JAMES M AND CATHLEEN D STONE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES M AND CATHLEEN D STONE FOUNDATION (EIN 83-6533785)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-10
- IRS object ID
- 202203149349102605
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T14:16:28-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132792165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST CO NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVE SUITE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836533785 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES M AND CATHLEEN D STONE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6179511504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 ATLANTIC AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SONJA PLESSET | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179511504 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SONJA | PersonFirstNm |
| Person Last | PLESSET | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUE SUN | PreparerPersonNm |
| PTIN | P01828297 | PTIN |
| Phone | 5165089623 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,473,970 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,498,754 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $871,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,349 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,614,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,896 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,195 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,195 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,094 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $19,094 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $84,775 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $84,775 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,732 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,571 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $526 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $526 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $279,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,414,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,409,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,200,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,107 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $768,200 | CashBOYAmt |
| Cash EOY | $61,619 | CashEOYAmt |
| Cash EOYFMV | $61,619 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,337,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,412,351 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $768,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,398,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,473,970 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $768,200 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,398,778 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $768,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,398,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $768,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,398,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $768,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,200,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,968,825 | SubtotalAmt |
| Other Decreases | $570,047 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,398,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $866,586 | $756,196 | $110,390 | $110,390 |
| PUBLICLY TRADED SECURITIES | P | $4,844 | $5,885 | -$1,041 | -$1,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,349 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $758 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SONJA PLESSET | IndividualWithBooksNm |
| Phone | 6179511504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 ATLANTIC AVENUE 8TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES M STONE | ||||||||
| 695 ATLANTIC AVENUE | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CATHLEEN D STONE | ||||||||
| 695 ATLANTIC AVENUE | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SONJA PLESSET | ||||||||
| 695 ATLANTIC AVENUE | BOSTON | MA | 02111 | TRUSTEE / EXECUTIVE DIRECTOR | 25.00 | $109,195 | $0 | $0 |
| COLLEN M GRANAHAN | ||||||||
| 695 ATLANTIC AVENUE | BOSTON | MA | 02111 | TRUSTEE - UNTIL 6/17/22 | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROPES & GRAY LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021993600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $81,668 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $674,181 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,677,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,351,614 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,351,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,316,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,558 | TotalTaxAmt |
| Distributable Before Adj | $114,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,409,407 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,409,407 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,499,874 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,620,003 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,124,397 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,409,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,295,148 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,419,545 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,419,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,520 | ExcessFromYear3Amt |
| Excess From Year2 | $1,499,874 | ExcessFromYear2Amt |
| Excess From Year1 | $1,620,003 | ExcessFromYear1Amt |
| Excess From Current Year | $6,295,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES M STONE | ContributingManagerNm |
| Contributing Manager | CATHLEEN D STONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LA FONDATION MONDIALE INSEAD | |||||||||||||
| RUE JEAN-GABRIEL EYNARD 8 | GENEVE | SZ | 1205 | NONE | PC | CHAIR/DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $600,000 | ||||||
| THE GRADUATE CENTER FOUNDATION INC | |||||||||||||
| NONE | PC | PROFESSORSHIP/STONE CENTER SUPPORT | $2,230,000 | 365 FIFTH AVENUE SUITE 8204 CUNY | GRADUATE CENTER | NEW YORK | NY | 10016 | |||||
| UNIERSITY OF MICHIGAN | |||||||||||||
| NONE | PC | DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $800,000 | 3003 SOUTH STATE STREET SUITE 8000 | ANN ARBOR | MI | 48109 | ||||||
| UNIVERSITY COLLEGE LONDON | |||||||||||||
| 38-50 BIDBOROUGH HOUSE | UK | WC1H 9BT | NONE | PC | DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $1,000,000 | LONDON | ||||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||||||||
| NONE | PC | DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $500,000 | 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94704 | ||||||
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||||||||
| NONE | PC | DEVELOPMENT OF RESEARCH/EDUCATION LABORATORY | $1,000,000 | 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,130,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LA FONDATION MONDIALE INSEAD | ||||||||||||
| RUE JEAN-GABRIEL EYNARD 8 | GENEVE | SZ | 1205 | NONE | PC | CHAIR/DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $3,075,000 | |||||
| UNIERSITY OF MICHIGAN | ||||||||||||
| NONE | PC | DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $3,200,000 | 3003 SOUTH STATE STREET SUITE 8000 | ANN ARBOR | MI | 48109 | |||||
| UNIVERSITY COLLEGE LONDON | ||||||||||||
| 38-50 BIDBOROUGH HOUSE | UK | WC1H 9BT | NONE | PC | DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $6,000,000 | LONDON | |||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||||||
| NONE | PC | DEVELOPMENT OF RESEARCH/EDUCATION CENTER | $4,300,000 | 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94704 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,575,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $115,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,896 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES M STONE | |||||||
| 1 | C/O PLYMOUTH ROCK COMPANY 695 ATLAN | BOSTON | MA | 02111 | $5,000,000 | Yes (X) | |
| JAMES M STONE | |||||||
| 2 | C/O PLYMOUTH ROCK COMPANY 695 ATLAN | BOSTON | MA | 02111 | $2,498,754 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (44 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 173.000 SHARES OF ZOETIS INC | $32,785 | 2022-03-28 |
| 2 | 319.000 SHARES OF IQVIA HOLDINGS INC | $71,860 | 2022-03-28 |
| 2 | 51.000 SHARES OF ALPHABET INC CLASS C | $143,720 | 2022-03-28 |
| 2 | 295.000 SHARES OF SS&C TECNOLOGIES HOLDINGS | $22,705 | 2022-03-28 |
| 2 | 162.000 SHARES OF CDW CORP/DE | $28,566 | 2022-03-28 |
| 2 | 159.000 SHARES OF HILTON WORLDWIDE HOLDINGS | $23,939 | 2022-03-28 |
| 2 | 203.000 SHARES OF US FOOD HOLDING CORP | $7,467 | 2022-03-28 |
| 2 | 70.000 SHARES OF HEICO CORPORATION | $10,700 | 2022-03-28 |
| 2 | 140.000 SHARES OF WYNDHAM HOTELS & RESORTS | $11,826 | 2022-03-28 |
| 2 | 101.000 SHARES OF AON PLC | $32,761 | 2022-03-28 |
| 2 | 81.000 SHARES OF ADVANCE AUTO PARTS | $17,253 | 2022-03-28 |
| 2 | 634.000 SHARES OF AMEREN CORP | $57,688 | 2022-03-28 |
| 2 | 323.000 SHARES OF AMPHENOL CORP | $24,387 | 2022-03-28 |
| 2 | 708.000 SHARES OF APPLE INC | $123,096 | 2022-03-28 |
| 2 | 133.000 SHARES OF ASPEN TECHNOLOGY | $21,077 | 2022-03-28 |
| 2 | 1,531.000 SHARES OF BANK OF AMERICA CORP | $66,277 | 2022-03-28 |
| 2 | 501.000 SHARES OF BLACKSTONE INC | $62,184 | 2022-03-28 |
| 2 | 12.000 SHARES OF CINTAS CORP | $5,011 | 2022-03-28 |
| 2 | 1,036.000 SHARES OF CITIGROUP INC. | $57,503 | 2022-03-28 |
| 2 | 803.000 SHARES OF CONOCOPHILLIPS | $83,572 | 2022-03-28 |
| 2 | 72.000 SHARES OF COOPER COS INC | $29,436 | 2022-03-28 |
| 2 | 141.000 SHARES OF DANAHER CORP | $40,727 | 2022-03-28 |
| 2 | 96.000 SHARES OF DOVER CORP | $15,126 | 2022-03-28 |
| 2 | 133.000 SHARES OF EQUIFAX INC | $31,527 | 2022-03-28 |
| 2 | 162.000 SHARES OF JONES LANG LASALLE INC COM | $38,442 | 2022-03-28 |
| 2 | 120.000 SHARES OF S&P GLOBAL INC | $49,670 | 2022-03-28 |
| 2 | 594.000 SHARES OF MICROSOFT CORP | $182,694 | 2022-03-28 |
| 2 | 39.000 SHARES OF MSCI INC | $19,501 | 2022-03-28 |
| 2 | 70.000 SHARES OF NASDAQ INC | $12,343 | 2022-03-28 |
| 2 | 884.000 SHARES OF PEPSICO INC | $145,630 | 2022-03-28 |
| 2 | 43.000 SHARES OF PIONEER NATURAL RESOURCES | $10,802 | 2022-03-28 |
| 2 | 939.000 SHARES OF SCHWAB CHARLES CORP NEW | $85,681 | 2022-03-28 |
| 2 | 44.000 SHARES OF SYNOPSYS INC | $14,319 | 2022-03-28 |
| 2 | 7.000 SHARES OF TELEFLEX INC | $2,389 | 2022-03-28 |
| 2 | 300.000 SHARES OF TEXAS INSTRUMENT INC | $55,170 | 2022-03-28 |
| 2 | 67.000 SHARES OF THERMO FISHER SCIENTIFIC | $38,803 | 2022-03-28 |
| 2 | 122.000 SHARES OF UNITEDHEALTH GROUP INC | $62,583 | 2022-03-28 |
| 2 | 275.000 SHARES OF UNION PACIFIC CORP | $75,220 | 2022-03-28 |
| 2 | 286.000 SHARES OF VISA ONC | $62,704 | 2022-03-28 |
| 2 | 201.000 SHARES OF WEX INC | $35,048 | 2022-03-28 |
| 2 | 1,063.000 SHARES OF DOLLARAMA INC | $57,005 | 2022-03-28 |
| 2 | 66.000 SHARES OF STERIS PLC | $15,914 | 2022-03-28 |
| 2 | 26,518.566 SHARES OF OW LARGE CAP STRATEGIES FD | $460,363 | 2022-03-28 |
| 2 | 78.000 SHARES OF ASML HOLDING | $53,280 | 2022-03-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 277.000 AMPHENOL CORP | $17,706 | $17,833 |
| 555.000 APPLE INC | $67,664 | $75,879 |
| 403.000 MICROSOFT CORP | $94,704 | $103,502 |
| 146.000 TEXAS INSTRUMENTS INC | $20,154 | $22,432 |
| 259.000 VISA INC | $44,763 | $50,994 |
| 12.000 CINTAS CORP | $3,966 | $4,482 |
| 144.000 UNION PACIFIC CORP | $30,527 | $30,712 |
| 31.000 ALPHABET INC CLASS C | $64,021 | $67,810 |
| 144.000 ZOETIS INC | $22,044 | $24,752 |
| 109.000 IQVIA HOLDINGS INC | $20,732 | $23,651 |
| 170.000 CATALENT INC | $18,212 | $18,239 |
| 107.000 DANAHER CORP | $23,419 | $27,126 |
| 123.000 HEALTH CARE SELECT SPDR | $17,480 | $15,773 |
| 53.000 THERMO FISHER SCIENTIFIC | $24,404 | $28,793 |
| 86.000 UNITEDHEALTH GROUP INC | $30,376 | $44,172 |
| 55.000 AON PLC | $12,566 | $14,832 |
| 1089.000 BANK OF AMERICA CORP | $39,438 | $33,900 |
| 129.000 BLACKSTONE INC | $9,055 | $11,768 |
| 228.000 JPMORGAN CHASE & CO | $31,063 | $25,675 |
| 73.000 S&P GLOBAL INC | $25,130 | $24,605 |
| 32.000 MSCI INC | $13,201 | $13,188 |
| 410.000 SCHWAB CHARLES CORP NEW | $24,122 | $25,903 |
| 201.000 BRKFLD ASSET MGMT CL A | $11,561 | $8,938 |
| 220.000 CONSUMER STAPLES INDEX FD | $17,142 | $15,879 |
| 187.000 PEPSICO INC | $24,346 | $31,165 |
| 141.000 WALMART INC | $21,338 | $17,142 |
| 47.000 DOLLAR GENERAL CORP | $12,235 | $11,535 |
| 134.000 HILTON WORLDWIDE HOLDINGS | $16,119 | $14,932 |
| 408.000 CONOCOPHILLIPS | $19,492 | $36,642 |
| 43.000 PIONEER NATURAL RESOURCES | $6,581 | $9,592 |
| 178.000 AMEREN CORP | $13,505 | $16,084 |
| 36.000 ASML HOLDING | $19,431 | $17,045 |
| 20,839.974 OW LARGE CAP STRATEGIES FD | $301,714 | $298,011 |
| 85.000 SS&C TECHNOLOGIES HOLDINGS | $5,138 | $4,935 |
| 162.000 CDW CORP/DE | $22,077 | $25,524 |
| 25.000 ASPEN TECHNOLOGY INC | $4,567 | $4,592 |
| 44.000 SYNOPSYS INC | $10,411 | $13,362 |
| 51.000 WEC INC | $6,911 | $7,933 |
| 53.000 JONES LANG LASALLE INC COM | $9,292 | $9,267 |
| 70.000 HEICO CORPORATION | $8,918 | $9,178 |
| 37.000 DOVER CORP | $4,967 | $4,488 |
| 133.000 EQUIFAX INC | $22,602 | $24,309 |
| 25.000 SAIA INC COM | $5,421 | $4,700 |
| 168.000 SMITH A O CORP | $9,941 | $9,186 |
| 72.000 COOPER COS INC | $24,892 | $22,544 |
| 7.000 TELEFLEX INC | $1,743 | $1,720 |
| 66.000 STERIS PLC | $11,969 | $13,605 |
| 70.000 NASDAQ INC | $10,109 | $10,677 |
| 203.000 US FOODS HOLDING CORP | $6,359 | $6,228 |
| 106.000 BJ'S WHOLESALE CLUB HOLDING | $6,511 | $6,605 |
| 85.000 EXPEDIA GROUP INC | $11,344 | $8,060 |
| 60.000 WYNDHAM HOTELS & RESORTS | $4,159 | $3,943 |
| 81.000 ADVANCE AUTO PARTS | $14,218 | $14,020 |
| 313.000 DOLLARAMA INC | $11,649 | $18,007 |
| 700.000 LI NING CO LTD | $5,750 | $6,482 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $84,775 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $84,775 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX ADJUSTMENT OF DONATED STOCK | $570,021 |
| TRUNCATION | $26 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTION | $3,314 | $0 | $3,314 |
| OFFICE EXPENSE | $1,997 | $0 | $1,997 |
| OFFICE MEAL EXPENSE | $85 | $0 | $85 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEE | $3,732 | $3,732 | $0 |
| MANAGEMENT FEES | $7,500 | $0 | $7,500 |
| PROFESSIONAL FEES | $1,596 | $0 | $1,596 |
| CONSULTING FEES | $36,475 | $0 | $36,475 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA STATE FILING FEE | $500 | $0 | $500 |
| FEDERAL ESTIMATED TAX PAYMENT | $800 | $0 | $0 |
| FOREIGN TAX CREDIT | $57 | $57 | $0 |
| FOREIGN TAX HELD IN EXCESS | $29 | $0 | $0 |