2025-11-12T06:50:18-06:00 2024-12-31 874778872 WINBRIDGE SBF LTD 6450 ROCKSIDE WOODS BLVD S STE 230 INDEPENDENCE OH 44131 990PF 2024-01-01 341892327 IRVING I STONE FOUNDATION IRVI 2164640540 1999 CIRCLE DRIVE B CLEVELAND OH 44106 GARY WEISS DIRECTOR 2164640540 2025-10-30 1 0 JOSEPH SILVAGGIO CPA P00304380 2165730001 2025-10-30 2024 2025-03-06 01:10:19Z X 27006608 X X 1178637 1178637 1178637 7725 7725 7725 -998165 1096549 1115963 1096549 176441 134773 176441 2459352 2417684 1362803 0 0 0 0 161200 80600 80600 80600 79695 79695 79695 0 105629 10429 10429 200 1348760 333641 1339531 0 1695284 504365 1510255 80800 2509317 2509317 4204601 504365 1510255 2590117 -1745249 1913319 0 138261 220606 220606 24769 24769 9217 25204534 23265835 26740261 22702 36524 36524 25390266 23547734 27006608 6650 848 92469 988 99119 1836 X 0 0 0 0 25291147 23545898 25291147 23545898 25390266 23547734 25291147 -1745249 0 23545898 0 23545898 STRATEGIC VALUE P 2024-01-01 2024-12-31 119178 119178 119178 STRATEGIC VALUE P 2023-01-01 2024-12-31 202698 202698 202698 PRIMUS P 2023-01-01 2024-12-31 3186 3186 3186 GROUND UP P 2023-01-01 2024-12-31 13002 -13002 -13002 NEWROAD P 2024-01-01 2024-12-31 3165 -3165 -3165 NEWROAD P 2023-01-01 2024-12-31 2389 2389 2389 SAP CAP P 2024-01-01 2024-12-31 125908 125908 125908 SAP CAP P 2023-01-01 2024-12-31 301839 301839 301839 SAP CAP P 2024-01-01 2024-12-31 124376 124376 124376 SAP CAP P 2023-01-01 2024-12-31 186564 186564 186564 SAP CAP P 2024-01-01 2024-12-31 5584 5584 5584 SAP CAP P 2023-01-01 2024-12-31 3009 -3009 -3009 STRATEGIC VALUE P 2024-01-01 2024-12-31 238 -238 -238 STRATEGIC VALUE P 2023-01-01 2024-12-31 42512 42512 42512 GOLDMAN GAINS P 2023-01-01 2024-12-31 1729 1729 1729 1096549 371643 26595 0 26595 0 26595 65000 0 0 0 65000 0 38405 38405 0 0 0 0 0 0 0 0 0 1 1 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 161200 0 DISTRIBUTION OF FUNDS TO NUMEROUS CHARITABLE ORGANIZATIONS. 2590117 0 13849 180434 28956735 29151018 0 0 29151018 437265 28713753 1435688 1435688 26595 1082 27677 1408011 0 1408011 0 1408011 2590117 0 2590117 1408011 0 0 1564813 1097583 981868 654543 812689 5111496 2590117 0 0 0 1408011 1182106 0 0 6293602 0 0 0 0 0 0 1564813 4728789 1097583 981868 654543 812689 1182106 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 AISH GLOBAL 14077 CEDAR ROAD CLEVELAND OH 44118 NONE PC COMMUNITY OUTREACH 2500 AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL 55 W 39TH ST NEW YORK NY 10018 NONE PC COMMUNITY OUTREACH 10000 AMERICAN FRIENDS OF BAR LLAN UNIVERSITY 160 E 56TH 5 NEW YORK NY 10022 NONE PC EDUCATIONAL ASSISTANCE 25000 AMERICAN FRIENDS OF KOL TZOFAVICH 46 LYMAN STREET SHAKER HTS OH 44122 NONE PC EDUCATIONAL ASSISTANCE 34000 AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 076661490 NONE PC COMMUNITY OUTREACH 6000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 4435 NOB HILL OVAL ORANGE OH 44022 NONE PC COMMUNITY OUTREACH 10000 AMERICAN FRIENDS OF MIDRESHET HAROVA 122 OAK STREET WOODMERE NY 11598 NONE PC COMMUNITY OUTREACH 2500 AMERICAN FRIENDS OF SHALVA ISRAEL 1 SHALVA ROAD JERUSALEM IS 9134302 NONE PC EDUCATIONAL ASSISTANCE 10000 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE PC EDUCATIONAL ASSISTANCE 50000 AMERICAN JEWISH JOINT DISTRIBUTION 711 THIRD AVENUE NEW YORK NY 10017 NONE PC COMMUNITY OUTREACH 5000 AMIT CHILDREN 817 BROADWAY AVE 4 NEW YORK NY 10003 NONE PC COMMUNITY OUTREACH 10000 BIKUR CHOLIM 3653 SHANNON ROAD CLEVELAND HTS OH 44118 NONE PC COMMUNITY OUTREACH 10000 BNEI AKIVA OF USA AND CANADA 520 8TH AVENUE 15TH FLOOR NEW YORK NY 10018 NONE PC COMMUNITY OUTREACH 12500 BRONFMAN CENTER 7 EAST 10TH STREET NEW YORK NY 10003 NONE PC COMMUNITY OUTREACH 20000 CAMP STONE 2463 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 125000 CENTRAL FUND OF ISRAEL 980 6TH AVENUE NEW YORK NY 10018 NONE PC COMMUNITY OUTREACH 27000 CHABAD AT CWRU 11432 CEDAR GLEN PARKWAY CLEVELAND OH 44106 NONE PC COMMUNITY OUTREACH 20000 CHAI LIFELINE 151 WEST 30TH STREET NEW YORK NY 10001 NONE PC COMMUNITY OUTREACH 1000 CLEVELAND CHESED CENTER 1898 S TAYLOR ROAD CLEVELAND OH 44118 NONE PC COMMUNITY OUTREACH 5000 CLEVELAND COMMUNITY MIKVAH PO BOX 21246 CLEVELAND OH 44121 NONE PC COMMUNITY OUTREACH 5000 FOURTH QUARTER 3900 CROWN RD 16709 ATLANTA GA 30304 NONE PC COMMUNITY OUTREACH 5000 FRIENDS OF UNITED HATZALAH 208 E 51ST STREET SUITE 303 NEW YORK NY 10022 NONE PC COMMUNITY OUTREACH 10000 FRIENDSHIP CIRCLE 27900 GATES MILLS BLVD PEPPER PIKE OH 44124 NONE PC COMMUNITY OUTREACH 7500 FUCHS MIZRACHI SCHOOL 26600 SHAKER BLVD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 380000 GREEN ROAD SYNAGOGUE 2437 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 101960 GROSS SCHECHTER DAY SCHOOL 27601 FAIRMOUNT BLVD PEPPER PIKE OH 44124 NONE PC EDUCATIONAL ASSISTANCE 25000 HEBREW ACADEMY OF CLEVELAND 1860 SOUTH TAYLOR ROAD CLEVELAND HTS OH 44118 NONE PC EDUCATIONAL ASSISTANCE 60360 HILLEL INTERNATIONAL 800 EIGTH ST NW WASHINGTON DC 20001 NONE PC COMMUNITY OUTREACH 5000 IDC REICHMAN UNIVERSITY 8 HAUNIVERSITA ST HERZLIYA IS 4610101 NONE PC EDUCATIONAL ASSISTANCE 10000 IR DAVID FOUNDATION POB 10342 JERUSALEM IS 91102 NONE PC COMMUNITY OUTREACH 5000 JEWISH BOOK TRUST 2723 W TOUHY AVE CHICAGO IL 60645 NONE PC COMMUNITY OUTREACH 40000 JEWISH FAMILY EXPERIENCE 23980 CHAGRIN BLVD 100 BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 10000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 NONE PC COMMUNITY OUTREACH 1070000 JEWISH FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE 100 WEST PALM BEACH FL 33409 NONE PC COMMUNITY OUTREACH 20000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE PC COMMUNITY OUTREACH 5000 JOSEPH & FLORENCE MANDEL JEWISH DAY SCHOOL 26500 SHAKER BLVD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 10000 KOLLEL YCM 2480 S GREEN ROAD UNIVERSITY HTS OH 44122 NONE PC COMMUNITY OUTREACH 613 LONE SOLIDER CENTER PO BOX 2708 JERUSALEM IS 9102602 NONE PC COMMUNITY OUTREACH 5000 MATAN B'SAYSER 3528 BLANCHE AVE CLEVELAND HEIGHTS OH 44118 NONE PC COMMUNITY OUTREACH 5000 MOMENTUM UNLIMITED 6101 EXECUTIVE BLVD STE 240 ROCKVILLE MD 20852 NONE PC COMMUNITY OUTREACH 10000 NEFESH B'NEFESH 10 SDEROT YITZCHAK RABIN JERUSALEM IS 9195020 NONE PC COMMUNITY OUTREACH 25000 OU-JLIC 40 RECTOR ST 4TH FLOOR NEW YORK NY 10006 NONE PC EDUCATIONAL ASSISTANCE 10000 PARDES INSTITUTE OF JEWISH STUDIES GENERAL PIERRE KOENIG ST 29 JERUSALEM IS 9346937 NONE PC COMMUNITY OUTREACH 10000 PARTNERS IN TORAH OF CLEVELAND INC PO BOX 202691 SHAKER HTS OH 44120 NONE PC COMMUNITY OUTREACH 1800 PEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVE NEW YORK NY 10017 NONE PC COMMUNITY OUTREACH 43000 PRIZMAH 254 WEST 54TH ST NEW YORK NY 10019 NONE PC EDUCATIONAL ASSISTANCE 5000 REBOOT INC 734 LONG MEADOW STREET UNIT 103 LONGMEADOW MA 01106 NONE PC COMMUNITY OUTREACH 5000 REPORT INC 625 FOREST AVE LAKEWOOD NJ 08701 NONE PC COMMUNITY OUTREACHCOMMUNITY OUTREACH 5000 SHALEM FOUNDATION 845 THIRD AVE NEW YORK NY 10002 NONE PC EDUCATIONAL ASSISTANCE 10000 THE SSRIAS KOSHER FOOD BANK 2004 S GREEN RD SOUTH EUCLID OH 44121 NONE PC COMMUNITY OUTREACH 5500 TORAH LIVE 206 A WYANNT STREET LAKEWOOD NJ 08701 NONE PC COMMUNITY OUTREACH 5000 YESHIVA DERECH HATORAH 1700 S TAYLOR RD CLEVELAND HEIGHTS OH 44118 NONE PC EDUCATIONAL ASSISTANCE 2200 YESHIVA UNIVERSITY 500 WEST 185TH STREET NEW YORK NY 10033 NONE PC EDUCATIONAL ASSISTANCE 60000 FRIENDS OF JEWISH COLLEGE OF TECHNOLOGY 445 CENTRAL AVE SUITE 307 CEDARHURST NY 11516 NONE PC EDUCATIONAL ASSISTANCE 10000 FIDF 60 EAST 42ND ST NEW YORK NY 10165 NONE PC COMMUNITY OUTREACH 25000 FACING HISTORY & OURSELVES 89 SOUTH STREET SUITE 401 BOSTON MA 02111 NONE PC COMMUNITY OUTREACH 5000 CENTRAL EAST NCSY 2200 S GREEN ROAD UNIVERSITY HEIGHTS OH 44121 NONE PC COMMUNITY OUTREACH 10000 NETZACH EDUCATIONAL NETWORK 5014 16TH AVE 164 BROOKLYN NY 11204 NONE PC EDUCATIONAL ASSISTANCE 5000 ADAMAH 5425 MT GILEAD ROAD REISTERTOWN MD 21136 NONE PC COMMUNITY OUTREACH 47000 HATZOLAH AIR 75 CO RD 183A HANGER 7 MONGAUP VALLEY NY 12762 NONE PC COMMUNITY OUTREACH 2500 JGIVE- FRIENDS OF ASOR FUND 43 LUBLIN TR LAKEWOOD NJ 08701 NONE PC COMMUNITY OUTREACH 10000 ONEFAMILY 1029 TEANECK RD RUITE 3B TEANECK NJ 07666 NONE PC COMMUNITY OUTREACH 10000 MABUA 630 THIRD AVE NEW YORK NY 10017 NONE PC COMMUNITY OUTREACH 1369 THE ETZION FOUNDATION 111 GALWAY PL SUITE 203 TEANECK NJ 07666 NONE PC COMMUNITY OUTREACH 15000 JEWISH PEOPLE POLICY GIVAT RAM CAMPUS POB 39156 JERUSALEM IS 9139101 NONE PC COMMUNITY OUTREACH 5000 DONATIONS- SAP CAP 1999 CIRCLE DRIVE SUITE B CLEVELAND OH 44106 NONE PC COMMUNITY OUTREACH 15 2509317 0 14 1178637 531110 -1005890 16 7725 900099 4500 14 171941 18 1096549 -1001390 2454852 0 1453462 0 0 0 0 0 0 0 0 0 0 GOLDMAN 24769 9217 GROUND UP VENTURES FUND AT COST 350589 440886 LAKE CHARLES IISF LLC AT COST 211693 1738981 NEW ROAD VENTURES LLC AT COST 1906555 0 SCODIX AT COST 700000 700000 STRATEGIC VALUE INVESTORS AT COST 2439387 2509863 STRATEGIC VALUE PRIVATE INVESTORS AT COST 279760 266502 REDWOOD LIVING BRENTWOOD AT COST 4573980 4963208 CHASE PROPERTIES RETAIL OPP FUND AT COST 272591 704011 SAPIRSTEIN CAPITAL AT COST 12531280 15416810 CHASE PROPERTY DISTRIBUTION RECEIVABLE 22702 36524 36524 LAKE CHARLES 99 0 0 0 BRENTWOOD COMMONS 719 0 0 0 BANK FEE 39 39 39 0 PRIMUS CAPITAL FUND VI 110 110 110 0 STRATEGIC VALUE INVESTORS 23279 23279 23279 0 STRATEGIC VALUE INVESTORS 5546 5546 5546 0 GROUND UP VENTURES 5740 5740 5740 0 NEWROAD 11926 11926 11926 0 SAPIRSTEIN CAPITAL 287001 287001 287001 0 CHASE 35 0 0 0 NEWROAD 39 0 0 0 SAPIRSTEIN CAPITAL 8337 0 0 0 13885 0 13885 0 BRENTWOOD COMMONS 930275 0 930275 0 CHASE PROPERTIES RETAIL 61730 0 61730 0 RENTAL LOSS 0 0 0 0 NEW ROAD VENTURES 3265 0 3265 SAPIRSTEIN CAPITAL 102705 102705 102705 STRATEGIC VALUE 1235 0 1235 CHASE PROPERTIES 32068 32068 32068 EXEMPT INCOME 37168 0 37168 WFF 91611 0 PRIMUS CAPITAL FUND VI LP 858 988 MANAGEMENT FEES 161200 80600 80600 80600 EXCISE TAX 95000 0 0 0 FOREIGN TAXES- SAPIRSTEIN CAPITAL 8873 8873 8873 0 OHIO FEE 200 0 0 200 STATE TAXES FROM PTE 1556 1556 1556 0