Rachel Lyman Charitable Trust
The Rachel Lyman Charitable Trust is a private foundation based in Dallas, Texas. In 2025, it made 30 grants totaling $798,598 to charitable organizations, including organizations in Texas, Tennessee, California, and Arizona.
Key facts about Rachel Lyman Charitable Trust
In short: Rachel Lyman Charitable Trust gave $799K across 30 grants in 2025 (avg $27K), mostly in Texas. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 52-7114493
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $798,598
- Grants made (2025)
- 30
- Average grant
- $26,620
- Median grant
- $8,423
- New grantees (estimate)
- 7% first-time grantees (2 of 30, 2025)
- Total assets
- $9,876,742
- Primary geography
- Texas (56% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.9M
-2.9% YoY
Annual Giving
$799K
+10.6% YoY
Grant Count
30
-3.2% YoY
Avg Grant Size
$27K
+14.3% YoY
Under IRS private-foundation payout rules, Rachel Lyman Charitable Trust reported a distributable amount of $883K for 2025 — the minimum it must pay out in qualifying distributions.
Is Rachel Lyman Charitable Trust open to new grantees?
7%
first-time grantees, 2025
In 2025, 2 of 30 grantees (7%) were first-time recipients. First grants averaged $64K; repeat grants $24K. How we count
Medians: $64K first-time, $7K repeat.
- 93% of 2025 grantees were also funded in 2024. Method
- Giving fell 28% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its grants went to organizations with varied purposes. For example, the University of the South describes its work as providing a high-quality liberal arts education and educating people for service in the Episcopal Church. High Sky Children’s Ranch says it works to heal abused children and promote family wholeness, while West Texas Boys Ranch describes providing year-round family housing and care for disadvantaged boys in Texas.
Other 2025 recipients include Guide Dogs for the Blind, which says it empowers lives through partnerships between people, dogs, and communities; Hospice of Midland, which describes providing care for patients and families; and Midland College Foundation, which supports Midland College’s educational goals and students.
Grantmaking
In 2025, the trust made 30 grants totaling $798,598. Grant amounts ranged from $1,605 to $120,326, with a median of $8,423.
Ready to take the next step with Rachel Lyman Charitable Trust?
Geographic Focus
Where this funder awards grants
In 2025, Texas organizations received 56% of grant dollars, Tennessee organizations 25%, California organizations 10%, Arizona organizations 6%, and Oklahoma organizations 2%.
Grant Distribution by State
Share of all 30 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $576K (2023) to $1.1M (2022). In 2025 it made 30 grants totaling $799K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of the South ($120K). Together the top 10 received $650K.
Grant Size Distribution
151 grants across all recorded years
The most common grant size was under $50K: 120 grants of 151 (79%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of the South Sewanee, TN | Unrestricted General | $120,326 |
| St Jude's Childrens Research Hospital Memphis, TN | Unrestricted General | $80,217 |
| West Texas Boys Ranch San Angelo, TX | Unrestricted General | $80,217 |
| High Sky Children's Ranch Inc Midland, TX | Unrestricted General | $80,217 |
| Guide Dogs for the Blind Inc San Rafael, CA | Unrestricted General | $80,217 |
| St Luke's Health Medical Center Houston, TX | Unrestricted General | $48,131 |
| Episcopal Church of the Holy Trinity Midland, TX | Unrestricted General | $40,109 |
| Hospice of Midland Inc Midland, TX | Unrestricted General | $40,109 |
| Calvary Baptist Church Apple Springs, TX | Unrestricted General | $40,109 |
| Episcopal Church of St Barnabas Scottsdale, AZ | Unrestricted General | $40,109 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $9,876,742 | $659,468 | $952,591 | $798,598 |
| 2024 | $10,170,779 | $450,663 | $879,419 | $721,877 |
| 2023 | $10,600,121 | $1,568,234 | $708,250 | $575,688 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,876,742 | $10,170,779 | $10,600,121 |
| Revenue | $659,468 | $450,663 | $1,568,234 |
| Expenses | $952,591 | $879,419 | $708,250 |
| Qualifying Distributions | $856,789 | $775,569 | $626,498 |
| Net Investment Income | $568,191 | $377,056 | $1,485,441 |
| Distributable Amount | $882,657 | $822,119 | $764,128 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
Rachel Lyman Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$135K (2022) → $144K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $144K, to Bank of America (Trustee).
Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Frequently asked questions about Rachel Lyman Charitable Trust
How much does Rachel Lyman Charitable Trust give each year?
Rachel Lyman Charitable Trust gave $799K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $722K across 31 grants.
What is Rachel Lyman Charitable Trust's typical grant size?
Rachel Lyman Charitable Trust's median grant in 2025 was $8,423, and its average grant was $26,620, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Rachel Lyman Charitable Trust that year got $64K on average.
Where does Rachel Lyman Charitable Trust give grants?
Rachel Lyman Charitable Trust gives mostly in Texas: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (25%) and California (10%). The most frequent recipient cities were Midland, TX (12 grants), Scottsdale, AZ (2 grants) and Dallas, TX (2 grants).
Does Rachel Lyman Charitable Trust give general operating support?
Yes: 100% of Rachel Lyman Charitable Trust's 2025 grants with a stated purpose (30 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Rachel Lyman Charitable Trust's largest grantees?
Rachel Lyman Charitable Trust's largest 2025 grantees include University of the South ($120,326), St Jude's Childrens Research Hospital ($80,217) and West Texas Boys Ranch ($80,217), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.
How large is Rachel Lyman Charitable Trust?
Rachel Lyman Charitable Trust reported $9.9M in total assets on its 2025 IRS Form 990-PF. It paid out $857K in qualifying distributions that year, against a required minimum of $883K (roughly 5% of its investment assets).
What does Rachel Lyman Charitable Trust fund?
No mission statement for the trust is provided. Its grants went to organizations with varied purposes. For example, the University of the South describes its work as providing a high-quality liberal arts education and educating people for service in the Episcopal Church. See mission & focus areas ↑
How do I apply for a grant from Rachel Lyman Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Rachel Lyman Charitable Trust's EIN?
Rachel Lyman Charitable Trust's EIN (Employer Identification Number) is 52-7114493. IRS Form 990 filing data is available on this page for 2021–2025.
Does Rachel Lyman Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Rachel Lyman Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Rachel Lyman Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds charitable work in health, wealth, living, and learning, with much of its grantmaking supporting North Texas nonprofits; its 2025 grants had a median of $18,779, though award sizes varied widely. Nearly all opportunities are by invitation, and its Nonprofit Gateway profile is not a grant application.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
The Houston Food Bank
Houston, TX
The Houston Food Bank supports food distribution and related hunger-relief programs, including school, children’s, and senior food initiatives, through community organizations in 18 Southeast Texas counties. Its 2025 grants had a median of $33,402, though awards varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$164.4M
Grants
1,128
Total Given
$210.7M
BNSF Railway Foundation
Fort Worth, TX
The BNSF Railway Foundation supports civic, cultural, educational, health and human services, environmental, and youth programs, as well as general operating costs, in communities served by BNSF across its 28-state network. Its 2025 median grant was $2,500; its current grants program lists awards of $1,000–$10,000.
Assets
$23.0M
Grants
993
Total Given
$7.0M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
Community Foundation of North Texas (Tax
Fort Worth, TX
The Community Foundation of North Texas supports nonprofits through grants for areas including animal welfare, conservation, community development, nonprofit capacity, and opportunity, primarily in North Texas, including seven listed counties. Its 2024 grants had a median amount of $14,250, with awards ranging from $5,100 to $1.5 million. It offers competitive grants through application cycles; nonprofits cannot apply for donor-advised grants.
Assets
$544.9M
Grants
872
Total Given
$41.3M
Michael & Susan Dell Foundation
Austin, TX
The Michael & Susan Dell Foundation funds education, health, family economic stability, and nonprofit capacity, with a strong focus on children and families and its deepest investment in Texas, especially Greater Austin; it also supports work elsewhere in the U.S. and internationally. Its 2024 grants ranged from $75 to $50 million, with a median of $19,324. It accepts unsolicited requests through an online application.
Assets
—
Grants
835
Total Given
$164.6M
American Heart Association Inc
Dallas, TX
The American Heart Association funds basic, clinical, behavioral, translational, population, and other research on cardiovascular, cerebrovascular, and brain health, mainly through research awards to eligible U.S.-based nonprofit institutions. In 2025, grants ranged from $5,000 to $9.9 million, with a median award of $20,000. Applications are submitted through designated programs; the profile does not state whether unsolicited requests are accepted.
Assets
$2.0B
Grants
833
Total Given
$198.2M
Laura and John Arnold Foundation
Houston, TX
Arnold Ventures funds evidence-based research, evaluation, and policy work in criminal justice, health care, higher education and career pathways, public finance, and infrastructure. Its 2024 grants had a median of $122,776 (ranging from $685 to $12.5 million); based in Houston, Texas, it does not accept unsolicited requests, but accepts applications through specific requests for proposals.
Assets
$4.8B
Grants
789
Total Given
$193.3M
More Funders in Texas
Rachel Lyman Charitable Trust down — hundreds of funders to go?