J Ralph and Lois Stone Family Foundation
J Ralph and Lois Stone is a private foundation based in Rocklin, California. Its 2023 filing is marked as the organization’s final return, so it appears to have wound down or stopped grantmaking.
Key facts about J Ralph and Lois Stone Family Foundation
In short: J Ralph and Lois Stone Family Foundation gave $4.9M across 21 grants in 2023 (avg $232K), mostly in Pennsylvania. 5% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- EIN
- 68-0105540
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $4,879,258
- Grants made (2023)
- 21
- Average grant
- $232,346
- Median grant
- $10,000
- New grantees (estimate)
- 5% first-time grantees (1 of 20, 2023; small sample)
- Primary geography
- Pennsylvania (95% of itemized 2023 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$4.9M
+1891.5% YoY
Grant Count
21
+5.0% YoY
Avg Grant Size
$232K
+1796.7% YoY
Under IRS private-foundation payout rules, J Ralph and Lois Stone Family Foundation reported a distributable amount of $198K for 2023 — the minimum it must pay out in qualifying distributions.
Is J Ralph and Lois Stone Family Foundation open to new grantees?
5%
first-time grantees, 2023
In 2023, 1 of 20 grantees (5%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $4.6M; repeat grants $13K. How we count
Medians: $4.6M first-time, $10K repeat.
- 95% of 2023 grantees were also funded in 2022. Method
- Giving grew 2340% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2023 grants included support for organizations working in areas such as food assistance, inclusive recreation, and environmental education. For example, Redwood Empire Food Bank describes its work as feeding neighbors in need and leading efforts to end hunger; Achieve Tahoe says it provides affordable, inclusive physical and recreational activities; and United Anglers of Casa Grande says it promotes environmental awareness through education and hands-on experience.
Grantmaking
In 2023, the foundation reported 21 grants totaling $4,879,258. Grant amounts ranged from $5,000 to $4,553,169, with a median of $10,000. The largest grants were $4,553,169 and $86,089 to National Philanthropic Trust, both for “continue charitable.” Other reported grants included $25,000 to Down Syndrom Connect and $20,000 each to Friday Night Out, Meals on Wheels, Red Cross Sonoma, Redwood Empire Food Bank, and Santa Rosa Rotary, all for general support.
National Philanthropic Trust describes itself as a public charity that administers donor-advised funds and helps donors pursue their philanthropic goals. Redwood Empire Food Bank describes its work as distributing food through community sites and hunger-relief partners. These are grantees’ stated missions, not the foundation’s.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with J Ralph and Lois Stone Family Foundation?
Geographic Focus
Where this funder awards grants
In 2023, 95% of grant dollars went to recipients in Pennsylvania and 5% to recipients in California.
Grant Distribution by State
Share of 2023 grant dollars across all 21 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $180K (2021) to $4.9M (2023). In 2023 it made 21 grants totaling $4.9M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was National Philanthropic Trust ($4.6M across 2 grants). Together the top 10 received $4.8M.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 96 grants of 98 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Philanthropic Trust Jenkintown, PA | Continue Charitable | $4,553,169 |
| National Philanthropic Trust Jenkintown, PA | Continue Charitable | $86,089 |
| Down Syndrom Connect Danville, CA | General Support | $25,000 |
| Friday Night Out Danville, CA | General Support | $20,000 |
| Meals on Wheels Santa Rosa, CA | General Support | $20,000 |
| Red Cross Sonoma Santa Rosa, CA | General Support | $20,000 |
| Redwood Empire Food Bank Santa Rosa, CA | General Support | $20,000 |
| Santa Rosa Rotary Santa Rosa, CA | General Support | $20,000 |
| Achieve Tahoe Truckee, CA | General Support | $15,000 |
| Canine Companions Santa Rosa, CA | General Support | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2023 | Not provided | $298,280 | $4,913,593 | $4,879,258 |
| 2022 | $822,083 | $92,514 | $259,082 | $245,000 |
| 2021 | $988,651 | −$57,216 | $187,950 | $180,000 |
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $822,083 | $988,651 |
| Revenue | $298,280 | $92,514 | $-57,216 |
| Expenses | $4,913,593 | $259,082 | $187,950 |
| Qualifying Distributions | $4,899,577 | $251,701 | $185,269 |
| Net Investment Income | $284,265 | $237,934 | $110,925 |
| Distributable Amount | $197,725 | $210,180 | $228,559 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 10, 2020)
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Robin Stone Smith as president, Megan Portoni as vice president, and Gregory R Stone as secretary.
J Ralph and Lois Stone Family Foundation is led by Robin Stone Smith, President on every filing since 2022; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Robin Stone Smith
President
On filings since 2022
No compensation reported
Gregory R. Stone
Secretary
On filings since 2019
No compensation reported
Megan Portoni
Vice President
On filings since 2022
No compensation reported
Former officers (1)
- Former: Robert G. Stone (2019–2021) — President
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 3863 Fenway Circle, Rocklin, CA 95677
Phone: (707) 539-9955
Frequently asked questions about J Ralph and Lois Stone Family Foundation
How much does J Ralph and Lois Stone Family Foundation give each year?
J Ralph and Lois Stone Family Foundation gave $4.9M across 21 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $245K across 20 grants.
What is J Ralph and Lois Stone Family Foundation's typical grant size?
J Ralph and Lois Stone Family Foundation's median grant in 2023 was $10,000, and its average grant was $232,346, across 21 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from J Ralph and Lois Stone Family Foundation that year got $4.6M on average.
Where does J Ralph and Lois Stone Family Foundation give grants?
J Ralph and Lois Stone Family Foundation gives mostly in Pennsylvania: 95% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Rosa, CA (9 grants), Danville, CA (3 grants) and Jenkintown, PA (2 grants).
Does J Ralph and Lois Stone Family Foundation give general operating support?
Yes: 90% of J Ralph and Lois Stone Family Foundation's 2023 grants with a stated purpose (19 of 21) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are J Ralph and Lois Stone Family Foundation's largest grantees?
J Ralph and Lois Stone Family Foundation's largest 2023 grantees include National Philanthropic Trust ($4,639,258 across 2 grants), Down Syndrom Connect ($25,000) and Friday Night Out ($20,000), according to its 2023 IRS Form 990-PF. Together they received 96% of its itemized 2023 grant dollars.
What does J Ralph and Lois Stone Family Foundation fund?
No mission statement for the foundation is provided. Its 2023 grants included support for organizations working in areas such as food assistance, inclusive recreation, and environmental education. See mission & focus areas ↑
How do I apply for a grant from J Ralph and Lois Stone Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is J Ralph and Lois Stone Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, J Ralph and Lois Stone Family Foundation reported a distributable amount of $198K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is J Ralph and Lois Stone Family Foundation's EIN?
J Ralph and Lois Stone Family Foundation's EIN (Employer Identification Number) is 68-0105540. IRS Form 990 filing data is available on this page for 2019–2023.
Does J Ralph and Lois Stone Family 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.
Here's the math on researching J Ralph and Lois Stone Family Foundation by hand.
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