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
Under IRS private-foundation payout rules, James M Stoneman Charitable Fund reported a distributable amount of $4.2M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Boston College ($2,200,000), Brigham and Womens Hospital ($1,300,000), Cchc Foundation ($1,300,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLIANCE TO PROTECT NANTUCKET SOUND HYANNIS, MA | GENERAL SUPPORT | $500 |
| BELMONT HILL SCHOOL INC BELMONT, MA | GENERAL SUPPORT | $2,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION BOCA RATON, FL | GENERAL SUPPORT | $50,000 |
| BOSTON COLLEGE CHESTNUT HILL, MA | GENERAL SUPPORT | $2,200,000 |
| BRIGHAM AND WOMENS HOSPITAL BOSTON, MA | GENERAL SUPPORT | $1,300,000 |
| CATHOLIC SCHOOLS FOUNDATION BOSTON, MA | GENERAL SUPPORT | $60,000 |
| CCHC FOUNDATION HYANNIS, MA | GENERAL SUPPORT | $1,300,000 |
| EXPONENT PHILANTHROPY WASHINGTON, DC | GENERAL SUPPORT | $1,315 |
| FRIENDS OF PETERS PARK BOSTON, MA | GENERAL SUPPORT | $850 |
| FRIENDS OF RINGGOLD PARK BOSTON, MA | GENERAL SUPPORT | $1,000 |
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 | — |
Frequently Asked Questions
What does James M Stoneman Charitable Fund fund?
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.
How do I apply for a grant from James M Stoneman Charitable Fund?
The foundation made nine grants in fiscal year 2023. Recent grants include: • Boston College: $250,000 (General Support) • Catholic Schools Foundation (CSF): $100,000 (General Support) • Boca Raton Regional Hospital Foundation: $50,000 (General Support) The foundation has supported organizations including Boston Children's Hospital and other health and education institutions.
Where does James M Stoneman Charitable Fund make grants?
The foundation funds organizations in Massachusetts and beyond, with documented grants to institutions in Boston and Florida.
What size grants does James M Stoneman Charitable Fund award?
In 2024, James M Stoneman Charitable Fund awarded 17 grants totaling $5.3M — an average of about $312K per grant, based on its IRS Form 990 filings.
How much is James M Stoneman Charitable Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James M Stoneman Charitable Fund reported a distributable amount of $4.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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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