2022-05-11T14:34:55-05:00 2021-12-31 METZ LEWIS BRODMAN MUST O'KEEFE LLC 535 SMITHFIELD ST STE 800 PITTSBURGH PA 15222 990PF 2021-01-01 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 2022-04-28 true EDWARD AUFMAN XXX-XX-XXXX LARRY S BLAIR P00179062 4129181100 2 2021 2022-09-23 18:48:47Z X 256741 X 102200 1 1 1789 1789 32002 89630 32002 2111 138103 33792 0 572 572 0 0 500 500 600 1672 1072 0 0 70280 70280 71952 1072 0 70280 66151 32720 12083 9239 9239 134600 132925 247502 146683 142164 256741 0 0 X 146683 142164 146683 142164 146683 142164 146683 66151 212834 70670 142164 CHARLES SCHWAB - SEE DETAIL 2021-01-01 2021-07-08 1167 1168 -1 -1 CHARLES SCHWAB - SEE DETAIL 2015-10-15 2021-04-28 63950 56032 7918 7918 CHARLES SCHWAB - SEE DETAIL 2008-10-22 2021-11-12 1539 428 1111 1111 CAPITAL GAIN DIVIDENDS P 22974 CAPITAL GAIN DIVIDENDS P 22974 CAPITAL GAIN DIVIDENDS P 22974 32002 455 455 455 100 0 100 355 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 166119 20913 0 187032 0 187032 2805 184227 9211 9211 455 455 8756 8756 8756 70280 0 0 0 0 70280 8756 0 2019 2018 2017 0 37813 40998 40193 48246 45064 212314 70280 0 8756 61524 273838 0 0 0 0 37813 236025 40998 40193 48246 45064 61524 TIMOTHY S MOCK NA X ST ALEXANDER NEVSKY ORTHODOX CHURCH 8290 THOMPSON RUN ROAD PITTSBURGH PA 15237 NONE GENERAL SUPPORT 10500 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 ($5,000), SEMINARY ($2,000) 7000 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 500 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 400 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 NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH ST NW700 WASHINGTON DC 20001 NONE GENERAL SUPPORT 100 CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 NONE GENERAL SUPPORT 1500 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 DAV PO BOX 14301 CINCINNATI OH 452500301 NONE GENERAL SUPPORT 200 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 150 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN STREET DUQUESNE PA 15110 NONE GENERAL SUPPORT 11000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE GENERAL SUPPORT 5000 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 200 CARNEGIE MUSEUM OF PITTSBURGH 4400 FORBES AVENUE PITTSBURGH PA 15213 NONE GENERAL SUPPORT 150 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 NONE GENERAL SUPPORT 250 SAVE THE CHILDREN PO BOX 97132 WAHSINGTON DC 200907132 NONE GENERAL SUPPORT 600 CHRISTIAN APPALACHIAN PROJECT PO BOX 1768 PAINTSVILLE KY 41240 NONE GENERAL SUPPORT 500 SPECIAL OLYMPICS 2570 BLVD OF GENERALS SUITE 124 NORRISTOWN PA 19403 NONE GENERAL SUPPORT 150 LIGHT OF LIFE RESCUE MISSION 635 RIDGE AVENUE PITTSBURGH PA 15212 NONE GENERAL SUPPORT 500 MAKE A WISH OF GREATER PA AND WEST VIRGINIA 707 GRANT ST 3700 PITTSBURGH PA 15219 NONE GENERAL SUPPORT 250 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 125 THE NATIONAL CHILDREN'S CANCER SOCIETY 500 N BROADWAY 1850 STLOUIS MO 63102 NONE GENERAL SUPPORT 200 WYCLIFFE ASSOCIATION 11450 TRANSLATION WAY ORLANDO FL 32832 NONE GENERAL SUPPORT 100 VETERANS OF FOREIGN WARS PROCESSING CENTER PO BOX 8958 TOPEKA KS 666088958 NONE GENERAL SUPPORT 100 AMERICARES FOUNDATION 88 HAMILTON AVENUE STANFORD CT 06902 NONE GENERAL SUPPORT 5 THE CARTER CENTER 453 JOHN LEWIS FREEDOM PKWY NE ATLANTA GA 30307 NONE GENERAL SUPPORT 300 ST PETER AND PAUL ORTHODOX CHURCH 220 MANSFIELD BLVD CARNEGIE PA 15106 NONE GENERAL SUPPORT 200 NATURAL RESOURCES DEFENSE COUNCIL 15TH STREET NW SUITE 300 WASHINGTON DC 20005 NONE GENERAL SUPPORT 250 ALLEGHENY COUNTY PARKS FOUNDATION 675 OLD FRANKSTOWN ROAD PITTSBURGH PA 15239 NONE GENERAL SUPPORT 100 70280 14 1 14 1789 41 18 32002 FEDERAL TAX REFUND 2111 2111 33792 35903 false false false false false false false false false false X X 1 TIMOTHY S MOCK 6340 WATERCREST WAY UNIT 402 LAKEWOOD RANCH FL 34202 102200 X 1 2,292 SHRS. TCW SELECT EQUITIES I 102200 2021-12-15 ADVISOR FEES 572 572 NONE CLIPPER FUND 36571 91839 OAKMARK SELECT 0 0 FPA FLEXIBLE FIXED INCOME 53173 53526 METROPOLITAN WEST TOTAL 0 0 TCW SELECT EQUITITES I 43181 102137 COST BASIS ADJ OF DOCATED TCW STOCK 70670 FEDERAL TAX REFUND 2111 METZ LEWIS 500 500 2020 4TH QTR ESTIM PAID 2021 600