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
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.
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
Among its reported 2025 grants, the largest include University of the South ($120,326), St Jude's Childrens Research Hospital ($80,217), West Texas Boys Ranch ($80,217).
| Recipient | Purpose | Amount |
|---|---|---|
| NATIONAL FEDERATION OF THE BLIND BALTIMORE, MD | UNRESTRICTED GENERAL | $1,605 |
| AMERICAN CANCER SOCIETY OKLAHOMA CITY, OK | UNRESTRICTED GENERAL | $16,846 |
| SOCIETY FOR THE FIRST DIVISION FDN AMBLER, PA | UNRESTRICTED GENERAL | $2,407 |
| RECORDING LIBRARY FOR THE BLIND MIDLAND, TX | UNRESTRICTED GENERAL | $8,022 |
| MIDLAND COLLEGE FOUNDATION INC MIDLAND, TX | UNRESTRICTED GENERAL | $35,655 |
| MAYO FOUNDATION ROCHESTER, MN | UNRESTRICTED GENERAL | $2,407 |
| UNIVERSITY OF THE SOUTH SEWANEE, TN | UNRESTRICTED GENERAL | $120,326 |
| ST JUDE'S CHILDRENS RESEARCH HOSPITAL MEMPHIS, TN | UNRESTRICTED GENERAL | $80,217 |
| ST LUKE'S HEALTH MEDICAL CENTER HOUSTON, TX | UNRESTRICTED GENERAL | $48,131 |
| SCOTT & WHITE MEMORIAL HOSPITAL DALLAS, TX | UNRESTRICTED GENERAL | $4,011 |
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
Frequently Asked Questions
What does Rachel Lyman Charitable Trust fund?
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.
How do I apply for a grant from Rachel Lyman Charitable Trust?
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.
What size grants does Rachel Lyman Charitable Trust award?
In 2025, Rachel Lyman Charitable Trust awarded 30 grants totaling $799K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is Rachel Lyman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Rachel Lyman Charitable Trust reported a distributable amount of $883K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Rachel Lyman Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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