Mary and Daniel Loughran Fdn

Private foundation · Grantmaker Dallas, TX EIN: 52-1095883

Mary and Daniel Loughran Fdn is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $12.4M in total assets. In 2025, it awarded 1 grant totaling $500K. Net investment income was $607K.

Key facts about Mary and Daniel Loughran Fdn

In short: Mary and Daniel Loughran Fdn gave $500K across 1 grant in 2025 (avg $500K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

EIN
52-1095883
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$500,000
Grants made (2025)
1
Average grant
$500,000
Median grant
$500,000
Total assets
$12,418,295
Primary geography
District of Columbia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$12.4M

+0.3% YoY

Annual Giving

$500K

-1.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$500K

-1.0% YoY

Under IRS private-foundation payout rules, Mary and Daniel Loughran Fdn reported a distributable amount of $684K for 2025 — the minimum it must pay out in qualifying distributions.

How Mary and Daniel Loughran Fdn gives

  • Giving held roughly steady from 2022 to 2025 (−18%). Method
  • In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2025 grant dollars on its one itemized grant.

Cities

WashingtonProvidenceCharlottesville

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2020 1 grant2021 2 grants2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $466K (2021) to $611K (2022). In 2025 it made 1 grant totaling $500K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

6 grants across all recorded years

<$50K$50–100K1$100–250K1$250–500K4$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 4 grants of 6 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Attached Statement Washington, DCSee Attached$500,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$12,418,295$12,381,519$12,759,335
Revenue$770,576$381,040$-187,930
Expenses$736,900$724,223$721,430
Qualifying Distributions$588,534$587,821$608,026
Net Investment Income$607,038$236,583$148,612
Distributable Amount$684,286$645,067$625,513

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 18, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 29, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 30, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Mary and Daniel Loughran Fdn is led by Susan Rubbo Norton, Executive Director on every filing since 2020; 2 of 9 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Susan Rubbo Norton

    Executive Director

    On filings since 2020

    15 hrs/week

    $43K (2020) → $85K (2025)

  • Anne D. W. Poulson

    President

    On filings since 2023

    1 hr/week

    No compensation reported

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $89K (2020) → $111K (2025)

  • John P. McDaniel

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • L. F. Payne Jr.

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Mahan Tavalkoli

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Russell C. Lindner

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • G. Patrick Clancy Jr.

    Treasurer

    Director → Treasurer, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • William Couper

    Advisory Board

    On filings since 2022

    1 hr/week

    No compensation reported

Former officers (6)
  • Former: A. Linwood Holton Jr. (2020–2021) — Director
  • Former: John T. Hazel (2020–2021) — Director
  • Former: Richard J. M. Poulson (2020–2021) — Director
  • Former: Stephen D. Harlan (2020–2021) — Director
  • Former: Walter R. Fatzinger Jr. (2020–2021) — Director
  • Former: F. William Burke (2020) — Former Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $111KBank of AmericaTrustee$111KSusan Rubbo Norton — Executive Director: $85KSusan Rubbo NortonExecutive Director$85K

The highest reported compensation on the 2025 filing was $111K, to Bank of America (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Mary and Daniel Loughran Fdn

How much does Mary and Daniel Loughran Fdn give each year?

Mary and Daniel Loughran Fdn gave $500K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $505K across 1 grant.

How large is Mary and Daniel Loughran Fdn?

Mary and Daniel Loughran Fdn reported $12.4M in total assets on its 2025 IRS Form 990-PF. It paid out $589K in qualifying distributions that year, against a required minimum of $684K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Mary and Daniel Loughran Fdn operate?

Mary and Daniel Loughran Fdn has awarded grants in District of Columbia, Rhode Island, Virginia.

What is Mary and Daniel Loughran Fdn's EIN?

Mary and Daniel Loughran Fdn's EIN (Employer Identification Number) is 52-1095883. IRS Form 990 filing data is available on this page for 2020–2025.

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

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