2022-11-12T23:18:49-06:00 2021-12-31 341748861 SUSTIN BARTELL & FITZGERALD 6450 ROCKSIDE WOODS BLVD S SUITE 230 INDEPENDENCE OH 44131 990PF 2021-01-01 346548007 SAPIRSTEIN-STONE-WEISS FOUNDATION SAPI 2164640540 1999 CIRCLE DRIVE B CLEVELAND OH 44106 GARY WEISS DIRECTOR 2164640540 2022-11-10 1 GARY WEISS XXX-XX-XXXX JOSEPH SILVAGGIO CPA P00304380 2166211180 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 17716175 X X 29 29 29 302923 302923 302923 143876 143876 143876 143876 751160 2289923 751160 49081 49081 49081 1247069 1247069 495909 0 0 0 0 19600 9800 9800 9800 250821 183771 183771 67050 26678 26678 26678 0 250 50 50 200 297349 220299 220299 77050 1081000 1081000 1378349 220299 220299 1158050 -131280 1026770 275610 220722 47968 47968 377716 301283 301283 3000 3000 3000 6321914 7268429 14600894 1477441 1086543 1099323 1150611 841722 1531923 242700 131784 131784 9791104 9680729 17716175 0 0 X 0 0 0 0 9791104 9680729 9791104 9680729 9791104 9680729 9791104 -131280 20905 9680729 0 9680729 KEYBANK P 2021-01-01 2021-10-06 506817 462852 43965 43965 KEYBANK P 2020-01-01 2021-12-27 719251 479682 239569 239569 BOTEL P 2020-01-01 2021-05-25 36338 9551 26787 26787 KEYBANK 8841 P 2020-01-01 2021-12-31 399879 386678 13201 13201 KEYBANK 83700 P 2020-01-01 2021-06-01 200000 200000 0 0 WVP P 2021-01-01 2021-12-31 367 367 367 WVP P 2020-01-01 2021-12-31 48474 48474 48474 CAPITAL GAINS DIVIDENDS P 378797 378797 378797 751160 44332 14272 0 14272 0 14272 20000 0 30000 0 50000 0 35728 35728 0 0 0 0 0 0 0 0 0 1 1 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 2.00 0 0 0 ZEV WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR/TREASURER/SECRETA 1.00 0 0 0 ELIE WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 2.00 0 0 0 JUDITH WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 1.00 0 0 0 GARY WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 4.00 0 0 0 MORRY WEISS 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 DIRECTOR 1.00 0 0 0 NONE 0 FIVE FORTY MANAGEMENT 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 MANAGEMENT 134100 0 DISTRIBUTION OF FUNDS TO NUMEROUS CHARITABLE ORGANIZATIONS. 1183050 0 16066960 473845 0 16540805 0 0 16540805 248112 16292693 814635 814635 14272 3287 17559 797076 0 797076 0 797076 1158050 0 1158050 797076 236839 0 0 1158050 236839 0 0 797076 124135 0 0 124135 0 0 0 0 0 0 0 124135 124135 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 CAMP STONE 2145 DEER RUN RD SUGAR GROVE PA 16350 NONE PC EDUCATIONAL SUPPORT 150000 GREEN ROAD SYNAGOGUE 2437 GREEN ROAD BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 30000 JEWISH COMMUNITY FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE BEACHWOOD OH 44122 NONE PC EDUCATIONAL SUPPORT/COMMUNITY OUTREACH 900000 THE YAACOV HERZOG CENTER KIBBUTZ EIN TSURIM IS NONE PC EDUCATIONAL SUPPORT 1000 1081000 0 14 29 14 302923 531120 143876 14 49081 18 751160 143876 1103193 0 1247069 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 19600 9800 9800 9800 KEY 83700- ISRAEL BONDS 650000 648037 KEYTRUST ACCT 568841 BOND FUND 436543 451286 BOTEL ASSET MANAGEMENT 931241 1710110 KEYBANK 1183680 - KARPUS 2514001 3491519 VANGUARD FUNDS 3823187 9399265 WORTH VENTURE FUNDS AT COST 368609 503665 540 DOTHAN AT COST 473113 1028258 DIST REC- 540 DOTHAN 242700 131784 131784 STATE OF OHIO FEES 200 0 0 200 BANK FEES 40 40 40 0 NONDEDUCTIBLE EXPENSES FROM PTE 10 10 10 0 WVP 13330 13330 13330 CLASS ACTION 65 65 65 TAX REFUND 35686 35686 35686 RETURN OF CAPITAL 20905 INVESTMENT COUNSEL-KARPUS 44293 44293 44293 0 BOTEL ASSET MGMT 13603 13603 13603 0 KEYBANK FEES 7971 7971 7971 0 TRUST MANAGEMENT FEES 41 41 41 0 FOUNDATION MANAGEMENT FEES 134100 67050 67050 67050 WVP EMERGING MANAGER 50813 50813 50813 0 FOREIGN TAXES KEYBANK 3680 1630 1630 1630 0 FOREIGN TAXES VG/BOTEL 48 48 48 0 EXCISE TAX 25000 25000 25000 0