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Roger and Susan Stone Family Foundation at a glance

· Private foundation

Roger and Susan Stone Family Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$10M
Granted FY2022
46
Grants FY2022
6
States reached
$10M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

100% of Roger and Susan Stone Family Foundation’s FY2023 grant dollars went to National Philanthropic Trust, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Roger and Susan Stone Family Foundation named its own grantees at scale: 38 organizations, $10M. It is dated, not current.

Organizations named directly on the return

56
’20
41
’21
38
’22
0
’23

Amber years are those where most dollars went to a sponsor.

01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2023.

Education$32MPhilanthropy$16MFood & Nutrition$5.3MHuman Services$224kArts & Culture$91kHealth$91kEnvironment$57kInternational$45kOther$0
02FY2022 · 46 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k38 grants · $82k
  • $10k–50k5 grants · $85k
  • $50k–250k2 grants · $260k
  • $250k+1 grant · $10M
$1,500
Median grant
6
States reached
$0
Total assets
Largest grants
RecipientAmount
THE SEMINAR NETWORK INC$10,000,000
NORTH SHORE COUNTRY DAY SCHOOL$210,000
JEWISH UNITED FUND$50,000
CHICAGO BOTANIC GARDEN$25,100
SGA YOUTH & FAMILY SERVICES$25,000
CRISTO REY NETWORK$15,000
LAKE FOREST COUNTRY DAY SCHOOL$10,000
LAKE FOREST ACADEMY$10,000
ABILITYLAB$5,000
LYRIC OPERA OF CHICAGO$5,000
INTERNATIONAL COMMITTEE OF THE RED CROSS$5,000
ART INSTITUTE OF CHICAGO$5,000
RONALD MCDONALD HOUSE CHARITIES$5,000
NORTHWESTERN UNIVERSITY COGNITIVE NEUROLOGY AND ALZHEIMER'S DISEASE CENTER$5,000
HEIFER INTERNATIONAL FOUNDATION$5,000
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:

Its human-services grants (FY20–22, $85k) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 98% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%DRAYTON HALL PRESERVATION TRUST: $5k → 12%WOUNDED WARRIOR PROJECT: $5k → 14%DRAYTON HALL PRESERVATION TRUST: $5k → 12%WOUNDED WARRIOR PROJECT: $5k → 14%WOUNDED WARRIOR PROJECT: $1k → 14%SGA YOUTH & FAMILY SERVICES: $25k → 14%GORTON COMMUNITY CENTER: $500 → 8%SGA YOUTH & FAMILY SERVICES: $25k → 14%GORTON COMMUNITY CENTER: $500 → 8%TRI-CON CHILD CARE CENTER: $500 → 8%FAMILY SERVICES OF GLENCOE: $1k → 14%CLEARBROOK: $5k → 14%CLEARBROOK: $1k → 14%CLEARBROOK: $1k → 14%THE CHICAGO LIGHTHOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED: $3k → 14%THE CHICAGO LIGHTHOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED: $1k → 14%THE CHICAGO LIGHTHOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED: $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

IL
MI
NY
MA
IN
OH
PA
CT
CA
VA
DE
AR
TN
SC
DC
FL
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.

99%of every dollar goes to organizations it has funded before.
$38M · 41 repeat orgs$462k to everyone else

Grantees it renews have grown median revenue +50% since the first grant, against +27% for those funded once.

41 repeat relationships: 33 still active in FY2022, 8 since wound down; 12 grantees were first funded in FY2022 (too recent to call). Read against FY2022, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

41
39

Total granted

$38M
$414k

Median revenue growth · since first grant

+50%
+27%

Still filing today

93%
87%

New vs renewed · share of each year

In FY2022, 100% of grant dollars renewed an existing relationship; $47k went to new ones.

50%100%’20’21’22
RenewedFirst-time

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

’20’21’22
EducationArts & CultureHealthHuman ServicesPhilanthropyPublic BenefitOther
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

  • TS
    THE SEMINAR NETWORK INC
    3× · 2020–2022 · $31M · revenue +66%
  • NS
    NORTH SHORE COUNTRY DAY SCHOOL
    3× · 2020–2022 · $638k · revenue +3%
  • LF
    LAKE FOREST COUNTRY DAY SCHOOL
    3× · 2020–2022 · $287k · revenue +52%

Funded once

  • TJ
    THE JACK MILLER CENTER
    one grant, 2020 · $150k
  • NU
    NORTHWESTERN UNIVERSITYKELLOGG SCHOOL
    one grant, 2020 · $100k
  • NU
    NORTHSHORE UNIVERSITY HEALTHSYSTEM FOUNDATION
    one grant, 2020 · $50k
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
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
2
Boston Architectural College

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

—
3
President and Fellows of Harvard College

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

Education
4
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
5
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
6
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
7
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
8
National Opinion Research Center

See schedule onorc at the university of chicago conducts research and data science on critical societal issues to guide decision-making and the development of programs and public policy. our experts identify relationships and trends, and…

Social Science
9
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
10
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
11
The Rand Corporation

Help improve policy and decision making through research and analysis.

Public Benefit
12
Chicago Public Education Fund

The chicago public education fund (the fund) is a nonprofit organization that improves public schools in chicago by investing in the talented educators who lead them.

Education
How this is measured
The grantee most central to the portfolio’s shape is National Philanthropic Trust; the most unlike its peers is Kadet Cancer Research Foundation. 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

82 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. 82 of the 95 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)
8
Early backer (in before they grew)
82/82
Grantees still filing
65/82
Grew since first funded

Where the money sits, by cause and then by grantee

THE SEMINAR NETWORK INC: $31,000,000 · EducationTHE SEMINAR NETWORK INC+13 more: $76,560 · EducationNATIONAL PHILANTHROPIC TRUST: $15,894,986 · PhilanthropyNATIONAL PHILANTHROPIC TRUST+5 more: $169,560 · PhilanthropyCHICAGO HORTICULTURAL SOCIETY (CHICAGO BOTANIC GARDEN): $5,311,100 · OtherCHICAGO HORTI…NORTH SHORE COUNTRY DAY SCHOOL: $637,600 · OtherNORTH SHORE C…LAKE FOREST COUNTRY DAY SCHOOL: $287,000 · Other+45 more: $434,750 · Other+45 moreChicago Symphony Orchestra: $21,100 · Arts & CultureAMERICAN COUNCIL OF TRUSTEES AND ALUMNI: $20,000 · Arts & CultureTHE FORT TICONDEROGA ASSOCIATION: $10,000 · Arts & CultureMEDIA RESEARCH CENTER: $10,000 · Arts & CultureLyric Opera of Chicago: $10,000 · Arts & CultureTHE CHICAGO CLUB PRESERVATION FOUNDATION: $10,000 · Arts & CultureTHE ANTIQUARIAN SOCIETY: $5,300 · Arts & CultureNAVY SEAL FOUNDATION INC: $5,000 · Arts & Culture+5 more: $3,300 · Arts & CultureSGA YOUTH & FAMILY SERVICES NFP: $50,000 · Human ServicesWOUNDED WARRIOR PROJECT INC: $11,000 · Human ServicesDRAYTON HALL PRESERVATION TRUST: $10,000 · Human ServicesCLEARBROOK: $7,000 · Human ServicesTHE CHICAGO LIGHTHOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED: $4,500 · Human Services+3 more: $2,500 · Human ServicesCHICAGO HORTICULTURAL SOCIETY: $25,100 · EnvironmentTHE GARDEN CONSERVANCY INC: $16,500 · EnvironmentPECONIC LAND TRUST INC: $15,000 · EnvironmentBUSINESS EXECUTIVES FOR NATIONAL SECURITY: $20,000 · InternationalHEIFER INTERNATIONAL FOUNDATION: $15,000 · InternationalGRAMEEN FOUNDATION USA: $10,000 · International
Education$31,076,560Philanthropy$16,064,546Other$6,670,450Arts & Culture$94,700Human Services$85,000Environment$56,600International$45,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE SEMINAR NETWORK INC: $31,000,000 over 3y, 16% of budgetNATIONAL PHILANTHROPIC TRUST: $15,894,986 over 1y, 0.2% of budgetNORTH SHORE COUNTRY DAY SCHOOL: $637,600 over 3y, 0.8% of budgetLAKE FOREST COUNTRY DAY SCHOOL: $287,000 over 3y, 2.1% of budgetJEWISH UNITED FUND OF METROPOLITAN CHICAGO: $150,000 over 3y, 0.0% of budgetSGA YOUTH & FAMILY SERVICES NFP: $50,000 over 2y, 0.2% of budgetCRISTO REY NETWORK: $30,000 over 2y, 0.2% of budgetCHICAGO HORTICULTURAL SOCIETY: $25,100 over 1y, 0.0% of budgetLAKE FOREST ACADEMY: $25,000 over 3y, 0.0% of budgetChicago Symphony Orchestra: $21,100 over 3y, 0.0% of budgetBUSINESS EXECUTIVES FOR NATIONAL SECURITY: $20,000 over 1y, 0.3% of budgetAMERICAN COUNCIL OF TRUSTEES AND ALUMNI: $20,000 over 2y, 0.3% of budgetTHE GARDEN CONSERVANCY INC: $16,500 over 3y, 0.1% of budgetPECONIC LAND TRUST INC: $15,000 over 3y, 0.0% of budgetCATO INSTITUTE: $15,000 over 3y, 0.0% of budgetHEIFER INTERNATIONAL FOUNDATION: $15,000 over 3y, 0.6% of budgetUNITED WAY OF METROPOLITAN CHICAGO INC: $11,000 over 3y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC: $11,000 over 3y, 0.0% of budgetTHE HEARTLAND INSTITUTE: $11,000 over 2y, 0.3% of budgetTHE FORT TICONDEROGA ASSOCIATION: $10,000 over 1y, 0.1% of budgetDRAYTON HALL PRESERVATION TRUST: $10,000 over 2y, 0.2% of budgetMEDIA RESEARCH CENTER: $10,000 over 1y, 0.1% of budgetLyric Opera of Chicago: $10,000 over 2y, 0.0% of budgetGRAMEEN FOUNDATION USA: $10,000 over 2y, 0.1% of budgetTHE CHICAGO CLUB PRESERVATION FOUNDATION: $10,000 over 1y, 0.3% of budgetMILLENNIUM PARK FOUNDATION: $10,000 over 1y, 0.7% of budgetFREEDOMWORKS FOUNDATION INC: $10,000 over 1y, 0.1% of budgetRonald McDonald House Global: $10,000 over 2y, 0.0% of budgetPERSPECTIVES CHARTER SCHOOLS: $8,000 over 2y, 0.0% of budgetCLEARBROOK: $7,000 over 3y, 0.0% of budgetTHE PHILANTHROPY ROUNDTABLE: $6,000 over 2y, 0.0% of budgetTHE ANTIQUARIAN SOCIETY: $5,300 over 2y, 0.7% of budgetJUDICIAL WATCH INC: $5,000 over 1y, 0.0% of budgetNAVY SEAL FOUNDATION INC: $5,000 over 1y, 0.0% of budgetTHE ART INSTITUTE OF CHICAGO: $5,000 over 1y, 0.0% of budgetTHE CHICAGO LIGHTHOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED: $4,500 over 3y, 0.0% of budgetCamp for All Kids: $3,900 over 1y, 0.5% of budgetGREATER CHICAGO FOOD DEPOSITORY: $3,600 over 3y, 0.0% of budgetCROHN'S & COLITIS FOUNDATION INC: $3,000 over 3y, 0.0% of budgetLake Forest Police Foundation Inc: $3,000 over 3y, 2.3% of budgetHighland Park Community Foundation: $2,500 over 1y, 0.0% of budgetINTERCOLLEGIATE STUDIES INSTITUTE INC: $2,000 over 1y, 0.0% of budgetLINCOLN PARK ZOOLOGICAL SOCIETY: $2,000 over 2y, 0.0% of budgetTHE SOUTHAMPTON HOSPITAL FOUNDATION INC: $2,000 over 2y, 0.0% of budgetAMERICAN COUNCIL ON SCIENCE AND HEALTH: $2,000 over 2y, 0.1% of budgetUniversity of Chicago: $1,800 over 2y, 0.0% of budgetHistory Center of Lake Forest-Lake Bluff: $1,500 over 3y, 0.2% of budgetBig Shoulders Fund: $1,500 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.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Chicago Community…The Ayco Charitable F…The Robert Thomas Bob…Red Bird Hollow Found…The Kathleen B and Ch…Community Foundation …Jewish Federation of …Keystone Charitable F…The Satter FoundationHedberg Foundation IncClarks Fork FoundationThe Gorter Family Fou…
The Chicago Community TrustIL27.6× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Chicago Community Trust · The Ayco Charitable Foundation · The Robert Thomas Bobins Foundation · Red Bird Hollow Foundation · The Kathleen B and Charles R Walgreen III Foundation · Community Foundation of New Jersey · Jewish Federation of Metropolitan Chicago · Keystone Charitable Foundation · The Satter Foundation · Hedberg Foundation Inc · Clarks Fork Foundation · The Gorter Family Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

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

2024
’20’21’22’23’24’25
no gov · 20%1%5%11%20%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →median 1%
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • The Trustees of the Smith College: 1% of income from government
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
13report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–30%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Roger and Susan Stone Family Foundation?

Find your warmest path to Roger and Susan Stone Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 95 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Roger and Susan Stone Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home