Succ Tr Uw Irene Lewis
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
Under IRS private-foundation payout rules, Succ Tr Uw Irene Lewis reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include St Peters Parish ($10,161), Monocacy Cemetery Company ($10,161).
| Recipient | Purpose | Amount |
|---|---|---|
| ST PETERS PARISH POOLESVILLE, MD | UNRESTRICTED GENERAL | $10,161 |
| MONOCACY CEMETERY COMPANY BEALSVILLE, MD | TO MAINTAIN CEMETERY | $10,161 |
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
Frequently Asked Questions
What is Succ Tr Uw Irene Lewis?
Succ Tr Uw Irene Lewis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $421K in total assets as of 2024.
How large is Succ Tr Uw Irene Lewis?
As of 2024, Succ Tr Uw Irene Lewis holds $421K in total assets with $43K in annual revenue. It awarded 2 grants totaling $20K in 2024.
Where does Succ Tr Uw Irene Lewis operate?
Succ Tr Uw Irene Lewis has awarded grants in Maryland.
What size grants does Succ Tr Uw Irene Lewis award?
In 2024, Succ Tr Uw Irene Lewis awarded 2 grants totaling $20K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Succ Tr Uw Irene Lewis required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Succ Tr Uw Irene Lewis reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Succ Tr Uw Irene Lewis's EIN?
Succ Tr Uw Irene Lewis's EIN (Employer Identification Number) is 52-6206483. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.