Tr Uw Charles H Stone-tr a

DALLAS, TX EIN: 56-6124286

TR UW CHARLES H STONE-TR A is a private foundation based in the United States. Based on available information, this appears to be a charitable trust entity focused on philanthropic activities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.4M

+3.9% YoY

Annual Giving

$286K

+32.2% YoY

Grant Count

16

-5.9% YoY

Avg Grant Size

$18K

+40.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BoonvilleCharlotteClemsonCrossnoreDurhamElkinEvanstonLynchburgRaleigh

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$321K$641K$962K$1M20202021202220232024
Metric202420232022
Total Assets$5,447,255$5,243,651$5,356,534
Revenue$531,139$135,466$-143,236
Expenses$322,019$246,473$373,914
Qualifying Distributions$295,779$225,078$326,954
Net Investment Income$502,139$111,927$85,044
Distributable Amount$300,034$272,354$278,141

Giving Over Time

Total grant dollars and number of grants per year

$0$79K$159K$238K$318K17 grants202016 grants202116 grants202217 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ATRIUM HEALTH FDN aka CA…$36KNORTH CAROLINA STATE UNI…$36KUNITED WAY OF CENTRAL CA…$36KRANDOLPH COLLEGE$25KQUEENS UNIVERSITY OF CHA…$25KCHARLES H STONE SCHOLARS…$18KNORTHWESTERN REGIONAL LI…$18KCLEMSON UNIVERSITY FOUND…$18KJOHNSON C SMITH UNIVERSITY$11KCROSSNORE SCHOOL INC$11K

Grant Size Distribution

82 grants across all recorded years

82<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Charles L Stone serves as Chairman of related foundation entities.

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$24K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$24,167

Related Funders

Similar funders by location and focus area

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

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