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STONER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
STONER FAMILY CHARITABLE FOUNDATION INC (EIN 20-0628337)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-14
IRS object ID
201301349349100910
Schema version
2012v2.1
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)
Timestamp2013-05-14T09:52:34-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREGORY SHARER & STUART PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 2ND AVE SOUTH STE 600AddressLine1
CitySAINT PETERSBURGCity
StateFLState
ZIP Code337014336ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200628337EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STONER FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTONNameControl
Phone7278238331Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 CENTRAL AVENUEAddressLine1
Address Line2ROOM/SUITE 404AddressLine2
CityST PETERSBURGCity
StateFLState
ZIP Code33701ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHERESA STONER ANNUNZIATAName
TitleSEC/TREASTitle
Phone7278238331Phone
Date Signed2013-05-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NamePAULA D POPOVICH CPAName
Phone7278216161Phone
Date Prepared2013-05-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY31745FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss28500ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss14InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Other Income Rev And Expnss-2680OtherIncomeRevAndExpnss
Total Revenue And Expenses25834TotalRevenueAndExpenses
Total Net Investment Income2TotalNetInvestmentIncome
Legal Fees Rev And Expnss165LegalFeesRevAndExpnss
Legal Fees Net Invst Incm165LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss925AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm925AccountingFeesNetInvstIncm
Taxes Rev And Expnss62TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss1152TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1090TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss8170ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps8170ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss9322TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1090TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps8170TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses16512ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY2105SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY21285SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV21285SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY164247InvestmentsCorpStockBOY
Investments Corp Stock EOY161579InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV10460InvestmentsCorpStockEOYFMV
Total Assets BOY166352TotalAssetsBOY
Total Assets EOY182864TotalAssetsEOY
Total Assets EOYFMV31745TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY166352CapitalStockBOY
Capital Stock EOY182864CapitalStockEOY
Total Net Assets BOY166352TotalNetAssetsBOY
Total Net Assets EOY182864TotalNetAssetsEOY
Total Liabilities Net Assets BOY166352TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY182864TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY166352TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses16512ExcessOfRevenueOverExpenses
Subtotal182864Subtotal
Total Net Assets Fund Balances EOY182864TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year115215QualifyingDistributionsYear1
Noncharitable Assets Year120904NoncharitableAssetsYear1
Distribution Ratio Year10.727851DistributionRatioYear1
Qualifying Distributions Year226330QualifyingDistributionsYear2
Noncharitable Assets Year246525NoncharitableAssetsYear2
Distribution Ratio Year20.565932DistributionRatioYear2
Qualifying Distributions Year325965QualifyingDistributionsYear3
Noncharitable Assets Year3146843NoncharitableAssetsYear3
Distribution Ratio Year30.176822DistributionRatioYear3
Qualifying Distributions Year444140QualifyingDistributionsYear4
Noncharitable Assets Year4246509NoncharitableAssetsYear4
Distribution Ratio Year40.179060DistributionRatioYear4
Qualifying Distributions Year541900QualifyingDistributionsYear5
Noncharitable Assets Year5262515NoncharitableAssetsYear5
Distribution Ratio Year50.159610DistributionRatioYear5
Total Distribution Ratio1.809275TotalDistributionRatio
Average Distribution Ratio0.361855AverageDistributionRatio
Net Noncharitable Assets13636NetNoncharitableAssets
Adjusted Noncharitable Assets4934AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One4934AdjNonchrtblAssetsAndOnePct
Qualifying Distributions8170QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressNONEWebsiteAddress
Books In Care Of Person NameTHERESA STONER ANNUNZIATABooksInCareOfPersonName
Books In Care Of Phone Number7278238331BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1700 CENTRAL AVENUE SUITE 301AddressLine1
CityST PETERSBURGCity
StateFLState
ZIP Code33701ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN ROBERT STONER
1012 PASEO DEL RIO DRIVE NEST PETERSBURGFL33702PRESIDENT1.00000
ROBERT WINSTON STONER
11005 CINDERLANE PLACETEMPLE TERRACEFL33617VP1.00000
THERESA STONER ANNUNZIATA
12006 MOUNTBATTEN DRIVETAMPAFL33626SEC/TREA1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities11525AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2319AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets13844TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets13844AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable208CashDeemedCharitable
Net Noncharitable Assets13636NetNoncharitableAssets
Minimum Investment Return682MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return682MinimumInvestmentReturn
Distributable Amount Before Adj682DistributableAmountBeforeAdj
Distributable Amount Before Ded682DistributableAmountBeforeDed
Distributable Amount As Adjusted682DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions8170ExpensesAndContributions
Qualifying Distributions8170QualifyingDistributions
Adj Qualifying Distributions8170AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted682DistributableAmountAsAdjusted
Excess Distri Carryover Year528774ExcessDistriCarryoverYear5
Excess Distri Carryover Year431815ExcessDistriCarryoverYear4
Excess Distri Carryover Year318623ExcessDistriCarryoverYear3
Excess Distri Carryover Year224004ExcessDistriCarryoverYear2
Excess Distri Carryover Year114170ExcessDistriCarryoverYear1
Total Excess Distri Carryover117386TotalExcessDistriCarryover
Qualifying Distributions8170QualifyingDistributions
Applied To Current Year682AppliedToCurrentYear
Remaining Distri From Corpus7488RemainingDistriFromCorpus
Total Corpus124874TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year528774ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year96100ExcessDistriCyovToNextYear
Excess From Year431815ExcessFromYear4
Excess From Year318623ExcessFromYear3
Excess From Year224004ExcessFromYear2
Excess From Year114170ExcessFromYear1
Excess From Current Year7488ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJOHN R STONERContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
PARC
3190 TYRONE BLVDST PETERSBURGFL33710NONEEXEMPTSUPPORT$1,000
SHORECREST PREPATORY 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$2,500
TEMPLE OF LOVE & HEALING
3700 40TH AVENUE NST PETERSBURGFL33714NONEEXEMPTSUPPORT$500
ST ANNE OF GRACE EPISCOPAL CHURCH
6650 113TH STREET NORTHSEMINOLEFL33776NONEEXEMPTSUPPORT$70
AMERICAN CANCER SOCIETY
4801 86TH AVENUE NORTHPINELLAS PARKFL33782NONEEXEMPTSUPPORT$50
MANASOTA ARC
6712 1ST AVENUE WBRADENTONFL34209NONEEXEMPTSUPPORT$500
WOMEN'S SERVICE LEAGUE
121 ASHBROOK DRIVEBRADENTONFL33511NONEEXEMPTSUPPORT$50
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year8170TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Business Code522100BusinessCode
Unrelated Business Income$12UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Other Revenue Described OtherRevenueDescribed (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeUnrelated Business IncomeUnrelatedBusinessIncomeAmount
FIRST HOME BANK K-1 ORD INC522100-$2,955
FIRST HOME BANK K-1 DIVIDEND522100$21
FIRST HOME BANK K-1 RENTAL522100$286
FIRST HOME BANK K-1 SEC 1231522100-$32

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income-$2,668UnrelatedBusinessIncomeAmount
Exclusion$2ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-2666TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJOHN R STONERContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11012 PASEO DEL RIO DRIVE NEAddressLine1
CityST PETERSBURGCity
StateFLState
ZIP Code33702ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions28500AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$925Amount
Net Investment Income925NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

JOHN ROBERT STONER
ROBERT WINSTON STONER
THERESA STONER ANNUNZIATA

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFIRST HOME BANK STOCKNameOfStock
EOY Book Value161579EOYBookValue
EOYFMV10460EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$165Amount
Net Investment Income165NetInvestmentIncome

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
FIRST HOME BANK K-1 ORD INC-2955
FIRST HOME BANK K-1 DIVIDEND21
FIRST HOME BANK K-1 RENTAL286
FIRST HOME BANK K-1 SEC 1231-32

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameJOHN R STONERPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11012 PASEO DEL RIO DRIVE NEAddressLine1
CityST PETERSBURGCity
StateFLState
ZIP Code33702ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryANNUAL REPORTCategory
Amount$62Amount