STINEHART FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STINEHART FAMILY FOUNDATION (EIN 83-1438385)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-10-30
IRS object ID
202223039349100052
Schema version
2020v4.0
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)
Return2022-10-30T13:56:53-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810867410PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1K J B Accounting INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1927 N Kings Rd Ste 301AddressLine1Txt
CityWest HollywoodCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2022-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHERRYPersonFirstNm
Person LastSTINEHARTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth J BeckPreparerPersonNm
PTINP01966735PTIN
Phone3107293441PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,193,146FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$380,132ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20,504InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,504InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$20,504InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,230DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,230DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,230DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,702NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,084GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,702CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$411,568TotalRevAndExpnssAmt
Total Net Invst Incm$31,436TotalNetInvstIncmAmt
Total Adj Net Incm$22,734TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$4,910OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,010TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$363,558ExcessRevenueOverExpensesAmt
Net Investment Income$31,436NetInvestmentIncomeAmt
Adjusted Net Income$22,734AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$339,349SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$214,984SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$214,984SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$278,054CorporateStockBOYAmt
Corporate Stock EOY$678,162CorporateStockEOYAmt
Corporate Stock EOYFMV$678,162CorporateStockEOYFMVAmt
Mortgage Loans EOY$300,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$300,000MortgageLoansEOYFMVAmt
Total Assets BOY$617,403TotalAssetsBOYAmt
Total Assets EOY$1,193,146TotalAssetsEOYAmt
Total Assets EOYFMV$1,193,146TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$617,403CapitalStockBOYAmt
Capital Stock EOY$1,193,146CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$617,403TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,193,146TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$617,403TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,193,146TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$617,403TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$363,558ExcessRevenueOverExpensesAmt
Other Increases$212,185OtherIncreasesAmt
Subtotal$1,193,146SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,193,146TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMERRILL LYNCH ACCT 07334PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-04-04AcquiredDt
Sold2020-10-10SoldDt
Gross Sales Price$27,084GrossSalesPriceAmt
Cost Or Other Basis$18,382CostOrOtherBasisAmt
Gain Or Loss$8,702GainOrLossAmt
Gains Minus Excess Or Losses$8,702GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,702CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$437InvestmentIncomeExciseTaxAmt
Subtotal$437SubtotalAmt
Tax Based On Investment Income$437TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$437EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$437TotalPaymentsAndCreditsAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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 MARCA92625Secretary0.00$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$444,182AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58,748AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$300,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$802,930TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$802,930AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$790,886NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,544MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,100ExpensesAndContributionsAmt
Qualifying Distributions$43,100QualifyingDistributionsAmt
Adjusted Qualifying Distri$43,100AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2018-05-15PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$22,734CurrentYearAmt
Year1$1,805Year1Amt
Year2$135Year2Amt
Total$24,674TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$19,324CurrentYearAmt
Year1$1,534Year1Amt
Year2$115Year2Amt
Total$20,973TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$43,100CurrentYearAmt
Year1$21,600Year1Amt
Total$64,700TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$43,100CurrentYearAmt
Year1$21,600Year1Amt
Total$64,700TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year1$617,403Year1Amt
Year2$230,065Year2Amt
Total$847,468TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRIST LIFE MINISTRIES
POB 399VINTONVA24179NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$8,000
NORTHRISE UNIVERSITY INITIATIVE
POB 4441SCOTTSDALEAZ85261NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$3,600
FREE WHEELCHAIR MISSION
15279 ALTON PKWY STE 300IRVINECA92618TO PROVIDE FREE WHEELCHAIRS FOR THOSE IN NEED$3,000
GIVING CHILDREN HOPE
8332 COMMONWEALTH AVEBUENA PARKCA90621NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$1,500
STANDING STONE MINISTRY
150 PAULARINO AVECOSTA MESACA92626NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$20,000
THE BIBLE PROJECT
PO BOX 14278PORTLANDOR97293NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$1,000
EVERY GENERATION MINISTRIES
28999 OLD TOWN FRONT STTEMECULACA92590NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$5,000
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRIVEORLANDOFL32832NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,504RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,230RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,702RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,436RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,436TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
RICK SHERRY STINEHART
1PO BOX 935CORONA DEL MARCA92625$200,000Yes (X)
RICK SHERRY STINEHART
2PO BOX 935CORONA DEL MARCA92625$19,925Yes (X)
RICK SHERRY STINEHART
3PO BOX 935CORONA DEL MARCA92625$160,207Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2289 SHARES AMERICAN FINL GRP HOLDINGS1448 SHARES FISERV INC WIS PV ICT$19,9252020-10-01
31448 SHARES FISERV INC WIS PV ICT$160,2072020-12-23

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$4,910RevenueAndExpensesPerBooksAmt

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