2026-03-30T11:15:18-04:00 2025-12-31 341395121 GREENWALD & BABIN INC 3601 GREEN ROAD SUITE 208 BEACHWOOD OH 44122 990PF 2025-01-01 831384305 B4 FOUNDATION B4FO 2163824600 2605 EXETER RD CLEVELAND HTS OH 44118 RUSSELL BERUSCH DIRECTOR 2163824600 2026-04-15 JEFFREY BABIN P00084285 2164647373 2026-03-30 2025 2025-03-06 01:10:19Z X 529863 X 25702 X 1025 1025 1025 10254 10254 10254 9746 30159 10614 46727 21893 11279 800 2424 213 2316 5753 0 0 25000 25000 30753 0 25000 15974 21893 11279 12958 17553 17553 326538 337917 512310 339496 355470 529863 0 X 339496 355470 339496 355470 339496 355470 339496 15974 355470 355470 10614 304 304 304 304 false false false false false false false true true true false false false false true N/A RUSSELL BERUSCH 2163824600 19942 CHAGRIN BLVD SHAKER HTS OH 44122 false false false false false false false false false false false false false false false false false false false false RUSSELL BERUSCH 19942 CHAGRIN BLVD SHAKER HTS OH 44122 DIRECTOR 000.00 0 0 0 ELANA SARAH BERUSCH 4501 N OGDEN DENVER CO 80218 OFFICER 000.00 0 0 0 MARGALIT LENA BERUSCH 2133 W 20TH ST CLEVELAND OH 44113 BOARD MEMBER 000.00 0 0 0 JOSEPH GEORGE BERUSCH 19942 CHAGRIN BLVD SHAKER HTS OH 44122 BOARD MEMBER 000.00 0 0 0 NONE NONE N/A 458967 20561 0 479528 479528 7193 472335 23617 23617 304 304 23313 23313 23313 25000 25000 23313 230 1739 1969 25000 23313 1687 3656 0 3656 230 1739 1687 X RUSSELL BERUSCH 19942 CHAGRIN BLVD SHAKER HTS OH 44122 2163824600 JEWISH FEDERATION OF CLEVELAND PO BOX 74105 CLEVELAND OH 44194 POF GIFT 1500 FAIR FOOD PROGRAM PO BOX 603 IMMOKALEE FL 34143 POF GIFT 2000 LIMITLESS HORIZONS PO BOX 3120 SANTA CRUX CA 95063 POF GIFT 5000 HONDURAN CHILDREN'S RESCUE 2470 MIRAMAR BLVD CLEVELAND OH 44118 POF GIFT 1000 OYE 3351 18TH ST NW WASHINGTON DC 20010 POF GIFT 5000 PASCO PACIFO PO BOX 1244 VENTURA CA 93002 POF GIFT 1000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 POF GIFT 1500 BORDER KINDNESS PO BOX 2454 EL CENTRO CA 92244 POF GIFT 2500 NETWORK OF INTERNATIONAL DONORS 131 DARMOUNT ST BOSTON MA 02116 POF GIFT 1500 CAMINPS DE AQUA 4 PARTON COURT LAKE FOREST IL 60045 POF GIFT 1000 SOCCER FOR PEACE 3323 NE ST MIAMI FL 33160 POF GIFT 1000 GIVE DIRECTLY PO BOX 3221 NY NY 10008 POF GIFT 2000 25000 1025 10254 9746 21025 21025 false false false false false false false false false false ACCOUNTING FEE 800 140 BAXTER INT 2025-01 PURCHASE 2025-07 4066 5239 -1173 146.169 ESTERLY GLOBAL 2025-01 PURCHASE 2025-07 2217 2900 -683 310.945 JP MORGASN EQUITY 2 2025-01 PURCHASE 2025-09 6060 5000 1060 81.202 ALGER GL 2025-01 PURCHASE 2025-09 1225 2000 -775 104.657 VIRTUS SMALL CAP 2025-01 PURCHASE 2025-01 2054 2000 54 115.931 MORGAN STANLEY GLBL 2025-01 PURCHASE 2025-12 3923 3274 649 APPLIED MATERIALS INC 3614 37264 AMERICAN CENTURY EQUITY ONCOME 1962 1848 AMERICAN NEW WORLD FUND CLF2 2000 1944 AMERICAN WASHINGTON MUTUAL 3000 3494 BARON DISCOVERY FUND INSTL 1870 3324 BARON WEALTHBULDER FUND INSTL 2500 2506 BLACKROCK MUD CAP GEOWRH EQUITY 2616 3100 BLACKROCK HIGH YELD BOND 2500 2273 BOYD GAIMONG CO 1351 9561 BROADCOM INC 1123 16710 COLUMBIA BALANCED FUND 80178 92910 COMERICA INC 4759 8583 FIDELITY ADVISOR BIOTECHNOLOGY 2000 2290 FIRST EAGLE GLOBAL CLASS I 3600 4496 HOME DEPOT 6237 15942 INVESCO OPPENHEIMER GLOBAL 3089 3026 JP MORGAN EQUITY INCOME CLASS I 4600 5776 JP MORGAN EQUITY PREMIUM DESCRETION 22041 22896 JP MORGAN GROWTH ADV CLASS I 28293 27809 JP MORGAN DIVERS MID CAP GRPWTH 2900 2559 JANUS HENDERSON GLOBAL RESEARCH 2999 2775 JANUS DETROIT STREET SMALL CAP 2091 2039 LUMENTUM HOLDINGS INC 2733 40176 MCDONALD 6504 15938 PROGRESSOVE 6692 33704 TRANSAMERICA INT SMALL CAP 1000 975 VIRTUS KAR SMALL CAPCORE FUND CLASS 2577 3114 VANGUARD TOTAL STOCKEX 98903 114240 ALLSPRING SPECIAL MID CAP VALUE 2162 2034 AB GLOBAL BOND ADVISOR 4680 3792 ALPS SMITH SHORT DURATION BOND CL I 6646 6710 BLACKROCK MULTY ASSET INCOME INSTL 3928 3814 FRANKLIN INCOME ADVISOR 3241 3526 PGIM TOTAL RETURN BOND CLASS Z 13528 11162 VIRTUS KAR SMALL MID CAPCORE FUND C JP MORGAN HEDGED EQUITY 2 BAXTER INTERNATIONAL JAMES ALPHA (EAATERLY GLOBAL) GLOBAL MORGAN STANLEY GLBL FRANCHISE CLASS ALGER WEATHHERBIE GR EXPENSES MISC 2316 BANK FEE 2424 OHIO FEE FEDERAL TAX 213