2024-04-22T12:47:54-05:00 2023-12-31 METZ LEWIS BRODMAN MUST O'KEEFE LLC 444 LIBERTY AVE STE 2100 PITTSBURGH PA 15222 990PF 2023-01-01 477200836 TIMOTHY S MOCK CF TRUST C/O AUFMAN ASSOCIATES INC % AUFMAN ASSOCIATES TIMO 7249345600 2200 GEORGETOWN DRIVE STE 401 SEWICKLEY PA 15143 EDWARD AUFMAN MANAGER 7249345600 2024-04-22 true EDWARD AUFMAN XXX-XX-XXXX true NICHOLAS J HOLLAND P01656200 4129181100 2 2023 2023-04-26 12:10:37Z X 207477 X 0 X 45 2216 48397 95663 48397 164 50822 48397 0 600 600 0 0 701 701 15 15 1316 1316 0 0 82550 82550 83866 1316 0 82550 -33044 47081 9843 10704 10704 112417 78512 196773 122260 89216 207477 0 0 X 122260 89216 122260 89216 122260 89216 122260 -33044 89216 89216 CHARLES SCHWAB (SEE ATTACHED) 2023-01-01 2023-12-31 3666 3692 -26 -26 CHARLES SCHWAB (SEE ATTACHED) 2022-01-01 2023-12-31 11342 11909 -567 -567 CHARLES SCHWAB (SEE ATTACHED) 2022-01-01 2023-12-31 69508 31665 37843 37843 CAPITAL GAIN DIVIDENDS P 11147 CAPITAL GAIN DIVIDENDS P 11147 CAPITAL GAIN DIVIDENDS P 11147 48397 654 654 654 160 0 160 494 false false false false false false false true true PA true false true false false true N/A AUFMAN ASSOCIATES 7249345600 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 15143 false false false false false false false false false false false false false false false false false false X false false false TIMOTHY S MOCK 2200 GEORGETOWN DRIVE STE 401 SEWICKLEY PA 15143 PRESIDENT 0 0 0 0 DAVID MOCK 2200 GEORGETOWN DRIVE STE 401 SEWICKLEY PA 15143 SECRETARY 0 0 0 0 EDWARD AUFMAN 2200 GEORGETOWN DRIVE STE 401 SEWICKLEY PA 15143 MANAGER 0 0 0 0 NOT APPLICABLE NOT APPLICABLE 199859 10070 0 209929 0 209929 3149 206780 10339 10339 654 654 9685 9685 9685 82550 0 0 0 0 82550 9685 0 2021 2020 2019 0 40193 48246 45064 61524 64136 259163 82550 0 9685 72865 332028 0 0 0 0 40193 291835 48246 45064 61524 64136 72865 TIMOTHY S MOCK NA X ST ALEXANDER NEVSKY ORTHODOX CHURCH 8290 THOMPSON RUN ROAD PITTSBURGH PA 15237 NONE GENERAL SUPPORT 13500 BROTHER'S BROTHER FOUNDATION 1200 GALVESTON AVENUE PITTSBURGH PA 15233 NONE GENERAL SUPPORT 2500 ST VLADIMIR'S ORTHODOX THEOLOGICAL SEMINARY 575 SCARSDALE ROAD TUCKAHOE NY 10707 NONE GENERAL SUPPORT 5000 LEHIGH UNIVERSITY 27 MEMORIAL DR W BETHLEHEM PA 18015 NONE GENERAL SUPPORT 5500 THE SALVATION ARMY 8020 FRANKSTOWN AVENUE PITTSBURGH PA 15221 NONE GENERAL SUPPORT 4000 ALZHEIMER'S ASSOCIATION 1100 LIBERTY AVENUE PITTSBURGH PA 15222 NONE GENERAL SUPPORT 3000 HABITAT FOR HUMANITY GREATER PITTSBURGH 1913 MONONGAHELA AVENUE SWISSVALE SHOPPING CENTER PITTSBURGH PA 15218 NONE GENERAL SUPPORT 2500 ALZHEIMER'S DISEASE RESEARCH 3152 LITTLE ROAD STE 146 TRINITY FL 34655 NONE GENERAL SUPPORT 1000 NORTH HILLS COMMUNITY OUTREACH 1975 FERGUSON ROAD ALLISON PARK PA 15101 NONE GENERAL SUPPORT 1000 AARP FOUNDATION 2020 ARDMORE BLVD PITTSBURGH PA 15221 NONE GENERAL SUPPORT 1200 PARTNERS IN HEALTH 54 PLYMOUTH STREET MONTCLAIR NJ 07042 NONE GENERAL SUPPORT 2000 ST JUDES CHILDRENS RESEARCH HOSPITAL 600 WATERFRONT DRIVE 210 PITTSBURGH PA 15222 NONE GENERAL SUPPORT 150 VIETNAM VETERANS INC 321 W 8TH AVE 1 HOMESTEAD PA 15120 NONE GENERAL SUPPORT 300 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 217415030 NONE GENERAL SUPPORT 1000 ST CYRIL OF WHITE LAKE FOOD PANTRY 105 S 19TH ST PITTSBURGH PA 15203 NONE GENERAL SUPPORT 5000 THE MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 NONE GENERAL SUPPORT 300 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN STREET DUQUESNE PA 15110 NONE GENERAL SUPPORT 15000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE GENERAL SUPPORT 3000 LITTLE SISTERS OF THE POOR 1028 BENTON AVENUE PITTSBURGH PA 15212 NONE GENERAL SUPPORT 250 ARTHRITIS FOUNDATION 790 HOLIDAY DRIVE 11 PITTSBURGH PA 15220 NONE GENERAL SUPPORT 600 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 NONE GENERAL SUPPORT 1500 SPECIAL OLYMPICS 2570 BLVD OF GENERALS SUITE 124 NORRISTOWN PA 19403 NONE GENERAL SUPPORT 450 LIGHT OF LIFE RESCUE MISSION 635 RIDGE AVENUE PITTSBURGH PA 15212 NONE GENERAL SUPPORT 1750 MAKE A WISH OF GREATER PA AND WEST VIRGINIA 707 GRANT ST 3700 PITTSBURGH PA 15219 NONE GENERAL SUPPORT 650 WOMEN'S CENTER & SHELTER PO BOX 9024 PITTSBURGH PA 15224 NONE GENERAL SUPPORT 250 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 317093543 NONE GENERAL SUPPORT 2500 WESTERN PA CONSERVANCY 800 WATERFRONT DRIVE PTITSBURGH PA 15222 NONE GENERAL SUPPORT 250 THE NATIONAL CHILDREN'S CANCER SOCIETY 500 N BROADWAY 1850 STLOUIS MO 63102 NONE GENERAL SUPPORT 700 WYCLIFFE ASSOCIATION 11450 TRANSLATION WAY ORLANDO FL 32832 NONE GENERAL SUPPORT 600 VETERANS OF FOREIGN WARS PROCESSING CENTER PO BOX 8958 TOPEKA KS 666088958 NONE GENERAL SUPPORT 200 NATURAL RESOURCES DEFENSE COUNCIL 15TH STREET NW SUITE 300 WASHINGTON DC 20005 NONE GENERAL SUPPORT 1000 ST MARK ORTHODOX CHURCH 452 DURHAM RD WRIGHTSTOWN PA 18940 GENERAL SUPPORT 1500 UPMC CHILDREN'S HOSPITAL FOUNDATION 4401 PENN AVE PITTSBURGH PA 15224 GENERAL SUPPORT 1500 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE GENERAL SUPPORT 400 ST JUDE RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 GENERAL SUPPORT 150 NATIONAL AUDUBON SOCIETY 614 DORSEYVILLE RD PITTSBURGH PA 15238 NONE GENERAL SUPPORT 100 NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET SUITE 700 WASHINGTON DC 20001 GENERAL SUPPORT 300 FEED THE CHILDREN 333 N MERIDIAN OKLAHOMA CITY OK 73107 GENERAL SUPPORT 1600 ALLEGHENY COUNTY PARKS FOUNDATION 675 OLD FRANKSTOWN RD PITTSBURGH PA 15239 NONE GENERAL SUPPORT 100 THE UNITED SERVICE ORGANIZATION PO BOC 96860 WASHINGTON DC 20077 NONE GENERAL SUPPORT 150 THE NAVIGATORS PO BOX 6000 COLORADO SPRINGS CO 80934 NONE GENERAL SUPPORT 50 PROJECT HOPE PO BOX 3270 HARLAN IA 51593 NONE GENERAL SUPPORT 50 82550 14 45 14 2216 41 18 48397 FEDERAL TAX REFUND 164 164 50658 50822 false false false false false false false false false false METZ LEWIS TAX PREP 600 600 NONE CLIPPER FUND 59913 168528 FPA FLEXIBLE FIXED INCOME 0 0 TCW SELECT EQUITITES I 18599 28245 FEDERAL TAX REFUND 164 ADVISOR FEES 701 701 PA REGISTRATION FEE 15 15