Succ Tr Uw Bernhard Memorial Fd
Succ Tr Uw Bernhard Memorial Fd is a private foundation, 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
About Succ Tr Uw Bernhard Memorial Fd
Based on IRS filings
Succ Tr Uw Bernhard Memorial Fd is a private foundation, 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.
Ready to take the next step with Succ Tr Uw Bernhard Memorial Fd?
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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