Balance for Freedom Inc

FORT LAUDERDALE, FL EIN: 81-0899116

Balance for Freedom Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.7M in total assets. In 2024, it awarded 2 grants totaling $200K. Net investment income was $80K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.7M

+106.0% YoY

Annual Giving

$200K

Grant Count

2

Avg Grant Size

$100K

About Balance for Freedom Inc

Based on IRS filings

Balance for Freedom Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.7M in total assets. In 2024, it awarded 2 grants totaling $200K. Net investment income was $80K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

WashingtonWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$56K$111K$167K$222K20202021202220232024
Metric202420232022
Total Assets$13,664,561$6,633,231$5,785,693
Revenue$80,554$46,100$33,698
Expenses$202,093$1,727$2,363
Qualifying Distributions$200,883$1,226$954
Net Investment Income$79,866$42,722$32,968
Distributable Amount$494,447$322,512$261,181

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K0 grants20200 grants20210 grants20220 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

NORTON MUSEUM OF ART$100KSOVEREIGN MILITARY HOSPI…$100K

Grant Size Distribution

2 grants across all recorded years

<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THOMAS PETERFFYCHAIRMAN & CEO
EARL NEMSERDIRECTOR
CHRISTOPHER UZPENDIRECTOR & SECRETARY

Subject Areas

Focus areas based on grantmaking activity

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

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