Alan Stone Family Charitable Foundation
The Alan Stone Family Charitable Foundation is a private foundation based in Chicago, Illinois. Its 2019 filing is marked as a final return, indicating that it appears to have wound down or stopped grantmaking.
Alan Stone Family Charitable Foundation at a glance
In short: Alan Stone Family Charitable Foundation gave $3.7M across 47 grants in 2019 (avg $78K), mostly in Florida. Source: 2019 IRS Form 990-PF.
- Annual giving (2019)
- $3,672,387
- Grants made (2019)
- 47
- Average grant
- $78,136
- Median grant
- $64,401
- Primary geography
- Florida (56% of itemized 2019 grant dollars)
- Latest 990 filing
- Form 990-PF, 2019 View filing
Data from IRS Form 990-PF, 2019; updated September 2026.
How to apply to Alan Stone Family Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The 2019 filing states that the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. As the filing is marked final, this should not be taken as a current application process.
- Contact
Mailing address: 10 S Wacker Drive, Chicago, IL 60606
Phone: (312) 207-6456
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Alan Stone Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2019
The largest 2019 recipient was Schwab Charitable ($2.4M across 24 grants). Together the top 2 received $3.7M.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was in the $50–100K range: 21 grants of 47 (45%).
Geographic Focus
Where this funder awards grants
In 2019, 56% of grant dollars went to recipients in Florida, 35% to Illinois, and 9% to New York.
Grant Distribution by State
Share of 2019 grant dollars across all 47 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2019 it made 47 grants totaling $3.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Metropolitan C Chicago, IL | Donor Advised Fund | $263,030 |
| Schwab Charitable Orlando, FL | Donor Advised Fund | $228,107 |
| Schwab Charitable New York, NY | Donor Advised Fund | $227,436 |
| Schwab Charitable Orlando, FL | donor advised fund | $150,303 |
| Schwab Charitable Orlando, FL | donor advised fund | $129,114 |
| Schwab Charitable Orlando, FL | donor advised fund | $128,442 |
| Schwab Charitable Orlando, FL | donor advised fund | $127,258 |
| Schwab Charitable Orlando, FL | donor advised fund | $111,302 |
| Jewish Federation of Metropolitan C Chicago, IL | Donor Advised Fund | $100,937 |
| Schwab Charitable New York, NY | Donor Advised Fund | $99,900 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2019 | $100,169 | $3,707,829 | $3,672,387 | 47 | $80,120 | $78,313 |
Under IRS private-foundation payout rules, Alan Stone Family Charitable Foundation reported a distributable amount of $78K for 2019 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In 2019, the foundation reported 47 grants totaling $3,672,387. Grant amounts ranged from $11,818 to $263,030, with a median of $64,401. Among its largest grants were $263,030 to Jewish Federation of Metropolitan C in Chicago for a donor-advised fund, $228,107 to Schwab Charitable in Orlando for a donor-advised fund, and $227,436 to Schwab Charitable in New York for a donor-advised fund.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2019 filing lists Harry B Rosenberg as president, Joan B Stone as director, and Mel Justak as secretary.
Alan Stone Family Charitable Foundation is led by Harry B Rosenberg, President on the 2019 filing; none of the 3 officers listed in 2019 report compensation.
Officers on the 2019 filing
Harry B Rosenberg
President
New on the 2019 filing
0.3 hrs/week
No compensation reported
Joan B Stone
Director
New on the 2019 filing
0.3 hrs/week
No compensation reported
Mel Justak
Secretary
New on the 2019 filing
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Alan Stone Family Charitable Foundation
How much does Alan Stone Family Charitable Foundation give each year?
Alan Stone Family Charitable Foundation gave $3.7M across 47 grants in 2019, according to its 2019 IRS Form 990-PF.
What is Alan Stone Family Charitable Foundation's typical grant size?
Alan Stone Family Charitable Foundation's median grant in 2019 was $64,401, and its average grant was $78,136, across 47 grants on its 2019 IRS Form 990-PF.
Where does Alan Stone Family Charitable Foundation give grants?
Alan Stone Family Charitable Foundation gives mostly in Florida: 56% of the grant dollars itemized on its 2019 IRS Form 990-PF went to recipients there. The next largest states were Illinois (35%) and New York (9%). The most frequent recipient cities were Chicago, IL (23 grants), Orlando, FL (22 grants) and New York, NY (2 grants).
Does Alan Stone Family Charitable Foundation give general operating support?
Not in 2019: none of the 47 grants with a stated purpose on Alan Stone Family Charitable Foundation's 2019 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donor Advised Fund" (47 grants).
How do I apply for a grant from Alan Stone Family Charitable Foundation?
The 2019 filing states that the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Alan Stone Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2019, Alan Stone Family Charitable Foundation reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Alan Stone Family Charitable Foundation's EIN?
Alan Stone Family Charitable Foundation's EIN (Employer Identification Number) is 36-4015778. IRS Form 990 filing data is available on this page for 2019.
Does Alan Stone Family Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 25, 2020)
- IRS filings on file for fiscal year 2019
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