J Ralph and Lois Stone

ROCKLIN, CA EIN: 68-0105540

053003 type: exa:news title: OSU trustees accept funds, approve university matters - 05/30/03

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

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 reported a distributable amount of $198K for 2023 — 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 foundation's giving priorities include:

  • Arts
  • Health and human services
  • Education
  • Philanthropy, voluntarism, and grantmaking
  • Food pantries
  • Intellectual and developmental disabilities
  • Volunteer grants

Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Boulder CreekCranfordDanvilleDoylestownJenkintownKenwoodNicasioOrangevalePasadenaPetalumaPleasantSan DiegoSanta RosaSebastopolTruckee

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2023:

  • Total Assets: $0
  • Total Giving: $4,879,258
  • Total Expenses: $4.91 million
  • Total Revenue: $298,000

As of Fiscal Year 2022:

  • Total Assets: $822,100
  • Total Investments: $764,800
  • Total Revenue: $92,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M2020202120222023
Metric202320222021
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

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$4M$5M19 grants202017 grants202120 grants202221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

NATIONAL PHILANTHROPIC T…$4.6MNATIONAL PHILANTHROPIC T…$86KDOWN SYNDROM CONNECT$25KFRIDAY NIGHT OUT$20KMEALS ON WHEELS$20KRED CROSS SONOMA$20KREDWOOD EMPIRE FOOD BANK$20KSANTA ROSA ROTARY$20KACHIEVE TAHOE$15KCANINE COMPANIONS$15K

Grant Size Distribution

77 grants across all recorded years

75<$50K1$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include National Philanthropic Trust ($4,553,169), National Philanthropic Trust ($86,089), Down Syndrom Connect ($25,000).

RecipientPurposeAmount
ACHIEVE TAHOE TRUCKEE, CAGENERAL SUPPORT$15,000
BOY SCOUTS OF AMERICA ORANGEVALE, CAGENERAL SUPPORT$5,000
BOYS & GIRLS CLUB OF SANTA ROSA SANTA ROSA, CAGENERAL SUPPORT$10,000
CAMP PALS DOYLESTOWN, PAGENERAL SUPPORT$5,000
CANINE COMPANIONS SANTA ROSA, CAGENERAL SUPPORT$15,000
CASA OF SONOMA KENWOOD, CAGENERAL SUPPORT$10,000
CERES COMMUNITY PROJECT SEBASTOPOL, CAGENERAL SUPPORT$10,000
COMMUNITY FOUNDATION OF SONOMA SANTA ROSA, CAGENERAL SUPPORT$5,000
COMMUNITY OF CHRIST - NOVATO YOUTH NICASIO, CAGENERAL SUPPORT$10,000
DOWN SYNDROM CONNECT DANVILLE, CAGENERAL SUPPORT$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
GREGORY R STONESECRETARY
ROBIN STONE SMITHPRESIDENT
MEGAN PORTONIVICE PRESIDENT

Frequently Asked Questions

What does J Ralph and Lois Stone fund?

The foundation's giving priorities include: • Arts • Health and human services • Education • Philanthropy, voluntarism, and grantmaking • Food pantries • Intellectual and developmental disabilities • Volunteer grants

How do I apply for a grant from J Ralph and Lois Stone?

**Grant Amounts:** Typical awards range from $5,000 to $4,553,169. **Total Giving:** The foundation distributed $4,879,258 in grants during fiscal year 2023. **Geographic Focus:** The foundation primarily funds organizations in California and Pennsylvania.

What size grants does J Ralph and Lois Stone award?

In 2023, J Ralph and Lois Stone awarded 21 grants totaling $4.9M — an average of about $232K per grant, based on its IRS Form 990 filings.

How much is J Ralph and Lois Stone required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, J Ralph and Lois Stone 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's EIN?

J Ralph and Lois Stone's EIN (Employer Identification Number) is 68-0105540. IRS Form 990 filing data is available on this page for 2020–2023.

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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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