Cone R Uw St Luke Home& Untd WY
Cone R Uw St Luke Home& Untd WY is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $643K in total assets. In 2025, it awarded 2 grants totaling $31K. Net investment income was $62K.
Cone R Uw St Luke Home& Untd WY at a glance
In short: Cone R Uw St Luke Home& Untd WY gave $31K across 2 grants in 2025 (avg $16K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,159
- +5.8% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $15,580
- +5.8% vs 2024
- Median grant
- $15,580
- Total assets
- $643,054
- +3.7% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Cone R Uw St Luke Home& Untd WY funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Community Foundation of Middlesex County ($26K). Together the top 2 received $31K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Cone R Uw St Luke Home& Untd WY gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2019) to $50K (2020). In 2025 it made 2 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of Middlesex County Middletown, CT | Unrestricted General | $26,159 |
| Middlesex United Way Inc Middletown, CT | Unrestricted General | $5,000 |
Ready to take the next step with Cone R Uw St Luke Home& Untd WY?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $643,054 | $69,937 | $47,425 | $31,159 | 2 | $37,127 | $61,612 | $37,604 |
| 2024 | $620,335 | $65,965 | $42,194 | $29,446 | 2 | $34,052 | $57,429 | $35,510 |
| 2023 | $597,231 | $21,122 | $38,390 | $27,085 | 2 | $31,271 | $11,489 | $32,538 |
| 2022 | $614,742 | $-15,781 | $54,749 | $40,101 | 2 | $45,708 | $5,053 | $33,728 |
| 2021 | $685,259 | $152,840 | $46,153 | $29,639 | 2 | $34,594 | $143,766 | $37,758 |
| 2020 | $577,822 | $53,414 | $63,815 | $50,191 | 1 | — | $46,227 | $33,288 |
| 2019 | $588,196 | $38,689 | $16,936 | $5,000 | 1 | — | $33,424 | $31,777 |
Under IRS private-foundation payout rules, Cone R Uw St Luke Home& Untd WY reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Cone R Uw St Luke Home& Untd WY's only listed officer is Bank Of America, Under Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Under Trustee
On filings since 2019
1 hr/week
$9K (2019) → $11K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Bank of America (Under Trustee).
Frequently asked questions about Cone R Uw St Luke Home& Untd WY
How much does Cone R Uw St Luke Home& Untd WY give each year?
Cone R Uw St Luke Home& Untd WY gave $31K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 2 grants.
How large is Cone R Uw St Luke Home& Untd WY?
Cone R Uw St Luke Home& Untd WY reported $643K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Cone R Uw St Luke Home& Untd WY's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Peach Pit Foundation
Durham, CT
Peach Pit Foundation supports charitable organizations, including hospitals, youth sports, schools, and community groups. In 2025, it made 25 grants totaling $517,800, ranging from $1,000 to $100,000, with a median of $7,500; most funding went to Connecticut and Massachusetts, with smaller amounts to Florida, Texas, and Rhode Island. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$15.4M
Grants
25
Total Given
$518K
Connecticut Association of Realtors Foundation Inc
Hartford, CT
To be good neighbors to our members, our communities, and the world.
Assets
$241K
Grants
1
Total Given
$82K
The Perrin Family Foundation
Old Greenwich, CT
The Perrin Family Foundation reported two 2024 general-purpose grants totaling $23.1 million, ranging from about $7.3 million to $15.8 million, to recipients in Maryland and Massachusetts. Its 2023 filing was marked as its final return; it said it funds only preselected organizations and does not accept unsolicited requests, but this is not a current application process.
Assets
—
Grants
2
Total Given
$23.1M
Burr Helen Trust UA
Dallas, TX
Assets
$632K
Grants
4
Total Given
$32K
Cooley Family Foundation
Charlotte, NC
Assets
—
Grants
4
Total Given
$8K
Middlesex Hospital
Middletown, CT
Middlesex Hospital exists to provide the safest, highest-quality health care and the best experience possible for our community.
Assets
$657.4M
Grants
5
Total Given
$144K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Cone R Uw St Luke Home& Untd WY's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Cone R Uw St Luke Home& Untd WY down — hundreds of funders to go?