2018-11-07T07:23:56-06:00 2017-12-31 SUSTIN BARTELL & FITZGERALD LTD 1801 EAST 9TH STREET 920 CLEVELAND OH 44114 990PF 2017-01-01 346548007 SAPIRSTEIN-STONE-WEISS FOUNDATION % MARY KAY INCANDELA SAPI 2164640540 28601 CHAGRIN BLVD Suite 500 WOODMERE OH 44122 GARY WEISS TRUSTEE 2162527300 2018-11-05 true JOSEPH SILVAGGIO P00304380 2166211180 2018-11-05 207.89.35.162 34136120183115000003 2018-11-07 P 0E45810130A5BE1429AC1E30B8C0C9452564FF1D 0E45810130A5BE1429AC1E30B8C0C9452564FF1D 2017 2019-02-21 02:37:17Z X X 13607861 X 0 76 76 76 199017 199017 199017 242818 1414528 242818 468851 468851 468851 910762 910762 667944 0 9050 4525 4525 4525 102097 102097 102097 25168 25168 25168 52 52 52 1287 1287 471 271 271 200 138125 132113 132113 6012 473117 473117 611242 132113 132113 479129 299520 778649 535831 64999 77502 77502 442800 131851 131851 4489577 5096328 8479913 2114219 1799377 1809494 3001388 3307445 3109101 10112983 10412503 13607861 0 0 X 10112983 10412503 10112983 10412503 10112983 10412503 10112983 299520 10412503 10412503 VANGUARD REAL ESTATE FUND-CGD P 2016-01-01 2017-12-31 206 0 206 206 VANGUARD FUND-CGD P 2016-01-01 2017-12-31 21408 0 21408 21408 VANGUARD FUND-CGD P 2016-01-01 2017-12-31 29123 0 29123 29123 VANGUARD FUND-CGD P 2016-01-01 2017-12-31 17218 0 17218 17218 VANGUARD FUND-CGD P 2016-01-01 2017-12-31 11027 0 11027 11027 BOTEL ASSET MGMT-CGD P 2016-01-01 2017-12-31 33011 0 33011 33011 BOTEL ASSET MGMT P 2016-12-19 2017-07-11 1963 2296 -333 -333 BOTEL ASSET MGMT P 2016-01-12 2017-09-19 29140 25020 4120 4120 KEYBANK 0568841 P 321099 319902 1197 1197 KEYBANK (KARPUS) P 50533 43289 7244 7244 WVP EMERGING MANAGER P 2016-01-01 2017-12-31 5 0 5 5 KEYBANK (KARPUS)-CGD P 14199 0 14199 14199 KEYBANK (KARPUS) P 885596 781203 104393 104393 242818 false 467577 12437482 0.037594 248818 12421564 0.020031 341404 11623527 0.029372 2073086 11463232 0.180847 202257 11640558 0.017375 0.285219 0.057044 12930098 737585 7786 745371 479129 15573 15573 15573 25980 20000 45980 30407 30407 false false false false false false false false true OH true false false false false true MARY KAY INCANDELA 2164640540 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 false false false false false false false false false false false false false false false false false false false false false false JEFFREY WEISS 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 DIRECTOR 2.0 0 0 0 ZEV WEISS 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 DIRECTOR/TREASURER/SECRETARY 1.0 0 0 0 MARY KAY INCANDELA 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 DIRECTOR 8.0 0 0 0 ELIE WEISS 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 DIRECTOR 2.0 0 0 0 JUDITH WEISS 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 DIRECTOR 1.0 0 0 0 GARY WEISS 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 DIRECTOR 4.0 0 0 0 MORRY WEISS 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 DIRECTOR 1.0 0 0 0 DISTRIBUTION OF FUNDS TO NUMEROUS CHARITABLE ORGANIZATIONS. 12768427 358576 0 13127003 0 13127003 196905 12930098 646505 646505 15573 15573 630932 630932 630932 479129 0 0 0 0 479129 479129 630932 0 2015 2014 2013 0 1010967 1010967 479129 0 479129 0 151803 151803 859164 0 0 0 0 859164 859164 NA NA MR GARY WEISS 28601 CHAGRIN BLVD 500 WOODMERE OH 44122 2164640540 WRITTEN FORM - EXECUTIVE SUMMARY JANUARY 15TH THE FOUNDATION DOES NOT GRANT SCHOLARSHIPS TO INDIVIDUALS JEWISH FEDERATION OF PALM BEACH COUNTY 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 NONE PC COMMUNITY OUTREACH 13000 GREEN ROAD SYNAGOGUE 2437 GREEN ROAD BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 30380 CAMP STONE 2463 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC EDUCATIONAL SUPPORT 1750 BEACHWOOD KOLLEL 2203 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 540 FEURERSTEIN INSTITUTE 47 NARKISS STREET JERUSALEM IS 91077 NONE PC COMMUNITY OUTREACH 40000 MESTIVA OF WEST BLOOMFIELD 4200 WALNUT LAKE ROAD WEST BLOOMFIELD MI 48323 NONE PC EDUCATIONAL SUPPORT 16000 FUCHS MIZRACHI SCHOOL 26600 SHAKER BLVD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 245627 BNEI AKIVA OF CLEVELAND 2463 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC EDUCATIONAL SUPPORT 1000 CHABAD OF PALM BEACH GARDENS 7026 FAIRVIEW LANE PALM BEACH FL 33418 NONE PC EDUCATIONAL SUPPORT 9500 GARDENS JEWISH EXPERIENCE 10800 N MILITARY TRAIL SUITE 215 PALM BEACH GARDENS FL 33410 NONE PC COMMUNITY OUTREACH 500 HEBREW ACADEMY OF CLEVELAND 1860 S TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 NONE PC EDUCATIONAL 720 HILLEL OF BROWARD AND PALM BEACH 777 GLADES ROAD BOCA RATON FL 33431 NONE PC EDUCATIONAL 2000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 50000 MALTZ MUSEUM OF JEWISH HERITAGE 2929 RICHMOND ROAD BEACHWOOD OH 44122 NONE PC EDUCATIONAL 5000 MONTEFIORE FOUNDATION 1 DAVID MYERS PARKWAY BEACHWOOD OH 44122 NONE PC EDUCATIONAL 12500 PEF ISRAEL ENDOWMENT FUNDS INC 14455 E CARROLL BOULEVARD UNIVERSITY HEIGHTS OH 44118 NONE PC EDUCATIONAL 35000 UNITED ORTHODOX SYNAGOGUES 9001 GREENWILLOW STREET HOUSTON TX 77096 NONE PC COMMUNITY OUTREACH 5000 YACHAD 11 BROADWAY 13TH FLOOR NEW YORK NY 10004 NONE PC EDUCATIONAL 1000 YESHIVA BETH YEHUDAH 15751 LINCOLN DRIVE SOUTHFIELD MI 48076 NONE PC EDUCATIONAL 3600 473117 14 76 14 199017 18 242818 18 468851 910762 910762 false false false false false false false false false false TAX RETURN PREPARATION 9050 4525 4525 4525 ISRAEL BONDS 650000 649999 KEYTRUST ACCT 568841 BOND FUND 1149377 1159495 VANGUARD FUNDS 2623311 5343282 KEYBANK 1183680 - KARPUS 1849009 2189498 BOTEL ASSET MANAGEMENT 624008 947133 ASCOT PARTNERS 15548 15548 GOLDMAN STRATEGIC ASIA FUND 0 0 SMC ALTERNATIVE FUND 0 0 ARIEL FUND 232761 45350 WORTH VENTURE FUNDS 1000000 989067 OMEGA OVERSEAS PARTNERS AT COST 2059136 2059136 HOCHMAN CONSULTING BENESCH FRIEDLANDER STATE OF OHIO FEES 200 200 BANK FEES 70 70 70 ASCOT PARTNERS 200 200 200 WVP EMERGING MANAGER 1 1 1 ARIEL FUND 144963 144963 144963 WORTH VENTURE PARTNERS 3433 3433 3433 OMEGA OVERSEAS PARTNERS 295509 295509 295509 WVP EMEGRING MANAGER 24946 24946 24946 INVESTMENT COUNSEL-KARPUS 24332 24332 24332 VICKI AGRON CONSULTING 2500 2500 2500 BOTEL ASSET MGMT 8601 8601 8601 KEYBANK FEES 89 89 89 OMEGA OVERSEAS PARTNERS 28228 28228 28228 WVP EMERGING MANAGER INVESTMENT COUNSEL-KGC 8000 8000 8000 TRUSTEE FEES 22500 22500 22500 TRUST MANAGEMENT FEES 7847 7847 7847 FOREIGN TAXES-BOTEL FOREIGN TAXES-WVP FOREIGN TAXES-VANGUARD 52 52 52