Nonprofit · EIN 82-3781813
BARBARA AND PETER STONE FAMILY FOUNDATION INC
Tax-exempt · FOND DU LAC, WI 54935
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,453,764 | $3,824,614 | -$2,370,850 | $16,623,654 | $0 | $16,623,654 |
| December 31, 2023 | 990-PF | -$330,703 | $3,774,324 | -$4,105,027 | $18,994,504 | $0 | $18,994,504 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $555,404
- Interest
- $127,957
- Net gain from sales of assets
- $770,403
Expenses
- Grants and similar amounts paid
- $3,753,500
- Disbursements for charitable purposes
- $3,753,500
- Excise tax on investment income
- $19,351
Balance sheet and other
- Total assets, start of year
- $18,994,504
- Total assets, end of year
- $16,623,654
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,623,654
- Fair market value of assets
- $97,956,042
- Qualifying distributions
- $3,753,500
- Net investment income
- $1,453,764
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA S STONE W2845 PRESERVE LN, EDEN, WI 53019 | PRESIDENT | 0 | $0 |
| PETER E STONE W2845 PRESERVE LN, EDEN, WI 53019 | V-PRESIDENT | 0 | $0 |
| ERIC P STONE N7224 WINNEBAGO DR, FOND DU LAC, WI 54935 | TREASURER | 0 | $0 |
| S ADAM STONE N7159 WINNEBAGO DR, FOND DU LAC, WI 54935 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA S STONE W2845 PRESERVE LN, EDEN, WI 53019 | PRESIDENT | 0 | $0 |
| PETER E STONE W2845 PRESERVE LN, EDEN, WI 53019 | V-PRESIDENT | 0 | $0 |
| ERIC P STONE N7224 WINNEBAGO DR, FOND DU LAC, WI 54935 | TREASURER | 0 | $0 |
| S ADAM STONE N7159 WINNEBAGO DR, FOND DU LAC, WI 54935 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 130 S MAIN ST, FOND DU LAC, WI 54935-4210
- Signed the 990-PF
- ERIC P STONE, TREASURER
- Phone
- (920) 921-7700
- Return prepared by
- ERICKSON & ASSOCIATES SC
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 | Not 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
- 82-3781813
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,623,654
- Income (IRS master file)
- $5,564,415
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,453,764 | $3,824,614 | $16,623,654 | XML |
| 990-PF | December 2023 | -$330,703 | $3,774,324 | $18,994,504 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 82-3781813).
Questions about BARBARA AND PETER STONE FAMILY FOUNDATION INC
- What is the EIN of BARBARA AND PETER STONE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BARBARA AND PETER STONE FAMILY FOUNDATION INC is 82-3781813.
- Is BARBARA AND PETER STONE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to BARBARA AND PETER STONE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA AND PETER STONE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA AND PETER STONE FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARBARA AND PETER STONE FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BARBARA AND PETER STONE FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does BARBARA AND PETER STONE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,453,764, expenses of $3,824,614 and total assets of $16,623,654 at year end.
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