Ttee Uw of Lloyd G Balfour

DALLAS, TX EIN: 22-2751372

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Rhode Island $28.8M (100%)

States

Rhode Island

Cities

Providence

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Balfour Foundation Attleboro-Specific Charities Grants

TTEE UW OF LLOYD G BALFOUR

Amount

Varies

Deadline

Rolling / Open

Foundation

Balfour Foundation- Educational Organizations Grants

TTEE UW OF LLOYD G BALFOUR

Amount

Varies

Deadline

Rolling / Open

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.