TTEE UW of Lloyd G. Balfour
EIN 222751372 Private FoundationTotal Given 2019–2025
$34.1M
6 grants · $4.9M avg/year
based on 7 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$5.6M
typical big bets · $5.3M–$5.9M
grant size
100%
deep partner · 1/1 multi-year
repeat
$142.4M
Assets (2025)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
www bankofamerica comphilanthropic
Phone
(888) 866-3275
Deadlines
www.bankofamerica.com/philanthropic/foundation.go
How to Apply
www.bankofamerica.com/philanthropic/foundation.go
Restrictions
www.bankofamerica.com/philanthropic/foundation.go
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $5.3M | $116.6M | $5.5M | 1 |
| 2021 | $5.3M | $140.8M | $9.5M | 1 |
| 2022 | $5.5M | $141.4M | $13.1M | 1 |
| 2023 | $6.5M | $127.4M | $7.0M | 1 |
| 2024 | $5.7M | $141.5M | $7.9M | 1 |
| 2025 | $5.9M | $142.4M | $9.1M | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$5.3M
25th Pctl
$5.3M
Median
$5.6M
Average
$5.7M
75th Pctl
$5.9M
Maximum
$6.5M
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
2 yrs
Trustee
BA
Bank of America N a
2 yrs
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Statement | Providence, RI | $6,485,685 | UNRESTRICTED GENERAL | 2023 |
| See Attached Statement | Providence, RI | $5,923,153 | UNRESTRICTED GENERAL | 2025 |
| See Attached Statement | Providence, RI | $5,660,803 | UNRESTRICTED GENERAL | 2024 |
| See Attached Statement | Providence, RI | $5,457,240 | UNRESTRICTED GENERAL | 2022 |
| See Attached Statement | Providence, RI | $5,312,500 | UNRESTRICTED GENERAL | 2019 |
| See Attached Statement | Providence, RI | $5,295,000 | UNRESTRICTED GENERAL | 2021 |
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