Roger and Susan Stone Family Foundation
The Roger and Susan Stone Family Foundation is a private foundation based in Northbrook, Illinois. Its 2023 filing is marked as a final return, indicating that the foundation has terminated or is winding down and appears to have stopped grantmaking.
Key facts about Roger and Susan Stone Family Foundation
In short: Roger and Susan Stone Family Foundation gave $15.9M across 2 grants in 2023 (avg $7.9M), mostly in Pennsylvania. Source: 2023 IRS Form 990-PF.
- EIN
- 23-7026711
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $15,895,486
- Grants made (2023)
- 2
- Average grant
- $7,947,743
- Median grant
- $7,947,743
- Primary geography
- Pennsylvania (100% of itemized 2023 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2023; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$15.9M
+52.4% YoY
Grant Count
2
-95.7% YoY
Avg Grant Size
$7.9M
+3406.1% YoY
How Roger and Susan Stone Family Foundation gives
- Giving grew 40% from 2020 to 2023. Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Grantmaking
In filing year 2023, the foundation reported two grants totaling $15,895,486. The largest was $15,894,986 to JP Morgan Charitable Giving Fund in Jenkintown, Pennsylvania, for general purposes. It also reported a $500 cash grant for general purposes.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
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Geographic Focus
Where this funder awards grants
The two itemized 2023 grants were reported in Pennsylvania and Illinois: 100% of grant dollars went to Pennsylvania recipients and less than 1% to Illinois recipients.
Grant Distribution by State
Share of 2023 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $10.4M (2022) to $16.4M (2021). In 2023 it made 2 grants totaling $15.9M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
The largest 2023 recipient was JP Morgan Charitable Giving Fund ($15.9M). Together the top 2 received $15.9M.
Grant Size Distribution
156 grants across all recorded years
The most common grant size was under $50K: 140 grants of 156 (90%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| JP Morgan Charitable Giving Fund Jenkintown, PA | General Purposes | $15,894,986 |
| Cash Grants Paid (See Attached) Northbrook, IL | General Purpose | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2023 | Not reported | $228,679 | $15,971,073 | $15,895,486 | 2 |
| 2022 | $14,457,070 | $1,624,788 | $10,644,523 | $10,427,350 | 46 |
| 2021 | $23,476,805 | $8,385,528 | $16,566,543 | $16,432,100 | 44 |
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $14,457,070 | $23,476,805 |
| Revenue | $228,679 | $1,624,788 | $8,385,528 |
| Expenses | $15,971,073 | $10,644,523 | $16,566,543 |
| Qualifying Distributions | $15,915,515 | $10,440,066 | $16,438,713 |
| Net Investment Income | $188,121 | $1,542,331 | $8,282,698 |
| Distributable Amount | — | $949,566 | $1,426,009 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Susan Stone as president, treasurer, and director; Karen Stone Kaplan, Lauren Gail Stone, and Jennifer Lynn Stone as directors.
Roger and Susan Stone Family Foundation is led by Susan Stone, President, Treasurer & Director since 2022 (on filings since 2020); none of the 4 officers listed in 2023 report compensation.
Officers on the 2023 filing
Susan Stone
President, Treasurer & Director
Secretary & Director → President, Treasurer & Director, 2022
On filings since 2020
2 hrs/week
No compensation reported
Jennifer Lynn Stone
Director
On filings since 2020
2 hrs/week
No compensation reported
Karen Stone Kaplan
Director
On filings since 2020
2 hrs/week
No compensation reported
Lauren Gail Stone
Director
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Roger Stone (2020–2021) — President, Treasurer & Director
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 1033 Skokie Blvd Suite 310, Northbrook, IL 60062
Phone: (847) 805-8399
Frequently asked questions about Roger and Susan Stone Family Foundation
How much does Roger and Susan Stone Family Foundation give each year?
Roger and Susan Stone Family Foundation gave $15.9M across 2 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $10.4M across 46 grants.
How do I apply for a grant from Roger and Susan Stone Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Roger and Susan Stone Family Foundation make grants?
The two itemized 2023 grants were reported in Pennsylvania and Illinois: 100% of grant dollars went to Pennsylvania recipients and less than 1% to Illinois recipients.
What is Roger and Susan Stone Family Foundation's EIN?
Roger and Susan Stone Family Foundation's EIN (Employer Identification Number) is 23-7026711. IRS Form 990 filing data is available on this page for 2020–2023.
Does Roger and Susan Stone Family Foundation 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.
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