STINEHART FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STINEHART FAMILY FOUNDATION (EIN 83-1438385)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-02
IRS object ID
202501839349100125
Schema version
2024v5.2
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)
Return2025-07-02T10:32:09-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204356735PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1M Blank & Company CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123705 Birtcher DrAddressLine1Txt
CityLake ForestCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92630ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831438385EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STINEHART FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTINBusinessNameControlTxt
Phone9492901692PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 935AddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92625ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERRY STINEHARTPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-07-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARILYN M BLANKPreparerPersonNm
PTINP00365474PTIN
Phone9498305231PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,660,094FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,825ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28,169InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,169InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$28,169InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,350DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,350DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,350DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,048NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$122,682GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$561NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$19,296TotalRevAndExpnssAmt
Total Net Invst Incm$34,519TotalNetInvstIncmAmt
Total Adj Net Incm$35,080TotalAdjNetIncmAmt
Taxes Rev And Expnss$352TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$21,994OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,324OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,346TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,324TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$138,668ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$138,668ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,014TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,324TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$138,668TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$141,718ExcessRevenueOverExpensesAmt
Net Investment Income$14,195NetInvestmentIncomeAmt
Adjusted Net Income$35,080AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,170SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,364SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,364SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,735,711CorporateStockBOYAmt
Corporate Stock EOY$907,027CorporateStockEOYAmt
Corporate Stock EOYFMV$2,348,730CorporateStockEOYFMVAmt
Mortgage Loans BOY$300,000MortgageLoansBOYAmt
Mortgage Loans EOY$300,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$300,000MortgageLoansEOYFMVAmt
Total Assets BOY$2,058,881TotalAssetsBOYAmt
Total Assets EOY$1,218,391TotalAssetsEOYAmt
Total Assets EOYFMV$2,660,094TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,058,881CapitalStockBOYAmt
Capital Stock EOY$1,218,391CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,058,881TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,218,391TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,058,881TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,218,391TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,058,881TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$141,718ExcessRevenueOverExpensesAmt
Subtotal$1,917,163SubtotalAmt
Other Decreases$698,772OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,218,391TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH -7334P2024-01-012024-12-31$4,168$3,607$561$561
MERRILL LYNCH -7334P2023-01-012024-12-31$118,514$136,123-$17,609-$17,609
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,048CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$561NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$197InvestmentIncomeExciseTaxAmt
Subtotal$197SubtotalAmt
Tax Based On Investment Income$197TaxBasedOnInvestmentIncomeAmt
Tax Due$197TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHERRY STINEHARTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9492901692PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 935AddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92625ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SHERRY STINEHART
307 POINSETTIA AVECORONA DEL MARCA92625President5.00$0
RICK STINEHART
307 POINSETTIA AVECORONA DEL MARCA92625Secretary2.00$0
TYLER STINEHART
307 POINSETTIA AVECORONA DEL MARCA92625Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,037,402AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,055AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$300,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,357,457TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,357,457AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,362CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,322,095NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,105MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,105MinimumInvestmentReturnAmt
Tax Based On Investment Income$197TaxBasedOnInvestmentIncomeAmt
Total Tax$197TotalTaxAmt
Distributable Before Adj$115,908DistributableBeforeAdjAmt
Distributable Before Ded$115,908DistributableBeforeDedAmt
Distributable As Adjusted$115,908DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$138,668ExpensesAndContributionsAmt
Qualifying Distributions$138,668QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$115,908DistributableAsAdjustedAmt
Qualifying Distributions$138,668QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$115,908AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,760RemainingDistriFromCorpusAmt
Total Corpus$22,760TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,760ExcessDistriCyovToNextYrAmt
Excess From Current Year$22,760ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHERRY STINEHARTContributingManagerNm
Contributing ManagerRICK STINEHARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CHRIST LIFE MINISTRIES
POB 399VINTONVA24179NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$24,200
NORTHRISE UNIVERSITY INITIATIVE
POB 4441SCOTTSDALEAZ85261NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$4,000
FREE WHEELCHAIR MISSION
15279 ALTON PKWY STE 300IRVINECA92618TO PROVIDE FREE WHEELCHAIRS FOR THOSE IN NEED$3,000
STANDING STONE MINISTRY
150 PAULARINO AVECOSTA MESACA92626NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$16,497
EVERY GENERATION MINISTRIES
28999 OLD TOWN FRONT STTEMECULACA92590NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$7,500
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRIVEORLANDOFL32832NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$2,400
GRACE FELLOWSHIP CHURCH
3170 REDHILL AVENUECOSTA MESACA92626SUPPORT$25,200
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305SUPPORT$3,500
CYSTINOSIS RESEARCH FOUNDATION
19200 VON KARMAN SVE STE 920IRVINECA92612SUPPORT$2,000
UNIVERSITY OF NATIONS KONA
75-5851 KUAKINI HWY 256KAILUAKONAHI96740SUPPORT$1,200
BEACON OF LIGHT
POB 2923COSTA MESACA92628SUPPORT$2,400
AGAPE CHILDRENS MINISTRY
POB 5062MODESTOCA95352SUPPORT$600
WORLD VISION
34834 WEYERHAAEUSER WAY SOUTHFEDERAL WAYWA98001SUPPORT$650
COMPASSION INTERNATIONAL
12290 Voyager PkwyCOLORADO SPRINGSCO80997SUPPORT$626
UCI FOUNDATION
UNIVERSITY OF CALIFORNIA IRVINEIRVINECA92697SUPPORT$11,000
COMMON GROUND
505 8TH AVE 5TH FLOORNEW YORKNY10018SUPPORT$5,000
PRACTICING THE WAY
2120 NE TILLAMOOK STPORTLANDOR97212SUPPORT$12,856
THE BIBLE PROJECT
1302 SE ANKENY STPORTLANDOR97214SUPPORT$5,000
MOVEMENTS OF GRACE
1072 BRISTOL ST 206COSTA MESACA92626SUPPORT$1,239
24-7 PRAYER
SUPPORT$1,000PO BOX 1563WOKINGUKGU21 6BG
COME & SEE FOUNDATION
PO BOX 64618COLORADO SPRINGSCO80962SUPPORT$1,000
MAVEN PROJECT
3838 CALIFORNIA ST 316SAN FRANCISCOCA94118SUPPORT$5,000
CHOC FOUNDATION
1120 WEST LA VETA AVE STE 500ORANGECA92868SUPPORT$250
PEDIATRIC CANCER RESEARCH INSTITUTE
2151 MICHELSON DR STE 180IRVINECA92612SUPPORT$1,050
TEEN LEADERSHIP FOUNDATION
PO BOX 7342NEWPORT BEACHCA92658SUPPORT$1,000
WESTMONT COLLEGE
955 LA PAZ RDSANTA BARBARACA93108SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$138,668TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,169RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,350RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$17,048RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,471RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,471TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementTO SUPPORT NON-PROFIT FAITH-BASED ORGANIZATIONS WHICH IMPROVE THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEES$75
INVESTMENT ADVISORY FEES$20,324$20,324
POSTAGE$200
TAX PREP FEES$1,395

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$352Amt

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