2024-11-05T08:36:13-06:00 2024-06-30 853507350 AWD PC 114 BAY STREET BLDG A EASTON MD 21601 990PF 2023-07-01 824413424 WATSON STONE FAMILY FOUNDATION INC WATS 4108205248 8404 AVELEY MANOR LN EASTON MD 21601 DANIEL S WATSON VICE PRESIDENT 4108205248 2024-10-22 1 1 COREY DUNCAN P00115973 4108224008 2024-10-21 2023 2024-10-15 13:58:12Z X 1792732 X X 68460 68460 0 68460 68460 0 0 0 2500 2500 0 2500 2500 0 78900 78900 81400 2500 78900 -12940 65960 1146023 1133083 1133083 242062 242062 300522 293790 293790 346418 13929 12709 12709 1695804 1681644 1792732 0 0 X 0 0 0 0 1695804 1681644 1695804 1681644 1695804 1681644 1695804 -12940 0 1682864 1220 1681644 917 0 917 0 917 13626 0 0 0 13626 0 12709 920 11789 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A THE FOUNDATION 4108205248 8404 AVELEY MANOR LN EASTON MD 21601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRENDA H STONE 8404 AVELEY MANOR LANE EASTON MD 21601 PRESIDENT 0.00 0 0 0 DANIEL S WATSON 8404 AVELEY MANOR LANE EASTON MD 21601 VICE PRESIDENT/SEC/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 617056 1172882 0 1789938 0 0 1789938 26849 1763089 88154 88154 917 917 87237 0 87237 0 87237 78900 0 78900 87237 0 0 101310 562 101872 78900 0 0 0 78900 0 8337 8337 93535 0 0 0 0 0 0 0 93535 92973 562 BRENDA H STONE DANIEL S WATSON X ACADEMY ART MUSEUM 106 SOUTH ST EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE ARTS 1000 ALLEGRO ACADEMY 315 GOLDSBOROUGH ST EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE MUSIC CONSERVATORY 1000 ATKINS ARBORETUM 12610 EVELAND RD RIDGELY MD 21660 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE EDUCATION 1000 AVALON FOUNDATION 40 E DOVER STREET EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE ARTS 3000 BALTIMORE BANNER 621 EAST PRATT STREET BALTIMORE MD 21202 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE PUBLIC AFFAIRS 300 BAMM 31 JOWITE STREET EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE CHILDREN EDUCATION 300 BAYWATER ANIMAL RESCUE 4930 BUCKTOWN RD CAMBRIDGE MD 21613 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE ANIMAL WELFARE 300 CHESAPEAKE FORUM PO BOX 544 EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE LIFELONG LEARNING 500 CHESAPEAKE LEGAL ALLIANCE PO BOX 6482 ANNAPOLIS MD 21401 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE NATURE CONSERVATION 5000 CHESAPEAKE MULTICULTURAL RESOURCE CENTER 331 E DOVER ST EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE CULTURAL WELFARE 10000 CHESAPEAKE WILDLIFE HERITAGE 46 PENNSYLVANIA AVE EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE WILDLIFE CONSERVATORY 300 DELMARVA NESTING FOUNDATION 6480 LOCUST GROVE ROAD EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE WILDLIFE PRESERVATION 300 DUKE UNIVERSITY LEMUR CENTER 3705 ERWIN RD DURHAM NC 27705 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE WILDLIFE PRESERVATION 800 EARTH & SKY PO BOX 2548 KYLE TX 78640 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE NATURE CONSERVATION 500 EASTON VOLUNTEER FIRE DEPARTMENT 315 LEONARD RIECK DR EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE PRESERCATION OF LIFE & PROPERTY 300 FAIRPLAY 89 SOUTH ST BOSTON MA 02111 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE CHILDREN WELFARE 5000 FOR ALL SEASONS 300 TALBOT ST EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE MENTAL HEALTH 1000 HABITAT FOR HUMANITY 8610 COMMERCE DR EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE HUMANITARIAN HOMES 500 HORN POINT LAB - UMCES PO BOX 775 CAMBRIDGE MD 21613 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE ENVIRONMENTAL WELFARE 500 HUMANE SOCIETY OF TALBOT COUNTY 7894 OCEAN GTWY EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE ANIMAL WELFARE 500 LEAGUE OF CONSERVATION VOTERS 740 15TH STREET NW 7TH FLOOR WASHINGTON DC 20005 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE ENVIRONMENTAL ADVOCACY 1000 LEAGUE OF WOMEN VOTERS 1730 M STREET NW SUITE 1000 WASHINGTON DC 20036 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE WOMEN ADVOCACY 300 MARYLAND FOOD BANK 2200 HALETHORPE FARMS RD BALTIMORE MD 21227 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE FOOD DISTRIBUTION 10000 MARYLAND MATTERS PO BOX 11121 TAKOMA PARK MD 20913 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE PUBLIC AFFAIRS 300 MARYLAND PUBLIC TELEVISION 11767 OWINGS MILLS BLVD OWINGS MILLS MD 21117 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE EDUCATION 1500 MARYLAND ZOO 1 SAFARI PL BALTIMORE MD 21217 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE PRESERVATION OF WILDLIFE 300 MID-SHORE COMMUNITY FOUNDATION INC 102 EAST DOVER STREET EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE COMMUNITY OUTREACH 1000 NATIONAL ALLIANCE TO END HOMELESSNESS 1518 K ST NW 2ND FLOOR WASHINGTON DC 20005 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE SOCIAL WELFARE 10000 NATURE CONSERVATORY 425 BARLOW PLACE STE 100 BETHESDA MD 20814 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE NATURE CONSERVATION 1000 OLD-GROWTH FOREST NETWORK PO BOX 21 EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE FOREST CONSERVATION 500 PARDADA PARDADI EDUCATIONAL SOCIETY 114-B GROUND FL KHIRKI VILLAGE NEW DELHI IN NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE WOMEN EMPOWERMENT 1500 PICKERING CREEK AUDUBON CENTER 11450 AUDUDON DR EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE NATURE CONSERVATION 2500 PLANNED PARENTHOOD 330 N HOWARD ST BALTIMORE MD 21201 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE REPRODUCTIVE HEALTH 500 SHORERIVERS 114 SOUTH WASHINGTON ST STE 301 EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE WATER CONSERVATORY 5100 ST MICHAELS FIREWORKS FUND PO BOX 247 ST MICHAELS MD 21663 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE COMMUNITY WELFARE 200 TALBOT COUNTY EMPTY BOWLS 102 EAST DOVER STREET EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE COMMUNITY WELFARE 200 TALBOT HISTORICAL SOCIETY 30 S WASHINGTON ST EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE HISTORICAL EDUCATION 300 TALBOT HOSPICE FDN 586 CYNWOOD DR EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE END-OF-LIFE CARE 1500 TALBOT INTERFAITH SHELTER PO BOX 2004 EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE SOCIAL WELFARE 5000 TALBOT MENTORS 108 MARYLAND AVE STE 102 EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE CHILDREN WELFARE 1000 TALBOT SPY 127 GOLDSBOROUGH ST EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE PUBLIC AFFAIRS 300 THE DOLLYWOOD FOUNDATION 111 DOLLYWOOD LN PIGEON FORGE TN 37863 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE CHILDREN EDUCATION 300 THE PENN FUND 2929 WALNUT STREET STE 300 PHILADELPHIA PA 19104 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE EDUCATION 300 UNITED FUND OF TALBOT COUNTY 121 N WASHINGTON ST EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE COMMUNITY WELFARE 300 WAMU 885 4401 CONNECTICUT AVE NW WASHINGTON DC 20008 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE PUBLIC AFFAIRS 300 WATERFOWL FESTIVAL 40 SOUTH HARRISON STREET EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE NATURE CONSERVATION 1000 WYPR 2216 N CHARLES ST BALTIMORE MD 21218 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE PUBLIC AFFAIRS 300 YMCA OF THE CHESAPEAKE 111-1 EAST DOVER ST EASTON MD 21601 NONE PUBLIC FUND ORGANIZED CHARITIES PLANNED PURPOSE HEALTH 300 78900 0 14 68460 0 68460 0 68460 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2500 2500 0 FOUNDATION'S INVESTMENTS 990PF PAGE 2 PART II VANGUARD FEDERAL MONEY MARKET FUND $1,138,483VANGUARD S&P 500 INDEX ETF $304,248ISHARES MSCI CHINA ETF $42,170INTEL CORP $97,122BERKSHIRE HATHAWAY INC $203,400 STOCKS 242062 300522 EXCHANGE TRADED FUNDS FMV 293790 346418 EXCISE TAX RECEIVABLE 13929 12709 12709 EXCISE TAX 2023 917 EXCISE TAX PER NOTICE 303