Civic Intelligence

Stone Family Foundation

EIN 74-2990932 • Westlake, TX

1836 Broken Bend DrWestlake, TX 76262
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-2178%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-85%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $1,782,100 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $1,782,100 (-100%) from 2023

Revenue

Down

$81,819

Down $456,087 (-85%) from 2023

Expenses

Up

$1,863,919

Up $1,741,823 (+1427%) from 2023

Net Income

Down

-$1,782,100

Down $2,197,910 (-529%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,215,240Liabilities 2011: $02011Assets 2012: $1,483,952Liabilities 2012: $02012Assets 2013: $1,460,865Liabilities 2013: $02013Assets 2014: $1,482,120Liabilities 2014: $02014Assets 2015: $1,460,781Liabilities 2015: $0Net Assets 2015: $1,460,7812015Assets 2016: $1,377,965Liabilities 2016: $676Net Assets 2016: $1,377,2892016Assets 2017: $1,380,327Liabilities 2017: $0Net Assets 2017: $1,380,3272017Assets 2018: $1,308,287Liabilities 2018: $0Net Assets 2018: $1,308,2872018Assets 2019: $1,282,432Liabilities 2019: $20,000Net Assets 2019: $1,262,4322019Assets 2020: $1,301,237Liabilities 2020: $20,000Net Assets 2020: $1,281,2372020Assets 2021: $1,257,944Liabilities 2021: $20,000Net Assets 2021: $1,237,9442021Assets 2022: $1,366,703Liabilities 2022: $0Net Assets 2022: $1,366,7032022Assets 2023: $1,782,100Liabilities 2023: $0Net Assets 2023: $1,782,1002023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $852,980Expenses 2011: $59,437Net Income 2011: $793,5432011Revenue 2012: $353,947Expenses 2012: $61,545Net Income 2012: $292,4022012Revenue 2013: $56,930Expenses 2013: $80,017Net Income 2013: -$23,0872013Revenue 2014: $91,618Expenses 2014: $65,615Net Income 2014: $26,0032014Revenue 2015: $54,374Expenses 2015: $75,717Net Income 2015: -$21,3432015Revenue 2016: -$31,626Expenses 2016: $51,866Net Income 2016: -$83,4922016Revenue 2017: $40,615Expenses 2017: $37,577Net Income 2017: $3,0382017Revenue 2018: $11,089Expenses 2018: $81,048Net Income 2018: -$69,9592018Revenue 2019: $41,581Expenses 2019: $87,322Net Income 2019: -$45,7412019Revenue 2020: $96,154Expenses 2020: $77,106Net Income 2020: $19,0482020Revenue 2021: $55,320Expenses 2021: $94,337Net Income 2021: -$39,0172021Revenue 2022: $252,207Expenses 2022: $123,448Net Income 2022: $128,7592022Revenue 2023: $537,906Expenses 2023: $122,096Net Income 2023: $415,8102023Revenue 2024: $81,819Expenses 2024: $1,863,919Net Income 2024: -$1,782,1002024

Highlighted filing

2024

Revenue$81,819
Expenses$1,863,919
Net Income-$1,782,100

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$1.86$1.78
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.54$0.12$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.25$0.12$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.02$1.24$0.06$0.09$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.02$1.28$0.10$0.08$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.02$1.26$0.04$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.01$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.03$0.05$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.08$0.02
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$0.09$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.48$0.00$0.35$0.06$0.29
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$0.85$0.06$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN L STONEDirector-$0--
DIANNE M STONEDirector, VP, S-$0--
PAUL D STONEDirector, P-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHWAB DONOR ADVISED FUNDSUSTAININGPUBLICOMAHA, NE, US$1,838,954
Paid GrantTHE MIRACLE FOUNDATIONSUSTAININGPUBLICAUSTIN, TX, US$15,000
Filing and Contact Details

Filer

Filer Name
Stone Family Foundation
EIN
74-2990932
Phone
9722391660
Address
1836 BROKEN BEND DR, WESTLAKE, TX 76262

Signing Officer

Name
Paul Stone
Title
Director
Phone
9722391660
Signed
2025-05-08

Preparer

Firm
Turner Stone & Company
Address
12700 PARK CENTRAL DR SUITE 1400, DALLAS, TX 75251
Preparer
Todd Estes CPA
Phone
9722391660
Raw XML Appendix312 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AppliedToPriorYearElection/ElectionDesc0STONE FAMILY FOUNDATION, A PRIVATE FOUNDATION WHICH USES THE CALENDAR AS THE TAXABLE YEAR, HAS UNDISTRIBUTED INCOME OF $77,117 FOR 2022. IN 2023, STONE FAMILY FOUNDATION HAD QUALIFYING DISTRIBUTIONS OF $100,000. THE STONE FAMILY FOUNDATION IS DECLARING ITS ELECTION UNDER TRES. REG. 53.4942(A)-3(D) AND THE QUALIFYING DISTRIBUTION OF $100,000 IS TREATED AS: (I) APPLIED FIRST OUT OF THE UNDISTRIBUTED INCOME OF $77,117 FROM THE PREVIOUS YEAR AS PRESCRIBED UNDER SUBPARAGRAPH 1(I) OF THIS PARAGRAPH; AND (II) $22,883 IS APPLIED TO THE TAXABLE YEAR 2023 DISTRIBUTABLE AMOUNT AS PRESCRIBED UNDER SUBPARAGRAPH 1(II) OF THIS PARAGRAPH.
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt03402695
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0VARIOUS SECURITIES DETAIL PROVIDED IN THE ATTACHED TERMINATION STATEMENT.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt09800 SCHWAB WAY
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0LONE TREE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN L STONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAUL D STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VP, S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, P
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1924
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TURNER STONE COMPANY LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075251
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09722391660
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PAUL D STONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11838954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUSTAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUSTAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MIRACLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHWAB DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01506 WEST SIXTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 2430
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OMAHA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01853954
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04452
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt081107
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01768395
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01768395
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01853954
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01768395
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01768395
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt081107
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PADM FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0918
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THE STONE FAMILY FOUNDATION IS BEING TERMINATED AS OF DECEMBER 31, 2024 UNDER THE 507(B)(1)(A). ALL ASSETS HAVE BEEN TRANSFERRED TO A SCHWAB CHARITABLE DONOR ADVISED FUND ON NOVEMBER 29, 2024. ATTACHED IS THE END OF YEAR STATEMENT SHOWING THE VARIOUS SECURITIES CONTRIBUTED TO THE FUND. THER WERE NO OTHER RECIPIENTS FOR THE ASSETS UPON LIQUIDATION.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08145
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0657
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09722391660
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0742990932
ReturnHeader/Filer/PhoneNum09722391660
ReturnHeader/Filer/USAddress/AddressLine1Txt01836 BROKEN BEND DR
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076262
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752608885
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER STONE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 PARK CENTRAL DR SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075251
ReturnHeader/PreparerPersonGrp/PhoneNum09722391660
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD ESTES CPA
ReturnHeader/ReturnTs02025-05-08T16:42:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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