2024-02-19T10:12:18-06:00 2023-11-30 341853929 CBIZ MHM LLC 225 WEST WACKER DR SUITE 2500 CHICAGO IL 60606 990PF 2022-12-01 363485596 THOMAS H AND DONNA M STONE FOUNDATION THOM 8479276700 CO WISE - 10 BIRMINGHAM PLACE VERNON HILLS IL 60061 THOMAS H STONE PRESIDENT 2244240252 2024-02-15 1 THOMAS STONE XXX-XX-XXXX 0 BENNETT D BERG P00109934 3126026800 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 827231 X X 20587 20587 -3283 137763 0 720 0 18024 20587 0 0 0 3600 1800 1800 199 184 15 3799 1984 1815 4500 4500 8299 1984 6315 9725 18603 42691 27645 27645 865576 882347 799586 908267 909992 827231 10000 2000 10000 2000 X 0 0 0 0 898267 907992 898267 907992 908267 909992 898267 9725 0 907992 0 907992 MFS INTL INSTRISIC VALUE P 2022-12-08 9076 9076 9076 ALLSPRING DISCOVERY SMAL P 2022-12-09 2319 2319 2319 DFA GLOBAL REAL ESTATE P 2022-12-14 1593 1593 1593 VANGUARD INTERNATIONAL GROWTH P 2022-12-14 4158 4158 4158 JENSEN QUALITY GROWTH P 2022-12-15 1855 1855 1855 PARNASSUS CORE EQUITY IN P 2023-11-18 6114 6114 6114 METROPOLITAN WEST TOTAL P 2023-09-27 108098 136257 -28159 -28159 METROPOLITAN WEST TOTAL P 2023-09-27 4550 4789 -239 -239 -3283 259 0 259 0 259 2934 0 0 0 2934 0 2675 2675 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A THOMAS H STONE 8479276700 10 BIRMINGHAM PLACE VERNON HILLS IL 60061 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONNA M STONE C/O WISE 10 BIRMINGHAM PLACE VERNON HILLS IL 60061 PRESIDENT 1.00 0 0 0 THOMAS H STONE C/O WISE 10 BIRMINGHAM PLACE VERNON HILLS IL 60061 VICE PRESIDENT 1.00 0 0 0 KIMBERLY ELLEN STONE C/O WISE 10 BIRMINGHAM PLACE VERNON HILLS IL 60061 DIRECTOR 1.00 0 0 0 THOMAS H STONE JR C/O WISE 10 BIRMINGHAM PLACE VERNON HILLS IL 60061 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1542850 27565 0 1570415 0 0 1570415 23556 1546859 77343 77343 259 259 77084 0 77084 0 77084 6315 0 6315 77084 0 0 2674 2740 5414 6315 0 0 0 6315 0 5414 5414 0 0 0 0 0 65355 0 0 0 THOMAS H STONE X COMMUNITY PARTNERS FOR AFFORDABLE HOUSING 800 SMILWAUKEE AVE STE 201 LIBERTYVILLE IL 60048 NONE PUBLIC HUMANITARIAN 2500 GENESSYS WORKS 180 N WABASH AVE 600 CHICAGO IL 60601 NONE PUBLIC HUMANITARIAN 2000 4500 0 14 20587 900099 720 18 -3283 720 17304 0 18024 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3600 1800 1800 TEMPLETON GLOBAL BOND 19546 12668 ALLSPRING DISCOVERY SMAL 61855 31010 ARTISAN SMALL CAP INVEST 57157 33110 DFA GLOBAL REAL ESTATE 39371 40174 JENSEN QUALITY GROWTH J 93290 100061 MFS INTERNATIONAL INTRIN 86819 90656 PARNASSUS CORE EQUITY IN 134857 114232 PIMCO ALL ASSET INSTL 47883 43725 PUTNAM MULTI-ASSET ABSOL 53354 45329 RBC EMERGING MARKETS EQU 99275 85134 VANGUARD INTERNATIONAL G 75493 87839 PIMCO TOTAL RETURN INSTL 113447 115648 INVESTMENT EXPENSES 184 184 0 ILLINOIS ATTY GEN FILING FEE 15 0 15 US TREASURY REFUND 720 0 720 CHASE VISA CREDIT CARD 10000 2000