Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
Thomas & Katharine Stoner Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)410 Severn Avenue   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Annapolis, MD21403
A Employer identification number

42-1263576
B Telephone number (see instructions)

(410) 268-1376
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,569,769J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 19,621 19,621 19,621
4 Dividends and interest from securities...... 44,272 44,272 44,272
5a Gross rents.............. 29,051 29,051 29,051
b Net rental income or (loss) 29,051
6a Net gain or (loss) from sale of assets not on line 10 843,422
b Gross sales price for all assets on line 6a 8,197,441
7 Capital gain net income (from Part IV, line 2)... 843,422
8 Net short-term capital gain......... 13,570
9 Income modifications...........  
10a Gross sales less returns and allowances 1,185
b Less: Cost of goods sold.... 6,265
c Gross profit or (loss) (attach schedule)..... Click to see attachment -5,080 -5,080
11 Other income (attach schedule)....... Click to see attachment 13,617 13,617  
12 Total. Add lines 1 through 11........ 944,903 949,983 101,434
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,576     79,546
14 Other employee salaries and wages...... 133,244     120,444
15 Pension plans, employee benefits....... 4,446     3,964
16a Legal fees (attach schedule)......... Click to see attachment 2,596     2,596
b Accounting fees (attach schedule)....... Click to see attachment 7,970      
c Other professional fees (attach schedule).... Click to see attachment 155,170 58,596   96,574
17 Interest............... 30 30    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 39,299 552   15,266
19 Depreciation (attach schedule) and depletion... Click to see attachment 10,906    
20 Occupancy.............. 51,251     38,438
21 Travel, conferences, and meetings....... 87,046     87,046
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 182,867 2,623   153,683
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 807,401 61,801   597,557
25 Contributions, gifts, grants paid........ 1,463,435 1,463,435
26 Total expenses and disbursements. Add lines 24 and 25 2,270,836 61,801   2,060,992
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,325,933
b Net investment income (if negative, enter -0-) 888,182
c Adjusted net income (if negative, enter -0-)... 101,434
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 40,763 43,325 43,325
2 Savings and temporary cash investments.......... 385,842 559,927 559,927
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 12,472 10,931 10,931
10a Investments—U.S. and state government obligations (attach schedule) 1,207,392 Click to see attachment1,652,911 1,650,334
b Investments—corporate stock (attach schedule)........ 1,014,855 Click to see attachment794,067 810,666
c Investments—corporate bonds (attach schedule)........ 1,091,969 Click to see attachment1,091,990 1,092,588
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,019,465 Click to see attachment2,421,500 3,038,381
14 Land, buildings, and equipment: basis bullet439,598
Less: accumulated depreciation (attach schedule) bullet186,248 264,256 Click to see attachment253,350 253,350
15 Other assets (describe bullet) Click to see attachment113,633 Click to see attachment110,267 Click to see attachment110,267
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,150,647 6,938,268 7,569,769
Liabilities 17 Accounts payable and accrued expenses.......... 6,616  
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 6,616 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 8,144,031 6,938,268
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 8,144,031 6,938,268
31 Total liabilities and net assets/fund balances (see instructions).. 8,150,647 6,938,268
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 8,144,031
2 Enter amount from Part I, line 27a..................... 2 -1,325,933
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 122,240
4 Add lines 1, 2, and 3.......................... 4 6,940,338
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,070
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,938,268
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 843,422
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 13,570
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,532,266 8,765,043 0.17482
2012 1,298,515 9,037,584 0.14368
2011 1,010,214 9,797,929 0.10311
2010 1,267,693 10,337,884 0.12263
2009 852,811 9,911,619 0.08604
2 Total of line 1, column (d) ...................... 2 0.63027
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.12605
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 8,365,940
5 Multiply line 4 by line 3....................... 5 1,054,560
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,882
7 Add lines 5 and 6......................... 7 1,063,442
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,060,992
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 8,882
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,882
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,882
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 14,332
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,332
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,450
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet5,450 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIA, MD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBrown Investment Advisory & Tr Telephone no.bullet (410) 537-5400
    Located atbullet901 So Bond St Suite 400BaltimoreMD ZIP+4bullet212313340
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Thomas H Stoner President
    10.00     		0    
    3065 Rundelac Rd
    Annapolis,MD21403
    Katharine E Stoner Vice President
    10.00     		0    
    3065 Rundelac Rd
    Annapolis,MD21403
    Mary F Wyatt Secretary
    40.00     		128,820 3,756  
    21 Wainwright Avenue
    Annapolis,MD21403
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Christine Tanabe Administrative
    40.00     		59,538 2,410  
    122 Duke of Gloucester
    Annapolis,MD21401
    Gretchen Warwick Administrative
    40.00     		72,813 2,036  
    926 Windsor Avenue
    Annapolis,MD21403
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Elizabeth Housley Strategic Planning 36,616
    5758 28th Ave NE
    Seattle,WA98105
    Kathleen Wolf Research & Design 43,069
    PO Box 11334
    Bainbridge Island,WA98110
    Home Front Communications Create website 109,966
    1121 14th St NW 5
    Washington,DC20005
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,306,005
    b
    Average of monthly cash balances.......................
    1b
    747,737
    c
    Fair market value of all other assets (see instructions)................
    1c
    439,598
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,493,340
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,493,340
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    127,400
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,365,940
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    418,297
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    418,297
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,882
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,882
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    409,415
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    409,415
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    409,415
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,060,992
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,060,992
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    8,882
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,052,110
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 409,415
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 359,274
    b From 2010....... 759,331
    c From 2011....... 534,370
    d From 2012....... 868,692
    e From 2013....... 1,110,348
    fTotal of lines 3a through e......... 3,632,015
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,060,992
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 409,415
    e Remaining amount distributed out of corpus 1,651,577
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,283,592
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		359,274
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,924,318
    10 Analysis of line 9:
    a Excess from 2010.... 759,331
    b Excess from 2011.... 534,370
    c Excess from 2012.... 868,692
    d Excess from 2013.... 1,110,348
    e Excess from 2014.... 1,651,577
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Thomas H Stoner
    Katharine E Stoner
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Mary Wyatt
    410 Severn Avenue 216
    Annapolis,MD21403
    (410) 268-1376
    mwyatt@naturesacred.org
    bThe form in which applications should be submitted and information and materials they should include:
    ABAG Common Grant Application Form
    cAny submission deadlines:
    October 1st
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Only 501(c)3 organizations
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Parks People's Foundation
    2100 Liberty Heights Ave
    Baltimore,MD21217     		None 501(c)(3) 2014 Community Greening 30,000
    League for People w Disabilit
    1111 E Cold Spring Lane
    Baltimore,MD21239     		None 501(c)(3) Programming support for a pilot vocational horticulture program 40,000
    Unity Gardens
    PO Box 6310
    Annapolis,MD21401     		None 501(c)(3) 2014 Community greening 30,000
    Cheasapeake Bay Foundation
    6 Herndon Avenue
    Annapolis,MD21403     		None 501(c)(3) Bench Grant 2,020
    The Groundwork San Diego - Chollas
    5106 Federal Blvd 203
    San Diego,CA92105     		None 501(c)(3) Challenge Grant 50,000
    The Institute for Integrative Healt
    1407 Fleet Street Suite 300
    Baltimore,MD21231     		None 501(c)(3) Grant - The Green Road 285,704
    Drury University
    900 N Benton Ave
    Springfield,MO65802     		None 501(c)(3) Community resilience & support recovery 119,066
    Emanuel Medical Center Foundation
    PO Box 4484
    Portland,OR97208     		None 501(c)(3) Quantifying benefits of a hospital garden 214,248
    University of South Carolina
    1600 Hampton St
    Columbia,SC29208     		None 501(c)(3) Research on urban greenspaces 81,046
    Brooklyn Greenway Initiative
    153 Columbia St
    Brooklyn,NY11231     		None 501(c)(3) Naval Cemetery 576,488
    University of Illinois Urbana- Cham
    1101 West Peabody
    Urbana,IL61801     		None 501(c)(3) A Green Space a Day Project 1,149
    Frameworks Institute
    1333 H St NW 700
    Washington,DC20005     		None 501(c)(3) Study on Urban Nature opportunities 28,000
    Landscape Architecture Foundation
    1129 20th St NW 202
    Washington,DC20036     		None   General mission 5,714
    Total .................................bullet 3a 1,463,435
    bApproved for future payment
    Drury University
    900 N Benton Ave
    Springfield,MO65802     		None 501(c)(3) Community Resilience & Support Recovery 363,997
    Emanuel Medical Center Foundation
    PO Box 4484
    Portland,OR97208     		None 501(c)(3) Hospital Garden,research population of cardiac & birthing mothers 269,308
    The Institute for Integrative Healt
    1407 Fleet Street Suite 300
    Baltimore,MD21231     		None 501(c)(3) Healing power of nature for Wounded Warriors 638,091
    University of Illinois Urbana- Cham
    1101 West Peabody
    Urbana,IL61801     		None 501(c)(3) A Green Space a Day Project 490,995
    Brooklyn Greenway Initiative
    153 Columbia St
    Brooklyn,NY11231     		None 501(c)(3) Naval Cemetery 256,230
    University of Chigaco
    920 E 55th ST
    Chicago,IL60615     		None 501(c)(3) Research design elements of urban green spaces 532,903
    Total .................................bullet 3b 2,551,524
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		        19,621
    4 Dividends and interest from securities....         44,272
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......         29,051
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        843,422
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory.. 511130 -5,080      
    11 Other revenue: aCOD Income         36
    bK- 1's Royalty         61
    cK-1 Form 4797 Ord Inc          
    dK-1 Section 1256 Gain         127
    eK-1's Ord Income         10,593
    fK-1's other income         2,800
    12 Subtotal. Add columns (b), (d), and (e).. -5,080   949,983
    13Total. Add line 12, columns (b), (d), and (e)..................
    13944,903
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kupstas & Kupstas 7,970 0 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Office Construction 2005-03-17 256,257 57,496 SL 39.0000 6,571      
    Office Design 2005-01-04 17,850 4,122 SL 39.0000 458      
    Murals, Prints & Fountain 2005-01-27 10,783 2,461 SL 39.0000 276      
    Wallcoverings 2004-10-12 2,167 518 SL 39.0000 56      
    Door Alarm System 2004-11-15 2,777 1,696 SL 15.0000 185      
    Office Improvements 2005-04-04 21,971 4,927 SL 39.0000 563      
    Art Design 2005-05-11 2,083 460 SL 39.0000 53      
    Office Construction 2005-06-30 22,164 4,828 SL 39.0000 568      
    Artwork on walls 2007-07-19 450 411 SL 7.0000 39      
    Professional Camera 2009-05-06 850 793 SL 5.0000 57      
    Television 2010-04-09 360 270 SL 5.0000 72      
    Dell Laptop 2010-11-17 843 521 SL 5.0000 169      
    Printer/Copy/Fax (3) 2010-11-10 1,524 966 SL 5.0000 305      
    Television 2011-01-15 1,078 648 SL 5.0000 216      
    Desktop Computers 2011-05-27 2,732 1,411 SL 5.0000 546      
    Software 2011-06-30 142 118 SL 3.0000 24      
    Network Server 2011-07-12 3,740 1,870 SL 5.0000 748      

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Vanguard Intermed Term C 101,533 103,750
    Energy Transfer Partners5.95% 2/1/2015 35,152 35,115
    John Deere Cap .875% 4/17/2015 35,051 35,044
    Regency Centers LP 5.25% 8/01/2015 41,054 40,990
    Transatlantic Hldgs 3.75% 12/14/2015 31,394 31,104
    Caterpillar Financial SE 2/28/2016 35,060 35,038
    Wells Fargo Co Var 7/20/2016 45,181 45,139
    Realty Inc Corp 5.95% 9/15/.2016 32,485 32,351
    Fmc Tech Inc 2.0% 10/01/2017 29,775 29,785
    Citigroup Inc Var 5/15/2018 41,277 41,321
    Merck Co Inc 55,182 55,093
    Prudential Financial Inc 30,264 30,181
    Verizon Comm Var 9/14/2018 41,766 41,610
    Bank of America Corp 1/ 15/2019 45,518 45,639
    Morgan Stanley Var 1/24/2019 45,367 45,089
    Jp Morgan Chase Co Var 1/28/2019 45,044 45,000
    US Bancorp Var 4/25/2019 40,053 40,000
    American Express Credit var 8/15/2019 35,109 34,746
    Lowes Co Inc Var 9/10/2019 45,052 45,081
    Bank of NY mellon Var 9/11/2019 55,058 54,921
    Proctor Gamble Co Var 11/01/2019 30,000 30,085
    Bb T Corporation 45,050 44,987
    Bank of Montreal Var 4/09/2018 50,277 50,210
    Royal Bank of Canada Var 3/15/2019 45,166 45,333
    Toronto Dominion Bank Var 7/02/2019 55,122 54,976

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    210 Occidental Petro Corp 15,618 16,928
    570 Onebeacon Ins Grp 8,818 9,234
    690 Public Storage 5.9 prfd stk 17,299 17,443
    330 Public Storage 6.875% prfd stk 8,446 8,577
    250 Philip Morris Intl 21,247 20,363
    430 Plum Creek Timber Co 17,879 18,400
    85 Praxair Inc 10,584 11,013
    105 T Rowe Price 8,667 9,015
    90 Time Warner Cable Inc 13,162 13,685
    180 United Technologies Corp 20,232 20,700
    300 V F Corp 21,951 22,470
    515 Healthcare Serv Grp 15,240 15,929
    195 Johnson & Johnson 20,551 20,391
    855 Kinder Morgan 33,653 36,175
    190 Kraft Foods Inc 11,322 11,905
    150 M&T Bank 18,386 18,843
    130 McDonalds Corp 11,830 12,181
    705 Altria Group Inc 35,194 34,735
    305 Automatic Data Processing 25,444 25,428
    270 Cincinnati Finl Corp 13,829 13,994
    295 Coca Cola 12,171 12,455
    190 Erie Indemnity Co 17,457 17,246
    510 Gamestop Corp 16,840 17,238
    235 Paccar Inc 16,079 15,982
    200 Accenture Plc 16,524 17,862
    280 Novartis Ag 26,382 25,945
    140 Total SA Adr 7,109 7,168
    530 Unilever N V 20,983 20,691
    300 Abbvie Inc 19,629 19,632
    155 Apple Inc 17,113 17,109
    510 Best Buy Co Inc 18,758 19,880
    330 JP Morgan Chase 19,922 20,651
    300 Merck and Co Inc 17,550 17,037
    655 Microsoft Corp 30,968 30,425
    840 Plains Group Holdings LP 19,500 21,571
    275 Qualcom Inc 19,638 20,441
    710 Redwood Trust 13,893 13,987
    290 Wp Carey Inc 20,198 20,329
    390 Garman Ltd 20,537 20,604
    305 Rogers Communication Inc 11,700 11,852
    225 Target Corp 16,421 17,080
    290 Wells Fargo 15,634 15,898
    90 Copa Holdings 8,592 9,328
    335 Ensco Plc 9,296 10,033
    245 Nielsen Nv 10,545 10,959
    380 Teva Phar Inds Ltd 21,276 21,854

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    US Government Securities - End of Year Book Value:

    1,082,811
    US Government Securities - End of Year Fair Market Value:

    1,083,011
    State & Local Government Securities - End of Year Book Value:


    570,100
    State & Local Government Securities - End of Year Fair Market Value:


    567,323


    TY 2014 InvestmentsOtherSchedule2
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FHLMC Mtg Part 1.25% 11/15/2033 AT COST 78,863 78,451
    BIA Venture Investors - JMI IV AT COST   8,595
    BIA Investors - Trident Capital AT COST 13,407 56,541
    BIA Venture Partners - Baker Comm AT COST 19,239 27,148
    BIA Venture Partners - Intersouth AT COST 6,656 9,322
    BIA Investors Lp Accel VIII AT COST 5,621 15,685
    Brownia Inv - Charlesbank AT COST   10,567
    Brown IA Robinson Crossing AT COST 83,942 223,577
    Brenton Communities Fund VI Mel Ray LLC AT COST 50,000 50,000
    Elevation Partners AT COST 6,587 5,800
    Silver Lake Partners II AT COST 7,148 76,664
    Symphony Capital Venture Partners AT COST 92,469 51,298
    1.0 Stone Arch Capital AT COST 135,696 135,696
    Northstar Mezzanine Partners IV AT COST 173,858 173,858
    Hlm Venture Partners AT COST 60,220 60,972
    Brown Advisory Venture Growth Prtrs 2006 AT COST 55,865 74,247
    Brenton Communities Fd VII Country Lv AT COST 50,000 50,000
    Brenton Communities Fd VIII Blair AT COST 100,000 100,000
    Brenton Communities Fd IX Slater AT COST 100,000 100,000
    Point 406 Ventures I Lp AT COST 72,667 111,437
    Phillips Edison Strat Inv Fd LLC AT COST 5,566 6,135
    Five Corners Partners LP AT COST 200,000 420,773
    Fsp 303 East Wacker Drive Corp AT COST 150,000 150,000
    Bain Capital X AT COST 66,551 74,793
    Brenton Finance LLC AT COST 120,000 120,000
    Golub Capital Mezzanine Partners AT COST 47,427 57,436
    Brenton Communities Fd II Boone, La, LLC AT COST 100,000 100,000
    9871 Fpa Crescent Portfolio AT COST 282,257 333,051
    Neuberger Berman Long Sh Ins AT COST 302,461 321,335
    Susa Ventures, LP AT COST 35,000 35,000

    TY 2014 LandEtcSchedule2
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Auto./Transportation Equip. 8,998 8,998    
    Furniture and Fixtures 44,647 44,647    
    Machinery and Equipment 48,615 46,079 2,536 2,536
    Improvements 337,338 86,524 250,814 250,814


    TY 2014 LegalFeesSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Harrison Weatherall 2,596 0 0 2,596


    TY 2014 OtherAssetsSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Net Intangible Assets 113,633 110,267 110,267


    TY 2014 OtherDecreasesSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Auto Expenses 1,032     516
    Bench Expenses 4,485     4,485
    Board Meetings 14,257      
    Dues & Subscriptions 2,712     2,712
    Entertainment 234      
    Health Plan 17,373     12,856
    Indirect Grant Expenses 646     646
    Insurance 4,334     2,990
    K-1 Partnership Other Expenses 2,623 2,623    
    Marketing Support 2,282     2,282
    Media MarketingExpense 109,966     109,966
    Office expenses 6,212     4,659
    Office Maintenance 9,850     7,388
    Postage & Freight 428     321
    Telephone 3,415     2,562
    TKF Library 144     144
    Utilities 2,874     2,156


    TY 2014 OtherIncomeSchedule2
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    COD Income 36 36  
    K- 1's Royalty 61 61  
    K-1 Section 1256 Gain 127 127  
    K-1's Ord Income 10,593 10,593  
    K-1's other income 2,800 2,800  


    TY 2014 OtherIncreasesSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Description Amount
       
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting fees projects 96,574 0 0 96,574
    Investment Fees 58,596 58,596 0 0


    TY 2014 SalesOfInventoryList 
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    Book Sales 1,185 6,265 -5,080

    TY 2014 TaxesSchedule
    Name:
    Thomas & Katharine Stoner Foundation
    EIN: 42-1263576
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 20,087     15,266
    Taxes - Foreign 552 552    
    Taxes - Income 17,044      
    Taxes - Other 1,616