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James M Stoneman Charitable Fund

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
$2.4M (2023)

Expenses
$2.73M (2023)

Total Assets
$33.6M (2023)

Total Liabilities
$10k (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,401,351
Expenses
$2,728,551
Net Income
-$327,200
Net Assets
$33,575,243
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $35,244
1.5%
Dividends $1,368,740
57.0%
Sales of Assets $995,921
41.5%
Other Income $1,446
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,138,435
78.4%
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 $33,585,243
Total Liabilities $10,000
Net Assets $33,575,243
Compensation
Key Employees and Officers Compensation Other
Robert F Morrissey (Trustee) $0 $0
Thea Stoneman (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,025,949
Expenses
$2,694,415
Net Income
-$668,466
Net Assets
$33,593,713
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16,344
0.8%
Dividends $1,285,415
63.4%
Sales of Assets $675,027
33.3%
Other Income $49,163
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,162,830
80.3%
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 $33,593,745
Total Liabilities $32
Net Assets $33,593,713
Compensation
Key Employees and Officers Compensation Other
Robert F Morrissey (Trustee) $0 $0
Thea Stoneman (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,789,408
Expenses
$1,988,767
Net Income
-$3,778,175
Net Assets
$34,023,885
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24,825
Dividends $1,276,406
Sales of Assets -$3,062,325
Other Income -$28,314
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,491,335
75.0%
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 $34,023,885
Total Liabilities $0
Net Assets $34,023,885
Compensation
Key Employees and Officers Compensation Other
Robert F Morrissey (Trustee) $0 $0
Thea Stoneman (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$969,928
Expenses
$3,192,486
Net Income
-$2,222,558
Net Assets
$38,872,769
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $70,951
7.3%
Dividends $1,368,833
> 100%
Sales of Assets $0
Other Income -$26,954
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,733,000
85.6%
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 $38,875,769
Total Liabilities $3,000
Net Assets $38,872,769
Compensation
Key Employees and Officers Compensation Other
Robert F Morrissey (Trustee) $0 $0
Thea Stoneman (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,973,725
Expenses
$3,235,451
Net Income
-$1,261,726
Net Assets
$41,082,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $74,493
3.8%
Dividends $1,348,787
68.3%
Sales of Assets $558,932
28.3%
Other Income -$8,487
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,750,000
85.0%
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 $41,082,291
Total Liabilities $0
Net Assets $41,082,291
Compensation
Key Employees and Officers Compensation Other
Robert F Morrissey (Trustee) $0 $0
Thea Stoneman (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,411,425
Expenses
$2,111,335
Net Income
-$699,910
Net Assets
$42,382,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $65,268
4.6%
Dividends $1,268,755
89.9%
Sales of Assets $107,199
7.6%
Other Income -$29,797
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,758,440
83.3%
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 $42,385,490
Total Liabilities $3,286
Net Assets $42,382,204
Compensation
Key Employees and Officers Compensation Other
Robert J Morrissey (Trustee) $0 $0
Thea Stoneman (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,362,500
Expenses
$2,818,670
Net Income
-$1,456,170
Net Assets
$43,024,838
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $214,137
15.7%
Interest Revenue $57,266
4.2%
Dividends $1,229,185
90.2%
Sales of Assets -$3,106
Other Income -$134,982
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,418,450
85.8%
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 $43,030,038
Total Liabilities $5,200
Net Assets $43,024,838
Compensation
Key Employees and Officers Compensation Other
Rebert J Morrissey (Trustee) $0 $0
Thea Stoneman (Trustee) $0 $0

Document Links

Fiscal Year Ending June
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

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,137,731
Expenses
$3,076,762
Net Income
-$1,939,031
Net Assets
$29,475,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21
0.0%
Dividends $1,046,331
92.0%
Sales of Assets $80,324
7.1%
Other Income $11,055
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,596,499
84.4%
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 $29,475,199
Total Liabilities $0
Net Assets $29,475,199

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,354,388
Expenses
$2,838,457
Net Income
-$484,069
Net Assets
$31,414,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $256
0.0%
Dividends $1,192,518
50.7%
Sales of Assets $68,318
2.9%
Other Income $1,093,296
46.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,334,235
82.2%
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 $31,414,230
Total Liabilities $0
Net Assets $31,414,230

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,334,460
Expenses
$2,799,546
Net Income
-$1,465,086
Net Assets
$31,918,728
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,358
0.9%
Interest Revenue $31,533
2.4%
Dividends $1,170,810
87.7%
Sales of Assets $0
Other Income $245,422
18.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,354,613
84.1%
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 $31,918,728
Total Liabilities $0
Net Assets $31,918,728

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$366,582
Expenses
$2,529,089
Net Income
-$2,162,507
Net Assets
$33,391,403
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $156
0.0%
Dividends $1,157,799
> 100%
Sales of Assets $0
Other Income -$89,115
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,037,291
80.6%
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 $33,395,082
Total Liabilities $3,679
Net Assets $33,391,403

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,804,269
Expenses
$2,262,104
Net Income
-$457,835
Net Assets
$35,566,281
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $196
0.0%
Dividends $1,121,162
62.1%
Sales of Assets $208,456
11.6%
Other Income $474,455
26.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,793,190
79.3%
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 $35,566,281
Total Liabilities $0
Net Assets $35,566,281

Document Links

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

About 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.

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Types of Nonprofits

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