STRATEGY STUDIO / PUBLIC DATA EXPLORER

STONER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
STONER FAMILY CHARITABLE FOUNDATION INC (EIN 20-0628337)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-14
IRS object ID
202341049349101304
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-14T18:50:23-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591978917PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRIDA GUIDA & PEREZ PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11106 N FRANKLIN STAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP336023813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200628337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STONER FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTONBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 CENTRAL AVENUE SUITE 300AddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHERESA STONER ANNUNZIATAPersonNm
Person TitleSEC/TRESPersonTitleTxt
Phone7278238331PhoneNum
Signature2023-04-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHERESAPersonFirstNm
Person LastANNUNZIATAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL HEVIAPreparerPersonNm
PTINP01297993PTIN
Phone8132266091PhoneNum
Preparation2023-04-06PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$167,867FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$960DividendsRevAndExpnssAmt
Dividends Net Invst Incm$960DividendsNetInvstIncmAmt
Dividends Adj Net Incm$960DividendsAdjNetIncmAmt
Total Rev And Expnss$960TotalRevAndExpnssAmt
Total Net Invst Incm$960TotalNetInvstIncmAmt
Total Adj Net Incm$960TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,135AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,135AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Taxes Net Invst Incm$61TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$56OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,252TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,252TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,452TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,252TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,492ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$960AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$123,309CashBOYAmt
Cash EOY$106,817CashEOYAmt
Cash EOYFMV$106,817CashEOYFMVAmt
Corporate Stock BOY$160,510CorporateStockBOYAmt
Corporate Stock EOY$160,510CorporateStockEOYAmt
Corporate Stock EOYFMV$61,050CorporateStockEOYFMVAmt
Total Assets BOY$283,819TotalAssetsBOYAmt
Total Assets EOY$267,327TotalAssetsEOYAmt
Total Assets EOYFMV$167,867TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$283,819NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$267,327NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$283,819TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$267,327TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$283,819TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$267,327TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$283,819TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,492ExcessRevenueOverExpensesAmt
Subtotal$267,327SubtotalAmt
Tot Net Ast Or Fund Balances EOY$267,327TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHERESA STONER ANNUNZIATAIndividualWithBooksNm
Phone7278238331PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 CENTRAL AVENUE SUITE 404AddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN ROBERT STONER
1012 PASEO DEL RIO DRIVE NEST PETERSBURGFL33702PRESIDENT1.00$0$0$0
THERESA STONER ANNUNZIATA
12006 MOUNTBATTEN DRIVETAMPAFL33626SEC/TRES1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$61,050AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115,729AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$176,779TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$176,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,652CashDeemedCharitableAmt
Net Vl Noncharitable Assets$174,127NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,706MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,706MinimumInvestmentReturnAmt
Distributable Before Adj$8,706DistributableBeforeAdjAmt
Distributable Before Ded$8,706DistributableBeforeDedAmt
Distributable As Adjusted$8,706DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,200ExpensesAndContributionsAmt
Qualifying Distributions$16,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,706DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,065ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,232ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,256ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,758ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,981ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$79,292TotalExcessDistributionCyovAmt
Qualifying Distributions$16,200QualifyingDistributionsAmt
Applied To Current Year$8,706AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,494RemainingDistriFromCorpusAmt
Total Corpus$86,786TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,065ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$79,721ExcessDistriCyovToNextYrAmt
Excess From Year4$36,232ExcessFromYear4Amt
Excess From Year3$8,256ExcessFromYear3Amt
Excess From Year2$14,758ExcessFromYear2Amt
Excess From Year1$12,981ExcessFromYear1Amt
Excess From Current Year$7,494ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN R STONERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SHORECREST PREPARATORY SCHOOL
5101 1ST STREET NST PETERSBURGFL33703NONEEXEMPTSUPPORT$3,000
ST PETE FREE CLINIC
863 3RD AVENUE NOST PETERSBURGFL33701NONEEXEMPTSUPPORT$5,500
SOCIETY OF ST VINCENT DE PAUL
384 15TH STREET NST PETERSBURGFL33705NONEEXEMPTSUPPORT$500
TEMPLE OF LOVE & HEALING
3700 40TH AVENUE NST PETERSBURGFL33714NONEEXEMPTSUPPORT$500
AMERICAN STAGE
244 2ND AVENUE N 320ST PETERSBURGFL33701NONEEXEMPTSUPPORT$1,000
ALONSO BOOSTER CLUB
8302 MONTAQUE STTAMPAFL33635NONEEXEMPTSUPPORT$200
LEARNING EMPOWERED
12945 SEMINOLE BLVDLARGOFL33778NONEEXEMPTSUPPORT$1,500BLDG 2
LUTHERAN CHURCH OF THE CROSS
4400 CHANCELLOR ST NEST PETERSBURGFL33703NONEEXEMPTSUPPORT$1,500
BOYS & GIRLS CLUBS OF TAMPA BAY
1307 N MACDILL AVETAMPAFL33607NONEEXEMPTSUPPORT$250
NATIONAL PEDIATRIC CANCER FOUNDATIO
5550 EXECUTIVE DRIVETAMPAFL33609NONEEXEMPTSUPPORT$250SUITE 200
NMGTB CHARITABLE DONATIONS ESCROW
1511 N WESTSHORE BLVDTAMPAFL33607NONEEXEMPTSUPPORT$500SUITE 800
ST PETE PAL
1450 16TH STREET NOST PETERSBURGFL33704NONEEXEMPTSUPPORT$500
POYNTER INSTITUTE
490 FIRST AVE SOST PETERSBURGFL33710NONEEXEMPTSUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$960ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$960ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$960TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,135Amt
Net Investment Income$1,135NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBAYFIRST FINANCIALStockNm
EOY Book Value$160,510EOYBookValueAmt
EOYFMV$61,050EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$56$56

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$61Amt
Net Investment Income$61NetInvestmentIncomeAmt