STONER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STONER FAMILY CHARITABLE FOUNDATION INC (EIN 20-0628337)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-11
- IRS object ID
- 202211019349100431
- Schema version
- 2021v4.0
- 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
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-11T17:53:38-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 1106 N FRANKLIN ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336023813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-03-30 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL HEVIA | PreparerPersonNm |
| PTIN | P01297993 | PTIN |
| Phone | 8132266091 | PhoneNum |
| Preparation | 2022-03-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $188,559 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $830 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $830 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $50,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $830 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $830 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $37 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $37 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $830 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,802 | CashBOYAmt |
| Cash EOY | $123,309 | CashEOYAmt |
| Cash EOYFMV | $123,309 | CashEOYFMVAmt |
| Corporate Stock BOY | $160,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $160,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,250 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $254,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $188,559 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $254,312 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $283,819 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $254,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $254,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $283,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $254,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,507 | ExcessRevenueOverExpensesAmt |
| Subtotal | $283,819 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $283,819 | 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 |
| Individual With Books | THERESA STONER ANNUNZIATA | IndividualWithBooksNm |
| Phone | 7278238331 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CENTRAL AVENUE SUITE 404 | AddressLine1Txt |
| 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 | false | 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 |
| 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 | 1.00 | $0 | $0 | $0 |
| THERESA STONER ANNUNZIATA | ||||||||
| 12006 MOUNTBATTEN DRIVE | TAMPA | FL | 33626 | SEC/TRES | 1.00 | $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 | $56,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,555 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $144,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,119 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $7,119 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,119 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,119 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,632 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,065 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,232 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,256 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,943 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,981 | RemainingDistriFromCorpusAmt |
| Total Corpus | $88,924 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,292 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,065 | ExcessFromYear4Amt |
| Excess From Year3 | $36,232 | ExcessFromYear3Amt |
| Excess From Year2 | $8,256 | ExcessFromYear2Amt |
| Excess From Year1 | $14,758 | ExcessFromYear1Amt |
| Excess From Current Year | $12,981 | 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 | $10,000 | |
| 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 | |
| FIRST UNITY CHURCH | ||||||||
| 460 46TH AVENUE N | ST PETERSBURG | FL | 33703 | NONE | EXEMPT | SUPPORT | $2,000 | |
| AMERICAN STAGE | ||||||||
| 244 2ND AVENUE N 320 | ST PETERSBURG | FL | 33701 | NONE | EXEMPT | SUPPORT | $1,000 | |
| ALONSO BOOSTER CLUB | ||||||||
| 8302 MONTAQUE ST | TAMPA | FL | 33635 | NONE | EXEMPT | SUPPORT | $100 | |
| LEARNING EMPOWERED | ||||||||
| 12945 SEMINOLE BLVD | LARGO | FL | 33778 | NONE | EXEMPT | SUPPORT | $1,500 | BLDG 2 |
| LUTHERAN CHURCH OF THE CROSS | ||||||||
| 4400 CHANCELLOR ST NE | ST PETERSBURG | FL | 33703 | NONE | EXEMPT | SUPPORT | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $830 | 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 | $1,125 | Amt |
| Net Investment Income | $1,125 | 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 | $65,250 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $37 | LegalFeesAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $61 | Amt |