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· Private foundation
CHARLES AND MARION STONE FOUNDATION INC
This foundation does not accept unsolicited requests — it funds preselected organizations.
$22k
Granted FY2024
21
Grants
10
Communities
$5k
Largest
01What you fund
01
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 57% of CHARLES AND MARION STONE FOUNDATION INC’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.
02FY2024 · 21 grants
Where the money goes
Your grants by size, and where they go.
$500
Median grant
10
States reached
$1.3M
Total assets
Largest grants
- BROWN MEN'S ANNUAL CREW FUND$5,000
- PHILLIPS EXETER$2,500
- UNIVERSITY OF CHICAGO$2,500
- HOTCHKISS SCHOOL$2,500
- BROOKS SCHOOL BOATHOUSE FUND$2,500
- MIT$2,500
- EAST WOODS SCHOOL ANNUAL FUND$500
- LOUDON HUGER RELIEF$500
- LOUDON COUNTRY SCHOOL ANNUAL FUND$500
- RISD INSTITUTIONAL ENGAGEMENT$500
- BUCKLEY SCHOOL$500
- BROOKS SCHOOL BOYS HOCKEY$250
- AMERICAN RED CROSS$250
- THE HOLTON-ARMS SCHOOL$250
- BROOKS SCHOOL BOYS SOCCER$250
02The need
03
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
show:
Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 10% — the area typically sits at 10%. 36% of your dollars reach neighborhoods with above-average need. Your grants skew toward lower-need ZIPs.
grant to an above-average-need area below average· circle size = grant amount
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.
03Your edge
repeat funding
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
96%of every dollar goes to organizations you’ve funded before.
$385k · 26 repeat orgs$17k to everyone else
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +23% since the first grant, against +15% for the ones you funded once.
26 repeat relationships — 20 still active in FY2024, 6 since wound down; 1 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Re-uppedFunded once
Organizations
26
3
Total granted
$385k
$16k
Median revenue growth · since first grant
+23%
+15%
Still filing today
23%
67%
New vs renewed · share of each year
In FY2024, 98% of grant dollars renewed an existing relationship; $500 went to new ones.
RenewedFirst-time
Where new relationships form · theme of each grantee’s first grant
EducationCommunity ImprovementArts & CultureOther
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- BUBrown University3× · 2017–2019 · $53k · revenue +19%
University of Chicago2× · 2019–2024 · $8k · revenue +26%- BSBrooks School8× · 2017–2024 · $4k · revenue +28%
Funded once
- UOUniversity of Chicago Odyssey Scholarship Programone grant, 2020 · $15k
- FWFriends Without a Borderone grant, 2022 · $1k · revenue -3%
- WBWashington Balletone grant, 2017 · $100 · revenue +15%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
04Your field
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
1
The Collegiate School
See schedule o to create a diverse and inclusive community of learners committed to a challenging and supportive educational experience that will foster the intellectual, moral, emotional, and physical development of each student.
Education
2
The Cambridge School
Operate a classical school from pre-K through 12th grade education.
Education
3
The Blake School
To provide students with an excellent, academically challenging education.
Education
4
Westminster College
Four-year, undergraduate liberal arts college.
Education
5
Westminster University
Offer undergraduate and graduate degrees in liberal arts and professional programs.
Education
6
The Winsor School
Winsor prepares young women to pursue their aspirations and contribute to the world.
Education
7
The Winston School
The mission of the winston school is to realize the extraordinary potential of bright students who learn differently through individualized learning strategies and to prepare graduates for college-level work. the winston school provides a…
—
8
Marlborough School
Marlborough school is an independent, urban day school serving a diverse group of women.
Education
9
The Hill School
Secondary boarding/day educational institution
Education
10
Buckingham Browne & Nichols School
Bb&n, an all gender day school in cambridge, massachusetts, was established in 1974 by the merger of two independent schools, the buckingham school and the browne & nichols school, founded respectively in 1889 and 1883. located on multiple…
Education
11
The Hutchison School
Hutchison school (the school) is an independent, college preparatory school for girls in grades pre-kindergarten through twelve. the purpose of the school is to provide academic excellence and the parallel development of mind, body, and…
Education
12
Memphis University School
College preparatory secondary school for boys
Education
For reference, the grantee most central to the portfolio’s shape is The Holton Arms School and the most unlike its peers is The Hotchkiss School. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network
8 grantees, every filing reconciled, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
8/8
Grantees still filing
5/8
Grew since you first funded
Where your money sits — by cause, then by grantee
Other$230,800Education$118,050Community Improvement$53,000Arts & Culture$100
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
Government reliance of your grantees
Every dot is one organisation CHARLES AND MARION STONE FOUNDATION INC funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
2023
’20’21’22’23
- The Hotchkiss School — 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–23
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
05Through Plinth
Through Plinth
Your grantmaking, live and operational
This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: Hotchkiss School.
Agentic due diligence · confidence × risk
Financial management
medium risk
~4 months of operating runway; revenue held over 6 filed years.
Track record & reputation
low risk
6 years of Form 990 filings, still active.
Legal standing
low risk
US 501(c)(3); EIN 060647018 on file with current IRS Form 990 filings.
Governance
Live in Plinth
Board composition & governance documents — verified live in Plinth from the applicant.
Compliance & sanctions
Live in Plinth
OFAC / UN sanctions screening — run live in Plinth at assessment.
Program capacity
Live in Plinth
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on Hotchkiss School, cold from public data.
Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.
Post-award monitoring · continuous checks
- WatchFinancial stability— Roughly 4 months of cash on hand.
- On trackSustained operations— Filing through 2023; revenue held over the period.
- On trackReliance on your funding— Your grants peaked at 0% of their budget — diversified.
- Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.
What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.
Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing
Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.
Warm introductions · Powered by PlinthPro
How do I get to Charles and Marion Stone Foundation Inc?
Find your warmest path to Charles and Marion Stone Foundation Inc through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.
More from the funding graph
The regranting layer
51% of grant dollars pass through an intermediary
The DAF merry-go-round
$9.7B circulates between donor-advised funds
Strange bedfellows
the named clusters of US funding
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines