Pearl Dixon Balthis Fdn Tua

Private foundation · Grantmaker Orlando, FL EIN: 56-6041570

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. Its 2026 filing, the latest on this page, reports 7 grants totaling $90,000.

Pearl Dixon Balthis Fdn Tua at a glance

In short: Pearl Dixon Balthis Fdn Tua gave $90K across 7 grants in 2026 (avg $13K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$90,000
-6.3% vs 2025
Grants made (2026)
7
-30.0% vs 2025
Average grant
$12,857
+33.9% vs 2025
Median grant
$10,000
Total assets
$1,638,071
+1.0% vs 2025
Primary geography
North Carolina (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated November 2026.

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 7 recipients in 2026

Crisis Assistance Ministry of Christians and Jews of Greater Gastonia Inc: $25KCrisis Assistance Ministry ofChristians and Jews of…$25KHeart Society of Gaston County Inc: $15KHeart Society of Gaston CountyInc$15KMended Heartsinc of Gastonia CHPTR 379: $10KMended Heartsinc of GastoniaCHPTR 379$10KBoys & Girls Club of Greater Gaston: $10KBoys & Girls Club of GreaterGaston$10KThompson Child and Family Focus: $10KThompson Child and FamilyFocus$10KGaston Memorial Hospital Fnd DBA Caromont Health Fnd: $10KGaston Memorial Hospital FndDBA Caromont Health Fnd$10KGaston Literacy Council Inc: $10KGaston Literacy Council Inc$10K

The largest 2026 recipient was Crisis Assistance Ministry of Christians and Jews of Greater Gastonia Inc ($25K). Together the top 7 received $90K.

Grant Size Distribution

45 grants across all recorded years

45<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

2states

Share of 2026 grant dollars across all 7 itemized grants.

Cities

GastoniaMatthewsSewaneeAlexandriaMorrisvilleBelmontDallasWilson

How Pearl Dixon Balthis Fdn Tua gives

  • Giving held roughly steady from 2023 to 2026 (+3%). Method
  • In 2026 it paid out 96% 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

$0$25K$50K$75K$100K7 grants2021 9 grants2022 10 grants2023 9 grants2024 10 grants2025 7 grants2026

From 2021 to 2026, annual grant giving ranged from $71K (2021) to $96K (2025). In 2026 it made 7 grants totaling $90K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Crisis Assistance Ministry of Christians and Jews of Greater Gastonia Inc Gastonia, NCGeneral Support$25,000
Heart Society of Gaston County Inc Gastonia, NCGeneral Support$15,000
Mended Heartsinc of Gastonia CHPTR 379 Gastonia, NCGeneral Support$10,000
Boys & Girls Club of Greater Gaston Gastonia, NCGeneral Support$10,000
Thompson Child and Family Focus Matthews, NCGeneral Support$10,000
Gaston Memorial Hospital Fnd DBA Caromont Health Fnd Gastonia, NCGeneral Support$10,000
Gaston Literacy Council Inc Gastonia, NCGeneral Support$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$1,638,071$119,902$103,148$90,0007$95,855$114,626$99,452
2025$1,621,255$100,206$106,877$96,00010$101,569$95,204$97,891
2024$1,622,918$15,685$91,884$82,0009$87,343$35,595$95,840
2023$1,688,744$12,669$99,698$87,00010$92,102$39,539$82,111
2022$1,776,454$137,801$96,903$84,0009$90,685$132,486$94,292
2021$1,735,124$78,059$90,007$71,0007—$71,603$91,075

Under IRS private-foundation payout rules, Pearl Dixon Balthis Fdn Tua reported a distributable amount of $99K for 2026 — 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). Its 2026 filing, the latest on this page, reports 7 grants totaling $90,000.

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 2026 filing

  • Truist Bank

    Trustee

    On filings since 2021

    1 hr/week

    $12K (2021) → $10K (2026)

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Truist Bank — Trustee: $10KTruist BankTrustee$10K

The highest reported compensation on the 2026 filing was $10K, 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 $90K across 7 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $96K across 10 grants.

What is Pearl Dixon Balthis Fdn Tua's typical grant size?

Pearl Dixon Balthis Fdn Tua's median grant in 2026 was $10,000, and its average grant was $12,857, across 7 grants on its 2026 IRS Form 990-PF.

Where does Pearl Dixon Balthis Fdn Tua give grants?

Pearl Dixon Balthis Fdn Tua gives mostly in North Carolina: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. 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 2026 grants with a stated purpose (7 of 7) were for general or operating support, per its 2026 IRS Form 990-PF.

Who are Pearl Dixon Balthis Fdn Tua's largest grantees?

Pearl Dixon Balthis Fdn Tua's largest 2026 grantees include Crisis Assistance Ministry of Christians and Jews of Greater Gastonia Inc ($25,000), Heart Society of Gaston County Inc ($15,000) and Mended Heartsinc of Gastonia CHPTR 379 ($10,000), according to its 2026 IRS Form 990-PF. Together they received 56% of its itemized 2026 grant dollars.

How large is Pearl Dixon Balthis Fdn Tua?

Pearl Dixon Balthis Fdn Tua reported $1.6M in total assets on its 2026 IRS Form 990-PF. It paid out $96K in qualifying distributions that year, against a required minimum of $99K (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.

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 2021–2026.

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 November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 31, 2026)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 4, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 29, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS August 28, 2025)
  7. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

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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