TY 2024 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.
right arrow

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 06-01-2024 , and ending 05-31-2025

Name of foundation
ELLA A STONE TR FBO HURON ROAD HOSP

Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219

A Employer identification number

34-6511490

B Telephone number (see instructions)

(412) 807-6299

C If exemption application is pending, check here right arrow

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............. right arrow

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

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

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 ....... right arrow

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

$2,614,902J 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	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	68,384		68,359
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		196,479
b	Gross sales price for all assets on line 6a 324,569
7	Capital gain net income (from Part IV, line 2)...			196,479
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	9	9
12	Total. Add lines 1 through 11........	264,872		264,847
13	Compensation of officers, directors, trustees, etc.	29,441		23,553		5,888
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	759	759		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,995	1,108		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	201	1		200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	35,396		25,421	0	6,088
25	Contributions, gifts, grants paid.......	120,541				120,541
26	Total expenses and disbursements. Add lines 24 and 25	155,937		25,421	0	126,629
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	108,935
b	Net investment income (if negative, enter -0-)			239,426
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

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.............
	2	Savings and temporary cash investments.........	143,108	93,692	93,692
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	115,675	List of Attached Documents: // Content 113,487	147,686
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,420,384	List of Attached Documents: // Content 1,439,050	2,373,524
	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)	1,679,167	1,646,229	2,614,902
	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
		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........	1,679,167	1,646,229
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,679,167	1,646,229
	30	Total liabilities and net assets/fund balances (see instructions).	1,679,167	1,646,229

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

1,679,167

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

108,935

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

207

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

1,788,309

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

142,080

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

1,646,229

Form 990-PF (2024)

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	21. AMERISAFE INC			2024-06-10
b	4. BOOT BARN HOLDINGS INC			2024-06-10
c	69. PAYCOR HCM INC			2024-06-17
d	5. MINERALS TECHNOLOGIES INC			2024-06-28
e	20. PRIMORIS SERVICES CORP		2019-09-24	2024-06-28
	4. SPX TECHNOLOGIES		2021-07-22	2024-06-28
	9. HELEN OF TROY LIMITED			2024-07-16
	10. ALLEGIANT TRAVEL CO			2024-07-29
	42. HEARTLAND EXPRESS INC			2024-07-29
	2. MEDPACE HOLDINGS INC		2020-10-30	2024-07-29
	36. CRYOPORT INC			2024-08-05
	29. CHUY'S HOLDINGS INC			2024-08-08
	2. DESCARTES SYS GROUP INC		2021-03-01	2024-09-09
	14. HALOZYME THERAPEUTICS INC			2024-09-09
	17. INTEGRA LIFESCIENCES HLDG CORP			2024-09-09
	6. RYMAN HOSPITALITY PPTYS INC		2019-12-11	2024-09-09
	4. ALAMO GROUP INC		2019-09-24	2024-09-30
	5. BOOT BARN HOLDINGS INC		2020-10-15	2024-09-30
	10. COHEN & STEERS INC			2024-09-30
	2. ICF INTERNATIONAL INC		2019-09-24	2024-09-30
	46. PATTERSON-UTI ENERGY INC		2022-04-22	2024-09-30
	4. ALAMO GROUP INC		2020-07-01	2024-10-31
	3. APPFOLIO INC - A		2023-02-28	2024-10-31
	17. FOX FACTORY HOLDING CORP			2024-11-05
	3. ICU MED INC		2022-02-14	2024-11-05
	4. ITT INC		2022-06-23	2024-11-05
	5. STIFEL FINL CORP		2019-09-24	2024-11-05
	8. HEALTHEQUITY INC			2024-11-08
	75. SHOALS TECHNOLOGIES GROUP -A			2024-11-26
	9. GLACIER BANCORP INC		2019-09-24	2024-12-11
	5. MATADOR RESOURCES CO		2024-09-30	2024-12-11
	2. MATADOR RESOURCES CO		2021-06-25	2024-12-11
	9. PRIMORIS SERVICES CORP		2019-09-24	2024-12-11
	33. PROGYNY INC			2024-12-11
	4. SPX TECHNOLOGIES			2024-12-11
	3. STIFEL FINL CORP		2019-09-24	2024-12-11
	5. TEXAS ROADHOUSE INC		2019-09-24	2024-12-11
	.5 PATRICK INDUSTRIES INC		2019-09-24	2024-12-20
	12. INTAPP INC		2023-11-15	2025-01-22
	12. INTRA-CELLULAR THERAPIES INC			2025-01-28
	5. ICF INTERNATIONAL INC			2025-01-31
	120. VANGUARD GROWTH		2016-12-15	2025-02-07
	7. ICF INTERNATIONAL INC			2025-02-18
	87. PARAGON 28 INC			2025-03-03
	6. HALOZYME THERAPEUTICS INC		2020-10-20	2025-03-21
	6. INTRA-CELLULAR THERAPIES INC			2025-03-21
	7. INTRA-CELLULAR THERAPIES INC		2022-01-06	2025-04-03
	36. CHAMPIONX CORPORATION			2025-04-08
	3. SILICON LABORATORIES INC		2019-09-24	2025-04-11
	17. FLYWIRE CORP-VOTING		2024-05-15	2025-04-16
	86. FLYWIRE CORP-VOTING			2025-04-16
	5. ICU MED INC		2019-09-24	2025-05-06
	8. SILICON LABORATORIES INC			2025-05-06
	17. ENDAVA PLC- SPON ADR		2024-12-11	2025-05-15
	20. ENDAVA PLC- SPON ADR			2025-05-15
	9178.17 FEDERATED HERMES INTERNATIONAL			2025-05-30
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	896	1,375	-479
b	512	170	342
c	789	1,949	-1,160
d	417	323	94
e	1,016	388	628
	576	259	317
	553	1,312	-759
	518	1,402	-884
	547	876	-329
	763	223	540
	257	896	-639
	1,074	628	446
	191	121	70
	827	524	303
	310	894	-584
	596	506	90
	720	469	251
	831	163	668
	953	636	317
	331	160	171
	349	812	-463
	679	405	274
	650	404	246
	566	1,953	-1,387
	514	669	-155
	566	264	302
	506	191	315
	776	478	298
	378	1,752	-1,374
	504	362	142
	281	246	35
	113	73	40
	718	175	543
	516	853	-337
	644	238	406
	333	115	218
	969	258	711
	42	14	28
	848	463	385
	1,524	605	919
	590	356	234
	50,514	13,575	36,939
	743	454	289
	1,130	866	264
	385	182	203
	789	287	502
	924	324	600
	869	861	8
	258	334	-76
	146	287	-141
	739	1,922	-1,183
	679	801	-122
	835	818	17
	253	516	-263
	297	1,311	-1,014
	223,672	81,592	142,080
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593
			17,593

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			-479
b			342
c			-1,160
d			94
e			628
			317
			-759
			-884
			-329
			540
			-639
			446
			70
			303
			-584
			90
			251
			668
			317
			171
			-463
			274
			246
			-1,387
			-155
			302
			315
			298
			-1,374
			142
			35
			40
			543
			-337
			406
			218
			711
			28
			385
			919
			234
			36,939
			289
			264
			203
			502
			600
			8
			-76
			-141
			-1,183
			-122
			17
			-263
			-1,014
			142,080

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	196,479
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

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)	1	3,328
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	3,328
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	3,328
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	2,282
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,282
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.......		9	1,046
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

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. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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 . Click to see attachment

List of Attached Documents:

// Content

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 2024 or the taxable year beginning in 2024? 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. ...............................

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 right arrow

N/A

The books are in care of right arrow

PNC BANK NA Telephone no. right arrow

(412) 807-6299

Located at right arrow

500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4 right arrow

15219

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, 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 right arrow

Form 990-PF (2024)

Page 5

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 ........ right arrow

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 2024? .............

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 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

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 2024 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 2024.) .....................

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 2024? ..

Form 990-PF (2024)

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)

(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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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
PNC BANK N A	TRUSTEE 1	29,441
500 FIRST AVE P7-PFSC-03-Z PITTSBURGH,PA15219	TRUSTEE 1	29,441

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 (2024)

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............. right arrow

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......................... right arrow

Form 990-PF (2024)

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

2,494,532

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

119,034

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

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

2,613,566

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

2,613,566

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

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

39,203

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

2,574,363

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

128,718

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

128,718

Tax on investment income for 2024 from Part V, line 5 .......

3,328

Income tax for 2024. (This does not include the tax from Part V.) ...

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

3,328

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

125,390

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

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

125,390

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

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

125,390

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 ..........

126,629

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. .......

126,629

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					125,390
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	16,452
b From 2020......	700
c From 2021......	1,211
d From 2022......	27,790
e From 2023......	33,534
f Total of lines 3a through e ........		79,687
4Qualifying distributions for 2024 from Part
XI, line 4: $ 126,629
a Applied to 2023, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					125,390
e Remaining amount distributed out of corpus		1,239
5 Excess distributions carryover applied to 2024.		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		80,926
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
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 2019 not applied on line 5 or line 7 (see instructions) ...		16,452
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		64,474
10 Analysis of line 9:
a Excess from 2020....	700
b Excess from 2021....	1,211
c Excess from 2022....	27,790
d Excess from 2023....	33,534
e Excess from 2024....	1,239

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

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 IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(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 right arrow

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 (2024)

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
CLEVELAND CLINIC FOUNDATION 5001 ROCKSIDE RD CROWN CENTER II INDEPENDENCE,OH44131	NONE	PC	GENERAL SUPPORT	120,541
Total ................................. 3a				120,541

bApproved for future payment

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

Form 990-PF (2024)

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 ....			14	68,384
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	196,479
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSECTION 897 CAPITA			1	9
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				264,872

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

264,872

(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 (2024)

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 (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 ExplnOfNonFilingWithAGStmt

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Statement:

The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Name of Stock	End of Year Book Value	End of Year Fair Market Value
008492100 AGREE RLTY CORP	1,417	1,657
011311107 ALAMO GROUP INC
01748X102 ALLEGIANT TRAVEL CO
03071H100 AMERISAFE INC
03076K108 AMERIS BANCORP	1,163	2,336
04963C209 ATRICURE INC	1,403	1,798
05368V106 AVIENT CORPORATION	1,477	1,879
057665200 BALCHEM CORP CL B	1,133	2,000
099406100 BOOT BARN HOLDINGS I	678	1,924
114340102 AZENTA INC	1,430	534
14843C105 CASTLE BIOSCIENCES I
149150104 CATHAY GENERAL BANCO	1,175	1,586
153527205 CENTRAL GARDEN AND P	1,521	2,142
156727109 CERENCE INC-WI
171484108 CHURCHILL DOWNS INC
171604101 CHUY'S HOLDINGS INC
19247A100 COHEN & STEERS INC	945	1,383
22304C100 COVETRUS INC-WHEN IS
228903100 ARTIVION INC	1,152	1,568
229050307 CRYOPORT INC
249906108 DESCARTES SYS GROUP	932	2,667
29260V105 ENDAVA PLC- SPON ADR
33829M101 FIVE BELOW
37637Q105 GLACIER BANCORP INC	746	871
379577208 GLOBUS MEDICAL INC A	1,668	1,953
38526M106 GRAND CANYON EDUCATI	1,305	2,374
40637H109 HALOZYME THERAPEUTIC	787	1,458
42226A107 HEALTHEQUITY INC	1,112	2,314
422347104 HEARTLAND EXPRESS IN
42328H109 HELIOS TECHNOLOGIES
440327104 HORACE MANN EDUCATOR	2,010	2,215
441593100 HOULIHAN LOKEY INC	665	2,620
44925C103 ICF INTERNATIONAL IN
44930G107 ICU MED INC
451107106 IDACORP INC	1,427	1,665
457985208 INTEGRA LIFESCIENCES
50187A107 LHC GROUP INC
536797103 LITHIA MTRS INC CL A
55405Y100 MACOM TECHNOLOGY SOL	589	3,283
559663109 MAGNOLIA OIL & GAS C	1,222	2,021
58506Q109 MEDPACE HOLDINGS INC	915	1,769
603158106 MINERALS TECHNOLOGIE	1,412	1,533
63633D104 NATIONAL HEALTH INVS	1,293	1,378
668074305 NORTHWESTERN ENERGY	2,327	2,047
67000B104 NOVANTA INC	1,348	1,857
675234108 OCEANFIRST FINANCIAL	1,212	1,194
681116109 OLLIE'S BARGAIN OUTL
68373J104 OPEN LENDING CORP -
691497309 OXFORD INDUSTRIES IN	1,098	966
69478X105 PACIFIC PREMIER BANC	1,414	1,124
703343103 PATRICK INDUSTRIES I	619	1,889
70438V106 PAYLOCITY HOLDING CO
71377A103 PERFORMANCE FOOD GRO
71944F106 PHREESIA INC	1,854	1,592
74164F103 PRIMORIS SERVICES CO	577	2,235
74340E103 PROGYNY INC
74736A103 QTS REALTY TRUST INC
753422104 RAPID7 INC
75524B104 RBC BEARINGS INC	1,589	3,659
76156B107 REVOLVE GROUP INC	1,200	659
767744105 RITCHIE BROS AUCTION
78377T107 RYMAN HOSPITALITY PP	1,191	1,651
811707801 SEACOAST BANKING COR	1,109	1,317
825698103 SHYFT GROUP INC/THE
826919102 SILICON LABORATORIES
827048109 SILGAN HLDGS INC	2,130	2,974
82982L103 SITEONE LANDSCAPE SU
830830105 CHAMPION HOMES INC	675	1,766
85254J102 STAG INDUSTRIES INC	2,012	2,491
860630102 STIFEL FINL CORP	741	2,167
868459108 SUPERNUS PHARMACEUTI	1,524	1,902
87166B102 SYNEOS HEALTH INC
882681109 TEXAS ROADHOUSE INC	667	2,538
90278Q108 UFP INDUSTRIES INC	838	2,049
91734M103 US ECOLOGY INC
92337F107 VERACYTE INC	1,305	1,331
925550105 VIAVI SOLUTIONS INC	1,801	1,458
978097103 WOLVERINE WORLD WIDE
G4388N106 HELEN OF TROY LIMITE
15872M104 CHAMPIONX CORPORATIO
16383L106 CHEMOCENTRYX INC
453836108 INDEPENDENT BANK COR	1,024	1,046
46116X101 INTRA-CELLULAR THERA
576485205 MATADOR RESOURCES CO	1,344	1,763
703481101 PATTERSON-UTI ENERGY
70435P102 PAYCOR HCM INC
784635104 SPX CORP
880779103 TEREX CORP NEW
88546E105 THOUGHTWORKS HOLDING
923451108 VERITEX HOLDINGS INC
01749D105 ALLEGRO MICROSYSTEMS	1,437	1,217
03783C100 APPFOLIO INC - A	1,151	1,901
03969K108 ARCUTIS BIOTHERAPEUT	1,645	1,108
09058V103 BIOCRYST PHARMACEUTI	1,443	1,408
124805102 CBIZ INC	1,850	2,456
302492103 FLYWIRE CORP-VOTING
35138V102 FOX FACTORY HOLDING
45073V108 ITT INC	859	1,957
457669307 INSMED INC	512	1,883
78473E103 SPX TECHNOLOGIES	1,062	2,890
82489W107 SHOALS TECHNOLOGIES
90337L108 U S PHYSICAL THERAPY	1,958	1,575
918090101 UTZ BRANDS INC	1,727	1,363
00847X104 AGIOS PHARMACEUTICAL	912	1,123
043436104 ASBURY AUTOMOTIVE GR	1,470	1,595
16115Q308 CHART INDUSTRIES INC	1,480	1,569
264147109 DUCOMMUN INC	973	1,337
33748L101 FIRST WATCH RESTAURA	1,952	1,714
431636109 HILLMAN SOLUTIONS CO	1,550	1,158
45827U109 INTAPP INC	1,788	2,756
674215207 CHORD ENERGY CORP	1,904	1,170
69913P105 PARAGON 28 INC
71367G102 PERELLA WEINBERG PAR	722	938
85205L107 SPRINGWORKS THERAPEU	1,251	1,495
87265H109 TRI POINTE HOMES INC	1,735	1,415
902788108 UMB FINL CORP	1,483	1,856
92846Q107 VITA COCO CO INC/THE	1,267	1,566
007973100 ADVANCED ENERGY INDS	1,541	1,607
01644J108 ALKAMI TECHNOLOGY IN	1,366	1,547
05589G102 THE BALDWIN INSURANC	1,275	1,426
12763L105 CADRE HOLDINGS INC	1,355	1,212
22663K107 CRINETICS PHARMACEUT	1,384	976
292765104 ENERPAC TOOL GROUP C	1,558	1,501
45378A106 INDEPENDENCE REALTY	1,520	1,413
505336107 LA Z BOY INC	1,042	1,047
64049M209 NEOGENOMICS INC	794	721
698884103 PAR TECHNOLOGY CORP/	1,244	1,180
80689H102 SCHNEIDER NATIONAL I	827	718
83418M103 SOLARIS ENERGY INFRA	725	905
859241101 STERLING INFRASTRUCT	1,793	2,820
875372203 TANDEM DIABETES CARE	2,197	1,308
88224Q107 TEXAS CAP BANCSHARES	1,201	1,075
88362T103 THERMON GROUP HOLDIN	1,147	908
G39108108 GATES INDUSTRIAL COR	1,211	1,269

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
256210105 DODGE & COX INCOME F	AT COST	369,938	347,315
31423A671 FEDERATED HERMES INT	AT COST	81,592	223,672
317609295 SEAFARER OVERSEAS GR	AT COST	87,368	101,921
592905749 METROPOLITAN WEST UN
922908629 VANGUARD MID CAP	AT COST	96,642	194,785
922908736 VANGUARD GROWTH	AT COST	164,147	599,466
922908744 VANGUARD VALUE	AT COST	327,673	593,524
77957P402 T. ROWE PRICE SHORT-
77958B402 T ROWE PRICE INSTITU
464287226 ISHARES CORE US AGGR	AT COST	311,690	312,841

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Description	Amount
CY PENDING SALES	142,080

- TIN:

TY 2024 OtherExpensesSchedule

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE FILING FEES	200	0		200
ADR SERVICE FEES	1	1		0

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
SECTION 897 CAPITAL GAIN	9	9

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Description	Amount
MUTUAL FUND TIMING ADJ	143
COST BASIS ADJ	64

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	759	759

- TIN:

TY 2024 TaxesSchedule

Name:

ELLA A STONE TR FBO HURON ROAD HOSP

EIN:

34-6511490

Category	Amount	Net Investment Income
FEDERAL TAX PAYMENT - PRIOR YE	2,746	0
FEDERAL ESTIMATES - PRINCIPAL	1,141	0
FOREIGN TAXES ON QUALIFIED FOR	801	801
FOREIGN TAXES ON NONQUALIFIED	307	307