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
2
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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Balance for Freedom Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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