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STONER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
STONER FAMILY CHARITABLE FOUNDATION INC (EIN 20-0628337)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201131369349100838
Schema version
2010v3.2
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)
Timestamp2011-05-16T09:36:27-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 301AddressLine2
CityST PETERSBURGCity
StateFLState
ZIP Code33701ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHERESA STONER ANNUNZIATAName
TitleSEC/TREASTitle
Phone7278238331Phone
Date Signed2011-05-12DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD G ULRICH CPAName
Phone7278216161Phone
Date Prepared2011-05-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY21304FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss28000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss6InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm6InterestOnSavingsNetInvstIncm
Other Income Rev And Expnss-57244OtherIncomeRevAndExpnss
Total Revenue And Expenses-29238TotalRevenueAndExpenses
Total Net Investment Income6TotalNetInvestmentIncome
Legal Fees Rev And Expnss176LegalFeesRevAndExpnss
Legal Fees Net Invst Incm176LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss1975AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1975AccountingFeesNetInvstIncm
Taxes Rev And Expnss1061TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss3212TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2151TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss26330ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps26330ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss29542TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2151TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps26330TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-58780ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1679SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1304SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1304SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY242460InvestmentsCorpStockBOY
Investments Corp Stock EOY184055InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV20000InvestmentsCorpStockEOYFMV
Total Assets BOY244139TotalAssetsBOY
Total Assets EOY185359TotalAssetsEOY
Total Assets EOYFMV21304TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY244139CapitalStockBOY
Capital Stock EOY185359CapitalStockEOY
Total Net Assets BOY244139TotalNetAssetsBOY
Total Net Assets EOY185359TotalNetAssetsEOY
Total Liabilities Net Assets BOY244139TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY185359TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY244139TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-58780ExcessOfRevenueOverExpenses
Subtotal185359Subtotal
Total Net Assets Fund Balances EOY185359TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year125965QualifyingDistributionsYear1
Noncharitable Assets Year1146843NoncharitableAssetsYear1
Distribution Ratio Year10.176822DistributionRatioYear1
Qualifying Distributions Year244140QualifyingDistributionsYear2
Noncharitable Assets Year2246509NoncharitableAssetsYear2
Distribution Ratio Year20.179060DistributionRatioYear2
Qualifying Distributions Year341900QualifyingDistributionsYear3
Noncharitable Assets Year3262515NoncharitableAssetsYear3
Distribution Ratio Year30.159610DistributionRatioYear3
Qualifying Distributions Year438250QualifyingDistributionsYear4
Noncharitable Assets Year4254650NoncharitableAssetsYear4
Distribution Ratio Year40.150206DistributionRatioYear4
Qualifying Distributions Year536460QualifyingDistributionsYear5
Noncharitable Assets Year55708NoncharitableAssetsYear5
Distribution Ratio Year56.387526DistributionRatioYear5
Total Distribution Ratio7.053224TotalDistributionRatio
Average Distribution Ratio1.410645AverageDistributionRatio
Net Noncharitable Assets46525NetNoncharitableAssets
Adjusted Noncharitable Assets65630AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One65630AdjNonchrtblAssetsAndOnePct
Qualifying Distributions26330QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
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
Form990 T FiledtrueForm990TFiled
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
800 MONTEREY BLVD NEST PETERSBURGFL33704PRESIDENT1.00000
ROBERT WINSTON STONER
11005 CINDERLANE PLACETEMPLE TERRACEFL33617VP1.00000
THERESA STONER ANNUNZIATA
687 VALLANCE WAY NEST PETERSBURGFL33716SEC/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 Securities47500AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances-267AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets47233TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets47233AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable708CashDeemedCharitable
Net Noncharitable Assets46525NetNoncharitableAssets
Minimum Investment Return2326MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2326MinimumInvestmentReturn
Distributable Amount Before Adj2326DistributableAmountBeforeAdj
Distributable Amount Before Ded2326DistributableAmountBeforeDed
Distributable Amount As Adjusted2326DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions26330ExpensesAndContributions
Qualifying Distributions26330QualifyingDistributions
Adj Qualifying Distributions26330AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2326DistributableAmountAsAdjusted
Excess Distri Carryover Year536175ExcessDistriCarryoverYear5
Excess Distri Carryover Year425518ExcessDistriCarryoverYear4
Excess Distri Carryover Year328774ExcessDistriCarryoverYear3
Excess Distri Carryover Year231815ExcessDistriCarryoverYear2
Excess Distri Carryover Year118623ExcessDistriCarryoverYear1
Total Excess Distri Carryover140905TotalExcessDistriCarryover
Qualifying Distributions26330QualifyingDistributions
Applied To Current Year2326AppliedToCurrentYear
Remaining Distri From Corpus24004RemainingDistriFromCorpus
Total Corpus164909TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year536175ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year128734ExcessDistriCyovToNextYear
Excess From Year425518ExcessFromYear4
Excess From Year328774ExcessFromYear3
Excess From Year231815ExcessFromYear2
Excess From Year118623ExcessFromYear1
Excess From Current Year24004ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN HEART ASSOC
7272 GREENVILLE AVENUEDALLASTX75231NONEEXEMPTSUPPORT$250
CANTERBURY SCHOOL
901 58TH AVENUE NEST PETERSBURGFL33703NONEEXEMPTSUPPORT$1,500
FIRST UNITY CHURCH
469 45TH AVE NST PETERSBURGFL33703NONEEXEMPTSUPPORT$1,200
LARC
3190 TYRONE BLVD PO BOXST PETERSBURGFL33710NONEEXEMPTSUPPORT$500
PARC
3190 TYRONE BLVDST PETERSBURGFL33710NONEEXEMPTSUPPORT$7,000
SHORECREST PREPATORY SCHO
5101 1ST STREET NST PETERSBURGFL33703NONEEXEMPTSUPPORT$1,600
SOCIETY OF ST VINCENT DE
384 15TH STREET NST PETERSBURGFL33705NONEEXEMPTSUPPORT$500
ST PETE FREE CLINIC
863 3RD AVENUE NST PETERSBURGFL33701NONEEXEMPTSUPPORT$2,250
TEMPLE OF LOVE & HEALING
3700 40TH AVENUE NST PETERSBURGFL33714NONEEXEMPTSUPPORT$500
YMCA-GREATER ST PETE
70 35TH STREET SST PETERSBURGFL33711NONEEXEMPTSUPPORT$500
CHILDREN'S TUMOR FOUNDATI
6147 DONEGAL DRORLANDOFL32819NONEEXEMPTSUPPORT$100
MDRT FOUNDATION
325 W TOUHY AVENUEPARK RIDGEIL60068NONEEXEMPTSUPPORT$400
ST PETERSBURG COLLEGE FDN
PO BOX 13489ST PETERSBURGFL33733NONEEXEMPTSUPPORT$3,700
SUSAN G KOMEN FOUNDATION
5005 LBJ FREEWAY STE 250DALLASTX75244NONEEXEMPTSUPPORT$50
THE POYNTER INSTITUTE
801 THIRD STREET SOUTHST PETERSBURGFL33701NONEEXEMPTSUPPORT$5,500
UHC CHILDREN'S FOUNDATION
PO BOX 41MINNEAPOLISMN55440NONEEXEMPTSUPPORT$700
WOMEN'S SERVICE LEAGUE
6550 2ND AVENUE NST PETERSBURGFL33710NONEEXEMPTSUPPORT$80
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year26330TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6ExclusionAmount

Other Revenue Described OtherRevenueDescribed (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeUnrelated Business IncomeUnrelatedBusinessIncomeAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
FIRST HOME BANK K-1 ORD INC522100-$58,554
FIRST HOME BANK K-1 DIVIDEN522100$41
FIRST HOME BANK K-1 1231 LO522100-$17
FIRST HOME BANK K-1 TAX-EXE522100$126
INCOME TAX REFUND1160

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income-$58,404UnrelatedBusinessIncomeAmount
Exclusion$6ExclusionAmount
Related Or Exempt Function Income1160RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-57238TotalPartXVIA

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 Line1800 MONTEREY BLVD NEAddressLine1
CityST PETERSBURGCity
StateFLState
ZIP Code33704ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions28000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,975Amount
Net Investment Income1975NetInvestmentIncome

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 Value184055EOYBookValue
EOYFMV20000EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$176Amount

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
FIRST HOME BANK K-1 ORD INC-58554
FIRST HOME BANK K-1 DIVIDEND41
FIRST HOME BANK K-1 1231 LOSS-17
FIRST HOME BANK K-1 TAX-EXEMP126
INCOME TAX REFUND1160

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$61
FORM 990-T ESTIMATE PAID$1,000