STONE STEPS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: STONE STEPS FOUNDATION (EIN 85-2108142)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202233199349108283
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
Accounting Fees Schedule
General Explanation Attachment
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T16:25:54-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	330885895	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LINDSAY & BROWNELL LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4225 EXECUTIVE SQUARE SUITE 1150	AddressLine1Txt
City	LA JOLLA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92037	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	852108142	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STONE STEPS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STON	BusinessNameControlTxt
Phone	7605338433	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2033 SAN ELIJO AVE 301	AddressLine1Txt
City	CARDIFF	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92007	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KAREN PATERSON	PersonNm
Person Title	PRESIDENT/DIRECTOR	PersonTitleTxt
Phone	7605338433	PhoneNum
Signature	2022-11-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KAREN	PersonFirstNm
Person Last	PATERSON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY H MCGROARTY	PreparerPersonNm
PTIN	P00735101	PTIN
Phone	8585589200	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	$6,628,338	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$595	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$595	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$92,585	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$97,515	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,135,172	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,800,999	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,135,172	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$27,333	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$27,333	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,255,685	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,260,615	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,519	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$760	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$759	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$41,589	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$20,794	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$20,795	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$18,597	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$26	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$501	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$251	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$250	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$3,379	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,060	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$2,319	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$65,585	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$22,865	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$24,149	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$311,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$311,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$376,585	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$22,865	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$335,149	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$879,100	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,237,750	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$43,715	CashBOYAmt
Cash EOY	$25,372	CashEOYAmt
Cash EOYFMV	$25,372	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,180,456	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,571,337	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,571,337	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY	$7,311	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$7,311	RcvblFromOfficersEOYFMVAmt
US Government Obligations BOY	$100,000	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$200,000	CorporateStockBOYAmt
Corporate Stock EOY	$3,679,500	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,024,318	CorporateStockEOYFMVAmt
Total Assets BOY	$1,524,171	TotalAssetsBOYAmt
Total Assets EOY	$6,283,520	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,628,338	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,524,171	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$6,283,520	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,524,171	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,283,520	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,524,171	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,283,520	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,524,171	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$879,100	ExcessRevenueOverExpensesAmt
Other Increases	$3,880,249	OtherIncreasesAmt
Subtotal	$6,283,520	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$6,283,520	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
MERRILL LYNCH #2855	2020-12-31	2021-12-31	$5,814,463	$5,346,675	$467,788	$467,788
US BANK #1500	2020-12-31	2021-12-31	$2,978,596	$2,319,152	$659,444	$659,444
CAPITAL GAINS DIVIDENDS			$7,940		$7,940	$7,940	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,135,172	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$17,205	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$17,205	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$17,205	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$18,500	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$4,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$22,500	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$5	EsPenaltyAmt
Overpayment	$5,290	OverpaymentAmt
Applied To ES Tax	$5,290	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	0	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	CA	OrgReportOrRegisterStateCd
Org Report Or Register State	NV	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	KAREN PATERSON	IndividualWithBooksNm
Phone	7605338433	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2033 SAN ELIJO AVE 301	AddressLine1Txt
City	CARDIFF	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92007	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 (2 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
KAREN PATERSON
2033 SAN ELIJO AVE 301	CARDIFF	CA	92007	PRESIDENT/DIRECTOR	20.00	$0	$0	$0
DANIEL NEUKOMM
2033 SAN ELIJO AVE 301	CARDIFF	CA	92007	SECRETARY/TREASURER/DIRECTOR	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
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
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	$3,579,098	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,099,644	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,678,742	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,678,742	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$70,181	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,608,561	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$230,428	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$230,428	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$17,205	TaxBasedOnInvestmentIncomeAmt
Total Tax	$17,205	TotalTaxAmt
Distributable Before Adj	$213,223	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$213,223	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$213,223	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$335,149	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$335,149	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$213,223	DistributableAsAdjustedAmt
Undistributed Income PY	$19,997	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$335,149	QualifyingDistributionsAmt
Applied To Year1	$19,997	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$213,223	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$101,929	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$101,929	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	$101,929	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$101,929	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ACUMEN
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	N/A	PC	GENERAL SUPPORT	$250,000
WHIZZKIDS
9600 ESCARPMENT BOULEVARD SUITE	AUSTIN	TX	78749	N/A	PC	GENERAL SUPPORT	$10,000	745-208
STREET BUSINESS SCHOOL
PO BOX 370	NIWOT	CO	80544	N/A	PC	GENERAL SUPPORT	$25,000
ELIZABETH STONE HOUSE
PO BOX 300039	JAMAICA PLAIN	MA	02130	N/A	PC	GENERAL SUPPORT	$1,000
UNCHARTED
3532 FRANKLIN STREET NUMBER 1	DENVER	CO	80205	N/A	PC	GENERAL SUPPORT	$10,000
CATALYST OF SAN DIEGO & IMPERIAL COUNTIES
5060 SHOREMAN PLACE ROOM 350	SAN DIEGO	CA	92122	N/A	PC	GENERAL SUPPORT	$5,000
GLOBAL COMMUNITIES
8601 GEORGIA AVENUE SUITE 800	SILVER SPRING	MD	20910	N/A	PC	GENERAL SUPPORT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$311,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$595	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$92,585	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$27,333	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,135,172	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,255,685	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,255,685	TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$1,519	Amt
Net Investment Income	$760	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$759	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
FORM 990PF PART III LINE 3	STONE STEPS FOUNDATION IS A SUCCESSOR TO TAX EXEMPT ORGANIZATION - MOXIE FOUNDATION (EIN 35-2453481). IN ACCORDANCE WITH IRS REV RUL 2002-28, MOXIE FOUNDATION IS BEING LIQUIDATED AND A PORTION OF ITS ASSETS WERE TRANSFERRED (SEE PART III, LINE 3) TO STONE STEPS FOUNDATION. STONE STEPS FOUNDATION WILL CARRY OUT CHARITABLE ACTVITIES, PRIMARILY FOCUSING ON ISSUES OF SOCIAL JUSTICE AND SOLUTIONS TO THE ROOT CAUSES OF POVERTY.
FORM 990PF PART II LINE 6	DURING 2021, THE FOUNDATION REIMBURSED REASONABLE EXPENSES OF A DIRECTOR IN THE AMOUNT OF $7,311. THE REIMBURSED EXPENSES WERE RELATED TO PERSONAL SERVICES PROVIDED BY THE DIRECTOR TO THE FOUNDATION AND ARE AN EXCEPTION TO SELF-DEALING. IN 2022, THE DIRECTOR REPAID THIS AMOUNT TO THE FOUNDATION.

Form And Line ReferenceFormAndLineReferenceDesc

Medium ExplanationMediumExplanationTxt

FORM 990PF PART III LINE 3

STONE STEPS FOUNDATION IS A SUCCESSOR TO TAX EXEMPT ORGANIZATION - MOXIE FOUNDATION (EIN 35-2453481). IN ACCORDANCE WITH IRS REV RUL 2002-28, MOXIE FOUNDATION IS BEING LIQUIDATED AND A PORTION OF ITS ASSETS WERE TRANSFERRED (SEE PART III, LINE 3) TO STONE STEPS FOUNDATION. STONE STEPS FOUNDATION WILL CARRY OUT CHARITABLE ACTVITIES, PRIMARILY FOCUSING ON ISSUES OF SOCIAL JUSTICE AND SOLUTIONS TO THE ROOT CAUSES OF POVERTY.

FORM 990PF PART II LINE 6

DURING 2021, THE FOUNDATION REIMBURSED REASONABLE EXPENSES OF A DIRECTOR IN THE AMOUNT OF $7,311. THE REIMBURSED EXPENSES WERE RELATED TO PERSONAL SERVICES PROVIDED BY THE DIRECTOR TO THE FOUNDATION AND ARE AN EXCEPTION TO SELF-DEALING. IN 2022, THE DIRECTOR REPAID THIS AMOUNT TO THE FOUNDATION.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$3,679,500	EOYBookValueAmt
EOYFMV	$4,024,318	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE & SHIPPING	$22	$0	$22
DUES & SUBSCRIPTIONS	$918	$0	$918
OFFICE EXPENSE	$317	$0	$317
SOFTWARE & ONLINE	$476	$238	$238
MARKETING	$1,497	$748	$749
LICENSE FEES	$149	$74	$75

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
WHITE OAK K-1 INCOME	$14,557	$14,557	$0
PARTNERSHIP DISTRIBUTIONS	$12,776	$12,776	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	TRANSFERS FROM MOXIE FOUNDATION	Desc
Amt	$3,880,249	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING	$1,338	$669	$669
ADVISORY	$40,251	$20,125	$20,126

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAX	$26	$0	$26
FEDERAL TAX	$18,571	$0	$0