Nonprofit · EIN 47-5601594
STONE FOUNDATION INC
Tax-exempt · LONGBOAT KEY, FL 34228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,611,218 | $1,006,860 | $1,604,358 | $11,427,325 | $17,078 | $11,410,247 |
| December 31, 2024 | 990-PF | -$159,259 | $930,318 | -$1,089,577 | $9,806,118 | $229 | $9,805,889 |
| December 31, 2023 | 990-PF | $758,833 | $804,753 | -$45,920 | $10,895,466 | $0 | $10,895,466 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $352,788
- Dividends
- $494,126
- Net gain from sales of assets
- $1,764,269
- Other income
- $35
Expenses
- Grants and similar amounts paid
- $680,000
- Disbursements for charitable purposes
- $680,000
- Excise tax on investment income
- $26,849
Balance sheet and other
- Total assets, start of year
- $9,806,118
- Total assets, end of year
- $11,427,325
- Total liabilities, end of year
- $17,078
- Net assets, end of year
- $11,410,247
- Qualifying distributions
- $680,000
- Net investment income
- $2,258,430
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marcia S Klein 585 Hornblower Lane, Longboat Key, FL 34228 | President | 1 | $0 |
| Stacey Schaeffler 585 Hornblower Lane, Longboat Key, FL 34228 | Vice President | 1 | $0 |
| Stacey Schaeffler 585 Hornblower Lane, Longboat Key, FL 34228 | Secretary | 1 | $0 |
| Mitchell Schwartz 585 Hornblower Lane, Longboat Key, FL 34228 | Vice President | 1 | $0 |
| Mitchell Schwartz 585 Hornblower Lane, Longboat Key, FL 34228 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marcia S Klein 585 Hornblower Lane, Longboat Key, FL 34228 | President | 1 | $0 |
| Stacey Schaeffler 585 Hornblower Lane, Longboat Key, FL 34228 | Vice President | 1 | $0 |
| Stacey Schaeffler 585 Hornblower Lane, Longboat Key, FL 34228 | Secretary | 1 | $0 |
| Mitchell Schwartz 585 Hornblower Lane, Longboat Key, FL 34228 | Vice President | 1 | $0 |
| Mitchell Schwartz 585 Hornblower Lane, Longboat Key, FL 34228 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marcia S Klein 585 Hornblower Lane, Longboat Key, FL 34228 | President | 0 | $0 |
| Stacey Schaeffler 585 Hornblower Lane, Longboat Key, FL 34228 | Vice President | 1 | $0 |
| Stacey Schaeffler 585 Hornblower Lane, Longboat Key, FL 34228 | Secretary | 1 | $0 |
| Mitchell Schwartz 585 Hornblower Lane, Longboat Key, FL 34228 | Vice President | 0 | $0 |
| Mitchell Schwartz 585 Hornblower Lane, Longboat Key, FL 34228 | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 585 HORNBLOWER LN, LONGBOAT KEY, FL 34228-3717
- In care of
- % MARCIA KLEIN
- Signed the 990-PF
- MARCIA KLEIN, President
- Phone
- (248) 408-2732
- Return prepared by
- Fioritto and Associates PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-5601594
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,427,325
- Income (IRS master file)
- $7,225,046
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,611,218 | $1,006,860 | $11,427,325 | XML |
| 990-PF | December 2024 | -$159,259 | $930,318 | $9,806,118 | IRS |
| 990-PF | December 2023 | $758,833 | $804,753 | $10,895,466 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5601594).
Questions about STONE FOUNDATION INC
- What is the EIN of STONE FOUNDATION INC?
- The employer identification number (EIN) of STONE FOUNDATION INC is 47-5601594.
- Is STONE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to STONE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STONE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STONE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STONE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STONE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does STONE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,611,218, expenses of $1,006,860 and total assets of $11,427,325 at year end.
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All nonprofits in LONGBOAT KEY · Florida · Philanthropy, voluntarism and grantmaking foundations