2023-05-15T10:14:33-05:00 2022-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2022-01-01 364515100 THE MUCK FAMILY FOUNDATION MUCK 7244431533 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 STEPHEN M MUCK PRESIDENT 7244431533 2023-05-11 1 STEPHEN MUCK 999009999 0 ELENA FAURIE P01684710 4122613644 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1067774 X X 23680 23680 39806 300389 39806 63486 63486 0 0 0 17245 17245 0 17245 17245 0 59500 59500 76745 17245 59500 -13259 46241 15 10822 10822 24717 20180 20180 408346 363215 479383 519126 544633 557389 952204 938850 1067774 0 0 X 697454 697454 0 0 254750 241396 952204 938850 952204 938850 952204 -13259 0 938945 95 938850 PUBLICLY TRADED SECURITIES P 297560 260583 36977 36977 CAPITAL GAIN DIVIDENDS P 2829 2829 2829 39806 643 0 643 0 643 2526 0 0 0 2526 0 1883 1883 0 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A STEPHEN M MUCK 7244431533 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN M MUCK 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 CHAIRMAN/CEO 1.00 0 0 0 CHRISTINE ROTELLA EXITED 43022 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 VICE PRESIDENT 0.50 0 0 0 ANGELA MUSILLO 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 SECRETARY/SENIOR FOUNDATION ADMIN. 0.50 0 0 0 RYAN PARKER 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 TREASURER 0.50 0 0 0 JENNIFER BOOTH 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 BOARD MEMBER 0.50 0 0 0 NONE 0 NONE 0 0 1081742 64098 0 1145840 0 0 1145840 17188 1128652 56433 56433 643 643 55790 0 55790 0 55790 59500 0 59500 55790 59449 0 0 59500 59449 0 0 51 0 0 0 0 0 0 0 0 55739 0 0 0 STEPHEN M MUCK STEPHEN M MUCK 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 7244431533 THERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION THERE ARE NO SUBMISSION DEADLINES THERE ARE NO RESTRICTIONS ON AWARDS AMERICAN WHITEWATER PO BOX 1540 CULLOWHEE NC 28723 N/A PC GENERAL SUPPORT 2500 ARMSTRONG TRAILS INC PO BOX 777 KITTANNING PA 16201 N/A PC SUPPORT OF BRADY TUNNEL REHAB PROJECT 2500 BUTLER MEALS ON WHEELS PO BOX 348 BUTLER PA 160030348 N/A PC GENERAL SUPPORT 1000 CLEAR THOUGHTS FOUNDATION 3000 VILLAGE RUN ROAD UNIT 103 225 WEXFORD PA 15090 N/A PC GENERAL SUPPORT 4000 FREEPORT GIRLS SOCCER BOOSTERS 149 WESTON LANE SARVER PA 16055 N/A PC GENERAL SUPPORT 1000 HARMONY FIRE DEPT BUILDING FUND 543 MAIN STREET HARMONY PA 16037 N/A PC GENERAL SUPPORT IN MEMORY OF PAUL R. RADER 500 HEALTHNETWORK FOUNDATION 3550 LANDER ROAD SUITE 225 PEPPER PIKE OH 44124 N/A PC GENERAL SUPPORT 10000 INNOVATE PGH 218 OAKLAND AVENUE PITTSBURGH PA 15213 N/A PC GENERAL SUPPORT 10000 KNOCH KNIGHTS LEGACIES FOUNDATION 328 KNOCH ROAD SAXONBURG PA 16056 N/A PC GENERAL SUPPORT 1000 LIGHT OF LIFE RESCUE MISSION 913 WESTERN AVENUE PITTSBURGH PA 15233 N/A PC GENERAL SUPPORT 5000 LIGHT OF LIFE RESCUE MISSION 913 WESTERN AVENUE PITTSBURGH PA 15233 N/A PC GENERAL SUPPORT IN MEMORY OF JOHN "JACK" HENNE 500 PENNSYLVANIA TROLLEY MUSEUM 1 MUSEUM RD WASHINGTON PA 153016133 N/A PC GENERAL SUPPORT FOR EXPANSION 2500 PERRY TOWNSHIP FIRE COMPANY 998 VALIER DRIVE VALIER PA 15780 N/A PC GENERAL SUPPORT IN MEMORY OF MELINDA "MINDY" MCAFEE 1000 THE NATIONAL PANCREAS FOUNDATION 3 BETHESDA METRO CENTER SUITE 700 BETHESDA MD 20814 N/A PC GENERAL SUPPORT IN MEMORY OF MARION E. "BEBE" PARKER 500 THE OHIO UNIVERSITY FOUNDATION PO BOX 896 ATHENS OH 45701 N/A PC GENERAL SUPPORT 2500 THE PENNSYLVANIA STATE UNIVERSITY 2583 GATEWAY DRIVE SUITE 130 STATE COLLEGE PA 16801 N/A PC GENERAL SUPPORT 10000 TRAIL PITTSBURGH 7500 BROOKTREE ROAD SUITE 100 WEXFORD PA 15090 N/A PC ALAMEDA PARK TRAIL FUND 2500 TROOPS FIRST FOUNDATION 12788 BARNETT DRIVE MOUNT AIRY MD 21771 N/A PC GENERAL SUPPORT 2500 59500 0 14 23680 18 39806 0 63486 0 63486 0 0 0 0 0 0 0 0 0 0 31.969 SHS COLGATE-PALMOLIVE CO COM USD 1958 2519 63.665 NEXTERA ENERGY INC COM USD 4170 5322 37.884 SHS CVS HEALTH CORPORATION COM 2179 3530 58.000 SHS PAYPAL HLDGS INC COM(PYPL) 6003 4131 73.840 SHS PROCTER & GAMBLE CO COM (PG) 4627 11191 47.478 SHS CONOCOPHILLIPS COM 1935 5602 32.496 SHS DUKE ENERGY CORP NEW COM NEW 2844 3347 54.760 SHS RAYTHEON TECHNOLOGIES CORP 3919 5526 18.243 SHS L3HARRIS TECHNOLOGIES INC COM 3893 3798 31.883 SHS WASTE MANAGEMENT INC 3764 5002 12.101 SHS THERMO FISHER SCIENTIFIC INC 3838 6664 44.035 SHS PHILLIPS 66 COM 2633 4583 19.092 SHS GENERAL DYNAMICS CORP COM USD 3466 4737 21.963 SHS AIR PRODUCTS AND CHEMICALS INC 5887 6770 17.193 SHS COSTCO WHOLESALE CORP COM USD 6130 7849 27.027 SHS MCDONALD S CORP(MCD) 5741 7122 40.160 SHS CHEVRON CORP NEW COM(CVX) 3588 7208 280.352 SHS CISCO SYSTEMS INC 12156 13356 52.262 SHS AMERICAN EXPRESS CO COM USD0.20 5233 7722 69.730 SHS NIKE INC CLASS B COM NPV 7023 8159 127.240 SHS JOHNSON & JOHNSON COM 8062 22477 21.229 SHS UNION PAC CORP 2924 4396 143.032 SHS MONDELEZ INTL INC COM NPV (MDLZ) 7799 9533 74.869 SHS MEDTRONIC PLC 7787 5819 42.476 SHS HONEYWELL INTERNATIONAL INC 7827 9103 18.000 SHS ADOBE SYSTEMS INCORPORATED COM 6183 6058 173.648 SHS COMCAST CORP 8076 6072 51.000 SHS SALESFORCE INC COM 8181 6762 69.580 SHS PEPSICO INC (PEP) 9108 12570 284.340 SHS PFIZER INC (PFE) 5587 14570 96.770 SHS STARBUCKS CORP COM USD 9362 9600 43.154 SHS HOME DEPOT INC 9894 13631 35.653 SHS DISNEY WALT CO (DIS) 5133 3098 91.997 SHS WALMART INC COM (WMT) 10389 13044 47.029 SHS AMGEN INC 11167 12352 209.798 SHS VERIZON COMMUNICATIONS INC 12145 8266 27.927 SHS UNITEDHEALTH GROUP(UNH) 7437 14806 72.497 SHS VISA INC COM CL A (V) 12865 15062 343.324 SHS BANK OF AMERICA CORP COM 10537 11371 107.083 SHS JPMORGAN CHASE & CO COM 12150 14360 212.627 SHS APPLE INC 11840 27627 180.000 SHS ALPHABET INC CAP STK CL A 11044 15881 80.000 SHS AMAZON.COM INC 7564 6720 60.000SHS BERKSHIRE HATHAWAY INC COM USD 12449 18534 168.596 SHS MICROSOFT CORP (MSFT) 23608 40433 37.298 SHS MASTERCARD INCORPORATED CL A 13931 12970 15.000 SHS BOEING CO COM USD 2516 2857 41.000 SHS CHEINERE ENERGY INC COM USD 6441 6148 6.000 SHS DEERE & CO 2399 2573 29.000 SHS NETFLIX INC 7823 8552 181.700 SHS PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF AT COST 18467 17925 534.576 SHS CLERABRIDGE SMALL CAP GR CL AT COST 22085 19528 253.978 SHS VANGUARD BD INDEX FUND INC TOTAL BOND AT COST 21260 18246 1276.293 SHS BLACKROCK LOW DURATION BOND INSTL AT COST 12033 11321 299.438 SHS VANGUARD EXTENDED MARKETS INDEX AT COST 37730 39783 1367.162 SHS WISDOMTREE TR US QUALITY DIVID AT COST 63981 82522 5331.305 SHS GOLDMAN SACHS GQG PARTNERS INTL OPP I AT COST 82896 88553 2206.568 SHS ARTISAN INTL VALUE FUND ADVISOR AT COST 77668 84754 5946.212 SHS ALPS SMITH TOTAL RETURN BOND CL I AT COST 64178 56727 1680.282 SHS THE OSTERWEIS STRATEGIC INCOME FD AT COST 19343 17357 760.032 SHS ISHARES TRUST AAA - A RATED CORP BD ETF AT COST 34216 35208 276.000 SHS SPDR BLOOMBERG INVESTMENT GRADE AT COST 8381 8388 214.082.000 SHS SPDR BLOOMBERG 1-3 MONTH T-BILL ETF AT COST 19599 19582 208.172 SHS DIREXION SHS ETF TR AUSPACE CMD STG AT COST 7015 6124 684.368 SHS BLACKROCK EVENT DRIVEN EQUITY INSTL AT COST 6764 6618 675.078 SHS BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL AT COST 6871 6521 334.942 SHS NEXPOINT MERGER ARBITRAGE CL Z AT COST 6807 6632 1399.9005 SHS JP MORGAN HEDGED EQUITY 2 FD I AT COST 22760 19431 715.963 SHS FULCRUM DIVRS ABSOL RETURN INSTL AT COST 6571 6487 506.417 SHS PIMCO TRENDS MANAGED FUTURES STRGY INSTL AT COST 6008 5682 COST BASIS ADJUSTMENT ON INVESTMENTS 95 ADVISORY FEES 17235 17235 0 BANK FEES 10 10 0