STRATEGY STUDIO / PUBLIC DATA EXPLORER

STONER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
STONER FAMILY CHARITABLE FOUNDATION INC (EIN 20-0628337)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-11
IRS object ID
201621329349102312
Schema version
2015v2.1
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)
Return2016-05-11T14:41:48-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591850025PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREGORY SHARER & STUART PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 2ND AVE SOUTH STE 600AddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337014336ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Phone7278238331PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHERESA STONER ANNUNZIATAPersonNm
Person TitleSEC/TREAPersonTitleTxt
Phone7278238331PhoneNum
Signature2016-05-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAULA D POPOVICH CPAPreparerPersonNm
PTINP00187218PTIN
Phone7278216161PhoneNum
Preparation2016-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,920FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$5,011TotalRevAndExpnssAmt
Total Net Invst Incm$11TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$150LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$150LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,111TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,061TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,050TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,050ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,770SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,720SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,720SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$160,510CorporateStockBOYAmt
Corporate Stock EOY$160,510CorporateStockEOYAmt
Corporate Stock EOYFMV$19,200CorporateStockEOYFMVAmt
Total Assets BOY$171,280TotalAssetsBOYAmt
Total Assets EOY$164,230TotalAssetsEOYAmt
Total Assets EOYFMV$22,920TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$171,280CapitalStockBOYAmt
Capital Stock EOY$164,230CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$171,280TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$164,230TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$171,280TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$164,230TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$171,280TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,050ExcessRevenueOverExpensesAmt
Subtotal$164,230SubtotalAmt
Tot Net Ast Or Fund Balances EOY$164,230TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,900AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,289NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.558974DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,550AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$24,963NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.662981DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,170AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$13,636NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.599149DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,215AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,904NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.727851DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,330AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$46,525NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.565932DistributionYr5Rt
Total Distribution3.114887TotalDistributionRt
Average Distribution0.622977AverageDistributionRt
Net Vl Noncharitable Assets$21,371NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,314AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$13,314AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,950QualifyingDistributionsAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksTHERESA STONER ANNUNZIATAIndividualWithBooksNm
Phone7278238331PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 CENTRAL AVENUE SUITE 301AddressLine1Txt
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
ROBERT WINSTON STONER
11005 CINDERLANE PLACETEMPLE TERRACEFL33617VP1.00$0$0$0
THERESA STONER ANNUNZIATA
12006 MOUNTBATTEN DRIVETAMPAFL33626SEC/TREA1.00$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$16,775AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,921AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,696TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$21,696AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,371NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,069MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,069MinimumInvestmentReturnAmt
Distributable Before Adj$1,069DistributableBeforeAdjAmt
Distributable Before Ded$1,069DistributableBeforeDedAmt
Distributable As Adjusted$1,069DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,950ExpensesAndContributionsAmt
Qualifying Distributions$10,950QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,069DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$24,004ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,170ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,488ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,302ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,836ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,800TotalExcessDistributionCyovAmt
Qualifying Distributions$10,950QualifyingDistributionsAmt
Applied To Current Year$1,069AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,881RemainingDistriFromCorpusAmt
Total Corpus$81,681TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$24,004ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$57,677ExcessDistriCyovToNextYrAmt
Excess From Year4$14,170ExcessFromYear4Amt
Excess From Year3$7,488ExcessFromYear3Amt
Excess From Year2$15,302ExcessFromYear2Amt
Excess From Year1$10,836ExcessFromYear1Amt
Excess From Current Year$9,881ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
11207 BLUE HERON BLVD NST PETERSBURGFL33716NONEEXEMPTSUPPORT$100
AMERICAN STAGE
163 3RD STREET NORTHST PETERSBURGFL33701NONEEXEMPTSUPPORT$875
AUTISM SPEAKS
99 WALL ST RESEARCH PARKPRINCETONNJ08540NONEEXEMPTSUPPORT$75
BIG BROTHERS BIG SISTERS TAMPA BAY
711 S DALE MABRY HWY 300TAMPAFL33609NONEEXEMPTSUPPORT$50
BOCA CIEGA HIGH SCHOOL JROTC
924 58TH STREET SGULFPORTFL33707NONEEXEMPTSUPPORT$70
CELMA MASTRY OVARIAN CANCER FOUNDAT
POST OFFICE BOX 48787ST PETERSBURGFL33743NONEEXEMPTSUPPORT$200
DEER PARK ELEMENTARY PTA
14301 CITRUS POINTE DRIVETAMPAFL33625NONEEXEMPTSUPPORT$50
FLORIDA SOUTHERN COLLEGE
111 LAKE HOLLINGSWORTH DRLAKELANDFL33801NONEEXEMPTSUPPORT$500
MDRT FOUNDATION
325 W TOUHY AVENUEPARK RIDGEIL60068NONEEXEMPTSUPPORT$1,000
SHORECREST PREPARATORY SCHOOL
5101 1ST STREET NST PETERSBURGFL33703NONEEXEMPTSUPPORT$3,000
SOCIETY OF ST VINCENT DE PAUL
384 15TH STREET NST PETERSBURGFL33705NONEEXEMPTSUPPORT$500
ST PETE FREE CLINIC
863 3RD AVENUE NST PETERSBURGFL33701NONEEXEMPTSUPPORT$3,500
TEMPLE OF LOVE & HEALING
3700 40TH AVENUE NST PETERSBURGFL33714NONEEXEMPTSUPPORT$1,000
WOMEN'S SERVICE LEAGUE
6550 2ND AVENUE NST PETERSBURGFL33710NONEEXEMPTSUPPORT$30
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN R STONERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11012 PASEO DEL RIO DRIVE NEAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33702ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$900Amt
Net Investment Income$900NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIRST HOME BANK STOCKStockNm
EOY Book Value$160,510EOYBookValueAmt
EOYFMV$19,200EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$150LegalFeesAmt
Net Investment Income$150NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHN R STONERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11012 PASEO DEL RIO DR NEAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33702ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryANNUAL REPORTCategoryTxt
Amt$61Amt