Lida P Underhill Trust

DALLAS, TX EIN: 01-0515885

Lida P Underhill Trust 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 $299K in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $25K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$299K

+3.1% YoY

Annual Giving

$13K

+0.0% YoY

Grant Count

3

+50.0% YoY

Avg Grant Size

$4K

-33.3% YoY

About Lida P Underhill Trust

Based on IRS filings

Lida P Underhill Trust 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 $299K in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $25K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

MonheganPortland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$38K$56K$75K20202021202220232024
Metric202420232022
Total Assets$299,346$290,211$299,631
Revenue$30,496$10,931$-8,573
Expenses$21,052$20,234$25,086
Qualifying Distributions$15,976$15,733$18,292
Net Investment Income$25,255$5,465$889
Distributable Amount$17,165$15,835$16,450

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$11K$15K3 grants20203 grants20212 grants20222 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

MONHEGAN HISTORCAL &$5KMONHEGAN ASSOCIATES INC$5KMONHEGAN ARTISTS RESIDEN…$3K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

BANK OF AMERICATRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$6,191

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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