Roland G Balg Charitable Trust

Dallas, TX
Tax-exempt since Nov. 1977
EIN: 36-6650606

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$252k (2025)

Expenses

$203k (2025)

Total Assets

$2.57M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Revenue

$251,542

Expenses

$202,631

Net Income

$48,911

Net Assets

$2,567,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,440	29.6%
Sales of Assets	$177,102	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,401	84.6%
Compensation of Officers*	$42,222	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,567,192
Total Liabilities	$0
Net Assets	$2,567,192

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$42,222	$0

990-PF

Filed on Oct. 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$94,620

Expenses

$137,206

Net Income

-$42,586

Net Assets

$2,519,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,551	73.5%
Sales of Assets	$19,491	20.6%
Other Income	$5,578	5.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,126	80.3%
Compensation of Officers*	$38,362	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,519,671
Total Liabilities	$0
Net Assets	$2,519,671

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$39,667	$0

990-PF

Filed on Nov. 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2023

Revenue

-$14,762

Expenses

$205,467

Net Income

-$220,229

Net Assets

$2,461,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,840
Sales of Assets	-$72,602
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,115	82.3%
Compensation of Officers*	$35,896	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,461,134
Total Liabilities	$0
Net Assets	$2,461,134

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$35,896	$0

990-PF

Filed on Dec. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$497,222

Expenses

$199,884

Net Income

$297,338

Net Assets

$2,627,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,718	11.0%
Sales of Assets	$442,504	89.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,260	85.7%
Compensation of Officers*	$39,726	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,627,803
Total Liabilities	$0
Net Assets	$2,627,803

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$39,726	$0

990-PF

Filed on Oct. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$186,075

Expenses

$168,294

Net Income

$17,781

Net Assets

$2,721,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,566	24.5%
Sales of Assets	$140,509	75.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,198	79.7%
Compensation of Officers*	$39,599	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,721,062
Total Liabilities	$1
Net Assets	$2,721,061

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$39,599	$0

990-PF

Filed on Nov. 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$234,076

Expenses

$150,373

Net Income

$83,703

Net Assets

$2,308,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,293	23.6%
Sales of Assets	$176,761	75.5%
Other Income	$2,022	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,068	84.5%
Compensation of Officers*	$34,723	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,308,338
Total Liabilities	$1
Net Assets	$2,308,337

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$34,723	$0

990-PF

Filed on Oct. 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$150,980

Expenses

$160,181

Net Income

-$9,201

Net Assets

$2,308,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,561	34.8%
Sales of Assets	$98,419	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,846	81.7%
Compensation of Officers*	$34,383	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,308,376
Total Liabilities	$0
Net Assets	$2,308,376

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$34,383	$0

990-PF

Filed on Dec. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$237,497

Expenses

$155,076

Net Income

$82,421

Net Assets

$2,348,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,639	21.3%
Sales of Assets	$186,858	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,566	81.6%
Compensation of Officers*	$35,490	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,348,423
Total Liabilities	$0
Net Assets	$2,348,423

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$35,490	$0

990-PF

Filed on Oct. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2017

Revenue

$144,317

Expenses

$148,927

Net Income

-$4,610

Net Assets

$2,262,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,124	35.4%
Sales of Assets	$93,193	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,744	84.4%
Compensation of Officers*	$33,495	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,262,404
Total Liabilities	$0
Net Assets	$2,262,404

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$34,059	$0

990-PF

Filed on Oct. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$87,279

Expenses

$155,591

Net Income

-$68,312

Net Assets

$2,366,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,051	64.2%
Sales of Assets	$31,228	35.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,592	83.9%
Compensation of Officers*	$35,817	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,366,075
Total Liabilities	$0
Net Assets	$2,366,075

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$35,817	$0

990-PF

Filed on Nov. 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$110,018

Expenses

$143,548

Net Income

-$33,530

Net Assets

$2,418,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,335	51.2%
Sales of Assets	$47,733	43.4%
Other Income	$5,950	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,600	84.0%
Compensation of Officers*	$35,838	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,418,877
Total Liabilities	$0
Net Assets	$2,418,877

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$81,563

Expenses

$172,036

Net Income

-$90,473

Net Assets

$2,418,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,154	57.8%
Sales of Assets	$34,329	42.1%
Other Income	$80	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,001	79.6%
Compensation of Officers*	$32,468	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,418,794
Total Liabilities	$0
Net Assets	$2,418,794

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$433,776

Expenses

$152,234

Net Income

$281,542

Net Assets

$2,332,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,524	22.0%
Sales of Assets	$338,252	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,615	89.7%
Compensation of Officers*	$24,146	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,332,581
Total Liabilities	$0
Net Assets	$2,332,581

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Roland G Balg Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $252k (2025)

Expenses $203k (2025)

Total Assets $2.57M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Revenue

$252k (2025)

Expenses

$203k (2025)

Total Assets

$2.57M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002