Tr U-W Lily W Smith

EIN 546042385

Dallas, TX 75265 |(888) 866-3275

Total Given 2017–2024
$107K
9 grants · $13K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$14K
typical small grants · $8K–$15K
grant size
75%
deep partner · 3/4 multi-year
repeat
$417K
Assets (2024)
4
Distinct Recipients

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person TR U-W LILY W SMITH CO BANK OF AM
Phone (888) 866-3275
Deadlines NONE
How to Apply LETTER WHICH INCLUDES INFORMATION ABOUT ILLNESS AND FINANCIAL STATUS
Restrictions UNDERPRIVILIGED CHILDREN OF NORTH CAROLINA WHO ARE NOT ENTITLED TO AID FROM OTHER AGENCIES

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2017 $14K $369K $31K 1
2018 $15K $320K $31K 1
2020 $15K $417K $27K 2
2021 $15K $454K $82K 2
2022 $16K $353K $-10K 1
2023 $16K $389K $12K 1
2024 $15K $417K $37K 1

Grant Size Distribution

Based on 9 grants on record

Minimum
$5K
25th Pctl
$8K
Median
$14K
Average
$12K
75th Pctl
$15K
Maximum
$16K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

BA
Bank of America 4 yrs
Trustee

Grants Awarded (9 total)

Purpose
Southwestern Child Development Webster, MD $16,500 UNRESTRICTED GENERAL 2022
Presbyterian Healthcare Fdn Albuquerque, NM $15,823 UNRESTRICTED GENERAL 2023
Presbyterian Healthcare Foundation Albuquerque, NM $15,322 UNRESTRICTED GENERAL 2024
Presbyterian Healthcare Fdn Albuquerque, NM $15,000 UNRESTRICTED GENERAL 2018
Presbyterian Healthcare Fdn Albuquerque, NM $14,000 UNRESTRICTED GENERAL 2017
Western Carolina Medical Society Asheville, NC $10,000 UNRESTRICTED GENERAL 2020
Western Carolina Medical Society Asheville, NC $8,000 UNRESTRICTED GENERAL 2021
Presbyterian Healthcare Fdn Albuquerque, NM $7,000 UNRESTRICTED GENERAL 2021
Southwestern Child Development Webster, MD $5,000 UNRESTRICTED GENERAL 2020