The James M and Cathleen D Stone

Private foundation · Grantmaker Boston, MA EIN: 83-6533785

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

4states

Cities

BerkeleyBostonAnn ArborNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M2 grants2021 6 grants2022 2 grants2023 2 grants2024

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

University College London: $1.0MUniversity College London$1.0MLa Fondation Mondiale Insead: $600KLa Fondation Mondiale Insead$600K

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

<$50K$50–100K$100–250K$250–500K6$500K–1M6$1–5M$5M+

The most common grant size was in the $500K–1M range: 6 grants of 12 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
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

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5M$5M$7.5M$10M2021 2022 2023 2024
Metric202420232022
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

  1. 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

Sonja Plesset — Trustee / Executive Director: $228KSonja PlessetTrustee / Executive Director$228K

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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