Succ Tr U W Luella Kemper Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $402K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $37K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$402K
+6.4% YoY
Annual Giving
$10K
+0.0% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$10K
+100.0% YoY
Under IRS private-foundation payout rules, Succ Tr U W Luella Kemper Trust reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
About Succ Tr U W Luella Kemper Trust
Based on IRS filings
Succ Tr U W Luella Kemper Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $402K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $37K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $402,061 | $377,928 | $380,318 |
| Revenue | $41,090 | $13,450 | $-10,003 |
| Expenses | $16,503 | $15,697 | $31,112 |
| Qualifying Distributions | $12,964 | $12,692 | $25,891 |
| Net Investment Income | $37,341 | $9,251 | $4,596 |
| Distributable Amount | $22,546 | $20,442 | $20,666 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Open Grants
1 open opportunity from Succ Tr U W Luella Kemper Trust
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Special Olympics Texas Inc ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SPECIAL OLYMPICS TEXAS INC RICHLAND HILLS, TX | GRAYSON COUNTY PROGRAMMING | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $3,254 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Succ Tr U W Luella Kemper Trust?
Succ Tr U W Luella Kemper Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $402K in total assets as of 2024.
How large is Succ Tr U W Luella Kemper Trust?
As of 2024, Succ Tr U W Luella Kemper Trust holds $402K in total assets with $41K in annual revenue. It awarded 1 grants totaling $10K in 2024.
Where does Succ Tr U W Luella Kemper Trust operate?
Succ Tr U W Luella Kemper Trust has awarded grants in Texas.
What size grants does Succ Tr U W Luella Kemper Trust award?
In 2024, Succ Tr U W Luella Kemper Trust awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Succ Tr U W Luella Kemper Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Succ Tr U W Luella Kemper Trust reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Succ Tr U W Luella Kemper Trust's EIN?
Succ Tr U W Luella Kemper Trust's EIN (Employer Identification Number) is 90-0439500. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Succ Tr U W Luella Kemper Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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