Nonprofit · EIN 84-1549096
STONE FAMILY FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,844,290 | $3,186,055 | $3,658,235 | $55,519,132 | $0 | $55,519,132 |
| December 31, 2024 | 990-PF | $3,225,631 | $2,553,474 | $672,157 | $51,860,897 | $0 | $51,860,897 |
| December 31, 2023 | 990-PF | -$499,751 | $2,563,766 | -$3,063,517 | $51,188,740 | $0 | $51,188,740 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,192,059
- Interest
- $146
- Net gain from sales of assets
- $5,652,085
Expenses
- Grants and similar amounts paid
- $2,910,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,018,102
- Excise tax on investment income
- $95,136
Balance sheet and other
- Total assets, start of year
- $51,860,897
- Total assets, end of year
- $55,519,132
- Total liabilities, end of year
- $0
- Net assets, end of year
- $55,519,132
- Fair market value of assets
- $69,808,106
- Qualifying distributions
- $3,018,102
- Net investment income
- $6,844,290
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 |
|---|---|---|---|
| ROBERT R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | PRESIDENT | 3 | $0 |
| DORIAN R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 0 | $0 |
| ADRIENNE M STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 2 | $0 |
| ADAM R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 0 | $0 |
| IRENE S STONE P O BOX 30304, SANTA BARBARA, CA 93130 | SEC/TREAS | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | PRESIDENT | 3 | $0 |
| DORIAN R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 0 | $0 |
| ADRIENNE M STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 2 | $0 |
| ADAM R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 0 | $0 |
| IRENE S STONE P O BOX 30304, SANTA BARBARA, CA 93130 | SEC/TREAS | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIENNE M STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 2 | $5,625 |
| ROBERT R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | PRESIDENT | 3 | $0 |
| DORIAN R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 0 | $0 |
| ADAM R STONE P O BOX 30304, SANTA BARBARA, CA 93130 | V/PRES | 0 | $0 |
| IRENE S STONE P O BOX 30304, SANTA BARBARA, CA 93130 | SEC/TREAS | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 30304, SANTA BARBARA, CA 93130-0304
- In care of
- % ROBERT R STONE
- Signed the 990-PF
- ROBERT STONE, PRESIDENT
- Phone
- (805) 962-7496
- Return prepared by
- ROBERT M RENAUD & ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 84-1549096 or by the name STONE FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 84-1549096
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $55,519,132
- Income (IRS master file)
- $33,963,484
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,844,290 | $3,186,055 | $55,519,132 | IRS |
| 990-PF | December 2024 | $3,225,631 | $2,553,474 | $51,860,897 | IRS |
| 990-PF | December 2023 | -$499,751 | $2,563,766 | $51,188,740 | 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 84-1549096).
Questions about STONE FAMILY FOUNDATION
- What is the EIN of STONE FAMILY FOUNDATION?
- The employer identification number (EIN) of STONE FAMILY FOUNDATION is 84-1549096.
- Is STONE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to STONE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STONE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STONE FAMILY FOUNDATION 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 FAMILY FOUNDATION 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 FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does STONE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,844,290, expenses of $3,186,055 and total assets of $55,519,132 at year end.
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