Funder DirectoryTR U-W LILY W SMITH
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Private foundation (trust)EIN 546042385Est. 1972-09

TR U-W LILY W SMITH

DALLAS, TX 752653067

Accepts unsolicited proposals

Total Assets

$417K

FY 2024

Annual Giving

$15K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$15K

FY 2024

Grant Range

$15K–$15K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$37K

Total Expenses

$23K

Qualifying Distributions

$19K

Distributable Amount

$20K

Min. Investment Return

$20K

Undistributed Income

$17K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $17K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

8 grants

PRESBYTERIAN HEALTHCARE FDN
$38K
3 grants
SOUTHWESTERN CHILD DEVELOPMENT
$22K
2 grants
WESTERN CAROLINA MEDICAL SOCIETY
$18K
2 grants
PRESBYTERIAN HEALTHCARE FOUNDATION
$15K
1 grant

Grant Size Distribution

8 grants

<$10K
4
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

New Mexico
$53K
57% of total
Maryland
$22K
23% of total
North Carolina
$18K
19% of total

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TR U-W LILY W SMITH — Grants, Financials & Contact | Grantivo