Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
The Ruth & J O Stone Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

82-3471315
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$47,645,957J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 0
2 Check .................
3 Interest on savings and temporary cash investments 30,690 30,690  
4 Dividends and interest from securities... 1,325,140 1,325,140  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,413,949
b Gross sales price for all assets on line 6a 24,425,650
7 Capital gain net income (from Part IV, line 2)... 2,400,196
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,769,779 3,756,026  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
324,302 324,302    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,624 9,024    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
67,443 2,691   64,752
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 436,369 336,017   64,752
25 Contributions, gifts, grants paid....... 4,931,000 4,931,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 5,367,369 336,017   4,995,752
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,597,590
b Net investment income (if negative, enter -0-) 3,420,009
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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.............      
2 Savings and temporary cash investments......... 2,111,483 1,602,968 1,602,968
3 Accounts receivable 127,458
Less: allowance for doubtful accounts   127,458 127,458 127,458
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,601,333 Click to see attachment
List of Attached Documents:
// Content
4,939,512 		4,759,192
b Investments—corporate stock (attach schedule)....... 33,653,748 Click to see attachment
List of Attached Documents:
// Content
34,456,398 		41,156,339
c Investments—corporate bonds (attach schedule)....... 2,229,904    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,723,926 41,126,336 47,645,957
Liabilities 17 Accounts payable and accrued expenses..........    
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 42,723,926 41,126,336
29 Total net assets or fund balances (see instructions)..... 42,723,926 41,126,336
30 Total liabilities and net assets/fund balances (see instructions). 42,723,926 41,126,336
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
42,723,926
2
Enter amount from Part I, line 27a .....................
2
-1,597,590
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
41,126,336
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
41,126,336
Form 990-PF (2025)
Form 990-PF (2025)
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.)
1 a Publicly-traded Securities      
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 24,425,650   22,025,454 2,400,196
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       2,400,196
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 2,400,196
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  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 47,538
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 47,538
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 47,538
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 42,455
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 42,455
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 5,083
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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 the instructions
for the 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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
Linda R Chamberlain Sec, Treas, Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
H Jason Hall Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Timothy K Mariani Dir, Pres
5.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
Wells Fargo Investment Mgmt 324,302
4030 W BOY SCOUT BLVD STE 150
TAMPA,FL33607
Foundation Source Administrative 64,727
55 Walls Drive STE 302
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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  
Part VIII-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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
43,959,086
b
Average of monthly cash balances.......................
1b
1,698,192
c
Fair market value of all other assets (see instructions)................
1c
127,458
d
Total (add lines 1a, 1b, and 1c).......................
1d
45,784,736
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
45,784,736
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
686,771
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,097,965
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,254,898
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,254,898
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
47,538
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
47,538
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,207,360
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,207,360
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,207,360
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
4,995,752
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,995,752
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,207,360
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 673,842
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 4,995,752
a Applied to 2024, but not more than line 2a 673,842
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 2,207,360
e Remaining amount distributed out of corpus 2,114,550
5 Excess distributions carryover applied to 2025.    
(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 2,114,550
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		2,114,550
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 2,114,550
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
NONE
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
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

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

14010 ROOSEVELT BLVD STE 709
CLEARWATER,FL33762 		N/A   Charitable Event 20,000

CHARITY WORKS INC

901 CHESTNUT ST STE E
CLEARWATER,FL33756 		N/A   Charitable Event 10,000

CHILDRENS HOME SOCIETY OF FLORIDA FOUNDATION INC

10401 POST OFC BLVD W FL 3 1147
ORLANDO,FL32862 		N/A   General & Unrestricted 5,000

CHURCH OF THE ASCENSION INC

701 ORANGE AVE
CLEARWATER,FL33756 		N/A   Charitable Event 20,000

CHURCH OF THE ASCENSION INC

701 ORANGE AVE
CLEARWATER,FL33756 		N/A   ShowerUp: Mobile Showers for the homeless and anyone in need 15,000

CLAY CENTER FOR THE ARTS & SCIENCES OF WEST VIRGIN

1 CLAY SQ
CHARLESTON,WV25301 		N/A   Charitable Event 25,000

CLAY CENTER FOR THE ARTS & SCIENCES OF WEST VIRGIN

1 CLAY SQ
CHARLESTON,WV25301 		N/A   Charitable Event 25,000

CLEARWATER FREE CLINIC INC

1218 COURT ST
CLEARWATER,FL33756 		N/A   Charitable Event 20,000

CLEARWATER FREE CLINIC INC

1218 COURT ST
CLEARWATER,FL33756 		N/A   To Fund improvements to the Wellness Center 2,000,000

CLEARWATER HISTORICAL SOCIETY INC

PO BOX 175
CLEARWATER,FL33757 		N/A   Charitable Event 5,000

COMMUNITY DENTAL CLINIC INC

1390 S MISSOURI AVE
CLEARWATER,FL33756 		N/A   Capital Campaign for the Ruth And J O Stone Dental Care & Education Center 20,000

COMMUNITY DENTAL CLINIC INC

1390 S MISSOURI AVE
CLEARWATER,FL33756 		N/A   Charitable Event 15,000

COMMUNITY FOUNDATION OF TAMPA BAY INC

4300 W CYPRESS ST STE 700
TAMPA,FL33607 		N/A   Love IV Lawrence Foundation 100,000

DUNEDIN FINE ARTS CULTURAL CENTER INC

1143 MICHIGAN BLVD
DUNEDIN,FL34698 		N/A   Charitable Event 20,000

FLORIDA ORCHESTRA INC

244 2ND AVE N STE 420
ST PETERSBURG,FL33701 		N/A   Guest Artist for TFO Gala 25,000

FLORIDA ORCHESTRA INC

244 2ND AVE N STE 420
ST PETERSBURG,FL33701 		N/A   Season Sponsor of Pre-Concert Conversations 50,000

FLORIDA WILDLIFE CORRIDOR FOUNDATION INC

2606 FAIRFIELD AVE S BLDG 7
ST PETERSBURG,FL33712 		N/A   Underwrite the 2025 exhibitions for the Wild Space Gallery located in the Foundation's headquarters 50,000

HOPE VILLAGES OF AMERICA INC

503 S MARTIN LUTHER KING JR AVE
CLEARWATER,FL33756 		N/A   For the Purchase of a Refrigerated Truck 50,000

MORTON PLANT MEASE HEALTH CARE FOUNDATION INC

2536 COUNTRYSIDE BLVD STE 600
CLEARWATER,FL33763 		N/A   General & Unrestricted 2,000,000

MT ZION UNITED METHODIST CHURCH INC

2751 SUNSET POINT RD
CLEARWATER,FL33759 		N/A   General & Unrestricted 10,000

RUTH ECKERD HALL INC

1111 N MCMULLEN BOOTH RD
CLEARWATER,FL33759 		N/A   Charitable Event 25,000

SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS T

9099 130TH AVE
LARGO,FL33773 		N/A   General & Unrestricted 5,000

SPECIAL OPERATIONS WARRIOR FOUNDATION

PO BOX 89367
TAMPA,FL33689 		N/A   Charitable Event 25,000

SPECIAL OPERATIONS WARRIOR FOUNDATION

PO BOX 89367
TAMPA,FL33689 		N/A   Charitable Event 20,000

THE ARC TAMPA BAY FOUNDATION INC

1501 N BELCHER RD STE 244
CLEARWATER,FL33765 		N/A   Charitable Event 20,000

THE ARC TAMPA BAY FOUNDATION INC

1501 N BELCHER RD STE 244
CLEARWATER,FL33765 		N/A   Charitable Event 20,000

THE SALVATION ARMY

1625 N BELCHER RD
CLEARWATER,FL33765 		N/A   Red Kettle Campaign 25,000

THE SALVATION ARMY

1625 N BELCHER RD
CLEARWATER,FL33765 		N/A   Red Kettle Campaign 100,000

TOWN OF BELLEAIR

901 PONCE DE LEON BLVD
BELLEAIR,FL33756 		N/A   Claw Truck Purchase 206,000
Total ................................. 3a 4,931,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 ........... 		    14 30,690  
4 Dividends and interest from securities ....     14 1,325,140  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
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 ............ 		    18 2,413,949  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,769,779  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,769,779
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2025 DepreciationSchedule
Name:
The Ruth & J O Stone Foundation
EIN:
82-3471315
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

TY 2025 InvestmentsCorpStockSchedule
Name:
The Ruth & J O Stone Foundation
EIN:
82-3471315
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 15,333 49,412
ABBOTT LABS 104,847 112,636
ABBVIE INC 21,700 33,360
ACCENTURE PLC 131,010 114,296
AFLAC INC 58,562 89,980
AIA GROUP LTD ADR 27,823 28,311
AIRBUS GROUP 40,069 49,695
ALLIANCEBERN HIGH INCOME ADVIS 4,082,709 4,059,992
ALLIANZ FIXED INCOME SHARES SE 2,489,071 2,338,678
ALLIANZ FIXED INCOMESHARES SER 2,517,176 2,336,501
ALLIANZ SE 15,336 21,436
ALPHABET INC CL A 150,805 271,058
AMADEUS IT HLDS SA 30,019 32,400
AMERICAN EXPRESS CO 106,022 120,604
AMERICAN TOWER REIT INC 57,019 38,801
AMGEN INC 86,048 125,032
ANALOG DEVICES INC 120,320 192,823
ANHEUSER BUSCH COS INC 9,221 9,094
APPLE INC 338,659 467,055
ASML HOLDING NV NY REG SHS 40,783 62,052
ASTRAZENECA PLC SP ADR 60,045 83,289
AT&T, INC 23,621 23,946
AUTOMATIC DATA PROCESSING INC 103,925 113,438
AXA ADS 8,418 13,485
BAE SYSTEMS PLC 21,924 27,214
BANCO BILBAO ARG SA 15,326 22,587
BANCO SANTANDER CEN 14,608 20,469
BANK OF AMERICA CORP 27,018 27,775
BARCLAYS PLC ADR 22,504 44,792
BARRICK MINING CORP 11,559 14,807
BEIGENE LTD 8,372 11,545
BLACKROCK INC 99,073 128,441
BRITISH AMERICAN TOBACCO PLC 12,032 15,571
BROADCOM INC 147,058 297,646
CANADIAN NATL RAILWAY CO 19,744 17,595
CARLISLE COS INC 43,190 29,747
CHEVRON CORP 116,519 123,452
CHUBB LIMITED 56,261 81,151
CHUGAI PHARMACEUTICAL CO., LTD 12,796 13,634
CISCO SYSTEMS INC 73,172 117,471
CME GROUP, INC 24,194 34,954
COMPUTERSHARE LTD ADR 8,038 7,507
CONSTELLATION ENERGY GROUP INC 71,237 96,796
COSTCO WHOLESALE CORPORATION 49,371 87,959
DAIICHI SANKYO CO LTD SPONSORE 20,923 15,888
DAIKIN INDS LTD ADR 11,185 9,524
DBS GROUP HLDGS SPON ADR 17,526 29,327
DEUTSCHE BANK AG 17,726 31,696
DEUTSCHE BOERSE ADR 28,473 33,388
DEUTSCHE POST AG 18,506 24,118
DEUTSCHE TELE AG ADS 18,173 26,520
DSV UNSP ADR EACH REPR 0.5 ORD 22,843 31,459
DUKE ENERGY CO 17,763 20,746
EATON CORP PLC 19,220 17,518
ELI LILLY & CO 107,801 142,932
EMERSON ELECTRIC CO 60,784 84,941
ENGIE 17,369 27,899
EOG RESOURCES INC 29,585 27,198
EPIROC AB 25,859 29,714
ESSILOR INTL ADR 26,346 40,872
EVOLUTION GAMING GROUP AB ADR 12,053 9,646
FEDERATED INSTI HIGH YIELD BD 1,812,979 1,803,122
FERRARI NV 8,050 7,022
FUJITSU LTD ADR OTC 11,120 17,593
GEN DYNAMICS CP 63,670 87,195
GENERAL ELECTRIC CO 51,760 94,565
GOLDMAN SACHS GROUP 15,236 36,039
GRAINGER W W INC 45,549 82,742
GROUPE DANONE ADS 10,942 14,558
HALMA PLC ADR 18,595 23,477
HEIDELBERG MATERIALS AG ADR 9,421 10,371
HITACHI LTD 33,130 49,483
HONG KONG EX&CL UNSP/ADR 23,880 29,187
HOYA CORP SPONS ADR 6,170 7,583
IBERDROLA ADR 26,655 34,819
ILLINOIS TOOL WORKS 94,404 107,141
IMPERIAL BRANDS PL 19,900 26,046
INDUSTRIA DE DISENO 15,578 32,093
ING GROUP N V SPONSORED ADR 29,131 29,428
INT'L FLAVORS & FRAGRANCES INC 22,623 17,387
INTESA SANPAOLO SPA 17,587 18,974
INVESCO BALANCED-RISK COMMODIT 2,037,228 1,958,196
INVESCO QQQ TRUST 2,362,151 3,784,763
ISHARES MSCI USA QUALITY FACTO 664,770 935,302
ITOCHU CORP ADR OTC 15,211 20,864
JOHNSON & JOHNSON 135,781 173,217
JP MORGAN CHASE 130,430 270,020
KEURIG DR PEPPER INC 28,387 23,556
KEYENCE CORPORATION,FIRST SECT 20,329 16,920
KINGSPAN GROUP 8,327 8,637
KOMATSU LTD 8,461 7,493
KON KPN NV SPON ADR REP 1 ORD 12,189 14,890
L'AIR LIQUIDE ADR OTC 13,634 16,301
L'OREAL ADR 39,042 39,827
L3HARRIS TECHNOLOGIES 84,676 111,263
LINDE PLC COM 105,168 124,079
LOCKHEED MARTIN CORP 20,534 21,765
LONDON STK EXCHANGE GROUP 33,180 33,810
LOWES COMPANIES INC 157,377 179,423
LVMH MOET HENN UNSP 64,148 68,920
MARKET VECTORS - GOLD MINERS E 2,235,318 2,853,654
MARUBENI CORP ADR CNV INTO 10 12,368 16,269
MCDONALD'S CORP 81,050 94,134
MEDTRONIC PLC 15,129 17,003
MERCK & CO INC 24,172 24,631
META PLATFORMS INC 179,963 194,066
MICROSOFT CORP 318,773 457,505
MONDELEZ INTERNATIONAL INC 22,688 19,486
MTU AERO ENGINES 10,879 17,717
MUENCHENER RUECKVERS 17,065 20,154
NATWEST GROUP ADR REPRESENTING 18,690 32,953
NESTLE S.A 44,007 41,883
NEXTERA ENERGY, INC 135,467 142,497
NINTENDO CO LTD ADR UNSPON 21,725 18,546
NORDEA BANK ABP 12,211 19,290
NOVARTIS AG ADR 20,303 32,399
NOVO NORDISK A S 42,511 34,955
PAYCHEX 47,171 44,648
PEPSICO INC 101,976 87,691
PHILIP MORRIS INTL 9,187 15,238
PHILLIPS 66 83,415 101,942
PRINCIPAL REAL ESTATE FUND INS 1,364,911 1,311,120
PROCTER GAMBLE CO 82,254 80,684
PROLOGIS 51,163 61,149
QUALCOMM INC 36,070 40,539
RECRUIT HOLDINGS CO 15,353 18,450
RELX PLC 22,469 23,403
RHEINMETALL AG UNSPONSORD ADR 9,154 13,889
RIO TINTO PLC SPONSORED ADR 24,365 28,091
ROLLS ROYCE GRP PLC S/ADR 27,028 56,246
RPM INTERNATIONAL INC 12,145 14,872
RWE AKTIENGESELLSCHAF 28,946 34,278
RYANAIR HOLDINGS PLC-ADR COM 20,016 24,978
S&P GLOBAL INC COM 69,875 96,679
SAFRAN SA - UNSPON ADR 32,548 58,672
SALESFORCE.COM 21,830 21,988
SANOFI-AVENTIS SPONSORED ADR 14,631 13,763
SAP AKTIENGESELL ADS 42,818 66,800
SCHWAB FUNDAMENTAL EMERG MKTS 1,236,755 1,446,105
SHERWIN-WILLIAMS CO 57,548 54,437
SHIN-ETSU CHEMICAL C 10,453 11,300
SHOPIFY INC 4,432 11,912
SIEMENS AG 11,883 18,333
SMC CORP 15,229 10,102
SONY GROUP CORP 27,806 28,723
STANDARD CHARTERED 14,515 23,395
STARBUCKS CORP COM 86,611 80,084
SUMITOMO MITSUI FINCL GRP 10,106 28,434
SUZUKI MOTOR CORP UNSP ADR 12,829 15,847
TAIWAN SEMICONDUCTOR MFG CO LT 29,260 44,064
TC ENERGY CORPORATION 13,211 25,085
TDK CORP 12,301 19,317
TENCENT HOLDINGS LIMITED 12,283 14,468
TERUMO CORP 5,832 4,466
THE COCA-COLA CO 26,800 27,545
TJX COMPANIES INC 13,648 28,725
TOKIO MARINE HOLDINGS INC 16,194 14,681
TOKYO ELECTRON LTD 27,405 36,784
TOTALENERGIES SE 22,571 23,355
UNICREDIT SPA 24,627 43,585
UNILEVER PLC AMER 21,723 29,561
UNION PACIFIC 16,696 17,349
VANGUARD MID-CAP ETF 4,767,486 5,830,229
VANGUARD S&P 500 ETF 2,123,463 3,756,508
VEOLIA ENVIRONN ADS 13,263 14,956
VINCI SA ADR 15,614 22,352
VOLVO AS-A ADR 7,097 8,113
WAL-MART STORES INC 37,541 88,905
WEC ENERGY GROUP, INC 70,385 79,200
WILLIAMS COS 9,950 19,716
WOLTERS KLUWER S/ADR 19,240 15,223
ZOETIS INC 89,922 61,274

TY 2025 InvestmentsGovtObligationsSch
Name:
The Ruth & J O Stone Foundation
EIN:
82-3471315
US Government Securities - End of Year Book Value:

4,939,512
US Government Securities - End of Year Fair Market Value:

4,759,192
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherExpensesSchedule
Name:
The Ruth & J O Stone Foundation
EIN:
82-3471315
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 64,727     64,727
Bank Charges 2,691 2,691    
State or Local Filing Fees 25     25


TY 2025 OtherIncomeSchedule2
Name:
The Ruth & J O Stone Foundation
EIN:
82-3471315
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss CASH MONEY MARKET FUND      


TY 2025 OtherProfessionalFeesSchedule
Name:
The Ruth & J O Stone Foundation
EIN:
82-3471315
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 324,302 324,302    


TY 2025 TaxesSchedule
Name:
The Ruth & J O Stone Foundation
EIN:
82-3471315
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 35,600      
Foreign Tax Paid 9,024 9,024