2018-05-04T09:29:14-05:00 2017-12-31 812393002 WEALTH ENHANCEMENT TAX & CONSULTING LLC 23 Old Kings Hwy S Darien CT 06820 990PF 2017-01-01 208147488 Edward E Stone Foundation EDWA 2036565500 c/o WEG-23 Old Kings Highway South Darien CT 06820 Edward E Stone Chairman/Trustee 2036565500 2018-05-03 1 Thomas W Hynes P00019525 2036565500 2017 2022-09-23 18:48:47Z X 5200056 X X 100419 98322 14396 1729009 14396 114815 112718 42600 21300 21300 5000 5000 0 55606 53356 2250 4038 2266 1772 6900 0 6900 114144 81922 32222 225000 225000 339144 81922 257222 -224329 30796 1140394 735735 735735 2785 2477 2477 3932522 4135706 4461844 5075701 4873918 5200056 0 0 X 5075701 4873918 5075701 4873918 5075701 4873918 5075701 -224329 22546 4873918 0 4873918 iShares Total US Stock Market P 2017-01-18 2017-06-01 11990 11225 765 765 iShares ACWIETF P 2017-06-01 2017-08-11 8187 8199 -12 -12 iShares Shrt Trs Bd P 2017-01-18 2017-07-21 15663 15671 -8 -8 iShares Commodities Select P 2017-01-18 2017-04-17 1930 1993 -63 -63 Vanguard Small Cap P 2017-01-18 2017-04-04 12932 13006 -74 -74 iShares Gold Trust P 2017-12-31 10721 11212 -491 -491 Timessquare Mid Cap Growth P 2016-12-27 2017-08-14 15757 14249 1508 1508 Yacktman Focused P 2016-12-27 2017-08-14 31484 28636 2848 2848 CRM Mid Cap Value P 2016-12-08 2017-08-14 11685 10923 762 762 GS Strategic Income P 2017-06-20 2742 2708 34 34 Homestead Small Company P 2016-12-30 2017-08-14 4113 4136 -23 -23 Timessquare Mid Cap Growth P 2017-08-14 270637 241187 29450 29450 Yacktman Focused P 2017-08-14 262046 296846 -34800 -34800 CRM Mid Cap Value P 2017-08-14 269257 267572 1685 1685 Doubleline Total Return P 2017-06-20 199975 208593 -8618 -8618 GS Strategic Income P 2017-06-20 147648 160366 -12718 -12718 Homestead Small Company P 2017-08-14 168928 149149 19779 19779 Tortoise Energy Infra P 2014-07-22 2017-08-14 41579 69493 -27914 -27914 CRM Mid Cap Value P 2017-08-14 18149 19958 -1809 -1809 Tortoise Energy Infra P 2007-06-26 2017-08-14 24905 29367 -4462 -4462 Tortoise Energy Infra P 2017-08-14 24905 12533 12372 12372 Chevron P 2017-11-15 43730 41934 1796 1796 Commerce Bancshares P 2017-12-19 45 29 16 16 General Mills P 2017-09-12 32823 29857 2966 2966 JM Smucker P 2017-08-30 29953 36234 -6281 -6281 Valspar Corp P 2017-05-04 43865 29537 14328 14328 Capital Gains Dividends P 23360 23360 23360 14396 0 306380 5050738 0.060660 241748 5575470 0.043359 164159 5765504 0.028473 142105 5694804 0.024953 26332 5473294 0.004811 0.162256 0.032451 5097900 165432 308 165740 257222 X 308 0 308 0 308 2785 0 0 2785 0 2477 2477 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 4120970 1054563 0 5175533 0 0 5175533 77633 5097900 254895 254895 308 308 254587 0 254587 0 254587 257222 0 257222 308 256914 254587 224231 0 0 257222 224231 0 0 32991 0 0 0 0 0 0 0 0 221596 0 0 0 X Friends Without a Broder 1123 Broadway 1210 New York NY 10010 None 509(a) General 100000 Ponheary Ly Foundation PO Box 17034 Austin TX 78760 None School Educational Enrichment 50000 Positive Directions 420 Post Road West Westport CT 06880 None 509(a) Substance Recovery Program 20000 Trailblazer Foundation PO Box 3694 Jackson WY 83001 None 509(a) Ssustainable Rural Infrastructure 50000 JDRF 26 Broadway New York NY 10004 None 509(a) General support 5000 225000 0 14 100419 18 14396 0 114815 0 114815 0 0 0 0 0 0 0 0 0 0 Tax preparation 5000 5000 0 The Foundation elects to distribute excess qualifying distributions to prior years under code section 4942. Equities 1820069 2115700 Fixed income 865759 866686 Alternative 673676 686173 Balanced 686340 671197 Real estate 89862 122088 Unrealized gain/loss on investments 22546 Investment Management Fees 50393 50393 0 Foundation Services 2250 0 2250 Trustee fees 2963 2963 0 Foreign tax paid 494 494 0 Payroll tax 3544 1772 1772