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· Private foundation

Charles and Marion Stone Foundation Inc

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$22k
Granted FY2025still arriving
22
Grants FY2025still arriving
11
States reached
$5k
Largest
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$297kRecreation & Sports$41kPublic Benefit$6kHealth$5kPublic Safety & Disaster$2kArts & Culture$1kInternational$1kEnvironment$500Other$0
02FY2025 · 22 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
11
States reached
$1.1M
Total assets
Largest grants
RecipientAmount
Brown Men's Annual Crew Fund$5,000
Individual grant recipient$2,500
Hotchkiss School$2,500
University of Chicago$2,500
Brooks School Boathouse fund$2,500
MIT$2,500
East Woods School Annual Fund$500
Laudholm Trust$500
Loudon Country School Annual Fund$500
Individual grant recipient$500
Individual grant recipient$500
Buckley School$500
Brooks School Boys Hockey$250
Brooks School$250
Brooks School Boys Soccer$250
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 36% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%MIT: $17k → 8%Brooks School Boathouse fund: $3k → 10%Friends Without a Border: $1k → 17%Hotchkiss School: $35k → 9%Brown University: $26k → 14%University of Chicago Odyssey Scholarship Program: $15k → 14%Bethesda Cares: $2k → 8%Phillips Exeter: $35k → 5%MIT: $13k → 8%BROOKS SCHOOL BOATHOUSE FUND: $3k → 10%Juvenile Diabetes Research Foundation: $3k → 17%Hotchkiss School: $30k → 9%Brown University: $26k → 14%University of Chicago Deans Fund for Student Life: $15k → 14%Phillips Exeter: $13k → 5%MIT: $5k → 8%Brooks School Boathouse fund: $3k → 10%Juvenile Diabetes Research Foundation: $1k → 17%Hotchkiss School: $25k → 9%Brown Men's Annual Crew Fund: $5k → 14%University of Chicago Deans Fund for Student Life: $15k → 14%Phillips Exeter: $10k → 5%MIT: $5k → 8%Brooks School Boathouse fund: $3k → 10%Hotchkiss School: $5k → 9%Brown Men's Annual Crew Fund: $5k → 14%University of Chicago: $5k → 14%PHILLIPS EXETER: $3k → 5%MIT: $4k → 8%Hotchkiss School: $3k → 9%Brown Men's Annual Crew Fund: $5k → 14%UNIVERSITY OF CHICAGO: $3k → 14%Phillips Exeter: $3k → 5%MIT: $3k → 8%Hotchkiss School: $3k → 9%Brown Men's Annual Crew Fund: $5k → 14%University of Chicago: $3k → 14%Phillips Exeter: $1k → 5%MIT: $3k → 8%HOTCHKISS SCHOOL: $3k → 9%Brown Men's Annual Crew Fund: $5k → 14%University of Chicago Deans Fund for Student Life: $2k → 14%Phillips Exeter: $1k → 5%Hotchkiss School: $3k → 9%BROWN MEN'S ANNUAL CREW FUND: $5k → 14%Phillips Exeter: $1k → 5%Hotchkiss School: $2k → 9%Brown University: $1k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
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.

Which US states its grants reach

ME
NH
IL
NY
MA
CT
RI
VA
MD
KS
DC
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$355k · 25 repeat orgs$17k to everyone else

25 repeat relationships: 20 still active in FY2025, 5 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

25
3

Total granted

$355k
$16k

Median revenue growth · since first grant

+25%
+66%

Still filing today

24%
67%

New vs renewed · share of each year

In FY2025, 98% of grant dollars renewed an existing relationship; $500 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationHealthArts & CultureEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • TH
    THE HOTCHKISS SCHOOL
    9× · 2017–2025 · $107k · revenue +88%
  • BS
    BROOKS SCHOOL
    9× · 2017–2025 · $14k · revenue +25%
  • University of Chicago
    3× · 2019–2025 · $10k · revenue +25%

Funded once

  • UO
    University of Chicago Odyssey Scholarship Program
    one grant, 2020 · $15k
  • FW
    FRIENDS WITHOUT A BORDERgraduated
    one grant, 2022 · $1k · revenue +66%
  • TW
    THE WASHINGTON BALLETgraduated
    one grant, 2017 · $100 · revenue +46%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
3
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
4
Trustees of Tufts College

Education and Research

Education
5
Trustees of Boston University

Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…

—
6
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
7
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
8
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
9
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
10
Yale University

To improve the world through research, scholarship, education, preservation, and practice.

Education
11
Hillsdale College

Hillsdale college is a private liberal arts college with approximately 1,500 students. founded in 1844, the college remains, in the words of its articles of association, "grateful to god for the inestimable blessings resulting from the…

Education
12
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
How this is measured
The grantee most central to the portfolio’s shape is Brown University; the most unlike its peers is Breakthrough T1D. 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

10 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 30 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
10/10
Grantees still filing
9/10
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $66,500 · OtherIndividual grant recipientMIT: $47,500 · OtherMITBrown Men's Annual Crew Fund: $32,000 · OtherBrown Men's Annual Crew FundUniversity of Chicago Deans Fund for Student Life: $32,000 · OtherUniversity of Chicago Deans Fund for Student LifeUniversity of Chicago Odyssey Scholarship Program: $15,000 · OtherUniversity of Chicago Odyssey Scholarship Program+15 more: $39,500 · Other+15 moreTHE HOTCHKISS SCHOOL: $106,500 · EducationTHE HOTCHKISS SCHOOLBROOKS SCHOOL: $13,750 · EducationBROOKS SCHOOLUniversity of Chicago: $10,000 · EducationUniversity of Chicago+3 more: $3,400 · EducationBROWN UNIVERSITY: $53,000 · Community ImprovementBROWN UNIVERSI…BREAKTHROUGH T1D: $4,600 · HealthLAUDHOLM TRUST: $500 · EnvironmentTHE WASHINGTON BALLET: $100 · Arts & Culture
Other$232,500Education$133,650Community Improvement$53,000Health$4,600Environment$500Arts & Culture$100

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE HOTCHKISS SCHOOL: $106,500 over 9y, 0.1% of budgetBROWN UNIVERSITY: $53,000 over 3y, 0.0% of budgetBROOKS SCHOOL: $13,750 over 9y, 0.0% of budgetUniversity of Chicago: $10,000 over 3y, 0.0% of budgetBREAKTHROUGH T1D: $4,600 over 5y, 0.0% of budgetTHE HOLTON ARMS SCHOOL: $1,500 over 5y, 0.0% of budgetFRIENDS WITHOUT A BORDER: $1,000 over 1y, 0.0% of budgetMILTON ACADEMY: $900 over 9y, 0.0% of budgetLAUDHOLM TRUST: $500 over 1y, 0.0% of budgetTHE WASHINGTON BALLET: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds THE HOTCHKISS SCHOOL ↗
  • Who funds BROWN UNIVERSITY ↗
  • Who funds BROOKS SCHOOL ↗
  • Who funds University of Chicago ↗
  • Who funds BREAKTHROUGH T1D ↗
  • Who funds THE HOLTON ARMS SCHOOL ↗
  • Who funds FRIENDS WITHOUT A BORDER ↗
  • Who funds MILTON ACADEMY ↗
  • Who funds LAUDHOLM TRUST ↗
  • Who funds THE WASHINGTON BALLET ↗

How much its grantees rely on government

Each dot is one organization Charles and Marion Stone Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Charles and Marion Stone Foundation Inc. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 30%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 0%
  • Milton Academy: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–25
How this is measured
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: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 30 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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