2022-11-15T16:25:54-06:00 2021-12-31 330885895 LINDSAY & BROWNELL LLP 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990PF 2021-01-01 852108142 STONE STEPS FOUNDATION STON 7605338433 2033 SAN ELIJO AVE 301 CARDIFF CA 92007 KAREN PATERSON PRESIDENT/DIRECTOR 7605338433 2022-11-11 1 KAREN PATERSON 999009999 MARY H MCGROARTY P00735101 8585589200 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 6628338 X X 595 595 92585 97515 1135172 8800999 1135172 27333 27333 1255685 1260615 0 0 0 1519 760 759 41589 20794 20795 18597 0 26 501 251 250 3379 1060 2319 65585 22865 24149 311000 311000 376585 22865 335149 879100 1237750 43715 25372 25372 1180456 2571337 2571337 7311 7311 100000 0 0 200000 3679500 4024318 1524171 6283520 6628338 0 0 X 1524171 6283520 1524171 6283520 1524171 6283520 1524171 879100 3880249 6283520 0 6283520 MERRILL LYNCH #2855 2020-12-31 2021-12-31 5814463 5346675 467788 467788 US BANK #1500 2020-12-31 2021-12-31 2978596 2319152 659444 659444 CAPITAL GAINS DIVIDENDS P 7940 7940 7940 1135172 17205 0 17205 0 17205 18500 0 4000 0 22500 X 5 5290 5290 0 0 0 0 0 0 0 0 0 0 0 1 1 CA NV 1 0 0 0 0 1 N/A KAREN PATERSON 7605338433 2033 SAN ELIJO AVE 301 CARDIFF CA 92007 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3579098 1099644 0 4678742 0 0 4678742 70181 4608561 230428 230428 17205 17205 213223 0 213223 0 213223 335149 0 335149 213223 19997 0 0 335149 19997 0 0 213223 101929 0 0 101929 0 0 0 0 0 0 0 101929 101929 X ACUMEN 40 WORTH STREET SUITE 303 NEW YORK NY 10013 N/A PC GENERAL SUPPORT 250000 WHIZZKIDS 9600 ESCARPMENT BOULEVARD SUITE 745-208 AUSTIN TX 78749 N/A PC GENERAL SUPPORT 10000 STREET BUSINESS SCHOOL PO BOX 370 NIWOT CO 80544 N/A PC GENERAL SUPPORT 25000 ELIZABETH STONE HOUSE PO BOX 300039 JAMAICA PLAIN MA 02130 N/A PC GENERAL SUPPORT 1000 UNCHARTED 3532 FRANKLIN STREET NUMBER 1 DENVER CO 80205 N/A PC GENERAL SUPPORT 10000 CATALYST OF SAN DIEGO & IMPERIAL COUNTIES 5060 SHOREMAN PLACE ROOM 350 SAN DIEGO CA 92122 N/A PC GENERAL SUPPORT 5000 GLOBAL COMMUNITIES 8601 GEORGIA AVENUE SUITE 800 SILVER SPRING MD 20910 N/A PC GENERAL SUPPORT 10000 311000 0 14 595 14 92585 01 27333 18 1135172 0 1255685 0 1255685 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1519 760 759 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. CORPORATE STOCK 3679500 4024318 POSTAGE & SHIPPING 22 0 22 DUES & SUBSCRIPTIONS 918 0 918 OFFICE EXPENSE 317 0 317 SOFTWARE & ONLINE 476 238 238 MARKETING 1497 748 749 LICENSE FEES 149 74 75 WHITE OAK K-1 INCOME 14557 14557 0 PARTNERSHIP DISTRIBUTIONS 12776 12776 0 TRANSFERS FROM MOXIE FOUNDATION 3880249 CONSULTING 1338 669 669 ADVISORY 40251 20125 20126 STATE TAX 26 0 26 FEDERAL TAX 18571 0 0