2020-06-09T14:23:22-05:00 2019-12-31 812393002 Wealth Enhancement Tax & Consulting LLC 23 Old Kings Highway South Darien CT 06820 990PF 2019-01-01 208147488 Edward E Stone Foundation EDWA 2036565500 co WEG-23 Old Kings Highway South Darien CT 06820 Edward E Stone Chairman/Trustee 2036565500 2020-06-01 1 Paul Papapostolou P01539652 2036565500 2020-06-01 2019 2022-09-23 18:48:47Z X 5119383 X X 127489 124600 40121 1269393 40121 148 148 167758 164869 48838 24419 24419 5100 5100 0 56616 54366 2250 7121 5111 2010 309 219 90 117984 89215 28769 256000 256000 373984 89215 284769 -206226 75654 435470 219433 219433 1760 1003 1003 4251613 4249939 4898947 4688843 4470375 5119383 0 0 X 4688843 4470375 4688843 4470375 4688843 4470375 4688843 -206226 0 4482617 12242 4470375 Fidelity #279875 P 2019-12-31 673449 682202 -8753 -8753 Fidelity #279875 P 2019-12-31 25653 24070 1583 1583 Fidelity #310975 P 2019-12-31 19934 20262 -328 -328 Fidelity #310975 P 2019-12-31 68619 84301 -15682 -15682 Fidelity #507172 P 2019-12-31 4352 4338 14 14 Fidelity #507172 P 2019-12-31 344934 372840 -27906 -27906 Fidelity #074453 P 2019-12-31 79189 41259 37930 37930 Capital Gains Dividends P 53263 53263 53263 40121 0 246605 4959826 0.049720 256914 5097900 0.050396 306380 5050738 0.060660 241748 5575470 0.043359 164159 5765504 0.028473 0.232608 0.046522 4964791 230972 757 231729 284769 X 757 0 757 0 757 1760 0 0 1760 0 1003 1003 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A WETCS 2036565500 23 Old Kings Highway South Darien CT 06820 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Edward E Stone c/o WEG - 23 Old Kings Highway South Darien CT 06820 Chairman/Trustee 17.00 48838 0 0 NONE 0 NONE 0 0 4686471 353926 0 5040397 0 0 5040397 75606 4964791 248240 248240 757 757 247483 0 247483 0 247483 284769 0 284769 757 284012 247483 221548 0 0 284769 221548 0 0 63221 0 0 0 0 0 0 0 0 184262 0 0 0 X Friends Without a Border 1123 Broadway 1210 New York NY 10010 None 509(a) General 130000 Ponheary Ly Foundation PO Box 17034 Austin TX 78760 None School Educational Enrichment 50000 Positive Directions 420 Post Road West Westport CT 06880 None 509(a) Substance Recovery Program 25000 Trailblazer Foundation PO Box 3694 Jackson WY 83001 None 509(a) Ssustainable Rural Infrastructure 50000 The Lake Clinic 1123 Broadway 1210 New York NY 10010 None 509(a) General 1000 256000 0 14 127489 18 40121 PIMCO settlement 14 148 0 167758 0 167758 0 0 0 0 0 0 0 0 0 0 Tax preparation 5100 5100 0 The Foundation elects to distribute excess qualifying distributions to prior years under code section 4942. Equities 1816649 2368794 Fixed income 1079796 1112666 Alternative 643368 662004 Balanced 602093 585244 Real estate 108033 170239 Unrealized gain/loss on investments 12242 Investment expenses 129 129 0 Bank fees 180 90 90 PIMCO settlement 148 148 148 Investment Management Fees 54366 54366 0 Foundation Services 2250 0 2250 Foreign tax paid 3100 3100 0 Payroll tax 4021 2011 2010