2016-11-07T14:11:11-06:00 2015-12-31 SUSTINBARTELLWALDMAN & FITZGERALD 1801 EAST 9TH STREET 920 CLEVELAND OH 44114 990PF 2015-01-01 346548007 SAPIRSTEIN-STONE-WEISS FOUNDATION % MARY KAY INCANDELA SAPI 2162527300 ONE AMERICAN BLVD CLEVELAND OH 44145 GARY WEISS TRUSTEE 2162527300 2016-11-03 true KENNETH S SUSTIN P01204018 2166211180 2016-11-03 2015 2017-02-10 21:41:12Z X X 12473425 X 0 698 698 698 153707 153707 153707 222929 1563191 222929 419335 419335 419335 796669 796669 573740 9330 4000 4000 5330 7950 3975 3975 3975 81628 81628 81628 723 723 723 288 288 99919 90326 90326 9593 239225 239225 339144 90326 90326 248818 457525 706343 483414 731941 293258 293258 928600 380414 380414 3928851 4251478 6428989 2727975 2279982 2287884 1501483 3071243 3082880 9818850 10276375 12473425 0 X 9818850 10276375 9818850 10276375 9818850 10276375 9818850 457525 10276375 10276375 KEYBANK ACCOUNT 1183680 P 2008-01-01 2015-02-10 254364 199702 54662 54662 KEYBANK ACCOUNT 1183680 P 2015-02-10 2015-09-23 23013 23722 -709 -709 VANGUARD FUNDS CG DIVIDENDS 2014-01-01 2015-12-31 106224 0 106224 106224 BOTEL ASSET MANAGEMENT P 2010-01-01 2015-12-10 59168 55761 3407 3407 BOTEL CG DIVIDENDS P 2014-01-01 2015-12-31 30167 0 30167 30167 BOTEL ASSET MANAGEMENT P 2014-12-31 2015-12-10 5150 5634 -484 -484 WVP EMERGING MANAGER-40% 1256 GAIN P 2015-01-01 2015-12-15 9109 0 9109 9109 WVP EMERGING MANAGER-60% 1256 GAIN P 2014-01-01 2015-12-31 13663 0 13663 13663 KEYBANK ACCOUNT 0568841 P 812333 805443 6890 6890 KEYBANK ACCOUNT 1183700 P 2010-04-01 2015-04-01 250000 250000 222929 false 341404 11623527 0.029372 2073086 11463232 0.180847 202257 11640558 0.017375 349260 10101491 0.034575 519240 10375972 0.050043 0.312212 0.062442 12421564 775627 7063 782690 248818 14127 14127 14127 26191 20000 46191 32064 32064 false false false false false false false false true OH true false false false false true MARY KAY INCANDELA 2162527300 ONE AMERICAN BLVD CLEVELAND OH 44145 false false false false false false false false false false false false false false false false false false false false false false JEFFREY WEISS ONE AMERICAN BLVD CLEVELAND OH 44145 TRUSTEE/VP 0 0 ZEV WEISS ONE AMERICAN BLVD CLEVELAND OH 44145 TRUSTEE/TREASURER/SECRETARY 0 0 STEVEN TATAR ONE AMERICAN BLVD CLEVELAND OH 44145 TRUSTEE/VP 0 0 ELIE WEISS ONE AMERICAN BLVD CLEVELAND OH 44145 TRUSTEE/VP 0 0 JUDITH WEISS ONE AMERICAN BLVD CLEVELAND OH 44145 TRUSTEE/VP 0 0 DISTRIBUTION OF FUNDS TO NUMEROUS CHARITABLE ORGANIZATIONS. 12000525 610200 0 12610725 0 12610725 189161 12421564 621078 621078 14127 14127 606951 606951 606951 248818 0 0 0 0 248818 248818 606951 0 2013 2012 2011 0 10753 1506560 1517313 248818 0 248818 0 358133 358133 1159180 0 0 0 0 1159180 1159180 NA NA MR GARY WEISS ONE AMERICAN BLVD CLEVELAND OH 44145 2162527300 WRITTEN FORM - EXECUTIVE SUMMARY JANUARY 15TH DOES NOT GRANT SCHOLARSHIPS TO INDIVIDUALS. HEBREW ACADEMY OF CLEVELAND 1860 SOUTH TAYLOR ROAD CLEVELAND OH 44118 NONE PC EDUCATIONAL SUPPORT 360 JEWISH FEDERATION OF PALM BEACH COUNTY 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 NONE PC EDUCATIONAL SUPPORT 12500 GREEN ROAD SYNAGOGUE 2437 GREEN ROAD BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 30500 ANTI-DEFAMATION LEAGUE 505 TERMINAL TOWER CLEVELAND OH 44113 NONE PC COMMUNITY OUTREACH 10000 YOUNG ISRAEL 2463 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 1265 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 14000 WAXMAN CHABAD CENTER 2479 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 1000 UNITED HATZALAH 78 YIRMIYAHU STREET JERUSALEM IS 91361 NONE PC COMMUNITY OUTREACH 10000 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET WASHINGTON DC 20036 NONE PC EMERGENCY MEDICAL AID 15000 JERUSALEM GREAT SYNAGOGUE 56 KING GEORGE STREET JERUSALEM IS 91078 NONE PC RELIGIOUS SUPPORT 5000 TEAM YACHAD JERUSALEM 11 BROADWAY NEW YORK NY 10004 NONE PC AID TO DISABLED 1000 SHABBOS PROJECT CLEVELAND PO BOX 22706 BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 6000 ORTHODOX UNION 11 BROADWAY NEW YORK NY 10004 NONE PC COMMUNITY OUTREACH 5000 OHR TORAH STONE 49 WEST 45TH STREET NEW YORK NY 10036 NONE PC RELIGIOUS SUPPORT 50000 MONTEFIORE FOUNDATION 1 NORTH DAVID MYERS PARKWAY BEACHWOOD OH 44122 NONE PC AID TO ELDERLY 5000 MESTIVA OF WEST BLOOMFIELD 4200 WALNUT LAKE ROAD WEST BLOOMFIELD MI 48323 NONE PC COMMUNITY OUTREACH 8900 MENORAH PARK 27100 CEDAR ROAD BEACHWOOD OH 44122 NONE PC SENIOR CARE 1800 MANDEL JEWISH COMMUNITY CENTER 36001 SOUTH WOODLAND BLVD BEACHWOOD OH 44122 NONE PC COMMUNITY OUTREACH 5000 HILLEL OF BROWARD AND PALM BEACH 777 GLADES ROAD BOCA RATON FL 33431 NONE PC COMMUNITY OUTREACH 7500 GROSS SCHECTER DAY SCHOOL 27601 FAIRMOUNT BLVD PEPPER PIKE OH 44124 NONE PC EDUCATIONAL ASSISTANCE 10000 FUCHS MIZRACHI SCHOOL 26600 SHAKER BLVD BEACHWOOD OH 44122 NONE PC EDUCATIONAL ASSISTANCE 34900 ISRAELI DEFENSE FORCES MINISTRY OF DEFENSE HAKIYRA TEL AVIV IS 61909 NONE PC SUPPORT ISRAEL DEFENSE FORCE 2000 DEVELOPMENT CORP FOR ISRAEL 575 LEXINGTON AVE NEW YORK NY 10022 NONE PC COMMUNITY OUTREACH 1000 BNEI AKIVA 520 8TH AVE NEW YORK NY 10018 NONE PC RELIGIOUS EDUCATION 1000 ARTHUR MEYER JEWISH ACADEMY 5225 HOOD ROAD PALM BEACH GARDENS FL 33418 NONE PC EDUCATIONAL ASSISTANCE 500 239225 14 698 14 153707 18 419335 18 222929 796669 796669 false false false false false false false false false false TAX RETURN PREPARATION 7950 3975 3975 3975 ISRAEL BONDS 650000 649118 KEYTRUST ACCT 568841 BOND FUND 1629982 1638766 VANGUARD FUNDS 2315055 4327407 KEYBANK 1183680 - KARPUS 1317881 1390454 BOTEL ASSET MANAGEMENT 618542 711128 ASCOT PARTNERS 9553 0 GOLDMAN STRATEGIC ASIA FUND 72149 14778 SMC ALTERNATIVE FUND 68168 74361 ARIEL FUND 232761 308070 WORTH VENTURE FUNDS 1000000 997059 OMEGA OVERSEAS PARTNERS AT COST 1688612 1688612 HOCHMAN CONSULTING 8000 4000 4000 4000 BENESCH FRIEDLANDER 1330 1330 STATE OF OHIO FEES 200 200 BANK FEES 88 88 ARIEL FUND 348349 348349 348349 MERKIN SETTLEMENT 354747 354747 354747 KEYBANK 1183680 370 370 370 OMEGA OVERSEAS PARTNERS -311353 -311353 -311353 OMEGA OVERSEAS PARTNERS-OTHER 2244 2244 2244 WVP EMERGING MANAGER 22885 22885 22885 ASCOT PARTNERS 5 5 5 SPRING MOUNTAIN CAPITAL 2088 2088 2088 INVESTMENT COUNSEL 19382 19382 19382 TRUST MANAGMENT FEES 12234 12234 12234 BOTEL ASSET MGMT 7239 7239 7239 KEYBANK FEES 12234 12234 12234 OMEGA OVERSEAS PARTNERS 18647 18647 18647 WVP EMERGING MANAGER 11643 11643 11643 ASCOT PARTNERS 249 249 249 FOREIGN TAXES-BOTEL 33 33 33 FOREIGN TAXES-WVP 569 569 569 FOREIGN TAXES-VANGUARD 121 121 121