Albert H & Reuben S Stone Fund

GARDNER, MA EIN: 04-6050419

The Albert H & Reuben S Stone Fund is a private foundation located in Gardner, Massachusetts. Established in 1948 and tax-exempt since August 1951, the fund operates as a 501(c)(3) organization with no employees. The foundation's primary focus is awarding scholarships to support education.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+0.8% YoY

Annual Giving

$156K

-8.6% YoY

Grant Count

33

-10.8% YoY

Avg Grant Size

$5K

+2.4% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The fund's stated purpose is to grant scholarships to worthy children who are residents of Gardner, Massachusetts, and to institutions located in the city of Gardner that benefit worthy children of the community. The foundation exclusively funds scholarship programs.

Grantmaking

The Albert H & Reuben S Stone Fund is an active grantmaker focused on scholarship distribution:

Grant Types

**: All grants are scholarships to individuals and educational institutions

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Geographic Focus

Where this funder awards grants

The fund primarily serves Gardner, Massachusetts, with a specific focus on scholarships for worthy children who are residents of Gardner and grants to local institutions that benefit Gardner's youth.

Grant Distribution by State

16states
+8 more states

Cities

AmherstAnn ArborAshlandBarnstableBaton RougeBeverlyBiddefordBostonBridgewaterBuzzards BayCambridgeChapel HillChapel HilleChicopeeClemsonColumbusDudleyDurhamEastonFairfield

Financial History

Multi-year comparison from IRS filings

As of December 2023:

  • Total Assets: $2,340,547
  • Total Revenues: $148,238
  • Total Expenses: $209,875
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$59K$118K$176K$235K20202021202220232024
Metric202420232022
Total Assets$2,358,181$2,340,547$2,403,670
Revenue$213,693$148,238$160,065
Expenses$197,131$209,875$186,229
Qualifying Distributions$172,453$186,400$165,631
Net Investment Income$74,094$72,973$139,467
Distributable Amount$171,150$169,346$160,696

Giving Over Time

Total grant dollars and number of grants per year

$0$43K$85K$128K$171K47 grants202040 grants202134 grants202237 grants202333 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

University of Massachuse…$45KFitchburg University$14KWorcester State Univeers…$13KFramingham State Univers…$9KBridgewater State Univer…$7KMount Wachusett Communit…$6KUniversity of Mass Lowell$5KUniversity of Mass Boston$5KUniveristy of North Caro…$5KUniversity of Maine$4K

Grant Size Distribution

191 grants across all recorded years

191<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Donna J Belle-IsleTrustee$9KCarlton E NicholsTrustee$9KCatherine T NicholsTrustee$9K

From 2024 filing

NameTitleHoursCompensation
Carlton E NicholsTrustee3$8,980
Catherine T NicholsTrustee3$8,980
Donna J Belle-IsleTrustee3$9,150

Contact Information

  • Address: 31 Lake Street, Suite 181, Gardner, MA 01440
  • Telephone: 978-630-2800
  • EIN: 04-6050419

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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