2024-05-28T14:23:08-05:00 2023-12-31 920918550 Wealthstone Tax Advisors 5000 Horizons Drive Columbus OH 43220 990PF 2023-01-01 341811779 Warren Brown Family Foundation C/O Douglas Brown BROW 6144046242 6724 Perimeter Loop Rd 280 Dublin OH 43017 Doug Brown President 6144046242 2024-05-17 1 Doug Brown 999009999 0 Nancy B Donner CPA P00631718 6146558850 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2569406 X X 125 125 59136 59136 45236 1535032 45236 104497 104497 0 0 0 2400 2400 0 11845 11845 0 8351 8351 0 200 200 0 22796 22796 0 234875 234875 257671 22796 234875 -153174 81701 25813 37515 37515 2373274 2215294 2531891 2399087 2252809 2569406 0 0 X 0 0 0 0 2399087 2252809 2399087 2252809 2399087 2252809 2399087 -153174 6896 2252809 0 2252809 Charles Schwab 9210-7811 472616 479687 -7071 -7071 Charles Schwab 9210-7811 1059811 1010109 49702 49702 Capital Gains Dividends P 2605 2605 2605 45236 1136 0 1136 0 1136 5080 0 0 0 5080 0 3944 3944 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A Doug Brown 8436445747 6724 Perimeter Loop Road Suite 280 Dublin OH 43017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Douglas W Brown 5311 Reserve Drive Dublin OH 43017 Secretary 1.00 0 0 0 Janice J Brown 330 Robert Smalls Pkwy Ste 24-7 Beaufort SC 29906 President 1.00 0 0 0 Joe D Donithen 7725 Eden Park Drive Delaware OH 43015 Treasurer 1.00 0 0 0 Katherine B Shepherd 11345 Sweetbay Drive Plain City OH 43064 Trustee 1.00 0 0 0 James H Wyland 10482 Gulf Shore Drive Unit 263 Naples FL 34108 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 2475696 23751 0 2499447 0 0 2499447 37492 2461955 123098 123098 1136 1136 121962 0 121962 0 121962 234875 0 234875 121962 0 0 79809 74047 140766 115163 152949 562734 234875 0 0 0 121962 112913 0 0 675647 0 0 0 0 0 0 79809 595838 74047 140766 115163 152949 112913 Doug BrownSecretary Warren Brown Fa 6475 Perimeter Drive Box 163 Dublin OH 43016 8436445747 Written None None American Lung Association 7720 Rivers Edge Dr Ste 126 Columbus OH 43235 None PC Community 500 Arthritis Foundation 4530 Park Road Ste 230 Charlotte NC 28209 None PC Medical 500 Autism Career Training Nashville 6515 Holt Road Nashville TN 37211 None PC Community 8000 Buckeye Council of Boy Scouts 2301 13th St NW Canton OH 44708 None PC Community 2000 Center Street Community Health Center 136 W Center Street Marion OH 43302 None PC Medical 20000 Cerebal Palsy Alliance 142 W 57th Street New York NY 10019 None PC Medical 500 Family Legacy Ministries 4920 Franklin Avenue Waco TX 76710 None PC Religious 2000 Fellowship of Christian Athletes 8701 Leeds Road Kansas City MO 641291680 None PC Religious 20000 Girl Scouts of Heritage Trails Inc 35 N Park Mansfield OH 44902 None PC Civic 2000 Harding High School Scholarship Fund 1500 Harding Hwy E Marion OH 43302 None PC Education 1000 High Hopes Development Center 31 High Hopes Court Franklin TN 87064 None PC Community 5000 Juvenile Diabetes Research Foundation 26 Broadway Floor 14 New York NY 10004 None PC Medical 500 Kaitlyn Eckelberry Memorial Fund 5484 Fleetwood Ave NW Canton OH 44178 None PC Community 5000 Lettuce Work Foundation 14985 Fancher Road New Albany OH 43054 None PC Community 2200 Lions District 13-OH5 4074 Hoover Road Grove City OH 43123 None PC Civic 500 Marion County Historical Center 169 E Church Street Marion OH 43302 None PC Civic 100 Marion Palace Theatre 276 West Center Street Marion OH 43302 None PC Civic 25500 Mechanicsburg Schools 60 High St Mechanicsburg OH 43044 None PC Education 500 Oakstone Academy - Childrens Center for Developmental Enrichment 939 South State Street Westerville OH 43081 None PC Education 20000 Ohio Business Week Foundation 1572 W First Ave Columbus OH 43212 None PC Education 3000 Ohio State University - Designated Chair J Woyach 1480 West Lane Ave Columbus OH 43221 None PC Education 80000 Oligo Nation 197 Tamal Vista Blvd 204 Corte Madera CA 94925 None PC Medical 20000 Opportunity International 2122 York Road Suite 150 Oak Brook IL 60523 None PC Community Improvement 10000 Special Olympics Ohio 3303 Winchester Pike Columbus OH 43232 None PC Community 500 Susan G Komen Race for the Cure 929 Eastwind Drive Suite 211 Westerville OH 43081 None PC Medical 500 United Way of Marion County 125 Executive Dr Suite 100 Marion OH 43302 None PC Civic 1000 Willow Ridge Therapeutic Riding Center 9302 Brock Road Plain City OH 43064 None PC Community 1075 Wyandot Popcorn Museum 169 E Church Street Marion OH 43302 None PC Civic 3000 234875 0 14 125 14 59136 18 45236 0 104497 0 104497 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2400 2400 0 Schwab Mututal Funds 2215294 2531891 State of Ohio Filing Fee 200 200 0 Other Adjustments 6896 Investment Management Fees 11845 11845 0 Foreign Tax 1439 1439 0 Federal Excise Tax 6912 6912 0