2014-11-13T13:57:04-06:00 2013-12-31 341945695 SS&G INC 301 SPRINGSIDE DRIVE AKRON OH 443332434 990PF 2013-01-01 203886434 WOLFORT FAMILY FOUNDATION WOLF 2167363357 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 DAVID A WOLFORT DIRECTOR 2167363357 2014-11-05 1 ROBERT LITTMAN P00058079 3306689696 2014-11-05 2013 2015-12-30 17:16:21Z X 746904 X 250560 19001 18999 10200 10200 5017 20190 436979 20190 250 250 300201 49639 0 0 0 699 699 0 1000 1000 0 1880 1880 3303 3303 0 364 164 0 7246 7046 0 104395 104395 111641 7046 104395 188560 42593 44197 388265 388265 403049 258597 261990 49088 49088 34913 63000 3212 61668 59788 59788 2984 1948 1948 560986 757686 746904 0 0 X 0 0 0 0 560986 757686 560986 757686 560986 757686 560986 188560 8316 757862 176 757686 4,612.546 SHS DIVIDEND PLUS INCOME INSTL CLASS P 2012-04-18 2013-06-24 49657 49287 370 370 1,367.366 SHS DIVIDEND PLUS INCOME INSTL CLASS P 2012-04-18 2013-08-20 14994 14611 383 383 13,000.000 SHS OLYMPIC STEEL INC, ZEU P 2011-12-06 2013-12-27 372029 352600 19429 19429 MAI STRATEGIC EQUITY ALLOCATION MASTER FUND P 2012-01-01 2013-12-31 291 -291 -291 CAPITAL GAINS DIVIDENDS P 299 299 299 20190 0 116273 429182 0.270918 90639 260439 0.348024 71998 483709 0.148846 91061 458889 0.198438 67373 938027 0.071824 1.038050 0.207610 440790 91512 426 91938 104395 X 426 0 426 0 426 1222 1222 796 796 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A DAVID A WOLFORT 2167363357 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA V WOLFORT 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 DIRECTOR/PRESIDENT 5.00 0 0 0 DAVID A WOLFORT 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 DIRECTOR/SECRETARY/TREASUR 5.00 0 0 0 JUSTIN A WOLFORT 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 DIRECTOR 1.00 0 0 0 ANDREW F WOLFORT 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 DIRECTOR 1.00 0 0 0 ERICA R WOLFORT 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 408507 38996 0 447503 0 0 447503 6713 440790 22040 22040 426 426 21614 0 21614 0 21614 104395 0 104395 426 103969 21614 0 0 21528 22709 48017 77769 95218 265241 104395 0 0 0 21614 82781 0 0 348022 0 0 0 0 0 0 21528 326494 22709 48017 77769 95218 82781 DAVID A WOLFORT DAVID WOLFORT 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 2167363357 A LETTER DETAILING THE ORGANIZATION AND PURPOSE OF THE REQUEST. CURRENTLY THE ORGANIZATION DOES NOT HAVE A SUBMISSION DEADLINE. THE AWARDS MUST BE USED WITHIN THE UNITED STATES OF AMERICA OR ITS POSSESSIONS AND MUST BE USED FOR CHARITABLE, RELIGIOUS OR EDUCATIONAL PURPOSES. ALZHEIMER'S ASSOCIATION NM CHAPTER 900 MONTGOMERY BOULEVARD NE STE 121 ALBUQUERQUE NM 87111 NONE 501(C)(3) GENERAL PURPOSE 100 CHARGRIN FALLS MEALS ON WHEELS PO BOX 23497 CHAGRIN FALLS OH 44023 NONE 501(C)(3) GENERAL PURPOSE 100 CLEVELAND INTERNATIONAL PIANO COMPETITION 12200 FAIRHILL ROAD CLEVELAND OH 44120 NONE 501(C)(3) GENERAL PURPOSE 380 FRIENDS OF BREAKTHROUGH 1417 EAST 36TH STREET CLEVELAND OH 44114 NONE 501(C)(3) GENERAL PURPOSE 5750 GEAUGA HUMANE SOCIETY PO BOX 116 NOVELTY OH 44072 NONE 501(C)(3) GENERAL PURPOSE 100 GEORGE MURRAY FOP LODGE 4350 SOM CENTER ROAD MORELAND HILLS OH 44022 NONE 501(C)(3) GENERAL PURPOSE 350 JEWISH FEDERATION OF CLEVELAND MANDEL BLDG 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 NONE 501(C)(3) GENERAL PURPOSE 20000 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 100215093 NONE 501(C)(3) GENERAL PURPOSE 100 MORELAND HILLS POLICE & EMPLOYEE'S FOUNDATION 4350 SOM CENTER ROAD MORELAND HILLS OH 44022 NONE 501(C)(3) GENERAL PURPOSE 250 MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVENUE 5TH FLOOR NORWALK CT 06851 NONE 501(C)(3) GENERAL PURPOSE 5000 MUTT MADD-NESS INC PO BOX 71821 MARIETTA GA 30007 NONE 501(C)(3) GENERAL PURPOSE 500 PLAYHOUSE SQUARE 1501 EUCLID AVENUE SUITE 200 CLEVELAND OH 441152197 NONE 501(C)(3) GENERAL PURPOSE 1200 THE CLEVELAND ORCHESTRA SEVERENCE HALL 11001 EUCLID AVENUE CLEVELAND OH 44106 NONE 501(C)(3) GENERAL PURPOSE 65000 THE LANDSKRONER FOUNDATION FOR CHILDREN 1360 WEST 9TH STREET SUITE 200 CLEVELAND OH 44113 NONE 501(C)(3) GENERAL PURPOSE 150 THE SHUL 30799 PINETREE ROAD 401 PEPPER PIKE OH 44124 NONE 501(C)(3) GENERAL PURPOSE 2500 WOMEN'S COMMITTEE OF THE CLEVELAND ORCHESTRA SEVERENCE HALL 11001 EUCLID AVENUE CLEVELAND OH 44106 NONE 501(C)(3) GENERAL PURPOSE 100 TIGER PREP 30 N MAIN STREET CHAGRIN FALLS OH 44022 NONE 501(C)(3) GENERAL PURPOSE 100 BARBARA JOYNER FOUNDATION PO BOX 630495 IRVING TX 75063 NONE 501(C)(3) GENERAL PURPOSE 100 BURGESS HOME HEALTH 450 PIKE ST SUITE I2 MARIETTA OH 45750 NONE 501(C)(3) GENERAL PURPOSE 65 SHAKER YOUTH BASEBALL 2126 W 18TH ST CLEVELAND OH 44113 NONE 501(C)(3) GENERAL PURPOSE 750 SUB ZERO MISSION PO BOX 532 PERRY OH 44081 NONE 501(C)(3) GENERAL PURPOSE 100 NATIONAL RUNAWAY SAFELINE 3080 N LINCOLN AVE CHICAGO IL 60657 NONE 501(C)(3) GENERAL PURPOSE 1200 BREAKTHROUGH SCHOOLS 10118 HAMPDEN AVE CLEVELAND OH 44108 NONE 501(C)(3) GENERAL PURPOSE 300 NORTHERN OHIO REGION BBYO 800 EIGHTH STREET NW WASHINGTON DC 20001 NONE 501(C)(3) GENERAL PURPOSE 100 EDUCATION FOUNDATION OF COLLIER COUNTY 3606 ENTERPRISE AVE NAPLES FL 34104 NONE 501(C)(3) GENERAL PURPOSE 100 104395 0 14 19001 532000 5017 14 250 18 20190 5017 39441 0 44458 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID WOLFORT 70 RIDGECREEK TRAIL MORELAND HILLS OH 44022 250560 X 1 9,000 SHARES OF OLYPMIC STEEL INC. (ZEUS) 250560 2013-12-10 BUILDING 2012-04-17 51700 1332 SL 27.500000000000 1880 1880 LAND 2012-04-17 11300 L 0 0 CORPORATE BONDS 49088 34913 CORPORATE STOCKS 258597 261990 BUILDING 51700 3212 48488 48488 LAND 11300 0 11300 11300 OTHER INVESTMENTS FMV 1948 1948 PARTNERSHIP INCOME REPORTED ON RETURN NOT ON BOOKS 176 OHIO SECRETARY OF STATE 200 0 0 MAI STRATEGIC EQUITY ALLOCATION MASTER FUND PORTFOLIO DEDUCTIONS 164 164 0 MAI STRATEGIC EQUITY ALLOCATION MASTER FUND 250 250 250 ADJUSTMENT FOR CHANGE IN MAI STRATEGIC EQUITY CAPITAL ACCOUNT 1036 UNREALIZED GAIN (LOSS) 7280 INVESTMENT ADVISORY FEES 699 699 0 FEDERAL TAX PAYMENTS 1000 1000 0