Succ Tr Ua P Milmore Mem Fd Tr

DALLAS, TX EIN: 52-6029052

Succ Tr Ua P Milmore Mem Fd Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.1M in total assets. In 2024, it awarded 1 grants totaling $446K. Net investment income was $929K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10.1M

+4.5% YoY

Annual Giving

$446K

+13.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$446K

+13.4% YoY

Under IRS private-foundation payout rules, Succ Tr Ua P Milmore Mem Fd Tr reported a distributable amount of $562K for 2024 — the minimum it must pay out in qualifying distributions.

About Succ Tr Ua P Milmore Mem Fd Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $2.7M (100%)

States

Maryland

Cities

Landover

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$10,051,522	$9,616,441	$9,817,355
Revenue	$1,010,945	$293,227	$-266,289
Expenses	$565,440	$490,177	$866,598
Qualifying Distributions	$483,514	$426,626	$763,449
Net Investment Income	$928,706	$199,784	$137,769
Distributable Amount	$561,835	$508,942	$527,478

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 National Gallery of Art ($445,905).

Recipient	Purpose	Amount
NATIONAL GALLERY OF ART LANDOVER, MD	UNRESTRICTED GENERAL FUNDS	$445,905

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	$92,773

Frequently Asked Questions

How large is Succ Tr Ua P Milmore Mem Fd Tr?

As of 2024, Succ Tr Ua P Milmore Mem Fd Tr holds $10.1M in total assets with $1.0M in annual revenue. It awarded 1 grants totaling $446K in 2024.

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 size grants does Succ Tr Ua P Milmore Mem Fd Tr award?

In 2024, Succ Tr Ua P Milmore Mem Fd Tr awarded 1 grants totaling $446K — an average of about $446K per grant, based on its IRS Form 990 filings.

How much is Succ Tr Ua P Milmore Mem Fd Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Succ Tr Ua P Milmore Mem Fd Tr reported a distributable amount of $562K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.