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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE STONE FOUNDATION OF MICHIGAN
 
Number and street (or P.O. box number if mail is not delivered to street address)27235 OVID
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FRANKLIN, MI48025
A Employer identification number

27-0439220
B Telephone number (see instructions)

(248) 421-4161
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$10,724,490J 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) 718,979
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 255,356 255,356  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 719,520
b Gross sales price for all assets on line 6a 3,657,785
7 Capital gain net income (from Part IV, line 2)... 719,520
8 Net short-term capital gain.........  
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........ 1,693,855 974,876  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,000 8,400   33,600
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 18,910 9,455   9,455
c Other professional fees (attach schedule).... Click to see attachment 46,608 46,608   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,687 2,928   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 14,387 14,387   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,592 81,778   43,055
25 Contributions, gifts, grants paid....... 420,000 420,000
26 Total expenses and disbursements. Add lines 24 and 25 547,592 81,778   463,055
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,146,263
b Net investment income (if negative, enter -0-) 893,098
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 377,027 498,529 498,529
2 Savings and temporary cash investments......... 375,394 1,639,259 1,721,299
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 516,427 Click to see attachment523,421 535,644
b Investments—corporate stock (attach schedule)....... 3,502,654 Click to see attachment3,183,894 5,260,367
c Investments—corporate bonds (attach schedule)....... 1,677,349 Click to see attachment1,643,000 1,721,607
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,060,427 Click to see attachment1,071,104 987,044
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) 7,509,278 8,559,207 10,724,490
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,509,278 8,559,207
29 Total net assets or fund balances (see instructions)..... 7,509,278 8,559,207
30 Total liabilities and net assets/fund balances (see instructions). 7,509,278 8,559,207
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,509,278
2
Enter amount from Part I, line 27a .....................
2
1,146,263
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,655,541
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
96,334
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,559,207
Form 990-PF (2020)
Form 990-PF (2020)
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 P    
b FROM RMWC DIRECT LENDING FUND II, LP P    
c CAPITAL GAINS DIVIDENDS P    
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 3,591,016   2,938,265 652,751
b 15,101     15,101
c 51,668     51,668
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       652,751
b       15,101
c       51,668
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 2 719,520
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 12,414
c All other domestic foundations enter 1.39% 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 12,414
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 12,414
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,120
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,200
8 Enter any penalty for underpayment of estimated tax. Check here 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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,786
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,786 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 the instructions
for the 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)
    bulletMI
    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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ofbulletGWEN WEINER Telephone no.bullet (248) 855-3251

    Located atbullet27235 OVIDFRANKLINMI ZIP+4bullet48025
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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:
    Yes
    No
    (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
    Yes
     
    .........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). Click to see attachment
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    GWEN WEINER DIRECTOR & PRESIDENT
    5.00     		42,000 0 0
    27235 OVID
    FRANKLIN,MI48025
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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 (2020)
    Form 990-PF (2020)
    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
    7,372,819
    b
    Average of monthly cash balances.......................
    1b
    321,630
    c
    Fair market value of all other assets (see instructions)................
    1c
    987,044
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,681,493
    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
    8,681,493
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    130,222
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,551,271
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    427,564
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    427,564
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,414
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,414
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    415,150
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    415,150
    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
    415,150
    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
    463,055
    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
    463,055
    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
    463,055
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 415,150
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 77,824
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 463,055
    a Applied to 2019, but not more than line 2a 77,824
    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 2020 distributable amount..... 385,231
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		29,919
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    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 (2020)
    Form 990-PF (2020)
    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
    AIE FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001     		N/A PC TO SUPPORT ISRAEL 50,000
    AMERICAN JOINT COMMITTEE
    220 EAST 42ND STREET
    NEW YORK,NY10017     		N/A PC TO PROVIDE SUPPORT JEWISH COMMUNITIES. 7,000
    BEAUMONT FOUNDATION
    3711 W THIRTEEN MILE ROAD
    ROYAL OAK,MI480736769     		N/A PC FOR RESEARCH 180,000
    CARE HOUSE OF OAKLAND
    44765 WOODARD AVENUE
    PONTIAC,MI483415021     		N/A PC TO SUPPORT FAMILIES AND CHILDERN 25,000
    CITY YEAR DETROIT
    1 FORD PL 1F
    DETROIT,MI48202     		N/A PC PROVIDING SUPPORT TO DETROIT STUDENTS TO REDUCE DROP OUT RATES 5,000
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD AVENUE
    DETROIT,MI48201     		N/A PC PROMOTION OF MUSICAL UNDERSTANDING 10,000
    GLEANERS FOOD BANK
    120 EAST COLUMBIA AVENUE
    PONTIAC,MI48340     		N/A PC TO FEED THE LESS FORTUNATE 30,000
    HEBREW FREE LOAN
    131 STEUART ST SUITE 520
    SAN FRANCISCO,CA94105     		N/A PC TO PROVIDE ASSISTANCE TO LOW INCOME FAMILIES 2,000
    JVS WOMEN TO WORK
    29699 SOUTHFIELD ROAD
    SOUTHFIELD,MI48076     		N/A PC TO HELP THE UNEMPLOYED 5,000
    OAKLAND FAMILY SERVICES
    114 ORCHARD LAKE RD
    PONTIAC,MI48341     		N/A PC TO SUPPORT FAMILIES AND CHILDREN 10,000
    STARFISH FAMILY SERVICES
    330000 HIVELEY
    INKSTER,MI48141     		N/A PC TO SUPPORT FAMILIES AND CHILDREN 30,000
    THE HENRY FORD
    20900 OAKWOOD BLVD
    DEARBORN,MI48124     		N/A PC TO PROVIDE UNIQUE EDUCATION EXPERIENCES FROM AMERICA'S TRADITIONS OF INGENUITY AND INNOVATION 25,000
    YAD EZRA
    2850 W 11 MILE ROAD
    BERKLEY,MI48072     		N/A PC TO PROVIDE ASSITANCE TO LOW INCOME FAMILIES 2,000
    JEWISH WOMENS FOUNDATION
    130 E 59TH STREET
    NEW YORK,NY10022     		N/A PC TO SUPPORT THE WOMEN OF THE JEWISH COMMUNITY 4,000
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE MAIL CODE H18
    CLEVELAND,OH44195     		N/A PC FOR RESEARCH 25,000
    CHILD SAFE MICHIGAN
    30301 NORTHWESTERN HWY STE 100
    FARMINGTON HILLS,MI48334     		N/A PC TO SUPPORT FAMILIES AND CHILDREN 5,000
    DCDS CARES FUND
    22305 WEST THIRTEEN MILE ROAD
    BEVERLY HILLS,MI48025     		N/A PC TO SUPPORT FAMILIES AND CHILDREN 5,000
    Total .................................bullet 3a 420,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 255,356  
    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 ............     		    18 719,520  
    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).. 0 974,876 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    974,876
    (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 (2020)
    Form 990-PF (2020)
    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) (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) (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 instructions.
    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 (2020)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE STONE FOUNDATION OF MICHIGAN
     
    Employer identification number

    27-0439220
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE STONE FOUNDATION OF MICHIGAN
          		Employer identification number
    27-0439220
    Part I
    Contributors
    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
    JOSHUA J STONE 15-YEAR CHARITABLE LEAD UNITRUST
     
    27235 OVID
     
    FRANKLIN, MI48025

    		$ 361,424


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JOSHUA J STONE 20-YEAR CHARITABLE LEAD UNITRUST
     
    27235 OVID
     
    FRANKLIN, MI48025

    		$ 328,487


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    JOSHUA J STONE 20-YEAR CHARITABLE LEAD UNITRUST
     
    27235 OVID
     
    FRANKLIN, MI48025

    		$ 29,068


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE STONE FOUNDATION OF MICHIGAN
          		Employer identification number

    27-0439220
    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
    2
    		 MARKETABLE SECURITIES $ 328,487 2020-11-25
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE STONE FOUNDATION OF MICHIGAN
          		Employer identification number

    27-0439220
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,910 9,455   9,455

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE STONE FOUNDATION INC
          		585 HORNBLOWER LANE
    LONGBOAT KEY,FL34228     		2016-06-09 5,888,574 TRANSFER TO NEW PRIVATE FOUNDATION TO ACCOMMODATE FAMILY GRANT MAKING     FIRST REPORT ISSUED 5/21/18   N/A
    THE EUNICE AND JOSHUA J STONE FOUNDATION
          		1432 NORWOOD AVENUE
    CHICAGO,IL60660     		2016-06-09 5,888,574 TRANSFER TO NEW PRIVATE FOUNDATION TO ACCOMMODATE FAMILY GRANT MAKING     FIRST REPORT ISSUED 5/12/18   N/A
    THE STONE FOUNDATION INC
          		585 HORNBLOWER LANE
    LONGBOAT KEY,FL34228     		2018-01-30 603 TRANSFER TO NEW PRIVATE FOUNDATION TO ACCOMMODATE FAMILY GRANT MAKING     FIRST REPORT ISSUED 2/8/18   N/A
    THE EUNICE AND JOSHUA J STONE FOUNDATION
          		1432 NORWOOD AVENUE
    CHICAGO,IL60660     		2018-01-30 603 TRANSFER TO NEW PRIVATE FOUNDATION TO ACCOMMODATE FAMILY GRANT MAKING     FIRST REPORT ISSUED 2/8/18   N/A

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FEDERATED HERMES TOTAL RETURN BOND FUND CLASS R6 SHARES (CISGX) 491,999 519,093
    METROPOLITAN WEST FDS TOTAL RET CL I (MWTIX) 495,988 512,831
    VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES (VBTLX) 417,285 443,339
    AMERICAN HONDA FINANCE (02665WCD1) 13,986 14,034
    TORONTO-DOMINION BANK (89114QBL1) 13,856 14,117
    ABBOTT LABORATORIES (002824BA7) 9,086 9,249
    BANK OF MONTREAL (06367WJM6) 9,037 9,293
    ASTRAZENECA PLC (046353AQ1) 14,009 14,395
    DUKE ENERGY CAROLINAS (26442CAV6) 9,098 9,526
    APPLE INC (037833DV9) 9,997 10,116
    CHEVRON CORP (166764BK5) 14,161 14,696
    WALMART INC (931142EK5) 13,245 13,977
    BANK OF NY MELLON CORP (06406FAD5) 8,919 9,418
    ABBVIE INC (00287YBC2) 9,202 9,817
    GOLDMAN SACHS GROUP INC (38141GXL3) 10,000 10,038
    COCA-COLA CO/THE (191216CN8) 9,623 9,912
    CITIGROUP INC (172967MF5) 9,170 9,792
    MCDONALD'S CORP (58013MFN9) 9,107 10,017
    COMCAST CORP (20030NCS8) 8,272 9,183
    WALT DISNEY COMPANT/THE (254687FV3) 9,014 9,426
    JPMORGAN CHASE & CO (46647PBT2) 10,000 10,105
    VISA INC. (92826CAL6) 9,024 9,558
    CVS HEALTH CORP (126650DM9) 14,952 15,107
    AT&T INC (00206RKG6) 14,986 15,331
    PEPSICO INC (713448EZ7) 8,984 9,237

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STERLING CAPITAL EQUITY INCOME INSTL (BEGIX) 102,036 135,533
    TOUCHSTONE SANDS CAPITAL SELECT GROWTH FUND INSTITUTIONAL CLASS (CISGX) 44,443 178,040
    EUROPACIFIC GROWTH FUND CLASS F3 (FEUPX) 292,010 369,381
    MFS INTERNATIONAL DIVERSIFICATION CL I (MDIJX) 8,951 12,518
    MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6 (MINJX) 212,596 354,149
    T. ROWE PRICE MID-CAP GROWTH FUND I CLASS (RPTIX) 370 1,133
    SCHWAB INTERNATIONAL INDEX (SWISX) 14,187 17,878
    VANGUARD 500 INDEX FUND ADMIRAL SHARES (VFIAX) 921,868 2,079,107
    VANGUARD DEVELOPED MARKETS IDX ADMIRAL (VTMGX) 252,767 305,655
    VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL (VWILX) 30,530 61,231
    ABB LTD SPON ADR (ABB) 6,831 10,036
    ABBOTT LABS (ABT) 813 1,305
    ACCENTURE PLC SHS (ACN) 7,150 12,711
    AIA GROUP LTD (AAGIY) 6,409 8,975
    AIR LIQUIDE ADR (AIQUY) 6,464 7,127
    AIR PRODUCTS&CHEM (APD) 11,554 14,701
    ALEXANDRIA REAL EST EQTS (ARE) 1,528 2,293
    ALIBABA GROUP HOLDING (BABA) 16,986 26,082
    ALPHABET INC SHS CL C (GOOG) 9,215 15,724
    ALPHABET INC SHS CL A (GOOGL) 9,752 15,721
    ALSTOM SA-UNSPON ADR (ALSMY) 4,224 5,453
    ALTRIA GROUP INC (MO) 11,716 9,143
    AMAZON COM INC (AMZN) 18,394 39,147
    AMER EXPRESS COMPANY (AXP) 6,608 8,770
    AMERISOURCEBERGEN CORP (ABC) 4,473 4,659
    AMGEN INC (AMGN) 3,472 3,421
    ANALOG DEVICES INC (ADI) 8,124 13,063
    AON PLC REG SHS (AON) 6,913 10,652
    APPLE INC (AAPL) 6,567 16,787
    AUTODESK INC DEL (ADSK) 11,449 28,730
    AUTOMATIC DATA PROCESSING (ADP) 7,204 9,270
    AVALONBAY CMMUN INC (AVB) 4,513 4,126
    BANCO SANTANDER SA ADR (SAN) 4,135 5,389
    BECTON DICKINSON CO (BDX) 5,591 6,220
    BEIERSDORF AG SHS (BDRFY) 6,745 7,059
    BERKSHIRE HATHAWAY (BRKB) 8,865 10,837
    BEST BUY CO INC (BBY) 5,587 5,721
    BHP GROUP LTD (BHP) 3,784 6,793
    BLACKROCK INC (BLK) 14,713 25,023
    BNP PARIBAS SPONSORD ADR (BNPQY) 5,740 5,912
    BOEING COMPANY (BA) 18,950 23,414
    BOSTON PPTYS INC (BXP) 2,511 1,778
    BRISTOL-MYERS SQUIBB CO (BMY) 10,410 13,151
    CANADIAN NATL RAILWAY CO (CNI) 3,303 5,274
    CAPITAL ONE FINL (COF) 1,888 2,943
    CARLSBERG AS SPONSOREDAD (CABGY) 4,425 6,628
    CERNER CORP (CERN) 7,009 8,746
    CHEVRON CORP (CVX) 17,718 13,110
    CHUBB LTD (CB) 5,442 6,248
    CINN FINCL CRP OHIO (CINF) 3,624 4,153
    CISCO SYSTEMS INC (CSCO) 13,166 15,175
    CITIGROUP INC COM (C) 2,920 2,998
    CME GROUP INC (CME) 10,066 12,070
    CMS ENERGY CORP (CMS) 4,132 4,950
    COCA COLA COM (KO) 8,204 8,736
    COLGATE PALMOLIVE (CL) 6,368 8,082
    COMCAST CORP NEW CL A (CMCSA) 17,759 22,197
    CONOCOPHILLIPS (COP) 10,535 8,752
    CONTINENTAL AG SPNRD ADR (CTTAY) 2,893 3,839
    CROWN CASTLE REIT INC (CCI) 4,551 6,920
    CVS HEALTH CORP (CVS) 5,281 5,216
    DAIWA HOUSE IND LTD ADR (DWAHY) 5,337 5,463
    DBS GROUP HLDGS SPN ADR (DBSDY) 3,614 4,761
    DEERE CO (DE) 16,411 28,606
    DIAGEO PLC SPDS ADR (DEO) 5,295 7,120
    DISNEY (WALT) CO COM STK (DIS) 14,460 20,185
    DOMINION ENERGY INC (D) 6,048 5,966
    DOVER CORP (DOV) 8,123 11,640
    EATON CORP PLC (ETN) 7,365 10,407
    ELI LILLY & CO (LLY) 5,103 7,716
    ENEL SOCIETA PER AZIONI (ENLAY) 8,212 9,899
    ENGIE SHS (ENGIY) 10,154 11,408
    ENTERGY CORP NEW (ETR) 3,558 2,867
    EOG RESOURCES INC (EOG) 3,125 3,100
    EQUINOR ASA (EQNR) 4,017 3,825
    EXPEDITORS INTL WASH INC (EXPD) 8,813 12,498
    FACEBOOK INC (FB) 18,547 30,900
    FACTSET RESH SYS INC (FDS) 5,367 7,938
    FASTENAL COMPANY (FAST) 3,791 6,040
    FERGUSON NEWCO PLC SHS (FERGY) 3,115 5,982
    FIDELITY NATL INFO SVCS (FIS) 5,923 6,889
    FLUGHAFEN ZUERICH AG ADR (FLGZY) 1,652 2,250
    FRANKLIN RES INC (BEN) 3,364 2,576
    FUJITSU LTD NEW ADR (FJTSY) 4,089 4,367
    GALLAGHER ARTHUR J & CO (AJG) 2,251 4,661
    GENL DYNAMICS CORP (GD) 8,023 7,259
    HARTFORD FINL SVCS GROUP (HIG) 4,329 4,644
    HASBRO INC (HAS) 4,451 4,953
    HEXAGON AB (HXGBY) 3,647 6,281
    HITACHI LTD 10 NEW ADR (HTHIY) 7,467 8,088
    HOME DEPOT INC (HD) 7,403 10,060
    HONEYWELL INTL INC (HON) 4,004 5,706
    ILLUMINA INC (ILMN) 9,949 11,704
    INDUSTRIA DE DISENO (IDEXY) 1,873 2,192
    INFORMA PLC SHS (IFJPY) 3,358 3,846
    INTEL CORP (INTC) 4,392 5,737
    INTL BUSINESS MACHINES (IBM) 5,184 4,875
    INTUITIVE SURGICAL INC (ISRG) 4,638 7,339
    JOHNSON AND JOHNSON (JNJ) 19,572 22,832
    KAO CORP SHS (KAOOY) 4,572 4,758
    KNORR-BREMSE AG (KNRRY) 5,351 6,576
    LONDON STK EXCHANGE (LNSTY) 4,244 4,770
    LONZA GROUP AG SHS (LZAGY) 2,963 5,603
    LOWE'S COMPANIES INC (LOW) 4,621 8,964
    MAKITA CORP (MKTAY) 5,248 7,529
    MARSH & MCLENNAN COS INC (MMC) 1,754 1,973
    MCDONALDS CORP COM (MCD) 6,839 8,939
    MEDTRONIC PLC SHS (MDT) 17,615 21,644
    MERCK AND CO INC (MRK) 9,616 11,444
    MERCK KGAA (MKKGY) 5,180 5,930
    METLIFE INC (MET) 3,719 4,484
    MICROSOFT CORP (MSFT) 16,913 40,505
    MONDELEZ INTERNATIONAL (MDLZ) 7,489 9,059
    MONSTER BEVERAGE SHS (MNST) 11,874 19,279
    MORGAN STANLEY (MS) 5,351 10,007
    NESTLE S A REP RG SH ADR (NSRGY) 3,968 5,435
    NEXON CO LTD (NEXOY) 3,753 5,651
    NEXTERA ENERGY INC SHS (NEE) 6,713 11,236
    NINTENDO LTD (NTDOY) 13,688 19,366
    NORDEA BANK ABP SHS (NRDBY) 6,082 5,124
    NORFOLK SOUTHERN CORP (NSC) 8,349 16,534
    NORTHERN TRUST CORP (NTRS) 2,145 2,772
    NORTHROP GRUMMAN CORP (NOC) 4,376 4,238
    NOVARTIS ADR (NVS) 27,372 29,041
    NOVO NORDISK A S ADR (NVO) 3,826 4,875
    NVIDIA (NVDA) 8,931 25,023
    ORACLE CORP (ORCL) 16,078 20,993
    OTIS WORLDWIDE CORP (OTIS) 1,838 2,014
    PARKER HANNIFIN CORP (PH) 6,316 10,813
    PAYCHEX INC. (PAYX) 3,727 5,743
    PEPSICO INC (PEP) 6,121 7,378
    PERNOD-RICARD SA-UNSPON (PDRDY) 5,286 5,949
    PFIZER INC (PFE) 8,939 9,555
    PHILLIP MORRIS INTL INC (PM) 15,486 15,762
    PNC FINCL SERVICES GROUP (PNC) 10,082 13,144
    PPG INDUSTRIES INC (PPG) 6,682 9,164
    PRICE T ROWE GROUP INC (TROW) 3,116 5,410
    PROCTOR & GAMBLE CO (PG) 5,612 6,364
    PROGRESSIVE CRP OHIO (PGR) 3,671 4,610
    PROLOGIS INC (PLD) 2,291 2,474
    PRUDENTIAL PLC (PUK) 5,348 6,533
    PUB SVC ENTERPRISE GRP (PEG) 3,054 3,409
    QUALCOMM INC (QCOM) 7,512 15,288
    RAYTHEON TECHNOLOGIES (RTX) 8,990 9,490
    REALTY INCM CRP MD (O) 923 923
    REGENERON PHARMACTLCS (REGN) 9,889 13,843
    RELX PLC (RELX) 10,472 13,843
    REPUBLIC SERVICES INC (RSG) 3,983 5,100
    ROCHE HLDG LTD (RHHBY) 12,576 13,664
    ROYAL DSM N V SPON ADR (RDSMY) 5,084 7,887
    RYANAIR HOLDINGS PLC SHS (RYAAY) 4,320 6,416
    RYOHIN KEIKAKU CO LTD (RYKKY) 5,244 5,545
    SAFRAN SA-ONSPON ADR (SAFRY) 8,810 11,657
    SALESFORCE COM INC (CRM) 14,902 21,483
    SAMPO PLC SHS (SAXPY) 6,255 6,580
    SANDVIK AB (SDVKY) 5,313 6,419
    SANOFI ADR (SNY) 10,314 11,211
    SCHLUMBERGER LTD (SLB) 14,927 6,056
    SCHWAB CHARLES CORP (SCHW) 4,520 6,061
    SEI INVT CO PA (SEIC) 7,422 13,664
    SHIMANO INC (SMNNY) 5,223 6,560
    SHIN-ETSU CHEM-UNSPON (SHECY) 4,686 8,606
    SIEMENS GAMESA RENEWABLE (GCTAY) 1,797 4,227
    STANLEY BLACK & DECKER (SWK) 4,355 5,163
    STARBUCKS CORP (SBUX) 13,783 18,512
    SUMITOMO MITSUI-UNSPONS (SMFG) 7,166 6,801
    SUNCOR ENERGY INC (SU) 6,714 4,116
    SUZUKI MOTOR CORP SHS (SZKMY) 4,359 4,654
    SYSCO CORPORATION (SYY) 7,562 8,533
    TARGET CORP (TGT) 2,960 7,193
    TELENOR ASA ADR (TELNY) 5,888 5,840
    TESCO PLC SPNRD ADR (TSCDY) 7,738 8,140
    TEXAS INSTRUMENTS (TXN) 15,184 23,008
    TJX COS INC (TJX) 5,811 7,584
    TRANE TECHNOLOGIES (TT) 2,058 3,472
    TRUIST FINL CORP (TFC) 5,322 5,840
    UNILEVER PLC NEW ADR (UL) 6,597 8,081
    UNITED PARCEL SVC CL B (UPS) 5,905 8,014
    UNITEDHEALTH GROUP INC (UNH) 8,500 11,472
    US BANCORP (USB) 5,451 6,107
    V F CORPORATION (VFC) 2,850 3,250
    VALERO ENERGY CORP NEW (VLO) 2,180 2,093
    VENTAS INC (VTR) 2,099 2,251
    VERIZON OMMUNICATIONS CORP (VZ) 14,916 16,004
    VESTAS WIND SYTS AS ADR (VWDRY) 2,901 8,448
    VINCI SA ADR (VCISY) 3,392 4,442
    VISA INC CL A SHRS (V) 20,386 31,174
    VIVENDI SHS UNSP ADR (VIVHY) 6,696 8,720
    VOLKSWAGEN AG-UNSP (VWAPY) 9,034 10,311
    VORNADO REALTY TRUST COM (VNO) 1,010 687
    WALMART INC (WMT) 6,482 8,183
    WOLTERS KLUWR NV SPN ADR (WTKWY) 3,332 5,562
    WORKDAY INC CL A (WDAY) 4,509 7,670
    XCEL ENERGY INC (XEL) 4,979 6,677
    YUM BRANDS INC (YUM) 5,669 7,033
    YUM CHINA HOLDINGS INC (YUMC) 3,553 5,020
    Z HOLDINGS CORP SHS ADR (YAHOY) 2,736 3,280

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    US Government Securities - End of Year Book Value:

    523,421
    US Government Securities - End of Year Fair Market Value:

    535,644
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RMWC DIRECT LENDING FUND II, LP AT COST 1,071,104 987,044

    TY 2020 OtherDecreasesSchedule
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Description Amount
    BASIS ADJUSTMENT 96,334


    TY 2020 OtherExpensesSchedule
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 20 20   0
    FROM RMWC DIRECT LENDING FUND II, LP K-1 14,367 14,367   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 46,608 46,608   0


    TY 2020 TaxesSchedule
    Name:
    THE STONE FOUNDATION OF MICHIGAN
    EIN:
    27-0439220
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 2,928 2,928   0
    FEDERAL INCOME TAX 2,759 0   0