STONE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STONE FOUNDATION (EIN 45-2571353)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-26
- IRS object ID
- 201401779349100100
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-26T07:43:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561333749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMRIC & YALE CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 757 | AddressLine1 |
| City | NORTH WILKESBORO | City |
| State | NC | State |
| ZIP Code | 28659 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452571353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STONE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 3369038965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 PARTRIDGE LANE | AddressLine1 |
| City | WILKESBORO | City |
| State | NC | State |
| ZIP Code | 28697 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY D STONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3369038965 | PhoneNum |
| Signature | 2014-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL G YALE | PreparerPersonNm |
| PTIN | P01214339 | PTIN |
| Phone | 3368387077 | PhoneNum |
| Preparation | 2014-06-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,993,560 | 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 | $6,470 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $580,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,789 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,753 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $20,412 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,412 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $716 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $716 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,470 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,470 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $113 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126 | CashBOYAmt |
| Cash EOY | $1,424 | CashEOYAmt |
| Cash EOYFMV | $1,424 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $170,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,932 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $444,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $772,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $921,869 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $930,142 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $521,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $511,452 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $375,056 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $562,124 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $517,883 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,284 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,030 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,925,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,902,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,993,560 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,925,232 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,902,184 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,925,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,902,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,925,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,902,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,925,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,145 | OtherIncreasesAmt |
| Subtotal | $1,902,339 | SubtotalAmt |
| Other Decreases | $155 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,902,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO - ST COV | P | 2013-04-01 | 2013-07-15 | $8,777 | $10,000 | -$1,223 | -$1,223 |
| WELLS FARGO - LT COV | P | 2012-01-30 | 2013-08-22 | $427,033 | $424,804 | $2,229 | $2,229 |
| WELLS FARGO - LT NONCOV | P | 2011-12-15 | 2013-04-10 | $132,771 | $140,006 | -$7,235 | -$7,235 |
| ISHARES GOLD | P | 2001-01-01 | 2013-06-10 | $113 | $142 | -$29 | -$29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,789 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,440 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,926,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018913 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,955,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001534 | DistributionYr2Rt |
| Total Distribution | 0.020447 | TotalDistributionRt |
| Average Distribution | 0.010224 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,885,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,272 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $205 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,477 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $205 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $205 | SubtotalAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $95 | OverpaymentAmt |
| Applied To ES Tax | $95 | AppliedToESTaxAmt |
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 | NC | 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 | LARRY D STONE | IndividualWithBooksNm |
| Phone | 3369038965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 PARTRIDGE LANE | AddressLine1 |
| City | WILKESBORO | City |
| State | NC | State |
| ZIP Code | 28697 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LARRY D STONE | ||||||||
| 149 PARTRIDGE LANE | WILKESBORO | NC | 28697 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DIANE A STONE | ||||||||
| 149 PARTRIDGE LANE | WILKESBORO | NC | 28697 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LARRY D STONE JR | ||||||||
| 259 S WILLOW AVENUE | COOKEVILLE | TN | 38501 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRIS D STONE | ||||||||
| 1010 SARAH MILES LANE | MANITOWOC | WI | 54220 | DIRECTOR | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO QUALIFIED PUBLIC CHARITABLE ORGANIZATIONS. CONTRIBUTIONS WERE MADE TO 17 SUCH ORGANIZATIONS IN 2013 (PART XV). | Description1Txt |
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 | $1,803,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,657 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,913,710 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,913,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,885,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,250 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,250 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $205 | TotalTaxAmt |
| Distributable Before Adj | $94,045 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,045 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $205 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,583 | UndistributedIncomePYAmt |
| Qualifying Distributions | $52,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,050 | AppliedToYear1Amt |
| Taxable2 | $4,533 | Taxable2Amt |
| Undistributed Income CY | $94,045 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BARIUM SPRINGS HOME FOR CHILDREN | |||||
| 507 COURTHOUSE DRIVE | WILKESBORO | NC | 28697 | UNRESTRICTED | $3,000 |
| WILKES EDC | |||||
| 213 NINTH ST | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $5,000 |
| WILKES PREGNANCY CARE CENTER | |||||
| 1224 SCHOOL ST | WILKESBORO | NC | 28697 | UNRESTRICTED | $250 |
| PRESBYTERIAN HEALTHCARE FOUNDATION | |||||
| PO BOX 33549 | CHARLOTTE | NC | 28233 | UNRESTRICTED | $1,000 |
| WILKES CC ENDOWMENT | |||||
| PO BOX 120 | WILKESBORO | NC | 28697 | UNRESTRICTED | $1,000 |
| THE HEALTH FOUNDATION | |||||
| PO BOX 667 | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $10,000 |
| UNIVERSITY OF WISCONSIN-MANITOWOC | |||||
| 705 VIEBAHN ST | MANITIWOC | WI | 54220 | UNRESTRICTED | $1,000 |
| WILKES HERITAGE MUSEUM | |||||
| PO BOX 935 | WILKESBORO | NC | 28697 | UNRESTRICTED | $8,000 |
| YMCA OF NORTHWEST NC | |||||
| HWY 268W | WILKESBORO | NC | 28697 | UNRESTRICTED | $10,000 |
| SKILLSUSA | |||||
| 14001 SKILLSUSA WAY | LEESBURG | VA | 20176 | UNRESTRICTED | $1,000 |
| NC COMMUNITY FOUNDATION | |||||
| 4601 SIX FORKS ROAD | RALEIGH | NC | 27609 | UNRESTRICTED | $1,800 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||
| PO BOX 321 | MANITOWOC | WI | 54221 | UNRESTRICTED | $1,000 |
| SAMARITAN'S PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | UNRESTRICTED | $5,000 |
| PUTNAM EDUCATION PARTNERSHIP FOUNDA | |||||
| 1400 E SPRING ST | COOKEVILLE | TN | 38506 | UNRESTRICTED | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | UNRESTRICTED | $250 |
| THE WINSTON SALEM FOUNDATION | |||||
| 860 WEST FIFTH STREET | WINSTON SALEM | NC | 27101 | UNRESTRICTED | $1,000 |
| UPPER CUMBERLAND DEV DISTRICT | |||||
| 1225 S WILLOW AVE | COOKEVILLE | TN | 38506 | UNRESTRICTED | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,956 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,789 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,753 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,753 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LARRY D STONE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 PARTRIDGE LANE | AddressLine1 |
| City | WILKESBORO | City |
| State | NC | State |
| ZIP Code | 28697 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,470 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| LARRY D STONE |
| DIANE A STONE |
| LARRY D STONE JR |
| CHRIS D STONE |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO LOW DURATION FUND | $65,165 | $64,665 |
| VANGUARD SHORT TERM BOND | $63,631 | $62,505 |
| PIMCO EMERGING LOCAL BOND | $60,000 | $53,494 |
| EATON VANCE FLOATING RATE | $33,729 | $34,102 |
| ISHARES BARCLAYS SHORT TREAS | $164,036 | $164,052 |
| JPMORGAN HIGH YIELD | $17,500 | $17,835 |
| WELLS FARGO ADV ULTRA SHORT | ||
| FIDELITY EMERGING MKTS | $60,000 | $56,808 |
| PIMCO FOREIGN BOND | $57,825 | $57,991 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED STRATEGIC VALUE DIVIDEND | $185,000 | $221,127 |
| JP MORGAN MID CAP VALUE | $95,000 | $125,141 |
| VANGUARD MSCI EMERGING MARKETS | $170,198 | $169,291 |
| HARBOR CAP APPRECIATION | $125,000 | $171,489 |
| ISHARES RUSSELL 2000 | $24,765 | $32,387 |
| KEELEY SMALL CAP VALUE | $25,000 | $31,081 |
| DELAWARE POOLED INTL EQUITY | $90,000 | $107,610 |
| ARTISAN INTL FUND 661 | $57,825 | $63,743 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR MANAGED FUTURES | AT COST | $45,000 | $48,689 |
| EATON VANCE GLOBAL MACRO | AT COST | $60,000 | $57,055 |
| HUSSMAN STRATEGIC GROWTH | AT COST | $135,000 | $114,865 |
| MERGER FUND | AT COST | $50,000 | $50,721 |
| ISHARES GOLD TRUST | AT COST | $55,086 | $40,109 |
| PIMCO COMMODITY REAL RETURN | AT COST | ||
| DRIEHAUS ACTIVE INCOME FUND | AT COST | $57,825 | $57,987 |
| CREDIT SUISSE COMMODITY RETURN | AT COST | $40,791 | $40,180 |
| SPDR DJ WILSHIRE R/E | AT COST | $39,131 | $36,874 |
| VANGUARD REIT VIPER | AT COST | $79,291 | $71,403 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVED AFTER 12/31 | Desc |
| BOY Book Value | $4,284 | BOYBookValueAmt |
| EOY Book Value | $3,030 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2012 EXCISE TAX | Description |
| Amount | $155 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $113 | $113 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDIVIDEND DISTRIBUTIONS | Description |
| Amount | $2,145 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - WELL FARGO | CategoryTxt |
| Amt | $20,412 | Amt |
| Net Investment Income | $20,412 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $716 | Amt |
| Net Investment Income | $716 | NetInvestmentIncomeAmt |