Succ Tr UA Walter Brownley Trust
Succ Tr UA Walter Brownley Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 6 grants totaling $300K. Net investment income was $626K.
Key facts about Succ Tr UA Walter Brownley Trust
In short: Succ Tr UA Walter Brownley Trust gave $300K across 6 grants in 2025 (avg $50K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- EIN
- 52-6028605
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $300,000
- Grants made (2025)
- 6
- Average grant
- $50,000
- Median grant
- $45,000
- Total assets
- $6,178,150
- Primary geography
- District of Columbia (70% 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
$6.2M
+5.4% YoY
Annual Giving
$300K
-6.3% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$50K
-6.3% YoY
Under IRS private-foundation payout rules, Succ Tr UA Walter Brownley Trust reported a distributable amount of $348K for 2025 — the minimum it must pay out in qualifying distributions.
How Succ Tr UA Walter Brownley Trust gives
- In 2025 it paid out 87% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $300K (2023) to $407K (2019). In 2025 it made 6 grants totaling $300K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Childrens Hospital ($100K). Together the top 6 received $300K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 14 grants of 28 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Childrens Hospital Washington, DC | Unrestricted General | $100,000 |
| Lourie Center Rockville, MD | Unrestricted General | $60,000 |
| Generation Hope Washington, DC | Unrestricted General | $50,000 |
| Lift Inc Washington, DC | Unrestricted General | $40,000 |
| St Ann's Center for Children Youth Hyattsville, MD | Unrestricted General | $30,000 |
| Live It and Learn It Washington, DC | Unrestricted General | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,178,150 | $5,860,392 | $5,635,756 |
| Revenue | $640,577 | $573,919 | $156,337 |
| Expenses | $324,433 | $343,354 | $315,329 |
| Qualifying Distributions | $303,290 | $323,200 | $303,027 |
| Net Investment Income | $625,899 | $554,330 | $133,513 |
| Distributable Amount | $348,356 | $324,499 | $294,959 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 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 July 31, 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 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Succ Tr UA Walter Brownley 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
$4K (2021) → $7K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
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 $7K, to Bank of America (Trustee).
Frequently asked questions about Succ Tr UA Walter Brownley Trust
How much does Succ Tr UA Walter Brownley Trust give each year?
Succ Tr UA Walter Brownley Trust gave $300K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $320K across 6 grants.
What is Succ Tr UA Walter Brownley Trust's typical grant size?
Succ Tr UA Walter Brownley Trust's median grant in 2025 was $45,000, and its average grant was $50,000, across 6 grants on its 2025 IRS Form 990-PF.
Where does Succ Tr UA Walter Brownley Trust give grants?
Succ Tr UA Walter Brownley Trust gives mostly in District of Columbia: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (30%). The most frequent recipient cities were Washington, DC (4 grants).
Does Succ Tr UA Walter Brownley Trust give general operating support?
Yes: 100% of Succ Tr UA Walter Brownley Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Succ Tr UA Walter Brownley Trust's largest grantees?
Succ Tr UA Walter Brownley Trust's largest 2025 grantees include Childrens Hospital ($100,000), Lourie Center ($60,000) and Generation Hope ($50,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Succ Tr UA Walter Brownley Trust?
Succ Tr UA Walter Brownley Trust reported $6.2M in total assets on its 2025 IRS Form 990-PF. It paid out $303K in qualifying distributions that year, against a required minimum of $348K (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 Walter Brownley Trust's EIN?
Succ Tr UA Walter Brownley Trust's EIN (Employer Identification Number) is 52-6028605. 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.
Here's the math on researching Succ Tr UA Walter Brownley Trust by hand.
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