Succ Tr UA P Milmore Mem FD Tr
Succ Tr UA P Milmore Mem FD Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10.5M in total assets. In 2025, it awarded 1 grant totaling $555K. Net investment income was $1.0M.
Succ Tr UA P Milmore Mem FD Tr at a glance
In short: Succ Tr UA P Milmore Mem FD Tr gave $555K across 1 grant in 2025 (avg $555K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $554,994
- +24.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $554,994
- +24.5% vs 2024
- Median grant
- $554,994
- Total assets
- $10,489,462
- +4.4% 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 P Milmore Mem FD Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was National Gallery of Art ($555K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 3 grants of 5 (60%).
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 P Milmore Mem FD Tr gives
- Giving fell 24% from 2022 to 2025. Method
- In 2025 it paid out 99% 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 2020 to 2025, annual grant giving ranged from $393K (2023) to $730K (2022). In 2025 it made 1 grant totaling $555K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Gallery of Art Landover, MD | Unrestricted General Funds | $554,994 |
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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 | $10,489,462 | $1,118,216 | $683,245 | $554,994 | 1 | $595,099 | $1,041,112 | $600,001 |
| 2024 | $10,051,522 | $1,010,945 | $565,440 | $445,905 | 1 | $483,514 | $928,706 | $561,835 |
| 2023 | $9,616,441 | $293,227 | $490,177 | $393,339 | 1 | $426,626 | $199,784 | $508,942 |
| 2022 | $9,817,355 | $-266,289 | $866,598 | $730,067 | 1 | $763,449 | $137,769 | $527,478 |
| 2021 | $10,950,144 | $2,272,933 | $744,117 | $616,471 | 1 | $652,547 | $2,192,433 | $593,450 |
| 2020 | $9,409,808 | $768,947 | $644,794 | $549,056 | 1 | — | $709,743 | $505,754 |
Under IRS private-foundation payout rules, Succ Tr UA P Milmore Mem FD Tr reported a distributable amount of $600K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Succ Tr UA P Milmore Mem FD Tr'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
$89K (2021) → $99K (2025)
Former officers (1)
- Former: Bank Of America NA (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 $99K, to Bank of America (Trustee).
Frequently asked questions about Succ Tr UA P Milmore Mem FD Tr
How much does Succ Tr UA P Milmore Mem FD Tr give each year?
Succ Tr UA P Milmore Mem FD Tr gave $555K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $446K across 1 grant.
How large is Succ Tr UA P Milmore Mem FD Tr?
Succ Tr UA P Milmore Mem FD Tr reported $10.5M in total assets on its 2025 IRS Form 990-PF. It paid out $595K in qualifying distributions that year, against a required minimum of $600K (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 UA P Milmore Mem FD Tr operate?
Succ Tr UA P Milmore Mem FD Tr has awarded grants in Maryland.
What is Succ Tr UA P Milmore Mem FD Tr's EIN?
Succ Tr UA P Milmore Mem FD Tr's EIN (Employer Identification Number) is 52-6029052. 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
- 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 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 April 10, 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
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