Clark F Lyman Uw Fbo Jeanette B Ellis T08460

DALLAS, TX EIN: 04-6014738

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 2024. As of 2024, the organization holds $305K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $27K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$305K

+3.4% YoY

Annual Giving

$15K

+36.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

+36.7% YoY

Under IRS private-foundation payout rules, Clark F Lyman Uw Fbo Jeanette B Ellis T08460 reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Clark F Lyman Uw Fbo Jeanette B Ellis T08460

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $71K (100%)

States

Massachusetts

Cities

Weston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$305,063	$295,043	$303,070
Revenue	$31,975	$9,324	$-9,016
Expenses	$21,647	$17,027	$25,628
Qualifying Distributions	$17,304	$13,168	$19,214
Net Investment Income	$27,396	$3,885	$2,209
Distributable Amount	$17,469	$15,921	$16,444

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 The Rivers School ($14,600).

Recipient	Purpose	Amount
THE RIVERS SCHOOL WESTON, MA	UNRESTRICTED GENERAL	$14,600

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	$5,047

Frequently Asked Questions

How large is Clark F Lyman Uw Fbo Jeanette B Ellis T08460?

As of 2024, Clark F Lyman Uw Fbo Jeanette B Ellis T08460 holds $305K in total assets with $32K in annual revenue. It awarded 1 grants totaling $15K in 2024.

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 size grants does Clark F Lyman Uw Fbo Jeanette B Ellis T08460 award?

In 2024, Clark F Lyman Uw Fbo Jeanette B Ellis T08460 awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Clark F Lyman Uw Fbo Jeanette B Ellis T08460 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Clark F Lyman Uw Fbo Jeanette B Ellis T08460 reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.