STONE FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STONE FAMILY FOUNDATION (EIN 43-1773536)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201332269349100503
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T09:18:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020657787 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & L CPA'S CHARTERED | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 W CENTRAL PO BOX 230 | AddressLine1 |
| City | EL DORADO | City |
| State | KS | State |
| ZIP Code | 67042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431773536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STON | NameControl |
| Phone | 9185831178 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON 19TH FLOOR | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL C STONE | Name |
| Title | PRESIDENT | Title |
| Phone | 9185831178 | Phone |
| Date Signed | 2013-08-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANE POESCHEL | Name |
| PTIN | P00136199 | PTIN |
| Phone | 3163211350 | Phone |
| Date Prepared | 2013-08-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9602216 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9331 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9331 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 338913 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 313161 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 79119 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1203010 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 86701 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 427363 | TotalRevenueAndExpenses |
| Total Net Investment Income | 409193 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2250 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 43186 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 43186 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7089 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 52525 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 43186 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 489500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 489500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 542025 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 43186 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 491750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -114662 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 366007 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 213291 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 156156 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 156156 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1440 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 7040 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 7040 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 8413196 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 8826503 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 8861399 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 711485 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 364329 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 309690 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 257962 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 143714 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 118910 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 160251 | InvestmentsOtherBOY |
| Investments Other EOY | 145221 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 149021 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 9757625 | TotalAssetsBOY |
| Total Assets EOY | 9642963 | TotalAssetsEOY |
| Total Assets EOYFMV | 9602216 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 9757625 | RetainedEarningsBOY |
| Retained Earnings EOY | 9642963 | RetainedEarningsEOY |
| Total Net Assets BOY | 9757625 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9642963 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9757625 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9642963 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9757625 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -114662 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 9642963 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9642963 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (36 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| NEWTON CO MO 8% DUE 1/1/15 | D | 2009-05-08 | 2012-01-03 | 5000 | 5002 | -2 | -2 |
| SAVANNAH GA HOSPITAL AUTH DUE 07/01 | D | 2009-10-29 | 2012-01-03 | 15000 | 14026 | 974 | 974 |
| AKRON OH NONTAX REV DUE 12/1/18 | D | 2009-10-06 | 2012-01-17 | 20000 | 20000 | 0 | 0 |
| AKRON OH SEWER SYSTEMS REV DUE 12/1/20 | D | 2009-09-10 | 2012-01-23 | 25000 | 25000 | 0 | 0 |
| CIT GROUP INC SENIOR NOTE DUE 5/1/15 | D | 2008-02-13 | 2012-01-23 | 207 | 208 | -1 | -1 |
| CIT GROUP INC SENIOR NOTE DUE 5/1/16 | D | 2008-02-13 | 2012-01-23 | 72 | 72 | 0 | 0 |
| AMERICAN MUNICIPAL POWER OH DUE 2/1/12 | D | 2009-04-23 | 2012-02-01 | 24755 | 24755 | 0 | 0 |
| TEMPLE-INLAND INC | P | 2007-12-07 | 2012-02-14 | 352000 | 308597 | 43403 | 43403 |
| CIT GROUP INC SENIOR NOTE DUE 05/1/16 | D | 2008-02-13 | 2012-02-21 | 90 | 91 | -1 | -1 |
| CIT GROUP INC SENIOR NOTE DUE 05/01/16 | D | 2008-02-13 | 2012-03-09 | 184 | 185 | -1 | -1 |
| CIT GROUP INC SENIOR NOTE DUE 05/01/17 | D | 2008-02-13 | 2012-03-09 | 485 | 486 | -1 | -1 |
| I HOMES INC CORP NOTE DUE 04/01/12 | D | 2007-06-01 | 2012-04-02 | 33824 | 33824 | 0 | 0 |
| WI STATE HEALTH & EDUCATIONAL FAC DUE 02/15/27 | D | 2009-10-28 | 2012-04-03 | 15000 | 14376 | 624 | 624 |
| CIT GROUP INC SENIOR NOTE DUE 05/01/15 | D | 2008-02-13 | 2012-04-16 | 3000 | 3008 | -8 | -8 |
| SUNTRUST BANK CD DUE 04/19/12 | D | 2008-10-27 | 2012-04-19 | 13000 | 13000 | 0 | 0 |
| FAIRFAX FINANCIAL HOLDINGS DUES 04/26/12 | D | 2005-04-19 | 2012-04-26 | 60000 | 60136 | -136 | -136 |
| WENTZVILLE MO TRANSPORTATION DUE 11/01/26 | D | 2009-06-29 | 2012-05-01 | 5000 | 5000 | 0 | 0 |
| CIT GROUP INC SENIOR NOTE DUE 05/01/17 | D | 2008-02-13 | 2012-05-02 | 850 | 852 | -2 | -2 |
| MFS RESEARCH INTERNATIONAL FUND | D | 2009-06-10 | 2012-06-01 | 7261 | 6734 | 527 | 527 |
| CIT GROUP INC SENIOR NOTE DUE 05/2/17 | D | 2008-02-13 | 2012-06-04 | 3462 | 3471 | -9 | -9 |
| MT STATE BD OF REGENTS DUE 05/15/24 | D | 2009-10-28 | 2012-06-12 | 10000 | 10000 | 0 | 0 |
| SPRINGFIELD MO PUBLIC UTIL DUE 01/01/13 | D | 2010-09-28 | 2012-06-19 | 50000 | 50000 | 0 | 0 |
| ISHARES S&P LATIN AMERICA INDEX FD | D | 2009-06-10 | 2012-06-30 | 2390 | 2195 | 195 | 195 |
| CITIZENS MEMORIAL HOSP DUE 08/01/18 | D | 2009-09-29 | 2012-08-15 | 10000 | 9630 | 370 | 370 |
| CIT GROUP INC SENIOR NOTE DUE 05/02/16 | D | 2008-02-13 | 2012-08-21 | 990 | 993 | -3 | -3 |
| MA STATE HOUSING FINANCE DUE 12/01/17 | D | 2009-08-11 | 2012-08-22 | 10000 | 10000 | 0 | 0 |
| SIKESTON MO ELECTRIC REVENUE DUE 06/01/22 | D | 2009-11-03 | 2012-09-04 | 20000 | 20000 | 0 | 0 |
| CIT GROUP INC SENIOR NOTE DUE 05/02/17 | D | 2008-02-13 | 2012-09-05 | 2687 | 2694 | -7 | -7 |
| CIT GROUP INC SENIOR NOTE DUE 05/02/16 | D | 2005-02-13 | 2012-09-06 | 2887 | 2898 | -11 | -11 |
| CIT GROUP INC SENIOR NOTE DUE 05/02/16 | D | 2008-02-13 | 2012-09-17 | 1124 | 1128 | -4 | -4 |
| ST LOUIS MO LAND CLEARANCE REDEV DUE 09/1/19 | D | 2009-06-23 | 2012-11-01 | 10000 | 10000 | 0 | 0 |
| HESSTON KS HEALTH CARE FAC DUE 11/15/18 | D | 2007-12-06 | 2012-11-15 | 5000 | 5000 | 0 | 0 |
| VANGUARD GNMA FUND ADM FD#536 | D | 2012-12-12 | 423003 | 424103 | -1100 | -1100 | |
| COMMERCE BANCSHARES INC CASH IN LIEU | D | 1954-04-03 | 2012-12-17 | 18 | 18 | 18 | |
| MORGAN STANLEY PREFERRED STOCK | D | 2007-12-20 | 2012-12-31 | 30000 | 28845 | 1155 | 1155 |
| CAPITAL GAINS DIVIDENDS | P | 40721 | 40721 | 40721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 86701 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 372525 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9681425 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038478 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 306944 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3837914 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.079977 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 150500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3189922 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047180 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 155592 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3352373 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046412 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 136350 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3257780 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041854 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.253901 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050780 | AverageDistributionRatio |
| Net Noncharitable Assets | 9763413 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 495786 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3660 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 499446 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 491750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7320 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7320 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7320 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7040 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7200 | TaxPaidWithExtension |
| Total Credits And Payments | 14240 | TotalCreditsAndPayments |
| Overpayment | 6920 | Overpayment |
| Amount Credited To Next Year | 6920 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SAMUEL C STONE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9185831178 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON 19TH FLOOR | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SUE STONE HUNTER | ||||||||
| 5925 STATE LINE | KANSAS CITY | MO | 64113 | VICE-PRESIDENT/SECRETARY | 1.00 | 0 | 0 | 0 |
| SAMUEL C STONE | ||||||||
| 2204 SOUTH ST LOUIS | TULSA | OK | 74114 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| SARA STONE LAUGHREN | ||||||||
| 620 WEST 42ND ST APT 58D | NEW YORK | NY | 10036 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| BRITTON HUNTER | ||||||||
| 5815 STATE LINE | KANSAS CITY | MO | 64113 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9624051 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 288043 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9912094 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9912094 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 148681 | CashDeemedCharitable |
| Net Noncharitable Assets | 9763413 | NetNoncharitableAssets |
| Minimum Investment Return | 488171 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 488171 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7320 | TaxBasedOnInvestmentIncome |
| Total Tax | 7320 | TotalTax |
| Distributable Amount Before Adj | 480851 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 480851 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 480851 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 491750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 491750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 491750 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 480851 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 11310 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 11310 | TotalExcessDistriCarryover |
| Qualifying Distributions | 491750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 480851 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10899 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 22209 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 22209 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 11310 | ExcessFromYear2 |
| Excess From Current Year | 10899 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SAMUEL C STONE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON 19TH FLOOR | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9185831178 | RecipientPhoneNumber |
| Form And Info And Materials | SPECIFIC FORM NOT REQUIRED | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS AND REQUESTS ARE ACCEPTED AT ANYTIME | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AGRICULTURAL FUTURE OF AMERICA | |||||||
| PO BOX 414838 | KANSAS CITY | MO | 64141 | N/A | PUBLIC | OPERATIONS | $15,000 |
| ARTS & HUMANITIES COUNCIL OF TULSA | |||||||
| 2210 SOUTH MAIN ST | TULSA | OK | 74114 | N/A | PUBLIC | OPERATIONS | $10,000 |
| BIG HOLE WATERSHED COMMITTEE | |||||||
| PO BOX 21 | DIVIDE | MT | 59727 | N/A | PUBLIC | OPERATIONS | $20,000 |
| BOTANICA THE WICHITA GARDENS | |||||||
| 701 N AMIDON | WICHITA | KS | 67203 | N/A | PUBLIC | OPERATIONS | $5,000 |
| BUTLER COUNTY HISTORICAL SOCIETY | |||||||
| 383 E CENTRAL | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $30,000 |
| COUTTS MEMORIAL MUSEUM OF ART INC | |||||||
| 110 N MAIN ST | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $21,000 |
| WILLIS SCHOLARSHIP FOUNDATION | |||||||
| 200 S MAIN STE 2 | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $2,500 |
| FRIENDS OF KC ANIMALS | |||||||
| 4741 CENTRAL ST BOX 348 | KANSAS CITY | MO | 64112 | N/A | PUBLIC | OPERATIONS | $14,000 |
| FRIENDS OF SLS INC | |||||||
| 45 EAST 9TH ST APT 7 | NEW YORK | NY | 10003 | N/A | PUBLIC | OPERATIONS | $25,000 |
| GOVERNOR'S ANNUAL ONE SHOT TURKEY HUNT | |||||||
| 200 S MAIN STE 2 | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $5,000 |
| GRACE AND HOLY TRINTY CATHEDRAL | |||||||
| 415 W 13TH | KANSAS CITY | MO | 64105 | N/A | PUBLIC | OPERATIONS | $2,500 |
| KCPT PUBLIC TELEVISON 19 | |||||||
| 125 EAST THIRTY-FIRST ST | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $8,000 |
| LIBERTY MEMORIAL FOUNDATION | |||||||
| 100 WEST 26TH ST | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $15,000 |
| KANSAS HISTORICAL FOUNDATION | |||||||
| 6425 SW 6TH AVE | TOPEKA | KS | 666151099 | N/A | PUBLIC | OPERATIONS | $7,500 |
| LEADERSHIP BUTLER INC | |||||||
| PO BOX 1066 | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $5,000 |
| MUSIC THEATRE OF WICHITA | |||||||
| 225 W DOUGLAS STE 202 | WICHITA | KS | 67202 | N/A | PUBLIC | OPERATIONS | $5,000 |
| NEW YORK JUNIOR LEAGUE | |||||||
| 130 E 80TH ST | NEW YORK | NY | 10075 | N/A | PUBLIC | OPERATIONS | $2,500 |
| OKLAHOMA CENTENNIAL BOTANICAL GARDEN INC | |||||||
| 2 W 6TH ST STE 325 | TULSA | OK | 741191215 | N/A | PUBLIC | OPERATIONS | $7,500 |
| EARLY CHILDHOOD DEVELOPMENT CENTER | |||||||
| 1900 SECOND AVE 9TH FLOOR | NEW YORK | NY | 10029 | N/A | PUBLIC | OPERATIONS | $7,500 |
| PARKINSON FOUNDATION OF THE HEARTLAND | |||||||
| 8900 STATE LINE RD STE 320 | LEAWOOD | KS | 66206 | N/A | PUBLIC | OPERATIONS | $5,000 |
| RANCHLAND TRUST OF KANSAS | |||||||
| 6031 SW 37TH ST | TOPEKA | KS | 66614 | N/A | PUBLIC | OPERATIONS | $20,000 |
| RUSSELL CHILD DEVELOPMENT CENTER | |||||||
| 714 BALLINGER | GARDEN CITY | KS | 67846 | N/A | PUBLIC | OPERATIONS | $6,000 |
| ROSE BROOKS CENTER | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | N/A | PUBLIC | PERATIONS | $6,000 |
| SOONER ROWING ASSOCIATION | |||||||
| 715 W 21ST ST | TULSA | OK | 74107 | N/A | PUBLIC | OPERATIONS | $20,000 |
| SOUTHWESTERN ART ASSOCIATION | |||||||
| 100 CAMPUS DR | WEATHERFORD | OK | 730963098 | N/A | PUBLIC | OPERATIONS | $10,000 |
| ST ANDREW'S EPISCOPAL CHURCH | |||||||
| 6401 WORNALL TER | KANSAS CITY | MO | 64113 | N/A | PUBLIC | OPERATIONS | $2,000 |
| EPISCOPAL COMMUNITY SERVICES | |||||||
| 11 EAST 40TH ST | KANSAS CITY | MO | 64114 | N/A | PUBLIC | OPERATIONS | $6,000 |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST | KANSAS CITY | MO | 64109 | N/A | PUBLIC | OPERATIONS | $3,000 |
| THE EPISCOPAL DIOCESE OF KANSAS | |||||||
| 835 SW POLK ST | TOPEKA | KS | 666121688 | N/A | PUBLIC | OPERATIONS | $2,500 |
| THE NATIONAL AGRICULTURAL CENTER & HALL OF FAME | |||||||
| 630 HALL OF FAME DR | BONNER SPRINGS | KS | 66012 | N/A | PUBLIC | OPERATIONS | $15,000 |
| THE NATURE CONSERVANCY - KANSAS CHAPTER | |||||||
| 700 SW JACKSON ST | TOPEKA | KS | 66603 | N/A | PUBLIC | OPERATIONS | $25,000 |
| THE NATURE CONSERVANCY - OKLAHOMA CHAPTER | |||||||
| 2727 E 21ST STE 102 | TULSA | OK | 74114 | N/A | PUBLIC | OPERATIONS | $35,000 |
| THE WICHITA CENTER FOR THE ARTS | |||||||
| 9112 E CENTRAL | WICHITA | KS | 67206 | N/A | PUBLIC | OPERATIONS | $12,500 |
| DOULAS OF GREATER KANSAS CITY | |||||||
| 8218 W 89TH ST | OVERLAND PARK | KS | 66212 | N/A | PUBLIC | OPERATIONS | $3,000 |
| TRINITY EPISCOPAL CHURCH | |||||||
| PO BOX 507 | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $35,000 |
| WICHITA ART MUSEUM | |||||||
| 1400 WEST MUSEUM BLVD | WICHITA | KS | 67203 | N/A | PUBLIC | OPERATIONS | $10,000 |
| WICHITA STATE UNIVERSITY FOUNDATION | |||||||
| 1845 FAIRMONT CAMPUS BOX 2 | WICHITA | KS | 67208 | N/A | PUBLIC | OPERATIONS | $2,500 |
| WICHITA SYMPHONY | |||||||
| 225 W DOUGLAS STE 207 | WICHITA | KS | 67202 | N/A | PUBLIC | OPERATIONS | $10,000 |
| WORLD WAR II HISTORY CENTER FOUNDATION | |||||||
| 119 W CENTRAL | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $5,000 |
| PETS FOR LIFE INC | |||||||
| 7240 WORNALL RD | KANSAS CITY | MO | 64114 | N/A | PUBLIC | OPERATIONS | $3,000 |
| ST LUKES HEART INSTITUTE | |||||||
| 4225 BALTIMORE AVE | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $10,000 |
| ST LUKES HOSPITAL FOUNDATION | |||||||
| 4225 BALTIMORE AVE | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $15,000 |
| UNIVERSITY OF TULSA WOMENS ROWING | |||||||
| 800 SOUTH TUCKER DR | TULSA | OK | 74104 | N/A | PUBLIC | OPERATIONS | $10,000 |
| OKLAHOMA SCHOOL OF SCIENCE & MATH FOUNDATION | |||||||
| 1141 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | N/A | PUBLIC | OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 489500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,331 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $313,161 | ExclusionAmount |
| Related Or Exempt Function Income | 25752 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $79,119 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $401,611 | ExclusionAmount |
| Related Or Exempt Function Income | 25752 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 427363 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4E | LineNumber |
| Relationship Statement | INTEREST ON STATE AND LOCAL BONDS EXCLUDED FROM TAX BY SECTION 103 | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | M & L CPA'S, CHARTERED | Category |
| Amount | $2,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2250 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GMAC LLC | 90217 | 90142 |
| EASTMAN KODAK COMPANY SENIOR NOTE | 34388 | 3763 |
| SLM CORP SENIOR UNSECURED NOTE | 19109 | 25005 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (18 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMERCE BANCSHARES INC | 86716 | 89438 |
| FORESTAR REAL ESTATE GROUP | 129153 | 63532 |
| GENERAL ELECTRIC CO | 21444 | 25188 |
| CIT GROUP INC | 8195 | 7110 |
| THORNBURG MORTGAGE INC | 9 | 5 |
| FORD MOTOR COMPANY | 33840 | 25900 |
| ARTISAN MID CAP VALUE FUND - INV | 16460 | 18379 |
| BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INST | 6621 | 7727 |
| BLACKROCK US OPPORTUNITES PORTFOLIO I | 4979 | 5007 |
| COMMERCE MIDCAP GROWTH FUND INST | 5051 | 5435 |
| JANUS FORTY FUND I | 20939 | 25271 |
| LEGG MASON CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I | 7166 | 10053 |
| MORGAN STANLEY INST FUND TRUST MID CAP GROWTH PORTFOLIO | 4900 | 5937 |
| TARGET SMALL CAPITALIZATION VALUE PORTFOLIO | 4337 | 4995 |
| ISHARES MSCI ALL COUNTRY ASIA EX-JAPAN INDEX FUND | 3292 | 3631 |
| JPMORGAN INTERNATIONAL VALUE FUND INS | 4839 | 5299 |
| LAZARD EMERGING MARKETS PORTFOLIO-IN | 6387 | 6782 |
| AMERICAN HOME MORTGAGE INVEST PREFERRED STOCK | 1 | 1 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 8405739 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 8425357 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 420764 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 436042 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| HSBC BANK USA CD | AT COST | 22874 | 20662 |
| HARRIS NA CD | AT COST | 62120 | 63356 |
| JP MORGAN CHASE BANK CD | AT COST | 56705 | 62020 |
| PIMCO COMMODITY REALRETURN STRATEGY FUND INS | AT COST | 3522 | 2983 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORGANIZATION COSTS | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| THE COMMERCE TRUST COMPANY | $43,036 | 43036 | 0 |
| THE COMMERCE TRUST COMPANY | $150 | 150 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $49 | 0 | 0 |
| 2011 EXCISE TAX | $7,040 | 0 | 0 |
Comments