2025-05-13T07:23:57-05:00 2024-12-31 874778872 WINBRIDGE SBF LTD 6450 ROCKSIDE WOODS BLVD S STE 230 INDEPENDENCE OH 44131 990PF 2024-01-01 936678900 KIRT MONTLACK CHARITABLE FOUNDATION AKA KIRT MONTLACK FAMILY FOUNDATION KIRT 2162762953 3083 N PARK BLVD CLEVELAND OH 44118 KIRT MONTLACK TRUSTEE 2162762953 2025-05-09 1 1 RICHARD M WEINBERG P00909833 2165730001 2025-05-09 2024 2025-03-06 01:10:19Z X 1109033 X 100000 X 489 489 489 26904 26904 26904 16147 98821 16147 143540 43540 27393 0 0 0 0 850 0 0 0 11703 11703 11703 0 75 75 75 0 12628 11778 11778 0 67000 67000 79628 11778 11778 67000 63912 31762 15615 955267 1019179 1109033 955267 1019179 1109033 0 0 X 0 0 0 0 955267 1019179 955267 1019179 955267 1019179 955267 63912 0 1019179 0 1019179 WASATCH EMERGING MARKERTS SEL FUND SHS 2023-11-20 2024-02-06 26053 26439 -386 -386 PERSHING 2467 2023-11-20 2024-12-18 62713 56235 6478 6478 CAPITAL GAINS DIVIDENDS P 10055 10055 10055 16147 -386 441 0 441 0 441 0 0 0 0 0 0 441 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 0 0 0 1 N/A KIRT MONTLACK 2162762953 3083 NORTH PARK BLVD CLEVELAND HEIGHTS OH 44118 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIRT MONLACK 3083 NORTH PARK BLVD CLEVELAND HEIGHTS OH 44118 TRUSTEE 10.00 0 0 0 GEORGE ZAMECNIK 8022 SANDSTONE DRIVE SAGAMORE HILLS OH 44067 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 441 441 0 0 0 0 0 67000 0 67000 0 0 0 50000 50000 67000 0 0 0 0 67000 0 0 117000 0 0 0 0 0 0 0 117000 50000 67000 KIRT MONLACK X CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 PC GENERAL CONTRIBUTION TO 501(C)(3) CHARITY 25000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE BEACHWOOD OH 44122 PC GENERAL CONTRIBUTION TO 501(C)(3) CHARITY 20000 WEATHERHEAD SCHOOL OF MANAGEMENT 10900 EUCLID AVE CLEVELAND OH 44106 PC GENERAL CONTRIBUTION TO 501(C)(3) CHARITY 5000 LAWRENCE SCHOOL OFFC OF ADNCMT 1551 EAST WALLINGS RD BROADVIEW HTS OH 44147 PC GENERAL CONTRIBUTION TO 501(C)(3) CHARITY 2500 HAWKEN SCHOOL PO BOX 8002 GATES MILL OH 44040 PC GENERAL CONTRIBUTION TO 501(C)(3) CHARITY 2500 CSU COLLEGE OF LAW 2121 EUCLID AVE LB 119 CLEVELAND OH 44115 PC GENERAL CONTRIBUTION TO 501(C)(3) CHARITY 5000 USCRI CLEVELAND - TO BENEFIT DAN BURKONS UKRANIAN FAMILY SPONSORSHIP 3167 FULTON RD STE 306 CLEVELAND OH 44109 PC GENERAL CONTRIBUTION TO 501(C)(3) CHARITY 2000 CSU COLLEGE OF LAW 2121 EUCLID AVE LB 119 CLEVELAND OH 44115 PC GENERAL CONTRIBUTION TO 501(C)(3) CHARITY 5000 67000 0 489 26904 16147 0 0 43540 43540 1 INTERST AND DIVIDEND INCOME USED TO MAKE 501(C)(3) CONTRIBUTIONS. 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION FEE 850 0 0 0 FINANCIAL MANAGEMENT FEES 11703 11703 11703 0 EXCISE TAX 75 75 75 0