2025-10-13T15:27:00-05:00 2024-11-30 131639826 CBIZ ADVISORS LLC 68 SOUTH SERVICE ROAD MELVILLE NY 11747 990PF 2023-12-01 137079079 THE SHULSKY FOUNDATION SHUL 4125628879 501 GRANT STREET 200 PITTSBURGH PA 15219 JACK KESSLER VICE PRESIDENT 4125628879 2025-10-13 1 1 MORDECAI LERER P00490856 5169925900 2025-10-13 2023 2025-03-06 01:10:19Z X 4618422 X 2669099 15791 15791 572845 1696890 572845 3257735 588636 0 0 0 0 0 25672 12836 0 12836 2209 1105 0 1104 7811 7811 0 0 35692 21752 0 13940 250000 250000 285692 21752 0 263940 2972043 566884 0 295798 295798 0 2682847 4322624 0 2978645 4618422 6602 0 6602 X 0 0 0 0 0 2972043 0 2972043 0 2978645 0 2972043 0 2972043 0 2972043 PUBLIC TRADED SECURITIES - SHORT TERM 24180 20376 3804 3804 PUBLIC TRADED SECURITIES - LONG TERM 1451953 950733 501220 501220 SALE OF GOLD COINS D 220757 152936 67821 67821 572845 7880 0 7880 0 7880 0 0 10000 0 10000 0 2120 2120 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A JACK KESSLER 2125869770 UNION TRUST BUILDING 501 GRANT STREET PITTSBURGH PA 15219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAMI S DAVID 2521 PALISADE AVENUE PH-A RIVERDALE NY 10463 TRUSTEE 0.10 0 0 0 JACK KESSLER 501 GRANT STREET SUITE 200 PITTSBURGH PA 15219 TRUSTEE 0.10 0 0 0 TERRY HUNT 36 LARCHWOOD DRIVE CAMBRIDGE MA 02138 TRUSTEE 0.10 0 0 0 SHAUN JONES 615 SW ANCHORAGE WAY STUART FL 34994 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 1301536 48813 0 1350349 0 0 1350349 20255 1330094 66505 66505 7880 7880 58625 0 58625 0 58625 263940 0 263940 58625 0 0 112651 112651 263940 0 0 0 58625 205315 0 0 317966 0 0 0 0 0 0 112651 205315 205315 SAMI S DAVID X ESALEN INSTITUTE 548 MARKET STREET PMB 48853 SAN FRANCISCO CA 94104 NONE TO FURTHER THE FOUNDATIONS'S PURPOSE BY DONATING TO A CHARITY THAT IS A LEADING CENTER FOR EXPLORING AND REALIZING HUMAN POTENTIAL THROUGH EXPERIENCE, EDUCATION, AND RESEARCH. THEY WORK TOWARD THE REALIZATION OF A MORE HUMANE WORLD, SEEKING ANSWERS TO QUESTIONS UNLIKELY TO BE EXPLORED BY TRADITIONAL UNIVERSITIES AND RELIGIONS. ESALEN SPONSORS PIONEERING INITIATIVES AND OFFERS PERSONAL, SPIRITUAL, AND SOCIAL TRANSFORMATION PROGRAMS FOR RESIDENTS, INTERNS, AND WORKSHOP PARTICIPANTS 250000 250000 0 14 15791 18 572845 0 588636 0 588636 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF RENA SCHULSKY 501 GRANT STREET SUITE 200 PITTSBURGH PA 15219 2669099 X 1 PUBLICLY TRADED STOCKS 2669099 2024-09-06 ACCOUNTING FEES 2209 1105 0 1104 ABBOTT LABS - 318 SHARES 24876 37769 ABBIVE INC - 219 SHARES 17590 40062 ADOBE INC - 84 SHARES 23573 43338 ADVNCD MICRO D INC - 229 SHARES 31579 31413 ALPHABET INC SHS CLC - 1,329 SHARES 84661 226581 AMER EXPRESS COMPANY - 123 SHARES 26312 37476 ANALOG DEVICES INC - 124 SHARES 21908 27038 APPLE INC - 1,307 SHARES 68251 310190 APPLIED MATERIAL INC - 279 SHARES 12121 48744 AT&T INC - 1,025 SHARES 19014 23739 AUTOMATIC DATA PROC - 63 SHARES 19283 19337 BLACKROCK INC - 47 SHARES 22263 48072 BOSTON SCIENTIFIC CORP - 470 SHARES 27512 42610 BRISTOL-MYERS SQUIBB CO - 419 SHARES 24123 24813 CAPITAL ONE - 229 SHARES 43428 43970 CARRIER GLOBAL CORP - 196 SHARES 15054 15165 CATERPILLIAR INC - 118 SHARES 26141 47921 CHEVRON CORP - 238 SHARES 38588 38539 CISCO SYSTEMS INC - 583 SHARES 34391 34519 CITIGROUP INC - 700 SHARES 36778 49609 COLGATE - 213 SHARES 20343 20582 COMCAST CORP NEW CL A - 1,010 SHARES 39866 43622 COSTCO WHOLESALE CRP - 64 SHARES 61577 62200 DANAHER CORP - 60 SHARES 17305 14381 DEERE CO - 60 SHARES 9763 27954 ECOLAB INC - 104 SHARES 19032 25872 ELEVANCE HEALTH INC - 64 SHARES 16301 26045 EMERSON ELEC CO - 114 SHARES 7069 15116 EQUINIX INC - 31 SHARES 21330 30426 GILEAD SCIENCES INC - 268 SHARES 17655 24811 HOME DEPOT INC - 137 SHARES 28144 58791 ILLINOIS TOOL WORKS INC - 72 SHARES 14626 19981 INTUIT INC - 45 SHARES 14738 28878 LAM RESCH CORP - 370 SHARES 10670 27336 LOWE'S COMPANIES INC 23671 23701 MARRIOTT INTL INC NEW A - 180 SHARES 51744 52036 MARSH & MCLENNAN COS INC - 94 SHARES 21722 21924 MASTERCARD INC - 108 SHARES 26568 57558 MERCK AND CO INC SHS - 364 SHARES 27416 36997 MICROSOFT CORP - 713 SHARES 110136 301927 MOODY'S CORP - 63 SHARES 31209 31499 NEXTERA ENERGY INC SHS - 327 SHARES 22097 25725 NIKE INC CL B - 290 SHARES 23704 22843 NVIDIA - 2,393 SHARES 10642 330832 PAYPAL HOLDINGS INC - 282 SHARES 24688 24469 PROCTOR & GAMBLE CO - 358 SHARES 54901 64175 PROGRESSIVE CRP - 203 SHARES 54022 54583 PROLOGIS INC - 274 SHARES 23330 31998 QUALCOMM INC - 184 SHARES 16167 29170 S&P GLOBAL INC - 72 SHARES 37438 37621 SALESFORCE INC - 194 SHARES 31181 64018 SCHLUMBERGER LTD - 727 SHARES 31697 31944 SERVICENOW INC - 48 SHARES 26645 50373 STARBUCKS CORP - 433 SHARES 35824 44365 T-MOBILE US INC SHS - 144 SHARES 35032 35559 TARGET CORP - 144 SHARES 11936 19053 THERMO FISHER SCIENTIFIC INC - 55 SHARES 19465 29130 TJX COS INC - 329 SHARES 17864 41352 UNTIEDHEALTH GROUP INC - 104 SHARES 58455 63461 US BANCORP - 670 SHARES 28026 35704 VERTIX PHARMCTLS INC - 59 SHARES 27205 27620 VISA INC CL A - 245 SHARES 54992 77195 WALMART INC - 468 SHARES 15710 43290 WELLS FARGO & CO - 500 SHARES 38753 38085 WELLTOWER INC - 141 SHARES 19298 19483 ZOETIS INC - 131 SHARES 23047 22958 AGILENT TECHNOLOGIES INC - 117 SHARES 9096 16142 AMERICAN WTR WKS CO INC - 122 SHARES 13000 16707 APTV PLC SHS - 153 SHARES 14437 8496 AUTODESK INC DEL -74 SHARES 20381 21601 BEST BUY CO INC - 153 SHARES 11347 13770 BIOGEN INC - 89 SHARES 13949 14296 CBRE GROUP INC - 133 SHARES 18659 18619 CENCORA INC - 87 SHARES 13586 21885 CENTENE CORP - 136 SHARES 8255 8160 CUMMINS INC - 55 SHARES 9109 20627 EBAY INC - 686 SHARES 26797 43417 EDWARDS LIFESCIENCES CRP - 246 SHARES 15466 17552 ELECTRONIC ARTS INC - 123 SHARES 15418 20131 FIDELITY NATL INFO SVCS INC - 336 SHARES 28382 28661 FORTIVE CORP - 146 SHARES 9638 11582 GENERAL MILLS - 383 SHARES 20323 25378 GENERAL MOTORS CO - 859 SHARES 29638 47752 HERSHEY COMPANY - 96 SHARES 15417 16908 HEWLETT PACKARD - 584 SHARES 12944 12392 HUNTINGTN BANCHSHS INC - 892 SHARES 16239 16065 IQVIA HLDGS INC - 58 SHARES 11543 11649 MARATHON PETROLEUM CORP - 99 SHARES 15542 15459 METLIFE INC - 474 SHARES 25822 41821 NASDAQ OMX GRP INC - 178 SHARES 14585 14772 OTIS WORLDWIDE CORP - 108 SHARES 9339 11122 PPG INDUSTRIES INC - 82 SHARES 10100 10198 PUB SVC ENTERPRISE GRP - 336 SHARES 31602 31685 QUANTA SERVICES INC - 87 SHARES 30167 29973 ROCKWELL AUTOMATION INC - 66 SHARES 11399 19479 SEMPRA - 437 SHARES 40945 40934 TRACTOR SUPPLY CO - 90 SHARES 13623 25530 ULTA BEAUTY INC - 53 SHARES 18838 20492 VALERO ENERGY CORP - 252 SHARES 35337 35048 W W GRAINGER INC - 30 SHARES 36415 36160 WABTEC - 74 SHARES 14857 14846 WEYERHAEUSER CO - 373 SHARES 11865 12033 XYLEM INC - 120 SHARES 9423 15210 ACCENTURE PLC - 81 SHARES 14554 29352 EATON CORP - 109 SHARES 8881 40921 JOHNSON CONTROLS INTER - 192 SHARES 7516 16101 LINDE PLC - 71 SHARES 32330 32730 STERIS PLC REG - 43 SHARES 5633 9420 LEGAL FEES 25672 12836 0 12836 BANK CHARGES 7811 7811 0 0