Pearl Dixon Balthis Fdn Tua
Pearl Dixon Balthis Fdn Tua is a private foundation based in Orlando, Florida. Its 2025 filing reports 10 grants totaling $96,000, with all listed grants designated for general operating support.
Pearl Dixon Balthis Fdn Tua at a glance
In short: Pearl Dixon Balthis Fdn Tua gave $96K across 10 grants in 2025 (avg $10K), mostly in North Carolina. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $96,000
- +17.1% vs 2024
- Grants made (2025)
- 10
- +11.1% vs 2024
- Average grant
- $9,600
- +5.4% vs 2024
- Median grant
- $10,000
- Total assets
- $1,621,255
- -0.1% vs 2024
- New grantees (estimate)
- 30% first-time grantees (3 of 10, 2025; small sample)
- Primary geography
- North Carolina (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Pearl Dixon Balthis Fdn Tua
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states on its 2024 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (804) 273-7445
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Pearl Dixon Balthis Fdn Tua funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Heart Society of Gaston County Inc ($16K). Together the top 10 received $96K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 90% of grant dollars went to recipients in North Carolina and 10% to recipients in Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Is Pearl Dixon Balthis Fdn Tua open to new grantees?
30%
first-time grantees, 2025
In 2025, 3 of 10 grantees (30%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $5K; repeat grants $12K. How we count
Medians: $5K first-time, $10K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $71K (2021) to $96K (2025). In 2025 it made 10 grants totaling $96K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heart Society of Gaston County Inc Gastonia, NC | General Operating | $16,000 |
| Sewanee- the University of the South Office of the Treasurer Sewanee, NC | General Operating | $15,000 |
| Virginia Theological Seminary Alexandria, VA | General Operating | $10,000 |
| Mended Heartsinc of Gastonia CHPTR 379 Gastonia, NC | General Operating | $10,000 |
| Boys & Girls Club of Greater Gaston Gastonia, NC | General Operating | $10,000 |
| Thompson Child and Family Focus Matthews, NC | General Operating | $10,000 |
| The Gastonia Potter's House Gastonia, NC | General Operating | $10,000 |
| Gaston Memorial Hospital Fnd Gastonia, NC | General Operating | $5,000 |
| Dallas-High Shoals Christian Social Dallas, NC | General Operating | $5,000 |
| Gaston Literacy Council Inc Gastonia, NC | General Operating | $5,000 |
Ready to take the next step with Pearl Dixon Balthis Fdn Tua?
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 | $1,621,255 | $100,206 | $106,877 | $96,000 | 10 | $101,569 | $95,204 | $97,891 |
| 2024 | $1,622,918 | $15,685 | $91,884 | $82,000 | 9 | $87,343 | $35,595 | $95,840 |
| 2023 | $1,688,744 | $12,669 | $99,698 | $87,000 | 10 | $92,102 | $39,539 | $82,111 |
| 2022 | $1,776,454 | $137,801 | $96,903 | $84,000 | 9 | $90,685 | $132,486 | $94,292 |
| 2021 | $1,735,124 | $78,059 | $90,007 | $71,000 | 7 | — | $71,603 | $91,075 |
Under IRS private-foundation payout rules, Pearl Dixon Balthis Fdn Tua reported a distributable amount of $98K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including charities, educational and theological institutions, health-related organizations, and community-service groups. For example, Dallas-High Shoals Christian Social describes its mission as assisting people in need with food, clothing, medical care, rent, and utilities. Gaston Literacy Council describes its mission as increasing literacy in Gaston County through assessments, instruction, materials, and tutor training.
Grantmaking
In 2025, the foundation gave 10 grants totaling $96,000. Grants ranged from $5,000 to $16,000, with a median grant of $10,000. All listed grants were for general operating support. Recipients included Heart Society of Gaston County ($16,000), Sewanee—The University of the South ($15,000), Virginia Theological Seminary ($10,000), Mended Hearts Inc. of Gastonia ($10,000), Boys & Girls Club of Greater Gaston ($10,000), Thompson Child and Family Focus ($10,000), The Gastonia Potter’s House ($10,000), Gaston Memorial Hospital Foundation ($5,000), Dallas-High Shoals Christian Social ($5,000), and Gaston Literacy Council ($5,000).
Leadership & Key People
Officers and directors from IRS filings
Pearl Dixon Balthis Fdn Tua's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$12K (2021) → $9K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to Truist Bank (Trustee).
Frequently asked questions about Pearl Dixon Balthis Fdn Tua
How much does Pearl Dixon Balthis Fdn Tua give each year?
Pearl Dixon Balthis Fdn Tua gave $96K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $82K across 9 grants.
What is Pearl Dixon Balthis Fdn Tua's typical grant size?
Pearl Dixon Balthis Fdn Tua's median grant in 2025 was $10,000, and its average grant was $9,600, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Pearl Dixon Balthis Fdn Tua that year got $5K on average.
Where does Pearl Dixon Balthis Fdn Tua give grants?
Pearl Dixon Balthis Fdn Tua gives mostly in North Carolina: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (10%). The most frequent recipient cities were Gastonia, NC (6 grants).
Does Pearl Dixon Balthis Fdn Tua give general operating support?
Yes: 100% of Pearl Dixon Balthis Fdn Tua's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Pearl Dixon Balthis Fdn Tua's largest grantees?
Pearl Dixon Balthis Fdn Tua's largest 2025 grantees include Heart Society of Gaston County Inc ($16,000), Sewanee- the University of the South Office of the Treasurer ($15,000) and Virginia Theological Seminary ($10,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Pearl Dixon Balthis Fdn Tua?
Pearl Dixon Balthis Fdn Tua reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $102K in qualifying distributions that year, against a required minimum of $98K (roughly 5% of its investment assets).
What does Pearl Dixon Balthis Fdn Tua fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including charities, educational and theological institutions, health-related organizations, and community-service groups. See mission & focus areas ↑
How do I apply for a grant from Pearl Dixon Balthis Fdn Tua?
The foundation states on its 2024 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Pearl Dixon Balthis Fdn Tua's EIN?
Pearl Dixon Balthis Fdn Tua's EIN (Employer Identification Number) is 56-6041570. IRS Form 990 filing data is available on this page for 2021–2025.
Does Pearl Dixon Balthis Fdn Tua accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 29, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 28, 2025)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Pearl Dixon Balthis Fdn Tua funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/pearl-dixon-balthis-fdn-tua-morg_f95b460637504a86bc4b65d08263711c
BibTeX
@misc{grantable_566041570_2026,
author = {{Grantable}},
title = {{Pearl Dixon Balthis Fdn Tua funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/pearl-dixon-balthis-fdn-tua-morg_f95b460637504a86bc4b65d08263711c},
note = {Accessed 2026-10-21. 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 Pearl Dixon Balthis Fdn Tua'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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