2025-02-26T08:04:16-06:00 2024-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2024-01-01 273556436 STEIN RICH FAMILY FOUNDATION STEI 4127990106 909 RED OAK DRIVE PITTSBURGH PA 15238 BETTY SUE RICH TRUSTEE 4127990106 2025-02-25 1 0 SARAH R PIOT P01358891 4122613644 2024 2025-03-06 01:10:19Z X X 2558386 X X 57241 50303 64348 73732 64348 121589 114651 0 0 0 3630 908 2722 12241 12241 0 869 269 0 16740 13418 2722 122500 122500 139240 13418 125222 -17651 101233 147990 75759 75759 887469 878089 1340756 420416 459845 410221 523006 546970 731650 1978881 1960663 2558386 0 0 X 0 0 0 0 1978881 1960663 1978881 1960663 1978881 1960663 1978881 -17651 0 1961230 567 1960663 CAPITAL GAIN/LOSS ON INVESTMENT P 56222 9384 46838 46838 CAPITAL GAINS DIVIDENDS P 17510 17510 17510 64348 1407 0 1407 0 1407 873 0 0 0 873 0 534 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A BETTY SUE RICH 4127990106 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALVIN J STEIN 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 CHAIRMAN 1.00 0 0 0 BETTY SUE RICH 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BOARD MEMBER 1.00 0 0 0 ANDREW RICH 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BOARD MEMBER 1.00 0 0 0 LAWRENCE S RICH 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BOARD MEMBER 1.00 0 0 0 DEBORAH F GRAVER 610 SMITHFIELD STREET 400 PITTSBURGH PA 15222 BOARD MEMBER 1.00 0 0 0 ELLIE RICH 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 2371928 147277 0 2519205 0 0 2519205 37788 2481417 124071 124071 1407 1407 122664 0 122664 0 122664 125222 0 125222 122664 106785 0 0 125222 106785 0 0 18437 0 0 0 0 0 0 0 0 104227 0 0 0 ALVIN J STEIN BETTY SUE RICH X ALS ASSOCIATION WESTERN PENNSYLVANIA CHAPTER 416 LINCOLN AVE MILLVALE PA 15209 N/A PC GENERAL SUPPORT 5000 BNAI ISRAEL CEMETERY BLACKDORE AVE PENN HILLS PA 15235 N/A PC GENERAL SUPPORT 10000 DEFENDERS OF FREEDOM PO BOX 22582 PITTSBURGH PA 15222 N/A PC GENERAL SUPPORT 10000 FRIENDS OF THE ISRAEL DEFENSE FORCES (FIDF) PO BOX 4224 NEW YORK CITY NY 10163 N/A PC GENERAL SUPPORT 2500 FRIENDSHIP CIRCLE 1922 MURRAY AVE PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 7500 GUARDIAN ANGELS 405 WEST MAPLE AVE MORRISVILLE PA 19067 N/A PC GENERAL SUPPORT 12500 INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS 303 EAST WACKER DRIVE SUITE 2300 CHICAGO IL 60601 N/A PC GENERAL SUPPORT 5000 JEWISH CEMETERY AND BURIAL ASSOCIATION PO BOX 81863 PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 2500 JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH 5738 FORBES AVE PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 2500 JEWISH FEDERATION OF GREATER PITTSBURGH 2000 TECHNOLOGY DR PITTSBURGH PA 15219 N/A PC GENERAL SUPPORT 45000 THE EDUCATION PARTNERSHIP 281 CORLISS ST PITTSBURGH PA 15220 N/A PC GENERAL SUPPORT 2500 TREE OF LIFE INC 1005 MITMAN RD EASTON PA 18040 N/A PC GENERAL SUPPORT 2500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC GENERAL SUPPORT 5000 TZOHAR SEMINARY 6404 FORBES AVE PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 5000 UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 1250 PENN AVE PITTSBURGH PA 15222 N/A PC GENERAL SUPPORT 5000 122500 0 14 57241 18 64348 0 121589 0 121589 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3630 908 2722 11,045.435 SHS AB GLOBAL BOND CLASS A 93774 75882 8,940.599 SHS AB MUNI INCOME PENNSYLVANIA CL A 93111 86724 10,397.26 SHS LORD ABBETT CORE FIXED INCOME CL I 109917 94927 13,743.268 SHS T ROWE PRICE TAX FREE HIGH YIELD 163043 152688 280 SHS ALPHABET INC CL A 2257 53004 280 SHS ALPHABET INC CL C 2243 53323 480 SHS AMAZON.COM INC 8965 105307 193 SHS BERKSHIRE HATHAWAY INC CL B 31081 87483 255 SHS EXELON CORP 5786 9598 110 SHS NATIONAL OILWELL VARCO INC 2258 1606 278 SHS PNC FINANCIAL SERVICES GROUP COM 42232 53612 400 SHS TAIWAN SEMICONDUCTOR MFG CO LTD 4298 78996 709 SHS VERIZON COMMUNICATIONS 42115 28353 MUTUAL FUNDS 675501 734582 250 SHS TESLA INC COM 39038 100960 85 SHS CONSTELLATION ENERGY CORP COM 2385 19015 200 SHS PFIZER INC 9878 5306 19 SHS UNITEDHEALTH GROUP INC 10052 9611 574 SHS INVESCO EXCH TRD SLF IDX FD TR DEFENSIVE AT COST 31600 46649 1,108 SHS INVESCO EXCHANGE TRADED FD TR S&P500 EQL AT COST 63780 77560 834 SHS ISHARES MSCI GBL MIN VOL AT COST 79823 91073 1,410 SHS ISHARES MSCI EAFE ETF AT COST 99526 106610 1,436 SHS ISHARES TR COHEN STEER REIT AT COST 71380 86533 276 SHS VANGUARD INDEX FUNDS S&P 500 ETF USD AT COST 69184 148712 544 SHS VANGUARD ENERGY INDEX FUND AT COST 42088 65993 906 SHS WISDOMTREE EUROPE HEDGED EQUITY FUND AT COST 25627 39610 1680 SHS SCHWAB US DIVIDEND ETF AT COST 39998 45898 400 SHS JP MORGAN EXCHANGE TRADED FD EQUITY AT COST 23964 23012 TAX COST ADJUSTMENT 567 INVESTMENT MANAGEMENT FEES 12241 12241 0 FOREIGN TAXES 269 269 0 EXCISE TAX 600 0 0