2017-05-15T09:57:02-05:00 2016-12-31 812393002 WEALTH ENHANCEMENT TAX & CONSULTING LLC 23 Old Kings Hwy S Darien CT 06820 990PF 2016-01-01 208147488 Edward E Stone Foundation EDWA 2036565500 c/o WEG - PO Box 4004 Darien CT 06820 Edward E Stone Chairman/Trustee 2036565500 2017-04-27 1 Thomas W Hynes P00019525 2036565500 63.137.114.132 2017-04-27 07:46:00 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BB96AC4C16753005682C96A9C16E3D0560E61DB4 2016 2021-01-29 14:40:06Z X 5055951 X X 83259 81676 -146629 1656037 0 -567 0 -63937 81676 42600 21300 21300 5000 5000 0 49964 47714 2250 6482 2046 1772 226 113 113 104272 76173 25435 281000 281000 385272 76173 306435 -449209 5503 68743 1140394 1140394 176 2785 2785 5429898 3932522 3912772 5498817 5075701 5055951 0 0 X 5498817 5075701 5498817 5075701 5498817 5075701 5498817 -449209 26093 5075701 0 5075701 Cullen High Dividend Equity P 2015-05-28 2016-05-09 21875 21638 237 237 Cullen Int'l High Dividend Equity P 2015-06-29 2016-05-09 5621 5844 -223 -223 Yacktman Focused P 2014-10-06 2016-05-09 57975 74245 -16270 -16270 Blackrock Global Allocation P 2014-07-21 2016-05-09 344975 423556 -78581 -78581 CRM Mid Cap Value P 2014-12-11 2016-05-09 149975 199412 -49437 -49437 Cullen High Dividend Equity P 2012-01-12 2016-05-09 391053 395593 -4540 -4540 Cullen Int'l High Dividend Equity P 2014-01-31 2016-05-09 190156 225625 -35469 -35469 Lord Abbett Short Duration P 2013-05-21 2016-04-29 9975 10755 -780 -780 Wells Fargo Absolute Return P 2013-05-21 2016-05-09 299975 341293 -41318 -41318 Stonemor Partners P 2014-07-22 2016-08-09 68407 69713 -1306 -1306 Commerce Bancshares P 2016-05-11 2016-12-20 3 2 1 1 Linear Technology P 2016-05-11 2016-08-29 6686 5096 1590 1590 Commerce Bancshares P 2014-07-28 2016-12-20 47 30 17 17 Linear Technology P 2014-07-28 2016-08-29 43107 29864 13243 13243 Capital Gains Dividends P 66207 66207 66207 -146629 0 241748 5575470 0.043359 164159 5765504 0.028473 142105 5694804 0.024953 26332 5473294 0.004811 186494 5588020 0.033374 0.134970 0.026994 5050738 136340 55 136395 306435 X 55 0 55 0 55 2840 2840 2785 2785 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 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 4298307 829346 0 5127653 0 0 5127653 76915 5050738 252537 252537 55 55 252482 0 252482 0 252482 306435 0 306435 55 306380 252482 275950 2014 2234 0 306435 275950 2234 0 28251 0 0 0 0 0 0 0 0 224231 0 0 0 X Friends Without a Broder 1123 Broadway 1210 New York NY 10010 None 509(a) General 135000 Ponheary Ly Foundation PO Box 17034 Austin TX 78760 None School Educational Enrichment 86000 Positive Directions 420 Post Road West Westport CT 06880 None 509(a) Substance Recovery Program 10000 Trailblazer Foundation PO Box 3694 Jackson WY 83001 None 509(a) Ssustainable Rural Infrastructure 50000 281000 0 14 83259 18 -146629 Stonemor Partners -743 01 Stonemor Partners 176 16 -567 -63370 0 -63937 0 0 0 0 0 0 0 0 0 0 HHG Foundation Services 5000 5000 0 The Foundation elects to distribute excess qualifying distributions to prior years under code section 4942. Equities 2101604 2155445 Fixed income 848737 815564 Alternative 982181 941763 Bank fees 226 113 113 Stonemor Partners -743 -743 Stonemor Partners 176 176 Unrealized gain/loss on investments 26093 Investment Management Fees 47714 47714 0 HHG Foundation Services 2250 0 2250 Foreign tax paid 274 274 0 Payroll tax 3544 1772 1772 2016 excise tax estimate 2664 0 0