Pearl Dixon Balthis Fdn Tua
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
10
+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
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.
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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 | 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.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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