Stone Nellie G Trust Uw

Foundation · Grantmaker DALLAS, TX EIN: 04-6009346

Stone Nellie G Trust Uw is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $931K in total assets. In 2024, it awarded 2 grants totaling $46K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$931K

-0.3% YoY

Annual Giving

$46K

-3.4% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$23K

-3.4% YoY

Under IRS private-foundation payout rules, Stone Nellie G Trust Uw reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.

About Stone Nellie G Trust Uw

Based on IRS filings

Stone Nellie G Trust Uw is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $931K in total assets. In 2024, it awarded 2 grants totaling $46K. Net investment income was $19K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AtlantaProvidenceTampa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$52K$104K$156K$208K2021202220232024
Metric202420232022
Total Assets$930,947$933,542$987,411
Revenue$32,534$-2,464$189,418
Expenses$66,497$68,778$61,684
Qualifying Distributions$55,054$54,030$49,773
Net Investment Income$18,818$10,741$176,565
Distributable Amount$53,879$50,202$52,737

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$24K$36K$48K2 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SHRINERS HOSPITALS FOR C…$23KBROWN UNIVERSITY$23K

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shriners Hospitals for Children ($23,094), Brown University ($23,094).

RecipientPurposeAmount
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FLUNRESTRICTED GENERAL$23,094
BROWN UNIVERSITY PROVIDENCE, RIUNRESTRICTED GENERAL$23,094

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$15K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$15,175

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Stone Nellie G Trust Uw?

Stone Nellie G Trust Uw is a private foundation focused on Education, based in DALLAS, TX. It holds $931K in total assets as of 2024.

How large is Stone Nellie G Trust Uw?

As of 2024, Stone Nellie G Trust Uw holds $931K in total assets with $33K in annual revenue. It awarded 2 grants totaling $46K in 2024.

Where does Stone Nellie G Trust Uw operate?

Stone Nellie G Trust Uw has awarded grants in Florida, Georgia, Rhode Island.

What size grants does Stone Nellie G Trust Uw award?

In 2024, Stone Nellie G Trust Uw awarded 2 grants totaling $46K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Stone Nellie G Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stone Nellie G Trust Uw reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stone Nellie G Trust Uw's EIN?

Stone Nellie G Trust Uw's EIN (Employer Identification Number) is 04-6009346. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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