Pearl Dixon Balthis Fdn Tua

ORLANDO, FL EIN: 56-6041570

Pearl Dixon Balthis Fdn Tua is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 10 grants totaling $96K. Net investment income was $95K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.6M

-0.1% YoY

Annual Giving

$96K

+17.1% YoY

Grant Count

+11.1% YoY

Avg Grant Size

$10K

+5.4% YoY

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.

About Pearl Dixon Balthis Fdn Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $400K (95%)

Virginia $20K (5%)

States

North Carolina Virginia

Cities

AlexandriaBelmontDallasGastoniaMatthewsMorrisvilleSewaneeWilson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,621,255	$1,622,918	$1,688,744
Revenue	$100,206	$15,685	$12,669
Expenses	$106,877	$91,884	$99,698
Qualifying Distributions	$101,569	$87,343	$92,102
Net Investment Income	$95,204	$35,595	$39,539
Distributable Amount	$97,891	$95,840	$82,111

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

45 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Heart Society of Gaston County Inc ($16,000), Sewanee- the University of the South ($15,000), Virginia Theological Seminary ($10,000).

Recipient	Purpose	Amount
VIRGINIA THEOLOGICAL SEMINARY ALEXANDRIA, VA	GENERAL OPERATING	$10,000
MENDED HEARTSINC OF GASTONIA 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
HEART SOCIETY OF GASTON COUNTY INC GASTONIA, NC	GENERAL OPERATING	$16,000
GASTON MEMORIAL HOSPITAL FND GASTONIA, NC	GENERAL OPERATING	$5,000
THE GASTONIA POTTER'S HOUSE GASTONIA, NC	GENERAL OPERATING	$10,000
DALLAS-HIGH SHOALS CHRISTIAN SOCIAL DALLAS, NC	GENERAL OPERATING	$5,000
GASTON LITERACY COUNCIL INC GASTONIA, NC	GENERAL OPERATING	$5,000
SEWANEE- THE UNIVERSITY OF THE SOUTH SEWANEE, NC	GENERAL OPERATING	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Pearl Dixon Balthis Fdn Tua?

As of 2025, Pearl Dixon Balthis Fdn Tua holds $1.6M in total assets with $100K in annual revenue. It awarded 10 grants totaling $96K in 2025.

Where does Pearl Dixon Balthis Fdn Tua operate?

Pearl Dixon Balthis Fdn Tua has awarded grants in North Carolina, Virginia.

What size grants does Pearl Dixon Balthis Fdn Tua award?

In 2025, Pearl Dixon Balthis Fdn Tua awarded 10 grants totaling $96K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Pearl Dixon Balthis Fdn Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Pearl Dixon Balthis Fdn Tua reported a distributable amount of $98K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.