2021-11-15T20:11:22-06:00 2020-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2020-01-01 050544633 The Michael and Karen Stone Family Foundation Inc % Foundation Source MICH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 michael stone president 8008391754 2021-11-15 true michael stone 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 47888645 X 145000 14455 14455 85650 85650 -14325 47652542 0 3157221 3026396 3388001 3126501 0 47292 47292 15473 15473 56883 12764 44119 1050 1050 141700 1180 1180 117 117 195033 144020 45749 458728 157834 153930 2072764 2072764 2531492 157834 2226694 856509 2968667 599840 3592150 3592150 1050000 2050020 1050000 675000 1349898 1349973 4696287 4716041 1164482 1164846 37304855 28958407 36390635 39954715 40811224 47888645 0 0 X 39954715 40811224 39954715 40811224 39954715 40811224 39954715 856509 40811224 40811224 Publicly-traded Securities 47652448 47704500 -52052 -52052 Passthrough K1 Capital Gain/(Loss) 38125 LAUDERDALE ESTATES HOLDING CO LLC P 2014-05-27 2020-12-31 94 95 -1 -1 -13928 41264 41264 41264 128456 0 128456 X 87192 87192 false false false false false true true false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false true false true false false false false false false false false false false false false false false false false false Karen M Stone Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Michael R Stone Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 FOUNDATION HIRED CONTRACTORS TO PLAN AND DRILL WELLS FOR 3 VILLAGES IN AFRICA. 44119 10705883 5961408 29534724 46202015 0 46202015 693030 45508985 2275449 2275449 41264 659 41923 2233526 2233526 2233526 2226694 0 0 0 0 2226694 0 2226694 2233526 1900539 2018 2017 2016 2226694 1900539 326155 0 0 1907371 0 0 Michael R Stone KAREN M STONE NONE X BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC 4305 UNIVERSITY AVE STE 300 SAN DIEGO CA 92105 N/A PC General & Unrestricted 25000 BISHOPS SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A PC General & Unrestricted 25000 BISHOPS SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A PC Financial Aid Program 5000 BISHOPS SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A PC PPE Costs 20000 CONCERN WORLDWIDE U S INC 355 LEXINGTON AVE 19TH FL NEW YORK NY 10017 N/A PC General & Unrestricted 259 DAKSHANA FOUNDATION 1220 ROOSEVELT STE 200 IRVINE CA 92620 N/A PC General & Unrestricted 10000 DENTAL HYGIENE ASSOCIATES 1415 L ST SUITE 1000 SACRAMENTO CA 95814 N/A PC General & Unrestricted 7500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke Athletics 250000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke Lemur Center 30000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Fuqua Annual Fund 20000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke Libraries 146000 EMPOWERS AFRICA INC 2 BEEKMAN PL NEW YORK NY 10022 N/A PC General & Unrestricted 395000 HISTIOCYTOSIS ASSOCIATION INC 332 N BROADWAY PITMAN NJ 08071 N/A PC General & Unrestricted 500 HOTCHKISS SCHOOL PO BOX 800 LAKEVILLE CT 06039 N/A PC Giving Day 2020 Campaign 10000 JUVENILE DIABETES RESEARCH FOUNDATION 5677 OBERLIN DR STE 110 SAN DIEGO CA 92121 N/A PC Charitable Event 5000 LAKE CHAMPLAIN COMMITTEE INC 208 FLYNN AVENUEBUILDING 3STE F BURLINGTON VT 05401 N/A PC General & Unrestricted 1500 LAKE CHAMPLAIN COMMUNITY SAILING CENTER INC PO BOX 64818 BURLINGTON VT 05406 N/A PC General & Unrestricted 10000 ME TO WE FOUNDATION 6500 MAIN ST STE 5 WILLIAMSVILLE NY 14221 N/A PC General & Unrestricted 1000000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 5025 E WASHINGTON ST STE 102 PHOENIX AZ 85034 N/A PC General & Unrestricted 250 NYSARC INC - SARATOGA COUNTY CHAPTER 16 SARATOGA BRIDGES BLVD BALLSTON SPA NY 12020 N/A PC General & Unrestricted 1305 POMONA COLLEGE 150 E 8TH ST CLAREMONT CA 91711 N/A PC Caracol Archaeological Project 2500 RADY CHILDRENS HOSPITAL - SAN DIEGO 3020 CHILDRENS WAY MSC 5005 SAN DIEGO CA 92123 N/A PC General & Unrestricted 25000 SALK INSTITUTE FOR BIOLOGICAL STUDIES 10010 N TORREY PINES RD LA JOLLA CA 92037 N/A PC Charitable Event 10000 SHELBURNE FARMS 1611 HARBOR RD SHELBURNE VT 05482 N/A PC General & Unrestricted 25000 SKIDMORE COLLEGE LOCAL SARATOGA SPRINGS NY 12866 N/A PC General & Unrestricted 10000 THE GILLISPIE SCHOOL 7380 GIRARD AVE LA JOLLA CA 92037 N/A PC General & Unrestricted 12500 VOICES FOR CHILDREN 2851 MEADOW LARK DR SAN DIEGO CA 92123 N/A PC General & Unrestricted 25000 YOUNG BLACK & LIT 1200 PITNER AVE EVANSTON IL 60202 N/A PC General & Unrestricted 250 YOUTH PHILANTHROPY COUNCIL 740 BAY BLVD CHULA VISTA CA 91910 N/A PC General & Unrestricted 200 2072764 14 14455 14 85650 525990 -396 18 -13929 K-1 Inc/Loss 525990 8619 14 383532 Federal Tax Refund 01 122206 INTEREST INCOME FROM NOTES 14 2642864 8223 3234778 3243001 false false false false false false false false false false X X 1 Chorengel Maya 1080 Hubert Road Oakland CA 94610 10000 X 2 Ellis Stephen and Karen 222 La Salle Avenue Piedmont CA 94610 125000 X 3 Gilbertson Scott 2701 Pacific Avenue San Francisco CA 94115 10000 X Part I Line 6a Part I Line 6a RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $(13,928) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(396) TOTAL PART I, LINE 6A: $(14,325) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $47,652,448 BOOK BASIS: $47,704,500 NET GAIN/(LOSS): $(52,052) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $38,125 LAUDERDALE ESTATES HOLDING CO LLC GROSS SALES PRICE: $94 BOOK BASIS: $95 NET GAIN/(LOSS): $(1) Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. Form 8865 Form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. LANDESBANK HESSEN-THURINGEN GI 399819 399984 LMA SA/LMA AMERS LLC - 0.000% 514787 514989 SKANDINAVISKA ENSKILDA BANKEN 249876 249873 ALLOGENE THERAPEUTICS INC 5294 19864 COLUMBIA FDS INSTI TR CMG ULTR 4690993 4696177 1349898 1349973 BETA TECHNOLOGIES 365000 365000 FS SUJA HOLDINGS LLC 6311221 7007133 KAYNE ANDERSON REAL ESTATE DEB 1706096 1703895 LAUNCHTIME III LLC 200597 532811 MIT PRIVATE EQUITY FUND IV, LP 42847 72037 PROSPECTOR SPONSOR LLC 1000000 1000000 REO HOMES 3, LLC 1000000 STX FILMWORKS, INC 388802 296885 SUJA LIFE LLC 250000 TARRANT UPGRADE, LP 657301 655338 THE RISE FUND (A), L.P 1996220 3621372 THE RISE FUND AIRSTREAM AIV LL 119045 214702 THE RISE FUND AIV II LP 815475 915739 THE RISE FUND CARTHAGE AIV II 95204 317591 THE RISE FUND DE AIV II, LP 81682 241556 THE RISE FUND WILD AIV I LP 96197 63339 THE RISE FUND WILD AIV II LP 96197 63363 TOP EQUITY II-A, L.P 38043 38602 SIXTH ST CLO ADVISERS EQUITY 2505318 2537919 TPG GROWTH SPECTRE CO-INVEST, TRICOLOR CLEANTECH CAPITAL, LL 262901 187500 MULLIGAN FUNDING LLC - NET ADV 12180261 15305853 Administrative Fees 44000 44000 Bank Charges 41 41 K-1 Exp KAYNE ANDERSON REAL ES 24865 24865 K-1 Exp LAUDERDALE ESTATES HOL 659 659 K-1 Exp LAUNCHTIME III LLC 774 774 K-1 Exp MIT PRIVATE EQUITY FUN 746 535 K-1 Exp TARRANT UPGRADE, LP 7164 7164 K-1 Exp THE RISE FUND (A), L.P 83615 81824 K-1 Exp THE RISE FUND AIRSTREA 412 412 K-1 Exp THE RISE FUND AIV II L 13076 10911 K-1 Exp THE RISE FUND CARTHAGE 87 87 K-1 Exp THE RISE FUND DE AIV I 1463 370 K-1 Exp TOP EQUITY II-A, L.P 1056 1052 K-1 EXP SIXTH ST CLO ADVISERS 14640 14640 K-1 Exp TPG GROWTH SPECTRE CO- 686 686 Office Supplies 251 251 Payroll Processing Fees 1236 1236 State or Local Filing Fees 35 35 Website Hosting/Support 227 227 K-1 Inc/Loss KAYNE ANDERSON REAL ESTATE DEBT, L.P 198473 198473 K-1 Inc/Loss MIT PRIVATE EQUITY FUND IV, LP 584 212 K-1 Inc/Loss TARRANT UPGRADE, LP 4 4 K-1 Inc/Loss THE RISE FUND (A), L.P 3017 2943 K-1 Inc/Loss THE RISE FUND AIV II LP -19977 -20081 K-1 Inc/Loss THE RISE FUND DE AIV II, LP 8442 373 K-1 Inc/Loss TOP EQUITY II-A, L.P 2396 2396 K-1 Inc/Loss SIXTH ST CLO ADVISERS EQUIT 199180 199180 K-1 Inc/Loss TPG GROWTH SPECTRE CO-INVEST, LP 32 32 Federal Tax Refund 122206 Interest Income from Notes 2642864 2642864 LEESA SLEEP LLC 300000 300000 2019-09 2021-12 TWO TIMES OUTSTANDING PRINCIPAL & ACCRUED INTEREST 6. SECURITY INTEREST IN COMPANY'S ASSETS INVESTMENTS CASH CASH & NOTE 300000 ME TO WE SOCIAL ENTERPRISES INC 2250000 750000 2015-12 2025-12 SEMI-ANNUAL INTEREST/PRINCIPAL 8TH-10TH YR 2.25 SECURITY INTEREST IN PERSONAL AND REAL PROPERTY INVESTMENT CASH CASH & NOTE 2250000 Investment Management Services 12764 12764 WATER WELL DRILLING SERVICES 44119 44119 990-PF Estimated Tax for 2020 38700 990-PF Extension for 2019 51000 990-T Extension for 2019 52000