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. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $334K in total assets. In 2025, it awarded 1 grant totaling $12K. Net investment income was $34K.
Succ Tr UA F & M Delano Char NM at a glance
In short: Succ Tr UA F & M Delano Char NM gave $12K across 1 grant in 2025 (avg $12K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,588
- -31.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $11,588
- -31.3% vs 2024
- Median grant
- $11,588
- Total assets
- $333,874
- +6.9% vs 2024
- Primary geography
- Maryland (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 Succ Tr UA F & M Delano Char NM funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Medstar Health Visiting Nurse Assn Inc ($12K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Succ Tr UA F & M Delano Char NM gives
- Giving fell 34% from 2022 to 2025. Method
- In 2025 it paid out 64% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $12K (2025) to $18K (2022). In 2025 it made 1 grant totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Medstar Health Visiting Nurse Assn Inc Columbia, MD | Unrestricted General | $11,588 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $333,874 | $35,166 | $13,710 | $11,588 | 1 | $12,003 | $34,009 | $18,848 |
| 2024 | $312,327 | $31,172 | $18,593 | $16,860 | 1 | $17,271 | $29,748 | $17,568 |
| 2023 | $300,072 | $10,438 | $15,376 | $13,954 | 1 | $14,359 | $7,566 | $15,968 |
| 2022 | $305,126 | $-7,633 | $20,922 | $17,653 | 1 | $18,041 | $5,238 | $16,220 |
| 2021 | $333,653 | $69,301 | $18,752 | $16,250 | 1 | $16,617 | $67,942 | $18,020 |
| 2020 | $282,756 | $23,982 | $17,421 | $16,226 | 1 | — | $22,991 | $15,257 |
| 2019 | $276,217 | $17,959 | $18,774 | $17,231 | 1 | — | $17,927 | $15,010 |
Under IRS private-foundation payout rules, Succ Tr UA F & M Delano Char NM reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Succ Tr UA F & M Delano Char NM's only listed officer is Bank OR America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank OR America
Trustee
On filings since 2019
1 hr/week
$160 (2019) → $238 (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $238, to Bank or America (Trustee).
Frequently asked questions about Succ Tr UA F & M Delano Char NM
How much does Succ Tr UA F & M Delano Char NM give each year?
Succ Tr UA F & M Delano Char NM gave $12K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 1 grant.
How large is Succ Tr UA F & M Delano Char NM?
Succ Tr UA F & M Delano Char NM reported $334K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $19K (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.
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 $334K in total assets as of 2025.
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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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