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.
Rachel Lyman Charitable Trust at a glance
In short: Rachel Lyman Charitable Trust gave $799K across 30 grants in 2025 (avg $27K), mostly in Texas. 3% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $798,598
- +10.6% vs 2024
- Grants made (2025)
- 30
- -3.2% vs 2024
- Average grant
- $26,620
- +14.3% vs 2024
- Median grant
- $8,423
- Total assets
- $9,876,742
- -2.9% vs 2024
- New grantees (estimate)
- 3% first-time grantees (1 of 30, 2025)
- Primary geography
- Texas (56% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rachel Lyman Charitable Trust
- 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.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rachel Lyman Charitable Trust funds
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%).
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 2025 grant dollars across all 30 itemized grants.
Cities
Is Rachel Lyman Charitable Trust open to new grantees?
3%
first-time grantees, 2025
In 2025, 1 of 30 grantees (3%) were first-time recipients. First grants averaged $48K; repeat grants $26K. How we count
Medians: $48K first-time, $8K repeat.
- 97% 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.
Giving History
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.
Grants by year
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 |
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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 | $9,876,742 | $659,468 | $952,591 | $798,598 | 30 | $856,789 | $568,191 | $882,657 |
| 2024 | $10,170,779 | $450,663 | $879,419 | $721,877 | 31 | $775,569 | $377,056 | $822,119 |
| 2023 | $10,600,121 | $1,568,234 | $708,250 | $575,688 | 30 | $626,498 | $1,485,441 | $764,128 |
| 2022 | $9,740,930 | $465,483 | $1,260,402 | $1,105,557 | 30 | $1,159,921 | $376,766 | $716,537 |
| 2021 | $10,539,160 | $718,705 | $1,111,114 | $974,092 | 30 | — | $628,504 | $866,810 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
The largest grants included $120,326 to the University of the South; $80,217 each to St. Jude’s Children’s Research Hospital, West Texas Boys Ranch, High Sky Children’s Ranch, and Guide Dogs for the Blind; and $48,131 to St. Luke’s Health Medical Center. Other notable grants included $40,109 each to Episcopal Church of the Holy Trinity, Hospice of Midland, Calvary Baptist Church, and Episcopal Church of St. Barnabas.
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).
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 $48K 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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Rachel Lyman Charitable Trust funds
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Browse active grant opportunities in Rachel Lyman Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Rachel Lyman Charitable Trust funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/rachel-lyman-charitable-trust-morg_88750542c9084d5290c83b1826563e3e
BibTeX
@misc{grantable_527114493_2026,
author = {{Grantable}},
title = {{Rachel Lyman Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rachel-lyman-charitable-trust-morg_88750542c9084d5290c83b1826563e3e},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Rachel Lyman Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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