Tr Uw Charles H Stone-Tr a
Tr Uw Charles H Stone-Tr a is a private foundation based in Dallas, Texas. Its 2024 filing reports grants to charitable organizations, including universities, a health foundation, United Way, and a library.
Tr Uw Charles H Stone-Tr a at a glance
In short: Tr Uw Charles H Stone-Tr a gave $286K across 16 grants in 2024 (avg $18K), mostly in North Carolina. 0% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $285,728
- +32.2% vs 2023
- Grants made (2024)
- 16
- -5.9% vs 2023
- Average grant
- $17,858
- +40.5% vs 2023
- Median grant
- $14,287
- Total assets
- $5,447,255
- +3.9% vs 2023
- New grantees (estimate)
- 0% first-time grantees (0 of 16, 2024; small sample)
- Primary geography
- North Carolina (83% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Tr Uw Charles H Stone-Tr a
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Tr Uw Charles H Stone-Tr a funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was ATRIUM HEALTH FDN aka CAROLINAS ($36K). Together the top 10 received $207K.
Organizations only. It also paid 1 individual scholarship ($35,713), which are not listed by name.
Grant Size Distribution
82 grants across all recorded years
The most common grant size was under $50K: 82 grants of 82 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 83% of grant dollars went to recipients in an individual recipient, 9% to Virginia, 6% to an individual recipient, and 3% to Illinois.
Grant Distribution by State
Share of 2024 grant dollars across all 16 itemized grants.
Cities
Is Tr Uw Charles H Stone-Tr a open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 16 grantees (0%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2024 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $216K (2023) to $318K (2022). In 2024 it made 16 grants totaling $286K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ATRIUM HEALTH FDN aka CAROLINAS Charlotte, NC | Unrestricted General | $35,715 |
| 1 individual scholarship Recipients not named | — | $35,713 |
| United Way of Central Carolinas Inc Charlotte, NC | Unrestricted General | $35,713 |
| Randolph College Lynchburg, VA | Educational Scholarships | $24,999 |
| Queens University of Charlotte Charlotte, NC | Educational Scholarships | $24,999 |
| Charles H Stone Scholarship Fund Durham, NC | Provide Scholarships | $17,858 |
| Northwestern Regional Library Elkin, NC | Unrestricted General | $17,858 |
| Clemson University Foundation Clemson, SC | Educational Scholarshps | $17,858 |
| Johnson C Smith University Charlotte, NC | Educational Scholarships | $10,716 |
| Crossnore School Inc Crossnore, NC | Educational Scholarships | $10,716 |
Ready to take the next step with Tr Uw Charles H Stone-Tr a?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,447,255 | $531,139 | $322,019 | $285,728 | 16 | $295,779 | $502,139 | $300,034 |
| 2023 | $5,243,651 | $135,466 | $246,473 | $216,099 | 17 | $225,078 | $111,927 | $272,354 |
| 2022 | $5,356,534 | $-143,236 | $373,914 | $317,906 | 16 | $326,954 | $85,044 | $278,141 |
| 2021 | $5,873,163 | $1,165,480 | $318,431 | $280,747 | 16 | $290,280 | $1,137,684 | $307,452 |
| 2020 | $4,993,296 | $400,633 | $303,888 | $268,848 | 17 | — | $381,773 | $262,539 |
Under IRS private-foundation payout rules, Tr Uw Charles H Stone-Tr a reported a distributable amount of $300K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included educational scholarships and awards, unrestricted general support, and support for a scholarship fund.
Queens University of Charlotte describes its mission as providing transformative educational experiences that nurture intellectual curiosity, promote global understanding, encourage ethical living, and prepare individuals for purposeful and fulfilling lives. Clemson University Foundation says it promotes Clemson University’s welfare and development in education and scientific research, seeks gifts for the university, and manages funds for its benefit.
Grantmaking
In 2024, the foundation reported 16 grants totaling $285,728. Grants ranged from $7,145 to $35,715, with a median of $14,287.
Among the largest reported grants were $35,715 to Atrium Health Foundation (also listed as Carolinas) for unrestricted general support; $35,713 each to an individual recipient State University Raleigh for educational scholarships and United Way of Central Carolinas for unrestricted general support; and $24,999 each to Randolph College and Queens University of Charlotte for educational scholarships. Other reported grants included $17,858 to the Charles H Stone Scholarship Fund to provide scholarships and $17,858 to Northwestern Regional Library for unrestricted general support.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2024 filing.
Tr Uw Charles H Stone-Tr a's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2024 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$23K (2021) → $24K (2024)
Former officers (1)
- Former: Bank Of America NA (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $24K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw Charles H Stone-Tr a
How much does Tr Uw Charles H Stone-Tr a give each year?
Tr Uw Charles H Stone-Tr a gave $286K across 16 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $216K across 17 grants.
What is Tr Uw Charles H Stone-Tr a's typical grant size?
Tr Uw Charles H Stone-Tr a's median grant in 2024 was $14,287, and its average grant was $17,858, across 16 grants on its 2024 IRS Form 990-PF.
Where does Tr Uw Charles H Stone-Tr a give grants?
Tr Uw Charles H Stone-Tr a gives mostly in North Carolina: 83% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Virginia (9%) and South Carolina (6%). The most frequent recipient cities were Charlotte, NC (8 grants).
Does Tr Uw Charles H Stone-Tr a give general operating support?
Yes: 44% of Tr Uw Charles H Stone-Tr a's 2024 grants with a stated purpose (7 of 16) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Educational Scholarships" (5 grants).
Who are Tr Uw Charles H Stone-Tr a's largest grantees?
Tr Uw Charles H Stone-Tr a's largest 2024 grantees include ATRIUM HEALTH FDN aka CAROLINAS ($35,715), United Way of Central Carolinas Inc ($35,713) and Randolph College ($24,999), according to its 2024 IRS Form 990-PF. It also paid 1 individual scholarship ($35,713), which are not listed by name. Together they received 34% of its itemized 2024 grant dollars.
How large is Tr Uw Charles H Stone-Tr a?
Tr Uw Charles H Stone-Tr a reported $5.4M in total assets on its 2024 IRS Form 990-PF. It paid out $296K in qualifying distributions that year, against a required minimum of $300K (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 does Tr Uw Charles H Stone-Tr a fund?
No mission statement for the foundation is provided. Its 2024 grants included educational scholarships and awards, unrestricted general support, and support for a scholarship fund. See mission & focus areas ↑
How do I apply for a grant from Tr Uw Charles H Stone-Tr a?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Tr Uw Charles H Stone-Tr a's EIN?
Tr Uw Charles H Stone-Tr a's EIN (Employer Identification Number) is 56-6124286. IRS Form 990 filing data is available on this page for 2020–2024.
Does Tr Uw Charles H Stone-Tr a accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Tr Uw Charles H Stone-Tr a funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/tr-uw-charles-h-stone-tr-a-morg_8beec1ad6e4147ff9af3bf48cc131765
BibTeX
@misc{grantable_566124286_2026,
author = {{Grantable}},
title = {{Tr Uw Charles H Stone-Tr a funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/tr-uw-charles-h-stone-tr-a-morg_8beec1ad6e4147ff9af3bf48cc131765},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Tr Uw Charles H Stone-Tr a's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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