2025-11-06T12:27:19-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990PF 2024-01-01 270439220 THE STONE FOUNDATION OF MICHIGAN STON 2484214161 27235 OVID FRANKLIN MI 48025 GWEN WEINER DIRECTOR 2486268804 2025-11-05 1 0 DORI J EGGETT P00645252 3037409400 2025-11-05 2024 2025-03-06 01:10:19Z X 13478792 X 336804 495112 494888 967190 3835728 967190 1799106 1462078 0 0 0 7625 3813 3812 47845 47845 0 3176 3176 0 57879 57879 0 116525 112713 3812 790000 790000 906525 112713 793812 892581 1349365 456317 512970 512970 1430309 553189 553189 825708 806716 803281 3834951 5354154 7377981 1343044 1356535 1261368 2518767 2694288 2970003 10409096 11277852 13478792 0 0 X 0 0 0 0 10409096 11277852 10409096 11277852 10409096 11277852 10409096 892581 0 11301677 23825 11277852 K-1 PARTNERSHIP INCOME P 33569 -33569 -33569 PUBLICLY TRADED SECURITIES P 3708198 2834969 873229 873229 CAPITAL GAINS DIVIDENDS P 127530 127530 127530 967190 18756 0 18756 0 18756 3737 0 21000 0 24737 179 5802 5802 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A GWEN WEINER 2488553251 27235 OVID FRANKLIN MI 48025 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 GWEN WEINER 27235 OVID FRANKLIN MI 48025 DIRECTOR & PRESIDENT 5.00 0 0 0 NONE 0 NONE 0 0 9741340 541317 2959661 13242318 0 0 13242318 198635 13043683 652184 652184 18756 18756 633428 0 633428 0 633428 793812 0 793812 633428 15365 0 0 793812 15365 0 0 633428 145019 0 0 145019 0 0 0 0 0 0 0 145019 145019 X AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 EAST 42ND STREET NEW YORK NY 10017 N/A PC TO PROVIDE SUPPORT JEWISH COMMUNITIES. 12000 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 N/A PC TO SUPPORT DEMOCRACY AND INCLUSIVITY 36000 BEAUMONT FOUNDATION 3711 W THIRTEEN MILE ROAD ROYAL OAK MI 480736769 N/A PC FOR RESEARCH 10000 BEYOND BASICS 18000 W NINE MILE RD SUITE 450 SOUTHFIELD MI 48075 N/A PC PROVIDING SUPPORT TO HELP ERADICATE ILLITERACY 2500 BUILDING BEDS 4 KIDS 14241 W 11 MILE RD OAK PARK MI 48237 N/A PC TO SUPPORT FAMILIES AND CHILDREN 500 CARE HOUSE OF OAKLAND 44765 WOODARD AVENUE PONTIAC MI 483415021 N/A PC TO SUPPORT FAMILIES AND CHILDERN 35000 CITY YEAR DETROIT 1 FORD PL 1F DETROIT MI 48202 N/A PC PROVIDING SUPPORT TO DETROIT STUDENTS TO REDUCE DROP OUT RATES 2500 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE MAIL CODE H18 CLEVELAND OH 44195 N/A PC FOR RESEARCH 30000 DCDS CARES FUND 22305 WEST THIRTEEN MILE ROAD BEVERLY HILLS MI 48025 N/A PC TO SUPPORT FAMILIES AND CHILDREN 5000 DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVENUE DETROIT MI 48201 N/A PC PROMOTION OF MUSICAL UNDERSTANDING 30000 FRIENDS OF THE ISRAEL DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 10165 N/A PC TO SUPPORT ISRAEL 36000 GESHER HUMAN SERVICES 29699 SOUTHFIELD ROAD SOUTHFIELD MI 48076 N/A PC TO PROVIDE COUNSELING, TRAINING, AND SUPPORTIVE SERVICES FOR THOSE IN NEED. 10000 GLEANERS FOOD BANK 120 EAST COLUMBIA AVENUE PONTIAC MI 48340 N/A PC TO FEED THE LESS FORTUNATE 10000 HAVEN PO BOX 431045 PONTIAC MI 48343 N/A PC PROVIDING SUPPORT TO DOMESTIC VIOLENCE AND SEXUAL ASSUALT VICTIMS. 3000 HEBREW FREE LOAN 131 STEUART ST SUITE 520 SAN FRANCISCO CA 94105 N/A PC TO PROVIDE ASSISTANCE TO LOW INCOME FAMILIES 5000 HENRY FORD HEALTH SYSTEM 1 FORD PL 1F DETROIT MI 48202 N/A PC FOR RESEARCH 160000 JEWISH HOSPICE & CHAPLAINCY NETWORK 6555 W MAPLE RD WEST BLOOMFIELD MI 48322 N/A PC TO ENSURE NO JEWISH PATIENT OR FAMILY FACES TERMINAL ILLNESS ALONE 2500 STARFISH FAMILY SERVICES 330000 HIVELEY INKSTER MI 48141 N/A PC TO SUPPORT FAMILIES AND CHILDREN 25000 TEMPLE BETH EL 7400 TELEGRAPH RD BLOOMFIELD HILLS MI 48301 N/A PC TO SUPPORT THE JEWISH COMMUNITY. 15000 THE HENRY FORD MUSEUM 20900 OAKWOOD BLVD DEARBORN MI 48124 N/A PC TO PROVIDE UNIQUE EDUCATION EXPERIENCES FROM AMERICA'S TRADITIONS OF INGENUITY AND INNOVATION 10000 YAD EZRA 2850 W 11 MILE ROAD BERKLEY MI 48072 N/A PC TO PROVIDE ASSITANCE TO LOW INCOME FAMILIES 5000 AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 251 H STREET NW WASHINGTON DC 20001 N/A PC TO SUPPORT ISRAEL 300000 CENTER FOR JEWISH CULTURE & CREATIVITY 1802 VERNON STREET PMB 2437 WASHINGTON DC 20009 N/A PC TO SUPPORT ISRAEL 5000 RED TENT FUND 2020 PENNSYLVANIA AVE NW 264 WASHINGTON DC 20006 N/A PC TO SUPPORT FAMILIES AND CHILDREN 5000 UNITED JEWISH FOUNDATION 6735 TELEGRAPH RD BLOOMFIELD HILLS MI 48301 N/A PC TO PROVIDE SUPPORT JEWISH COMMUNITIES. 25000 THE ZEKELMAN HOLOCAUST CENTER 28123 ORCHARD LAKE RD FARMINGTON HILLS MI 48334 N/A PC TO PROVIDE SUPPORT JEWISH COMMUNITIES. 10000 790000 0 14 495112 18 967190 0 1462302 0 1462302 0 0 0 0 0 0 0 0 0 0 X X 1 JOSHUA J STONE 20-YEAR CHARITABLE LEAD UNITRUST 27235 OVID FRANKLIN MI 48025 296946 X 2 JOSHUA J STONE 20-YEAR CHARITABLE LEAD UNITRUST 27235 OVID FRANKLIN MI 48025 39858 X 1 MARKETABLE SECURITIES 296946 2024-12-02 ACCOUNTING FEES 7625 3813 3812 FEDERATED HERMES TOTAL RETURN BOND FUND CLASS R6 SHARES (FTRLX) 839957 751885 JPMORGAN CORE PLUS BOND (HLIPX) 353969 351352 AT&T INC (00206RKG6) 14433 13640 BANK OF MONTREAL (06367WJM6) 9628 9605 BRISTOL-MYERS SQUIBB CO (110122DU9) 9719 8708 COMCAST CORP (20030NCS8) 9068 8953 CVS HEALTH CORP (126650DM9) 14307 13592 HONDA MOTOR CO LTD (438127AA0) 8894 8958 JPMORGAN CHASE & CO (46647PDX1) 9440 9335 LOCKHEED MARTIN CORP (539830BV0) 9057 9138 MCDONALD'S CORP (58013MFN9) 8954 8936 ORACLE CORP (68389XCC7) 8936 8676 PEPSICO INC (713448EZ7) 10255 9386 PFIZER INVESTMENT ENTER (716973AC6) 8951 8921 TORONTO-DOMINION BANK (89114QBL1) 13627 13468 VISA INC. (92826CAL6) 9876 9456 WALT DISNEY COMPANT/THE (254687FV3) 8816 8760 GOLDMAN SACHS GROUP INC (38141GA53) 8648 8599 VANGUARD 500 INDEX FUND ADMIRAL SHARES (VFIAX) 346302 1971737 T. ROW PRICE INSTITUTIONAL MID-CAP EQU (PMEGX) 315949 268134 VANGUARD EXTENDED MARKET (VXF) 278554 260843 EUROPACIFIC GROWTH FUND CLASS F3 (FEUPX) 275228 267650 DELAWARE SMALL CAP VALUE INSTL CL (DEVIX) 254278 262417 JPMORGAN EQUITY INCOME I (HLIEX) 250675 241419 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6 (MINJX) 245919 271219 BROWN ADVISORY SUSTAINAB (BAFWX) 239351 246938 VANGUARD DEVELOPED MARKETS IDX ADMIRAL (VTMGX) 227819 271073 PIMCO INCOME FUND CLASS I (PIMIX) 142891 128946 BLACKSTONE PRIVATE CREDIT FUND CLASS S 252500 249190 BLACKSTONE REAL ESTATE INCOME TRUST INC. 250000 247240 ABB LTD SPON ADR (ABB) 4652 8701 ABBOTT LABS (ABT) 4781 4751 ABBVIE INC SHS (00287Y109) 5837 7641 ACCENTURE PLC SHS (ACN) 1726 2111 AIA GROUP LTD (AAGIY) 6373 5015 AIR LIQUIDE ADR (AIQUY) 7732 8288 AIR PRODUCTS&CHEM (APD) 15294 16822 ALEXANDRIA REAL EST EQTS (ARE) 1661 1171 ALIBABA GROUP HOLDING (BABA) 4308 2374 ALPHABET INC SHS CL A (GOOGL) 6102 10665 ALPHABET INC SHS CL C (GOOG) 6725 12115 ALTRIA GROUP INC (MO) 3615 4392 AMAZON COM INC (AMZN) 12819 23694 AMER EXPRESS COMPANY (AXP) 4210 8904 ANALOG DEVICES INC (ADI) 4576 7224 AON PLC REG SHS (AON) 8320 10775 APPLE INC (AAPL) 5311 12771 ASICS CORP-UNSP (ADR) 1648 4135 ASM INTERNATIONNAL-NY REG (ASMIY) 2833 3984 ASML HLDG NV NY REG SHS (ASML) 8358 7624 AUTODESK INC DEL (ADSK) 6967 10345 AVALONBAY CMMUN INC (AVB) 1450 1760 BECTON DICKINSON CO (BDX) 3798 3630 BERKSHIRE HATHAWAY (BRKB) 4512 9066 BLACKROCK INC (BLK) 7551 14352 BLOCK INC (SQ) 2897 3740 BOEING COMPANY (BA) 15243 15399 BRISTOL-MYERS SQUIBB CO (BMY) 8261 7749 BUREAU VERITAS ADR (12117P109) 5647 5968 CAOGEMINI SE SHS ADR (CGEMY) 7258 6070 CAPITAL ONE FINL (COF) 4689 5528 CENCORA INC (COR) 1044 2247 CHEVRON CORP (CVX) 13003 13325 CHUBB LTD (CB) 6529 8013 CIE FINANCIERE RICHEMONT (204319107) 6444 6892 CIGNA CORP REG SHS (125523100) 3977 3866 CINN FINCL CRP OHIO (CINF) 2693 4598 CISCO SYSTEMS INC (CSCO) 4209 5624 CME GROUP INC (CME) 2023 2555 CMS ENERGY CORP (CMS) 2282 2733 COCA COLA COM (KO) 3651 3985 COMCAST CORP NEW CL A (CMCSA) 12019 9870 COMPASS GROUP PLC SHS (20449X401) 5315 7860 CONOCOPHILLIPS (COP) 6831 9223 CONTINENTAL AG SPNRD ADR (CTTAY) 2246 2181 CORNING INC (219350105) 2824 3897 CROWN CASTLE REIT INC (CCI) 4828 3449 CVS HEALTH CORP (CVS) 5100 2918 DBS GROUP HLDGS SPN ADR (DBSDY) 3033 4609 DEERE CO (DE) 7949 9321 DIAGEO PLC SPDS ADR (DEO) 4285 3941 DISCO CORP SHS (ADR) 2235 2019 DISNEY (WALT) CO COM STK (DIS) 8674 9687 DOMINION ENERGY INC (D) 11911 9856 DOVER CORP (DOV) 4032 6378 EATON CORP PLC (ETN) 2331 5974 ELI LILLY & CO (LLY) 578 3088 EOG RESOURCES INC (EOG) 4110 6252 EXPEDITORS INTL WASH INC (EXPD) 3041 3766 EXPEDITORS PLC SP ADR (EXPGY) 5677 5769 EXXON MOBILE CORP COM (XOM) 4963 5486 FACTSET RESH SYS INC (FDS) 3337 4323 FANUC LTD-UNSP (FANUY) 5071 4668 FASTENAL COMPANY (FAST) 2952 5178 FIDELITY NATL INFO SVCS (FIS) 7509 6623 GALLAGHER ARTHUR J & CO (AJG) 1409 3406 GENL DYNAMICS CORP (GD) 4974 6587 GILDAN ACTIVEWEAR INC (GIL) 4999 6069 HALMA PLC (HALMY) 3974 4795 HARTFORD FINL SVCS GROUP (HIG) 517 875 HERSHEY COMPANY (HSY) 3263 2710 HOME DEPOT INC (HD) 5119 6613 HOYA CORP (ADR) 4537 5208 ICON PLC (ICLR) 4570 3775 ILLUMINA INC (ILMN) 4736 3474 IMCD GROU PADR (IMCDY) 4902 4902 ING GP NV SPSD ADR (ING) 4690 5532 INTL BUSINESS MACHINES (IBM) 1356 2418 INTUITIVE SURGICAL INC (ISRG) 2137 5220 JOHNSON AND JOHNSON (JNJ) 11900 12003 KBC GROUPE SA SHS (KBCSY) 4773 5438 LONDON STK EXCHANGE (LNSTY) 4314 5746 LOWE'S COMPANIES INC (LOW) 11486 14808 MARSH & MCLENNAN COS INC (MMC) 892 1699 MCDONALDS CORP COM (MCD) 4547 6378 MEDTRONIC PLC SHS (MDT) 4781 3515 MERCK AND CO INC (MRK) 7730 8555 META PLATFORMS INC (30303M102) 6781 26933 METLIFE INC (MET) 1218 2047 MICROCHIP TECHNOLOGY INC (MCHP) 5236 3441 MICROSOFT CORP (MSFT) 16133 29505 MONDELEZ INTERNATIONAL (MDLZ) 2905 2927 MONSTER BEVERAGE SHS (MNST) 7093 8147 MORGAN STANLEY (MS) 4821 9555 MTU AERO ENGINES AG (MTUAY) 4793 6959 NESTLE S A REP RG SH ADR (NSRGY) 3923 3268 NETFLIX COM INC (NFLX) 5657 21392 NEXTERA ENERGY INC SHS (NEE) 4263 4732 NINTENDO LTD (NTDOY) 6010 6540 NOMURA RESH INSTL LTD ADR (NRILY) 3942 4113 NORFOLK SOUTHERN CORP (NSC) 13258 14786 NORTHROP GRUMMAN CORP (NOC) 7537 7978 NOVARTIS ADR (NVS) 2946 3503 NOVO NORDISK A S ADR (NVO) 16702 15570 NVIDIA (NVDA) 7891 33170 NXP SEMICONDUCTORS N.V. (NXPI) 2742 3118 ORACLE CORP (ORCL) 9325 17331 PARKER HANNIFIN CORP (PH) 2233 4452 PAYCHEX INC. (PAYX) 3177 5889 PAYPAL HOLDINGS INC SHS (PYPL) 3958 3414 PEPSICO INC (PEP) 2770 3041 PHILIP MORRIS INTL INC (PM) 12160 16729 PNC FINCL SERVICES GROUP (PNC) 4227 6750 PPG INDUSTRIES INC (PPG) 2541 2270 PROCTOR & GAMBLE CO (PG) 4961 5868 PROGRESSIVE CRP OHIO (PGR) 5348 10782 PROLOGIS INC (PLD) 3554 2960 PUB SVC ENTERPRISE GRP (PEG) 2312 3380 QUALCOMM INC (QCOM) 4323 5069 RECRUIT HOLDINGS CO.LTD. (RCRUY) 1855 3786 REGENERON PHARMACTLCS (REGN) 4828 5699 RELX PLC (RELX) 9312 13308 RENSAS ELECTRONICS CORP (RNECY) 2458 2309 REPUBLIC SERVICES INC (RSG) 1214 1811 ROCHE HLDG LTD (RHHBY) 3142 2756 RTX CORP (RTX) 3917 4860 RYANAIR HOLDINGS PLC SHS (RYAAY) 4722 5187 SALESFORCE COM INC (CRM) 6614 11702 SAMPO PLC SHS (SAXPY) 4495 4939 SAP SE SHS (SAP) 3240 5417 SCHWAB CHARLES CORP (SCHW) 12492 15690 SEAGATE TECH HLDGS PUB (G7997R103) 2597 2935 SEI INVT CO PA (SEIC) 2715 4371 SHIN-ETSU CHEM-UNSPON (SHECY) 4804 3948 SHOPIFY INC CL A (SHOP) 3700 9144 SIEMENS HEALTHINEERS ADR (SMMNY) 6537 6671 STARBUCKS CORP (SBUX) 10722 10950 SUNCOR ENERGY INC (SU) 4418 4960 SUZUKI MOTOR CORP SHS (SZKMY) 3257 3828 TESLA INC (TSLA) 13511 34326 TEXAS INSTRUMENTS (TXN) 10061 13501 THALES SA UNSP ADR (THLLY) 4573 4971 THERMO FISHER SCIENTIFIC (TMO) 4138 4162 TJX COS INC (TJX) 3656 6524 TRAVELERS COS INC (TRV) 2390 2891 UNION PACIFIC CORP (UNP) 5302 5017 UNITED PARCEL SVC CL B (UPS) 13966 10088 UNITEDHEALTH GROUP INC (UNH) 9870 10623 UNIVERSAL MUSIC GRO-UNSP (91377B109) 4455 4989 VENTAS INC (VTR) 2818 3062 VERIZON COMMUNICATIONS CORP (VZ) 2457 2239 VERTEX PHARMCTLS INC (92532F100) 6880 8859 VISA INC CL A SHRS (V) 12086 18014 WALMART INC (WMT) 2589 5150 WELLS FARGO & CO (WFC) 9060 14048 WORKDAY INC CL A (WDAY) 2084 3096 XCEL ENERGY INC (XEL) 3318 3579 YUM BRANDS INC (YUM) 5310 5635 YUM CHINA HOLDINGS INC (YUMC) 1136 1349 ADIDAS AG SPONSORED ADR (ADDYY) 5788 5845 ARES MANAGEMENT CORP (ARES) 3814 4780 ASTRAZENECA PLC SPND ADR (AZN) 6196 5176 BANK NEW YORK MELLON (BK) 2175 2074 BANKINTER SA NEW SP ADR (BKNIY) 3492 3386 BLACKSTONE INC (BX) 5229 6380 CRH PLC (CRH) 2036 2406 CRODA INTL PLC SHS ADR (COIHY) 3647 2768 DIPLOMA PLC SHS ADR (DPMAY) 4869 5549 DSV A/S (DSDVY) 2462 2443 EPIROC AKTIEBOLAG-UNSP (EPOKY) 4969 4600 GOLDMAN SACHS GROUP INC (GS) 2938 2863 HEXAGON AB (HXGBY) 1779 1694 HONEYWELL INTL INC (HON) 4505 4970 JAMES HARDIE INDUSTRIES (JHX) 3996 3112 KAO CORP (KAOOY) 2472 2432 MITSUI FUDOSAN CO LTD (MTSFY) 4335 3738 MIZUHO FINL GROUP INC 7048 8298 NIKE INC (NKE) 3177 3178 NIPPON SANSO HLDGS (NPXYY) 5335 4912 NORDEA BANK ABP (NRDBY) 2808 2559 NOTORI HOLDINGS CO LTD (NCLTY) 5234 4476 PUMA SE (PUMSY) 2666 2546 SYMRISE AG (SYIEY) 4761 4120 TE CONNECTIVITY PLC (TEL) 5319 5147 TECHTRONIC INDS (TTNDY) 4805 4790 TOKYO ELECTRON LTD (TOELY) 5780 4605 TRUIST FINL CORP (TFC) 4967 5553 VAT GROUP (VACNY) 2123 1545 3I GROUP PLC (TGOPY) 3270 3661 BLACKROCK ALLOCATION (BRASX) 232499 227805 LORD ABBETT SHORT (LLDYX) 395463 382868 PUTNAM ULTRA SHORT (PSDYX) 190850 191923 VANGUARD RUSSELL 1000 ET (VONG) 39997 73860 VANGUARD RUSSELL 1000 ET (VONV) 290841 374806 VANGUARD RUSSELL 2000 (VTWV) 148138 181630 806716 803281 0 0 KKR .INFRASTRUCTURE CONGLOMERATE LLC FMV 258994 269419 RMWC CREDIT ALPHA FUND, LP FMV 946379 938975 RMWC DIRECT LENDING FUND II, LP FMV 487161 389273 RMWC DIRECT LENDING OPPORTUNITIES FUND IV, LP FMV 1001754 1372336 BASIS ADJUSTMENT 23825 OPERATING LOSSES FROM INVESTMENTS IN PARTNERSHIPS 57879 57879 0 INVESTMENT MANAGEMENT FEES 47845 47845 0 FOREIGN TAX 3176 3176 0