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Jerome H Stone Family Foundation

  • Winnetka, IL
  • Tax-exempt since May 1963
  • EIN: 36-6061300

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$610k (2023)

Expenses
$600k (2023)

Total Assets
$7.12M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$609,665
Expenses
$599,901
Net Income
$9,764
Net Assets
$7,123,990
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $320,000
52.5%
Interest Revenue $17,134
2.8%
Dividends $119,570
19.6%
Sales of Assets $150,681
24.7%
Other Income $2,280
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $568,974
94.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,123,990
Total Liabilities $0
Net Assets $7,123,990
Compensation
Key Employees and Officers Compensation Other
Cynthia Raskin (Secretary) $0 $0
James H Stone (Treasurer) $0 $0
Ellen Stone Belic (President) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$747,657
Expenses
$567,322
Net Income
$180,335
Net Assets
$7,114,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $251,020
33.6%
Interest Revenue $4,361
0.6%
Dividends $102,093
13.7%
Sales of Assets $375,398
50.2%
Other Income $14,785
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $532,125
93.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,114,226
Total Liabilities $0
Net Assets $7,114,226
Compensation
Key Employees and Officers Compensation Other
Cynthia Raskin (Secretary) $0 $0
James H Stone (Treasurer) $0 $0
Ellen Stone Belic (President) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,081,861
Expenses
$509,777
Net Income
$572,084
Net Assets
$6,933,891
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $230,000
21.3%
Interest Revenue $5,817
0.5%
Dividends $111,346
10.3%
Sales of Assets $733,198
67.8%
Other Income $1,500
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $486,927
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,933,891
Total Liabilities $0
Net Assets $6,933,891
Compensation
Key Employees and Officers Compensation Other
Cynthia Raskin (Secretary) $0 $0
James H Stone (Treasurer) $0 $0
Ellen Stone Belic (President) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$699,481
Expenses
$469,004
Net Income
$230,477
Net Assets
$6,361,806
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,000
21.4%
Interest Revenue $17,246
2.5%
Dividends $72,796
10.4%
Sales of Assets $455,404
65.1%
Other Income $4,035
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $446,539
95.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,361,807
Total Liabilities $1
Net Assets $6,361,806
Compensation
Key Employees and Officers Compensation Other
Cynthia Raskin (Secretary) $0 $0
James H Stone (Treasurer) $0 $0
Ellen Stone Belic (President) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$475,662
Expenses
$444,383
Net Income
$31,279
Net Assets
$6,131,330
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
21.0%
Interest Revenue $29,275
6.2%
Dividends $82,931
17.4%
Sales of Assets $263,456
55.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $381,815
85.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,131,330
Total Liabilities $0
Net Assets $6,131,330

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$694,380
Expenses
$349,715
Net Income
$344,665
Net Assets
$4,883,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16,828
2.4%
Dividends $66,327
9.6%
Sales of Assets $611,225
88.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $307,456
87.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,884,105
Total Liabilities $263
Net Assets $4,883,842

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$909,659
Expenses
$273,234
Net Income
$636,425
Net Assets
$4,539,177
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $346,083
38.0%
Interest Revenue $18,565
2.0%
Dividends $67,637
7.4%
Sales of Assets $445,924
49.0%
Other Income $31,450
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $211,347
77.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,649,177
Total Liabilities $110,000
Net Assets $4,539,177

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,473,405
Expenses
$318,264
Net Income
$1,155,141
Net Assets
$3,861,959
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,125,142
76.4%
Interest Revenue $18,797
1.3%
Dividends $54,551
3.7%
Sales of Assets $274,915
18.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $285,479
89.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,252,959
Total Liabilities $391,000
Net Assets $3,861,959

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$676,112
Expenses
$382,740
Net Income
$293,372
Net Assets
$2,469,525
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $431,484
63.8%
Interest Revenue $20,040
3.0%
Dividends $51,809
7.7%
Sales of Assets $172,239
25.5%
Other Income $540
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $365,165
95.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,725,525
Total Liabilities $256,000
Net Assets $2,469,525

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$536,116
Expenses
$408,460
Net Income
$127,656
Net Assets
$2,454,893
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $378,902
70.7%
Interest Revenue $17,638
3.3%
Dividends $40,265
7.5%
Sales of Assets $99,311
18.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $397,875
97.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,649,893
Total Liabilities $195,000
Net Assets $2,454,893

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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