2025-03-06T14:41:43-06:00 2024-11-30 341853929 CBIZ ADVISORS LLC 225 WEST WACKER DR SUITE 2500 CHICAGO IL 60606 990PF 2023-12-01 363485596 THOMAS H AND DONNA M STONE FOUNDATION THOM 8479276700 CO WISE - 10 BIRMINGHAM PLACE VERNON HILLS IL 60061 THOMAS H STONE PRESIDENT 2244240252 2025-02-24 1 0 BENNETT D BERG P00109934 3126026800 2025-02-24 2023 2025-03-06 01:10:19Z X 906563 X X 17136 17136 23686 59414 23686 40822 40822 0 0 0 3950 1975 1975 199 189 10 4149 2164 1985 72500 72500 76649 2164 74485 -35827 38658 27645 6538 6538 882347 888127 900025 909992 894665 906563 2000 22500 2000 22500 X 0 0 0 0 907992 872165 907992 872165 909992 894665 907992 -35827 0 872165 0 872165 JENSEN QUALITY GROWTH P 2023-12-13 5878 5878 5878 MFS INTL INSTRISIC VALUE P 2023-12-19 7445 7445 7445 JENSEN QUALITY GROWTH P 2024-11-15 10353 10353 10353 REINV VAN INTL P 2023-12-13 738 738 738 MFS INTL INSTRISIC VALUE P 2023-12-12 5000 4439 561 561 JENSEN QUALITY GROWTH P 2023-12-12 12000 9513 2487 2487 PARNASSUS CORE EQUITY P 2023-12-12 18000 21776 -3776 -3776 23686 537 0 537 0 537 2675 0 0 0 2675 0 2138 2138 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 0 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 846497 7315 0 853812 0 0 853812 12807 841005 42050 42050 537 537 41513 0 41513 0 41513 74485 0 74485 41513 65355 0 0 74485 65355 0 0 9130 0 0 0 0 0 0 0 0 32383 0 0 0 THOMAS H STONE X INTERMUSIC SAN FRANCISCO 135 MAIN ST STE 1140 SAN FRANCISCO CA 94105 NONE PUBLIC HUMANITARIAN 15000 EUREKA CHAMBER MUSIC 422 1ST ST EUREKA CA 95502 NONE PUBLIC HUMANITARIAN 7500 UNION OF CONCERNED SCIENTISTS TWO BRATTLE SQUARE CAMBRIDGE MA 02138 NONE PUBLIC HUMANITARIAN 50000 72500 0 14 17136 18 23686 0 40822 0 40822 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3950 1975 1975 TEMPLETON GLOBAL BOND 20233 12462 ALLSPRING DISCOVERY SMAL 61855 41716 ARTISAN SMALL CAP INVEST 57157 44284 DFA GLOBAL REAL ESTATE 40789 48246 JENSEN QUALITY GROWTH J 100752 103302 MFS INTERNATIONAL INTRIN 91394 98676 PARNASSUS CORE EQUITY IN 113520 123321 PIMCO ALL ASSET INSTL 50350 48734 PUTNAM MULTI-ASSET ABSOL 55295 52661 RBC EMERGING MARKETS EQU 100673 96795 VANGUARD INTERNATIONAL G 77228 104262 PIMCO TOTAL RETURN INSTL 118881 125566 INVESTMENT EXPENSES 189 189 0 ILLINOIS ATTY GEN FILING FEE 10 0 10 CHASE VISA CREDIT CARD 2000 22500