Albert H & Reuben S Stone Fund

GARDNER, MA EIN: 04-6050419

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$2.4M

+0.8% YoY

Annual Giving

$156K

-8.6% YoY

Grant Count

33

-10.8% YoY

Avg Grant Size

$5K

+2.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$59K$118K$176K$235K20202021202220232024
Metric202420232022
Total Assets$2,358,181$2,340,547$2,403,670
Revenue$213,693$148,238$160,065
Expenses$197,131$209,875$186,229
Qualifying Distributions$172,453$186,400$165,631
Net Investment Income$74,094$72,973$139,467
Distributable Amount$171,150$169,346$160,696

Giving Over Time

Total grant dollars and number of grants per year

$0$43K$85K$128K$171K47 grants202040 grants202134 grants202237 grants202333 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

University of Massachuse…$45KFitchburg University$14KWorcester State Univeers…$13KFramingham State Univers…$9KBridgewater State Univer…$7KMount Wachusett Communit…$6KUniversity of Mass Lowell$5KUniversity of Mass Boston$5KUniveristy of North Caro…$5KUniversity of Maine$4K

Grant Size Distribution

191 grants across all recorded years

191<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Albert H & Reuben S Stone Fund fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Donna J Belle-IsleTrustee$9KCarlton E NicholsTrustee$9KCatherine T NicholsTrustee$9K

From 2024 filing

NameTitleHoursCompensation
Carlton E NicholsTrustee3$8,980
Catherine T NicholsTrustee3$8,980
Donna J Belle-IsleTrustee3$9,150

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

16states
+8 more states

Cities

AmherstAnn ArborAshlandBarnstableBaton RougeBeverlyBiddefordBostonBridgewaterBuzzards BayCambridgeChapel HillChapel HilleChicopeeClemsonColumbusDudleyDurhamEastonFairfield

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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