STONER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STONER FAMILY CHARITABLE FOUNDATION INC (EIN 20-0628337)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-13
- IRS object ID
- 202401049349100225
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-13T14:35:42-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591978917 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIDA GUIDA & PEREZ PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2504 WEST KATHLEEN ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200628337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONER FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CENTRAL AVENUE SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA STONER ANNUNZIATA | PersonNm |
| Person Title | SEC/TRES | PersonTitleTxt |
| Phone | 7278238331 | PhoneNum |
| Signature | 2024-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THERESA | PersonFirstNm |
| Person Last | ANNUNZIATA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL HEVIA | PreparerPersonNm |
| PTIN | P01297993 | PTIN |
| Phone | 8132266091 | PhoneNum |
| Preparation | 2024-04-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $154,936 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $720 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $720 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $720 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $720 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,175 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $720 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,817 | CashBOYAmt |
| Cash EOY | $93,136 | CashEOYAmt |
| Cash EOYFMV | $93,136 | CashEOYFMVAmt |
| Corporate Stock BOY | $160,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $160,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,800 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $267,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $253,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,936 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $267,327 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $253,646 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $267,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $253,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $267,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $253,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $267,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,681 | ExcessRevenueOverExpensesAmt |
| Subtotal | $253,646 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $253,646 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THERESA STONER ANNUNZIATA | BusinessNameLine1Txt |
| Business Name Line2 | STONER FAMILY CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7178238331 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CENTRAL AVENUE SUITE 404 | AddressLine1Txt |
| Address Line2 | 700 CENTRAL AVENUE SUITE 404 | AddressLine2Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN ROBERT STONER | ||||||||
| 1012 PASEO DEL RIO DRIVE NE | ST PETERSBURG | FL | 33702 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| THERESA STONER ANNUNZIATA | ||||||||
| 12006 MOUNTBATTEN DRIVE | TAMPA | FL | 33626 | SEC/TRES | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,832 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $161,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,970 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $7,970 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,970 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,970 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,970 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,232 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,256 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,758 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,494 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,050 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,080 | RemainingDistriFromCorpusAmt |
| Total Corpus | $84,801 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,232 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,569 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,256 | ExcessFromYear4Amt |
| Excess From Year3 | $14,758 | ExcessFromYear3Amt |
| Excess From Year2 | $12,981 | ExcessFromYear2Amt |
| Excess From Year1 | $7,494 | ExcessFromYear1Amt |
| Excess From Current Year | $5,080 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN R STONER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SHORECREST PREPARATORY SCHOOL | ||||||||
| 5101 1ST STREET N | ST PETERSBURG | FL | 33703 | NONE | EXEMPT | SUPPORT | $3,000 | |
| ST PETE FREE CLINIC | ||||||||
| 863 3RD AVENUE NO | ST PETERSBURG | FL | 33701 | NONE | EXEMPT | SUPPORT | $5,500 | |
| SOCIETY OF ST VINCENT DE PAUL | ||||||||
| 384 15TH STREET N | ST PETERSBURG | FL | 33705 | NONE | EXEMPT | SUPPORT | $500 | |
| TEMPLE OF LOVE & HEALING | ||||||||
| 3700 40TH AVENUE N | ST PETERSBURG | FL | 33714 | NONE | EXEMPT | SUPPORT | $500 | |
| ALONSO BOOSTER CLUB | ||||||||
| 8302 MONTAQUE ST | TAMPA | FL | 33635 | NONE | EXEMPT | SUPPORT | $200 | |
| LEARNING EMPOWERED | ||||||||
| 12945 SEMINOLE BLVD | LARGO | FL | 33778 | NONE | EXEMPT | SUPPORT | $1,500 | BLDG 2 |
| ST PETE PAL | ||||||||
| 1450 16TH STREET NO | ST PETERSBURG | FL | 33704 | NONE | EXEMPT | SUPPORT | $250 | |
| FIRST UNITY CHURCH | ||||||||
| 460 46TH AVENUE N | ST PETERSBURG | FL | 33703 | NONE | EXEMPT | SUPPORT | $1,000 | |
| GLOBAL PEACE WORKS | ||||||||
| CO TEMPLEHAYES | CARPINTERIA | CA | 93013 | NONE | EXEMPT | SUPPORT | $600 | 1268-1 CRAVENS LANE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $720 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $720 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $720 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,175 | Amt |
| Net Investment Income | $1,175 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BAYFIRST FINANCIAL | StockNm |
| EOY Book Value | $160,510 | EOYBookValueAmt |
| EOYFMV | $61,800 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $115 | Amt |
| Net Investment Income | $115 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |