Civic Intelligence

Edward E Stone Foundation

990PF • Fiscal year 2019 • EIN 20-8147488

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

co WEG-23 Old Kings Highway SouthDarien, CT 06820

(203) 656-5500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-123%

Higher net margin than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

3.1%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$4,470,375

Down $218,468 (-4.7%) from 2018

Net Assets

Down

$4,470,375

Down $218,468 (-4.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$167,758

Up $4,969 (+3.1%) from 2018

Expenses

Up

$373,984

Up $38,473 (+11%) from 2018

Net Income

Down

-$206,226

Down $33,504 (-19%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $5,020,936Liabilities 2011: $02011Assets 2012: $4,984,117Liabilities 2012: $02012Assets 2013: $5,254,152Liabilities 2013: $02013Assets 2014: $5,785,562Liabilities 2014: $02014Assets 2015: $5,498,817Liabilities 2015: $02015Assets 2016: $5,075,701Liabilities 2016: $0Net Assets 2016: $5,075,7012016Assets 2017: $4,873,918Liabilities 2017: $0Net Assets 2017: $4,873,9182017Assets 2018: $4,688,843Liabilities 2018: $0Net Assets 2018: $4,688,8432018Assets 2019: $4,470,375Liabilities 2019: $0Net Assets 2019: $4,470,3752019Assets 2020: $4,222,424Liabilities 2020: $0Net Assets 2020: $4,222,4242020Assets 2021: $4,405,477Liabilities 2021: $0Net Assets 2021: $4,405,4772021Assets 2022: $3,753,514Liabilities 2022: $0Net Assets 2022: $3,753,5142022Assets 2023: $3,787,078Liabilities 2023: $0Net Assets 2023: $3,787,0782023Assets 2024: $3,680,042Liabilities 2024: $0Net Assets 2024: $3,680,0422024

Highlighted filing

2019

Assets$4,470,375
Liabilities$0
Net Assets$4,470,375

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $143,785Expenses 2011: $273,889Net Income 2011: -$130,1042011Revenue 2012: $339,879Expenses 2012: $116,797Net Income 2012: $223,0822012Revenue 2013: $226,915Expenses 2013: $241,324Net Income 2013: -$14,4092013Revenue 2014: $960,765Expenses 2014: $256,490Net Income 2014: $704,2752014Revenue 2015: $361,459Expenses 2015: $341,515Net Income 2015: $19,9442015Revenue 2016: -$63,937Expenses 2016: $385,272Net Income 2016: -$449,2092016Revenue 2017: $114,815Expenses 2017: $339,144Net Income 2017: -$224,3292017Revenue 2018: $162,789Expenses 2018: $335,511Net Income 2018: -$172,7222018Revenue 2019: $167,758Expenses 2019: $373,984Net Income 2019: -$206,2262019Revenue 2020: $148,753Expenses 2020: $393,756Net Income 2020: -$245,0032020Revenue 2021: $462,444Expenses 2021: $289,545Net Income 2021: $172,8992021Revenue 2022: $141,442Expenses 2022: $484,298Net Income 2022: -$342,8562022Revenue 2023: $129,360Expenses 2023: $375,661Net Income 2023: -$246,3012023Revenue 2024: $321,122Expenses 2024: $487,203Net Income 2024: -$166,0812024

Highlighted filing

2019

Revenue$167,758
Expenses$373,984
Net Income-$206,226
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward E StoneChairman/TrusteePT$48,838-$48,838
Filing and Contact Details

Filer

Filer Name
Edward E Stone Foundation
EIN
20-8147488
Phone
2036565500
Address
co WEG-23 Old Kings Highway South, Darien, CT 06820

Signing Officer

Name
Edward E Stone
Title
Chairman/Trustee
Phone
2036565500
Signed
2020-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Wealth Enhancement Tax & Consulting LLC
Address
23 Old Kings Highway South, Darien, CT 06820
Preparer
Paul Papapostolou
Phone
2036565500
Raw XML AppendixShowing 400 of 411 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Edward E Stone
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.060660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.028473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04964791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04959826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05097900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05050738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05575470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05765504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0284769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.232608
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0284012
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0284769
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0757
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0284769
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WETCS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt023 Old Kings Highway South
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Darien
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02036565500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Educational Enrichment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Substance Recovery Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Ssustainable Rural Infrastructure
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Friends Without a Border
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Ponheary Ly Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Positive Directions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Trailblazer Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Lake Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(a)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2509(a)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3509(a)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4509(a)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01123 Broadway 1210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 17034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2420 Post Road West
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 3694
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41123 Broadway 1210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Westport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd383001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0256000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063221
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0221548
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0247483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0284769
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0184262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0221548
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012242
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized gain/loss on investments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0148
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PIMCO settlement
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0148
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt054366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Foundation Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt054366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt03100
TaxesSchedule/TaxesDetail/Amt14021
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax paid
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12011
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward E Stone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman/Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02036565500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edward E Stone Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0208147488
ReturnHeader/Filer/PhoneNum02036565500
ReturnHeader/Filer/USAddress/AddressLine1Txt0co WEG-23 Old Kings Highway South
ReturnHeader/Filer/USAddress/CityNm0Darien
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006820
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812393002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wealth Enhancement Tax & Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 Old Kings Highway South

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.32$0.49$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.13$0.38$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.14$0.48$0.34
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.46$0.29$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.15$0.39$0.25
2019Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.17$0.37$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.16$0.34$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.11$0.34$0.22
2016Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.06$0.39$0.45
2015Summary only. Only limited summary data is available for this year.$5.50$0.00$0.36$0.34$0.02
2014Summary only. Only limited summary data is available for this year.$5.79$0.00$0.96$0.26$0.70
2013Summary only. Only limited summary data is available for this year.$5.25$0.00$0.23$0.24$0.01
2012Summary only. Only limited summary data is available for this year.$4.98$0.00$0.34$0.12$0.22
2011Summary only. Only limited summary data is available for this year.$5.02$0.00$0.14$0.27$0.13