    $75,0002024 tax year
  • SJHS Respect the Seal Campaign · Unrestricted
    $41,0002024 tax year
  • Bishops School La Jolla · Unrestricted
    $29,3942024 tax year
  • Boulder Philharmonic · Unrestricted
    $15,0002024 tax year
  • San Diego Rowing Club · Unrestricted
    $11,1502024 tax year
  • SJHS · Unrestricted
    $10,1002024 tax year
  • Our Lady of Lourdes · Unrestricted
    $10,0002024 tax year
  • Telluride Institute · Unrestricted
    $10,0002024 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

  • Michael G Balog — Director
  • James D Balog — Director
  • Stephen Balog — Director

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$235,279$227,000$9,196,192Filing for 2022 tax year
2023 tax year$416,306$407,550$9,499,457Filing for 2023 tax year
2024 tax year$391,596$379,243$10,406,392Filing for 2024 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

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Contact

  • Morristown, NJ