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JANE WILSON AND DAVID MAYHEW STONE CHARITABLE TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JANE WILSON AND DAVID MAYHEW STONE CHARITABLE TRUST (EIN 47-2484936)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-25
IRS object ID
202612379349100006
Schema version
2025v4.0
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)
Return2026-08-25T12:21:58-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464270069PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PBC ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1903 COMMERCE DR STE 333AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472484936EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE W AND DAVID M STONE CHARITABLEBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJANEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1451 EAST GRAND AVENUE 6112AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET STONE BOWENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2026-08-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAY SANDERSCPAMSTPreparerPersonNm
PTINP00585294PTIN
Phone6305716770PhoneNum
Preparation2026-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,280,013FMVAssetsEOYAmt
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$1,913InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,913InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,913InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$296,931DividendsRevAndExpnssAmt
Dividends Net Invst Incm$296,931DividendsNetInvstIncmAmt
Dividends Adj Net Incm$296,931DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$744,743NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,413,282GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$744,743CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$35,941OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,115OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$35,941OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,079,528TotalRevAndExpnssAmt
Total Net Invst Incm$1,056,702TotalNetInvstIncmAmt
Total Adj Net Incm$334,785TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,759AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,690AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,069AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$62,857OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$62,857OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$17,705TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,705TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$87,321TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70,252TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,069TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$702,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$702,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$789,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70,252TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$707,569TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$289,707ExcessRevenueOverExpensesAmt
Net Investment Income$986,450NetInvestmentIncomeAmt
Adjusted Net Income$334,785AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$274,952SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$556,432SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$556,432SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$479,270USGovernmentObligationsBOYAmt
US Government Obligations EOY$729,432USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$740,350USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,952,083CorporateStockBOYAmt
Corporate Stock EOY$4,074,754CorporateStockEOYAmt
Corporate Stock EOYFMV$8,058,186CorporateStockEOYFMVAmt
Corporate Bonds BOY$603,541CorporateBondsBOYAmt
Corporate Bonds EOY$174,623CorporateBondsEOYAmt
Corporate Bonds EOYFMV$169,873CorporateBondsEOYFMVAmt
Other Investments BOY$4,557,942OtherInvestmentsBOYAmt
Other Investments EOY$4,622,254OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,755,172OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,867,788TotalAssetsBOYAmt
Total Assets EOY$10,157,495TotalAssetsEOYAmt
Total Assets EOYFMV$16,280,013TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,867,788RetainedEarningBOYAmt
Retained Earning EOY$10,157,495RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,867,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,157,495TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,867,788TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,157,495TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,867,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$289,707ExcessRevenueOverExpensesAmt
Subtotal$10,157,495SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,157,495TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STP$1,035,389$1,085,398-$50,009-$50,009
PUBLICLY TRADED SECURITIES - LTP$2,314,732$1,583,141$731,591$731,591
FieldValueIRS element (for citing)
Capital Gain Net Income$744,743CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,712InvestmentIncomeExciseTaxAmt
Subtotal$13,712SubtotalAmt
Tax Based On Investment Income$13,712TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,212EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$17,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$28,712TotalPaymentsAndCreditsAmt
Overpayment$15,000OverpaymentAmt
Applied To ES Tax$15,000AppliedToESTaxAmt

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 LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
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
Individual With BooksMARGARET STONE BOWENIndividualWithBooksNm
Phone8478773190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1451 EAST GRAND AVENUE 6112AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET STONE BOWEN
451 EAST GRAND AVENUE 6112CHICAGOIL60611PRESIDENT000.00$0$0$0
MARK BOWEN
451 EAST GRAND AVENUE 6112CHICAGOIL60611TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,214,098AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$367,007AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$319,948FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,901,053TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,901,053AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$238,516CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,662,537NetVlNoncharitableAssetsAmt
Minimum Investment Return$783,127MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$783,127MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,712TaxBasedOnInvestmentIncomeAmt
Total Tax$13,712TotalTaxAmt
Distributable Before Adj$769,415DistributableBeforeAdjAmt
Distributable Before Ded$769,415DistributableBeforeDedAmt
Distributable As Adjusted$769,415DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$707,569ExpensesAndContributionsAmt
Qualifying Distributions$707,569QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$769,415DistributableAsAdjustedAmt
Undistributed Income PY$697,527UndistributedIncomePYAmt
Qualifying Distributions$707,569QualifyingDistributionsAmt
Applied To Year1$697,527AppliedToYear1Amt
Applied To Current Year$10,042AppliedToCurrentYearAmt
Undistributed Income CY$759,373UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCCHARITABLE$10,000
LITTLE CITY FOUNDATION
1760 WEST ALGONQUIN ROADPALATINEIL60067NONEPCCHARITABLE$30,000
KENILWORTH UNION CHURCH
211 KENILWORTH AVEKENILWORTHIL60043NONEPCCHARITABLE$50,000
SECOND BAPTIST CHURCH OF EVANSTON
1717 BENSON AVEEVANSTONIL60201NONEPCCHARITABLE$50,000
BY THE HAND CLUB
PO BOX 10043CHICAGOIL60610NONEPCCHARITABLE$150,000
THE ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVECHICAGOIL60603NONEPCCHARITABLE$35,000
RUSH UNIVERSITY MEDICAL CENTER
1620 W HARRISON STCHICAGOIL60612NONEPCCHARITABLE$2,500
ROOM TO READ
465 CALIFORNIA STSAN FRANCISCOCA94104NONEPCCHARITABLE$10,000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STNEW YORKNY10021NONEPCCHARITABLE$315,000
LURIE CHILDRENS HOSPITAL
225 EAST CHICAGO AVECHICAGOIL60611NONEPCCHARITABLE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$702,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,913ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$296,931ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,115ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$63,161ExclusionAmt
Related Or Exempt Function Incm$681,582RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNONDIVID DISTRIBUTIONSDesc
Exclusion14ExclusionCd
Exclusion$22,826ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$397,946ExclusionAmt
Related Or Exempt Function Incm$681,582RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,079,528TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,759Amt
Net Investment Income$1,690NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,069DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED SCHEDULEBondNm
EOY Book Value$174,623EOYBookValueAmt
EOYFMV$169,873EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED SCHEDULEStockNm
EOY Book Value$4,074,754EOYBookValueAmt
EOYFMV$8,058,186EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SEE ATTACHED SCHEDULEAT COST$4,302,306$6,435,224
HPS OFFSHORE MEZZANINE PTRNS LPAT COST$319,948$319,948

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INTEREST - LP INVESTMENT$6,344$6,344$6,344
DIVIDENDS - LP INVESTMENT$776$776$776
OTHER PORTFOLIO INC - LP INV$5,995$5,995$5,995
NONDIVID DISTRIBUTIONS$22,826$22,826

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$62,857Amt
Net Investment Income$62,857NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$5,705$5,705
FEDERAL INVESTMENT INCOME TAXES$12,000

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