Funder DirectoryTTEE UW OF LLOYD G BALFOUR
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Private foundation (trust)EIN 222751372Est. 1986-11

TTEE UW OF LLOYD G BALFOUR

DALLAS, TX 752653067

Accepts unsolicited proposals

Total Assets

$142.4M

FY 2024

Annual Giving

$5.9M

FY 2024

Grants Made

1

FY 2024

Avg Grant

$5.9M

FY 2024

Grant Range

$5.9M–$5.9M

Typical

Deadlines

www.bankofamerica.com/philanthropic/se…

Applications

Financial Snapshot

2024 filing

Total Revenue

$9.1M

Total Expenses

$7.3M

Qualifying Distributions

$6.6M

Distributable Amount

$7.1M

Min. Investment Return

$7.2M

Undistributed Income

$6.3M

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $6.5M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

6 grants

Recipient names are missing from the available filing data for some grants.

Name not available
$34.1M
6 grants

Grant Size Distribution

6 grants

<$10K
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+
6
grants

Geographic Focus

1 states

Rhode Island
$34.1M
100% of total

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TTEE UW OF LLOYD G BALFOUR — Grants, Financials & Contact | Grantivo