2026-04-30T15:55:50-05:00 2025-12-31 812393002 Wealth Enhancement Tax & Consulting LLC 23 Old Kings Highway South Darien CT 06820 990PF 2025-01-01 208147488 Edward E Stone Foundation EDWA 2036565500 WETCS 23 Old Kings Hwy S 102 Darien CT 068204538 David B Himmelreich Trustee 2036565500 2026-04-30 1 Paul Papapostolou P01539652 2036565500 2026-04-30 2025 2025-03-06 01:10:19Z X 4639445 X X 148511 144739 250082 1308868 250082 398593 394821 30000 15000 15000 5500 5500 0 61300 61300 0 8109 5309 0 1567 69 1498 106476 87178 16498 332000 332000 438476 87178 348498 -39883 307643 77807 169441 169441 451 3478039 3242364 4323671 123745 122702 146333 3680042 3534507 4639445 0 0 X 3680042 3534507 3680042 3534507 3680042 3534507 3680042 -39883 0 3640159 105652 3534507 Fidelity #7172 P 2025-12-31 39365 39677 -312 -312 Fidelity #7172 P 2025-12-31 220585 177752 42833 42833 Fidelity #4453 P 2025-12-31 261439 143651 117788 117788 Fidelity #9875 P 2025-12-31 358525 353368 5157 5157 Fidelity #9875 P 2025-12-31 185347 147019 38328 38328 Fidelity #0975 P 2025-12-31 72971 72982 -11 -11 Fidelity #0975 P 2025-12-31 1214 1297 -83 -83 Fidelity #0975 P 2025-12-31 131490 123040 8450 8450 Capital Gains Dividends P 37932 37932 37932 250082 4276 0 4276 0 4276 3251 0 0 0 3251 0 1025 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 0 N/A WETCS 2036565500 23 Old Kings Hwy S Darien CT 06820 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Wannisa Chaiyakode Stone c/o WEG - 23 Old Kings Hwy S Darien CT 06820 Trustee 3.00 30000 0 0 David B Himmelreich c/o WEG - 23 Old Kings Hwy S Darien CT 06820 trustee 0.25 0 0 0 NONE 0 NONE 0 0 4659399 50844 0 4710243 0 0 4710243 70654 4639589 231979 231979 4276 4276 227703 0 227703 0 227703 348498 0 348498 227703 0 0 55477 166096 221573 348498 0 0 0 227703 120795 0 0 342368 0 0 0 0 0 0 0 342368 55477 166096 120795 X Friends Without a Border 1123 Broadway 1210 New York NY 10010 None PF General 220000 Ponheary Ly Foundation PO Box 17034 Austin TX 78760 None PF Educational Enrichment 52000 The Lake Clinic 1123 Broadway 1210 New York NY 10010 None PF General 60000 332000 0 14 148511 18 250082 0 398593 0 398593 0 0 0 0 0 0 0 0 0 0 Tax preparation 5500 5500 0 The Foundation elects to distribute excess qualifying distributions to prior years under code section 4942. Equities 1953900 2948758 Fixed income 1034052 997107 Alternatives 254412 377806 Real estate AT COST 122702 146333 Security Basis Adjustment 105652 Investment expenses 69 69 0 Other 1498 0 1498 Investment Management Fees 59050 59050 0 Foundation Services 2250 2250 0 Foreign tax paid 5309 5309 0 2025 Estimated tax payment 2800 0 0