The Roger and Susan Stone Family Foundation makes very large, highly concentrated gifts rather than many smaller grants, directing significant funding to an intermediary donor-advised fund and to a single seminar/network organization. Their pattern suggests the foundation prefers flexible philanthropic vehicles and targeted support for seminar- or network-based charitable activity rather than broad programmatic portfolios. Giving appears episodic and strategic, likely enabling the principals to regrant through a DAF while also funding a specific institutional partner.
A single $15,894,986 transfer to Jp Morgan Charitable Giving Fund anchors the Roger and Susan Stone Family Foundation’s recent pattern of highly concentrated giving. The foundation pairs that intermediary grant with a much smaller set of direct awards, including $10,000,000 to The Seminar Network Inc and smaller charitable gifts to schools, cultural institutions, and human services organizations. That mix points to a funder that uses both regranting vehicles and targeted institutional support. Their giving is not broad-based across many program areas or many check sizes. Instead, the foundation’s recent record shows a few very large commitments alongside a long tail of smaller grants, mostly in the Midwest and the New York region. Direct grants include support for North Shore Country Day School, Jewish United Fund, Chicago Botanic Garden, and Cristo Rey Network, suggesting an interest in education, community organizations, and seminar- or network-based charitable work. The foundation’s profile is also shaped by a strong regional footprint: most grants go to recipients in Illinois, while New York is the state where it gives most often overall. Across the record, it appears to favor established institutions and flexible vehicles that can move capital efficiently.
In education, the foundation gave $210,000 to North Shore Country Day School and $10,000 each to Lake Forest Academy and Lake Forest Country Day School, showing support for independent schools in its recent record. It also made a $15,000 grant to Cristo Rey Network, linking its education giving to a broader network model. Community and human-services organizations appear as another thread. The foundation gave $50,000 to Jewish United Fund, $25,000 to Sga Youth & Family Services, and $5,000 to United Way of Metropolitan Chicago. Those grants point to support for local service infrastructure rather than one-off project grants. Cultural and civic institutions also appear in the list, including $25,100 to Chicago Botanic Garden, $5,000 to Art Institute of Chicago, and $1,100 to Chicago Symphony Orchestra Association. A separate $5,000 grant to the International Committee of the Red Cross shows that its giving also reaches beyond U.S.-based organizations.
$15.9M
$0
$229K
$16M
Most grants fall between $575 and $5K, with a median of $1K.
25th Percentile
$575
Median
$1K
75th Percentile
$5K
Top 2 recipient countries by grant volume for Roger and Susan Stone Family Foundation.
| Rank | Country | Grants | Total | Share |
|---|---|---|---|---|
| 1 | United StatesDomestic | 47 | $26.3M | 97.9% |
| 2 | Switzerland |
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Highly concentrated: very few, very large one-time grants; uses intermediary (JP Morgan Charitable Giving Fund) for flexible regranting and makes direct large institutional grants to a seminar/network organization.
Notable grantees: JP Morgan Charitable Giving Fund, The Seminar Network Inc
The foundation’s typical grants are small relative to its largest awards: p25 is $575, median is $1,300, and p75 is $5,000. That distribution sits alongside a few outsized commitments, including one grant in the multi-million-dollar range and another at $10 million. The record also shows repeated giving in 2023 and 2024, with direct grants concentrated in a narrow set of institutions rather than a wide annual portfolio. Its use of Jp Morgan Charitable Giving Fund suggests a regranting or donor-advised fund channel, while the direct gifts point to selective support for named organizations.
Most grants land in the United States, with one grant to the International Committee of the Red Cross in Switzerland. Illinois is the main destination for direct support, especially Chicago, Lake Forest, Winnetka, Evanston, Northbrook, and Arlington Heights. New York also appears repeatedly through recipients in Jenkintown, Southhampton, Staten Island, New York City, and Garrison. The state where the foundation gives most often is New York, while 70% of grants go to recipients in Illinois.
Its recent grants go mainly to financial intermediaries, seminar and network organizations, and established institutions. Examples include Jp Morgan Charitable Giving Fund at $15,894,986, The Seminar Network Inc at $10,000,000, and direct support for schools, cultural institutions, and human-services groups such as North Shore Country Day School, Chicago Botanic Garden, and United Way of Metropolitan Chicago.
Most grants are small even though a few are very large. The typical distribution is p25 of $575, median of $1,300, and p75 of $5,000. That means three-quarters of the grants in the record are at or below $5,000, with a few major outliers.
New York is the top state by grant count, while Illinois receives 70% of the grants. Recipient cities that appear repeatedly include Chicago, Lake Forest, Winnetka, Evanston, Arlington Heights, and New York City, showing a regional pattern rather than a national one.
Yes. The largest recent grant is $15,894,986 to Jp Morgan Charitable Giving Fund for general purposes, and the existing grant pattern also points to flexible philanthropic vehicles. That sits alongside a direct $10,000,000 grant to The Seminar Network Inc.
Recent education grants include $210,000 to North Shore Country Day School, $15,000 to Cristo Rey Network, and $10,000 each to Lake Forest Academy and Lake Forest Country Day School. Those awards show support for schools and network-based educational organizations.
2024
Source: IRS Form 990-PF, fiscal year 2024.
| 1 |
| $5K |
2.1% |
Recipient country reflects the grantee's headquarters per IRS 990-PF and Schedule F filings, not the program's implementation country.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| JP MORGAN CHARITABLE GIVING FUND | JENKINTOWN, PA | $15,894,986 | 2024 | GENERAL PURPOSES |
| CASH GRANTS PAID (SEE ATTACHED) | NORTHBROOK, IL | $500 | 2024 | GENERAL PURPOSE |
| THE SEMINAR NETWORK INC | ARLINGTON, VA | $10,000,000 | 2023 | CHARITABLE |
| NORTH SHORE COUNTRY DAY SCHOOL | WINNETKA, IL | $210,000 | 2023 | CHARITABLE |
| JEWISH UNITED FUND | CHICAGO, IL | $50,000 | 2023 | CHARITABLE |
| CHICAGO BOTANIC GARDEN | GLENCOE, IL | $25,100 | 2023 | CHARITABLE |
| SGA YOUTH & FAMILY SERVICES | CHICAGO, IL | $25,000 | 2023 | CHARITABLE |
| CRISTO REY NETWORK | CHICAGO, IL | $15,000 | 2023 | CHARITABLE |
| LAKE FOREST COUNTRY DAY SCHOOL | LAKE FOREST, IL | $10,000 | 2023 | CHARITABLE |
| LAKE FOREST ACADEMY | LAKE FOREST, IL | $10,000 | 2023 | CHARITABLE |
| WOUNDED WARRIOR PROJECT | JACKSONVILLE, FL | $5,000 | 2023 | CHARITABLE |
| GRAMEEN FOUNDATION | WASHINGTON, DC | $5,000 | 2023 | CHARITABLE |
| NORTHWESTERN UNIVERSITY COGNITIVE NEUROLOGY AND ALZHEIMER'S DISEASE CENTER | EVANSTON, IL | $5,000 | 2023 | CHARITABLE |
| INTERNATIONAL COMMITTEE OF THE RED CROSS | GE | $5,000 | 2023 | CHARITABLE |
| RONALD MCDONALD HOUSE CHARITIES | CHICAGO, IL | $5,000 | 2023 | CHARITABLE |
| ABILITYLAB | CHICAGO, IL | $5,000 | 2023 | CHARITABLE |
| CATO INSTITUTE | WASHINGTON, DC | $5,000 | 2023 | CHARITABLE |
| PECONIC LAND TRUST | SOUTHAMPTON, NY | $5,000 | 2023 | CHARITABLE |
| LYRIC OPERA OF CHICAGO | CHICAGO, IL | $5,000 | 2023 | CHARITABLE |
| HEIFER INTERNATIONAL FOUNDATION | LITTLE ROCK, AR | $5,000 | 2023 | CHARITABLE |
| ART INSTITUTE OF CHICAGO | CHICAGO, IL | $5,000 | 2023 | CHARITABLE |
| UNITED WAY OF METROPOLITAN CHICAGO | CHICAGO, IL | $5,000 | 2023 | CHARITABLE |
| CAMP FOR ALL KIDS | CHICAGO, IL | $3,900 | 2023 | CHARITABLE |
| HIGHLAND PARK COMMUNITY FOUNDATION | HIGHLAND PARK, IL | $2,500 | 2023 | CHARITABLE |
| THE GARDEN CONSERVANCY | GARRISON, NY | $1,500 | 2023 | CHARITABLE |
| CHICAGO SYMPHONY ORCHESTRA ASSOCIATION | CHICAGO, IL | $1,100 | 2023 | CHARITABLE |
| GREATER CHICAGO FOOD DEPOSITORY | CHICAGO, IL | $1,000 | 2023 | CHARITABLE |
| LAKE FOREST POLICE FOUNDATION | LAKE FOREST, IL | $1,000 | 2023 | CHARITABLE |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | NEW YORK, NY | $1,000 | 2023 | CHARITABLE |
| CLEARBROOK | ARLINGTON HEIGHTS, IL | $1,000 | 2023 | CHARITABLE |
| SOUTHHAMPTON HOSPITAL FOUNDATION | SOUTHHAMPTON, NY | $1,000 | 2023 | CHARITABLE |
| FAMILY SERVICES OF GLENCOE | GLENCOE, IL | $1,000 | 2023 | CHARITABLE |
| THE CHICAGO LIGHTHOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED | CHICAGO, IL | $1,000 | 2023 | CHARITABLE |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | CHICAGO, IL | $1,000 | 2023 | CHARITABLE |
| TUNNELS TO TOWERS | STATEN ISLAND, NY | $1,000 | 2023 | CHARITABLE |
| LINCOLN PARK ZOO | CHICAGO, IL | $1,000 | 2023 | CHARITABLE |
| COLONIAL WILLIAMSBURG FOUNDATION | WILLIAMSBURG, VA | $600 | 2023 | CHARITABLE |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | SKOKIE, IL | $500 | 2023 | CHARITABLE |
| TRI-CON CHILD CARE CENTER | HIGHLAND PARK, IL | $500 | 2023 | CHARITABLE |
| KADET CANCER RESEARCH FOUNDATION | MATTESON, IL | $500 | 2023 | CHARITABLE |
| HISTORY CENTER OF LAKE FOREST LAKE BLUFF | LAKE FOREST, IL | $500 | 2023 | CHARITABLE |
| UNIVERSITY OF CHICAGO LABORATORY SCHOOLS | CHICAGO, IL | $100 | 2023 | CHARITABLE |
| LES TURNER ALS FOUNDATION | SKOKIE, IL | $100 | 2023 | CHARITABLE |
| PARKINSON'S FOUNDATION | NEW YORK, NY | $100 | 2023 | CHARITABLE |
| LURIE CHILDREN'S HOSPITAL OF CHICAGO | CHICAGO, IL | $100 | 2023 | CHARITABLE |
| ANTIQUARIAN SOCIETY OF THE ART INSTITUTE OF CHICAGO | CHICAGO, IL | $100 | 2023 | CHARITABLE |
| FRIENDS OF THE CORNELL LAB OF ORNITHOLGY INC | ITHACA, NY | $100 | 2023 | CHARITABLE |
| AMERICAN LUNG ASSOCIATION | CHICAGO, IL | $50 | 2023 | CHARITABLE |
JP MORGAN CHARITABLE GIVING FUND
$15,894,986GENERAL PURPOSES
CASH GRANTS PAID (SEE ATTACHED)
$500GENERAL PURPOSE
CHICAGO BOTANIC GARDEN
CHARITABLE
LAKE FOREST ACADEMY
$10,000CHARITABLE
NORTHWESTERN UNIVERSITY COGNITIVE NEUROLOGY AND ALZHEIMER'S DISEASE CENTER
$5,000CHARITABLE
INTERNATIONAL COMMITTEE OF THE RED CROSS
$5,000CHARITABLE
RONALD MCDONALD HOUSE CHARITIES
$5,000CHARITABLE
ABILITYLAB
$5,000CHARITABLE
UNITED WAY OF METROPOLITAN CHICAGO
$5,000CHARITABLE
LAKE FOREST POLICE FOUNDATION
$1,000CHARITABLE
FAMILY SERVICES OF GLENCOE
$1,000CHARITABLE
ST JUDE CHILDREN'S RESEARCH HOSPITAL
$1,000CHARITABLE
TUNNELS TO TOWERS
$1,000CHARITABLE
LINCOLN PARK ZOO
$1,000CHARITABLE
ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER
$500CHARITABLE
TRI-CON CHILD CARE CENTER
$500CHARITABLE
KADET CANCER RESEARCH FOUNDATION
$500CHARITABLE
UNIVERSITY OF CHICAGO LABORATORY SCHOOLS
$100CHARITABLE
LURIE CHILDREN'S HOSPITAL OF CHICAGO
$100CHARITABLE
ANTIQUARIAN SOCIETY OF THE ART INSTITUTE OF CHICAGO
$100CHARITABLE
FRIENDS OF THE CORNELL LAB OF ORNITHOLGY INC
$100CHARITABLE