Stone Georgia S Trust UA
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.
Stone Georgia S Trust UA at a glance
In short: Stone Georgia S Trust UA gave $568K across 5 grants in 2025 (avg $114K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $568,330
- -5.7% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $113,666
- -5.7% vs 2024
- Median grant
- $113,666
- Total assets
- $13,788,852
- +4.2% vs 2024
- Primary geography
- Connecticut (80% 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 Stone Georgia S Trust UA funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was United Way Inc ($114K). Together the top 5 received $568K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was in the $100–250K range: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Stone Georgia S Trust UA gives
- Giving fell 32% from 2022 to 2025. Method
- In 2025 it paid out 78% 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 2021 to 2025, annual grant giving ranged from $508K (2023) to $831K (2022). In 2025 it made 5 grants totaling $568K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 | $13,788,852 | $1,289,514 | $738,919 | $568,330 | 5 | $618,592 | $1,180,574 | $796,312 |
| 2024 | $13,238,987 | $446,975 | $737,797 | $602,755 | 5 | $648,946 | $343,519 | $736,860 |
| 2023 | $13,139,151 | $-209,485 | $628,298 | $507,695 | 5 | $549,248 | $208,196 | $679,168 |
| 2022 | $13,706,055 | $2,672,008 | $1,024,473 | $830,610 | 5 | $875,168 | $2,571,523 | $730,093 |
| 2021 | $14,197,714 | $863,487 | $780,846 | $647,370 | 5 | — | $782,884 | $778,454 |
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.
Leadership & Key People
Officers and directors from IRS filings
Stone Georgia S Trust UA's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$110K (2022) → $124K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $124K, to Bank of America (Trustee).
Frequently asked questions about Stone Georgia S Trust UA
How much does Stone Georgia S Trust UA give each year?
Stone Georgia S Trust UA gave $568K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $603K across 5 grants.
What is Stone Georgia S Trust UA's typical grant size?
Stone Georgia S Trust UA's median grant in 2025 was $113,666, and its average grant was $113,666, across 5 grants on its 2025 IRS Form 990-PF.
Where does Stone Georgia S Trust UA give grants?
Stone Georgia S Trust UA gives mostly in Connecticut: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (20%). The most frequent recipient cities were Hartford, CT (3 grants).
Does Stone Georgia S Trust UA give general operating support?
Yes: 100% of Stone Georgia S Trust UA's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Stone Georgia S Trust UA's largest grantees?
Stone Georgia S Trust UA's largest 2025 grantees include United Way Inc ($113,666), Christ Church Cathedral ($113,666) and Connecticut Humane Society ($113,666), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Stone Georgia S Trust UA?
Stone Georgia S Trust UA reported $13.8M in total assets on its 2025 IRS Form 990-PF. It paid out $619K in qualifying distributions that year, against a required minimum of $796K (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.
What is Stone Georgia S Trust UA's EIN?
Stone Georgia S Trust UA's EIN (Employer Identification Number) is 06-6029757. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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