TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

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 If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$11,288,752J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	784,558
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	207,846		207,846
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		550,710
b	Gross sales price for all assets on line 6a 2,158,851
7	Capital gain net income (from Part IV, line 2)...			550,710
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........	1,543,114		758,556
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		5,850	2,925	2,925
c	Other professional fees (attach schedule)....		52,428	52,428	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		21,548	5,428	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		14,324	14,324	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	94,150		75,105	2,925
25	Contributions, gifts, grants paid.......	463,100			463,100
26	Total expenses and disbursements. Add lines 24 and 25	557,250		75,105	466,025
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	985,864
b	Net investment income (if negative, enter -0-)			683,451
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	498,529	490,120	490,120
	2	Savings and temporary cash investments.........	1,639,259	1,409,632	1,596,035
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	523,421	632,222	632,891
	b	Investments—corporate stock (attach schedule).......	3,183,894	3,355,472	6,053,806
	c	Investments—corporate bonds (attach schedule).......	1,643,000	1,444,058	1,466,365
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,071,104	1,033,672	1,049,535
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,559,207	8,365,176	11,288,752
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	8,559,207	8,365,176
	29	Total net assets or fund balances (see instructions).....	8,559,207	8,365,176
	30	Total liabilities and net assets/fund balances (see instructions).	8,559,207	8,365,176

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

8,559,207

Enter amount from Part I, line 27a .....................

985,864

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

9,545,071

Decreases not included in line 2 (itemize) bullet

1,179,895

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

8,365,176

Form 990-PF (2021)

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
1 a	PUBLICLY TRADED SECURITIES	P
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,043,116	1,608,141	434,975
b	115,735		115,735
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			434,975
b			115,735
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	550,710
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 ...................		3

Form 990-PF (2021)

Page 4

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	9,500
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	9,500
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	6,786
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	14,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	20,786
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	40
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	11,246
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax11,246	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

GWEN WEINER Telephone no. bullet

(248) 855-3251

Located at bullet

27235 OVIDFRANKLINMI ZIP+4 bullet

48025

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

16 At any time during calendar year 2021, 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 VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

Yes

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Yes

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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	0	0	0
27235 OVID FRANKLIN,MI48025	DIRECTOR & PRESIDENT 5.00	0	0	0

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...................				0

Form 990-PF (2021)

Page 7

Part VII

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............. bullet

Part VIII-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 VIII-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......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,824,828

Average of monthly cash balances.......................

430,563

Fair market value of all other assets (see instructions)................

1,049,535

Total (add lines 1a, b, and c).........................

10,304,926

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

10,304,926

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

154,574

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

10,150,352

Minimum investment return. Enter 5% (0.05) of line 5................

507,518

Part X

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.)

Minimum investment return from Part IX, line 6..................

507,518

Tax on investment income for 2021 from Part V, line 5.......

9,500

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

9,500

Distributable amount before adjustments. Subtract line 2c from line 1............

498,018

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

498,018

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

498,018

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7				498,018
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			29,919
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 466,025
a Applied to 2020, but not more than line 2a			29,919
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 2021 distributable amount.....				436,106
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2021.	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 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........				61,912
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 2016 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2021)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AIE FOUNDATION 251 H STREET NW WASHINGTON,DC20001	N/A	PC	TO SUPPORT ISRAEL	72,000
AMERICAN JOINT COMMITTEE 220 EAST 42ND STREET NEW YORK,NY10017	N/A	PC	TO PROVIDE SUPPORT JEWISH COMMUNITIES.	10,000
CARE HOUSE OF OAKLAND 44765 WOODARD AVENUE PONTIAC,MI483415021	N/A	PC	TO SUPPORT FAMILIES AND CHILDERN	27,000
CHILD SAFE MICHIGAN 30301 NORTHWESTERN HWY STE 100 FARMINGTON HILLS,MI48334	N/A	PC	TO SUPPORT FAMILIES AND CHILDREN	10,000
CITY YEAR DETROIT 1 FORD PL 1F DETROIT,MI48202	N/A	PC	PROVIDING SUPPORT TO DETROIT STUDENTS TO REDUCE DROP OUT RATES	5,000
CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE MAIL CODE H18 CLEVELAND,OH44195	N/A	PC	FOR RESEARCH	40,000
DCDS CARES FUND 22305 WEST THIRTEEN MILE ROAD BEVERLY HILLS,MI48025	N/A	PC	TO SUPPORT FAMILIES AND CHILDREN	5,000
DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVENUE DETROIT,MI48201	N/A	PC	PROMOTION OF MUSICAL UNDERSTANDING	15,000
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	3,600
JEWISH WOMENS FOUNDATION 130 E 59TH STREET NEW YORK,NY10022	N/A	PC	TO SUPPORT THE WOMEN OF THE JEWISH COMMUNITY	2,000
JVS WOMEN TO WORK 29699 SOUTHFIELD ROAD SOUTHFIELD,MI48076	N/A	PC	TO HELP THE UNEMPLOYED	6,000
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 MUSEUM 20900 OAKWOOD BLVD DEARBORN,MI48124	N/A	PC	TO PROVIDE UNIQUE EDUCATION EXPERIENCES FROM AMERICA'S TRADITIONS OF INGENUITY AND INNOVATION	10,000
YAD EZRA 2850 W 11 MILE ROAD BERKLEY,MI48072	N/A	PC	TO PROVIDE ASSITANCE TO LOW INCOME FAMILIES	2,000
HENRY FORD HEALTH SYSTEM 1 FORD PL 1F DETROIT,MI48202	N/A	PC	FOR RESEARCH	150,000
BEYOND BASICS 18000 W NINE MILE RD SUITE 450 SOUTHFIELD,MI48075	N/A	PC	PROVIDING SUPPORT TO HELP ERADICATE ILLITERACY	2,000
BED FOR KIDS 1800 CAMDEN RD STE 107-17 CHARLOTTE,NC28203	N/A	PC	TO SUPPORT FAMILIES AND CHILDREN	1,000
HAVEN PO BOX 431045 PONTIAC,MI48343	N/A	PC	PROVIDING SUPPORT TO DOMESTIC VIOLENCE AND SEXUAL ASSUALT VICTIMS.	2,500
SPHINX ORGANIZATION 2200 HUNT ST STE 461 DETROIT,MI48207	N/A	PC	PROVIDING SUPPORT TO DIVERSITY AND INCLUSION THROUGH ARTS	5,000
UNITED JEWISH FOUNDATION 6735 TELEGRAPH RD 30 BLOOMFIELD HILLS,MI48301	N/A	PC	TO SUPPORT FAMILIES OF THE JEWISH COMMUNITY	25,000
Total ................................. 3a				463,100

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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 ....
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	550,710
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		758,556	0

13Total. Add line 12, columns (b), (d), and (e)..................

758,556

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization THE STONE FOUNDATION OF MICHIGAN

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	$ 396,182	Person Payroll Noncash (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	$ 31,547	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

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
		$
(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) (2021)

Schedule B (Form 990) (2021)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE STONE FOUNDATION OF MICHIGAN

EIN:

27-0439220

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	5,850	2,925		2,925

- TIN:

TY 2021 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 INSITUTIONAL HIGH YIELD BOND FUND CLASS R6 (FIHLX)	61,413	60,687
FEDERATED HERMES TOTAL RETURN BOND FUND CLASS R6 SHARES (FTRLX)	505,603	514,142
METROPOLITAN WEST FDS TOTAL RET CL I (MWTIX)	499,925	504,357
VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES (VBTLX)	140,099	149,929
TORONTO-DOMINION BANK (89114QBL1)	15,957	15,541
ABBOTT LABORATORIES (002824BA7)	10,029	10,045
BANK OF MONTREAL (06367WJM6)	10,869	10,672
DUKE ENERGY CAROLINAS (26442CAV6)	10,119	10,263
APPLE INC (037833DV9)	10,995	11,035
CHEVRON CORP (166764BK5)	16,126	16,357
BANK OF NY MELLON CORP (06406FAD5)	9,957	10,219
ABBVIE INC (00287YBC2)	10,188	10,480
GOLDMAN SACHS GROUP INC (38141GXL3)	11,002	10,973
CITIGROUP INC (172967MF5)	10,197	10,448
MCDONALD'S CORP (58013MFN9)	10,161	10,616
ORACLE CORP (68389XCC7)	11,008	10,907
COMCAST CORP (20030NCS8)	10,427	10,934
WALT DISNEY COMPANT/THE (254687FV3)	10,067	10,118
TOYOTA MOTOR CREDIT CORP (89236THU2)	15,998	15,854
JPMORGAN CHASE & CO (46647PBT2)	10,990	10,714
VISA INC. (92826CAL6)	10,093	10,169
CVS HEALTH CORP (126650DM9)	15,921	15,530
AT&T INC (00206RKG6)	15,973	15,651
PEPSICO INC (713448EZ7)	10,941	10,724

- TIN:

TY 2021 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)	122,121	196,922
TOUCHSTONE SANDS CAPITAL SELECT GROWTH FUND INSTITUTIONAL CLASS (CISGX)	70,179	206,916
EUROPACIFIC GROWTH FUND CLASS F3 (FEUPX)	327,938	379,917
MFS INTERNATIONAL DIVERSIFICATION CL I (MDIJX)	9,305	13,480
MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6 (MINJX)	253,238	414,957
T. ROWE PRICE MID-CAP GROWTH FUND I CLASS (RPTIX)	496	1,305
T. ROW PRICE INSTITUTIONAL MID-CAP EQU (PMEGX)	148,776	148,454
SCHWAB INTERNATIONAL INDEX (SWISX)	14,829	19,899
VANGUARD 500 INDEX FUND ADMIRAL SHARES (VFIAX)	497,048	2,022,526
VANGUARD DEVELOPED MARKETS IDX ADMIRAL (VTMGX)	276,931	361,332
VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL (VWILX)	51,218	81,937
DELAWARE SMALL CAP VALUE INSTL CL (DEVIX)	257,986	312,001
PIMCO INCOME FUND CLASS I (PIMIX)	61,113	60,354
ABB LTD SPON ADR (ABB)	5,393	10,588
ABBOTT LABS (ABT)	1,583	2,542
ABBVIE INC SHS (00287Y109)	6,152	7,193
ACCENTURE PLC SHS (ACN)	6,155	17,004
ADIDAS AG SPONSORED ADR (00687A107)	8,321	6,887
ADVANCE AUTO PARTS INC (00751Y106)	3,427	4,048
AIA GROUP LTD (AAGIY)	6,447	7,322
AIR LIQUIDE ADR (AIQUY)	8,499	9,501
AIR PRODUCTS&CHEM (APD)	13,880	18,011
AKZO NOBEL N V (010199503)	8,974	8,486
ALEXANDRIA REAL EST EQTS (ARE)	1,839	3,135
ALIBABA GROUP HOLDING (BABA)	13,400	8,573
ALPHABET INC SHS CL C (GOOG)	8,685	23,284
ALPHABET INC SHS CL A (GOOGL)	8,945	23,313
ALTRIA GROUP INC (MO)	4,329	5,007
AMAZON COM INC (AMZN)	18,024	36,941
AMER EXPRESS COMPANY (AXP)	5,510	9,853
AMERISOURCEBERGEN CORP (ABC)	3,773	5,339
AMGEN INC (AMGN)	3,030	2,940
ANALOG DEVICES INC (ADI)	6,814	12,294
ANGLO AMERICAN PLC SHS (03485P300)	5,766	6,075
AON PLC REG SHS (AON)	5,895	12,020
APPLE INC (AAPL)	5,177	16,933
AUTODESK INC DEL (ADSK)	10,820	23,987
AUTOMATIC DATA PROCESSING (ADP)	2,769	4,925
AVALONBAY CMMUN INC (AVB)	2,690	4,048
BANCO SANTANDER SA ADR (SAN)	4,426	5,856
BANDAI NAMCO HLDGS INC (059831107)	5,893	5,608
BARCLAYS PLC ADR (06738E204)	8,075	8,051
BECTON DICKINSON CO (BDX)	5,783	6,327
BERKSHIRE HATHAWAY (BRKB)	5,833	8,693
BEST BUY CO INC (BBY)	4,407	4,366
BLACKROCK INC (BLK)	11,744	24,762
BOEING COMPANY (BA)	22,578	25,222
BOSTON PPTYS INC (BXP)	2,219	1,967
BP PLC SPON ADR (055622104)	9,555	10,141
BRISTOL-MYERS SQUIBB CO (BMY)	10,214	12,533
BUREAU VERITAS ADR (12117P109)	5,671	5,941
CAPITAL ONE FINL (COF)	3,050	5,688
CARLSBERG AS SPONSOREDAD (CABGY)	6,413	9,125
CHEVRON CORP (CVX)	15,313	15,640
CHUBB LTD (CB)	4,739	6,976
CIE FINANCIERE RICHEMONT (204319107)	4,990	5,871
CIGNA CORP REG SHS (125523100)	3,462	3,926
CINN FINCL CRP OHIO (CINF)	3,093	4,669
CISCO SYSTEMS INC (CSCO)	11,761	18,817
CITIGROUP INC COM (C)	7,176	6,830
CLARIVATE PLC (G21810109)	6,029	5,779
CME GROUP INC (CME)	9,228	13,489
CMS ENERGY CORP (CMS)	3,884	5,004
COCA COLA COM (KO)	4,867	5,312
COLGATE PALMOLIVE (CL)	5,686	7,225
COMCAST CORP NEW CL A (CMCSA)	16,044	18,893
COMPASS GROUP PLC SHS (20449X401)	7,093	7,700
CONOCOPHILLIPS (COP)	10,517	15,664
CONTINENTAL AG SPNRD ADR (CTTAY)	6,728	6,324
CORNING INC (219350105)	3,323	3,055
CROWN CASTLE REIT INC (CCI)	5,682	9,810
CVS HEALTH CORP (CVS)	6,772	9,724
DAIKIN INDUSTRIES LTD (23381B106)	5,920	6,443
DAIWA HOUSE IND LTD ADR (DWAHY)	5,389	5,224
DBS GROUP HLDGS SPN ADR (DBSDY)	3,995	6,485
DEERE CO (DE)	8,483	20,550
DIAGEO PLC SPDS ADR (DEO)	4,609	8,552
DISNEY (WALT) CO COM STK (DIS)	17,345	20,080
DOMINION ENERGY INC (D)	7,051	7,373
DOVER CORP (DOV)	5,901	11,807
EATON CORP PLC (ETN)	4,853	9,823
ELI LILLY & CO (LLY)	3,308	6,934
ENEL SOCIETA PER AZIONI (ENLAY)	8,470	8,059
ENGIE SHS (ENGIY)	10,815	11,727
EOG RESOURCES INC (EOG)	5,277	8,455
EQUINOR ASA (EQNR)	3,105	4,603
EXPEDITORS INTL WASH INC (EXPD)	7,134	13,653
FACTSET RESH SYS INC (FDS)	5,033	10,695
FASTENAL COMPANY (FAST)	3,219	6,647
FERGUSON PLC REG SHS (FERG)	4,087	0
FIDELITY NATL INFO SVCS (FIS)	7,427	6,256
FRANKLIN RES INC (BEN)	2,962	3,091
FUJITSU LTD NEW ADR (FJTSY)	6,684	7,918
GALLAGHER ARTHUR J & CO (AJG)	2,004	5,599
GAP INC DELAWARE (346760108)	4,293	2,510
GENL DYNAMICS CORP (GD)	8,066	9,980
HARTFORD FINL SVCS GROUP (HIG)	3,492	5,117
HASBRO INC (HAS)	3,176	4,055
HITACHI LTD 10 NEW ADR (HTHIY)	4,127	6,187
HOME DEPOT INC (HD)	4,979	10,330
ILLUMINA INC (ILMN)	10,903	13,013
INDUSTRIA DE DISENO (IDEXY)	7,217	6,896
INFINEON TECHS AG SPDADR (45662N103)	3,620	3,777
INTEL CORP (INTC)	4,997	6,165
INTL BUSINESS MACHINES (IBM)	4,391	4,701
INTUITIVE SURGICAL INC (ISRG)	3,950	8,337
JOHNSON AND JOHNSON (JNJ)	15,474	19,762
LEGRAND SA-UNSP (524671104)	7,503	7,958
LOWE'S COMPANIES INC (LOW)	3,968	12,378
MAKITA CORP (MKTAY)	8,443	9,224
MARSH & MCLENNAN COS INC (MMC)	1,656	2,779
MCDONALDS CORP COM (MCD)	5,235	8,581
MEDTRONIC PLC SHS (MDT)	17,991	18,749
MERCK AND CO INC (MRK)	7,138	7,786
MERCK KGAA (MKKGY)	5,401	8,771
META PLATFORMS INC (30303M102)	17,125	33,644
METLIFE INC (MET)	3,210	5,259
MICROSOFT CORP (MSFT)	14,532	47,938
MONDELEZ INTERNATIONAL (MDLZ)	5,736	7,595
MONSTER BEVERAGE SHS (MNST)	10,571	17,892
MORGAN STANLEY (MS)	4,400	11,802
NESTLE S A REP RG SH ADR (NSRGY)	3,454	5,587
NEXTERA ENERGY INC SHS (NEE)	5,842	11,546
NINTENDO LTD (NTDOY)	5,480	4,501
NORFOLK SOUTHERN CORP (NSC)	8,872	19,284
NORTHERN TRUST CORP (NTRS)	1,940	3,223
NORTHROP GRUMMAN CORP (NOC)	7,075	8,493
NOVARTIS ADR (NVS)	21,610	21,478
NOVO NORDISK A S ADR (NVO)	3,338	6,851
NVIDIA (NVDA)	6,855	40,068
ORACLE CORP (ORCL)	14,451	25,592
PARKER HANNIFIN CORP (PH)	4,658	8,878
PAYCHEX INC. (PAYX)	3,186	7,244
PEARSON SPONSORED ADR (705015105)	3,786	3,746
PEPSICO INC (PEP)	4,517	6,230
PERNOD-RICARD SA-UNSPON (PDRDY)	5,580	7,582
PFIZER INC (PFE)	7,153	12,829
PHILIP MORRIS INTL INC (PM)	13,138	15,802
PNC FINCL SERVICES GROUP (PNC)	8,175	13,474
PPG INDUSTRIES INC (PPG)	6,289	10,143
PRICE T ROWE GROUP INC (TROW)	2,910	6,531
PROCTOR & GAMBLE CO (PG)	6,681	8,481
PROGRESSIVE CRP OHIO (PGR)	9,860	11,034
PROLOGIS INC (PLD)	3,418	5,402
PRUDENTIAL PLC (PUK)	3,637	4,296
PUB SVC ENTERPRISE GRP (PEG)	2,850	3,660
QUALCOMM INC (QCOM)	6,108	14,891
RAYTHEON TECHNOLOGIES (RTX)	9,876	12,287
REALTY INCM CRP MD (O)	854	1,008
REGENERON PHARMACTLCS (REGN)	8,899	16,586
RELX PLC (RELX)	11,058	16,080
REPUBLIC SERVICES INC (RSG)	2,416	4,185
ROCHE HLDG LTD (RHHBY)	11,197	14,393
ROYAL DSM N V SPON ADR (RDSMY)	5,377	10,158
RYANAIR HOLDINGS PLC SHS (RYAAY)	5,045	6,669
RYOHIN KEIKAKU CO LTD (RYKKY)	5,668	4,545
SAFRAN SA-ONSPON ADR (SAFRY)	8,731	9,995
SALESFORCE COM INC (CRM)	13,550	21,689
SAMPO PLC SHS (SAXPY)	6,264	7,688
SANDVIK AB (SDVKY)	6,845	8,966
SANOFI ADR (SNY)	12,655	13,886
SCHLUMBERGER LTD (SLB)	13,927	7,874
SCHWAB CHARLES CORP (SCHW)	3,527	7,412
SEAGATE TECH HLDGS PUB (G7997R103)	2,730	3,988
SEI INVT CO PA (SEIC)	6,865	7,661
SHIMANO INC (SMNNY)	8,163	10,737
SMITH-NPHW PLC SPADR NEW (83175M205)	3,912	3,817
STARBUCKS CORP (SBUX)	12,156	17,161
SUMITOMO MITSUI-UNSPONS (SMFG)	6,688	6,981
SUNCOR ENERGY INC (SU)	6,483	6,862
SUZUKI MOTOR CORP SHS (SZKMY)	5,642	4,935
SYSCO CORPORATION (SYY)	8,377	9,648
TARGET CORP (TGT)	2,561	8,333
TELENOR ASA ADR (TELNY)	6,177	5,677
TESCO PLC SPNRD ADR (TSCDY)	9,346	9,535
TEXAS INSTRUMENTS (TXN)	12,616	21,561
TJX COS INC (TJX)	5,921	8,193
TRANE TECHNOLOGIES (TT)	1,254	2,420
TRUIST FINL CORP (TFC)	4,905	6,560
UNITED PARCEL SVC CL B (UPS)	12,596	17,728
UNITEDHEALTH GROUP INC (UNH)	11,261	19,167
UNIVERSAL MUSIC GRO-UNSP (91377B109)	2,504	2,204
US BANCORP (USB)	4,176	5,728
V F CORPORATION (VFC)	3,400	3,287
VALERO ENERGY CORP NEW (VLO)	1,864	2,468
VENTAS INC (VTR)	2,503	2,789
VERIZON COMMUNICATIONS CORP (VZ)	10,622	10,106
VERTEX PHARMCTLS INC (92532F100)	13,144	14,597
VESTAS WIND SYTS AS ADR (VWDRY)	5,911	7,015
VISA INC CL A SHRS (V)	20,397	29,477
VOLKSWAGEN AG-UNSP (VWAPY)	5,545	7,150
WALMART INC (WMT)	6,341	7,775
WOLTERS KLUWR NV SPN ADR (WTKWY)	3,560	7,700
WORKDAY INC CL A (WDAY)	4,092	7,976
XCEL ENERGY INC (XEL)	4,430	5,913
YUM BRANDS INC (YUM)	4,860	7,918
YUM CHINA HOLDINGS INC (YUMC)	3,330	4,075

- TIN:

TY 2021 InvestmentsGovtObligationsSch

Name:

THE STONE FOUNDATION OF MICHIGAN

EIN:

27-0439220

US Government Securities - End of Year Book Value:

632,222

US Government Securities - End of Year Fair Market Value:

632,891

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

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

- TIN:

TY 2021 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	1,033,672	1,049,535

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

THE STONE FOUNDATION OF MICHIGAN

EIN:

27-0439220

Description	Amount
BASIS ADJUSTMENT	1,179,895

- TIN:

TY 2021 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
FROM RMWC DIRECT LENDING FUND II, LP K-1	14,324	14,324		0

- TIN:

TY 2021 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	52,428	52,428		0

- TIN:

TY 2021 TaxesSchedule

Name:

THE STONE FOUNDATION OF MICHIGAN

EIN:

27-0439220

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX	5,428	5,428		0
FEDERAL INCOME TAX	16,120	0		0