Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
JOHN ELWYN STONE TRUST UW 318177003
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 477   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH033020477
A Employer identification number

51-0175745
B Telephone number (see instructions)

(603) 229-5810
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,597,732J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 192,379 192,379  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 612,069
b Gross sales price for all assets on line 6a 2,901,898
7 Capital gain net income (from Part IV, line 2)... 612,069
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 804,448 804,448  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,807 50,807    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 575 575 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,858 1,128   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 208 208    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,448 52,718 0 0
25 Contributions, gifts, grants paid........ 363,004 363,004
26 Total expenses and disbursements. Add lines 24 and 25 416,452 52,718 0 363,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 387,996
b Net investment income (if negative, enter -0-) 751,730
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 97,772 56,672 56,672
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,467,260 Click to see attachment1,662,575 1,621,790
b Investments—corporate stock (attach schedule)........ 3,311,806 Click to see attachment3,303,571 4,466,114
c Investments—corporate bonds (attach schedule)........ 1,217,356 Click to see attachment1,459,368 1,453,156
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,094,194 6,482,186 7,597,732
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 6,094,194 6,482,186
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,094,194 6,482,186
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,094,194 6,482,186
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 6,094,194
2 Enter amount from Part I, line 27a..................... 2 387,996
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 6,482,190
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,482,186
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 1170. ABBVIE INC   2010-05-27 2013-01-15
b 35000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-02-18 2013-02-22
c 30000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-04-12 2013-02-22
d 60000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-02-18 2013-04-02
e 200. AFLAC INC   2008-05-12 2013-06-17
320. ABBOTT LABORATORIES   2013-01-15 2013-06-17
1054.048 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-23 2013-06-17
170. AMERICAN EXPRESS CO   2009-02-11 2013-06-17
220. ANALOG DEVICES INC   2008-11-13 2013-06-17
100. APACHE CORP COM   2008-08-12 2013-06-17
210. AUTODESK INC   2004-11-23 2013-06-17
180. AUTOMATIC DATA PROCESSING INC   2009-11-02 2013-06-17
280. BANK OF NEW YORK MELLON CORP COM   2011-02-11 2013-06-17
100. CHEVRONTEXACO CORP   2008-10-20 2013-06-17
450. CISCO SYSTEMS INC   2008-05-12 2013-06-17
210. COLGATE PALMOLIVE   2012-05-15 2013-06-17
160. CONOCOPHILLIPS   2012-05-02 2013-06-17
230. WALT DISNEY CO   2008-08-12 2013-06-17
390. E M C CORP MASS   2008-11-13 2013-06-17
110. EMERSON ELECTRIC CO   2010-01-12 2013-06-17
140. EXXON MOBIL CORP   2008-05-12 2013-06-17
22502.238 FIDELITY SPARTAN HIGH INCOME   2011-10-25 2013-06-17
70. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-14 2013-06-17
270. GENERAL ELECTRIC   2009-03-02 2013-06-17
410.996 HARBOR INTERNATIONAL FUND   2010-11-23 2013-06-17
200. HOME DEPOT INC   2011-05-09 2013-06-17
150. ILLINOIS TOOL WKS INC   2009-02-11 2013-06-17
400. INTEL CORP   2012-03-26 2013-06-17
220. J P MORGAN CHASE & CO   2008-05-12 2013-06-17
120. JOHNSON & JOHNSON   2004-11-23 2013-06-17
100. MCDONALDS CORP   2011-05-09 2013-06-17
170. MEDTRONIC INC   2009-02-11 2013-06-17
350. MICROSOFT CORP   2012-03-26 2013-06-17
60. MONSANTO CO NEW   2008-10-20 2013-06-17
140. ORACLE CORP   2011-02-11 2013-06-17
130. PEPSICO   2012-05-15 2013-06-17
140. PHILIP MORRIS INTL INC COM   2008-08-12 2013-06-17
110. PROCTER & GAMBLE CO   2010-01-12 2013-06-17
110. QUEST DIAGNOSTICS INC COM   2004-11-23 2013-06-17
1920. SPDR GOLD TRUST   2011-10-04 2013-06-17
130. SEMPRA ENERGY COMMON   2008-05-12 2013-06-17
90. SIGMA ALDRICH CORP   2008-11-13 2013-06-17
150. SOUTHERN CO   2008-07-30 2013-06-17
150. STATE STREET CORP COM   2008-11-13 2013-06-17
100. 3M CO   2009-02-11 2013-06-17
80. UNITED PARCEL SVC INC CL B   2009-03-02 2013-06-17
100. UNITED TECHNOLOGIES   2008-09-18 2013-06-17
140. UNITEDHEALTH GROUP INC COM   2002-07-17 2013-06-17
150. VERIZON COMMUNICATIONS   2008-08-12 2013-06-17
120. WALMART STORES, INC   2008-05-12 2013-06-17
320. WELLS FARGO & COMPANY COM NEW   2012-02-14 2013-06-17
120. YUM BRANDS INC   2011-05-09 2013-06-17
110. ZIMMER HLDGS INC   2008-11-13 2013-06-17
70. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-06 2013-06-17
480. COLGATE PALMOLIVE   2009-02-11 2013-07-01
310. PHILIP MORRIS INTL INC COM   2008-08-12 2013-07-01
170. SEMPRA ENERGY COMMON   2008-05-12 2013-07-01
14230.723 VANGUARD SHORT-TERM FED-ADM #549   2013-06-19 2013-07-29
30000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-02-18 2013-08-06
5000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2013-06-18 2013-08-06
70000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2011-10-26 2013-08-06
90000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2010-08-16 2013-11-13
1200. AFLAC INC   2012-02-14 2013-11-22
130. ABBOTT LABORATORIES   2013-01-15 2013-11-22
30. AMERICAN EXPRESS CO   2009-02-11 2013-11-22
1390. ANALOG DEVICES INC   2009-03-02 2013-11-22
675. APACHE CORP COM   2012-05-02 2013-11-22
1280. AUTODESK INC   2009-03-02 2013-11-22
1780. BANK OF NEW YORK MELLON CORP COM   2011-02-14 2013-11-22
10. COLGATE PALMOLIVE   2009-02-11 2013-11-22
20. CONOCOPHILLIPS   2009-02-11 2013-11-22
10. WALT DISNEY CO   2008-08-12 2013-11-22
680. EMERSON ELECTRIC CO   2010-01-12 2013-11-22
520. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-14 2013-11-22
40. GENERAL ELECTRIC   2009-03-02 2013-11-22
970. ILLINOIS TOOL WKS INC   2009-03-02 2013-11-22
2540. INTEL CORP   2010-11-23 2013-11-22
1335. J P MORGAN CHASE & CO   2010-11-23 2013-11-22
10. JOHNSON & JOHNSON   2004-11-23 2013-11-22
1105. MEDTRONIC INC   2009-03-02 2013-11-22
30. MICROSOFT CORP   2008-05-12 2013-11-22
10. PEPSICO   2010-01-12 2013-11-22
550. PHILIP MORRIS INTL INC COM   2010-01-12 2013-11-22
680. PROCTER & GAMBLE CO   2006-02-17 2013-11-22
720. QUEST DIAGNOSTICS INC COM   2004-11-23 2013-11-22
605. SEMPRA ENERGY COMMON   2010-11-23 2013-11-22
545. SIGMA ALDRICH CORP   2008-11-13 2013-11-22
930. STATE STREET CORP COM   2009-02-11 2013-11-22
470. UNITED PARCEL SVC INC CL B   2009-03-02 2013-11-22
965. VERIZON COMMUNICATIONS   2010-07-21 2013-11-22
1990. WELLS FARGO & COMPANY COM NEW   2012-02-14 2013-11-22
40. ZIMMER HLDGS INC   2008-11-13 2013-11-22
490. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-06 2013-11-22
.333 ALLEGION PLC   2013-11-22 2013-12-13
60000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2011-08-30 2013-12-17
15000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2013-06-18 2013-12-17
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 39,913   31,786 8,127
b 36,565   38,522 -1,957
c 31,438   31,109 329
d 62,389   66,038 -3,649
e 11,497   13,378 -1,881
11,752   10,649 1,103
32,317   28,238 4,079
12,505   5,499 7,006
10,051   4,369 5,682
8,644   10,503 -1,859
7,406   6,705 701
12,342   7,141 5,201
8,163   9,021 -858
12,068   6,799 5,269
11,070   11,632 -562
12,499   8,792 3,707
9,859   8,217 1,642
14,805   7,397 7,408
9,647   4,024 5,623
6,207   4,910 1,297
12,742   12,489 253
210,171   200,431 9,740
2,067   3,043 -976
6,395   2,074 4,321
26,928   23,677 3,251
15,160   7,323 7,837
10,566   5,285 5,281
9,989   10,326 -337
11,809   10,399 1,410
10,233   7,248 2,985
9,841   7,488 2,353
9,051   5,514 3,537
12,171   10,854 1,317
6,253   5,368 885
4,790   4,682 108
10,687   8,466 2,221
12,913   7,863 5,050
8,656   6,684 1,972
6,874   5,029 1,845
256,847   264,301 -7,454
10,450   7,528 2,922
7,330   3,810 3,520
6,661   5,408 1,253
10,014   6,160 3,854
11,174   5,129 6,045
6,900   3,099 3,801
9,473   6,253 3,220
8,996   3,229 5,767
7,564   4,885 2,679
8,967   6,977 1,990
12,924   9,657 3,267
8,541   6,499 2,042
8,724   4,716 4,008
3,457   3,441 16
27,811   15,058 12,753
27,148   17,411 9,737
13,680   9,845 3,835
152,269   152,411 -142
30,704   33,019 -2,315
5,117   5,148 -31
76,848   80,107 -3,259
93,688   101,763 -8,075
79,649   67,458 12,191
4,979   4,326 653
2,503   487 2,016
69,039   26,829 42,210
63,393   54,484 8,909
57,366   28,804 28,562
59,949   57,076 2,873
661   314 347
1,478   713 765
700   322 378
46,123   30,351 15,772
18,639   22,603 -3,964
1,079   307 772
76,703   32,770 43,933
60,934   60,014 920
76,548   56,905 19,643
953   604 349
63,393   34,467 28,926
1,128   902 226
856   615 241
47,718   26,568 21,150
57,526   41,269 16,257
44,567   32,916 11,651
54,114   28,949 25,165
47,453   23,071 24,382
67,613   34,084 33,529
47,737   18,207 29,530
48,407   28,958 19,449
87,898   58,115 29,783
3,552   1,715 1,837
25,411   24,087 1,324
14   14  
60,000   61,544 -1,544
15,000   15,155 -155
      45,095
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       8,127
b       -1,957
c       329
d       -3,649
e       -1,881
      1,103
      4,079
      7,006
      5,682
      -1,859
      701
      5,201
      -858
      5,269
      -562
      3,707
      1,642
      7,408
      5,623
      1,297
      253
      9,740
      -976
      4,321
      3,251
      7,837
      5,281
      -337
      1,410
      2,985
      2,353
      3,537
      1,317
      885
      108
      2,221
      5,050
      1,972
      1,845
      -7,454
      2,922
      3,520
      1,253
      3,854
      6,045
      3,801
      3,220
      5,767
      2,679
      1,990
      3,267
      2,042
      4,008
      16
      12,753
      9,737
      3,835
      -142
      -2,315
      -31
      -3,259
      -8,075
      12,191
      653
      2,016
      42,210
      8,909
      28,562
      2,873
      347
      765
      378
      15,772
      -3,964
      772
      43,933
      920
      19,643
      349
      28,926
      226
      241
      21,150
      16,257
      11,651
      25,165
      24,382
      33,529
      29,530
      19,449
      29,783
      1,837
      1,324
       
      -1,544
      -155
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 612,069
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 345,617 6,940,483 0.049797
2011 342,091 6,885,873 0.04968
2010 351,389 6,676,395 0.052632
2009 387,368 6,218,980 0.062288
2008 234,030 6,860,372 0.034113
2 Total of line 1, column (d) ...................... 2 0.24851
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.049702
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,251,279
5 Multiply line 4 by line 3....................... 5 360,403
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,517
7 Add lines 5 and 6......................... 7 367,920
8 Enter qualifying distributions from Part XII, line 4.............. 8 363,004
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 15,035
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 15,035
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,035
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,648
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,648
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 13,387
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTD Bank NA Telephone no.bullet (603) 229-5810
    Located atbullet143 NORTH MAIN STREETCONCORDNH ZIP+4bullet03301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    TD Bank NA Trustee
    1     		50,807    
    PO Box 477
    Concord,NH033020477
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    362,564
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    15,035
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,035
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    347,529
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    347,529
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    347,529
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 347,529
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 7,891
    d From 2011....... 2,923
    e From 2012....... 1,885
    fTotal of lines 3a through e......... 12,699
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 363,004
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 347,529
    e Remaining amount distributed out of corpus 15,475
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 28,174
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		28,174
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 7,891
    c Excess from 2011.... 2,923
    d Excess from 2012.... 1,885
    e Excess from 2013.... 15,475
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    DIVISION OF FOREST & LANDS
    ATTN SUSAN FRANCHER
    CONCORD,NH033021856     		NONE 501(C)(3) DAILY OPERATIONS 363,004
    Total .................................bullet 3a 363,004
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 192,373  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 612,075  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   804,448  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13804,448
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    JOHN ELWYN STONE TRUST UW 318177003
    EIN: 51-0175745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 575 575    

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    JOHN ELWYN STONE TRUST UW 318177003
    EIN: 51-0175745
    Name of Bond End of Year Book Value End of Year Fair Market Value
    35000 AT&T INC 4.45% 36,042 36,849
    60000 ANHEUSER-BUSCH 1.375% 60,525 59,874
    50000 BK OF NOVA SCOTIA 1.1% 50,053 50,240
    75000 BERKSHIRE HATHAWAY 5.40% 83,512 86,267
    60000 CATERPILLAR FINL SE 2.05 61,874 61,592
    35000 CISCO SYSTEMS INC 4.95% 38,529 39,369
    75000 COCA COLA CO 1.50% 72,357 76,415
    35000 COMCAST CORP 2.85% 34,800 32,361
    75000 GEN ELEC CAP CORP 5.6 82,668 85,320
    20000 GEN ELEC CAP CORP 1.625% 20,328 20,325
    75000 JPMORGAN CHASE & 6.00% 84,795 86,361
    80000 ONTARIO PROVINCE OF 1.65 79,458 76,784
    75000 ONTARIO PROVINCE 2.95% 77,828 77,090
    35000 PFIZER INC NOTES 5.35% 39,001 36,983
    30000 PROVINCE OF QUEBEC 2.750 30,472 28,943
    35000 SBC COMMUNICATIONS 5.10% 38,385 36,115
    35000 TOYOTA MOTOR CREDIT 2.00 36,162 36,001
    30000 US BANCORP 1.95% 30,044 29,839
    75000 WACHOVIA CORP 5.75% 85,723 86,481
    60000 WAL-MART STORES INC 1.50 61,690 61,142
    16302.394 FIDELITY HIGH INCOME 151,775 152,753
    7696.363 VANGUARD INFLTN PRTCT 203,347 196,052

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    JOHN ELWYN STONE TRUST UW 318177003
    EIN: 51-0175745
    Name of Stock End of Year Book Value End of Year Fair Market Value
    500 DELPHI AUTOMOTIVE PLC 28,784 30,065
    1090 COMCAST CORP SPECIAL CL A 51,518 54,369
    1455 WALT DISNEY CO 41,529 111,162
    1340 HOME DEPOT INC 39,833 110,336
    620 MCDONALDS CORP 22,108 60,159
    940 TIME WARNER INC 62,761 65,537
    830 YUM BRANDS INC 37,323 62,756
    900 CVS CORP 59,658 64,413
    900 COLGATE PALMOLIVE CO 28,235 58,689
    840 PEPSICO INCORPORATED 43,547 69,670
    720 WAL MART STORES INC 41,720 56,657
    710 CHEVRON CORPORATION 49,946 88,686
    975 CONOCOPHILLIPS 33,902 68,884
    860 EXXON MOBIL CORP 71,139 87,032
    790 NATIONAL-OILWELL INC 66,133 62,829
    1070 AMERICAN EXPRESS CO 17,381 97,081
    890 AMERICAN INTL GROUP INC 44,030 45,435
    410 AMERIPRISE FINANCIAL INC 44,055 47,171
    190 BLACKROCK INC CL A 57,611 60,129
    970 CIT GROUP INC COM NEW 48,482 50,566
    660 CME GROUP INC 55,301 51,784
    620 CAPITAL ONE FINANCIAL CORP 42,916 47,498
    1900 ABBOTT LABS CO 53,605 72,827
    1040 FIDELITY NATL INFORMATION 52,802 55,827
    740 JOHNSON & JOHNSON CO 44,696 67,777
    950 UNITEDHEALTH GROUP INC 25,086 71,535
    660 ZIMMER HLDGS INC 25,641 61,505
    253 ALLEGION PLC 10,531 11,180
    760 INGERSOLL-RAND PLC 41,372 46,816
    550 BOENIG CO 74,501 75,070
    920 DANAHER CORP SHS BEN INT 68,629 71,024
    1660 GENERAL ELECTRIC CO 12,749 46,530
    640 3M CO 32,827 89,760
    655 UNITED TECHNOLOGIES 35,023 74,539
    580 SEAGATE TECHNOLOGY PLC 27,775 32,573
    490 CHECK POINT SOFTWARE TECH 30,124 31,605
    1100 AGILENT TECHNOLOGIES INC 59,453 62,909
    170 APPLE COMPUTER INC 69,755 95,373
    2130 APPLIED MATERIALS 39,638 40,841
    1110 AUTO DATA PROCESSING INC 39,557 89,687
    2930 CISCO SYSTEMS INC 62,538 65,720
    2570 EMC CORPORATION/MASS 28,333 64,636
    2180 MICROSOFT CORPORATION 65,272 81,554
    900 ORACLE CORPORATION 30,147 34,434
    1450 TEXAS INSTRUMENTS 61,504 63,670
    1010 INTERNATIONAL PAPER CO 47,006 49,520
    395 MONSANTO CO NEW 32,934 46,037
    490 PRAXAIR INCORPORATED COMMO 61,602 63,715
    1480 CENTURYLINK INC 45,451 47,138
    935 SOUTHERN CO 33,351 38,438
    12081.518 INVESCO INTERNATIONA 323,664 414,396
    3867.357 BUFFALO SMALL CAP FD 101,777 144,330
    5670.612 HARBOR INTERNATIONAL 326,684 402,670
    4991.834 HARTFORD MUT FDS INC 118,143 141,918
    5335.669 PERKINS MID CAP VALUE 120,076 124,641
    5396.124 ROYCE SPECIAL EQUITY 113,413 135,011

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    JOHN ELWYN STONE TRUST UW 318177003
    EIN: 51-0175745
    US Government Securities - End of Year Book Value:

    1,662,575
    US Government Securities - End of Year Fair Market Value:

    1,621,790
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 OtherDecreasesSchedule
    Name:
    JOHN ELWYN STONE TRUST UW 318177003
    EIN: 51-0175745
    Description Amount
    ROUNDING ADJUSTMENT 4


    TY 2013 OtherExpensesSchedule
    Name:
    JOHN ELWYN STONE TRUST UW 318177003
    EIN: 51-0175745
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 104 104   0
    OTHER NON-ALLOCABLE EXPENSE - 104 104   0


    TY 2013 TaxesSchedule
    Name:
    JOHN ELWYN STONE TRUST UW 318177003
    EIN: 51-0175745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - INCOME 365 0   0
    FEDERAL ESTIMATES - PRINCIPAL 365 0   0
    FOREIGN TAXES ON QUALIFIED FOR 665 665   0
    FOREIGN TAXES ON NONQUALIFIED 463 463   0