2015-06-10T14:27:47-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 1966 GREENSPRING DRIVE SUITE 300 TIMONIUM MD 210934161 990PF 2014-01-01 522156862 STONE FAMILY FOUNDATION INC STON 4103470506 7 ST PAUL ST NO 910 BALTIMORE MD 212021626 ANNE STONE PRESIDENT 4103470506 2015-05-05 1 MELISSA LAFFERTY CPA P01222987 4104530900 2014 2016-02-25 16:41:14Z X 1237756 X 77621 14798 14798 34085 138859 71977 389 0 126893 86775 0 0 0 2000 2000 0 3528 3528 0 880 430 0 6408 5958 0 53000 53000 59408 5958 53000 67485 80817 821 759 759 54118 89604 89604 682508 751268 1063254 122645 86017 84139 860092 927648 1237756 0 0 X 0 0 0 0 860092 927648 860092 927648 860092 927648 860092 67485 71 927648 0 927648 1860.465 BROWN ADVISORY INTERMEDIATE INCOME 2011-12-30 2014-05-16 20000 20930 -930 -930 1395.349 BROWN ADVISORY INTERMEDIATE INCOME 2011-12-30 2014-12-16 15000 15698 -698 -698 193 EXXON MOBIL CORP 1950-01-01 2014-12-16 17182 66 17116 17116 324 MERCK AND CO INC 1988-01-01 2014-12-16 18756 188 18568 18568 11723 WASATCH FDS INC 2013-03-08 2014-05-16 31068 30000 1068 1068 CAPITAL GAINS DIVIDENDS P 36853 36853 36853 71977 0 43659 1052346 0.041487 40751 891872 0.045692 0 808595 0.000000 25000 676462 0.036957 29980 529923 0.056574 0.180710 0.036142 1199788 43363 808 44171 53000 X 808 0 808 0 808 815 815 7 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A HUGH A MITCHELL JR 4103470506 7 ST PAUL ST STE 910 BALTIMORE MD 212021626 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE L STONE 10 BOWEN MILL ROAD BALITMORE MD 21212 DIRECTOR/PRESIDENT/TREAS 0.00 0 0 0 JAMES D STONE JR 5 HANSON STREET BOSTON MA 02118 DIRECTOR/VICE-PRESIDENT 0.00 0 0 0 JOHN L STONE 25067 HALL ROAD CHESHIRE OR 97419 DIRECTOR/SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 1160299 57760 0 1218059 0 0 1218059 18271 1199788 59989 59989 808 808 59181 0 59181 0 59181 53000 0 53000 808 52192 59181 52116 0 0 53000 52116 0 0 884 0 0 0 0 0 0 0 0 58297 0 0 0 ANNE L STONE X BALTIMORE COMMUNITY FOUNDATION 2 EAST READ STREET 9TH FLOOR BALTIMORE MD 21202 NONE 501(C)(3) OPERATING FUNDS 10000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE 501(C)(3) OPERATING FUNDS 10000 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE 501(C)(3) OPERATING FUNDS 20000 SKIDMORE COLLEGE 815 NORTH BROADWAY SARATOGA SPRINGS NY 12866 NONE 501(C)(3) OPERATING FUNDS 13000 53000 0 14 14798 18 34085 EXCISE TAX REFUND 389 0 49272 0 49272 0 0 0 0 0 0 0 0 0 0 X X 1 ANNE L STONE 10 BOWEN MILL ROAD BALTIMORE MD 21212 77621 X X 1 193 SHARES OF EXXON MOBILE; 324 SHARES OF MERCK AND CO.; 212 SHARES OF VARIAN MED. SYSTEM 56834 2014-12-30 ACCOUNTING FEES 2000 2000 0 BROWN INVESTMENTS 86017 84139 BROWN INVESTMENTS 751268 1063254 EXCISE TAX REFUND 389 389 RECONCILIATION DIFFERENCE 71 INVESTMENT ADVISOR FEE 3528 3528 0 FOREIGN TAXES 430 430 0 ESTIMATED 2013 TAXES 450 0 0