STONEHAVEN FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
STONEHAVEN FOUNDATION (EIN 46-1576452)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-22
IRS object ID
201432959349100608
Schema version
2013v3.0
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)
Return2014-10-22T19:23:39-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453269313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YH ADVISORS INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17755 CENTER AVENUE SUITE 1225AddressLine1
CityHUNTINGTON BEACHCity
StateCAState
ZIP Code92647ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461576452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STONEHAVEN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSTONBusinessNameControlTxt
Phone3107557801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12281 W 190TH STREET NO 200AddressLine1
CityTORRANCECity
StateCAState
ZIP Code90504ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES W INSKEEPPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3107557801PhoneNum
Signature2014-10-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN HAVERLOCKPreparerPersonNm
PTINP00545829PTIN
Phone3109822804PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,931,383FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,957DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,957DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,092NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68,722GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,092CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$63,060TotalRevAndExpnssAmt
Total Net Invst Incm$63,060TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$13,843OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,843OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,843TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,843TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,843TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,217ExcessRevenueOverExpensesAmt
Net Investment Income$49,217NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,800,000CashBOYAmt
Cash EOY$125,848CashEOYAmt
Cash EOYFMV$125,848CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$1,736,597CorporateStockEOYAmt
Corporate Stock EOYFMV$1,736,597CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$1,068,938CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,068,938CorporateBondsEOYFMVAmt
Total Assets BOY$2,800,000TotalAssetsBOYAmt
Total Assets EOY$2,931,383TotalAssetsEOYAmt
Total Assets EOYFMV$2,931,383TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,800,000RetainedEarningBOYAmt
Retained Earning EOY$2,931,383RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,800,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,931,383TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,800,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,931,383TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,800,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,217ExcessRevenueOverExpensesAmt
Other Increases$99,166OtherIncreasesAmt
Subtotal$2,931,383SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,931,383TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES$51,080$50,630$450$450
CAPITAL GAINS DIVIDENDS$17,642$17,642$17,642P
FieldValueIRS element (for citing)
Capital Gain Net Income$18,092CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$459,667NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$2,787,846NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$492NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$492AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$492InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$492SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$492TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$492TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMES W INSKEEPBusinessNameLine1
FieldValueIRS element (for citing)
Phone3102290375PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12281 W 190TH STREET NO 200AddressLine1
CityTORRANCECity
StateCAState
ZIP Code90504ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES W INSKEEP
2281 W 190TH STREET NO 200TORRANCECA90504PRESIDENT3.00$0$0$0
KIMBERLY L INSKEEP
2281 W 190TH STREET NO 200TORRANCECA90504TREASURER/SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,835,041AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$995,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,830,301TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,830,301AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,455CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,787,846NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,392MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,392MinimumInvestmentReturnAmt
Tax Based On Investment Income$492TaxBasedOnInvestmentIncomeAmt
Total Tax$492TotalTaxAmt
Distributable Before Adj$138,900DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$138,900DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$138,900DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$492PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,508AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$138,900DistributableAsAdjustedAmt
Undistributed Income PY$4,219UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$17,000QualifyingDistributionsAmt
Applied To Year1$4,219AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,781AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$126,119UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES W INSKEEPContributingManagerNm
Contributing ManagerKIMBERLY L INSKEEPContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARYMOUNT HIGH SCHOOLBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110643 WEST SUNSET BOULEVARDAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90077ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposePROVIDED TO THE ANNUAL FUND OF THE HIGH SCHOOL TO SUPPORT EDUCATIONAL ACTIVITIESGrantOrContributionPurposeTxt
Amt$17,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,957ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,092ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$63,060ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,060TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FORD MOTOR CREDIT$173,515$173,515
4800 SHRS GUGGENHEIM BLT 2014 ETF$128,016$128,016
5000 SHRS GUGGENHEIM BLT 2015 ETF$133,900$133,900
GOLDMAN SACHS GROUP$633,507$633,507

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
6408 SHRS. FIRST TRUST ENERGY$206,850$206,850
5000 SHRS NUVEEN EQUITY PREM ADV FUND$63,200$63,200
5000 SHRS NUVEEN EQUITY PREM OPY FUND$63,250$63,250
4325.26 SHRS IVY MID CAP GROWTH FUND$103,330$103,330
3654.9710 SHRS MFS NEW DISCOVERY FUND A$98,392$98,392
17574.6920 SHRS DOUBLELINE TOTAL RETURN$189,455$189,455
21663.7780 SHRS PRUDENTIAL SHORT TERM$245,451$245,451
10632.8750 SHRS PRINCIPAL GLOBAL DIVERSE$150,136$150,136
18018.0180 SHRS ALLIANCEBERNSTEIN SLCT$214,414$214,414
12562.8140 SHRS PUTNAM ABSOLUTE RETURN$153,894$153,894
2500 SHRS PHARUS SELECT VENTURE GROWTH$248,225$248,225

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAINSDescription
Amount$99,166Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$13,843Amt
Net Investment Income$13,843NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.