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
2
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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