2026-06-03T13:16:47-07:00 2025-12-31 581381468 STONE CPA LLC 3600 CLOUDLAND DR NW ATLANTA GA 30327 990PF 2025-01-01 274036345 MONTGOMERY FOUNDATION II INC MONT 4048153647 1230 PEACHTREE ST NE 3100 ATLANTA GA 30309 LAURA L WARTNER Secretary 2026-06-03 true J CRAIG STONE P00120863 4042373401 2025 2025-03-06 01:10:19Z X 3670336 X X 7508 7508 7508 94146 94146 94146 76938 444626 76938 178592 178592 101654 773 386 387 8330 4165 4165 8026 4013 4013 1669 1669 18798 10233 8565 0 0 18798 10233 8565 159794 168359 101654 12067 21575 21576 500000 500000 500000 500000 2438884 2589170 3148760 2950951 3110745 3670336 0 X 2950951 3110745 2950951 3110745 2950951 3110745 2950951 159794 3110745 3110745 999 DFA INTER'L SMALL CO P 2020-03-19 2025-04-28 19467 10540 8927 8927 3150 DFA INT'L VALUE P 2023-08-24 2025-04-22 61390 51292 10098 10098 3073 DFA US SMALL CAP VALUE P 2025-01-01 2025-04-22 125592 126510 -918 -918 279 ISHARES MSCI USA P 2023-08-24 2025-04-22 54130 39861 14269 14269 1140 VANGUARD DEVELOPED P 2023-08-24 2025-04-22 29455 25584 3871 3871 176 VANGUARD S&P P 2023-08-24 2025-04-22 63368 64202 -834 -834 4261.19 DFA INT'L SMALL P 2008-10-06 2025-04-28 91224 49699 41525 41525 76938 -918 2340 2340 2340 17678 17678 15338 15338 false false false false false false false true true GA true false false false false true N/A J CRAIG STONE 4042373401 3600 CLOUDLAND DR NW ATLANTA GA 303272906 false false false false false false false false false false false false false false false false false false false false false false NANCY T MONTGOMERY 3747 PEACHTREE RD NE STE 2420 ATLANTA GA 30319 President 1.00 0 LAURA L WARTNER 1230 PEACHTREE ST NE ATLANTA GA 30309 Secretary 0.00 0 HARRY MORGAN 1230 PEACHTREE ST NE ATLANTA GA 30309 Treasurer 0.00 0 NONE NONE 2912187 17991 0 2930178 0 2930178 43953 2886225 144311 144311 2340 2340 141971 141971 141971 8565 8565 141971 326111 278905 1379573 1984589 8565 0 8565 133406 133406 1851183 0 192705 1658478 278905 1379573 X 1 7508 14 94146 76938 178592 178592 false false false false false false false false false false PREPARATION 8330 4165 0 4165 SEE ATTACHED SCHEDULE AT COST 2589170 3148760 LEGAL - SG&R 773 386 0 387 FOREIGNTAXES PAID ON DIVIDENDS 1669 1669 INVESTMENT FEES 8026 4013 0 4013