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← JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC

Form 990 for tax year 2022

Filed by JAMES M AND CATHLEEN D STONE FAMILY FOUNDATION INC.

Totals

Total revenue
$1,695,190
Total expenses
$5,103,045
Contributions and grants received
$610,000
Grants paid
$4,848,000
Program service revenue
$0
Investment income
$1,085,190
Other revenue
$0
Total assets, end of year
$4,273,486
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,273,486
Program services expenses (Part IX)
$4,965,563
Management and general expenses
$137,482
Fundraising expenses
$0
Program service expenses (Part III)
$4,965,563

Program services were 97.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • M LEE PELTON

    CLERK & TRUSTEE

    Total calculated
    $813,517
    From this org
    $0
    From related orgs
    $746,956
    Other
    $66,561
    Hours/week
    1.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $732,327 related
    Bonus
    $0
    Other
    $0 + $14,629 related
    Deferred
    $0 + $38,800 related
    Nontaxable benefits
    $0 + $27,761 related
    Filer's total
    $0 + $813,517 related

  • JENNIFER PACHUS

    TRUSTEE

    Total calculated
    $406,092
    From this org
    $0
    From related orgs
    $379,456
    Other
    $26,636
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,456 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,600 related
    Nontaxable benefits
    $0 + $24,036 related
    Filer's total
    $0 + $406,092 related

  • CATHLEEN D STONE

    PRESIDENT & TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES M STONE

    CHAIR & TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES N BAILEY

    TREASURER & TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN KINZER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN MONTGOMERY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
M. LEE PELTON PARTICIPATED IN A SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN (SERP). THE TOLAL NON-TAXABLE SERP CONTRIBUTIONS FOR MR. PELTON FOR CALENDAR YEAR 2022 IS $20,500.
SCHEDULE J, PART II
NO OFFICER OR TRUSTEE OF THE JAMES M. AND CATHLEEN D. STONE FAMILY FOUNDATION, INC. IS COMPENSATED BY THE JAMES M. AND CATHLEEN D. STONE FAMILY FOUNDATION, INC. SEE SCHEDULE O. NOTE THAT THE COMPENSATION REPORTED FOR LEE PELTON AND JENNIFER PACHUS WAS PAID BY THEIR RESPECTIVE EMPLOYERS FOR SERVICES PROVIDED TO THEIR EMPLOYERS, WHICH WERE SUPPORTED ORGANIZATIONS OF THE JAMES M. AND CATHLEEN D. STONE FAMILY FOUNDATION, INC. THE COMPENSATION REPORTED FOR JENNIFER PACHUS REPRESENTS HER W-2 COMPENSATION FROM HARVARD UNIVERSITY. DUE TO THE UNAVAILABILITY OF ADDITIONAL COMPENSATION INFORMATION FROM HARVARD UNIVERSITY, THE JAMES M. AND CATHLEEN D. STONE FAMILY FOUNDATION, INC. IS NOT REPORTING ANY ADDITIONAL DEFERRED OR NON-TAXABLE COMPENSATION FOR CALENDAR YEAR 2022.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202431319349302803

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