2024-11-15T14:13:37-06:00 2023-12-31 420714325 RSM US LLP 44 MONTGOMERY ST SUITE 3900 SAN FRANCISCO CA 94104 990PF 2023-01-01 366061300 JEROME H STONE FAMILY FOUNDATION C/O JIM STONE JERO 8474410610 83 WOODLEY RD WINNETKA IL 60093 JAMES STONE DIRECTOR 8474410610 2024-11-14 1 0 AUDREY R PFEIFFER P00932902 4158485300 2024-11-14 2023 2024-10-15 13:58:12Z X 8247585 X 320000 17134 17134 119570 119570 150681 446743 150681 2280 0 609665 287385 0 0 0 4659 466 4193 6500 3250 3250 6000 0 0 112717 21211 91506 129876 24927 98949 470025 470025 599901 24927 568974 9764 262458 1041144 414280 414280 499946 799946 788862 5543136 5879764 7014443 30000 30000 30000 7114226 7123990 8247585 0 0 X 0 0 492344 492344 6621882 6631646 7114226 7123990 7114226 7123990 7114226 9764 0 7123990 0 7123990 HARRIS - PUBLICLY TRADED SECURITIES 372829 279963 92866 92866 COLUMBIA ACORN FUND - PUBLICLY TRADED SECURITIES 10000 16099 -6099 -6099 CAPITAL GAINS DIVIDENDS P 63914 63914 63914 150681 3648 0 3648 0 3648 12573 0 0 0 12573 X 0 8925 8925 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A JIM STONE 8474410610 83 WOODLEY RD WINNETKA IL 60093 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CYNTHIA RASKIN 83 WOODLEY RD WINNETKA IL 60093 SECRETARY 1.00 0 0 0 JAMES H STONE 83 WOODLEY RD WINNETKA IL 60093 TREASURER 1.00 0 0 0 ELLEN STONE BELIC 83 WOODLEY RD WINNETKA IL 60093 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 6885460 745761 30000 7661221 0 0 7661221 114918 7546303 377315 377315 3648 3648 373667 2280 375947 0 375947 568974 0 568974 375947 0 0 8279 50366 122680 78798 142585 402708 568974 0 0 0 375947 193027 0 0 595735 0 0 0 0 0 0 8279 587456 50366 122680 78798 142585 193027 X A SAFE HAVEN 2750 ROOSEVELT RD CHICAGO IL 60608 NONE PUBLIC CHARITABLE 5000 AARP PO BOX 93207 LONG BEACH CA 90809 NONE PUBLIC CHARITABLE 40 AASP-FREE-N-DEED PO BOX 226 CHICAGO IL 60411 NONE PUBLIC CHARITABLE 10000 ABOVE & BEYOND FAMILY RECOVERY 2942 W LAKE STREET CHICAGO IL 60612 NONE PUBLIC CHARITABLE 3100 ALBANY PARK THEATER PROJECT PO BOX 25072 CHICAGO IL 60625 NONE PUBLIC CHARITABLE 1000 ALLIANCE DEFENDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 NONE PUBLIC CHARITABLE 250 ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVENUE SUITE 1700 CHICAGO IL 60601 NONE PUBLIC CHARITABLE 101000 AMERICAN JEWISH COMMITTEE 55 E MONROE ST CHICAGO IL 60603 NONE PUBLIC CHARITABLE 1250 AMERICAN PARKINSON DISEASE ASSOCIATION PO BOX 61420 STATEN ISLAND NY 10306 NONE PUBLIC CHARITABLE 250 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PUBLIC CHARITABLE 600 ART INSTITUTE OF CHICAGO 111 SOUTH MICHIGAN AVENUE CHICAGO IL 60130 NONE PUBLIC CHARITABLE 6365 BOUNCE CHILDREN'S FUND 255 BIRCHWOOD AVE DEERFIELD IL 60015 NONE PUBLIC CHARITABLE 3000 BRUSHWOOD CENTER AT RYERSON WOODS 21850 RIVERWOODS RD RIVERWOODS IL 60015 NONE PUBLIC CHARITABLE 2500 CEDILLE RECORDS 4311 N RAVENSWOOD AVE 202 CHICAGO IL 60613 NONE PUBLIC CHARITABLE 5800 CHICAGO BOTANIC GARDEN 1000 LAKE COOK RD GLENCOE IL 60022 NONE PUBLIC CHARITABLE 129 CHICAGO COUNCIL ON GLOBAL AFFAIRS TWO PRUDENTIAL PLAZA 180 N STETSON AVE CHICAGO IL 60601 NONE PUBLIC CHARITABLE 10000 CHICAGO FOUNDATION FOR WOMEN 140 SOUTH DEARBORN STREET SUITE 400 CHICAGO IL 60603 NONE PUBLIC CHARITABLE 1000 CHICAGO FURNITURE BANK 4801 S WHIPPLE STREET CHICAGO IL 60632 NONE PUBLIC CHARITABLE 29175 CHICAGO HUMANITIES FESTIVAL 500 N DEARBORN STREET SUITE 825 CHICAGO IL 60654 NONE PUBLIC CHARITABLE 18000 CINEMA CHICAGO - EDUCATIONAL 212 W VAN BUREN ST STE 400 CHICAGO IL 60607 NONE PUBLIC CHARITABLE 30000 COMMUNITY HEALTH 2611 W CHICAGO AVE CHICAGO IL 60622 NONE PUBLIC CHARITABLE 5000 CONGREGATION BJBE 1201 LAKE COOK RD DEERFIELD IL 60015 NONE PUBLIC CHARITABLE 3700 EXELLERATOR INC 4427 OLCOTT AVE EAST CHICAGO IN 46312 NONE PUBLIC CHARITABLE 200 FRACTURED ATLAS 228 PARK AVE S 56651 NEW YORK NY 10003 NONE PUBLIC CHARITABLE 1250 FRIENDS OF ELNET 5215 OLD ORCHARD ROAD SUITE 880 SKOKIE IL 60077 NONE PUBLIC CHARITABLE 10833 GARDENEERS 3414 W ROOSEVELT ROAD 2ND FLOOR CHICAGO IL 60624 NONE PUBLIC CHARITABLE 6500 GIARDANO DANCE 1754 N CLARK ST CHICAGO IL 60614 NONE PUBLIC CHARITABLE 5000 GLOBAL GIVING 1 THOMAS NW SUITE 800 WASHINGTON DC 20005 NONE PUBLIC CHARITABLE 250 HADASSAH CHICAGO-NORTH SHORE 900 SKOKIE BLVD SUITE 295 NORTHBROOK IL 60062 NONE PUBLIC CHARITABLE 500 HADLEY'S WOMENS BOARD 700 ELM STREET WINNETKA IL 60093 NONE PUBLIC CHARITABLE 490 HARVARD ALUMNI FOR WOMEN'S EMPOWERMENT 124 MT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 2250 HARVARD BUSINESS SCHOOL - CLUB OF CHICAGO 444 W LAKE ST STE 1700 CHICAGO IL 60606 NONE PUBLIC CHARITABLE 750 HARVARD CLUB OF CHICAGO 5706 E MOCKINGBIRD LANE SUITE 115 DALLAS TX 75206 NONE PUBLIC CHARITABLE 7500 HARVARD MAGAZINE 444 W LAKE ST STE 1700 CHICAGO IL 60606 NONE PUBLIC CHARITABLE 250 HIGHLAND PARK COMMUNITY FOUNDATION PO BOX 398 HIGHLAND PARK IL 60035 NONE PUBLIC CHARITABLE 1750 HIGHLAND PARK STRINGS 433 VINE AVE HIGHLAND PARK IL 60035 NONE PUBLIC CHARITABLE 500 HUMAN RIGHTS WATCH 350 FIFTH AVENUE 34TH FLOOR NEW YORK NY 10118 NONE PUBLIC CHARITABLE 16500 ILLINOIS HOLOCAUST MUSEUM 9603 WOODS DR SKOKIE IL 60077 NONE PUBLIC CHARITABLE 750 IN THESE TIMES 2040 N MILWAUKEE AVE CHICAGO IL 60647 NONE PUBLIC CHARITABLE 1000 INNOVATIONS HIGH SCHOOL 17 N STATE ST 3RD FLOOR CHICAGO IL 60602 NONE PUBLIC CHARITABLE 8000 INTERNATIONAL DZOGCHEN COMMUNITY PO BOX 403 NEW YORK NY 10118 NONE PUBLIC CHARITABLE 100 JCFS CHICAGO 216 W JACKSON BLVD SUITE 700 CHICAGO IL 60606 NONE PUBLIC CHARITABLE 3785 JEWISH CURRENTS POB 130049 BROOKLYN NY 11213 NONE PUBLIC CHARITABLE 100 JEWISH NATIONAL FUND USA 42 E 69TH STREET NEW YORK NY 10021 NONE PUBLIC CHARITABLE 3000 JUST ROOTS CHICAGO 2936 S WABASH AVE CHICAGO IL 60616 NONE PUBLIC CHARITABLE 5000 JUVENILE PROTECTIVE ASSOCIATION 1707 N HALSTED ST CHICAGO IL 60614 NONE PUBLIC CHARITABLE 11300 KEYNOTE PRODUCTIONS NFP 1540 GRANT ROAD NORTHBROOK IL 60062 NONE PUBLIC CHARITABLE 17500 LEAGUE OF CONSERVATION 740 15TH STREET NW 7TH FLOOR WASHINGTON DC 20005 NONE PUBLIC CHARITABLE 1000 LITTLE CITY FOUNDATION 1760 W ALGONQUIN RD PALATINE IL 60067 NONE PUBLIC CHARITABLE 13150 LYRIC OPERA OF CHICAGO 20 N WACKER DR CHICAGO IL 60606 NONE PUBLIC CHARITABLE 1000 MONO LAKE PO BOX 29 HIGHWAY 395 AT THIRD STREET LEE VINING CA 93541 NONE PUBLIC CHARITABLE 150 MUSEUM OF CONTEMPORARY ARTS 415 WALKER STREET NEW ORLEANS LA 70124 NONE PUBLIC CHARITABLE 1500 MUSIC INSTITUTE OF CHICAGO 1702 SHERMAN AVENUE EVANSTONI IL 60201 NONE PUBLIC CHARITABLE 22250 NATIONAL ASSOCIATION OF SOCIAL WORKERS 4957 OAKTON ST SKOKIE IL 60077 NONE PUBLIC CHARITABLE 281 NATIONAL AUDUBEN SOCIETY 225 VARICK ST NEW YORK NY 10014 NONE PUBLIC CHARITABLE 200 NATIONAL PARK FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 NONE PUBLIC CHARITABLE 250 NORTH SHORE CONGREGATION ISRAEL 123 WILLIAM ST 10TH FLOOR GLENCOE IL 60022 NONE PUBLIC CHARITABLE 17778 NORTHMOOR EDUCATION FOUNDATION 820 EDGEWOOD ROAD HIGHLAND PARK IL 60035 NONE PUBLIC CHARITABLE 500 NORTHWEST INDIANA CHURCH 970 MILLPOND RD STE B VALPARAISO IN 46385 NONE PUBLIC CHARITABLE 5474 PILGRIM CHAMBER PLAYERS 805 MOSELEY RD HIGHLAND PARK IL 60035 NONE PUBLIC CHARITABLE 3750 PLANNED PARENTHOOD 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 NONE PUBLIC CHARITABLE 200 RAVINA'S WOMEN'S BOARD 201 RAVINIA PARK ROAD HIGHLAND PARK IL 60035 NONE PUBLIC CHARITABLE 5100 RAVINIA FESTIVAL 2502 N CLARK STREET CHICAGO IL 60614 NONE PUBLIC CHARITABLE 7000 RAVINIA STEANS MUSIC INSTITUTE 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 NONE PUBLIC CHARITABLE 3000 RED CLAY DANCE COMPANY 808 E 63RD ST CHICAGO IL 60637 NONE PUBLIC CHARITABLE 6800 REFUGEE ONE 5705 N LINCOLN AVE CHICAGO IL 60659 NONE PUBLIC CHARITABLE 10000 SOCIAL & ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 NONE PUBLIC CHARITABLE 1500 SOUTHERN POVERTY LAW CENTER PO BOX 548 MONTGOMERY AL 36104 NONE PUBLIC CHARITABLE 500 THE SOLTI FOUNDATION US 1555 SHERMAN AVE 310 EVANSTON IL 60201 NONE PUBLIC CHARITABLE 400 THE VILLAGE CHICAGO 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 NONE PUBLIC CHARITABLE 2000 TREE PEOPLE 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 NONE PUBLIC CHARITABLE 500 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PUBLIC CHARITABLE 500 AMERICAN SOCIETY OF UNIVERSITY OF HAIFA 1410 BROADWAY SUITE 302 NEW YORK NY 10018 NONE PUBLIC CHARITABLE 1000 USC INSTITUTE FOR INTEGRATIVE HEALTH & WELLNESS 1200 N STATE STREET LOS ANGELES CA 90033 NONE PUBLIC CHARITABLE 10000 WFMT 5400 N SAINT LOUIS AVE CHICAGO IL 60625 NONE PUBLIC CHARITABLE 7000 WOMEN'S MEDIA GROUP PO BOX 2119 GRAND CENTRAL STATION NEW YORK NY 10163 NONE PUBLIC CHARITABLE 2500 WONDERWELL 139 KINGSTON RDG BIRMINGHAM AL 35211 NONE PUBLIC CHARITABLE 500 WRITERS THEATRE 325 TUDOR CT GLENCOE IL 60022 NONE PUBLIC CHARITABLE 1500 WTTW 5400 N ST LOUIS AVENUE CHICAGO IL 60625 NONE PUBLIC CHARITABLE 75 ALZHEIMER'S DISEASE RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 NONE PUBLIC CHARITABLE 450 470025 0 14 17134 14 119570 18 150681 RECOVERY OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS 14 2280 0 289665 0 289665 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES H STONE 83 WOODLEY RD WINNETKA IL 60093 320000 X ACCOUNTING FEES 6500 3250 3250 AMAZON.COM 131301 151940 AMERICAN FDS/INVEST CO OF AMER 881882 1297681 ALPHABET CI A 147878 192074 ARIEL APPRECIATION FUND 90503 85880 ARIEL FUND 153637 194512 AT&T 49071 29197 BANK OF AMERICA 105737 202020 CHARLES SCHWAB 126941 213280 CITIGROUP INC 222526 164608 COLUMBIA MGMT / ACORN FUND Z 2027225 1338743 COMCAST C1 A 32284 135847 CVS HEALTH CORP 103309 142128 EOG RECOURCES 154837 145140 FIDELITY INVESTMENTS 237640 485702 HILTON WORLDWIDE 74928 182090 HOWARD HUGHES 98061 111215 INTERPUBLIC GROUP 145008 228480 JOHNSON CONTROLS 46385 86460 LIBERTY BROADBAND CL C 136682 108797 MASCO 106539 147356 OAKMARK FUND 182254 543616 ORACLE 67917 186611 VANGUARD VFSIF ST CORP 3414 3332 VISA CL A 114883 182245 WELLS FARGO 94443 147660 WARNER BROS DISCOVERY 82411 73868 SEALED AIR CORP 111624 80344 BAXTER INTL INC 83821 85052 KROGER CO COM 66623 68565 799946 788862 0 0 PAINTINGS AT COST 30000 30000 LEGAL FEES 4659 466 4193 IL SECRETARY OF STATE 15 0 15 INVESTMENT COUNSELING 21211 21211 0 CONSULTING FEES RELATED TO CHARITABLE EXPENDITURES 79496 0 79496 MISCELLANEOUS CHARITABLE EXPENDITURES 11995 0 11995 RECOVERY OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS 2280 2280 EXCISE TAXES PAID 6000 0 0