Nonprofit · EIN 36-6650606
ROLAND G BALG CHARITABLE TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $251,542 | $202,631 | $48,911 | $2,567,192 | $0 | $2,567,192 |
| August 31, 2024 | 990-PF | $94,620 | $137,206 | -$42,586 | $2,519,671 | $0 | $2,519,671 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $74,440
- Net gain from sales of assets
- $177,102
Expenses
- Grants and similar amounts paid
- $146,000
- Compensation of officers, directors and key employees
- $42,222
- Disbursements for charitable purposes
- $171,401
- Excise tax on investment income
- $3,043
Balance sheet and other
- Total assets, start of year
- $2,519,671
- Total assets, end of year
- $2,567,192
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,567,192
- Fair market value of assets
- $3,305,123
- Qualifying distributions
- $171,401
- Net investment income
- $248,882
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | Trustee | 1 | $42,222 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | Trustee | 1 | $39,667 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % CONTL NATL BK & TR CO OF CHGO
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 36-6650606
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1977
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,567,192
- Income (IRS master file)
- $559,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $251,542 | $202,631 | $2,567,192 | XML |
| 990-PF | August 2024 | $94,620 | $137,206 | $2,519,671 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6650606).
Questions about ROLAND G BALG CHARITABLE TRUST
- What is the EIN of ROLAND G BALG CHARITABLE TRUST?
- The employer identification number (EIN) of ROLAND G BALG CHARITABLE TRUST is 36-6650606.
- Is ROLAND G BALG CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to ROLAND G BALG CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROLAND G BALG CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROLAND G BALG CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROLAND G BALG CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ROLAND G BALG CHARITABLE TRUST?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $42,222 (BANK OF AMERICA, Trustee).
- How much revenue does ROLAND G BALG CHARITABLE TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $251,542, expenses of $202,631 and total assets of $2,567,192 at year end.
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