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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 09-01-2015 , and ending 08-31-2016
Name of foundation
THE STONE TRUST CORPORATION
C/O AARON HANTMAN
Number and street (or P.O. box number if mail is not delivered to street address)680 WASHINGTON BLVD 10TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STAMFORD, CT06901
A Employer identification number

06-0552923
B Telephone number (see instructions)

(203) 302-7300
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,597,441J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 135,456
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 94,210 94,210 94,210
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -3,440
b Gross sales price for all assets on line 6a 17,092
7 Capital gain net income (from Part IV, line 2)... 16,335
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)....... Click to see attachment 7,450 0 7,450
12 Total. Add lines 1 through 11........ 233,676 110,545 101,660
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 11,780 2,356 2,356 9,424
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34,798 0 0 32,584
19 Depreciation (attach schedule) and depletion... Click to see attachment 51,528 0 0
20 Occupancy.............. 56,604 0 0 56,604
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 22,628 0 0 22,628
23 Other expenses (attach schedule)....... Click to see attachment 72,978 0 0 72,978
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 250,316 2,356 2,356 194,218
25 Contributions, gifts, grants paid....... 10,500 10,500
26 Total expenses and disbursements. Add lines 24 and 25 260,816 2,356 2,356 204,718
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,140
b Net investment income (if negative, enter -0-) 108,189
c Adjusted net income (if negative, enter -0-)... 99,304
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 706,188 766,271 766,271
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet318,975
Less: allowance for doubtful accounts bullet1,078 473,863 317,897 317,897
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 25,478 12,106 12,106
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 9,705 Click to see attachment9,500 9,500
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,480,877 Click to see attachment3,686,550 3,686,550
14 Land, buildings, and equipment: basis bullet1,367,380
Less: accumulated depreciation (attach schedule) bullet656,681 643,278 Click to see attachment710,699 710,699
15 Other assets (describe bullet) Click to see attachment92,266 Click to see attachment94,418 Click to see attachment94,418
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,431,655 5,597,441 5,597,441
Liabilities 17 Accounts payable and accrued expenses.......... 5,283 5,283
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)......... 5,283 5,283
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 482,421 536,871
25 Temporarily restricted............... 1,937,498 1,798,793
26 Permanently restricted............... 3,006,453 3,256,494
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
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 instructions)..... 5,426,372 5,592,158
31 Total liabilities and net assets/fund balances (see instructions). 5,431,655 5,597,441
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
5,426,372
2
Enter amount from Part I, line 27a .....................
2
-27,140
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
192,926
4
Add lines 1, 2, and 3 ..........................
4
5,592,158
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,592,158
Form 990-PF (2015)
Form 990-PF (2015)
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 PUBLICLY TRADED SECURITIES - LT, DONATED      
b
c
d
e
(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 17,092   757 16,335
b
c
d
e
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       16,335
b
c
d
e
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 16,335
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 0
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 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))
2014 209,325 4,215,596 0.049655
2013 258,554 3,626,292 0.071300
2012 216,459 3,101,315 0.069796
2011 210,517 2,629,741 0.080052
2010 218,428 1,934,875 0.112890
2
Total of line 1, column (d) .....................
20.383693
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
0.076739
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,250,614
5
Multiply line 4 by line 3......................
5
326,188
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,082
7
Add lines 5 and 6........................
7
327,270
8
Enter qualifying distributions from Part XII, line 4.............
8
204,718
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,164
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 2,164
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 2,164
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 9,911
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,911
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,747
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,200 RefundedBullet 11 5,547
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 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletCT
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletBEERS HAMERMAN COHEN BURGER PC Telephone no.bullet (203) 787-6527

    Located atbullet234 CHURCH STREETNEW HAVENCT ZIP+4bullet06510
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 instructions)? ........
    1b
     
    No
    ........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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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
     
     
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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
    JOHN HULLAR PRESIDENT
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    EDWARD BARLOW PRESIDENT EMERITUS
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    JAMES GREER PRESIDENT EMERITUS
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    AARON HANTMAN VICE PRESIDENT, TREASURER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    AMY CHEN VICE PRESIDENT, SECRETARY
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    CAMILLE CHWALEK VICE PRESIDENT
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    DANA MARTIN VICE PRESIDENT
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    DOUGLAS HAUSLADEN VICE PRESIDENT
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    MARIZA SCOTCH VICE PRESIDENT
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    J LLOYD SUTTLE VICE PRESIDENT
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    AARON ZELINSKY VICE PRESIDENT
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    ELEANOR MARSH BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    SAMUEL AYRES BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    EMILY BAKEMEIER BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    ELIZABETH BARLOW BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    ROBERT BRUCE BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    GEORGE BUCHANAN BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    JOHN CONNELLY BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    WILLIAM CROWLEY ESQ BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    JONATHAN DACH BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    SHEILA FORD HAMP BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    WILLIAM B LIGHTEN BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    HARRY OLIVAR JR BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    PHILIP PILLSBURY JR BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    LOUIS POLK JR BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    ROLAND THOMFORDE BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    JAMES THOMPSON BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    W PERRY WELCH BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    MICHAEL WARNER BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    KONRAD KALBA BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    MATTHEW J KAUTZ BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    CHRISTIAN JENSEN BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    PENELOPE LAURANS BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    DAHLIA MIGNOUNA BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    SELENE OH BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    ALISON FENN BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    AARON BERMAN BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    CINCO PAUL BOARD MEMBER
    1.00     		0 0 0
    145 HIGH STREET
    NEW HAVEN,CT06511
    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 PROVIDE A FORUM FOR THE EXERCISE OF STUDENT'S INTELLIGENCE AND THE FORMATION OF THEIR CHARACTER IN THE PRESENCE OF CONTEMPORARY STUDENTS AND WITH THE ADVICE OF FACULTY MEMBERS AS WELL AS OUTSIDE SPEAKERS HAVING MANY DIVERSE INTERESTS AND BACKGROUNDS 194,218
    2  
    3  
    4  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    3,521,393
    b
    Average of monthly cash balances.......................
    1b
    793,951
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,315,344
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,315,344
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    64,730
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,250,614
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    212,531
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    204,718
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    204,718
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    204,718
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$  
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
    99,304 96,979 87,641 54,058 337,982
    b 85% of line 2a ......... 84,408 82,432 74,495 45,949 287,285
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		204,718 209,325 258,554 216,459 889,056
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		10,500 10,500 8,000 8,000 37,000
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		194,218 198,825 250,554 208,459 852,056
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		141,687 140,520 120,877 103,377 506,461
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    CAMILLE CHWALEK
    DANA MARTIN
    EDWARD BARLOW
    JAMES GREER
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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
    YALE UNIVERSITY
    145 HIGH STREET
    NEW HAVEN,CT06511     		  501(C)(3) FUNDING RESEARCH FOR JUNIOR FACULTY (ARTHUR GREER PRIZE) 10,000
    YALE UNIVERSITY
    145 HIGH STREET
    NEW HAVEN,CT06511     		  501(C)(3) FUNDING FOR LIBRARY 500
    Total .................................bullet 3a 10,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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....         7,450
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 94,210  
    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 ............     		        -3,440
    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).. 0 94,210 4,010
    13Total. Add line 12, columns (b), (d), and (e)..................
    1398,220
    (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.)
    2 STUDENTS PAY ANNUAL DUES TO BELONG TO THE ORGANIZATION AND PARTICIPATE IN THE VARIOUS EDUCATIONAL ACTIVITIES.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    THE STONE TRUST CORPORATION
    C/O AARON HANTMAN
    Employer identification number

    06-0552923
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE STONE TRUST CORPORATION
    C/O AARON HANTMAN         		Employer identification number
    06-0552923
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    CAMILLE CHWALEK  
    70 CELESTIAL WAY
     
    JUNO BEACH, FL33408

    		$ 17,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    DANA MARTIN  
    131 BRIDLE TRAIL ROAD
     
    NEEDHAM, MA02492

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    JAY GREER  
    227 CHURCH ST UNIT 12D
     
    NEW HAVEN, CT06510

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    WILLIAM LIGHTEN  
    48 WELLINGTON RD
     
    NEW ROCHELLE, NY10804

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    AARON HANTMAN  
    680 WASHINGTON BLVD 10TH FLOOR
     
    STAMFORD, CT06901

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    DANIEL LEFFELL  
    47 VERDUN AVENUE
     
    NEW ROCHELLE, NY10804

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    THE STONE TRUST CORPORATION
    C/O AARON HANTMAN         		Employer identification number
    06-0552923
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
     
     

    SAMUEL SUTPHIN  
    3603 E RAYMOND ST
     
    INDIANAPOLIS, IN46203

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
     
     

    ROGER ALLING CO WELLS FARGO BANK TR  
    505 CARR ROAD 2ND FLOOR
     
    WILMINGTON, DE19809

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
     
     

    ROBERT WOODWARD  
    3027 Q STREET NW
     
    WASHINGTON, DC20007

    		$ 7,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE STONE TRUST CORPORATION
    C/O AARON HANTMAN         		Employer identification number

    06-0552923
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE STONE TRUST CORPORATION
    C/O AARON HANTMAN         		Employer identification number

    06-0552923
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDIT FEES 11,780 2,356 2,356 9,424

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    ROOF REPAIR 1987-02-25 9,000 9,000 SL 15.000000000000 0 0 0  
    FIRE ALARM SYSTEM 1991-08-29 3,042 3,042 SL 15.000000000000 0 0 0  
    BUILDING ALARM SYSTEM 1992-08-31 3,837 3,837 SL 5.000000000000 0 0 0  
    BUILDING ADDITION 1997-08-31 465,449 279,270 SL 30.000000000000 15,515 0 15,515  
    BUILDING 1950-01-01 50,000 50,000 SL 30.000000000000 0 0 0  
    PAINTINGS 1985-12-13 2,325 2,325 PRE 5.000000000000 0 0 0  
    LAND 1950-01-01 32,630   NC 0 % 0 0 0  
    TV 2000-01-31 1,045 1,045 SL 5.000000000000 0 0 0  
    BUILDING RENOVATIONS 1999-11-30 109,117 57,286 SL 30.000000000000 3,637 0 3,637  
    LANDSCAPING 2000-06-07 6,482 4,942 SL 20.000000000000 324 0 324  
    FRAMED PICTURES 2000-02-28 1,303 1,303 SL 5.000000000000 0 0 0  
    STEREO 2002-05-14 750 750 SL 5.000000000000 0 0 0  
    BUILDING IMPROVEMENTS 2001-01-01 18,177 10,048 SL 30.000000000000 606 0 606  
    ROOF IMPROVEMENTS 2004-12-19 11,639 8,216 SL 15.000000000000 761 0 761  
    KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 2011-09-19 5,469 3,060 SL 7.000000000000 781 0 781  
    LIBRARY FURNITURE 2005-08-23 16,450 16,450 SL 5.000000000000 0 0 0  
    CARPET 2005-09-21 9,764 9,764 SL 5.000000000000 0 0 0  
    ALARM SYSTEM FOR BUILDING 2005-12-03 2,120 2,120 SL 5.000000000000 0 0 0  
    TABLES 2005-12-12 1,485 1,485 SL 5.000000000000 0 0 0  
    REFRIGERATOR 2005-12-13 3,281 3,281 SL 5.000000000000 0 0 0  
    FURNITURE 2006-03-20 4,064 4,064 SL 5.000000000000 0 0 0  
    LAMPS 2006-04-05 1,108 1,108 SL 5.000000000000 0 0 0  
    LAMPS 2006-06-11 391 391 SL 5.000000000000 0 0 0  
    NEW ROOF FOR BUILDING 2007-05-01 353,686 98,246 SL 30.000000000000 11,790 0 11,790  
    MACBOOK FOR CAPITAL CAMPAIGN (MIK) 2011-05-22 1,567 1,332 SL 5.000000000000 235 0 235  
    BOOK AND SNAKE SILVER VASE (1920'S) 2010-12-12 2,510 397 SL 30.000000000000 84 0 84  
    BUCHANAN ASSOCIATES - COSTS OF RENOVATION STUDIES 2016-02-01 10,800   SL 30.000000000000 210 0 210  
    KITCHEN EQUIPMENT - DEPOSIT 2011-09-15 7,065 4,037 SL 7.000000000000 1,009 0 1,009  
    KITCHEN PLUMBING AND CABINET INSTALL 2011-09-15 8,925 5,100 SL 7.000000000000 1,275 0 1,275  
    KITCHEN RENOVATION-REMAINING WORK 2011-09-15 25,723 14,699 SL 7.000000000000 3,675 0 3,675  
    RENOVATION STUDIES 2016-02-01 55,746   SL 39.000000000000 834 0 834  
    FURNISH AND INSTALL WALL TO DISPLAY CUPS 2012-08-31 15,000 3,000 SL 15.000000000000 1,000 0 1,000  
    KITCHEN RENOVATION, NON-EQUIPMENT COSTS 2011-09-15 4,332 578 SL 30.000000000000 144 0 144  
    DISHWASHER 2012-11-12 4,631 2,624 SL 5.000000000000 926 0 926  
    ALARM PANEL - SECURITY ALARM 2012-11-12 1,850 1,048 SL 5.000000000000 370 0 370  
    PETRA CONSTRUCTION CO 2016-02-01 6,900   SL 39.000000000000 103 0 103  
    BUCHANAN ASSOCIATES ARCHITECTS 2016-02-01 13,225   SL 39.000000000000 198 0 198  
    BOILER IMPROVEMENTS - NEW FITTING AND PIPE RAISED OFF FLOOR, RE-PIPE B 2014-03-30 4,025 815 SL 7.000000000000 575 0 575  
    STAIRWELL AND WALL IMPROVEMENTS 2014-08-01 23,535 1,020 SL 25.000000000000 941 0 941  
    BREAKFAST WOODWORKS TABLE 2015-11-04 13,372   SL 10.000000000000 1,114 0 1,114  
    RAILING & WELDING 2014-10-07 8,136 298 SL 25.000000000000 325 0 325  
    AUTOMATIC DOORS 2015-04-22 17,133 228 SL 25.000000000000 685 0 685  
    GREAT ROOM RUGS 2015-06-04 7,944 397 SL 5.000000000000 1,589 0 1,589  
    FIRE SUPPRESSION SYSTEM 2016-08-02 88,526   SL 25.000000000000 295 0 295  
    BREAFAST WOODWORKS - TABLE 2015-11-04 11,775   SL 10.000000000000 981 0 981  
    K&M CONSTRUCTION PROJECT WORK 2015-12-23 3,438   SL 39.000000000000 59 0 59  
    KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 2011-09-19 11,112 6,217 SL 7.000000000000 1,455 0 1,455  
    GENOVESE & MASSARO REPLACED AIR HANDLER 2016-03-02 1,980   SL 39.000000000000 25 0 25  
    GENOVESE & MASSARO ELECTRICAL WORK FOR STOVE 2016-07-17 3,300   SL 39.000000000000 7 0 7  

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    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    KITCHEN EQUIPMENT - DISPOSED 2011-09 PURCHASED 2016-08     11,112   0 -3,440 7,672

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS - SCHEDULE ATTACHED 9,500 9,500

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS (RESTRICTED) - SCHEDULE ATTACHED FMV 1,393,640 1,393,640
    EXCHANGE TRADED FUNDS (RESTRICTED) FMV 2,292,910 2,292,910

    TY 2015 LandEtcSchedule2
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    ROOF REPAIR 9,000 9,000 0  
    FIRE ALARM SYSTEM 3,042 3,042 0  
    BUILDING ALARM SYSTEM 3,837 3,837 0  
    BUILDING ADDITION 465,449 294,785 170,664  
    BUILDING 50,000 50,000 0  
    PAINTINGS 2,325 2,325 0  
    LAND 32,630 0 32,630  
    TV 1,045 1,045 0  
    BUILDING RENOVATIONS 109,117 60,923 48,194  
    LANDSCAPING 6,482 5,266 1,216  
    FRAMED PICTURES 1,303 1,303 0  
    STEREO 750 750 0  
    BUILDING IMPROVEMENTS 18,177 10,654 7,523  
    ROOF IMPROVEMENTS 11,639 8,977 2,662  
    KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 5,469 3,841 1,628  
    LIBRARY FURNITURE 16,450 16,450 0  
    CARPET 9,764 9,764 0  
    ALARM SYSTEM FOR BUILDING 2,120 2,120 0  
    TABLES 1,485 1,485 0  
    REFRIGERATOR 3,281 3,281 0  
    FURNITURE 4,064 4,064 0  
    LAMPS 1,108 1,108 0  
    LAMPS 391 391 0  
    NEW ROOF FOR BUILDING 353,686 110,036 243,650  
    MACBOOK FOR CAPITAL CAMPAIGN (MIK) 1,567 1,567 0  
    BOOK AND SNAKE SILVER VASE (1920'S) 2,510 481 2,029  
    BUCHANAN ASSOCIATES - COSTS OF RENOVATION STUDIES 10,800 210 10,590  
    KITCHEN EQUIPMENT - DEPOSIT 7,065 5,046 2,019  
    KITCHEN PLUMBING AND CABINET INSTALL 8,925 6,375 2,550  
    KITCHEN RENOVATION-REMAINING WORK 25,723 18,374 7,349  
    RENOVATION STUDIES 55,746 834 54,912  
    FURNISH AND INSTALL WALL TO DISPLAY CUPS 15,000 4,000 11,000  
    KITCHEN RENOVATION, NON-EQUIPMENT COSTS 4,332 722 3,610  
    DISHWASHER 4,631 3,550 1,081  
    ALARM PANEL - SECURITY ALARM 1,850 1,418 432  
    PETRA CONSTRUCTION CO 6,900 103 6,797  
    BUCHANAN ASSOCIATES ARCHITECTS 13,225 198 13,027  
    BOILER IMPROVEMENTS - NEW FITTING AND PIPE RAISED OFF FLOOR, RE-PIPE B 4,025 1,390 2,635  
    STAIRWELL AND WALL IMPROVEMENTS 23,535 1,961 21,574  
    BREAKFAST WOODWORKS TABLE 13,372 1,114 12,258  
    RAILING & WELDING 8,136 623 7,513  
    AUTOMATIC DOORS 17,133 913 16,220  
    GREAT ROOM RUGS 7,944 1,986 5,958  
    FIRE SUPPRESSION SYSTEM 88,526 295 88,231  
    BREAFAST WOODWORKS - TABLE 11,775 981 10,794  
    K&M CONSTRUCTION PROJECT WORK 3,438 59 3,379  
    GENOVESE & MASSARO REPLACED AIR HANDLER 1,980 25 1,955  
    GENOVESE & MASSARO ELECTRICAL WORK FOR STOVE 3,300 7 3,293  


    TY 2015 OtherAssetsSchedule
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CONSTRUCTION IN PROGRESS 86,671 86,671 86,671
    PREPAID EXCISE TAX 5,595 7,747 7,747


    TY 2015 OtherExpensesSchedule
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UNDERGRADUATE EDUCATION 62,585 0 0 62,585
    INSURANCE 4,375 0 0 4,375
    SPECIAL EVENTS 3,450 0 0 3,450
    MISCELLANEOUS 2,568 0 0 2,568


    TY 2015 OtherIncomeSchedule2
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MEMBERSHIP DUES AND ASSESSMENTS 7,450   7,450


    TY 2015 OtherIncreasesSchedule
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 192,926


    TY 2015 TaxesSchedule
    Name:
    THE STONE TRUST CORPORATION
     
    C/O AARON HANTMAN
    EIN:
    06-0552923
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      32,584 0 0 32,584
    TAX EXPENSE PER BOOKS 2,214 0 0 0