Stone Georgia S Trust Ua

DALLAS, TX EIN: 06-6029757

Stone Georgia S Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $13.8M in total assets. In 2025, it awarded 5 grants totaling $568K. Net investment income was $1.2M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$13.8M

+4.2% YoY

Annual Giving

$568K

-5.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$114K

-5.7% YoY

Under IRS private-foundation payout rules, Stone Georgia S Trust Ua reported a distributable amount of $796K for 2025 — the minimum it must pay out in qualifying distributions.

About Stone Georgia S Trust Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $2.5M (80%)

New York $631K (20%)

States

Connecticut New York

Cities

HartfordNewingtonWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$13,788,852	$13,238,987	$13,139,151
Revenue	$1,289,514	$446,975	$-209,485
Expenses	$738,919	$737,797	$628,298
Qualifying Distributions	$618,592	$648,946	$549,248
Net Investment Income	$1,180,574	$343,519	$208,196
Distributable Amount	$796,312	$736,860	$679,168

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include United Way Inc ($113,666), Christ Church Cathedral ($113,666), Connecticut Humane Society ($113,666).

Recipient	Purpose	Amount
UNITED WAY INC HARTFORD, CT	UNRESTRICTED GENERAL	$113,666
CHRIST CHURCH CATHEDRAL HARTFORD, CT	UNRESTRICTED GENERAL	$113,666
CONNECTICUT HUMANE SOCIETY NEWINGTON, CT	UNRESTRICTED GENERAL	$113,666
CT INSTITUTE FOR THE BLIND (CIB) HARTFORD, CT	UNRESTRICTED GENERAL	$113,666
THE SALVATION ARMY WEST NYACK, NY	UNRESTRICTED GENERAL	$113,666

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$124,404

Frequently Asked Questions

How large is Stone Georgia S Trust Ua?

As of 2025, Stone Georgia S Trust Ua holds $13.8M in total assets with $1.3M in annual revenue. It awarded 5 grants totaling $568K in 2025.

Where does Stone Georgia S Trust Ua operate?

Stone Georgia S Trust Ua has awarded grants in Connecticut, New York.

What size grants does Stone Georgia S Trust Ua award?

In 2025, Stone Georgia S Trust Ua awarded 5 grants totaling $568K — an average of about $114K per grant, based on its IRS Form 990 filings.

How much is Stone Georgia S Trust Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Stone Georgia S Trust Ua reported a distributable amount of $796K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.