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JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC

EIN 04-3246517 BOSTON, MA

Revenue 2022
$1,695,190
Expenses 2022
$5,103,045

Program services were 97.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
U120
Classification
2000
Street
695 ATLANTIC AVENUE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2022

As listed in Part VII of the 2022 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • M LEE PELTON

    CLERK & TRUSTEE

    Total calculated
    $813,517
    From this org
    $0
    From related orgs
    $746,956
    Other
    $66,561
    Hours/week
    1.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $732,327 related
    Bonus
    $0
    Other
    $0 + $14,629 related
    Deferred
    $0 + $38,800 related
    Nontaxable benefits
    $0 + $27,761 related
    Filer's total
    $0 + $813,517 related

  • JENNIFER PACHUS

    TRUSTEE

    Total calculated
    $406,092
    From this org
    $0
    From related orgs
    $379,456
    Other
    $26,636
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,456 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,600 related
    Nontaxable benefits
    $0 + $24,036 related
    Filer's total
    $0 + $406,092 related

  • CATHLEEN D STONE

    PRESIDENT & TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES M STONE

    CHAIR & TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES N BAILEY

    TREASURER & TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN KINZER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN MONTGOMERY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2022
    Revenue
    $1,695,190
    Expenses
    $5,103,045
    Contributions
    $610,000
    Grants paid
    $4,848,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-PF

    Revenue
    $2,458,932
    Expenses
    $1,494,312
    Assets (EOY)
    $2,329,780

  • 2023 · 990-PF

    Revenue
    $670,555
    Expenses
    $2,928,553
    Assets (EOY)
    $1,365,196

Nonprofiteer parses the Form 990 only. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2022 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PF.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.