2020-03-26T16:53:28-05:00 2019-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2019-01-01 273556436 STEIN RICH FAMILY FOUNDATION STEI 4127990106 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BETTY SUE RICH TRUSTEE 4127990106 2020-03-23 1 SARAH R PIOT P01358891 4122613644 73.174.38.9 2020-03-23 10:07:29 ED P C27DEABDA4EC5E58121BD650225FDE93C4AFF1C8 CEAE0638BBD52A7558A7782AC07DC71993A9B73F 2019 2020-11-19 02:30:22Z X 2328193 X X 51346 46549 392942 991467 392942 444288 439491 0 0 0 2685 671 2014 9164 9164 0 3758 363 0 15607 10198 2014 127500 127500 143107 10198 129514 301181 429293 306786 62708 62708 852886 1085581 1276896 261988 420416 429935 370991 525127 558654 1792651 2093832 2328193 0 0 X 0 0 0 0 1792651 2093832 1792651 2093832 1792651 2093832 1792651 301181 0 2093832 0 2093832 CAPITAL GAIN/LOSS ON INVESTMENT P 971311 598525 372786 372786 CAPITAL GAINS DIVIDENDS P 20156 20156 20156 392942 0 99686 2231569 0.044671 93636 2031671 0.046088 93662 1853773 0.050525 98240 1918881 0.051197 91490 1998267 0.045785 0.238266 0.047653 2277774 108543 4293 112836 129514 X 4293 0 4293 0 4293 700 0 0 700 X 0 3593 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 2.00 0 0 0 BETTY SUE RICH 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BOARD MEMBER 2.00 0 0 0 JUDITH H STEIN 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BOARD MEMBER 2.00 0 0 0 LAWRENCE S RICH 3 WESTMORELAND FARM LANE PITTSBURGH PA 15215 BOARD MEMBER 2.00 0 0 0 DEBORAH F GRAVER 610 SMITHFIELD STREET 400 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 NONE 0 NONE 0 0 2137885 174576 0 2312461 0 0 2312461 34687 2277774 113889 113889 4293 4293 109596 0 109596 0 109596 129514 0 129514 4293 125221 109596 104086 0 0 129514 104086 0 0 25428 0 0 0 0 0 0 0 0 84168 0 0 0 ALVIN J STEIN BETTY SUE RICH X ALS ASSOCIATION WESTERN PENNSYLVANIA CHAPTER 416 LINCOLN AVE PITTSBURGH PA 15209 N/A PC GENERAL SUPPORT 5000 ANIMAL FRIENDS 562 CAMP HORNE ROAD PITTSBURGH PA 15237 N/A PC GENERAL SUPPORT 5000 DEFENDERS OF FREEDOM 225 W STATION SQUARE DR STE 620 PITTSBURGH PA 15219 N/A PC GENERAL SUPPORT 10000 FRIENDS OF THE IDF 29 E MADISON ST CHICAGO IL 60602 N/A PC GENERAL SUPPORT 5000 FRIENDS OF THE IDF 29 E MADISON ST CHICAGO IL 60602 N/A PC GENERAL SUPPORT 5000 FRIENDSHIP CIRCLE 1922 MURRAY AVE PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 5000 HOLOCAUST CENTER OF PITTSBURGH 826 HAZELWOOD AVE PITTSBURGH PA 15217 N/A PC TO SUPPORT THE PITTSBURGH HOLOCAUST CENTER 5000 JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH 5738 FORBES AVENUE PITTSBURGH PA 15217 N/A PC TO SUPPORT THE EMMA KAUFMANN CAMP 12500 JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH 5738 FORBES AVENUE PITTSBURGH PA 15217 N/A PC TO SUPPORT THE EMMA KAUFMANN CAMP 12500 JEWISH FEDERATION OF GREATER PITTSBURGH 234 MCKEE PLACE PITTSBURGH PA 15213 N/A PC TO SUPPORT YESHIVA(TZOHAR) 5000 JEWISH FEDERATION OF GREATER PITTSBURGH 234 MCKEE PLACE PITTSBURGH PA 15213 N/A PC GENERAL SUPPORT 20000 JEWISH FEDERATION OF GREATER PITTSBURGH 234 MCKEE PLACE PITTSBURGH PA 15213 N/A PC BNAI ISRAEL CEMETARY ENDOWMENT FUND 10000 LIVE LIKE LOU 2 SOUTH CAMPUS AVE OXFORD OH 45056 N/A PC GENERAL SUPPORT 10000 THE EDUCATION PARTNERSHIP 281 CORLISS ST PITTSBURGH PA 15220 N/A PC GENERAL SUPPORT 10000 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 N/A PC GENERAL SUPPORT 5000 UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 1250 PENN AVE PITTSBURGH PA 15222 N/A PC UNITED FOR WOMEN 2500 127500 0 14 51346 18 392942 0 444288 0 444288 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2685 671 2014 11,045.435 SHS AB GLOBAL BOND CLASS A 94345 93776 8,940.599 SHS AB MUNI INCOME PENNSYLVANIA CL A 93111 95128 10,397.26 SHS LORD ABBETT CORE FIXED INCOME FD F 109917 114890 10,222.141 SHS T ROWE PRICE TAX FREE HIGH YIELD 123043 126141 14 SHS ALPHABET INC CL A 2256 18751 14 SHS ALPHABET INC CL C 2242 18718 24 SHS AMAZON.COM INC 8965 44348 193 SHS BERKSHIRE HATHAWAY INC CL B 31081 43715 138 SHS COSTCO WHOLESALE CORP COM 42083 40561 260 SHS DISNEY WALT CO 26491 37604 255 SHS EXELON CORP 8171 11625 110 SHS NATIONAL OILWELL VARCO INC 2258 2756 278 SHS PNC FINANCIAL SERVICES GROUP COM 42232 44377 1,073 SHS TAIWAN SEMICONDUCTOR MFG CO LTD 10544 62341 290 SHS UNITED OVERSEAS BK LTD 5652 11392 716 SHS VENTAS INC 42097 41342 709 SHS VERIZON COMMUNICATIONS 42115 43533 1,058 SHS ZILLOW GROUP INC CL C CAP STK 41971 48605 MUTUAL FUNDS 777423 807228 574 SHS INVESCO EXCH TRD SLF IDX FD TR DEFENSIVE AT COST 31600 31983 1,108 SHS INVESCO EXCHANGE TRADED FD TR S&P500 EQL AT COST 63780 64641 834 SHS ISHARES EDGE MSCI MIN VOL GLOBAL ETF AT COST 79823 79922 1,410 SHS ISHARES MSCI EAFE ETF AT COST 99526 97910 718 SHS ISHARES TR COHEN STEER REIT AT COST 71380 83999 1,414 SHS ISHARES TR US TELECOM ETF AT COST 42119 42250 276 SHS VANGUARD INDEX FUNDS S&P 500 ETF USD AT COST 69184 81641 544 SHS VANGUARD SECTOR INDEX FDS VANGUARD AT COST 42088 44331 453 SHS WISDOMTREE TR EUROPE HEDGED EQ AT COST 25627 31977 INVESTMENT MANAGEMENT FEES 9164 9164 0 FOREIGN TAXES 363 363 0 EXCISE TAX 3395 0 0