Barbara & Peter Stone Family
Barbara & Peter Stone Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $3.8M. Net investment income was $1.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.6M
-12.5% YoY
Annual Giving
$3.8M
+2.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3.8M
+2.9% YoY
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.
About Barbara & Peter Stone Family
Based on IRS filings
Barbara & Peter Stone Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $3.8M. Net investment income was $1.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,623,654 | $18,994,504 | $23,099,531 |
| Revenue | $1,453,764 | $-330,703 | $1,169,946 |
| Expenses | $3,824,614 | $3,774,324 | $3,844,891 |
| Qualifying Distributions | $3,753,500 | $3,648,000 | $3,678,000 |
| Net Investment Income | $1,392,187 | $651,475 | $1,053,726 |
| Distributable Amount | $4,191,593 | $3,799,046 | $3,683,028 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached Schedule ($3,753,500).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED SCHEDULE SEE ATTACHED SCHEDULE, WI | SEE ATTACHED SCHEDULE | $3,753,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARBARA S STONE | PRESIDENT | — | — |
| PETER E STONE | V-PRESIDENT | — | — |
| ERIC P STONE | TREASURER | — | — |
| S ADAM STONE | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Barbara & Peter Stone Family?
Barbara & Peter Stone Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FOND DU LAC, WI. It holds $16.6M in total assets as of 2024.
How large is Barbara & Peter Stone Family?
As of 2024, Barbara & Peter Stone Family holds $16.6M in total assets with $1.5M in annual revenue. It awarded 1 grants totaling $3.8M in 2024.
Where does Barbara & Peter Stone Family operate?
Barbara & Peter Stone Family has awarded grants in Wisconsin.
What size grants does Barbara & Peter Stone Family award?
In 2024, Barbara & Peter Stone Family awarded 1 grants totaling $3.8M — an average of about $3.8M per grant, based on its IRS Form 990 filings.
How much is Barbara & Peter Stone Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Barbara & Peter Stone Family reported a distributable amount of $4.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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