Succ Tr Ua F & M Delano Char Nm is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $312K in total assets. In 2024, it awarded 1 grants totaling $17K. Net investment income was $30K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$312K
+4.1% YoY
Annual Giving
$17K
+20.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$17K
+20.8% YoY
Under IRS private-foundation payout rules, Succ Tr Ua F & M Delano Char Nm reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.
About Succ Tr Ua F & M Delano Char Nm
Based on IRS filings
Succ Tr Ua F & M Delano Char Nm is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $312K in total assets. In 2024, it awarded 1 grants totaling $17K. Net investment income was $30K.
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 | $312,327 | $300,072 | $305,126 |
| Revenue | $31,172 | $10,438 | $-7,633 |
| Expenses | $18,593 | $15,376 | $20,922 |
| Qualifying Distributions | $17,271 | $14,359 | $18,041 |
| Net Investment Income | $29,748 | $7,566 | $5,238 |
| Distributable Amount | $17,568 | $15,968 | $16,220 |
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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Medstar Health Visiting Nurse Assn Inc ($16,860).
| Recipient | Purpose | Amount |
|---|---|---|
| MEDSTAR HEALTH VISITING NURSE ASSN INC COLUMBIA, MD | UNRESTRICTED GENERAL | $16,860 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OR AMERICA | TRUSTEE | 1 | $228 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Succ Tr Ua F & M Delano Char Nm?
Succ Tr Ua F & M Delano Char Nm is a private foundation focused on Philanthropy, based in DALLAS, TX. It holds $312K in total assets as of 2024.
How large is Succ Tr Ua F & M Delano Char Nm?
As of 2024, Succ Tr Ua F & M Delano Char Nm holds $312K in total assets with $31K in annual revenue. It awarded 1 grants totaling $17K in 2024.
Where does Succ Tr Ua F & M Delano Char Nm operate?
Succ Tr Ua F & M Delano Char Nm has awarded grants in Maryland.
What size grants does Succ Tr Ua F & M Delano Char Nm award?
In 2024, Succ Tr Ua F & M Delano Char Nm awarded 1 grants totaling $17K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Succ Tr Ua F & M Delano Char Nm required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Succ Tr Ua F & M Delano Char Nm reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Succ Tr Ua F & M Delano Char Nm's EIN?
Succ Tr Ua F & M Delano Char Nm's EIN (Employer Identification Number) is 52-6028719. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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