James M Stoneman Charitable Fund
The James M. Stoneman Charitable Fund is a private foundation established in 1981 and based in Boston, Massachusetts. As a 501(c)(3) exempt private foundation, it operates with no employees and maintains its administrative offices in Boston.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$30.9M
-7.9% YoY
Annual Giving
$5.3M
+149.2% YoY
Grant Count
17
+30.8% YoY
Avg Grant Size
$312K
+90.6% YoY
Mission & Focus Areas
The foundation's giving priorities focus primarily on:
- Health associations and hospitals, including children's hospitals
- Children and youth services
- Education
The foundation provides general support grants to organizations aligned with these areas.
Grantmaking
The foundation made nine grants in fiscal year 2023. Recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation funds organizations in Massachusetts and beyond, with documented grants to institutions in Boston and Florida.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending June 30, 2023:
- Total Assets: $33,585,243
- Total Revenues: $2,401,351
- Total Expenses: $2,728,551
- Investment Income and Dividends: $1,403,984
The foundation's revenue is primarily derived from investment income rather than new contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $30,923,549 | $33,585,243 | $33,593,745 |
| Revenue | $3,255,305 | $2,401,351 | $2,025,949 |
| Expenses | $5,947,912 | $2,728,551 | $2,694,415 |
| Qualifying Distributions | $5,329,996 | $2,138,435 | $2,162,830 |
| Net Investment Income | $2,703,510 | $1,843,295 | $1,520,584 |
| Distributable Amount | $4,242,482 | $3,662,995 | $4,026,261 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Administrative services are provided through Morrissey Hawkins & Lynch, with contact information at 2 International Place, Boston, MA 02110, telephone (617) 345-4500.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT F MORRISSEY | TRUSTEE | 2.5 | — |
| THEA STONEMAN | TRUSTEE | — | — |
| ROBERT J MORRISSEY | TRUSTEE | 2.5 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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