James M Stoneman Charitable Fund
The James M Stoneman Charitable Fund is a private foundation based in Boston, Massachusetts. Its 2025 grants supported organizations including a college, hospitals, schools, a museum, and other charitable organizations.
James M Stoneman Charitable Fund at a glance
In short: James M Stoneman Charitable Fund gave $4.2M across 17 grants in 2025 (avg $248K), mostly in Massachusetts. 24% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,214,330
- -20.5% vs 2024
- Grants made (2025)
- 17
- +0.0% vs 2024
- Average grant
- $247,902
- -20.5% vs 2024
- Median grant
- $25,000
- Total assets
- $29,608,239
- -4.3% vs 2024
- New grantees (estimate)
- 24% first-time grantees (4 of 17, 2025; small sample)
- Primary geography
- Massachusetts (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to James M Stoneman Charitable Fund
- Accepts unsolicited proposals
- No
- How to Apply
-
The fund does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: One International Place 32Nd Floor, Boston, MA 02110
Phone: (617) 345-4500
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who James M Stoneman Charitable Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Boston College ($2.9M). Together the top 10 received $4.2M.
Grant Size Distribution
72 grants across all recorded years
The most common grant size was under $50K: 40 grants of 72 (56%).
Geographic Focus
Where this funder awards grants
In 2025, 98% of grant dollars went to recipients in Massachusetts, 1% each to Florida and Tennessee, and less than 1% each to New York and Connecticut. The 2025 grant records also include grants to organizations in Arkansas and Texas.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is James M Stoneman Charitable Fund open to new grantees?
24%
first-time grantees, 2025
In 2025, 4 of 17 grantees (24%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $2K; repeat grants $324K. How we count
Medians: $1K first-time, $50K repeat.
- 76% of 2025 grantees were also funded in 2024. Method
- Giving grew 95% from 2022 to 2025. Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.5M (2021) to $5.3M (2024). In 2025 it made 17 grants totaling $4.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boston College Chestnut Hill, MA | General Support | $2,900,000 |
| Brigham and Womens Hospital Boston, MA | General Support | $550,000 |
| CCHC Foundation Hyannis, MA | General Support | $200,000 |
| Friends of the Heights Chesnut Hill, MA | General Support | $200,000 |
| Park Street School Boston, MA | General Support | $200,000 |
| Boca Raton Regional Hospital Foundation Boca Raton, FL | General Support | $50,000 |
| Catholic Schools Foundation Boston, MA | General Support | $50,000 |
| Heritage Museum Sanwich, MA | General Support | $25,000 |
| Vanderbilt University Nashville, TN | General Support | $25,000 |
| Iona Preparatory Upper School New Rochelle, NY | General Support | $5,000 |
Ready to take the next step with James M Stoneman Charitable Fund?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $29,608,239 | $3,442,446 | $4,893,859 | $4,214,330 | 17 | $4,237,444 | $2,885,918 | $4,815,884 |
| 2024 | $30,923,549 | $3,255,305 | $5,947,912 | $5,300,915 | 17 | $5,329,996 | $2,703,510 | $4,242,482 |
| 2023 | $33,585,243 | $2,401,351 | $2,728,551 | $2,127,295 | 13 | $2,138,435 | $1,843,295 | $3,662,995 |
| 2022 | $33,593,745 | $2,025,949 | $2,694,415 | $2,162,830 | 16 | $2,162,830 | $1,520,584 | $4,026,261 |
| 2021 | $34,023,885 | $-1,789,408 | $1,988,767 | $1,491,335 | 9 | — | $807,671 | $3,403,141 |
| 2020 | $38,875,769 | $969,928 | $3,192,486 | $2,733,000 | 11 | — | $975,129 | $3,232,295 |
| 2019 | $41,082,291 | $1,973,725 | $3,235,451 | $2,750,000 | 7 | — | $1,564,251 | $3,044,445 |
Under IRS private-foundation payout rules, James M Stoneman Charitable Fund reported a distributable amount of $4.8M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the fund is provided. Its 2025 grantees included organizations with varied missions. Park Street School describes its work as providing Christian-based educational and recreational programs for preschool- and elementary-school-aged children. The Catholic Schools Foundation says it helps families with demonstrated financial need access a Catholic education focused on Christian values and character formation. The Boca Raton Regional Hospital Foundation says it supports its hospital’s health-care mission through philanthropic gifts and public awareness. The Winsor School prepares young women to pursue their aspirations and contribute to the world, according to its mission statement.
Grantmaking
In filing year 2025, the fund reported 17 grants totaling $4,214,330. Grant amounts ranged from $500 to $2,900,000, with a median of $25,000. The largest grants included $2,900,000 to Boston College, $550,000 to Brigham and Women’s Hospital, and $200,000 each to CCHC Foundation, Friends of the Heights, and Park Street School. Each was listed for general support. Other listed grants included $50,000 to Boca Raton Regional Hospital Foundation and $50,000 to Catholic Schools Foundation, also for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert F Morrissey, Thea Stoneman, and Robert J Morrissey as trustees.
James M Stoneman Charitable Fund's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert J. Morrissey
Trustee
On filings since 2019
2.5 hrs/week
No compensation reported
Thea Stoneman
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about James M Stoneman Charitable Fund
How much does James M Stoneman Charitable Fund give each year?
James M Stoneman Charitable Fund gave $4.2M across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5.3M across 17 grants.
What is James M Stoneman Charitable Fund's typical grant size?
James M Stoneman Charitable Fund's median grant in 2025 was $25,000, and its average grant was $247,902, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James M Stoneman Charitable Fund that year got $2K on average.
Where does James M Stoneman Charitable Fund give grants?
James M Stoneman Charitable Fund gives mostly in Massachusetts: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (5 grants).
Does James M Stoneman Charitable Fund give general operating support?
Yes: 100% of James M Stoneman Charitable Fund's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are James M Stoneman Charitable Fund's largest grantees?
James M Stoneman Charitable Fund's largest 2025 grantees include Boston College ($2,900,000), Brigham and Womens Hospital ($550,000) and CCHC Foundation ($200,000), according to its 2025 IRS Form 990-PF. Together they received 87% of its itemized 2025 grant dollars.
How large is James M Stoneman Charitable Fund?
James M Stoneman Charitable Fund reported $29.6M in total assets on its 2025 IRS Form 990-PF. It paid out $4.2M in qualifying distributions that year, against a required minimum of $4.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does James M Stoneman Charitable Fund fund?
No mission statement for the fund is provided. Its 2025 grantees included organizations with varied missions. Park Street School describes its work as providing Christian-based educational and recreational programs for preschool- and elementary-school-aged children. See mission & focus areas ↑
How do I apply for a grant from James M Stoneman Charitable Fund?
The fund does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is James M Stoneman Charitable Fund's EIN?
James M Stoneman Charitable Fund's EIN (Employer Identification Number) is 04-2741931. IRS Form 990 filing data is available on this page for 2019–2025.
Does James M Stoneman Charitable Fund accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS December 13, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
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Cite this profile
Grantable. (2026). James M Stoneman Charitable Fund funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/james-m-stoneman-charitable-fund-morg_8ce298b78bbc4aea95ea507f60b4a12e
BibTeX
@misc{grantable_042741931_2026,
author = {{Grantable}},
title = {{James M Stoneman Charitable Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/james-m-stoneman-charitable-fund-morg_8ce298b78bbc4aea95ea507f60b4a12e},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from James M Stoneman Charitable Fund'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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