Roger And Susan Stone Family Foundation
- Assets
- $23.5m
- Revenue
- $8.4m
- Investments
- $23.0m
- Employees
- 0
- Location
- Northbrook, IL
- Founding
- 09/1969
- Data as of
- 12/2021
- EIN
- 23-7026711
Organization Overview
Roger And Susan Stone Family Foundation is located in Northbrook, IL. The organization was established in 1969. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roger And Susan Stone Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Roger And Susan Stone Family Foundation generated $8.4m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 25.0% each year . All expenses for the organization totaled $16.6m during the year ending 12/2021. While expenses have increased by 21.8% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Roger And Susan Stone Family Foundation has awarded 108 individual grants totaling $27,770,520. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Roger Stone President/treasurer/direct | 3 | $0 | |
Karen Stone Kaplan Director | 2 | $0 | |
Susan Stone Secretary/director | 2 | $0 | |
Lauren Gail Stone Director | 2 | $0 | |
Jennifer Lynn Stone Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $213 |
| Dividends & Interest | $628,564 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $7,756,751 |
| Capital Gain Net Income | $7,756,751 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $8,385,528 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $37,937 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $97 |
| Total operating and administrative expenses | $134,443 |
| Contributions, gifts, grants paid | $16,432,100 |
| Total expenses and disbursements | $16,566,543 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $23,150 |
| Savings and temporary cash investments | $464,021 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $23,476,805 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Roger And Susan Stone Family Foundation has awarded $16,432,100 in support to 44 organizations.
| Grant Recipient | Amount |
|---|---|
STAND TOGETHER TRUST PURPOSE: CHARITABLE | $11,000,000 |
CHICAGO HORTICULTURAL SOCIETY (CHICAGO BOTANIC GARDEN) PURPOSE: CHARITABLE | $5,026,000 |
Winnetka, IL PURPOSE: CHARITABLE | $210,100 |
JEWISH UNITED FUND PURPOSE: CHARITABLE | $50,000 |
Chicago, IL PURPOSE: CHARITABLE | $25,000 |
Washington, DC PURPOSE: CHARITABLE | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Hall Family Foundation Kansas City, MO | $1,171,646,854 | $87,869,006 |
Caterpillar Foundation Peoria, IL | $93,606,659 | $54,411,827 |
Circle Of Service Foundation Chicago, IL | $697,372,085 | $55,153,209 |
Allstate Foundation Northbrook, IL | $112,475,932 | $31,277,614 |
William R Kenan Jr Charitable Trust Chicago, IL | $564,490,046 | $137,606,226 |
Polk Bros Foundation Inc Chicago, IL | $329,136,356 | $57,050,478 |
Pritzker Foundation Chicago, IL | $0 | $47,756,040 |
Trott Family Foundation Chicago, IL | $0 | $2,395,873 |
Anthem Foundation Inc Indianapolis, IN | $153,394,091 | $25,472,782 |
U S Bancorp Foundation Milwaukee, WI | $68,350,907 | $6,892,078 |
Manton Foundation Chicago, IL | $499,091,994 | $69,635,634 |