Succ Tr Uw Irene Lewis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $421K in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $37K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$421K
+3.3% YoY
Annual Giving
$20K
+36.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$10K
+36.0% YoY
About Succ Tr Uw Irene Lewis
Based on IRS filings
Succ Tr Uw Irene Lewis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $421K in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $37K.
Focus Areas
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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 | $420,753 | $407,480 | $416,989 |
| Revenue | $43,443 | $14,029 | $-11,096 |
| Expenses | $29,723 | $23,390 | $33,769 |
| Qualifying Distributions | $23,736 | $18,096 | $26,411 |
| Net Investment Income | $37,230 | $7,415 | $3,280 |
| Distributable Amount | $23,881 | $21,823 | $22,522 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 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 | $7,285 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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