2013-11-15T12:44:09-00:00 2012-12-31 Foundation Source One Hollow Lane Suite 212 Lake Success NY 11042 990PF 2012-01-01 050544633 The Michael and Karen Stone Family Foundation Inc MICH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Michael R Stone 2013-11-15 true Jeffrey D Haskell 8008391754 2013-11-15 2012 2016-02-25 16:41:14Z X 9586158 X 1150554 4038 4038 21248 21248 264335 2037233 1421361 49889 48668 1490064 1495315 2728 2728 30119 7360 22759 1235 1235 62564 61793 18961 40257 158439 27556 65744 1027100 1027100 1185539 27556 1092844 304525 1467759 2448272 585103 585103 759718 409906 754906 745000 635730 528560 521000 4804437 6734301 7735055 8298345 8602870 9586158 0 X 8298345 8602870 8298345 8602870 8298345 8602870 8298345 304525 8602870 8602870 Publicly-traded Securities 2037233 1786284 1408491 1408491 Passthrough K1 Capital Gain 12870 12870 1421361 false 311379 7108429 000.043804 284527 5893708 000.048276 240925 4028543 000.059805 320227 6796988 000.047113 133844 6107440 000.021915 000.220913 000.044183 9601782 424236 14678 438914 1092844 X 14678 14678 14678 25469 25469 25469 X 10791 10791 false false false false false true true false true true true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 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 19809 001.00 0 Michael R Stone Foundation Source 501 Silverside Rd Wilmington DE 19809 001.00 0 The Foundation provides free counseling to terminal cancer patients. The goal of this program is patient advocacy for cancer victims, aimed at alleviation of both emotional and physical suffering for those victims. 22759 655234 1844418 7248350 9748002 9748002 146220 9601782 480089 480089 14678 14678 465411 465411 465411 1092844 1092844 14678 1078166 465411 194194 1092844 194194 465411 433239 433239 0 433239 433239 Michael R Stone Karen M Stone X BIG BROTHERS BIG SISTERS - SAN DIEGO CNTY 8515 ARJONS DR STE A SAN DIEGO CA 92126 N/A 509a1 General Unrestricted 25000 BISHOP SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A 509a1 General Unrestricted 10000 BISHOP SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 N/A 509a1 Charitable Event 1000 CATHOLIC CHARITIES - DIOCESE OF SAN DIEGO 349 CEDAR ST SAN DIEGO CA 92101 N/A 509a2 Hurricane Sandy Relief Fund - Rockaway James Brennan 40000 CATHOLIC CHARITIES - DIOCESE OF SAN DIEGO 349 CEDAR ST SAN DIEGO CA 92101 N/A 509a2 Charitable Event 7500 CCF COMMUNITY INITIATIVES FUND - CUREMITO 221 S FIGUEROA ST STE 400 LOS ANGELES CA 90012 N/A 509a3 GI Dysmotility with Mitochondrial Disease Research 1000 COMPUTERS 2 SD KIDS 8324 MIRAMAR MALL SAN DIEGO CA 92121 N/A 509a1 General Unrestricted 1000 CONNECTICUT FRIENDS SCHOOL CORPORATION 317 NEW CANAAN RD WILTON CT 06897 N/A 509a1 General Unrestricted 250 DUKE UNIVERSITY IRON DUKES PROGRAM ATTN JACK WINTERS BOX 90542 DURHAM NC 27708 N/A 509a1 Iron Dukes Program 10000 FOLDS OF HONOR FOUNDATION 5800 N PATRIOT DR OWASSO OK 74055 N/A 509a1 La Jolla Country Club Event 2012 1000 FREE THE CHILDREN INTERNATIONAL PO BOX 32099 HARTFORD CT 06510 N/A 509a1 First Installment of Large Scale Agricultural Project Months 1-3 126900 FREE THE CHILDREN INTERNATIONAL PO BOX 32099 HARTFORD CT 06510 N/A 509a1 Fourth Installment of Large Scale Agricultural Project in Kenya for Months of 10-12 of Implementation Plan 281900 FREE THE CHILDREN INTERNATIONAL PO BOX 32099 HARTFORD CT 06510 N/A 509a1 Second Installment of Large Scale Agricultural Project in Kenya for Months of 4 - 6 of Implementation Plan 200000 FREE THE CHILDREN INTERNATIONAL PO BOX 32099 HARTFORD CT 06510 N/A 509a1 Third Installment of Large Scale Agricultural Project in Kenya for Months of 7-9 of Implementation Plan 180000 HARVARD BUSINESS SCHOOL TEELE HALL SOLDIERS FIELD BOSTON MA 02163 N/A 509a1 General Unrestricted 10000 HOSPICE OF MARION COUNTY INC PO BOX 4860 OCALA FL 34478 N/A 509a2 General Unrestricted 1000 HOTCHKISS SCHOOL PO BOX 800 LAKEVILLE CT 06039 N/A 509a1 General Unrestricted 10000 JANADA L BATCHELOR FOUNDATION FOR CHILDREN INC 1934 E 45TH PL TULSA OK 74105 N/A 509a1 General Unrestricted 500 JOHN W GRAHAM EMERGENCY SHELTER SERVICES INC 69 MAIN ST VERGENNES VT 05491 N/A 509a1 General Unrestricted 2000 LA JOLLA YMCA 8355 CLIFFRIDGE AVE LA JOLLA CA 92037 N/A 509a1 General Unrestricted 1000 LAKE CHAMPLAIN COMMITTEE INC 208 FLYNN AVE BLDG 3 BURLINGTON VT 05401 N/A 509a1 General Unrestricted 1000 MONARCH SCHOOL PROJECT 808 W CEDAR ST SAN DIEGO CA 92101 N/A 509a1 Charitable Event 10000 NORMAN B LEVENTHAL MAP CENTER INC 700 BOYLSTON ST BOSTON MA 02116 N/A 509a1 General Unrestricted 2500 SAN DIEGO MUSEUM OF ART 1450 EL PRADO SAN DIEGO CA 92101 N/A 509a1 General Unrestricted 25000 SHELBURNE FARMS 1611 HARBOR RD SHELBURNE VT 05482 N/A 509a2 General Unrestricted 30000 SHELBURNE MUSEUM INCORPORATED PO BOX 10 SHELBURNE VT 05482 N/A 509a1 General Unrestricted 2500 THE GILLISPIE SCHOOL 7380 GIRARD AVE LA JOLLA CA 92037 N/A 509a2 General Unrestricted 11800 THE GILLISPIE SCHOOL 7380 GIRARD AVE LA JOLLA CA 92037 N/A 509a2 Endowment in Excellence 30000 UC SAN DIEGO FOUNDATION RADY SCHOOL OF MANAGEMENT UNIVERSIT LA JOLLA CA 92093 N/A 509a1 Rady Alumni Association Fellowship Fund 4319 - Rady Golf Classic 1500 WORLD VISION 34834 WEYERHAEUSER WAY S FEDERAL WAY WA 98001 N/A 509a1 Agua Pura Program 2500 WOUNDED WARRIOR PROJECT PO BOX 758541 TOPEKA KS 66675 N/A 509a1 General Unrestricted 250 1027100 14 4038 14 21248 525990 516 18 263819 Passthrough K-1 Loss 525990 1221 14 -44702 Interest from Notes Receivable 14 93370 1737 337773 339510 false false false false false false false false false false X X 1 Stone Michael R 1021 Muirlands Drive La Jolla CA 92037 1150554 X 1 MIE HOLDINGS CORP G61157106, 750000 sh. 280725 2012-03-20 1 ARGAN, INC. AGX, 50000 sh. 741250 2012-01-05 1 STR HOLDINGS INC STRI, 14678 sh. 128579 2012-01-04 Publicly-traded Securities 2037233 1786284 250949 Passthrough K1 Capital Gain 12870 Passthrough UBI Capital Gain 516 50000 shares of FIFTH STREET FINANCE 528560 521000 ARC HUD 1, LLC 280776 280000 MIT PRIVATE EQUITY FUND IV, LP 101793 113705 MULLIGAN FUNDING LLC - NET ADVANCES 2025000 2025000 PARK WEST PARTNERS LIMITED 1000000 1172890 REO HOMES 3, LLC 1037678 1365000 ROSE GROVE OFFSHORE FUND I, LTD 1500000 1861972 SOPHROSYNE TECHNOLOGY PARTNERS, LP 241766 257113 STX FILMWORKS, LLC 193054 296612 TOP EQUITY II-A, L.P. 183274 187842 TSL EQUITY PARTNERS, LP 170960 174921 General Governance Matters and Counseling 2728 2728 Administrative Fees 39779 39779 Bank Charges 160 160 K-1 Expenses MIT PRIVATE EQUITY FUND IV, LP 4421 4364 K-1 Expenses REO HOMES 3, LLC 27 K-1 Expenses SOPHROSYNE TECHNOLOGY PARTNERS, LP 10322 10322 K-1 Expenses STX FILMWORKS, LLC 1689 K-1 Expenses TOP EQUITY II-A, L.P. 4216 3414 K-1 Expenses TSL EQUITY PARTNERS, LP 701 701 State or Local Filing Fees 25 25 Accounting Software Support 146 146 Registered Agent Fees 307 307 K-1 Passthrough Income MIT PRIVATE EQUITY FUND IV, LP 1452 1613 K-1 Passthrough Loss REO HOMES 3, LLC -12295 -12295 K-1 Passthrough Income SOPHROSYNE TECHNOLOGY PARTNERS, LP 2073 2073 K-1 Passthrough Loss STX FILMWORKS, LLC -55993 -55993 K-1 Passthrough Income TOP EQUITY II-A, L.P. 6453 5071 K-1 Passthrough Income TSL EQUITY PARTNERS, LP 14829 14829 Interest Income from Notes Receivable 93370 93370 Counseling Services for the Terminally Ill 22759 22759 Investment Management Services 7360 7360 Estimated Tax for 2012 16500 Excise Tax for 2011 46064