James M and Cathleen D Stone Family Foundation Inc
James M and Cathleen D Stone Family Foundation Inc is a private foundation focused on Science & Technology, based in Boston, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 2 grants totaling $3.7M. Net investment income was $1.1M.
James M and Cathleen D Stone Family Foundation Inc at a glance
In short: James M and Cathleen D Stone Family Foundation Inc gave $3.7M across 2 grants in 2024 (avg $1.9M), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,737,000
- Grants made (2024)
- 2
- Average grant
- $1,868,500
- Median grant
- $1,868,500
- Total assets
- $2,329,780
- -45.5% vs 2023
- Primary geography
- Massachusetts (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. Covers 18 months (fiscal year-end changed).
Who James M and Cathleen D Stone Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Boston Foundation Inc ($3.7M across 2 grants).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 8 (63%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How James M and Cathleen D Stone Family Foundation Inc gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $3.7M (2021) to $4.8M (2023). In 2024 it made 2 grants totaling $3.7M.
*2024: Covers 18 months (fiscal year-end changed).
Grants by year
Grant recipients and amounts by year
*2024: Covers 18 months (fiscal year-end changed).
| Recipient | Purpose | Amount |
|---|---|---|
| Boston Foundation Inc Boston, MA | Program Support | $2,512,000 |
| Boston Foundation Inc Boston, MA | Program Support | $1,225,000 |
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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* | $2,329,780 | $3,129,487 | $4,422,865 | $3,737,000 | 2 | $4,390,492 | $1,112,721 | $217,464 |
| 2023 | $4,273,486 | $1,695,190 | $5,103,045 | $4,848,000 | 2 | — | $1,085,190 | — |
| 2022 | $8,055,068 | $16,240,815 | $4,999,925 | $4,729,000 | 2 | — | $593,616 | — |
| 2021 | $262,207 | $3,735,238 | $3,792,476 | $3,699,000 | 2 | — | $238 | — |
*2024: Covers 18 months (fiscal year-end changed).
Under IRS private-foundation payout rules, James M and Cathleen D Stone Family Foundation Inc reported a distributable amount of $217K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James M and Cathleen D Stone Family Foundation Inc is led by Sonja Plesset, Executive Director on the 2024 filing; 1 of 9 officers listed in 2024 is compensated.
Officers on the 2024 filing
Sonja Plesset
Executive Director
New on the 2024 filing
11 hrs/week
$66K (2024)
Cathleen D. Stone
President & Trustee
On filings since 2021
1 hr/week
No compensation reported
James M. Stone
Chair & Trustee
On filings since 2021
1 hr/week
No compensation reported
James N. Bailey
Treasurer & Trustee
On filings since 2021
1 hr/week
No compensation reported
John Montgomery
Trustee
On filings since 2021
1 hr/week
No compensation reported
Stephen Kinzer
Trustee
On filings since 2021
1 hr/week
No compensation reported
Jennifer Pachus
Trustee
On filings since 2022
1 hr/week
No compensation reported
M. Lee Pelton
Clerk & Trustee
On filings since 2022
1.5 hrs/week
No compensation reported
Erin Macgowan
Assistant Treasurer
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Paul S. Grogan (2021–2022) — Clerk & Trustee
- Former: Roger Cheever (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $66K, to Sonja Plesset (Executive Director).
Frequently asked questions about James M and Cathleen D Stone Family Foundation Inc
How much does James M and Cathleen D Stone Family Foundation Inc give each year?
James M and Cathleen D Stone Family Foundation Inc gave $3.7M across 2 grants in 2024, according to its 2024 IRS Form 990-PF. The 2024 filing year covers 18 months because its fiscal year-end changed. In 2023 it gave $4.8M across 2 grants.
How large is James M and Cathleen D Stone Family Foundation Inc?
James M and Cathleen D Stone Family Foundation Inc reported $2.3M in total assets on its 2024 IRS Form 990-PF. It paid out $4.4M in qualifying distributions that year, against a required minimum of $217K (roughly 5% of its investment assets).
What is James M and Cathleen D Stone Family Foundation Inc?
James M and Cathleen D Stone Family Foundation Inc is a private foundation focused on Science & Technology, based in Boston, MA. It holds $2.3M in total assets as of 2024.
Where does James M and Cathleen D Stone Family Foundation Inc operate?
James M and Cathleen D Stone Family Foundation Inc has awarded grants in Massachusetts.
What is James M and Cathleen D Stone Family Foundation Inc's EIN?
James M and Cathleen D Stone Family Foundation Inc's EIN (Employer Identification Number) is 04-3246517. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2021–2024
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Figures come from James M and Cathleen D Stone Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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