2026-09-21T15:32:20-05:00 2025-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2025-01-01 994132949 JEROME STONE LEGACY FOUNDATION JERO 8474410610 83 WOODLEY RD WINNETKA IL 60093 JAMES H STONE DIRECTOR/PRESIDENT 8474410610 2026-09-17 1 JULIE BOYER P01278549 2187275025 2026-09-17 2025 X 3108653 X 350000 65514 65514 46477 1730229 46477 163 0 462154 111991 0 0 0 4297 0 4297 7875 3938 3938 82597 10410 72187 4409 0 0 21210 23 16887 120388 14371 97309 287528 287528 407916 14371 384837 54238 97620 47515 434375 434375 0 1294721 1945056 0 724659 729222 47515 2453755 3108653 0 0 X 0 0 0 0 47515 2453755 47515 2453755 47515 2453755 47515 54238 2352002 2453755 0 2453755 PUBLICLY TRADED SECURITIES 1730229 1683752 46477 46477 46477 1357 0 1357 0 1357 0 0 25000 0 25000 X 38 23605 1357 22248 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 1 0 0 1 N/A JAMES H STONE 8474410610 83 WOODLEY RD WINNETKA IL 60093 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 JAMES H STONE 83 WOODLEY RD WINNETKA IL 60093 DIRECTOR/PRESIDENT 3.00 0 0 0 MARGARET ELISA STONE 83 WOODLEY RD WINNETKA IL 60093 DIRECTOR/SECRETARY 0.50 0 0 0 EMILY STONE GELB 83 WOODLEY RD WINNETKA IL 60093 DIRECTOR/TREASURER 1.00 0 0 0 PHOEBE STONE NITEKMAN 83 WOODLEY RD WINNETKA IL 60093 DIRECTOR 1.00 0 0 0 NONE 0 MODERN FOCUS CONSULTING 335 E CHURCH STREET APT C LIBERTYVILLE IL 60048 CONSULTING 54000 0 0 2384733 434543 0 2819276 0 0 2819276 42289 2776987 138849 138849 1357 1357 137492 0 137492 0 137492 384837 0 384837 137492 0 0 50911 50911 384837 0 0 0 137492 247345 0 0 298256 0 0 0 0 0 0 0 298256 50911 247345 JAMES H STONE X A SAFE HAVEN FOUNDATION 2750 ROOSEVELT RD CHICAGO IL 60608 N/A PC HOPE FOR HOMES DAY 2500 ACCELERATE INSTITUTE 833 W JACKSON BLVD SUITE 800 CHICAGO IL 60607 N/A PC GENERAL OPERATING FUND 1000 ALL CHICAGO MAKING HOMELESSNESS HISTORY 651 W WASHINGTON BLVD 504 CHICAGO IL 60661 N/A PC GENERAL OPERATING FUND 6000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 60601 N/A PC GENERAL OPERATING FUND 33333 AMERICAN ASSOCATION OF SINGLE PARENTS INC PO BOX 226 CHICAGO HEIGHTS IL 60411 N/A PC GENERAL OPERATING FUND - FREE~N~DEED MARKET 5000 ANSHE EMET SYNAGOGUE 3751 NORTH BROADWAY CHICAGO IL 60613 N/A PC GENERAL OPERATING FUND 1000 BRUSHWOOD CENTER AT RYERSON WOODS 21850 N RIVERWOODS ROAD RIVERWOODS IL 60015 N/A PC GENERAL OPERATING FUND 2500 C247 FATHER'S ARMS MINISTRIES 1348 WEST HOWARD STREET UNIT 1 CHICAGO IL 60626 N/A PC GENERAL OPERATING FUND 3150 CEDILLE CHICAGO NFP (RECORDS) 4311 N RAVENSWOOD AVE 202 CHICAGO IL 60613 N/A PC GENERAL OPERATING FUND 1000 CHI ARTS FOUNDATION 30 N LASALLE STREET SUITE 3000 CHICAGO IL 60602 N/A PC GENERAL OPERATING FUND 1000 CHICAGO COUNCIL ON GLOBAL AFFAIRS 130 E RANDOLPH STREET SUITE 1650 CHICAGO IL 60601 N/A PC DIRECTORS CIRCLE 10000 CHICAGO FURNITURE BANK 4801 S WHIPPLE ST CHICAGO IL 60632 N/A PC FURNITURE SPONSORSHIPS 65255 CIRCLE FOUNDATION - INNOVATIONS HIGH SCHOOL FUND 17 N STATE STREET 3RD FLOOR CHICAGO IL 60602 N/A PC SCHOLARSHIPS FUND 17250 CONGREGATION OF SHALOM 21 W HAWTHORN PKWY VERNON HILLS IL 60061 N/A PC CANTOR'S FUND - MUSIC CONCERTS 1500 COUNSELING CENTER OF NORTH SHORE 992-1/2 GREEN BAY RD WINNETKA IL 60093 N/A PC THERAPY SPONSORSHIPS 8720 DIGS WITH DIGNITY 1634 W 37TH PLACE CHICAGO IL 60609 N/A PC PURCHASE OF TOOL KIT 792 FRIENDS OF ELNET 5215 OLD ORCHARD ROAD SUITE 880 SKOKIE IL 60077 N/A PC GENERAL OPERATING FUND 8333 GARDENEERS 3250 W ADAMS CHICAGO IL 60624 N/A PC GENERAL OPERATING FUND 875 HARVARD CLUB OF CHICAGO 1 E ERIE ST STE 525-2306 CHICAGO IL 60611 N/A PC DETAINEE TUTORING PROGRAM - FALL SEMESTER 3750 HIGHLAND PARK STRINGS 1601 OAKWOOD AVENUE 105 HIGHLAND PARK IL 60035 N/A PC GENERAL OPERATING FUND 100 HUMBLE DESIGN CHICAGO 431 W PERSHING RIAD CHICAGO IL 60609 N/A PC GENERAL OPERATING FUND 5000 IMPACT INC (IMPACT BOSTON) 89 SOUTH ST BOSTON MA 02111 N/A PC GENERAL OPERATING FUND 10000 JCFS CHICAGO 230 W MONROE ST 1100 CHICAGO IL 60606 N/A PC TECHNOLOGY SPONSORSHIPS FUND 4075 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 N/A PC GENERAL OPERATING FUND 1000 JUST ROOTS 2936 S WABASH AVENUE CHICAGO IL 60616 N/A PC FOOD FARMACY PROGRAM 6000 JUVENILE PROTECTIVE ASSOCIATION 1707 N HALSTED ST CHICAGO IL 60614 N/A PC GENERAL OPERATING FUND 7100 METROPOLITAN OPERA ASSOCIATION 30 LINCOLN CENTER NEW YORK NY 10023 N/A PC GENERAL OPERATING FUND 1000 MUSEUM OF CONTEMPORARY ART CHICAGO 220 E CHICAGO AVE CHICAGO IL 60611 N/A PC GENERAL OPERATING FUND 250 NORTH SHORE CONGREGATION ISREAL (NSCI) 1185 SHERIDAN RD GLENCOE IL 60022 N/A PC SHABBAT MUSICAL ACCOMPANIMENT 19200 NWI CHURCH 1123 MERRILVILLE ROAD CROWN POINT IN 46307 N/A PC FURNITURE PROGRAM 3500 PEACE HOUSE INC 700 ROUND VALLEY DRIVE SUITE 115 PARK CITY UT 84060 N/A PC GENERAL OPERATING FUND - IN MEMORY OF JUDY HORWITZ 500 PILGRIM CHAMBER PLAYERS 805 MOSELEY ROAD HIGHLAND PARK IL 60035 N/A PC GENERAL OPERATING FUND 2200 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET NEW YORK NY 10038 N/A PC GENERAL OPERATING FUND 250 RAVINIA FESTIVAL 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 N/A PC OPUS DONOR 10000 SCOUTING ART RURY PROJECT 910 SKOKIE BLVD SUITE 206 NORTHBROOK IL 60062 N/A PC GENERAL OPERATING FUND 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINTON AVE MONTGOMERY AL 36104 N/A PC GENERAL OPERATING FUND 500 THE ART INSTITUTE OF CHICAGO 111 SOUTH MICHIGAN AVE CHICAGO IL 60603 N/A PC GENERAL OPERATING FUND 115 THE JEWISH HERITAGE FOR THE BLIND 1655 E 24TH ST BROOKLYN NY 11229 N/A PC GENERAL OPERATING FUND 180 THE JOSELYN CENTER NFP 1991 SHERIDAN ROAD HIGHLAND PARK IL 60035 N/A PC CAMP NEEKA SCHOLARSHIPS FUND 6000 THE MUSIC INSTITUTE OF CHICAGO 1490 CHICAGO AVE EVANSTON IL 60601 N/A PC ARTIST IN RESIDENCE/MASTER CLASS SPONSORSHIPS 26500 THE SERVICE CLUB OF CHICAGO 233 E ERIE 405 CHICAGO IL 60611 N/A PC GENERAL OPERATING FUND 2000 THE VOLUNTEER CENTER 520 GLENDALE AVE WINNETKA IL 60093 N/A PC GENERAL OPERATING FUND 1600 UNIFY AMERICA 1720 CENTRAL AVE SUITE 221 EVANSTON IL 60201 N/A PC GENERAL OPERATING FUND 5000 WFMTWTTW 5400 N ST LOUIS AVE CHICAGO IL 60625 N/A PC FALL MEMBERSHIP DRIVE 1000 WRITER'S THEATRE 321 PARK AVENUE GLENCOE IL 60022 N/A PC GENERAL OPERATING FUND 500 287528 0 14 65514 18 46477 MISCELLANEOUS INCOME 01 163 0 112154 0 112154 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES H STONE 83 WOODLEY RD WINNETKA IL 60093 350000 X ACCOUNTING FEES 7875 3938 3938 UNITED STATES TREAS NTS 3.875% 09/30/29 B/E DTD 09/30/22 1ST 74783 75691 UNITED STATES TREAS NTS 3.500% 09/30/26 B/E DTD 09/30/24 1ST 74625 74945 UNITED STATES TREAS NTS 3.750% 04/15/28 B/E DTD 04/15/25 1ST 74989 75404 FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 4.930% 02/25/30 75193 75038 FEDERAL HOME LN MTG CORP MEDIUM TERM NTS FED 4.750% 75357 75296 FEDERAL NATL MTG ASSN MEDIUM TERM NTS DTD 9/26/2025 99940 100035 FEDERAL NATL MTG ASSN MEDIUM TERM NTS 4.200% 11/13/30 B/E 99850 99970 KEURIG DR PEPPER INC 4.600% 05/15/30 B/E DTD 05/05/25 30/360 74245 75451 MORGAN STANLEY VARIABL 04/17/31 B/E DTD 04/17/25 CALLABLE 75677 77392 AT&T INC COM 12439 14408 AIRBNB INC CL A COM 58784 67860 ALPHABET INC CL A 80293 205954 AMAZON COM INC COM 82456 123258 BANK AMER CORP COM 50381 119185 BAXTER INTL INC COM 27928 14008 BECTON DICKINSON & CO COM 71889 77628 CITIGROUP INC COM NEW 74055 124275 COMCAST CORP NEW CL A 1999 30876 CONOCOPHILLIPS COM 80079 84249 EOG RES INC COM 51725 42109 KEURIG DR PEPPER INC COM 75734 65403 LIBERTY BROADBAND CORP COM SER C 45584 21870 MASCO CORP COM 35495 46516 ORACLE CORP COM 6044 38982 SALESFORCE INC COM 76049 79473 SCHWAB CHARLES CORP NEW COM 42299 103207 SYSCO CORP COM 71596 73690 VAIL RESORTS INC COM 74169 66400 VISA INC COM CL A 38405 82066 WARNER BROS DISCOVERY INC COM SER A 11699 31183 WELLS FARGO & CO NEW COM 38883 102613 WENDYS CO COM 34553 15269 OAKMARK BOND FUND CLASS R6 102627 104203 OAKMARK FUND CLASS R6 49556 210371 LEGAL FEES 4297 0 4297 TAXABLE EXPENDITURES 4300 0 0 BANK FEES 23 23 0 STATE OF ILLINOIS ANNUAL REPORT 25 0 25 CHARITY EVENT EXPENSES 16862 0 16862 MISCELLANEOUS INCOME 163 163 CONTRIBUTION FROM JEROME STONE FAMILY FOUNDATION 2352002 CONSULTING FEES-CHARITY EVENT 72187 0 72187 INVESTMENT MANAGEMENT FEES 10410 10410 0 JAMES H STONE 83 WOODLEY RD WINNETKA IL 60093 EXCISE TAXES 4409 0 0