Balance for Freedom Inc
Balance for Freedom Inc is a private foundation, based in Fort Lauderdale, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $19.7M in total assets. In 2025, it awarded 2 grants totaling $200K. Net investment income was $101K.
Balance for Freedom Inc at a glance
In short: Balance for Freedom Inc gave $200K across 2 grants in 2025 (avg $100K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $200,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $100,000
- +0.0% vs 2024
- Median grant
- $100,000
- Total assets
- $19,708,384
- +44.2% vs 2024
- Primary geography
- Maine (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Balance for Freedom Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Building Our Future - the Campaign for MDI Hospital ($100K). Together the top 2 received $200K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Balance for Freedom Inc gives
- In 2025 it paid out 23% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $200K (2024) to $200K (2025). In 2025 it made 2 grants totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Building Our Future - the Campaign for MDI Hospital Bar Harbor, ME | Support for Sorolla Exhibition | $100,000 |
| The Palm Beach Police and Fire Foundation Palm Beach, FL | To Support Education Program in Hungary | $100,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $19,708,384 | $100,295 | $202,894 | $200,000 | 2 | $201,222 | $100,536 | $865,784 |
| 2024 | $13,664,561 | $80,554 | $202,093 | $200,000 | 2 | $200,883 | $79,866 | $494,447 |
| 2023 | $6,633,231 | $46,100 | $1,727 | — | — | $1,226 | $42,722 | $322,512 |
| 2022 | $5,785,693 | $33,698 | $2,363 | — | — | $954 | $32,968 | $261,181 |
| 2021 | $6,292,134 | $31,512 | $1,120 | — | — | — | $29,392 | $265,310 |
| 2020 | $4,850,543 | $30,990 | $1,177 | — | — | — | $30,323 | $187,599 |
Under IRS private-foundation payout rules, Balance for Freedom Inc reported a distributable amount of $866K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Balance for Freedom Inc is led by Thomas Peterffy, Chairman & CEO since 2021 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Thomas Peterffy
Chairman & CEO
Chairman & President → Chairman & CEO, 2021
On filings since 2020
No compensation reported
Christopher R. Uzpen
Director & Secretary
Secretary & Treasurer → Director & Secretary, 2021
On filings since 2020
No compensation reported
Earl H. Nemser
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Balance for Freedom Inc
How much does Balance for Freedom Inc give each year?
Balance for Freedom Inc gave $200K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 2 grants.
How large is Balance for Freedom Inc?
Balance for Freedom Inc reported $19.7M in total assets on its 2025 IRS Form 990-PF. It paid out $201K in qualifying distributions that year, against a required minimum of $866K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Balance for Freedom Inc operate?
Balance for Freedom Inc has awarded grants in District of Columbia, Florida, Maine.
What is Balance for Freedom Inc's EIN?
Balance for Freedom Inc's EIN (Employer Identification Number) is 81-0899116. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
Live grants for the work Balance for Freedom Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Balance for Freedom Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Balance for Freedom Inc funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/balance-for-freedom-inc-morg_e5d83c16bc3249f8a51f0435eec06de9
BibTeX
@misc{grantable_810899116_2026,
author = {{Grantable}},
title = {{Balance for Freedom Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/balance-for-freedom-inc-morg_e5d83c16bc3249f8a51f0435eec06de9},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Balance for Freedom Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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