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

-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.

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

North Carolina $1.1M (84%)

Virginia $103K (8%)

South Carolina $86K (6%)

Illinois $34K (3%)

States

Illinois North Carolina South Carolina Virginia

Cities

BoonvilleCharlotteClemsonCrossnoreDurhamElkinEvanstonLynchburgRaleigh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 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
JOHNSON C SMITH UNIVERSITY CHARLOTTE, NC	EDUCATIONAL SCHOLARSHIPS	$10,716
NORTH CAROLINA STATE UNIVERSITY RALEIGH RALEIGH, NC	EDUCATIONAL SCHOLARSHIPS	$35,713
ROTARY FDN OF ROTARY INTERNATIONAL EVANSTON, IL	UNRESTRICTED GENERAL	$7,145
RANDOLPH COLLEGE LYNCHBURG, VA	EDUCATIONAL SCHOLARSHIPS	$24,999
UNITED WAY OF CENTRAL CAROLINAS INC CHARLOTTE, NC	UNRESTRICTED GENERAL	$35,713
MYERS PARK UTD METHODIST CHURCH CHARLOTTE, NC	UNRESTRICTED GENERAL	$7,145
QUEENS UNIVERSITY OF CHARLOTTE CHARLOTTE, NC	EDUCATIONAL SCHOLARSHIPS	$24,999
CROSSNORE SCHOOL INC CROSSNORE, NC	EDUCATIONAL SCHOLARSHIPS	$10,716
ROTARY CLUB OF CHARLOTTE NC INC CHARLOTTE, NC	EDUCATIONAL AWARDS	$10,716
THE MINT MUSEUM OF ART CHARLOTTE, NC	UNRESTRICTED GENERAL	$7,145

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 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.