Nonprofit · EIN 83-6533785
JAMES M AND CATHLEEN D STONE FOUNDATION
Also known as SONJA B PLESSET TTEE
Tax-exempt · BOSTON, MA 02111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,623,571 | $4,169,143 | -$2,545,572 | $1,206,466 | $0 | $1,206,466 |
| June 30, 2024 | 990-PF | $4,758,514 | $2,047,321 | $2,711,193 | $3,752,091 | $0 | $3,752,091 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,000,000
- Dividends
- $20,904
- Net gain from sales of assets
- $602,667
Expenses
- Grants and similar amounts paid
- $4,000,000
- Compensation of officers, directors and key employees
- $66,390
- Salaries, compensation and benefits (total)
- $16,097
- Disbursements for charitable purposes
- $4,153,575
- Excise tax on investment income
- $8,582
Balance sheet and other
- Total assets, start of year
- $3,752,091
- Total assets, end of year
- $1,206,466
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,206,466
- Fair market value of assets
- $1,448,927
- Qualifying distributions
- $4,153,575
- Net investment income
- $623,571
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 | TRUSTEE / EXECUTIVE DIRECTOR | 30 | $66,390 |
| JAMES M STONE 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 5 | $0 |
| CATHLEEN D STONE 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 5 | $0 |
| ERIN MACGOWAN 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SONJA PLESSET 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE / EXECUTIVE DIRECTOR | 30 | $227,709 |
| JESSICA MERRIAM 695 ATLANTIC AVENUE, BOSTON, MA 02111 | PHILANTHROPY PROGRAM Highest-paid employee | 9 | $52,955 |
| JAMES M STONE 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 5 | $0 |
| CATHLEEN D STONE 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 5 | $0 |
| ERIN MACGOWAN 695 ATLANTIC AVENUE, BOSTON, MA 02111 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 695 ATLANTIC AVENUE, BOSTON, MA 02111-2623
- In care of
- % SONJA B PLESSET
- Signed the 990-PF
- SONJA PLESSET, TRUSTEE
- 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
- 83-6533785
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,206,466
- Income (IRS master file)
- $5,252,326
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,623,571 | $4,169,143 | $1,206,466 | XML |
| 990-PF | June 2024 | $4,758,514 | $2,047,321 | $3,752,091 | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | 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 83-6533785).
Questions about JAMES M AND CATHLEEN D STONE FOUNDATION
- What is the EIN of JAMES M AND CATHLEEN D STONE FOUNDATION?
- The employer identification number (EIN) of JAMES M AND CATHLEEN D STONE FOUNDATION is 83-6533785.
- Is JAMES M AND CATHLEEN D STONE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to JAMES M AND CATHLEEN D STONE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES M AND CATHLEEN D STONE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES M AND CATHLEEN D STONE FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $66,390 (SONJA PLESSET, TRUSTEE / EXECUTIVE DIRECTOR).
- How much revenue does JAMES M AND CATHLEEN D STONE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,623,571, expenses of $4,169,143 and total assets of $1,206,466 at year end.
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