2023-05-14T10:01:47-05:00 2022-12-31 341597728 CLEARSTEAD 1100 SUPERIOR AVE E STE 700 CLEVELAND OH 44114 990PF 2022-01-01 341815135 SANDFAIR FOUNDATION SAND 2166211090 7095 WICK LN 209 CHAGRIN FALLS OH 440231178 WILLIAM E CONWAY PRESIDENT 2166211090 2023-04-26 1 WILLIAM CONWAY XXX-XX-XXXX 1 JAMES T THOMAS P01972128 2166211090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 914026 X 700000 11572 11572 11545 165677 11545 723117 23117 0 0 0 10000 10000 0 231 231 0 178 178 0 10409 10409 0 239750 239750 250159 10409 239750 472958 12708 91631 72122 72122 89182 542354 763230 199984 80193 68674 3567 3567 10000 10000 10000 390797 704669 914026 0 0 X 0 0 0 0 390797 704669 390797 704669 390797 704669 390797 472958 0 863755 159086 704669 SHORT-TERM TRANSACTIONS P 2022-12-31 111286 119792 -8506 -8506 LONG-TERM TRANSACTIONS P 2022-12-31 32578 14993 17585 17585 LONG-TERM TRANSACTIONS P 2022-12-31 21813 19347 2466 2466 11545 177 0 177 0 177 1557 0 0 0 1557 0 1380 1380 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 WWW.GUIDESTAR.COM CLEARSTEAD 2166211090 1100 SUPERIOR AVE E STE 700 CLEVELAND OH 44114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM E CONWAY 32400 FAIRMOUNT BLVD PEPPER PIKE OH 44124 PRESIDENT/TREASURER 10.00 0 0 0 ANNE CONWAY JUSTER 3007 FONTENAY RD SHAKER HEIGHTS OH 44120 SECRETARY 0.00 0 0 0 PETER F CONWAY 29025 EDGEDALE RD PEPPER PIKE OH 44124 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 624928 77016 10000 711944 0 0 711944 10679 701265 35063 35063 177 177 34886 0 34886 0 34886 239750 0 239750 34886 0 0 243340 255673 281661 294638 1075312 239750 0 0 0 34886 204864 0 0 1280176 0 0 0 0 0 0 243340 1036836 255673 281661 294638 204864 WILLIAM E CONWAY 32400 FAIRMOUNT BOULEVARD PEPPER PIKE OH 44124 2168312400 GRANT LETTER SHOULD INCLUDE AN EXEMPTION SUPPORTING EXEMPT STATUS AND INTENDED USE. NONE NONE FRIENDS OF BREAKTHROUGH SCHOOL 3615 SUPERIOR AVE E STE 3103A CLEVELAND OH 441144131 NONE 501(C)(3) CHARITABLE DONATION 48250 HOLDEN FORESTS AND GARDENS 9500 SPERRY ROAD KIRTLAND OH 44094 NONE 501(C)(3) CHARITABLE DONATION 61000 JUDSON FOUNDATION 2181 AMBLESIDE DR CLEVELAND OH 44106 NONE 501(C)(3) CHARITABLE DONATION 1000 LAUREL SCHOOL 1 LYMAN CIR SHAKER HTS OH 441222110 NONE 501(C)(3) CHARITABLE DONATION 31250 UNITED WAY SERVICES OF GEAUGA COUNTY 209 CENTER ST UNIT H CHAGRIN OH 44024 NONE 501(C)(3) CHARITABLE DONATION 48250 UNIVERSITY SCHOOL 20701 BRANTLEY RD SHAKER HTS OH 441222110 NONE 501(C)(3) CHARITABLE DONATION 50000 239750 0 14 11572 18 11545 0 23117 0 23117 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM E CONWAY 32400 FAIRMOUNT BLVD PEPPER PIKE OH 44124 700000 X X 1 VARIOUS CORPORATE STOCKS 594997 2022-06-28 1 VARIOUS CORPORATE STOCKS 51601 2022-07-08 CLEARSTEAD ADVISOR FEES 10000 10000 0 FIDELITY 179-326089 542354 763230 FIDELITY 179-326089 AT COST 80193 68674 MISCELLANEOUS CLEARING 10000 10000 10000 ADJUSTMENT TO MARK SECURITIES CONTRIBUTED AT FMV TO COST 159007 OTHER/MISCELLANEOUS ADJUSTMENTS TO BASIS 79 PROCEEDS INVESTMENT EXPENSES 178 178 0 OHIO FILING FEES 200 200 0 FOREIGN TAXES PAID 31 31 0