2024-05-13T07:52:32-05:00 2023-12-31 812393002 Wealth Enhancement Tax & Consulting LLC 23 Old Kings Highway South Darien CT 06820 990PF 2023-01-01 264768313 Charles and Marion Stone Foundation Inc CHAR 2036565500 220 Lawford Drive Leesburg VA 20175 Charles Parsons Director 2036565500 2024-05-02 1 Charles Parsons XXX-XX-XXXX 0 Paul Papapostolou P01539652 2036565500 2024-05-02 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1255672 X X 28130 27104 19285 341862 19285 47415 46389 42000 21000 21000 1650 1650 0 16542 16542 0 724 724 0 654 0 654 61570 39916 21654 33400 33400 94970 39916 55054 -47555 6473 14550 17931 17931 1266 1176 1176 480084 529807 748758 157019 173049 171053 346750 252776 316754 999669 974739 1255672 0 0 X 999669 974739 999669 974739 999669 974739 999669 -47555 22625 974739 0 974739 Charles Schwab #7226 P 2023-12-31 23871 25323 -1452 -1452 Charles Schwab #2211 P 2023-12-31 190589 189322 1267 1267 Charles Schwab #1881 P 2023-12-31 73269 79882 -6613 -6613 Charles Schwab #9942 P 2023-12-31 39582 28050 11532 11532 Capital Gains Dividends P 14551 14551 14551 19285 90 0 90 0 90 1266 0 0 0 1266 0 1176 1176 0 0 0 0 0 0 0 0 0 0 0 0 1 VA 1 0 0 0 0 1 N/A WETCS 2036565500 23 Old Kings Highway South Darien CT 06820 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Charles Bigelow Parsons 220 Lawford Drive Leesburg VA 20175 Director/Grant Manager 12.00 18000 0 0 Susan L Parsons 220 Lawford Drive Leesburg VA 20175 Director/Grant Manager 12.00 18000 0 0 Mary W Smith 7500 Woodmont Avenue UnitS-513 Bethesda MD 20814 Director/Grant Manager 12.00 6000 0 0 NONE 0 NONE 0 0 1226809 18047 0 1244856 0 0 1244856 18673 1226183 61309 61309 90 90 61219 0 61219 0 61219 55054 0 55054 61219 0 0 24419 16549 7015 47983 55054 0 0 0 55054 0 6165 6165 41818 0 0 0 0 0 0 18254 23564 16549 7015 X American Red Cross PO Box 2210 Merrifield VA 22116 None 509(a) Medical 250 Bethesda Cares 7728 Woodmont Avenue Bethesda MA 20814 None 509(a) Civic 250 Brooks School 1160 Great Pond Road North Andover MA 01845 None School Educational 250 Brooks School Boathouse fund 1160 Great Pond Road North Andover MA 01845 None School School Athletics 2500 Brooks School Boys Hockey 1160 Great Pond Road Nobleboro MA 01845 None School School Athletics 250 Brooks School Boys Soccer 1160 Great Pond Road North Andover MA 01845 None School School Athletics 250 Brown Men's Annual Crew Fund Box 1976 Providence RI 02912 None School School athletics 5000 Buckley School 113 E 73rd St New York NY 10131 None School Education 500 East Woods School Annual Fund 31 Yellow Cote Road Oyster Bay NY 11771 None School Educational 500 Hotchkiss School 11 Interlaken Road Lakeville CT 06039 None School Educational 2500 Loudon Country School Annual Fund 20600 Red Cedar Drive Leesburg VA 20175 None School Educational 750 Milton Academy 170 Centre Street Milton MA 02186 None School Educational 100 MIT 77 Massachusetts Avenue Cambridge MA 02139 None School Education 16500 Phillips Exeter 20 Main Street Exeter NH 03833 None School Educational 1000 RISD Institutional Engagement 123 Dyer Street Providence RI 02903 None School Educational 250 The Holton-Arms School 7303 River Road Bethesda MD 20817 None School Education 250 University of Chicago Deans Fund for Student Life 5801 South Ellis Avenue Chicago IL 60637 None 509(a) Education 2000 USO PO Box 96322 Washington DC 20077 None 509(a) Civic 100 WETA PO Box 96100 Washington DC 20090 None 509(a) Civic 100 Wounded Warriors Advanced Guard PO Box 758517 Topeka KS 66675 None 509(a) espadaccini - 04/29/24 09:59AM Worksheet Private Foundation 100 33400 0 14 28130 18 19285 0 47415 0 47415 0 0 0 0 0 0 0 0 0 0 Foundation Services 1650 1650 0 The Foundation elects under Regulation 53.4942(a)-3(d)(2) to apply all or part of the remianing qualifying distributions to any undistributed income remaining from the years before 2023 or to apply to the corpus. Fixed Income 173049 171053 Equity 529807 748758 Alternative FMV 246989 307567 Real estate FMV 5787 9187 Filing fees 654 0 654 Unrealized gain/loss on investments 22625 Tax Preparation Fees 3200 3200 0 Investment expenses 13342 13342 0 Foreign taxes 724 724 0