Ttee Uw Of Lloyd G Balfour

Ttee Uw Of Lloyd G Balfour is a US private foundation administered by its trustee, Bank of America, in Dallas, TX.

Profile derived from the foundation's IRS Form 990-PF filings (TY2025, TY2024, TY2023) and web pages about the foundation (bankofamerica.com), with every statement checked against those sources. Sources read on 13 October 2026.

Priority Areas

The Lloyd G. Balfour Trust supports educational scholarships for Balfour Company employees and their children and grandchildren. It also supports organisations serving the people of Attleboro, with special consideration for organisations providing educational, human services and health-care programmes for underserved populations. Its New England education work supports college readiness, access and success, particularly helping underserved and under-represented students attain post-secondary credentials. Eligible applicants include 501(c)(3) public charities, local-government bodies, federally recognised Tribal governments and religious organisations. Organisations based outside Attleboro may apply if awards are restricted to benefiting Attleboro residents. For Attleboro-serving organisations, general operating support is encouraged and multi-year grant requests are allowed.

Themes

• Educational scholarships
• College readiness
• Human services
• Health care

Geographic Focus

Attleboro; New England. (as reported in other published sources)

What They Don't Fund

• A Type III non-functionally integrated supporting organization (as reported in other published sources)
• General operating support grants for public schools, including public charter schools (as reported in other published sources)

Organisations submit the required application information online through Bank of America's philanthropic grant application system.

Deadlines:

• Attleboro-specific applications have a 1 March deadline.
• Post-secondary education applications have deadlines of 1 June and 1 November.

What the foundation says:

• Clear quantitative programme outcomes or other compelling outcome data strengthen applications. (as reported in other published sources)
• For a new programme, the application should show the evidence-based information or models on which it is based. (as reported in other published sources)
• The Foundation looks for a clear sustainability plan. (as reported in other published sources)
• The Foundation values rigorous evaluation plans. (as reported in other published sources)
• The application should clearly describe how programme participants are identified, recruited and supported. (as reported in other published sources)
• Education requests are preferred when Foundation funding would be catalytic at inflection points of replication, growth or deepening. (as reported in other published sources)
• Organisations mentioned in Mr Balfour’s will receive special consideration. (as reported in other published sources)
• Organisations so listed are strongly encouraged to contact Foundation staff before submitting a proposal. (as reported in other published sources)
• For Attleboro requests, general operating support is encouraged. (as reported in other published sources)
• Projects for which the Foundation would be the sole funder are not considered competitive. (as reported in other published sources)
• The Foundation does not wish to fund more than 25% of a project budget or more than 5% of an organisation's overall budget. (as reported in other published sources)