Balance for Freedom Inc

FORT LAUDERDALE, FL EIN: 81-0899116

Balance for Freedom Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.7M in total assets. In 2024, it awarded 2 grants totaling $200K. Net investment income was $80K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.7M

+106.0% YoY

Annual Giving

$200K

Grant Count

Avg Grant Size

$100K

Under IRS private-foundation payout rules, Balance for Freedom Inc reported a distributable amount of $494K for 2024 — the minimum it must pay out in qualifying distributions.

About Balance for Freedom Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $100K (50%)

Florida $100K (50%)

States

District of Columbia Florida

Cities

WashingtonWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$13,664,561	$6,633,231	$5,785,693
Revenue	$80,554	$46,100	$33,698
Expenses	$202,093	$1,727	$2,363
Qualifying Distributions	$200,883	$1,226	$954
Net Investment Income	$79,866	$42,722	$32,968
Distributable Amount	$494,447	$322,512	$261,181

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Norton Museum of Art ($100,000), Sovereign Military Hospitaller Order of Saint John of Jersusalem of Rhodes ($100,000).

Recipient	Purpose	Amount
NORTON MUSEUM OF ART WEST PALM BEACH, FL	SUPPORT FOR SOROLLA EXHIBITION	$100,000
SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERSUSALEM OF RHODES WASHINGTON, DC	TO SUPPORT EDUCATION PROGRAM IN HUNGARY	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THOMAS PETERFFY	CHAIRMAN & CEO	—	—
EARL NEMSER	DIRECTOR	—	—
CHRISTOPHER UZPEN	DIRECTOR & SECRETARY	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Balance for Freedom Inc?

Balance for Freedom Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. It holds $13.7M in total assets as of 2024.

How large is Balance for Freedom Inc?

As of 2024, Balance for Freedom Inc holds $13.7M in total assets with $81K in annual revenue. It awarded 2 grants totaling $200K in 2024.

Where does Balance for Freedom Inc operate?

Balance for Freedom Inc has awarded grants in District of Columbia, Florida.

What size grants does Balance for Freedom Inc award?

In 2024, Balance for Freedom Inc awarded 2 grants totaling $200K — an average of about $100K per grant, based on its IRS Form 990 filings.

How much is Balance for Freedom Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Balance for Freedom Inc reported a distributable amount of $494K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.