2024-11-11T14:28:25-06:00 2023-12-31 874778872 WINBRIDGE SBF LTD 6450 ROCKSIDE WOODS BLVD S STE 230 INDEPENDENCE OH 44131 990PF 2023-01-01 341892327 IRVING I STONE FOUNDATION IRVI 2164640540 1999 CIRCLE DRIVE B CLEVELAND OH 44106 GARY WEISS DIRECTOR 2164640540 2024-11-11 1 0 JOSEPH SILVAGGIO CPA P00304380 2165730001 2024-11-11 2023 2024-10-15 13:58:12Z X 31813150 X X 435332 435332 435332 100573 14956 100573 -44669 4460751 4570268 4459152 31444 29509 31444 5028100 4938949 567349 0 0 0 0 18850 9425 9425 9425 247151 127526 127526 119625 42372 42372 42372 0 67408 67408 67408 0 491145 386762 487523 210 866926 633493 734254 129260 2436839 2436839 3303765 633493 734254 2566099 1724335 4305456 0 203487 138261 138261 24769 24769 18480 2446256 0 0 20831366 25204534 31633707 44724 22702 22702 23550602 25390266 31813150 3000 6650 91611 92469 94611 99119 X 0 0 0 0 23455991 25291147 23455991 25291147 23550602 25390266 23455991 1724335 110821 25291147 0 25291147 KEY 8425 P 2023-01-01 2023-12-31 92495 90789 1706 1706 KEY 8425 P 2022-01-01 2023-12-31 21200 14053 7147 7147 GROUND UP P 2022-01-01 2023-12-31 1263 -1263 -1263 PRIMUS P 2022-01-01 2023-12-31 11918 11918 11918 STRATEGIC VALUE P 2023-01-01 2023-12-31 847 847 847 STRATEGIC VALUE P 2022-01-01 2023-12-31 179889 179889 179889 STRATEGIC VALUE P 2022-01-01 2023-12-31 156403 156403 156403 NEWROAD P 2023-01-01 2023-12-31 216 216 216 NEWROAD P 2022-01-01 2023-12-31 14200 14200 14200 SAPIRSTEIN CAPITAL P 2023-01-01 2023-12-31 21420 21420 21420 SAPIRSTEIN CAPITAL P 2022-01-01 2023-12-31 4066669 4066669 4066669 4459152 24189 59846 0 59846 0 59846 75656 0 90000 0 165656 0 105810 65000 40810 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A GARY WEISS 2164640540 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 GARY WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 PRESIDENT 8.00 0 0 0 JUDITH STONE WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 1.00 0 0 0 MORRY WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 1.00 0 0 0 JEFFREY WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 4.00 0 0 0 ZEV WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 1.00 0 0 0 ELIE WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 1.00 0 0 0 NONE 0 FIVE FORTY MANAGEMENT LLC 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 MANAGEMENT FEES 239250 0 DISTRIBUTION OF FUNDS TO NUMEROUS CHARITABLE ORGANIZATIONS. 2576099 0 1450659 170874 35195838 36817371 0 0 36817371 552261 36265110 1813256 1813256 59846 59846 1753410 0 1753410 0 1753410 2566099 0 2566099 1753410 0 0 1190648 1564813 1097583 981868 654543 5489455 2566099 0 0 0 1753410 812689 0 0 6302144 0 0 0 0 0 0 1190648 5111496 1564813 1097583 981868 654543 812689 X MR GARY WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 2164640540 MR. GARY WEISS WRITTEN FORM - EXECUTIVE SUMMARY MR. GARY WEISS JANUARY 15TH MR. GARY WEISS THE FOUNDATION DOES NOT GRANT SCHOLARSHIPS TO INDIVIDUALS IR DAVID FOUNDATION POB 10342 JERUSALEM IS 91102 NONE PC COMMUNITY OUTREACH 5000 DEE FAMILY MEMORIAL PROJECTS 1 NETZER YISHAI ST EFRAT IS 9043605 NONE PC COMMUNITY OUTREACH 10000 IDC REICHMAN UNIVERSITY 8 HAUNIVERSITA ST HERZLIYA IS 4610101 NONE PC EDUCATIONAL ASSISTANCE 10000 PARDES INSTITUTE OF JEWISH STUDIES GENERAL PIERRE KOENIG ST 29 JERUSALEM IS 9346937 NONE PC COMMUNITY OUTREACH 10000 NEFESH B'NEFESH 10 SDEROT YITZCHAK RABIN JERUSALEM IS 9195020 NONE PC COMMUNITY OUTREACH 35000 LONE SOLIDER CENTER PO BOX 2708 JERUSALEM IS 9102602 NONE PC COMMUNITY OUTREACH 5000 AMERICAN FRIENDS OF SHALVA ISRAEL 1 SHALVA ROAD JERUSALEM IS 9134302 NONE PC EDUCATIONAL ASSISTANCE 10000 JEWISH BROADCAST SERVICE PO BOX 360 STANFORD CT 06904 NONE PC COMMUNITY OUTREACH 1000 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE PC EDUCATIONAL ASSISTANCE 50000 HILLEL INTERNATIONAL 800 EIGTH ST NW WASHINGTON DC 20001 NONE PC COMMUNITY OUTREACH 5000 JEWISH FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE 100 WEST PALM BEACH FL 33409 NONE PC COMMUNITY OUTREACH 20000 FOURTH QUARTER 3900 CROWN RD 16709 ATLANTA GA 30304 NONE PC COMMUNITY OUTREACH 5000 JEWISH BOOK TRUST 2723 W TOUHY AVE CHICAGO IL 60645 NONE PC COMMUNITY OUTREACH 60000 REBOOT INC 734 LONG MEADOW STREET UNIT 103 LONGMEADOW MA 01106 NONE PC COMMUNITY OUTREACH 5000 MOMENTUM UNLIMITED 6101 EXECUTIVE BLVD STE 240 ROCKVILLE MD 20852 NONE PC COMMUNITY OUTREACH 20000 TSEDAKAH PO BOX 34841 BETHESDA MD 20827 NONE PC COMMUNITY OUTREACH 5000 AMERICAN FRIENDS OF NISHMAT ONE UNIVERSITY PLAZA HACKENSACK NJ 07601 NONE PC COMMUNITY OUTREACH 110000 TORAH LIVE 206 A WYANNT STREET LAKEWOOD NJ 08701 NONE PC COMMUNITY OUTREACH 5000 REPORT INC 625 FOREST AVE LAKEWOOD NJ 08701 NONE PC COMMUNITY OUTREACHCOMMUNITY OUTREACH 5000 AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 076661490 NONE PC COMMUNITY OUTREACH 5000 YESHIVA HAR ETZION 111 GATEWAY PLACE 203 TEANECK NJ 07666 NONE PC EDUCATIONAL ASSISTANCE 15000 AMERICAN JEWISH JOINT DISTRIBUTION 711 THIRD AVENUE NEW YORK NY 10017 NONE PC COMMUNITY OUTREACH 5000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE PC COMMUNITY OUTREACH 5000 NATIONAL CONFERENCE OF SYNAGOGUE YOUTH 40 RECTOR ST 4TH FLOOR NEW YORK NY 10006 NONE PC COMMUNITY OUTREACH 10000 OU-JLIC 40 RECTOR ST 4TH FLOOR NEW YORK NY 10006 NONE PC EDUCATIONAL ASSISTANCE 10000 YESHIVA UNIVERSITY 500 WEST 185TH STREET NEW YORK NY 10033 NONE PC EDUCATIONAL ASSISTANCE 50000 BNEI AKIVA OF USA AND CANADA 520 8TH AVENUE 15TH FLOOR NEW YORK NY 10018 NONE PC COMMUNITY OUTREACH 12500 AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL 55 W 39TH ST NEW YORK NY 10018 NONE PC COMMUNITY OUTREACH 10000 AMERICAN FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 NONE PC COMMUNITY OUTREACH 35000 PEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVE NEW YORK NY 10017 NONE PC COMMUNITY OUTREACH 37000 BRONFMAN CENTER 7 EAST 10TH STREET NEW YORK NY 10003 NONE PC COMMUNITY OUTREACH 20000 OHR TORAH STONE INSTITUTIONS 49 WEST 45TH STREET 701 NEW YORK NY 10036 NONE PC COMMUNITY OUTREACH 50000 PRIZMAH 254 WEST 54TH ST NEW YORK NY 10019 NONE PC EDUCATIONAL ASSISTANCE 5000 AMERICAN FRIENDS OF MIDRESHET HAROVA 122 OAK STREET WOODMERE NY 11598 NONE PC COMMUNITY OUTREACH 2500 CHAI LIFELINE 151 WEST 30TH STREET NEW YORK NY 10001 NONE PC COMMUNITY OUTREACH 1000 AMIT CHILDREN 817 BROADWAY AVE 4 NEW YORK NY 10003 NONE PC COMMUNITY OUTREACH 10000 OPERATION OPEN CURTAIN 230 FIFTH AVE 1811 NEW YORK NY 10001 NONE PC EDUCATIONAL ASSISTANCE 3000 FRIENDS OF UNITED HATZALAH 208 E 51ST STREET SUITE 303 NEW YORK NY 10022 NONE PC COMMUNITY OUTREACH 10000 EMUNAH OF AMERICA 500 7TH AVE NEW YORK NY 10018 NONE PC COMMUNITY OUTREACH 5000 SHALEM FOUNDATION 845 THIRD AVE NEW YORK NY 10002 NONE PC EDUCATIONAL ASSISTANCE 10000 CENTRAL FUND OF ISRAEL 980 6TH AVENUE NEW YORK NY 10018 NONE PC COMMUNITY OUTREACH 29500 AMERICAN FRIENDS OF BAR LLAN UNIVERSITY 160 E 56TH 5 NEW YORK NY 10022 NONE PC EDUCATIONAL ASSISTANCE 25000 THE TIKVAH FUND 165 E 56TH 4TH FLOOR NEW YORK NY 10022 NONE PC COMMUNITY OUTREACH 10000 CLEVELAND COMMUNITY MIKVAH PO BOX 21246 CLEVELAND OH 44121 NONE PC COMMUNITY OUTREACH 30000 PARTNERS IN TORAH OF CLEVELAND INC PO BOX 202691 SHAKER HTS OH 44120 NONE PC COMMUNITY OUTREACH 1800 FUCHS MIZRACHI SCHOOL 26600 SHAKER BLVD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 385000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 4435 NOB HILL OVAL ORANGE OH 44022 NONE PC COMMUNITY OUTREACH 10000 CHABAD AT CWRU 11432 CEDAR GLEN PARKWAY CLEVELAND OH 44106 NONE PC COMMUNITY OUTREACH 20000 AISH GLOBAL 14077 CEDAR ROAD CLEVELAND OH 44118 NONE PC COMMUNITY OUTREACH 2500 YESHIVA DERECH HATORAH 1700 S TAYLOR RD CLEVELAND HEIGHTS OH 44118 NONE PC EDUCATIONAL ASSISTANCE 5000 HEBREW ACADEMY OF CLEVELAND 1860 SOUTH TAYLOR ROAD CLEVELAND HTS OH 44118 NONE PC EDUCATIONAL ASSISTANCE 62360 CLEVELAND CHESED CENTER 1898 S TAYLOR ROAD CLEVELAND OH 44118 NONE PC COMMUNITY OUTREACH 5000 THE SSRIAS KOSHER FOOD BANK 2004 S GREEN RD SOUTH EUCLID OH 44121 NONE PC COMMUNITY OUTREACH 5500 JEWISH FAMILY EXPERIENCE 23980 CHAGRIN BLVD 100 BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 10000 AMERICAN FRIENDS OF KOL TZOFAVICH 46 LYMAN STREET SHAKER HTS OH 44122 NONE PC EDUCATIONAL ASSISTANCE 35000 GREEN ROAD SYNAGOGUE 2437 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 102000 CEDAR GREEN COMMUNITY KOLLEL 2480 S GREEN ROAD UNIVERSITY HTS OH 44122 NONE PC COMMUNITY OUTREACH 51266 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 NONE PC COMMUNITY OUTREACH 595000 JOSEPH & FLORENCE MANDEL JEWISH DAY SCHOOL 26500 SHAKER BLVD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 10000 MENORAH PARK FOUNDATION 27100 CEDAR ROAD BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 1800 GROSS SCHECHTER DAY SCHOOL 27601 FAIRMOUNT BLVD PEPPER PIKE OH 44124 NONE PC EDUCATIONAL ASSISTANCE 25000 FRIENDSHIP CIRCLE 27900 GATES MILLS BLVD PEPPER PIKE OH 44124 NONE PC COMMUNITY OUTREACH 7500 MATAN B'SAYSER 3528 BLANCHE AVE CLEVELAND HEIGHTS OH 44118 NONE PC COMMUNITY OUTREACH 5000 BIKUR CHOLIM 3653 SHANNON ROAD CLEVELAND HTS OH 44118 NONE PC COMMUNITY OUTREACH 10000 CAMP STONE 2463 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 300000 KOLLEL YCM 2480 S GREEN ROAD UNIVERSITY HTS OH 44122 NONE PC COMMUNITY OUTREACH 613 FRIENDS OF ASOR 209 COMMERCE STREET ALEXANDRIA VA 22314 NONE PC COMMUNITY OUTREACH 5000 2436839 0 14 435332 531110 -18556 16 -26113 900099 1935 14 29509 900099 1599 18 4459152 -15022 4897880 0 4882858 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 18850 9425 9425 9425 SAPIRSTEIN CAPITAL 2023-01 PURCHASED 2023-12 5011 COST 0 5011 SAPIRSTEIN CAPITAL 2022-01 PURCHASED 2023-12 3412 COST 0 -3412 GOLDMAN 24769 18480 GROUND UP VENTURES FUND AT COST 369254 440886 LAKE CHARLES IISF LLC AT COST 316274 2610175 NEW ROAD VENTURES LLC AT COST 1915761 1915761 SCODIX AT COST 700000 700000 STRATEGIC VALUE INVESTORS AT COST 2086323 2086323 STRATEGIC VALUE PRIVATE INVESTORS AT COST 360824 362882 REDWOOD LIVING BRENTWOOD AT COST 5494712 5494712 CHASE PROPERTIES RETAIL OPP FUND AT COST 443461 936484 SAPIRSTEIN CAPITAL AT COST 13517925 17086484 CHASE PROPERTY DISTRIBUTION RECEIVABLE 19530 22702 22702 LAKE CHARLES DISTRIBUTION RECEIVABLE 25194 0 0 BANK FEES 20 10 10 10 OHIO FILING FEE 200 0 0 200 PRIMUS CAPITAL FUND VI 195 195 195 0 STRATEGIC VALUE INVESTORS 19820 19820 19820 0 STRATEGIC VALUE INVESTORS 6913 6913 6913 0 GROUND UP VENTURES 9040 9040 9040 0 NEWROAD 12805 12805 12805 0 SAPIRSTEIN CAPITAL 263446 263446 263446 0 CHASE 33464 33464 33464 0 BRENTWOOD COMMONS 0 0 0 0 CHASE PROPERTIES RETAIL 104173 0 104173 0 RENTAL LOSS 0 0 0 0 37959 37959 37959 0 3110 3110 3110 0 LONG-TERM LOSS FROM TRADE OR BUSINESS PROPERTY -3412 NEW ROAD VENTURES 4463 0 4463 SAPIRSTEIN CAPITAL 29509 29509 29509 SAPIRSTEIN CAPITAL -2528 0 -2528 EXEMPT 110821 WFF 91611 91611 PRIMUS CAPITAL FUND VI LP 0 858 INVESTMENT MANAGEMENT-KEYBANK 600 600 600 0 INVESTMENT MANAGEMENT-KEYBANK 612 612 612 0 INVESTMENT MANAGEMENT-KARPUS 6689 6689 6689 0 MANAGEMENT FEES 239250 119625 119625 119625 EXCISE TAX 60000 60000 60000 0 FOREIGN TAXES- SAPIRSTEIN CAPITAL 7408 7408 7408 0