Ttee Uw of Lloyd G Balfour

DALLAS, TX EIN: 22-2751372

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$116.3M

+1.6% YoY

Annual Giving

$5.9M

+4.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$5.9M

+4.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$7M$11M$14M202020212022202320242025
Metric202520242023
Total Assets$116,260,773$114,411,390$113,259,379
Revenue$9,114,373$7,859,925$7,029,251
Expenses$7,263,055$6,702,107$7,532,586
Qualifying Distributions$6,648,552$6,175,575$6,999,842
Net Investment Income$8,617,511$7,442,090$6,549,768
Distributable Amount$7,062,669$6,428,854$6,194,874

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

SEE ATTACHED STATEMENT$5.9M

Grant Size Distribution

6 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M6$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Ttee Uw of Lloyd G Balfour fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$509K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$509,042

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Providence

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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