Tr U-W Lily W Smith
Tr U-W Lily W Smith is a private foundation focused on Philanthropy, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $368K in total assets. In 2025, it awarded 1 grant totaling $17K. Net investment income was $36K.
Tr U-W Lily W Smith at a glance
In short: Tr U-W Lily W Smith gave $17K across 1 grant in 2025 (avg $17K), mostly in New Mexico. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,680
- +8.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $16,680
- +8.9% vs 2024
- Median grant
- $16,680
- Total assets
- $367,839
- +4.3% vs 2024
- Primary geography
- New Mexico (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tr U-W Lily W Smith funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Presbyterian Healthcare Foundation ($17K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Tr U-W Lily W Smith gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $14K (2019) to $17K (2025). In 2025 it made 1 grant totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Presbyterian Healthcare Foundation Albuquerque, NM | Unrestricted General | $16,680 |
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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 | $367,839 | $40,328 | $25,272 | $16,680 | 1 | $20,126 | $35,827 | $21,282 |
| 2024 | $352,698 | $36,841 | $23,047 | $15,322 | 1 | $18,630 | $32,228 | $19,988 |
| 2023 | $339,247 | $11,724 | $22,785 | $15,823 | 1 | $18,926 | $6,706 | $18,425 |
| 2022 | $350,438 | $-9,568 | $25,481 | $16,500 | 1 | $19,588 | $3,110 | $18,933 |
| 2021 | $385,453 | $81,779 | $23,878 | $15,000 | 2 | $19,061 | $76,897 | $21,034 |
| 2020 | $327,136 | $26,594 | $21,037 | $15,000 | 2 | — | $22,848 | $17,979 |
| 2019 | $321,611 | $18,737 | $20,897 | $14,000 | 1 | — | $16,091 | $17,490 |
Under IRS private-foundation payout rules, Tr U-W Lily W Smith reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr U-W Lily W Smith's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$6K (2021) → $6K (2025)
Former officers (1)
- Former: Bank Of America NA (2019–2020) — Trustee
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 $6K, to Bank of America (Trustee).
Frequently asked questions about Tr U-W Lily W Smith
How much does Tr U-W Lily W Smith give each year?
Tr U-W Lily W Smith gave $17K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 1 grant.
How large is Tr U-W Lily W Smith?
Tr U-W Lily W Smith reported $368K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $21K (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 Tr U-W Lily W Smith?
Tr U-W Lily W Smith is a private foundation focused on Philanthropy, based in Dallas, TX. It holds $368K in total assets as of 2025.
Where does Tr U-W Lily W Smith operate?
Tr U-W Lily W Smith has awarded grants in Maryland, North Carolina, New Mexico.
What is Tr U-W Lily W Smith's EIN?
Tr U-W Lily W Smith's EIN (Employer Identification Number) is 54-6042385. 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.
Data update history
(8)
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 March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 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
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Figures come from Tr U-W Lily W Smith'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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