Suc Tr UA Barrett FBO St Anns

Private foundation · Grantmaker Dallas, TX EIN: 57-6018020

Suc Tr UA Barrett FBO St Anns is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $96K. Net investment income was $19K.

Suc Tr UA Barrett FBO St Anns at a glance

In short: Suc Tr UA Barrett FBO St Anns gave $96K across 1 grant in 2025 (avg $96K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$95,731
+2635.2% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$95,731
+2635.2% vs 2024
Median grant
$95,731
Primary geography
South Carolina (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Suc Tr UA Barrett FBO St Anns funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Catholic Bishop of Charleston: $96KCatholic Bishop of Charleston$96K

The largest 2025 recipient was Catholic Bishop of Charleston ($96K).

Grant Size Distribution

5 grants across all recorded years

4<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

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

Cities

Sumter

How Suc Tr UA Barrett FBO St Anns gives

  • Giving grew 2005% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $3K (2020) to $96K (2025). In 2025 it made 1 grant totaling $96K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Catholic Bishop of Charleston Sumter, SCUnrestricted General$95,731
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025—$20,226$98,760$95,7311$96,727$18,699$1,015
2024$91,054$3,699$6,290$3,5001$4,546$1,648$5,116
2023$92,370$-1,502$11,903$6,9231$8,644—$4,988
2022$105,876$24,247$9,400$4,5471$6,380$21,203$6,049
2021$102,471$7,571$7,969$3,2151—$4,678$5,527
2020$89,553$6,381$7,589$2,9651—$3,842$4,996

Under IRS private-foundation payout rules, Suc Tr UA Barrett FBO St Anns reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Suc Tr UA Barrett FBO St Anns's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $4K (2022) → $891 (2025)

Former officers (1)
  • Former: Bank Of America N A (2020–2021) — Trustee

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: $891Bank of AmericaTrustee$891

The highest reported compensation on the 2025 filing was $891, to Bank of America (Trustee).

Frequently asked questions about Suc Tr UA Barrett FBO St Anns

How much does Suc Tr UA Barrett FBO St Anns give each year?

Suc Tr UA Barrett FBO St Anns gave $96K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.

Where does Suc Tr UA Barrett FBO St Anns operate?

Suc Tr UA Barrett FBO St Anns has awarded grants in South Carolina.

How much is Suc Tr UA Barrett FBO St Anns required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Suc Tr UA Barrett FBO St Anns reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Suc Tr UA Barrett FBO St Anns's EIN?

Suc Tr UA Barrett FBO St Anns's EIN (Employer Identification Number) is 57-6018020. 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.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 12, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 24, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 30, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 31, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 20, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Suc Tr UA Barrett FBO St Anns's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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