2019-05-13T14:03:21-05:00 2018-12-31 812393002 Wealth Enhancement Tax & Consulting LLC 23 Old Kings Highway South Darien CT 06820 990PF 2018-01-01 208147488 Edward E Stone Foundation EDWA 2036565500 c/o WEG-23 Old Kings Highway South Darien CT 06820 Edward E Stone Chairman/Trustee 2036565500 2019-05-10 1 Thomas W Hynes P00019525 2036565500 205.219.75.133 2019-05-10 07:59:35 ED P 9F121E81FC4943DFACF4154A75EA28329AF09A91 EE970406857C8BBFF3BCDEC0A49B782E3F82BA24 2018 2019-02-21 02:37:17Z X 4716891 X X 120031 117092 42758 1804619 42758 162789 159850 42600 21300 21300 5100 5100 0 59246 56996 2250 6484 4712 1772 81 81 0 113511 88189 25322 222000 222000 335511 88189 247322 -172722 71661 735735 435470 435470 2477 1760 1760 4135706 4251613 4279661 4873918 4688843 4716891 0 0 X 4873918 4688843 4873918 4688843 4873918 4688843 4873918 -172722 0 4701196 12353 4688843 Fidelity #9875 P 2018-01-01 2018-12-31 1438445 1442781 -4336 -4336 Fidelity #9875 P 2018-01-01 2018-12-31 33911 35678 -1767 -1767 Fidelity #9875 P 2010-01-01 2018-12-31 110462 107738 2724 2724 Fidelity #9875 P 2010-01-01 2018-12-31 31 31 0 0 Fidelity #0975 P 2018-01-01 2018-12-31 28013 26496 1517 1517 Fidelity #0975 P 2018-01-01 2018-12-31 260 260 260 Fidelity #0975 P 2010-01-01 2018-12-31 23811 29655 -5844 -5844 Fidelity #4453 P 2018-01-01 2018-12-31 42912 46096 -3184 -3184 Fidelity #4453 P 2010-01-01 2018-12-31 66897 73386 -6489 -6489 Capital Gains Dividends P 59877 59877 59877 42758 0 256914 5097900 0.050396 306380 5050738 0.060660 241748 5575470 0.043359 164159 5765504 0.028473 142105 5694804 0.024953 0.207841 0.041568 4959826 206170 717 206887 247322 X 717 0 717 0 717 2477 0 0 2477 0 1760 1760 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 42600 0 0 NONE 0 NONE 0 0 4453106 582250 0 5035356 0 0 5035356 75530 4959826 247991 247991 717 717 247274 0 247274 0 247274 247322 0 247322 717 246605 247274 221596 0 0 247322 221596 0 0 25726 0 0 0 0 0 0 0 0 221548 0 0 0 X Friends Without a Border 1123 Broadway 1210 New York NY 10010 None 509(a) General 100000 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 22000 Trailblazer Foundation PO Box 3694 Jackson WY 83001 None 509(a) Ssustainable Rural Infrastructure 50000 222000 0 14 120031 18 42758 0 162789 0 162789 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 1721309 1850281 Fixed income 991536 998638 Alternative 711049 667486 Balanced 718904 621746 Real estate 108815 141510 Unrealized gain/loss on investments 12353 Investment expenses 81 81 0 Investment Management Fees 54496 54496 0 Foundation Services 2250 0 2250 Trustee fees 2500 2500 0 Foreign tax paid 2940 2940 0 Payroll tax 3544 1772 1772