Ttee Uw of Lloyd G Balfour
Ttee Uw of Lloyd G Balfour is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $116.3M in total assets. In 2025, it awarded 1 grants totaling $5.9M. Net investment income was $8.6M.
Financial Overview
From 2025 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Ttee Uw of Lloyd G Balfour reported a distributable amount of $7.1M for 2025 — the minimum it must pay out in qualifying distributions.
About Ttee Uw of Lloyd G Balfour
Based on IRS filings
Ttee Uw of Lloyd G Balfour is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $116.3M in total assets. In 2025, it awarded 1 grants totaling $5.9M. Net investment income was $8.6M.
Ready to take the next step with Ttee Uw of Lloyd G Balfour?
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 | $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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Open Grants
2 open opportunities from Ttee Uw of Lloyd G Balfour
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include See Attached Statement ($5,923,153).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT PROVIDENCE, RI | UNRESTRICTED GENERAL | $5,923,153 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $509,042 |
Frequently Asked Questions
How large is Ttee Uw of Lloyd G Balfour?
As of 2025, Ttee Uw of Lloyd G Balfour holds $116.3M in total assets with $9.1M in annual revenue. It awarded 1 grants totaling $5.9M in 2025.
Where does Ttee Uw of Lloyd G Balfour operate?
Ttee Uw of Lloyd G Balfour has awarded grants in Rhode Island.
What size grants does Ttee Uw of Lloyd G Balfour award?
In 2025, Ttee Uw of Lloyd G Balfour awarded 1 grants totaling $5.9M — an average of about $5.9M per grant, based on its IRS Form 990 filings.
How much is Ttee Uw of Lloyd G Balfour required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Ttee Uw of Lloyd G Balfour reported a distributable amount of $7.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ttee Uw of Lloyd G Balfour's EIN?
Ttee Uw of Lloyd G Balfour's EIN (Employer Identification Number) is 22-2751372. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Ttee Uw of Lloyd G Balfour's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.