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

Under IRS private-foundation payout rules, Albert H & Reuben S Stone Fund reported a distributable amount of $171K for 2024 — the minimum it must pay out in qualifying distributions.

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

Among its reported 2024 grants, the largest include University of Massachusetts ($45,000), Fitchburg University ($13,750), Worcester State Univeersity ($12,500).

RecipientPurposeAmount
Assumption College Worcester, MAScholarships$3,500
Bridgewater State University Bridgewater, MAScholarships$6,500
Curry College Milton, MAScholarships$3,500
Fitchburg University Fichburg, MAScholarships$13,750
Mount Wachusett Community College Gardner, MAScholarships$5,750
Nichols College Dudley, MAScholarships$1,000
Northeastern University Boston, MAScholarships$750
Purdue University West Lafayette, INScholarships$1,500
Providence College Providence, RIScholarships$3,500
Saint Anselm College Manchester, NHScholarships$1,250

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

Frequently Asked Questions

What does Albert H & Reuben S Stone Fund fund?

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.

How do I apply for a grant from Albert H & Reuben S Stone Fund?

The Albert H & Reuben S Stone Fund is an active grantmaker focused on scholarship distribution: • **Grant Volume**: In 2023, the fund made 47 grants totaling approximately $150,675. In 2020, the foundation awarded about 83 scholarships totaling approximately $154,200. • **Recent Grant Recipients**: Recent scholarship grants have been awarded to institutions including Saint Anselm College ($7,000 in 2023), Framingham State University ($5,750 in 2023), Northeastern University, and the University …

Where does Albert H & Reuben S Stone Fund make 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.

What size grants does Albert H & Reuben S Stone Fund award?

In 2024, Albert H & Reuben S Stone Fund awarded 33 grants totaling $156K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Albert H & Reuben S Stone Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Albert H & Reuben S Stone Fund reported a distributable amount of $171K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Albert H & Reuben S Stone Fund's EIN?

Albert H & Reuben S Stone Fund's EIN (Employer Identification Number) is 04-6050419. IRS Form 990 filing data is available on this page for 2020–2024.

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

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