The Rachel Lyman Charitable Trust is an independent private foundation established in 2000 and granted charitable status in February 2002. Based in Dallas, Texas, the foundation operates as a private grantmaking foundation with a focus on philanthropic giving across multiple sectors.
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
Mission & Focus Areas
The foundation's primary purpose is to support health care. Its funding interests extend across the following areas:
- Health
- Education
- Social & Human Services
- Community Development
- Religion
The foundation provides giving primarily for health associations and human services, including services for people who are blind. Funding also supports higher education, children and youth services (including children's hospitals), and Episcopal churches.
Grantmaking
The foundation does not respond to unsolicited applications for funding. No confirmed application deadlines are provided by the foundation. The fiscal year end is July, which may serve as a useful guide for when new funds become available for disbursement.
Review Cycle
are provided by the foundation. The fiscal year end is July, which may serve as a useful guide for when new funds become available for disbursement.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of the fiscal year ending July 2023:
- Assets: $10,600,121 (ledger value)
- Annual Income: $5,724,315
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
151 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation's major donor is Rachel Lyman.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $144,228 |
Contact Information
- Location: PO Box 653067, Dallas, TX 75265-3067
- Telephone: 888-866-3275
- EIN: 52-7114493
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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