2024-11-11T07:17:42-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 050544633 The Michael and Karen Stone Family Foundation Inc % Foundation Source MICH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 MICHAEL STONE PRESIDENT 8008391754 2024-11-09 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 63400037 X 2900000 1052079 1052079 114551 114551 -35761 3480043 0 3932786 3910291 7963655 5076921 0 300 0 0 300 2170 2170 67000 344100 264916 43275 413570 264916 0 45745 2515167 2515167 2928737 264916 0 2560912 5034918 4812005 6502783 25163407 25163407 107409 107409 107409 250020 957330 250020 125010 4978139 5068825 5176152 5294 105294 127526 40588282 27373217 32700533 53031828 58068172 63400037 0 0 X 53031828 58068172 53031828 58068172 53031828 58068172 53031828 5034918 1426 58068172 58068172 Publicly-traded Securities 3228903 3201711 27192 27192 Passthrough K1 Capital Gain/(Loss) -64093 CONVERTIBLE NOTE - DRONESEED CO. - 6% - 05/28/2023 P 2022-11-16 2023-10-03 250000 250000 PROCEEDS - SUJA LIFE HOLDINGS LP P 1140 1140 1140 -35761 66887 66887 66887 74144 0 74144 X 12 7245 7245 false false false false false true true false true true DE true false false true false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Karen M Stone Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Michael R Stone Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 5155652 22443748 32081407 59680807 0 59680807 895212 58785595 2939280 2939280 66887 66887 2872393 2872393 2872393 2560912 0 0 0 0 2560912 2872393 2537118 2021 2020 2019 2560912 2537118 23794 0 0 2848599 0 0 Michael R Stone KAREN M STONE X BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC 4305 UNIVERSITY AVE STE 590 SAN DIEGO CA 92105 N/A PC General & Unrestricted 45500 BISHOPS SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A PC General & Unrestricted 25000 BISHOPS SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A PC Annual Fund 50000 BOYS TO MEN MENTORING NETWORK INC 3322 SWEETWATER SPRINGS BLVD S SPRING VALLEY CA 91977 N/A PC General & Unrestricted 1500 CLIMATE VAULT INC 2045 W GRAND AVE STE B PMB 24543 CHICAGO IL 60612 N/A PC General & Unrestricted 20000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Lily Renovation Reserve Fund (2023 contribution) 200000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke Libraries annual fund 10000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Stone-Ubben Professorship (2024 contribution) 583334 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Stone Family scholarship fund, FUQUA School of Business annual fund, Lily Renovation Reserve fund, Stone-Ubben professorship fund, and Climate Literacy fund 953333 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Lily Renovation Reserve Fund (2024 contribution) 200000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Climate Literacy (2024 contribution) 125000 HOTCHKISS SCHOOL 11 INTERLAKEN RD LAKEVILLE CT 06039 N/A PC The Hotchkiss Fund effort 5000 JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON RD SAN DIEGO CA 92123 N/A PC LFJCC - Shabbat San Diego 2000 LIBRARY OF CONGRESS 101 INDEPENDENCE AVE SE WASHINGTON DC 20540 N/A GOV General & Unrestricted 25000 NATIONAL AUDUBON SOCIETY INC 1201 PAWLINGS RD AUDUBON PA 19403 N/A PC General & Unrestricted 1000 REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE ST STE 8000 ANN ARBOR MI 48109 N/A PC Maize & Blue Cupboard Fund 150000 SHELBURNE FARMS 1611 HARBOR RD SHELBURNE VT 05482 N/A PC General & Unrestricted 45500 THE GILLISPIE SCHOOL 7380 GIRARD AVE LA JOLLA CA 92037 N/A PC General & Unrestricted 2500 U C SAN DIEGO FOUNDATION 9500 GILMAN DR MAIL CODE 0853 LA JOLLA CA 92093 N/A PC Scripps Ocean Acidification Monitoring Program Fund 25000 VOICES FOR CHILDREN 2851 MEADOW LARK DR SAN DIEGO CA 92123 N/A PC General & Unrestricted 45500 2515167 14 1052079 14 114551 18 -35761 K-1 Inc/Loss 525990 -52829 14 1294705 INTEREST INCOME ON NOTES 14 2690379 REFUND OF BANK CHARGES 01 531 -52829 5116484 5063655 false false false false false false false false false false X X 1 Stone Map Atlas Foundation Foundation Source 501 Silverside Rd Wilmington DE 198091377 2900000 X Forms 8865 Forms 8865 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investments on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. ALLOGENE THERAPEUTICS INC 5294 2526 PCXSINGAPORE 100000 125000 5068825 5176152 BETA TECHNOLOGIES 365000 365000 DRONESEED CO. SERIES B-3 262945 250000 FS BOULDERING LLC 6621623 7003508 GLOBAL SAFE WATER SRVCS PTE.LT 262901 125000 MIT PRIVATE EQUITY FUND IV, LP 17884 14556 MULLIGAN FUNDING LLC 8625337 12000000 PROSPECTOR-ALT 1138286 1710521 REO HOMES 3, LLC 500000 SIXTH STREET CLO ADVISERS EQUI 2283506 1266864 TARRANT UPGRADE, LP 661816 660380 THE RISE FUND (A), L.P 1638179 2437963 THE RISE FUND AIRSTREAM AIV LL 128080 252301 THE RISE FUND AIV II LP 1435714 1881117 THE RISE FUND CARTHAGE AIV II 94707 54775 THE RISE FUND DE AIV II, LP 104345 485821 THE RISE FUND WILD AIV I LP 107582 193568 THE RISE FUND WILD AIV II LP 107582 193598 TOP EQUITY II-A, L.P 23258 25000 TPG REAL ESTATE THEMATIC ADVAN 3494472 3280561 General Consultations 300 300 Administrative Fees 43250 43250 K-1 Exp FS BOULDERING LLC 133448 100196 K-1 Exp MIT PRIVATE EQUITY FUN 154 141 K-1 Exp REO HOMES 3, LLC 4124 3839 K-1 Exp SIXTH STREET CLO ADVIS 12329 12329 K-1 Exp TARRANT UPGRADE, LP 5418 5418 K-1 Exp THE RISE FUND (A), L.P 67464 67086 K-1 Exp THE RISE FUND AIRSTREA 570 561 K-1 Exp THE RISE FUND AIV II L 14078 12742 K-1 Exp THE RISE FUND CARTHAGE 303 303 K-1 Exp THE RISE FUND DE AIV I 1684 1048 K-1 Exp TOP EQUITY II-A, L.P 345 345 K-1 Exp TPG REAL ESTATE THEMAT 60908 60908 STATE OR LOCAL FILING FEES 25 25 K-1 Inc/Loss FS BOULDERING LLC 864458 864429 K-1 Inc/Loss MIT PRIVATE EQUITY FUND IV, LP 815 506 K-1 Inc/Loss REO HOMES 3, LLC 2698 2698 K-1 Inc/Loss SIXTH STREET CLO ADVISERS EQUITY II, 285715 285715 K-1 Inc/Loss TARRANT UPGRADE, LP 260 260 K-1 Inc/Loss THE RISE FUND (A), L.P 1141 1141 K-1 Inc/Loss THE RISE FUND AIRSTREAM AIV LLC 5 5 K-1 Inc/Loss THE RISE FUND AIV II LP 62977 62965 K-1 Inc/Loss THE RISE FUND CARTHAGE AIV II LP 125 125 K-1 Inc/Loss THE RISE FUND DE AIV II, LP 22799 654 K-1 Inc/Loss TOP EQUITY II-A, L.P 883 883 Interest Income from Notes 2690379 2690379 Refund of bank charges 531 531 DEBT BASIS ADJUSTMENT 1426 NOTE - ME TO WE SOCIAL ENTERPRISES INC NONE 2250000 250020 2015-12 2025-12 SEMI-ANNUAL INTEREST/PRINCIPAL 8TH-10TH YR 225. SECURITY INTEREST IN PERSONAL AND REAL PROPERTY INVESTMENT CASH & NOTE 0 CASH & NOTE 0 CASH & NOTE 0 2250000 DANIEL CROUCH NONE 457310 0 2022-10 2023-01 PRINCIPAL AND INTEREST DUE AT MATURITY 640. SECURITY INTEREST IN PERSONAL AND REAL PROPERTY INVESTMENT CASH & NOTE 0 CASH & NOTE 0 CASH & NOTE 0 457310 CONVERTIBLE NOTE - DRONESEED CO - 6 NONE 250000 0 2022-11 2023-05 CONVERTIBLE DEBT 600. CONVERTIBLE DEBT INVESTMENT CASH & NOTE 0 CASH & NOTE 0 CASH & NOTE 0 250000 PHILANTHROPIC CONSULTING SVCS 720 720 EQUIVALENCY DETERMINATION SVCS 1450 1450 4720 TAX FOR 2022 200 990-PF Estimated Tax for 2023 59000 990-PF Extension for 2022 7800 Stone Map and Atlas Foundation 501 Silverside Rd SUITE 212 Wilmington DE 198091377 201945131 THE FOUNDATION RECEIVED A GRANT FROM STONE MAP AND ATLAS FOUNDATION. 2900000 2900000