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Nonprofit · EIN 83-2115462

ROBERT F STONE FOUNDATION

Tax-exempt · LAKE SUCCESS, NY 11042

Financials

$6.9M$3.1M2023$2.7M$4.1M2024
Revenue Expenses · by fiscal year end
Financials of ROBERT F STONE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,718,991$4,139,964-$1,420,973$19,497,877$0$19,497,877
December 31, 2023990-PF$6,880,413$3,127,742$3,752,671$20,918,850$0$20,918,850
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$457,494
Interest
$9,060
Net gain from sales of assets
$2,252,437

Expenses

Grants and similar amounts paid
$3,834,339
Compensation of officers, directors and key employees
$92,500
Disbursements for charitable purposes
$3,986,342
Excise tax on investment income
$37,563

Balance sheet and other

Total assets, start of year
$20,918,850
Total assets, end of year
$19,497,877
Total liabilities, end of year
$0
Net assets, end of year
$19,497,877
Fair market value of assets
$28,347,055
Qualifying distributions
$3,986,342
Net investment income
$2,826,518

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.

NameTitleHours / weekCompensation
Michael Pollock
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir40$92,500
Danna Bailey
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
David Brock
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Thomas H Hopper
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Pres1$0
Bryan Patten
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Keith Sanford
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Lee Towery
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
Michael Pollock
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir40$92,500
Danna Bailey
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
David Brock
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Thomas H Hopper
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Pres1$0
Bryan Patten
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Keith Sanford
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Lee Towery
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec1$0

Address and contacts

Address (IRS master file)
C/O FOUNDATION SOURCE TAX LEGAL OPR, LAKE SUCCESS, NY 11042-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Thomas Hopper, President
Phone
(800) 839-1754
Return prepared by
Foundation Source

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-2115462
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$19,497,877
Income (IRS master file)
$11,087,027

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,718,991$4,139,964$19,497,877IRS
990-PFDecember 2023$6,880,413$3,127,742$20,918,850XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 83-2115462).

Questions about ROBERT F STONE FOUNDATION

What is the EIN of ROBERT F STONE FOUNDATION?
The employer identification number (EIN) of ROBERT F STONE FOUNDATION is 83-2115462.
Is ROBERT F STONE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to ROBERT F STONE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT F STONE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT F STONE FOUNDATION 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 ROBERT F STONE FOUNDATION 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 ROBERT F STONE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $92,500 (Michael Pollock, Dir).
How much revenue does ROBERT F STONE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,718,991, expenses of $4,139,964 and total assets of $19,497,877 at year end.

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