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STONER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
STONER FAMILY CHARITABLE FOUNDATION INC (EIN 20-0628337)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201241369349101034
Schema version
2011v1.2
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)
Timestamp2012-05-15T11:09:31-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-11DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NamePAULA D POPOVICH CPAName
Phone7278216161Phone
Date Prepared2012-05-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY14695FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss15000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Other Income Rev And Expnss-17657OtherIncomeRevAndExpnss
Total Revenue And Expenses-2655TotalRevenueAndExpenses
Total Net Investment Income2TotalNetInvestmentIncome
Accounting Fees Rev And Expnss925AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm925AccountingFeesNetInvstIncm
Taxes Rev And Expnss212TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss1137TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm925TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15215ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15215ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss16352TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm925TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps15215TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-19007ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1304SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2105SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2105SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY184055InvestmentsCorpStockBOY
Investments Corp Stock EOY164247InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV12590InvestmentsCorpStockEOYFMV
Total Assets BOY185359TotalAssetsBOY
Total Assets EOY166352TotalAssetsEOY
Total Assets EOYFMV14695TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY185359CapitalStockBOY
Capital Stock EOY166352CapitalStockEOY
Total Net Assets BOY185359TotalNetAssetsBOY
Total Net Assets EOY166352TotalNetAssetsEOY
Total Liabilities Net Assets BOY185359TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY166352TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY185359TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-19007ExcessOfRevenueOverExpenses
Subtotal166352Subtotal
Total Net Assets Fund Balances EOY166352TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year126330QualifyingDistributionsYear1
Noncharitable Assets Year146525NoncharitableAssetsYear1
Distribution Ratio Year10.565932DistributionRatioYear1
Qualifying Distributions Year225965QualifyingDistributionsYear2
Noncharitable Assets Year2146843NoncharitableAssetsYear2
Distribution Ratio Year20.176822DistributionRatioYear2
Qualifying Distributions Year344140QualifyingDistributionsYear3
Noncharitable Assets Year3246509NoncharitableAssetsYear3
Distribution Ratio Year30.179060DistributionRatioYear3
Qualifying Distributions Year441900QualifyingDistributionsYear4
Noncharitable Assets Year4262515NoncharitableAssetsYear4
Distribution Ratio Year40.159610DistributionRatioYear4
Qualifying Distributions Year538250QualifyingDistributionsYear5
Noncharitable Assets Year5254650NoncharitableAssetsYear5
Distribution Ratio Year50.150206DistributionRatioYear5
Total Distribution Ratio1.231630TotalDistributionRatio
Average Distribution Ratio0.246326AverageDistributionRatio
Net Noncharitable Assets20904NetNoncharitableAssets
Adjusted Noncharitable Assets5149AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One5149AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15215QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Amount Credited To Next Year0AmountCreditedToNextYear

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

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

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 Securities20000AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1222AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets21222TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets21222AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable318CashDeemedCharitable
Net Noncharitable Assets20904NetNoncharitableAssets
Minimum Investment Return1045MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1045MinimumInvestmentReturn
Distributable Amount Before Adj1045DistributableAmountBeforeAdj
Distributable Amount Before Ded1045DistributableAmountBeforeDed
Distributable Amount As Adjusted1045DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15215ExpensesAndContributions
Qualifying Distributions15215QualifyingDistributions
Adj Qualifying Distributions15215AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1045DistributableAmountAsAdjusted
Excess Distri Carryover Year525518ExcessDistriCarryoverYear5
Excess Distri Carryover Year428774ExcessDistriCarryoverYear4
Excess Distri Carryover Year331815ExcessDistriCarryoverYear3
Excess Distri Carryover Year218623ExcessDistriCarryoverYear2
Excess Distri Carryover Year124004ExcessDistriCarryoverYear1
Total Excess Distri Carryover128734TotalExcessDistriCarryover
Qualifying Distributions15215QualifyingDistributions
Applied To Current Year1045AppliedToCurrentYear
Remaining Distri From Corpus14170RemainingDistriFromCorpus
Total Corpus142904TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year525518ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year117386ExcessDistriCyovToNextYear
Excess From Year428774ExcessFromYear4
Excess From Year331815ExcessFromYear3
Excess From Year218623ExcessFromYear2
Excess From Year124004ExcessFromYear1
Excess From Current Year14170ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
AMERICAN HEART ASSOC
7272 GREENVILLE AVENUEDALLASTX75231NONEEXEMPTSUPPORT$50
CANTERBURY SCHOOL
900 62ND AVENUE NEST PETERSBURGFL33702NONEEXEMPTSUPPORT$1,500
FIRST UNITY CHURCH
469 45TH AVE NST PETERSBURGFL33703NONEEXEMPTSUPPORT$1,800
LARC
3190 TYRONE BLVD PO BOXST PETERSBURGFL33710NONEEXEMPTSUPPORT$500
PARC
3190 TYRONE BLVDST PETERSBURGFL33710NONEEXEMPTSUPPORT$6,000
SHORECREST PREPATORY SCHOOL
5101 1ST STREET NST PETERSBURGFL33703NONEEXEMPTSUPPORT$1,500
SOCIETY OF ST VINCENT DE PAUL
384 15TH STREET NST PETERSBURGFL33705NONEEXEMPTSUPPORT$500
ST PETE FREE CLINIC
863 3RD AVENUE NST PETERSBURGFL33701NONEEXEMPTSUPPORT$1,500
TEMPLE OF LOVE & HEALING
3700 40TH AVENUE NST PETERSBURGFL33714NONEEXEMPTSUPPORT$500
CHILDREN'S TUMOR FOUNDATION
6147 DONEGAL DRORLANDOFL32819NONEEXEMPTSUPPORT$100
MDRT FOUNDATION
325 W TOUHY AVENUEPARK RIDGEIL60068NONEEXEMPTSUPPORT$400
MDA OF TAMPA BAY
9455 KOGER BLVD 100ST PETERSBURGFL33702NONEEXEMPTSUPPORT$75
GASPAR PRODUCTIONS FOUNDATION
19321-C US HWY 19 NCLEARWATERFL33764NONEEXEMPTSUPPORT$590SUITE 320
HEART OF ST ANNE'S
6650 113TH STREET NORTHSEMINOLEFL33776NONEEXEMPTSUPPORT$50
MUSCULAR DYSTROPHY ASSOCIATION
9455 KOGER BLVD 100ST PETERSBURGFL33702NONEEXEMPTSUPPORT$50
NORTH POINT COMMUNITY CHURCH
4350 NORTH POINT PARKWAYALPHARETTAGA30022NONEEXEMPTSUPPORT$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15215TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Other Revenue Described OtherRevenueDescribed (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeUnrelated Business IncomeUnrelatedBusinessIncomeAmount
FIRST HOME BANK K-1 ORD INC522100-$19,875
FIRST HOME BANK K-1 DIVIDEND522100$32
FIRST HOME BANK K-1 TAX-EXEMP522100$36
INCOME TAX REFUND522100$2,150

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income-$17,657UnrelatedBusinessIncomeAmount
Exclusion$2ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-17655TotalPartXVIA

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 Contributions15000AggregateContributions
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 Value164247EOYBookValue
EOYFMV12590EOYFMV

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
FIRST HOME BANK K-1 ORD INC-19875
FIRST HOME BANK K-1 DIVIDEND32
FIRST HOME BANK K-1 TAX-EXEMP36
INCOME TAX REFUND2150

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameJOHN R STONERPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 MONTEREY BLVD NEAddressLine1
CityST PETERSBURGCity
StateFLState
ZIP Code33704ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
ANNUAL REPORT$62
FORM 990-T ESTIMATE PAID$150