2018-11-14T15:36:41-06:00 2017-12-31 311059983 WealthStone Tax Advisors 5000 Horizons Drive Columbus OH 43220 990PF 2017-01-01 300757986 Citrine Foundation CITR 6144712281 4041 Gulfshore Blvd N Unit 1401 Naples FL 34103 Annie Upper President 6144712281 2018-11-01 1 Gina M Grote CPA P00745312 6142672600 69.58.112.11 2018-11-01 16:09:33 ED P BBC6FF48F749624228983DC5C77016F783C914CC 4869E5F49B9973F149F13A18DEB0F85868CD0247 2017 2019-02-21 02:37:17Z X 533600 X 200441 9216 9216 61626 361197 61626 271283 70842 0 0 0 4081 4081 0 73 73 0 100 100 0 4254 4254 0 127100 127100 131354 4254 127100 139929 66588 2997 1917 1917 368448 443648 531683 371445 445565 533600 0 0 X 371445 445565 0 0 0 0 371445 445565 371445 445565 371445 139929 0 511374 65809 445565 Schwab #6083 P 54203 53272 931 931 Schwab #6083 P 306029 246299 59730 59730 Capital Gains Dividends P 965 965 965 61626 0 278466 405509 0.686707 346941 466609 0.743537 29248 384076 0.076152 128701 207343 0.620715 0 8263 0.000000 2.127111 0.425422 404986 172290 666 172956 127100 1332 0 1332 0 1332 1239 0 0 1239 0 93 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 0 0 0 1 N/A Annie Upper 6144392529 4041 Gulf Shore Blvd N Unit 1401 Naples FL 34103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Annie Upper 4041 Gulf Shore Blvd N Unit 1401 Naples FL 34103 President 1.00 0 0 0 NONE 0 NONE 0 0 407887 3266 0 411153 0 0 411153 6167 404986 20249 20249 1332 1332 18917 0 18917 0 18917 127100 0 127100 0 127100 18917 0 0 118155 10762 325729 258559 713205 127100 0 0 0 18917 108183 0 0 821388 0 0 0 0 0 0 0 821388 118155 10762 325729 258559 108183 Annie Upper X Annie Upper 4041 Gulf Shore Blvd N Unit 1401 Naples FL 34103 6144712281 Written None None Amethyst 455 E Mound Street Columbus OH 43215 none PC Community 20600 Otterbein University 1 South Grove St Westerville OH 43081 none PC Education 25000 Stonewall Columbus 1160 N High St Columbus OH 43201 none PC Community 50000 United Way of Central Ohio 360 S 3rd St Columbus OH 43215 none PC Community 10000 Unity of Naples 2000 Unity Way Naples FL 34112 none PC Community 10000 American Red Cross 995 E Broad Street Columbus OH 43205 none PC Community 10000 Reeb Avenue Center 280 Reeb Avenue Columbus OH 43207 none PC Community 1500 127100 0 14 9216 18 61626 0 70842 0 70842 0 0 0 0 0 0 0 0 0 0 X X 1 Annie Upper 4041 Gulf Shore Blvd N Unit 1401 Naples FL 34103 193751 X X 2 Annie Upper 4041 Gulf Shore Blvd N Unit 1401 Naples FL 34103 6690 X 1 1,301 shs iShares Russell 1000; cash 193751 2017-12-27 Mutual Funds AT COST 443648 531683 Restate donations at carry-over basis 65809 State Filing Fee 100 100 0 Investment Fees 2081 2081 0 Tax Prep Fees 1600 1600 0 Financial Planning Fees 400 400 0 Foreign Tax 73 73 0