Succ Tr Uw Bernhard Memorial Fd
Succ Tr Uw Bernhard Memorial Fd is a private foundation focused on Community and economic development, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $403K in total assets. In 2024, it awarded 1 grants totaling $21K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$403K
+2.9% YoY
Annual Giving
$21K
+47.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$21K
+47.6% YoY
Under IRS private-foundation payout rules, Succ Tr Uw Bernhard Memorial Fd reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
About Succ Tr Uw Bernhard Memorial Fd
Based on IRS filings
Succ Tr Uw Bernhard Memorial Fd is a private foundation focused on Community and economic development, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $403K in total assets. In 2024, it awarded 1 grants totaling $21K. Net investment income was $36K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $403,243 | $392,000 | $401,644 |
| Revenue | $41,981 | $13,011 | $-9,126 |
| Expenses | $30,308 | $22,516 | $31,055 |
| Qualifying Distributions | $24,387 | $17,311 | $23,798 |
| Net Investment Income | $35,781 | $6,495 | $3,030 |
| Distributable Amount | $22,956 | $20,970 | $21,546 |
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 A W H of Georgetown Inc ($20,955).
| Recipient | Purpose | Amount |
|---|---|---|
| A W H OF GEORGETOWN INC WASHINGTON, DC | UNRESTRICTED GENERAL | $20,955 |
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 | $7,329 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Succ Tr Uw Bernhard Memorial Fd?
Succ Tr Uw Bernhard Memorial Fd is a private foundation focused on Community and economic development, based in DALLAS, TX. It holds $403K in total assets as of 2024.
How large is Succ Tr Uw Bernhard Memorial Fd?
As of 2024, Succ Tr Uw Bernhard Memorial Fd holds $403K in total assets with $42K in annual revenue. It awarded 1 grants totaling $21K in 2024.
Where does Succ Tr Uw Bernhard Memorial Fd operate?
Succ Tr Uw Bernhard Memorial Fd has awarded grants in District of Columbia.
What size grants does Succ Tr Uw Bernhard Memorial Fd award?
In 2024, Succ Tr Uw Bernhard Memorial Fd awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Succ Tr Uw Bernhard Memorial Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Succ Tr Uw Bernhard Memorial Fd reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Succ Tr Uw Bernhard Memorial Fd's EIN?
Succ Tr Uw Bernhard Memorial Fd's EIN (Employer Identification Number) is 52-6029947. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Succ Tr Uw Bernhard Memorial Fd's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.