Succ Tr U W Luella Kemper Trust
Succ Tr U W Luella Kemper Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $421K in total assets. In 2025, it awarded 2 grants totaling $20K. Net investment income was $43K.
Key facts about Succ Tr U W Luella Kemper Trust
In short: Succ Tr U W Luella Kemper Trust gave $20K across 2 grants in 2025 (avg $10K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 90-0439500
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,000
- Grants made (2025)
- 2
- Average grant
- $10,000
- Median grant
- $10,000
- Total assets
- $420,995
- Primary geography
- Texas (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
$421K
+4.7% YoY
Annual Giving
$20K
+100.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$10K
+0.0% YoY
Under IRS private-foundation payout rules, Succ Tr U W Luella Kemper Trust reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
How Succ Tr U W Luella Kemper Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 95% 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.
Open Grants
1 open opportunity from Succ Tr U W Luella Kemper Trust
Ready to take the next step with Succ Tr U W Luella Kemper Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $10K (2023) to $23K (2022). In 2025 it made 2 grants totaling $20K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Meals on Wheels Texoma ($15K). Together the top 2 received $20K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meals on Wheels Texoma Sherman, TX | Support Locally Funded | $15,000 |
| Boys & Girls Club of Sherman Sherman, TX | Power Hour Academic Support | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $420,995 | $402,061 | $377,928 |
| Revenue | $46,294 | $41,090 | $13,450 |
| Expenses | $27,476 | $16,503 | $15,697 |
| Qualifying Distributions | $23,181 | $12,964 | $12,692 |
| Net Investment Income | $42,729 | $37,341 | $9,251 |
| Distributable Amount | $24,522 | $22,546 | $20,442 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Succ Tr U W Luella Kemper Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$3K (2021) → $4K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — 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
The highest reported compensation on the 2025 filing was $4K, to Bank of America (Trustee).
Frequently asked questions about Succ Tr U W Luella Kemper Trust
How much does Succ Tr U W Luella Kemper Trust give each year?
Succ Tr U W Luella Kemper Trust gave $20K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.
How large is Succ Tr U W Luella Kemper Trust?
Succ Tr U W Luella Kemper Trust reported $421K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $25K (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 Succ Tr U W Luella Kemper Trust operate?
Succ Tr U W Luella Kemper Trust has awarded grants in Texas.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Succ Tr U W Luella Kemper Trust by hand.
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