2025-11-07T07:45:07-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 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 2025-11-03 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 71540077 X 2314750 1361105 1361105 298966 298966 1401960 13135829 1401960 3059786 3037184 8436567 6099215 0 910 0 0 910 1200 1200 0 0 950 950 96 96 84600 250096 201223 43938 337852 202519 0 45798 2850500 2850500 3188352 202519 0 2896298 5248215 5896696 0 25163407 33587295 33587295 153373 107409 153373 153373 210020 250020 210020 105010 5068825 5412398 5444201 105294 2314750 2887000 27373217 21634475 29363198 58068172 63312311 71540077 0 0 X 58068172 63312311 58068172 63312311 58068172 63312311 58068172 5248215 63316387 4076 63312311 Publicly-traded Securities 5485721 5489294 -3573 -3573 Passthrough K1 Capital Gain/(Loss) 255425 PROMISSORY NOTE-DANIEL CROUCH RARE BOOKS LIMITED - 0.408% - 03/27/20 P 2024-02-27 2024-05-17 7650000 6500000 1150000 1150000 KAYNE ANDERSON REAL ESTATE P 108 108 108 1401960 81964 81964 81964 91845 0 12000 103845 X 57 21824 21824 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 false 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 5760945 27901749 31183670 64846364 0 64846364 972695 63873669 3193683 3193683 81964 81964 3111719 3111719 3111719 2896298 0 0 0 0 2896298 3111719 2848599 2896298 2848599 47699 0 0 3064020 0 0 Michael R Stone KAREN M STONE X BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC 4305 UNIVERSITY AVE STE 590 SAN DIEGO CA 92105 N/A PC General & Unrestricted 51500 BISHOPS SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A PC The Bishops School 2024 Gala 12500 BISHOPS SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A PC Annual Fund 50000 BISHOPS SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A PC Capital Campaign 250000 BOYS TO MEN MENTORING NETWORK INC 3322 SWEETWATER SPRINGS BLVD S SPRING VALLEY CA 91977 N/A PC General & Unrestricted 2500 CAMP SOUTHERN GROUND INC 100 SOUTHERN GROUND PKWY FAYETTEVILLE GA 30215 N/A PC General & Unrestricted 50000 CHARITIES AID FOUNDATION AMERICA 225 REINEKERS LN STE 375 ALEXANDRIA VA 22314 N/A PC Friends Fund: GAVI, The Vaccine Alliance 30000 CLIMATE VAULT INC 2045 W GRAND AVE STE B PMB 24543 CHICAGO IL 60612 N/A PC General & Unrestricted 15000 DAKSHANA FOUNDATION 4407 BEE CAVE RD STE 513 WEST LAKE HILLS TX 78746 N/A PC General & Unrestricted 10000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC General & Unrestricted 1150000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Fuqua Annual Fund and Fuqua Scholarship Fund 45000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Lemur Center Operations and Lemur Madagascar Programs 50000 GOVERN FOR CALIFORNIA FOUNDATION 2350 KERNER BLVD STE 250 SAN RAFAEL CA 94901 N/A PC General & Unrestricted 12500 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 N/A PC HBS Fund 62500 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 N/A PC General & Unrestricted 10000 HONORARY DEPUTY SHERIFFS ASSOCIATION OF SAN DIEGO PO BOX 421260 SAN DIEGO CA 92142 N/A PC General & Unrestricted 2500 HOTCHKISS SCHOOL 11 INTERLAKEN RD LAKEVILLE CT 06039 N/A PC Giving Day 2018 5000 HOTCHKISS SCHOOL 11 INTERLAKEN RD LAKEVILLE CT 06039 N/A PC The Hotchkiss Fund/Parents Fund 5000 LAKE CHAMPLAIN COMMITTEE INC 208 FLYNN AVE BLDG 3 STE F BURLINGTON VT 05401 N/A PC General & Unrestricted 25000 NEUROLAB 360 2146 ENCINITAS BLVD STE 110 ENCINITAS CA 92024 N/A PC General & Unrestricted 2500 RADY CHILDRENS HOSPITAL - SAN DIEGO 3020 CHILDRENS WAY MSC 5005 SAN DIEGO CA 92123 N/A PC The President's Fund 100000 REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE ST STE 8000 ANN ARBOR MI 48109 N/A PC General & Unrestricted 50000 REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE ST STE 8000 ANN ARBOR MI 48109 N/A PC Maize & Blue Cupboard Fund 25000 REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE ST STE 8000 ANN ARBOR MI 48109 N/A PC Emergency Fund 25000 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 N/A PC General & Unrestricted 250000 SHELBURNE FARMS 1611 HARBOR RD SHELBURNE VT 05482 N/A PC General & Unrestricted 51500 SHELBURNE MUSEUM INCORPORATED PO BOX 10 SHELBURNE VT 05482 N/A PC General & Unrestricted 10000 SKIDMORE COLLEGE 815 N BROADWAY SARATOGA SPGS NY 12866 N/A PC General & Unrestricted 5000 STANFORD UNIVERSITY 434 GALVEZ MALL STANFORD CA 94305 N/A PC General & Unrestricted 100000 THE GILLISPIE SCHOOL 7380 GIRARD AVE LA JOLLA CA 92037 N/A PC General & Unrestricted 5000 THE NATURE CONSERVANCY GEORGIA CHAPTER 1330 WEST PEACHTREE ST SUITE 410 ATLANTA GA 30309 N/A PC Coastal Conservation fund 10000 THE SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD STE 200 SAN DIEGO CA 92106 N/A PC La Jolla Country Club Employee Scholarship Fund 10000 U C SAN DIEGO FOUNDATION 9500 GILMAN DR MAIL CODE 0853 LA JOLLA CA 92093 N/A PC To support Scripps Institution of Oceanography and to be used at the discretion of the SIO Director 15000 UNIVERSITY OF NOTRE DAME DU LAC 511 MAIN BLDG NOTRE DAME IN 46556 N/A PC General & Unrestricted 1000 UNIVERSITY OF VERMONT 411 MAIN ST BURLINGTON VT 05401 N/A GOV General & Unrestricted 25000 UNIVERSITY OF VERMONT 411 MAIN ST BURLINGTON VT 05401 N/A GOV Special Collections Fund 25000 VOICES FOR CHILDREN 2851 MEADOW LARK DR SAN DIEGO CA 92123 N/A PC General & Unrestricted 51500 WILDERNESS SAFARIS WILDLIFE TRUST 373 RIVONIA BLVD RIVONIA JOHANNESBURG SF N/A PC Drought relief food program 250000 2850500 14 1361105 14 298966 18 1401960 K-1 Inc/Loss 525990 -42708 14 950952 INTEREST INCOME ON NOTES 14 2150900 NET INVESTMT CLOSING INT 14 642 -42708 6164525 6121817 false false false false false false false false false false X X 1 Stone Michael R 1505 Buckingham Drive La Jolla CA 92037 2314750 X 1 PRIVATE BANCORP OF AMERICA PBAM, 50000 sh. 2314750 2024-10-15 Tax Return Preparation/Review 1200 1200 Forms 8865 Forms 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investments 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 926 Form 926 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investments 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 PRIVATE BANCORP OF AMERICA 2314750 2887000 5412398 5444201 BETA TECHNOLOGIES 365000 500000 DRONESEED CO. SERIES B-3 PREFE 262945 250000 FS BOULDERING LLC 6886241 7003508 GLOBAL SAFE WATER SRVCS PTE.LT 262901 125000 MIT PRIVATE EQUITY FUND IV, LP 16481 14840 MULLIGAN FUNDING LLC 2790034 9700000 PCX SINGAPORE, PTE LTD (SAFE) 100000 125000 PROSPECTOR-ALT 1138286 500000 REO HOMES 3, LLC 250000 SIXTH STREET CLO ADVISERS EQUI 1866941 1542260 TARRANT UPGRADE, LP 657595 662790 THE RISE FUND (A), L.P 1450508 1804981 THE RISE FUND AIRSTREAM AIV LL 127934 267863 THE RISE FUND AIV II LP 1426971 1853343 THE RISE FUND CARTHAGE AIV II 94573 41086 THE RISE FUND DE AIV II, LP 126245 536989 THE RISE FUND WILD AIV I LP 107582 211046 THE RISE FUND WILD AIV II LP 107582 211080 TOP EQUITY II-A, L.P 23867 25000 TPG REAL ESTATE THEMATIC ADVAN 3822789 3738412 General Consultations 910 910 DEBT BASIS ADJUSTMENT 4076 Administrative Fees 43913 43913 K-1 Exp FS BOULDERING LLC 107142 102883 K-1 Exp MIT PRIVATE EQUITY FUN 639 602 K-1 Exp REO HOMES 3, LLC 1766 1754 K-1 Exp SIXTH STREET CLO ADVIS 13643 13643 K-1 Exp TARRANT UPGRADE, LP 4617 4617 K-1 Exp THE RISE FUND (A), L.P 61034 61023 K-1 Exp THE RISE FUND AIRSTREA 150 150 K-1 Exp THE RISE FUND AIV II L 9907 9720 K-1 Exp THE RISE FUND CARTHAGE 173 173 K-1 Exp THE RISE FUND DE AIV I 1084 673 K-1 Exp TOP EQUITY II-A, L.P 358 358 K-1 Exp TPG REAL ESTATE THEMAT 5645 5627 State or Local Filing Fees 25 25 K-1 Inc/Loss FS BOULDERING LLC 812275 812275 K-1 Inc/Loss MIT PRIVATE EQUITY FUND IV, LP 516 281 K-1 Inc/Loss REO HOMES 3, LLC 5842 5842 K-1 Inc/Loss SIXTH STREET CLO ADVISERS EQUITY II, 21297 21297 K-1 Inc/Loss TARRANT UPGRADE, LP 396 396 K-1 Inc/Loss THE RISE FUND (A), L.P 3092 3092 K-1 Inc/Loss THE RISE FUND AIRSTREAM AIV LLC 4 4 K-1 Inc/Loss THE RISE FUND AIV II LP 41490 41458 K-1 Inc/Loss THE RISE FUND CARTHAGE AIV II LP 39 39 K-1 Inc/Loss THE RISE FUND DE AIV II, LP 22984 649 K-1 Inc/Loss TOP EQUITY II-A, L.P 309 309 Interest Income from Notes 2150900 2150900 Net investment closing interest 642 642 NOTE - ME TO WE SOCIAL ENTERPRISES INC NONE 2250000 210020 2015-12 2025-12 SEMI-ANNUAL INTEREST/PRINCIPAL 8TH-10TH YR 225. SECURITY INTEREST IN PERSONAL AND REAL PROPERTY INVESTMENT CASH & NOTE 0 2250000 EQUIVALENCY DETERMINATION SVCS 950 950 990-PF Estimated Tax for 2024 84600