2026-03-22T12:39:37-05:00 2025-11-30 341853929 CBIZ ADVISORS LLC 225 WEST WACKER DR SUITE 2500 CHICAGO IL 60606 990PF 2024-12-01 363485596 THOMAS H AND DONNA M STONE FOUNDATION THOM 8479276700 CO WISE - 10 BIRMINGHAM PLACE VERNON HILLS IL 60061 THOMAS H STONE PRESIDENT 2244240252 2026-03-07 1 0 STEVE SILVER P01764398 3126026800 2026-03-07 2024 2025-03-06 01:10:19Z X 946481 X X 18993 18993 66680 132677 66680 85673 85673 0 0 0 4300 2150 2150 223 223 0 4523 2373 2150 33700 33700 38223 2373 35850 47450 83300 6538 4819 4819 888127 914796 941662 894665 919615 946481 22500 0 22500 0 X 0 0 0 0 872165 919615 872165 919615 894665 919615 872165 47450 0 919615 0 919615 JENSEN QUALITY GROWTH P 2024-12-20 4000 3412 588 588 PARNASSUS CORE EQUITY P 2024-12-20 18000 19605 -1605 -1605 RBC EMERGING MARKETS EQU P 2024-12-20 10000 10805 -805 -805 VANGUARD INTERNATIONAL G P 2024-12-20 10000 7258 2742 2742 MFS INTL INSTRISIC VALUE P 2025-10-07 14000 10661 3339 3339 RBC EMERGING MARKETS EQU P 2025-10-07 10000 8431 1569 1569 VANGUARD INTERNATIONAL G P 2025-10-07 10000 5825 4175 4175 SCHWAB LT CAPITAL GAINS P 2025-11-30 56677 56677 56677 66680 1158 0 1158 0 1158 2138 0 0 0 2138 0 980 980 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 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 899721 5956 0 905677 0 0 905677 13585 892092 44605 44605 1158 1158 43447 0 43447 0 43447 35850 0 35850 43447 32383 0 0 35850 32383 0 0 3467 0 0 0 0 0 0 0 0 39980 0 0 0 THOMAS H STONE X GENESSYS WORKS CHICAGO 180 N WABASH AVE 600 CHICAGO IL 60601 NONE PUBLIC HUMANITARIAN 2500 CLIMATE REALITY PROJECT 555 12TH STREET NW SUITE 350 WASHINGTON DC 20004 NONE PUBLIC HUMANITARIAN 2500 ENRICHING LIVES THROUGH MUSIC 2960 KERNER BLVD SAN RAFAEL CA 94901 NONE PUBLIC HUMANITARIAN 1000 FOUNDATION FOR HEARING AND SPEECH PO BOX 180018 CHICAGO IL 60618 NONE PUBLIC HUMANITARIAN 500 HIGHLAND PARK COMMUNITY FOUNDATION 610 LAUREL HIGHLAND PARK IL 60035 NONE PUBLIC HUMANITARIAN 1000 HIGHLAND PARK CMTY EARLY LEARNING 640 RIDGE HIGHLAND PARK IL 60035 NONE PUBLIC HUMANITARIAN 5000 INSIDE CLIMATE NEWS 26 COURT STREET SUITE 1617 BROOKLYN NY 11242 NONE PUBLIC HUMANITARIAN 2500 MEDIC ALERT FOUNDATION 2016 W MONTE VISTA AVE TURLOCK CA 95382 NONE PUBLIC HUMANITARIAN 100 MUSIC FOR FOOD PO BOX 590561 NEWTON CENTRE MA 02459 NONE PUBLIC HUMANITARIAN 2000 NEW CENTURY CHAMBER ORCHESTRA 22 BATTERY STREET SUITE 500 SAN FRANCISCO CA 94111 NONE PUBLIC HUMANITARIAN 1000 PINHEAD INSTITUTE PO BOX 2905 TELLURIDE CO 81435 NONE PUBLIC HUMANITARIAN 100 PLANNED PARENTHOOD OF ILLINOIS 17 N STATE 5TH FLOOR CHICAGO IL 60602 NONE PUBLIC HUMANITARIAN 2000 PLANNED PARENTHOOD OF COLORADO 7155 EAST 38TH AVE DENVER CO 80207 NONE PUBLIC HUMANITARIAN 2000 PLANNED PARENTHOOD OF CALIFORNIA 2185 PACHECO ST CONCORD CA 94520 NONE PUBLIC HUMANITARIAN 2000 READING BETWEEN THE LINES 5614 S DORCHESTER CHICAGO IL 60637 NONE PUBLIC HUMANITARIAN 1000 SAN MIGUEL RESOURCE CENTER PO BOX 3243 301 S PINE SUITE 102 TELLURIDE CO 81435 NONE PUBLIC HUMANITARIAN 150 SHEEP MOUNTAIN ALLIANCE PO BOX 389 TELLURIDE CO 81435 NONE PUBLIC HUMANITARIAN 250 TELLURIDE ADAPTIVE SPORTS PROGRAM PO BOX 2254 TELLURIDE CO 81435 NONE PUBLIC HUMANITARIAN 100 TELLURIDE SCHOOL DISTRICT (OPERA ANGELS) 721 W COLORADO TELLURIDE CO 81435 NONE PUBLIC HUMANITARIAN 500 TELLURIDE VOLUNTEER FIRE DEPARTMENT PO BOX 1645 131 W COLUMBIA TELLURIDE CO 81435 NONE PUBLIC HUMANITARIAN 500 VOTERIDERS 2001 L ST NW SUITE 500-2093 WASHINGTON DC 20036 NONE PUBLIC HUMANITARIAN 5000 WBEZ PO BOX 95090 CHICAGO IL 606945090 NONE PUBLIC HUMANITARIAN 1000 WFMT 5400 N ST LOUIS CHICAGO IL 60625 NONE PUBLIC HUMANITARIAN 1000 33700 0 14 18993 18 66680 0 85673 0 85673 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4300 2150 2150 PIMCO TOTAL RETURN INSTL 137292 148205 TEMPLETON GLOBAL BOND 26359 19522 ALLSPRING EMERGING GROWTH 61855 43139 ARTISAN SMALL CAP INVEST 59209 46008 DFA GLOBAL REAL ESTATE 42416 48682 JENSEN QUALITY GROWTH J 125116 100337 MFS INTERNATIONAL INTRIN 91084 111871 PARNASSUS CORE EQUITY IN 104603 113661 PIMCO ALL ASSET INSTL 53175 54128 PUTNAM MULTI-ASSET INCOM 57674 57380 RBC EMERGING MARKETS EQU 82857 100187 VANGUARD INTERNATIONAL G 73156 98542 INVESTMENT EXPENSES 223 223 0 CHASE VISA CREDIT CARD 22500 0