2016-08-03T08:30:20-05:00 2015-12-31 311059983 WealthStone Tax Advisors 5000 Horizons Drive Columbus OH 43220 990PF 2015-01-01 300757986 Citrine Foundation CITR 6144712281 4304 Sunbury Rd Galena OH 43021 Annie Upper President 6144712281 2016-07-14 1 Nancy B Donner CPA P00631718 6142672600 2015 2016-12-15 16:53:06Z X 427375 X 206241 11424 11423 98193 1244556 98193 315858 109616 0 0 0 3409 3409 0 69 69 0 200 200 0 3678 3678 0 348000 348000 351678 3678 348000 -35820 105938 9443 13361 13361 508462 418241 414014 517905 431602 427375 0 0 X 517905 431602 0 0 0 0 517905 431602 517905 431602 517905 -35820 0 482085 50483 431602 Schwab #6083 P 629764 636643 -6879 -6879 Schwab #6083 P 613516 509720 103796 103796 Capital Gains Dividends P 1276 1276 1276 98193 0 29248 384076 0.076152 128701 207343 0.620715 0 8263 0.000000 0.696867 0.232289 466609 108388 1059 109447 348000 X 1059 0 1059 0 1059 1482 1482 423 423 0 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 466871 6844 0 473715 0 0 473715 7106 466609 23330 23330 1059 1059 22271 0 22271 0 22271 348000 0 348000 1059 346941 22271 0 0 118155 10762 128917 348000 0 0 0 22271 325729 0 0 454646 0 0 0 0 0 0 0 454646 118155 10762 325729 Annie Upper X Annie Upper 4041 Gulf Shore Blvd N Unit 1401 Naples FL 34103 6144712281 Written None None Alvis House 2100 Stella Ct Columbus OH 43215 none PC Community 10000 American Heart Association 5455 N High St Columbus OH 43214 none PC Community 25000 Amethyst 455 E Mound Street Columbus OH 43215 none PC Community 5000 Equality Ohio 118 E Main St 200 Columbus OH 43215 none PC Community 2000 Godman Guild 303 e 6th Ave Columbus OH 43201 none PC Community 1000 Otterbein University 1 South Grove St Westerville OH 43081 none PC Education 300000 United Way of Central Ohio 360 S 3rd St Columbus OH 43215 none PC Community 5000 348000 0 14 11424 18 98193 0 109617 0 109617 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 206241 X X 1 614 shs Vanguard Small Cap, 1,978 shs Vanguard High Dividend Yield and cash 206241 2015-12-22 Mutual Funds AT COST 418241 414014 Restate donations at carry-over basis 49483 IRS Tax Estimate 1000 State Filing Fee 200 200 0 Investment Fees 3409 3409 0 Foreign Tax 69 69 0