Cone R Uw St Luke Home& Untd Wy

Foundation · Grantmaker DALLAS, TX EIN: 06-6311872

Cone R Uw St Luke Home& Untd Wy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $620K in total assets. In 2024, it awarded 2 grants totaling $29K. Net investment income was $57K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$620K

+3.9% YoY

Annual Giving

$29K

+8.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

+8.7% YoY

Under IRS private-foundation payout rules, Cone R Uw St Luke Home& Untd Wy reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.

About Cone R Uw St Luke Home& Untd Wy

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $176K (100%)

States

Connecticut

Cities

Middletown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$620,335	$597,231	$614,742
Revenue	$65,965	$21,122	$-15,781
Expenses	$42,194	$38,390	$54,749
Qualifying Distributions	$34,052	$31,271	$45,708
Net Investment Income	$57,429	$11,489	$5,053
Distributable Amount	$35,510	$32,538	$33,728

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Foundation of Middlesex County ($24,446), Middlesex United Way Inc ($5,000).

Recipient	Purpose	Amount
MIDDLESEX UNITED WAY INC MIDDLETOWN, CT	UNRESTRICTED GENERAL	$5,000
COMMUNITY FOUNDATION OF MIDDLESEX COUNTY MIDDLETOWN, CT	UNRESTRICTED GENERAL	$24,446

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	UNDER TRUSTEE	1	$10,264

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Cone R Uw St Luke Home& Untd Wy?

Cone R Uw St Luke Home& Untd Wy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $620K in total assets as of 2024.

How large is Cone R Uw St Luke Home& Untd Wy?

As of 2024, Cone R Uw St Luke Home& Untd Wy holds $620K in total assets with $66K in annual revenue. It awarded 2 grants totaling $29K in 2024.

Where does Cone R Uw St Luke Home& Untd Wy operate?

Cone R Uw St Luke Home& Untd Wy has awarded grants in Connecticut.

What size grants does Cone R Uw St Luke Home& Untd Wy award?

In 2024, Cone R Uw St Luke Home& Untd Wy awarded 2 grants totaling $29K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Cone R Uw St Luke Home& Untd Wy required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Cone R Uw St Luke Home& Untd Wy reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Cone R Uw St Luke Home& Untd Wy's EIN?

Cone R Uw St Luke Home& Untd Wy's EIN (Employer Identification Number) is 06-6311872. IRS Form 990 filing data is available on this page for 2020–2024.