Tr U-w Lily W Smith is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $353K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $32K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$353K
+4.0% YoY
Annual Giving
$15K
-3.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
-3.2% YoY
Under IRS private-foundation payout rules, Tr U-w Lily W Smith reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr U-w Lily W Smith
Based on IRS filings
Tr U-w Lily W Smith is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $353K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $32K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $352,698 | $339,247 | $350,438 |
| Revenue | $36,841 | $11,724 | $-9,568 |
| Expenses | $23,047 | $22,785 | $25,481 |
| Qualifying Distributions | $18,630 | $18,926 | $19,588 |
| Net Investment Income | $32,228 | $6,706 | $3,110 |
| Distributable Amount | $19,988 | $18,425 | $18,933 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Presbyterian Healthcare Foundation ($15,322).
| Recipient | Purpose | Amount |
|---|---|---|
| PRESBYTERIAN HEALTHCARE FOUNDATION ALBUQUERQUE, NM | UNRESTRICTED GENERAL | $15,322 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $5,364 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $353K in total assets as of 2024.
How large is Tr U-w Lily W Smith?
As of 2024, Tr U-w Lily W Smith holds $353K in total assets with $37K in annual revenue. It awarded 1 grants totaling $15K in 2024.
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 size grants does Tr U-w Lily W Smith award?
In 2024, Tr U-w Lily W Smith awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Tr U-w Lily W Smith required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr U-w Lily W Smith reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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