Lida P Underhill Trust
Lida P Underhill Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $312K in total assets. In 2025, it awarded 3 grants totaling $14K. Net investment income was $29K.
Key facts about Lida P Underhill Trust
In short: Lida P Underhill Trust gave $14K across 3 grants in 2025 (avg $5K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- EIN
- 01-0515885
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $13,500
- Grants made (2025)
- 3
- Average grant
- $4,500
- Median grant
- $5,000
- Total assets
- $311,794
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$312K
+4.2% YoY
Annual Giving
$14K
+3.8% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$5K
+3.8% YoY
Under IRS private-foundation payout rules, Lida P Underhill Trust reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
How Lida P Underhill Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 92% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $13K (2019) to $15K (2022). In 2025 it made 3 grants totaling $14K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Monhegan Associates Inc ($5K). Together the top 3 received $14K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Monhegan Associates Inc Monhegan, ME | Unrestricted General | $5,000 |
| Monhegan Historcal & Cultural Museum Monhegan, ME | Unrestricted General | $5,000 |
| Monhegan Artists Residency Corporation Portland, ME | Unrestricted General | $3,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $311,794 | $299,346 | $290,211 |
| Revenue | $34,648 | $30,496 | $10,931 |
| Expenses | $22,286 | $21,052 | $20,234 |
| Qualifying Distributions | $16,610 | $15,976 | $15,733 |
| Net Investment Income | $29,470 | $25,255 | $5,465 |
| Distributable Amount | $18,099 | $17,165 | $15,835 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Lida P Underhill Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$7K (2019) → $7K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $7K, to Bank of America (Trustee).
Frequently asked questions about Lida P Underhill Trust
How much does Lida P Underhill Trust give each year?
Lida P Underhill Trust gave $14K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 3 grants.
What is Lida P Underhill Trust's typical grant size?
Lida P Underhill Trust's median grant in 2025 was $5,000, and its average grant was $4,500, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lida P Underhill Trust give grants?
Lida P Underhill Trust gives mostly in Maine: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Monhegan, ME (2 grants).
Does Lida P Underhill Trust give general operating support?
Yes: 100% of Lida P Underhill Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Lida P Underhill Trust?
Lida P Underhill Trust reported $312K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $18K (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.
What is Lida P Underhill Trust's EIN?
Lida P Underhill Trust's EIN (Employer Identification Number) is 01-0515885. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lida P Underhill Trust by hand.
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