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· Private foundation

The Michael and Karen Stone Family Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.9M
Granted FY2024still arriving
38
Grants FY2024still arriving
12
States reached
$1.1M
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$7.5MPhilanthropy$1.0MHealth$778kFood & Nutrition$461kInternational$435kArts & Culture$406kAnimals$301kCrime & Legal$216kOther$0
02FY2024 · 38 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k8 grants · $29k
  • $10k–50k16 grants · $305k
  • $50k–250k10 grants · $617k
  • $250k+4 grants · $1.9M
$25,000
Median grant
12
States reached
$63M
Total assets
Largest grants
RecipientAmount
DUKE UNIVERSITY$1,150,000
BISHOPS SCHOOL$250,000
WILDERNESS SAFARIS WILDLIFE TRUST$250,000
SAN DIEGO MUSEUM OF ART$250,000
RADY CHILDRENS HOSPITAL - SAN DIEGO$100,000
STANFORD UNIVERSITY$100,000
HARVARD BUSINESS SCHOOL$62,500
BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC$51,500
VOICES FOR CHILDREN$51,500
SHELBURNE FARMS$51,500
CAMP SOUTHERN GROUND INC$50,000
REGENTS OF THE UNIVERSITY OF MICHIGAN$50,000
BISHOPS SCHOOL$50,000
DUKE UNIVERSITY$50,000
DUKE UNIVERSITY$45,000
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 (FY20–24, $171k) land where the poverty rate runs at 7%, against an area that typically sits at 9%. 26% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%CAMP SOUTHERN GROUND INC: $50k → 6%OPEN ARMS HOME FOR CHILDREN INC: $3k → 11%CAMP SOUTHERN GROUND INC: $50k → 6%CAMP SOUTHERN GROUND INC: $25k → 6%NYSARC INC - SARATOGA COUNTY CHAPTER: $1k → 7%THE GILLISPIE SCHOOL: $13k → 11%THE GILLISPIE SCHOOL: $13k → 11%THE GILLISPIE SCHOOL: $8k → 11%THE GILLISPIE SCHOOL: $5k → 11%THE GILLISPIE SCHOOL: $3k → 11%THE GILLISPIE SCHOOL: $3k → 11%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

VT
WA
MN
IL
MI
NY
MA
IN
OH
PA
NJ
CT
CA
CO
VA
AZ
NC
DC
GA
TX
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.

86%of every dollar goes to organizations it has funded before.
$10.0M · 27 repeat orgs$1.7M to everyone else

Grantees it renews have grown median revenue +45% since the first grant, against +10% for those funded once.

27 repeat relationships: 21 still active in FY2024, 6 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

27
31

Total granted

$10.0M
$1.6M

Median revenue growth · since first grant

+45%
+10%

Still filing today

74%
74%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $75k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

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

’20’21’22’23’24
EducationHealthHuman ServicesInternationalEnvironmentYouth DevelopmentOther
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

  • DUKE UNIVERSITY
    5× · 2020–2024 · $6.2M · revenue +49%
  • RC
    RADY CHILDREN'S HOSPITAL SAN DIEGO
    3× · 2020–2024 · $400k · revenue +40%
  • SD
    SAN DIEGO MUSEUM OF ART
    2× · 2022–2024 · $250k · revenue +13%

Funded once

  • MT
    ME TO WE FOUNDATION
    one grant, 2020 · $1.0M · revenue -72%
  • EA
    EMPOWERS AFRICA INCgraduated
    one grant, 2020 · $395k · revenue +250%
  • IU
    INDIANA UNIVERSITY OF PENNSYLVANIA
    one grant, 2022 · $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
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
2
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
3
President-Board of Trustees Santa Clara College

Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.

Education
4
The Scripps Research Institute

The scripps research institute ("tsri") performs high impact basic biomedical research, improves the human condition by fostering translation of its discoveries into useful products and engages in the highest quality graduate scientific…

Health
5
President and Fellows of Harvard College

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

Education
6
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
7
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
8
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
9
University of the Sciences in Philadelphia

University of the sciences prepares students to become leaders, innovators, and skilled practitioners in the sciences, the health professions, and related disciplines. we deliver excellence in teaching, research, and service through a safe…

—
10
Sarnoff Cardiovascular Research Foundation Inc

The sarnoff cardiovascular research foundation is dedicated to cultivating the next generation of physician-leaders in cardiovascular medicine by funding and supporting medical students and physicians engaged in transformative research.

Health
11
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
12
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.

—
How this is measured
The grantee most central to the portfolio’s shape is The San Diego Foundation; the most unlike its peers is Honorary Deputy Sheriffs Assn of S D County. 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

54 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. 54 of the 68 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.

2
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
51/54
Grantees still filing
39/54
Grew since first funded

Where the money sits, by cause and then by grantee

DUKE UNIVERSITY: $6,214,500 · EducationDUKE UNIVERSITY+14 more: $456,590 · Education+14 moreME TO WE FOUNDATION: $1,000,000 · OtherME TO WE FOUNDATIONWILDERNESS SAFARIS WILDLIFE TRUST: $550,000 · OtherWILDERNESS SAFARIS WILDLIFE TRUSTBISHOP SCHOOL: $472,500 · OtherBISHOP SCHOOLHARVARD BUSINESS SCHOOL: $322,500 · OtherHARVARD BUSINESS SCHOOLREGENTS OF THE UNIVERSITY OF MICHIGAN: $300,000 · OtherREGENTS OF THE UNIVERSITY OF MICH…BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC: $193,800 · OtherBIG BROTHERS BIG SISTERS OF SAN D…CAMP SOUTHERN GROUND INC: $125,000 · OtherNORWALKSTAMFORD GRASSROOTS TENNIS & EDUCATION INC: $160,000 · Other+28 more: $388,755 · Other+28 moreRADY CHILDREN'S HOSPITAL SAN DIEGO: $400,000 · HealthNEUROLAB 360: $16,000 · Health+6 more: $16,500 · HealthEMPOWERS AFRICA INC: $395,000 · International+2 more: $10,259 · InternationalSHELBURNE FARMS: $211,000 · EnvironmentCLIMATE VAULT: $45,000 · EnvironmentLAKE CHAMPLAIN COMMITTEE INC: $27,500 · EnvironmentSAN DIEGO MUSEUM OF ART: $250,250 · Arts & CultureSHELBURNE MUSEUM INC: $30,000 · Arts & CultureVOICES FOR CHILDREN: $213,500 · Civil Rights
Education$6,671,090Other$3,512,555Health$432,500International$405,259Environment$283,500Arts & Culture$280,250Civil Rights$213,500

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 budgetDUKE UNIVERSITY: $6,214,500 over 5y, 0.1% of budgetME TO WE FOUNDATION: $1,000,000 over 1y, 5.7% of budgetRADY CHILDREN'S HOSPITAL SAN DIEGO: $400,000 over 3y, 0.0% of budgetEMPOWERS AFRICA INC: $395,000 over 1y, 21% of budgetSAN DIEGO MUSEUM OF ART: $250,250 over 2y, 1.4% of budgetVOICES FOR CHILDREN: $213,500 over 5y, 0.6% of budgetSHELBURNE FARMS: $211,000 over 5y, 0.5% of budgetBIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC: $193,800 over 5y, 1.7% of budgetUC SAN DIEGO FOUNDATION: $190,000 over 4y, 0.0% of budgetNORWALKSTAMFORD GRASSROOTS TENNIS & EDUCATION INC: $160,000 over 2y, 15% of budgetCAMP SOUTHERN GROUND INC: $125,000 over 3y, 0.9% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $100,000 over 1y, 0.0% of budgetDAKSHANA FOUNDATION: $70,000 over 3y, 14% of budgetCLIMATE VAULT: $45,000 over 3y, 0.3% of budgetTHE GILLISPIE SCHOOL: $42,500 over 5y, 0.2% of budgetCHARITIES AID FOUNDATION AMERICA: $30,000 over 1y, 0.0% of budgetSHELBURNE MUSEUM INC: $30,000 over 3y, 0.2% of budgetLAKE CHAMPLAIN COMMITTEE INC: $27,500 over 3y, 4.2% of budgetTHE HOTCHKISS SCHOOL: $25,000 over 3y, 0.0% of budgetSKIDMORE COLLEGE: $25,000 over 3y, 0.0% of budgetNEUROLAB 360: $16,000 over 2y, 2.1% of budgetCALIFORNIA DENTAL HYGIENISTS ASSOCIATION FOUNDATION: $15,000 over 2y, 81% of budgetGovern for California Foundation: $12,500 over 1y, 93% of budgetUniversity of Chicago: $12,340 over 1y, 0.0% of budgetTHE SAN DIEGO FOUNDATION: $10,000 over 1y, 0.0% of budgetRADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGO: $10,000 over 1y, 0.0% of budgetThe Salk Institute for Biological Studies: $10,000 over 1y, 0.0% of budgetSPONSORS FOR EDUCATIONAL OPPORTUNITY INC: $10,000 over 1y, 0.0% of budgetPROJECT CONCERN INTERNATIONAL: $10,000 over 1y, 0.1% of budgetLAKE CHAMPLAIN COMMUNITY SAILING CENTER INC: $10,000 over 1y, 0.8% of budgetKaren Wyckoff Rein in Sarcoma: $7,500 over 1y, 0.8% of budgetGot Questions Ministries: $7,500 over 1y, 0.4% of budgetHISTIOCYTOSIS ASSOCIATION INC: $5,500 over 2y, 0.5% of budgetDELTA GAMMA FOUNDATION: $5,000 over 1y, 0.0% of budgetBoys to Men Mentoring Network Inc: $4,000 over 2y, 0.1% of budgetUniversity of Notre Dame du Lac: $3,500 over 2y, 0.0% of budgetOPEN ARMS HOME FOR CHILDREN INC: $2,500 over 1y, 0.2% of budgetCHILD MIND INSTITUTE INC: $2,500 over 1y, 0.0% of budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $2,500 over 1y, 0.0% of budgetCUREBOUND: $2,500 over 1y, 0.0% of budgetPOMONA COLLEGE: $2,500 over 1y, 0.0% of budgetLIFE SCIENCE CARES INC: $2,000 over 1y, 0.0% of budgetJEWISH COMMUNITY FOUNDATION OF SAN DIEGO: $2,000 over 1y, 0.0% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY: $1,500 over 2y, 0.0% of budgetNYSARC INC SARATOGA COUNTY CHAPTER: $1,305 over 1y, 0.0% of budgetUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC: $1,250 over 1y, 0.0% of budgetFRED HUTCHINSON CANCER RESEARCH CENTER: $1,000 over 1y, 0.0% of budgetCHORDOMA FOUNDATION: $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.

Sempra FoundationCA18.3× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Sempra Foundation · The San Diego Foundation · Rancho Santa Fe Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Morgan Stanley Global Impact Funding Trust Inc · Jewish Community Foundation of San Diego · The Lisa & Steve Altman Family Foundation · Farrell Family Foundation · Shell USA Company Foundation · The Pfizer Foundation Inc · The Ayco Charitable Foundation · The Blackbaud Giving Fund

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 The Michael and Karen Stone Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Michael and Karen Stone Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 9%
  • Shelburne Museum Inc: 9% of income from government
  • Shelburne Farms: 3% of income from government
no gov moneyreceives it· size = income
6get no government money at all
8report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
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 The Michael and Karen Stone Family Foundation Inc?

Find your warmest path to The Michael and Karen Stone Family Foundation Inc 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 68 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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