2025-04-29T10:39:50-05:00 2024-12-31 METZ LEWIS BRODMAN MUST O'KEEFE LLC 444 LIBERTY AVE STE 2100 PITTSBURGH PA 15222 990PF 2024-01-01 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 2025-04-29 true true NICHOLAS J HOLLAND P01656200 4129181100 2025-04-29 2024 2025-03-06 01:10:19Z X 147682 X 0 X 35 35 2038 2038 81796 125735 81796 83869 83869 0 700 700 0 0 568 568 1194 1194 2462 2462 0 0 89780 89780 92242 2462 0 89780 -8373 81407 0 10704 10002 10002 78512 70842 137680 89216 80844 147682 0 0 X 89216 80843 89216 80843 89216 80843 89216 -8373 80843 80843 CHARLES SCHWAB 6731 2023-01-01 2024-12-31 94384 30992 63392 63392 CHARLES SCHWAB 6731 2023-01-01 2024-12-31 13225 9868 3357 3357 CHARLES SCHWAB 6731 2024-01-01 2024-12-31 3643 3079 564 564 CAPITAL GAIN DIVIDENDS P 14483 CAPITAL GAIN DIVIDENDS P 14483 CAPITAL GAIN DIVIDENDS P 14483 81796 1132 1132 1132 700 0 700 432 false false false false false false false true true PA true false false 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 145995 13628 0 159623 0 159623 2394 157229 7861 7861 1132 1132 6729 6729 6729 89780 0 0 0 0 89780 6729 0 2022 2021 2020 0 48246 45064 61524 64136 72897 291867 89780 0 6729 83051 374918 0 0 0 0 48246 326672 45064 61524 64136 72897 83051 TIMOTHY S MOCK NA X ST ALEXANDER NEVSKY ORTHODOX CHURCH 8290 THOMPSON RUN ROAD PITTSBURGH PA 15237 NONE GENERAL SUPPORT 20300 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 3500 ALZHEIMER'S ASSOCIATION 1100 LIBERTY AVENUE PITTSBURGH PA 15222 NONE GENERAL SUPPORT 3000 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 1000 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 500 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 250 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN STREET DUQUESNE PA 15110 NONE GENERAL SUPPORT 13750 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 750 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 825 LIGHT OF LIFE RESCUE MISSION 635 RIDGE AVENUE PITTSBURGH PA 15212 NONE GENERAL SUPPORT 1000 MAKE A WISH OF GREATER PA AND WEST VIRGINIA 707 GRANT ST 3700 PITTSBURGH PA 15219 NONE GENERAL SUPPORT 600 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 1000 WYCLIFFE ASSOCIATION 11450 TRANSLATION WAY ORLANDO FL 32832 NONE GENERAL SUPPORT 900 VETERANS OF FOREIGN WARS PROCESSING CENTER PO BOX 8958 TOPEKA KS 666088958 NONE GENERAL SUPPORT 1600 NATURAL RESOURCES DEFENSE COUNCIL 15TH STREET NW SUITE 300 WASHINGTON DC 20005 NONE GENERAL SUPPORT 1250 UPMC CHILDREN'S HOSPITAL FOUNDATION 4401 PENN AVE PITTSBURGH PA 15224 GENERAL SUPPORT 2000 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE GENERAL SUPPORT 400 NATIONAL AUDUBON SOCIETY 614 DORSEYVILLE RD PITTSBURGH PA 15238 NONE GENERAL SUPPORT 50 NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET SUITE 700 WASHINGTON DC 20001 GENERAL SUPPORT 790 FEED THE CHILDREN 333 N MERIDIAN OKLAHOMA CITY OK 73107 GENERAL SUPPORT 2750 ALLEGHENY COUNTY PARKS FOUNDATION 675 OLD FRANKSTOWN RD PITTSBURGH PA 15239 NONE GENERAL SUPPORT 200 THE UNITED SERVICE ORGANIZATION PO BOC 96860 WASHINGTON DC 20077 NONE GENERAL SUPPORT 300 PROJECT HOPE PO BOX 3270 HARLAN IA 51593 NONE GENERAL SUPPORT 200 PARALYZED VETERANS OF AMERICA 1875 EYE ST NW SUITE 1100 WASHINGTON DC 20006 NONE GENERAL SUPPORT 325 AMERICAN INSTITUTE FOR CANCER RESEARCH 1560 WILSON BOULEVARD SUITE 425 ARLINGTON VA 22209 NONE GENERAL SUPPORT 500 WOMEN IN RESOURCE DEVELOPMENT CORPORATION PO BOX 21364 RPO MACDONALD DRIVE ST JOHNS NL CA A1A 5G6 NONE GENERAL SUPPORT 250 CARL FARLEY'S BOYS RANCH 8 BIVINS BLVD BOYS RANCH TX 79010 NONE GENERAL SUPPORT 400 SAINT TIKHON'S SEMINARY 178 ST TIKHONS ROAD WAYMART PA 18472 NONE GENERAL SUPPORT 1500 COVENANT HOUSE PO BOX 758636 TOPEKA KS 66675 NONE GENERAL SUPPORT 90 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE GENERAL SUPPORT 50 89780 14 35 14 2038 41 18 81796 FEDERAL TAX REFUND 83869 83869 false false false false false false false false false false METZ LEWIS TAX PREP 700 700 NONE CLIPPER FUND 50393 117400 FPA FLEXIBLE FIXED INCOME 0 0 TCW SELECT EQUITITES I 0 0 GUGGENHEIM TOTAL RETURN BOND I 20449 20280 FEDERAL TAX REFUND ADVISOR FEES 568 568 2024 1ST QUARTER ESTIMATE 700 700 2023 TAX DUE PAID IN 2024 494 494