Barbara & Peter Stone Family
Barbara & Peter Stone Family is a private foundation, based in Fond Du Lac, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.6M in total assets. In 2024, it awarded 1 grant totaling $3.8M. Net investment income was $1.4M.
Barbara & Peter Stone Family at a glance
In short: Barbara & Peter Stone Family gave $3.8M across 1 grant in 2024 (avg $3.8M), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,753,500
- +2.9% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $3,753,500
- +2.9% vs 2023
- Median grant
- $3,753,500
- Total assets
- $16,623,654
- -12.5% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Barbara & Peter Stone Family funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
How Barbara & Peter Stone Family gives
- Giving grew 42% from 2021 to 2024. Method
- In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2.0M (2020) to $3.8M (2024). In 2024 it made 1 grant totaling $3.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Schedule See Attached Schedule, WI | See Attached Schedule | $3,753,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $16,623,654 | $1,453,764 | $3,824,614 | $3,753,500 | 1 | $3,753,500 | $1,392,187 | $4,191,593 |
| 2023 | $18,994,504 | $-330,703 | $3,774,324 | $3,648,000 | 1 | $3,648,000 | $651,475 | $3,799,046 |
| 2022 | $23,099,531 | $1,169,946 | $3,844,891 | $3,678,000 | 1 | $3,678,000 | $1,053,726 | $3,683,028 |
| 2021 | $25,774,476 | $5,409,579 | $2,910,870 | $2,650,000 | 1 | $2,650,000 | $5,224,209 | $3,621,114 |
| 2020 | $23,275,767 | $6,985,768 | $2,259,385 | $2,037,500 | 1 | — | $6,854,508 | $2,644,194 |
Under IRS private-foundation payout rules, Barbara & Peter Stone Family reported a distributable amount of $4.2M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Barbara & Peter Stone Family is led by Barbara S. Stone, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Barbara S. Stone
President
On filings since 2020
No compensation reported
Peter E. Stone
V-President
On filings since 2020
No compensation reported
Eric P. Stone
Treasurer
On filings since 2020
No compensation reported
S. Adam Stone
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Barbara & Peter Stone Family
How much does Barbara & Peter Stone Family give each year?
Barbara & Peter Stone Family gave $3.8M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.6M across 1 grant.
How large is Barbara & Peter Stone Family?
Barbara & Peter Stone Family reported $16.6M in total assets on its 2024 IRS Form 990-PF. It paid out $3.8M in qualifying distributions that year, against a required minimum of $4.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Barbara & Peter Stone Family operate?
Barbara & Peter Stone Family has awarded grants in Wisconsin.
What is Barbara & Peter Stone Family's EIN?
Barbara & Peter Stone Family's EIN (Employer Identification Number) is 82-3781813. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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