2014-06-26T07:43:46-05:00 2013-12-31 561333749 HEMRIC & YALE CPAS PO BOX 757 NORTH WILKESBORO NC 28659 990PF 2013-01-01 452571353 THE STONE FOUNDATION STON 3369038965 149 PARTRIDGE LANE WILKESBORO NC 28697 LARRY D STONE PRESIDENT 3369038965 2014-06-24 true CARL G YALE P01214339 3368387077 2014-06-25 X 2013 2015-12-30 17:16:21Z X 1993560 X 6470 8 8 38956 38956 5789 580741 5789 51223 44753 1500 1500 20412 20412 716 716 1470 1470 113 113 24211 24211 0 52050 52050 76261 24211 52050 -25038 20542 126 1424 1424 170864 40932 40932 444760 772788 921869 930142 521886 511452 375056 562124 517883 4284 3030 1925232 1902184 1993560 0 X 1925232 1902184 1925232 1902184 1925232 1902184 1925232 -25038 2145 1902339 155 1902184 WELLS FARGO - ST COV P 2013-04-01 2013-07-15 8777 10000 -1223 -1223 WELLS FARGO - LT COV P 2012-01-30 2013-08-22 427033 424804 2229 2229 WELLS FARGO - LT NONCOV P 2011-12-15 2013-04-10 132771 140006 -7235 -7235 ISHARES GOLD P 2001-01-01 2013-06-10 113 142 -29 -29 5789 false 36440 1926667 0.018913 3000 1955658 0.001534 0.020447 0.010224 1885004 19272 205 19477 52050 X 205 205 205 300 300 95 95 false false false false false false false true true NC true false false false false true N/A LARRY D STONE 3369038965 149 PARTRIDGE LANE WILKESBORO NC 28697 false false false false false false false false false false false false false false false false false false false LARRY D STONE 149 PARTRIDGE LANE WILKESBORO NC 28697 PRESIDENT 1.00 0 0 0 DIANE A STONE 149 PARTRIDGE LANE WILKESBORO NC 28697 SECRETARY 1.00 0 0 0 LARRY D STONE JR 259 S WILLOW AVENUE COOKEVILLE TN 38501 DIRECTOR 0.50 0 0 0 CHRIS D STONE 1010 SARAH MILES LANE MANITOWOC WI 54220 DIRECTOR 0.50 0 0 0 NONE NONE THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO QUALIFIED PUBLIC CHARITABLE ORGANIZATIONS. CONTRIBUTIONS WERE MADE TO 17 SUCH ORGANIZATIONS IN 2013 (PART XV). N/A 1803378 106675 3657 1913710 1913710 28706 1885004 94250 94250 205 205 94045 94045 94045 52050 52050 205 51845 94045 56583 52050 52050 4533 94045 X BARIUM SPRINGS HOME FOR CHILDREN 507 COURTHOUSE DRIVE WILKESBORO NC 28697 UNRESTRICTED 3000 WILKES EDC 213 NINTH ST NORTH WILKESBORO NC 28659 UNRESTRICTED 5000 WILKES PREGNANCY CARE CENTER 1224 SCHOOL ST WILKESBORO NC 28697 UNRESTRICTED 250 PRESBYTERIAN HEALTHCARE FOUNDATION PO BOX 33549 CHARLOTTE NC 28233 UNRESTRICTED 1000 WILKES CC ENDOWMENT PO BOX 120 WILKESBORO NC 28697 UNRESTRICTED 1000 THE HEALTH FOUNDATION PO BOX 667 NORTH WILKESBORO NC 28659 UNRESTRICTED 10000 UNIVERSITY OF WISCONSIN-MANITOWOC 705 VIEBAHN ST MANITIWOC WI 54220 UNRESTRICTED 1000 WILKES HERITAGE MUSEUM PO BOX 935 WILKESBORO NC 28697 UNRESTRICTED 8000 YMCA OF NORTHWEST NC HWY 268W WILKESBORO NC 28697 UNRESTRICTED 10000 SKILLSUSA 14001 SKILLSUSA WAY LEESBURG VA 20176 UNRESTRICTED 1000 NC COMMUNITY FOUNDATION 4601 SIX FORKS ROAD RALEIGH NC 27609 UNRESTRICTED 1800 LINCOLN PARK ZOOLOGICAL SOCIETY PO BOX 321 MANITOWOC WI 54221 UNRESTRICTED 1000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 UNRESTRICTED 5000 PUTNAM EDUCATION PARTNERSHIP FOUNDA 1400 E SPRING ST COOKEVILLE TN 38506 UNRESTRICTED 2000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 UNRESTRICTED 250 THE WINSTON SALEM FOUNDATION 860 WEST FIFTH STREET WINSTON SALEM NC 27101 UNRESTRICTED 1000 UPPER CUMBERLAND DEV DISTRICT 1225 S WILLOW AVE COOKEVILLE TN 38506 UNRESTRICTED 750 52050 8 38956 5789 44753 44753 false false false false false false false false false false X X 1 LARRY D STONE 149 PARTRIDGE LANE WILKESBORO NC 28697 6470 X TAX RETURN PREPARATION 1500 1500 LARRY D STONE DIANE A STONE LARRY D STONE JR CHRIS D STONE PIMCO LOW DURATION FUND 65165 64665 VANGUARD SHORT TERM BOND 63631 62505 PIMCO EMERGING LOCAL BOND 60000 53494 EATON VANCE FLOATING RATE 33729 34102 ISHARES BARCLAYS SHORT TREAS 164036 164052 JPMORGAN HIGH YIELD 17500 17835 WELLS FARGO ADV ULTRA SHORT FIDELITY EMERGING MKTS 60000 56808 PIMCO FOREIGN BOND 57825 57991 FEDERATED STRATEGIC VALUE DIVIDEND 185000 221127 JP MORGAN MID CAP VALUE 95000 125141 VANGUARD MSCI EMERGING MARKETS 170198 169291 HARBOR CAP APPRECIATION 125000 171489 ISHARES RUSSELL 2000 24765 32387 KEELEY SMALL CAP VALUE 25000 31081 DELAWARE POOLED INTL EQUITY 90000 107610 ARTISAN INTL FUND 661 57825 63743 AQR MANAGED FUTURES AT COST 45000 48689 EATON VANCE GLOBAL MACRO AT COST 60000 57055 HUSSMAN STRATEGIC GROWTH AT COST 135000 114865 MERGER FUND AT COST 50000 50721 ISHARES GOLD TRUST AT COST 55086 40109 PIMCO COMMODITY REAL RETURN AT COST DRIEHAUS ACTIVE INCOME FUND AT COST 57825 57987 CREDIT SUISSE COMMODITY RETURN AT COST 40791 40180 SPDR DJ WILSHIRE R/E AT COST 39131 36874 VANGUARD REIT VIPER AT COST 79291 71403 DIVIDENDS RECEIVED AFTER 12/31 4284 3030 2012 EXCISE TAX 155 EXPENSES INVESTMENT EXPENSES 113 113 NONDIVIDEND DISTRIBUTIONS 2145 INVESTMENT FEES - WELL FARGO 20412 20412 FOREIGN TAXES PAID 716 716