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
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.
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
Among its reported 2024 grants, the largest include University College London ($1,000,000), La Fondation Mondiale Insead ($600,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LA FONDATION MONDIALE INSEAD | CHAIR/DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $600,000 |
| UNIVERSITY COLLEGE LONDON | DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $1,000,000 |
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
Frequently Asked Questions
What is The James M and Cathleen D Stone?
The James M and Cathleen D Stone is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $3.8M in total assets as of 2024.
How large is The James M and Cathleen D Stone?
As of 2024, The James M and Cathleen D Stone holds $3.8M in total assets with $4.8M in annual revenue. It awarded 2 grants totaling $1.6M in 2024.
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 size grants does The James M and Cathleen D Stone award?
In 2024, The James M and Cathleen D Stone awarded 2 grants totaling $1.6M — an average of about $800K per grant, based on its IRS Form 990 filings.
How much is The James M and Cathleen D Stone required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The James M and Cathleen D Stone reported a distributable amount of $104K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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