2023-05-10T13:36:01-05:00 2022-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2022-01-01 273556436 STEIN RICH FAMILY FOUNDATION STEI 4127990106 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BETTY SUE RICH TRUSTEE 4127990106 2023-05-09 1 BETTY SUE RICH 999009999 0 SARAH R PIOT P01358891 4122613644 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2137020 X X 57233 50788 48662 100172 48662 105895 99450 0 0 0 3060 765 2295 11054 11054 0 343 343 0 14457 12162 2295 100000 100000 114457 12162 102295 -8562 87288 66832 89849 89849 1004368 972818 1097281 420416 420416 364012 525126 525127 585878 2016742 2008210 2137020 0 0 X 0 0 0 0 2016742 2008210 2016742 2008210 2016742 2008210 2016742 -8562 30 2008210 0 2008210 CAPITAL GAIN/LOSS ON INVESTMENT P 71873 51510 20363 20363 CAPITAL GAINS DIVIDENDS P 28299 28299 28299 48662 1213 0 1213 0 1213 2251 0 0 0 2251 0 1038 1038 0 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 NONE 0 NONE 0 0 2296083 74925 0 2371008 0 0 2371008 35565 2335443 116772 116772 1213 1213 115559 0 115559 0 115559 102295 0 102295 115559 72765 0 0 102295 72765 0 0 29530 0 0 0 0 0 0 0 0 86029 0 0 0 ALVIN J STEIN BETTY SUE RICH X ADAT SHALOM 368 GUYS RUN ROAD CHESWICK PA 15024 N/A PC GENERAL SUPPORT 10000 ALS ASSOCIATION WESTERN PENNSYLVANIA CHAPTER 416 LINCOLN AVE MILLVALE PA 15209 N/A PC GENERAL SUPPORT 7500 DEFENDERS OF FREEDOM PO BOX 22582 PITTSBURGH PA 15222 N/A PC GENERAL SUPPORT 10000 FRIENDSHIP CIRCLE 1922 MURRAY AVE PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 5000 GUARDIAN ANGELS MEDICAL SERVICE DOGS 3251 NE 180TH AVE WILLISTON FL 32696 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 7500 JEWISH FEDERATION OF GREATER PITTSBURGH 2000 TECHNOLOGY DR PITTSBURGH PA 15219 N/A PC GENERAL SUPPORT 30000 T OF L INC WOODLAND ROAD PITTSBURGH PA 15232 N/A PC GENERAL SUPPORT 5000 THE EDUCATION PARTNERSHIP 281 CORLISS ST PITTSBURGH PA 15220 N/A PC GENERAL SUPPORT 7500 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 100000 0 14 57233 18 48662 0 105895 0 105895 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3060 765 2295 11,045.435 SHS AB GLOBAL BOND CLASS A 94345 74225 8,940.599 SHS AB MUNI INCOME PENNSYLVANIA CL A 93111 85562 10,397.26 SHS LORD ABBETT CORE FIXED INCOME CL I 109917 96279 10,222.141 SHS T ROWE PRICE TAX FREE HIGH YIELD 123043 107946 280 SHS ALPHABET INC CL A 2257 24704 280 SHS ALPHABET INC CL C 2243 24844 480 SHS AMAZON.COM INC 8965 40320 193 SHS BERKSHIRE HATHAWAY INC CL B 31081 59618 260 SHS DISNEY WALT CO 26491 22589 255 SHS EXELON CORP 5786 11024 110 SHS NATIONAL OILWELL VARCO INC 2258 2298 278 SHS PNC FINANCIAL SERVICES GROUP COM 42232 43907 583 SHS TAIWAN SEMICONDUCTOR MFG CO LTD 5874 43428 290 SHS UNITED OVERSEAS BK LTD 5652 13276 709 SHS VERIZON COMMUNICATIONS 42115 27935 MUTUAL FUNDS 728703 718735 300 SHS TESLA INC COM 46846 36954 85 SHS CONSTELLATION ENERGY CORP COM 2385 7328 200 SHS PFIZER INC 9878 10248 19 SHS UNITEDHEALTH GROUP INC 10052 10073 574 SHS INVESCO EXCH TRD SLF IDX FD TR DEFENSIVE AT COST 31600 38175 1,108 SHS INVESCO EXCHANGE TRADED FD TR S&P500 EQL AT COST 63780 70801 834 SHS ISHARES MSCI GBL MIN VOL AT COST 79823 79246 1,410 SHS ISHARES MSCI EAFE ETF AT COST 99526 92552 1,436 SHS ISHARES TR COHEN STEER REIT AT COST 71380 78750 1,414 SHS ISHARES TR US TELECOM ETF AT COST 42119 31716 276 SHS VANGUARD INDEX FUNDS S&P 500 ETF USD AT COST 69184 96970 544 SHS VANGUARD ENERGY INDEX FUND AT COST 42088 65976 453 SHS WISDOMTREE EUROPE HEDGED EQUITY FUND AT COST 25627 31692 TAX COST ADJUSTMENT 30 INVESTMENT MANAGEMENT FEES 11054 11054 0 FOREIGN TAXES 343 343 0