James M and Cathleen D Stone Family 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 $1.4M in total assets. In 2024, it awarded 1 grants totaling $2.5M. Net investment income was $658K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-68.1% YoY
Annual Giving
$2.5M
-48.2% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$2.5M
+3.6% YoY
Under IRS private-foundation payout rules, James M and Cathleen D Stone Family reported a distributable amount of $156K for 2024 — the minimum it must pay out in qualifying distributions.
About James M and Cathleen D Stone Family
Based on IRS filings
James M and Cathleen D Stone Family 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 $1.4M in total assets. In 2024, it awarded 1 grants totaling $2.5M. Net investment income was $658K.
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 | $1,365,196 | $4,273,486 | $8,055,068 |
| Revenue | $670,555 | $1,695,190 | $16,240,815 |
| Expenses | $2,928,553 | $5,103,045 | $4,999,925 |
| Qualifying Distributions | $2,910,392 | — | — |
| Net Investment Income | $657,969 | $1,085,190 | $593,616 |
| Distributable Amount | $155,637 | — | — |
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
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boston Foundation Inc ($2,512,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON FOUNDATION INC BOSTON, MA | PROGRAM SUPPORT | $2,512,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| M LEE PELTON | CLERK & TRUSTEE | 1 | — |
| JENNIFER PACHUS | TRUSTEE | 1 | — |
| CATHLEEN D STONE | PRESIDENT & TRUSTEE | 1 | — |
| JAMES M STONE | CHAIR & TRUSTEE | 1 | — |
| JAMES N BAILEY | TREASURER & TRUSTEE | 1 | — |
| STEPHEN KINZER | TRUSTEE | 1 | — |
| JOHN MONTGOMERY | TRUSTEE | 1 | — |
| SONJA PLESSET | EXECUTIVE DIRECTOR | 10 | $90,772 |
| ERIN MACGOWAN | ASSISTANT TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James M and Cathleen D Stone Family?
James M and Cathleen D Stone Family is a private foundation focused on Science & Technology, based in BOSTON, MA. It holds $1.4M in total assets as of 2024.
How large is James M and Cathleen D Stone Family?
As of 2024, James M and Cathleen D Stone Family holds $1.4M in total assets with $671K in annual revenue. It awarded 1 grants totaling $2.5M in 2024.
Where does James M and Cathleen D Stone Family operate?
James M and Cathleen D Stone Family has awarded grants in Massachusetts.
What size grants does James M and Cathleen D Stone Family award?
In 2024, James M and Cathleen D Stone Family awarded 1 grants totaling $2.5M — an average of about $2.5M per grant, based on its IRS Form 990 filings.
How much is James M and Cathleen D Stone Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James M and Cathleen D Stone Family reported a distributable amount of $156K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James M and Cathleen D Stone Family's EIN?
James M and Cathleen D Stone Family's EIN (Employer Identification Number) is 04-3246517. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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