Nonprofit · EIN 04-3246517
JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC
Tax-exempt · BOSTON, MA 02111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,458,932 | $1,494,312 | $964,620 | $2,329,780 | $0 | $2,329,780 |
| June 30, 2024 | 990-PF | $670,555 | $2,928,553 | -$2,257,998 | $1,365,196 | $0 | $1,365,196 |
| June 30, 2023 | 990 | $1,695,190 | $5,103,045 | -$3,407,855 | $4,273,486 | $0 | $4,273,486 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,000,000
- Dividends
- $19,463
- Net gain from sales of assets
- $439,469
Expenses
- Grants and similar amounts paid
- $1,225,000
- Compensation of officers, directors and key employees
- $66,390
- Salaries, compensation and benefits (total)
- $16,097
- Disbursements for charitable purposes
- $1,480,100
- Excise tax on investment income
- $6,321
Balance sheet and other
- Total assets, start of year
- $1,365,196
- Total assets, end of year
- $2,329,780
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,329,780
- Fair market value of assets
- $2,530,568
- Qualifying distributions
- $1,480,100
- Net investment income
- $458,932
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SONJA PLESSET 695 ATLANTIC AVENUE, BOSTON, MA 02111 | EXECUTIVE DIRECTOR | 11 | $66,390 |
| M LEE PELTON 695 ATLANTIC AVENUE, BOSTON, MA 02111 | CLERK & TRUSTEE | 1.5 | $0 |
| JENNIFER PACHUS 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 1 | $0 |
| CATHLEEN D STONE 695 ATLANTIC AVENUE, BOSTON, MA 02111 | PRESIDENT & TRUSTEE | 1 | $0 |
| JAMES M STONE 695 ATLANTIC AVENUE, BOSTON, MA 02111 | CHAIR & TRUSTEE | 1 | $0 |
| JAMES N BAILEY 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TREASURER & TRUSTEE | 1 | $0 |
| STEPHEN KINZER 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 1 | $0 |
| JOHN MONTGOMERY 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 1 | $0 |
| ERIN MACGOWAN 695 ATLANTIC AVENUE, BOSTON, MA 02111 | ASSISTANT TREASURER | 1 | $0 |
990-PF for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SONJA PLESSET 695 ATLANTIC AVENUE, BOSTON, MA 02111 | EXECUTIVE DIRECTOR | 10 | $90,772 |
| M LEE PELTON 695 ATLANTIC AVENUE, BOSTON, MA 02111 | CLERK & TRUSTEE | 1 | $0 |
| JENNIFER PACHUS 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 1 | $0 |
| CATHLEEN D STONE 695 ATLANTIC AVENUE, BOSTON, MA 02111 | PRESIDENT & TRUSTEE | 1 | $0 |
| JAMES M STONE 695 ATLANTIC AVENUE, BOSTON, MA 02111 | CHAIR & TRUSTEE | 1 | $0 |
| JAMES N BAILEY 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TREASURER & TRUSTEE | 1 | $0 |
| STEPHEN KINZER 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 1 | $0 |
| JOHN MONTGOMERY 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 1 | $0 |
| ERIN MACGOWAN 695 ATLANTIC AVENUE, BOSTON, MA 02111 | ASSISTANT TREASURER | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| M LEE PELTON | CLERK & TRUSTEE Trustee or director, Officer | 1.5 | $0 | $746,956 | $66,561 |
| JENNIFER PACHUS | TRUSTEE Trustee or director | 1 | $0 | $379,456 | $26,636 |
| CATHLEEN D STONE | PRESIDENT & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES M STONE | CHAIR & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES N BAILEY | TREASURER & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEPHEN KINZER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN MONTGOMERY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 695 ATLANTIC AVENUE, BOSTON, MA 02111-2623
- In care of
- % SONJA PLESSET
- Signed the 990-PF
- M LEE PELTON, CLERK
- Phone
- (617) 951-1504
- Return prepared by
- BESSEMER TRUST CO NA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 04-3246517
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Science and technology (U120)
- Assets (IRS master file)
- $2,329,780
- Income (IRS master file)
- $3,567,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,458,932 | $1,494,312 | $2,329,780 | IRS |
| 990-PF | June 2024 | $670,555 | $2,928,553 | $1,365,196 | IRS |
| 990 | June 2023 | $1,695,190 | $5,103,045 | $4,273,486 | XML |
| 990 | June 2022 | $16,240,815 | $4,999,925 | $8,055,068 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3246517).
Questions about JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC
- What is the EIN of JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC is 04-3246517.
- Is JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $66,390 (SONJA PLESSET, EXECUTIVE DIRECTOR).
- How much revenue does JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,458,932, expenses of $1,494,312 and total assets of $2,329,780 at year end.
Other nonprofits in BOSTON
- AMERICAN METEOROLOGICAL SOCIETY EIN 04-2103657 · last filed 990 for 2024
- FAB FOUNDATION EIN 26-4836002 · last filed 990 for 2024
- CORTICO CORPORATION EIN 81-3975630 · last filed 990 for 2024
- SEEDING LABS A NON PROFIT CORPORATION EIN 10-8267613 · last filed 990 for 2024
- ASSOCIATION FOR THE ADVANCEMENT OF SUSTAINABILITY IN HIGHER EDUCATION EIN 22-3319874 · last filed 990 for 2025
- ENGINEERING CENTER EDUCATION TRUST EIN 04-3066699 · last filed 990 for 2025
- AMERICAN SOCIETY OF CIVIL ENGINEERS EIN 04-2103915 · last filed 990 for 2025
- CENTER FOR TECHNOLOGY INTEGRITY EIN 88-2375624 · last filed 990 for 2024
All nonprofits in BOSTON · Massachusetts · Science and technology