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Also known as: C/O MORRISSEY HAWKINS & LYNCH
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James M Stoneman Charitable Fund is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 1981. The principal officer is R J Morrissey. It holds total assets of $30.9M. Annual income is reported at $7.6M. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Massachusetts and District of Columbia. According to available records, James M Stoneman Charitable Fund has made 41 grants totaling $5.8M, with a median grant of $3K. Annual giving has grown from $1.5M in 2021 to $4.3M in 2022. Individual grants have ranged from $200 to $1M, with an average award of $142K. The foundation has supported 16 unique organizations. Grants have been distributed to organizations in Massachusetts and Florida and District of Columbia. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$75K
Average Grant
$248K
Largest Grant
$1M
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
James M Stoneman Charitable Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 41 grants. Its grantmaking reaches organizations primarily in MA, FL, DC.
James M Stoneman Charitable Fund has distributed a total of $5.8M across 41 grants. The median grant size is $3K, with an average of $142K. Individual grants have ranged from $200 to $1M.
James M Stoneman Charitable Fund typically selects its grantees rather than accepting unsolicited proposals.
James M Stoneman Charitable Fund is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert F Morrissey | TRUSTEE | $0 | $0 | N/A |
| Thea Stoneman | TRUSTEE | $0 | $0 | N/A |
Total Giving
$2.7M
Total Assets
$33.6M
Fair Market Value
$81.7M
Net Worth
$33.6M
Grants Paid
$2.1M
Contributions
N/A
Net Investment Income
$1.8M
Distribution Amount
$3.7M
Total: $20M
Total Grants
41
Total Giving
$5.8M
Average Grant
$142K
Median Grant
$3K
Unique Recipients
16
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Heritage MuseumGENERAL SUPPORT | Sandwich, MA | $100K | 2022 |
| Boston Childrens HospitalGENERAL SUPPORT | Boston, MA | $1M | 2022 |
| Cchc FoundationGENERAL SUPPORT | Hyannis, MA | $500K | 2022 |
| Boca Raton Regional Hospital FoundationGENERAL SUPPORT | Boca Raton, FL | $250K | 2022 |
| Boston CollegeGENERAL SUPPORT | Chestnut Hill, MA | $250K | 2022 |
| Catholic Schools FoundationGENERAL SUPPORT | Boston, MA | $50K | 2022 |
| Park Street SchoolGENERAL SUPPORT | Boston, MA | $5K | 2022 |
| Winsor SchoolGENERAL SUPPORT | Boston, MA | $3K | 2022 |
| Philanthropy RoundtableGENERAL SUPPORT | Washington, DC | $1K | 2022 |
| Belmont Hill School IncGENERAL SUPPORT | Belmont, MA | $1K | 2022 |
| Exponent PhilanthropyGENERAL SUPPORT | Washington, DC | $780 | 2022 |
| Barnstable Clean Water CoalitionGENERAL SUPPORT | Osterville, MA | $500 | 2022 |
| Friends Of Ringgold ParkGENERAL SUPPORT | Boston, MA | $500 | 2022 |
| Nvna And Hospice NorwellGENERAL SUPPORT | Norwell, MA | $500 | 2022 |
| Save Our SoundGENERAL SUPPORT | Hyannis, MA | $500 | 2022 |
| Falmouth Road Race IncGENERAL SUPPORT | Falmouth, MA | $200 | 2022 |