The James M and Cathleen D Stone is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 2 grants totaling $1.6M. Net investment income was $894K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
+81.4% YoY
Annual Giving
$1.6M
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$800K
+0.0% YoY
About The James M and Cathleen D Stone
Based on IRS filings
The James M and Cathleen D Stone is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 2 grants totaling $1.6M. Net investment income was $894K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,752,091 | $2,068,445 | $1,398,778 |
| Revenue | $4,758,514 | $2,518,289 | $7,614,650 |
| Expenses | $2,047,321 | $1,848,743 | $6,414,025 |
| Qualifying Distributions | $2,026,766 | $1,842,759 | $6,409,407 |
| Net Investment Income | $894,045 | $114,676 | $112,107 |
| Distributable Amount | $103,892 | $51,905 | $114,259 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES M STONE | TRUSTEE | 5 | — |
| CATHLEEN D STONE | TRUSTEE | 5 | — |
| SONJA PLESSET | TRUSTEE / EXECUTIVE DIRECTOR | 30 | $227,709 |
| ERIN MACGOWAN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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