Charles H Stone Tr A Uw 112220077966
- Assets
- $5.2m
- Revenue
- $135.5k
- Investments
- $5.0m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 56-6124286
Organization Overview
Charles H Stone Tr A Uw 112220077966 is located in Dallas, TX. The organization was established in 0000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2023, Charles H Stone Tr A Uw 112220077966 generated $135.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.0%) each year. All expenses for the organization totaled $246.5k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (4.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Charles H Stone Tr A Uw 112220077966 has awarded 99 individual grants totaling $1,643,910. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $134,413 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$12,397 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $13,450 |
| Total Revenue | $135,466 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $21,487 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,083 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,874 |
| Total operating and administrative expenses | $30,374 |
| Contributions, gifts, grants paid | $216,099 |
| Total expenses and disbursements | $246,473 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $218,462 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,243,651 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Charles H Stone Tr A Uw 112220077966 has awarded $216,099 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
JOHNSON C SMITH UNIVERSITY PURPOSE: EDUCATIONAL SCHOLARSHIPS | $8,105 |
NORTH CAROLINA STATE UNIVERSITY RALEIGH PURPOSE: EDUCATIONAL SCHOLARSHIPS | $27,010 |
ROTARY FDN OF ROTARY INTERNATIONAL PURPOSE: UNRESTRICTED GENERAL | $5,404 |
RANDOLPH COLLEGE PURPOSE: EDUCATIONAL SCHOLARSHIPS | $18,906 |
MYERS PARK UTD METHODIST CHURCH PURPOSE: UNRESTRICTED GENERAL | $5,404 |
UNITED WAY OF CENTRAL CAROLINAS INC PURPOSE: UNRESTRICTED GENERAL | $27,010 |