Charles H Stone Tr A Uw 112220077966

  • Dallas, TX
  • EIN: 56-6124286

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$531,139
Expenses
$322,019
Net Income
$209,120
Net Assets
$5,447,255
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $152,851
28.8%
Sales of Assets $378,288
71.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $295,779
91.9%
Compensation of Officers* $24,167
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,447,255
Total Liabilities $0
Net Assets $5,447,255
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $24,167 $0

Document Links

990-PF
Filed on Aug. 26, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$135,466
Expenses
$246,473
Net Income
-$111,007
Net Assets
$5,243,651
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $134,413
99.2%
Sales of Assets -$12,397
Other Income $13,450
9.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,078
91.3%
Compensation of Officers* $21,487
8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,243,651
Total Liabilities $0
Net Assets $5,243,651
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $21,487 $0

Document Links

990-PF
Filed on June 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$143,236
Expenses
$373,914
Net Income
-$517,150
Net Assets
$5,356,534
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $105,359
Sales of Assets -$248,595
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $326,954
87.4%
Compensation of Officers* $21,659
5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,356,534
Total Liabilities $0
Net Assets $5,356,534
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $21,659 $0

Document Links

990-PF
Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,165,480
Expenses
$318,431
Net Income
$847,049
Net Assets
$5,873,163
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $112,296
9.6%
Sales of Assets $1,053,184
90.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $290,280
91.2%
Compensation of Officers* $22,872
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,873,163
Total Liabilities $0
Net Assets $5,873,163
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $22,872 $0

Document Links

990-PF
Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$400,633
Expenses
$303,888
Net Income
$96,745
Net Assets
$4,993,295
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $91,920
22.9%
Sales of Assets $308,713
77.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $279,749
92.1%
Compensation of Officers* $20,443
6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,993,296
Total Liabilities $1
Net Assets $4,993,295
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $20,443 $0

Document Links

990-PF
Filed on March 31, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$259,249
Expenses
$249,173
Net Income
$10,076
Net Assets
$4,930,436
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $120,792
46.6%
Sales of Assets $136,649
52.7%
Other Income $1,808
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $232,582
93.3%
Compensation of Officers* $20,183
8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,930,437
Total Liabilities $1
Net Assets $4,930,436
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $20,183 $0

Document Links

990-PF
Filed on Aug. 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$374,830
Expenses
$299,457
Net Income
$75,373
Net Assets
$4,950,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $101,777
27.2%
Sales of Assets $273,053
72.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $267,254
89.2%
Compensation of Officers* $20,456
6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,950,941
Total Liabilities $0
Net Assets $4,950,941
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $20,456 $0

Document Links

990-PF
Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$168,178
Expenses
$332,772
Net Income
-$164,594
Net Assets
$4,937,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $111,233
66.1%
Sales of Assets $56,945
33.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $309,967
93.1%
Compensation of Officers* $18,536
5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,937,360
Total Liabilities $0
Net Assets $4,937,360
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $18,536 $0

Document Links

990-PF
Filed on July 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,415,322
Expenses
$442,781
Net Income
$972,541
Net Assets
$5,085,667
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $108,689
7.7%
Sales of Assets $1,306,633
92.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $410,972
92.8%
Compensation of Officers* $17,560
4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,085,667
Total Liabilities $0
Net Assets $5,085,667

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$516,367
Expenses
$140,253
Net Income
$376,114
Net Assets
$4,060,651
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $93,800
18.2%
Sales of Assets $422,567
81.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $128,663
91.7%
Compensation of Officers* $9,734
6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,060,651
Total Liabilities $0
Net Assets $4,060,651

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$250,675
Expenses
$373,248
Net Income
-$122,573
Net Assets
$3,686,505
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $113,883
45.4%
Sales of Assets $136,792
54.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $364,569
97.7%
Compensation of Officers* $7,213
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,686,505
Total Liabilities $0
Net Assets $3,686,505

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$229,340
Expenses
$213,458
Net Income
$15,882
Net Assets
$3,806,849
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,961
41.8%
Sales of Assets $133,221
58.1%
Other Income $158
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $206,941
96.9%
Compensation of Officers* $7,643
3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,806,849
Total Liabilities $0
Net Assets $3,806,849

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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