The Stone Waldinger Family
The Stone Waldinger Family is a private foundation, based in West Newton, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $709K in total assets. In 2024, it awarded 3 grants totaling $38K. Net investment income was $171K.
The Stone Waldinger Family at a glance
In short: The Stone Waldinger Family gave $38K across 3 grants in 2024 (avg $13K), top state California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $38,000
- -5.0% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $12,667
- -5.0% vs 2023
- Median grant
- $10,000
- Total assets
- $708,939
- +22.0% vs 2023
- Primary geography
- California (47% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Stone Waldinger Family funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Give Well ($18K). Together the top 3 received $38K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How The Stone Waldinger Family gives
- Giving grew 27% from 2021 to 2024. Method
- In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $20K (2020) to $40K (2023). In 2024 it made 3 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Give Well Oakland, CA | Unrestricted | $18,000 |
| International Rescue Committee Albert Lea, MN | Unrestricted | $10,000 |
| Mercy Corps Boone, PA | Unrestricted | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $708,939 | $202,616 | $45,822 | $38,000 | 3 | $39,842 | $170,639 | $44,477 |
| 2023 | $581,204 | $157,635 | $45,052 | $40,000 | 3 | $41,271 | $99,567 | $30,722 |
| 2022 | $467,297 | $56,908 | $40,437 | $33,000 | 3 | $34,167 | $4,314 | $27,018 |
| 2021 | $449,844 | $31,862 | $32,668 | $30,000 | 2 | $31,173 | $30,433 | $28,240 |
| 2020 | $449,851 | $2,037 | $25,649 | $20,000 | 1 | — | $4,796 | $23,889 |
Under IRS private-foundation payout rules, The Stone Waldinger Family reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Stone Waldinger Family is led by Daniel C. Waldinger, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Daniel C. Waldinger
President
On filings since 2020
1 hr/week
No compensation reported
David S. Waldinger
Vice President
On filings since 2020
1 hr/week
No compensation reported
Jennifer A. Stone
Clerk
On filings since 2020
1 hr/week
No compensation reported
Robert J. Waldinger
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Stone Waldinger Family
How much does The Stone Waldinger Family give each year?
The Stone Waldinger Family gave $38K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $40K across 3 grants.
What is The Stone Waldinger Family's typical grant size?
The Stone Waldinger Family's median grant in 2024 was $10,000, and its average grant was $12,667, across 3 grants on its 2024 IRS Form 990-PF.
Where does The Stone Waldinger Family give grants?
The Stone Waldinger Family's top state is California, with 47% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Minnesota (26%) and Pennsylvania (26%).
Does The Stone Waldinger Family give general operating support?
Yes: 100% of The Stone Waldinger Family's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is The Stone Waldinger Family?
The Stone Waldinger Family reported $709K in total assets on its 2024 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Stone Waldinger Family's EIN?
The Stone Waldinger Family's EIN (Employer Identification Number) is 83-2801442. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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