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TR U-W LILY W SMITH

DALLAS, TX 546042385

The TR U-W Lily W Smith is a Dallas-based philanthropic trust with $339,247 in assets, focusing on philanthropy and foundations, managed by Bank of America as trustee.

Overview

About TR U-W LILY W SMITH

The TR U-W Lily W Smith is a philanthropic trust based in Dallas, Texas, with assets totaling $339,247. It operates with expenses of $22,785 and generates a revenue of $11,724. The trust focuses on philanthropy and foundations, providing funding to cities such as Albuquerque, Asheville, and Webster, across states including Maryland, North Carolina, and New Mexico. The trust is managed by Bank of America, which serves as the trustee, receiving a compensation of $4,849 for its services.

Focus areas

PhilanthropyFoundations

Geographic focus

MDNCNM
Application Status

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Success Rates

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Average Grant Size

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Sample Match Score

Example compatibility analysis for demonstration purposes

Match Score measures the compatibility between your organization and this funder based on focus areas alignment (92%), geographic location preferences (85%), previous grantees similarity (88%), grant size match (78%), application process compatibility (73%), and timeline compatibility (80%).

87%
Excellent compatibility match
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Key statistics
Total Assets $339K
Total Awarded This Year $16K
Average Grant Size $16K
Total Grants (Previous Year) 228
Open to New Applicants
false
% New Applicants Funded
0%
Contact information
DALLAS, TX, US
Geographic Funding Distribution

Financials

Total assets
$339,247

in 2024, compared to $350,438 in 2023

Annual grants
$15,823

1 grants awarded in 2024

Program expenses
85%

Of total expenses go to programs

Annual grant distribution
Revenue vs expenses
Assets over time

Grants

Grant awards
PurposeLocation
$16,500SOUTHWESTERN CHILD DEVELOPMENTUNRESTRICTED GENERALPO BOX 250 WEBSTER, MD US2023
$15,823PRESBYTERIAN HEALTHCARE FDNUNRESTRICTED GENERALPO BOX 26666 ALBUQUERQUE, NM US2024
$8,000WESTERN CAROLINA MEDICAL SOCIETYUNRESTRICTED GENERAL304 SUMMIT ST ASHEVILLE, NC US2022
$7,000PRESBYTERIAN HEALTHCARE FDNUNRESTRICTED GENERALPO BOX 26666 ALBUQUERQUE, NM US2022
4 row(s) total.

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People

Leadership & staff

Compensation data from most recent available 990 forms

Title
BOA
BANK OF AMERICA
TRUSTEE$57462022
BOA
BANK OF AMERICA
TRUSTEE$50962023
BOA
BANK OF AMERICA
TRUSTEE$48492024
3 row(s) total.

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on August 25, 2025