The James M and Cathleen D Stone
The James M and Cathleen D Stone is a private foundation, 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.
Key facts about The James M and Cathleen D Stone
In short: The James M and Cathleen D Stone gave $1.6M across 2 grants in 2024 (avg $800K). Source: 2024 IRS Form 990-PF.
- EIN
- 83-6533785
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,600,000
- Grants made (2024)
- 2
- Average grant
- $800,000
- Median grant
- $800,000
- Total assets
- $3,752,091
Data from IRS Form 990-PF, 2024; updated September 2026.
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
Under IRS private-foundation payout rules, The James M and Cathleen D Stone reported a distributable amount of $104K for 2024 — the minimum it must pay out in qualifying distributions.
How The James M and Cathleen D Stone gives
- Giving held roughly steady from 2021 to 2024 (+7%). Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $1.5M (2021) to $6.1M (2022). In 2024 it made 2 grants totaling $1.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was University College London ($1.0M). Together the top 2 received $1.6M.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was in the $500K–1M range: 6 grants of 12 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University College London | Development of Research/Education Center | $1,000,000 |
| La Fondation Mondiale Insead | Chair/Development of Research/Education Center | $600,000 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
The James M and Cathleen D Stone is led by Sonja B. Plesset, Trustee & Executive Director on every filing since 2021; 1 of 4 officers listed in 2024 is compensated.
Officers on the 2024 filing
Sonja B. Plesset
Trustee & Executive Director
On filings since 2021
30 hrs/week
$113K (2021) → $228K (2024)
Cathleen D. Stone
Trustee
On filings since 2021
5 hrs/week
No compensation reported
James M. Stone
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Erin Macgowan
Trustee
Trustee - → Trustee, 2024
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Collen M. Granahan (2021–2022) — Trustee -
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $228K, to Sonja Plesset (Trustee / Executive Director).
Frequently asked questions about The James M and Cathleen D Stone
How much does The James M and Cathleen D Stone give each year?
The James M and Cathleen D Stone gave $1.6M across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.6M across 2 grants.
How large is The James M and Cathleen D Stone?
The James M and Cathleen D Stone reported $3.8M in total assets on its 2024 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $104K (roughly 5% of its investment assets).
Where does The James M and Cathleen D Stone operate?
The James M and Cathleen D Stone has awarded grants in California, Massachusetts, Michigan, New York.
What is The James M and Cathleen D Stone's EIN?
The James M and Cathleen D Stone's EIN (Employer Identification Number) is 83-6533785. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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