Tr Uw Charles H Stone-Tr a
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.
Key facts about Tr Uw Charles H Stone-Tr a
- EIN
- 56-6124286
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $285,728
- Grants made (2024)
- 16
- Average grant
- $17,858
- Median grant
- $14,287
- New grantees (estimate)
- 0% first-time grantees (0 of 16, 2024)
- Total assets
- $5,447,255
- Primary geography
- North Carolina (83% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Tr Uw Charles H Stone-Tr a funds
By grant dollars, the top recipient states for Tr Uw Charles H Stone-Tr a's 16 itemized 2024 grants were North Carolina (83%), Virginia (9%) and South Carolina (6%). The most frequent recipient cities were Charlotte, NC (8 grants). 44% of grants with a stated purpose were for general or operating support. Recurring purposes include "Educational Scholarships" (5 grants).
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. 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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Tr Uw Charles H Stone-Tr a
- How to evaluate Tr Uw Charles H Stone-Tr a as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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
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.
Ready to take the next step with Tr Uw Charles H Stone-Tr a?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include ATRIUM HEALTH FDN aka CAROLINAS ($35,715), North Carolina State University Raleigh ($35,713), United Way of Central Carolinas Inc ($35,713).
| Recipient | Purpose | Amount |
|---|---|---|
| ATRIUM HEALTH FDN aka CAROLINAS Charlotte, NC | UNRESTRICTED GENERAL | $35,715 |
| NORTH CAROLINA STATE UNIVERSITY RALEIGH Raleigh, NC | EDUCATIONAL SCHOLARSHIPS | $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 |
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
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $24,167 |
Frequently Asked Questions
What size grants does Tr Uw Charles H Stone-Tr a award?
In 2024, Tr Uw Charles H Stone-Tr a awarded 16 grants totaling $286K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Tr Uw Charles H Stone-Tr a required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Charles H Stone-Tr a reported a distributable amount of $300K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.