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STINEHART FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STINEHART FAMILY FOUNDATION (EIN 83-1438385)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-07
IRS object ID
202000989349100305
Schema version
2019v5.0
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)
Return2020-04-07T07:48:50-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth J BeckPreparerPersonNm
PTINP01966735PTIN
Phone3107293441PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$665,541FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$406,238ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$343InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$343InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$343InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,462DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,462DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,462DividendsAdjNetIncmAmt
Gross Sales Price$240,908GrossSalesPriceAmt
Total Rev And Expnss$408,043TotalRevAndExpnssAmt
Total Net Invst Incm$1,805TotalNetInvstIncmAmt
Total Adj Net Incm$1,805TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$255LegalFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$3,497OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,752TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,352TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$382,691ExcessRevenueOverExpensesAmt
Net Investment Income$1,805NetInvestmentIncomeAmt
Adjusted Net Income$1,805AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,527SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$339,349SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$339,349SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$208,185CorporateStockBOYAmt
Corporate Stock EOY$278,054CorporateStockEOYAmt
Corporate Stock EOYFMV$326,192CorporateStockEOYFMVAmt
Total Assets BOY$234,712TotalAssetsBOYAmt
Total Assets EOY$617,403TotalAssetsEOYAmt
Total Assets EOYFMV$665,541TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$234,712CapitalStockBOYAmt
Capital Stock EOY$617,403CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$234,712TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$617,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$234,712TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$617,403TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$234,712TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$382,691ExcessRevenueOverExpensesAmt
Subtotal$617,403SubtotalAmt
Tot Net Ast Or Fund Balances EOY$617,403TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyDETAIL AVAIL - ML - A/C 29J07334PropertyDesc
How AcquiredDHowAcquiredCd
Acquired2019-01-01AcquiredDt
Sold2019-12-31SoldDt
Gross Sales Price$240,908GrossSalesPriceAmt
Cost Or Other Basis$240,908CostOrOtherBasisAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$36InvestmentIncomeExciseTaxAmt
Subtotal$36SubtotalAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Tax Due$36TaxDueAmt

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$273,822AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,027AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$374,849TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$374,849AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,623CashDeemedCharitableAmt
Net Vl Noncharitable Assets$369,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,461MinimumInvestmentReturnAmt

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$21,600ExpensesAndContributionsAmt
Qualifying Distributions$21,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$21,600AdjustedQualifyingDistriAmt

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$1,805CurrentYearAmt
Year1$135Year1Amt
Total$1,940TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$1,534CurrentYearAmt
Year1$115Year1Amt
Total$1,649TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$21,600CurrentYearAmt
Total$21,600TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$21,600CurrentYearAmt
Total$21,600TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year1$230,065Year1Amt
Total$230,065TotalAmt

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 (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CYSTINOSIS RESEARCH FOUNDATION
19200 VON KARMAN AVE STE 920IRVINECA92612Cystinosis Research$1,500
CHRIST LIFE MINISTRIES
POB 399VINTONVA24179NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$10,000
HOMEWARD
2302 W COLTER STPHOENIXAZ85015NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$1,000
PEDIATRIC CANCER RESEARCH FOUNDATION
5900 WILSHIRE BNLVD STE 2600LOS ANGELESCA90036PEDIATRIC CANCER RESEARCH$1,000
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
FELLOWSHIP OF CHRISTIAN ATHLETES
POB 7677HUNTINGTON BEACHCA92615NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$500
CAMPUS CRUSADE
100 LAKE HART DRIVEORLANDOFL32832NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$500
CYSTIC FIBROSIS
4550 MONTGOMERY AVE STE 1100NBETHESDAMD20814CYSTIC FIBROSIS RESEARCH$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$343UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,462UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,805UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,805TotalIncomeProducingActyAmt

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$301,981Yes (X)Yes (X)
RICK SHERRY STINEHART
2PO BOX 935CORONA DEL MARCA92625$25,059Yes (X)
RICK SHERRY STINEHART
3PO BOX 935CORONA DEL MARCA92625$79,198Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SECURITIES VIA ML ACCOUNT$51,9812019-02-01
2SECURITIES VIA ML ACCOUNT$25,0592019-03-08
3SECURITIES VIA ML ACCOUNT$79,1982019-12-31

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$255LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
INVESTMENT EXPENSES$3,391
POB FEE$106

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