Succ Tr UA Walter Brownley Trust

Private foundation · Grantmaker Dallas, TX EIN: 52-6028605

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.

Succ Tr UA Walter Brownley Trust at a glance

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.

Annual giving (2025)
$300,000
-6.3% vs 2024
Grants made (2025)
6
+0.0% vs 2024
Average grant
$50,000
-6.3% vs 2024
Median grant
$45,000
Total assets
$6,178,150
+5.4% vs 2024
Primary geography
District of Columbia (70% 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 Walter Brownley Trust funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Childrens Hospital: $100KChildrens Hospital$100KLourie Center: $60KLourie Center$60KGeneration Hope: $50KGeneration Hope$50KLift Inc: $40KLift Inc$40KSt Ann's Center for Children Youth: $30KSt Ann's Center for ChildrenYouth$30KLive It and Learn It: $20KLive It and Learn It$20K

The largest 2025 recipient was Childrens Hospital ($100K). Together the top 6 received $300K.

Grant Size Distribution

28 grants across all recorded years

14<$50K12$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 28 (50%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

WashingtonHyattsvilleRockvilleWasingtonFalls ChurchColumbiaNew YorkWwashington

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K13 grants2019 11 grants2020 9 grants2021 0 grants2022 7 grants2023 6 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $300K (2023) to $407K (2019). In 2025 it made 6 grants totaling $300K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Childrens Hospital Washington, DCUnrestricted General$100,000
Lourie Center Rockville, MDUnrestricted General$60,000
Generation Hope Washington, DCUnrestricted General$50,000
Lift Inc Washington, DCUnrestricted General$40,000
St Ann's Center for Children Youth Hyattsville, MDUnrestricted General$30,000
Live It and Learn It Washington, DCUnrestricted General$20,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$6,178,150$640,577$324,433$300,0006$303,290$625,899$348,356
2024$5,860,392$573,919$343,354$320,0006$323,200$554,330$324,499
2023$5,635,756$156,337$315,329$300,0007$303,027$133,513$294,959
2022$5,796,805$-117,693$40,798——$2,460$99,991$293,436
2021$5,954,780$1,194,566$396,458$375,0009$376,916$1,177,269$326,202
2020$5,123,223$405,004$358,476$345,00011—$395,523$276,287
2019$5,045,437$312,632$435,380$407,00013—$318,020$289,351

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.

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

Bank of America — Trustee: $7KBank of AmericaTrustee$7K

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.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 31, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Succ Tr UA Walter Brownley Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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