2025-09-08T10:41:50-05:00 2025-06-30 341441844 GENE ELCONIN CPA INC 24284 WENDOVER DRIVE BEACHWOOD OH 441221580 990PF 2024-07-01 346554839 SAM AND ESTHER FRIEDMAN FAMILY FOUNDATION SAMA 2163600046 23215 COMMERCE PARK DRIVE 111 BEACHWOOD OH 44122 ADAM I FRIEDMAN TRUSTEE 2163600046 2025-09-08 1 0 GENE ELCONIN CPA P00003352 2162928116 2024 2025-03-06 01:10:19Z X 1917844 X X 71156 71156 75999 115786 75999 147155 147155 0 0 0 8650 4325 4325 2081 0 0 5941 2926 3015 16672 7251 7340 95500 95500 112172 7251 102840 34983 139904 6027 3946 3946 87392 42830 42830 0 109000 109000 589503 559842 1136907 289164 298941 285900 294197 284106 339261 1266283 1298665 1917844 0 10325 0 10325 X 1266283 1288340 0 0 0 0 1266283 1288340 1266283 1298665 1266283 34983 2120 1303386 15046 1288340 333 SHRS CONSTELLATION ENERGY P 2012-08-06 92991 11292 81699 81699 133 SHRS DUPONT P 2018-06-06 2025-05-05 8795 13683 -4888 -4888 985 BLACKROCK P 2021-01-06 2024-07-31 7000 7639 -639 -639 552 DODGE COX P 2004-02-02 2024-07-31 7000 7173 -173 -173 75999 1945 0 1945 0 1945 1600 0 0 0 1600 0 345 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 0 N/A SANDY GREEN 2163600046 23215 COMMERCE PARK DR 111 BEACHWOOD OH 44122 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMY LYNN FRIEDMAN C/O 23215 COMMERCE PARK DR SUITE 111 BEACHWOOD OH 44122 TRUSTEE 0.01 0 0 0 JOSH FRIEDMAN C/O 23215 COMMERCE PARK DR SUITE 111 BEACHWOOD OH 44122 VP/TRUSTEE 0.01 0 0 0 SANDY GREEN C/O 23215 COMMERCE PARK DR SUITE 111 BEACHWOOD OH 44122 SECRETARY 1.15 0 0 0 ADAM I FRIEDMAN C/O 23215 COMMERCE PARK DR SUITE 111 BEACHWOOD OH 44122 TRUSTEE, PRES. CHAIRMAN 1.85 0 0 0 CHAD FRIEDMAN C/O 23215 COMMERCE PARK DR SUITE 111 BEACHWOOD OH 44122 TREASURER 0.01 0 0 0 ALLYN M FRIEDMAN C/O 23215 COMMERCE PARK DR SUITE 111 BEACHWOOD OH 44122 TRUSTEE 0.01 0 0 0 NONE 0 NONE 0 0 1686264 119747 0 1806011 0 0 1806011 27090 1778921 88946 88946 1945 1945 87001 0 87001 0 87001 102840 0 102840 87001 0 0 8360 20774 29134 102840 0 0 0 87001 15839 0 0 44973 0 0 0 0 0 0 0 44973 8360 20774 15839 X AMERICAN RED CROSS 3747 EUCLID AVE CLEVELAND OH 44115 NONE PUBLIC GENERAL 2000 CASE ALUMNI FOUNDATION 10900 EUCLID AVE CLEVELAND OH 44106 NONE PUBLIC SAM & ESTHER FRIEDMAN SCHOLARSHIP FUND 7000 CLEVELAND FOOD BANK 13815 COIT ROAD CLEVELAND OH 44110 NONE PUBLIC UKRANIAN RELIEF 3000 CLEVELAND POPS ORCHESTRA 23245 MERCANTILE RD BEACHWOOD OH 44122 NONE PUBLIC GENERAL FUND 2500 CLEVELAND SCHOOL OF ARTS 2064 STEARNS BLVD CLEVELAND OH 44106 NONE PUBLIC GENERAL 1000 CLEVELAND SIGHT CENTER 1909 E 101 ST CLEVELAND OH 44106 NONE PUBLIC CAMP AT HIGHBROOK LODGE 15000 GEAUGA HUMANE SOCIETY PO BOX 116 NOVELTY OH 44072 NONE PUBLIC GENERAL FUND 10000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR BEACHWOOD OH 44122 NONE PUBLIC GENERAL 50000 ST JUDE CHILDREN RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC GENERAL FUND 5000 95500 0 14 71156 18 75999 0 147155 0 147155 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & BOOKKEEPING 8650 4325 4325 STATE OF OHIO DOES NOT REQUIRE A COPY OF FORM 990PF. K-1'S PUBLIC TRADED PARTNERSHIPS TAXPAYER HOLDS TWO PUBLIC TRADING PARTNERSHIPS, THATHAD PASSIVE LOSSES AT 12/31/2023:1. ENTERPRISE PRODUCTS PARTNERS EI #76-0568219 2024 PASSIVE INCOME $240, DIV INC = $10 PRIOR YEARS PASSIVE LOSSES (10565) DISTRIBUTIONS RECEIVED 2025 $2080 2024 PASSIVE LOSS CARRYOVER (10325)2. CEDAR FAIR, LP EI #34-1560655 (FINAL RETURN DUE TO MERGER) 2024 PASSIVE LOSS ($461) INTEREST INCOME 6, PRIOR YEAR PASSIVE LOSSES (5324) DISTRIBUTIONS RECEIVED 300 2024 PASSIVE LOSS CARRYOVER (5810) ADDED TO COST BASIS PER SIX FLAGS MERGER INSTRUCTIONS. CEDAR FAIR ADJUSTED COST BASIS: ENDING CAPITAL ACCOUNT $16,441 ADD UNUSED LOSSES $5,810 ADJUSTED COST BASIS $22,251 3711.34 BCOSX 45000 39860 5160.224 DODIX 70100 65225 5742.59 FFRHX 55325 52660 75M 87161CAM7 75888 76071 50M 92857WB02 52628 52084 2250 DNP 19391 22028 300 CTA+B 29355 20919 2300 EXG 13675 20125 167 ENB 5230 7568 1000 EXC 26834 43420 1000 FE 37201 40260 1000 FLEX 6856 49920 1100 HPI 20253 17589 250 MSFT 6392 124352 3000 JPC 28017 24060 1000 PFE 16200 24240 1000 ISD 15427 14170 150 TGT 20398 14798 1000 BAC 16092 47320 500 SIX FLAGS (MERGER) 22251 15215 1000 EPD 27345 31010 1000 F 15078 10850 150 GS 24053 106162 860 HBAN 8278 14414 200 IBM 24622 58956 1500 KEY 12650 26130 500 KMI 12966 14700 300 MSFT 8165 149223 647 TFC 24332 27815 300 DIS 30461 37203 2000 FCNCO 50820 45960 2500 ESAR CORP 37500 128500 109000 109000 0 0 1000 IRT AT COST 8324 17690 500 VGK AT COST 27798 38750 1000 CSQ AT COST 13406 18240 1500 HPI AT COST 27886 23985 6000 PEN AT COST 58736 44340 1000 XLU AT COST 29180 81660 9928.143 BHYIX AT COST 73744 71383 3418.747 DODIX AT COST 45032 43213 ADJUSTMENT TO COST SECURITIES (MERGER) 4686 SUSPENDED LOSS CARRYOVERS 10325 PRIOR YEAR COST ADJ. 35 OHIO FILING FEE & REGISTRATION 200 0 200 FOREIGN TAX WITHHELD 111 111 0 ADVISORY FEES & MISC FEES 5630 2815 2815 K-1 DISTRIBUTIONS RECEIVED 2120 PASSIVE LOSS CARRYOVERS 0 10325 990PF TAXES 2081 0 0