Clark F Lyman Uw FBO Jeanette B Ellis T08460
Clark F Lyman Uw FBO Jeanette B Ellis T08460 is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $315K in total assets. In 2025, it awarded 1 grant totaling $16K. Net investment income was $30K.
Clark F Lyman Uw FBO Jeanette B Ellis T08460 at a glance
In short: Clark F Lyman Uw FBO Jeanette B Ellis T08460 gave $16K across 1 grant in 2025 (avg $16K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,579
- +6.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $15,579
- +6.7% vs 2024
- Median grant
- $15,579
- Total assets
- $315,401
- +3.4% vs 2024
- Primary geography
- Massachusetts (100% 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 Clark F Lyman Uw FBO Jeanette B Ellis T08460 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Rivers School ($16K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Clark F Lyman Uw FBO Jeanette B Ellis T08460 gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 99% 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
From 2020 to 2025, annual grant giving ranged from $11K (2023) to $17K (2022). In 2025 it made 1 grant totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Rivers School Weston, MA | Unrestricted General | $15,579 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $315,401 | $34,078 | $23,834 | $15,579 | 1 | $18,399 | $29,615 | $18,506 |
| 2024 | $305,063 | $31,975 | $21,647 | $14,600 | 1 | $17,304 | $27,396 | $17,469 |
| 2023 | $295,043 | $9,324 | $17,027 | $10,682 | 1 | $13,168 | $3,885 | $15,921 |
| 2022 | $303,070 | $-9,016 | $25,628 | $16,620 | 1 | $19,214 | $2,209 | $16,444 |
| 2021 | $337,463 | $69,396 | $22,292 | $14,582 | 1 | $17,435 | $64,585 | $18,437 |
| 2020 | $288,641 | $26,311 | $21,245 | $14,661 | 1 | — | $22,491 | $15,790 |
Under IRS private-foundation payout rules, Clark F Lyman Uw FBO Jeanette B Ellis T08460 reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Clark F Lyman Uw FBO Jeanette B Ellis T08460'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
$5K (2021) → $5K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Clark F Lyman Uw FBO Jeanette B Ellis T08460
How much does Clark F Lyman Uw FBO Jeanette B Ellis T08460 give each year?
Clark F Lyman Uw FBO Jeanette B Ellis T08460 gave $16K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 1 grant.
How large is Clark F Lyman Uw FBO Jeanette B Ellis T08460?
Clark F Lyman Uw FBO Jeanette B Ellis T08460 reported $315K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $19K (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.
Where does Clark F Lyman Uw FBO Jeanette B Ellis T08460 operate?
Clark F Lyman Uw FBO Jeanette B Ellis T08460 has awarded grants in Massachusetts.
What is Clark F Lyman Uw FBO Jeanette B Ellis T08460's EIN?
Clark F Lyman Uw FBO Jeanette B Ellis T08460's EIN (Employer Identification Number) is 04-6014738. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
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