2024-04-22T09:14:27-05:00 2023-12-31 METZ LEWIS BRODMAN MUST O'KEEFE LLC 444 LIBERTY AVE STE 2100 PITTSBURGH PA 15222 990PF 2023-01-01 141839580 RICHARD L AND VIRGINIA M FISCHER FOUNDATION C/O AUFMAN ASSOCIATES % AUFMAN ASSOCIATES INC RICH 7249345600 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 151438753 EDWARD AUFMAN MANAGER 7249345600 2024-04-20 true EDWARD AUFMAN XXX-XX-XXXX true NICHOLAS J HOLLAND P01656200 4129181100 2 2023 2023-04-26 12:10:37Z X 175315 X 0 X 125 2597 4210 52826 4210 6932 4210 0 1000 1000 0 0 1361 1361 48 48 2409 2409 0 0 30500 30500 32909 2409 0 30500 -25977 1801 25630 29904 29904 143926 113675 145411 169556 143579 175315 0 0 X 169556 143579 169556 143579 169556 143579 169556 -25977 143579 143579 CHARLES SCHWAB (SEE ATTACHED) 264 261 3 3 CHARLES SCHWAB (SEE ATTACHED) 50976 48355 2621 2621 CAPITAL GAIN DIVIDENDS P 1586 CAPITAL GAIN DIVIDENDS P 1586 4210 25 25 25 252 0 252 227 227 false false false false false false false true true PA true false false false false true N/A AUFMAN ASSOCIATES INC 7249345600 220 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 151438753 false false false false false false false false false false false false false false false false false false false false false RICHARD L FISCHER 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 15143 DIRECTOR - PART TIME 0 0 0 0 VIRGINIA M FISCHER 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 15143 DIRECTOR - PART TIME 0 0 0 0 EDWARD AUFMAN 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 15143 MANAGER - PART TIME 0 0 0 0 N/A NOT APPLICABLE 113579 32502 0 146081 0 146081 2191 143890 7195 7195 25 25 7170 7170 7170 30500 0 0 0 0 30500 7170 0 2021 2020 2019 0 120915 21949 49572 21938 4617 218991 30500 0 7170 23330 242321 0 0 0 0 120915 121406 21949 49572 21938 4617 23330 NA NA X UNITED WAY OF ALLEGHENY COUNTY 1250 PENN AVENUE PITTSBURGH PA 15230 NONE GENERAL SUPPORT 10000 MARY QUEEN OF PEACE PARISH 81 S 13TH T PITTSBURGH PA 15203 NONE GENERAL SUPPORT 1000 AMERICAN RED CROSS 2801 LIBERTY AVE PITTSBURGH PA 15222 NONE GENERAL SUPPORT 1000 FEEDING AMERICA 1 N LINDEN ST DUQUESNE PA 15110 NONE GENERAL SUPPORT 1000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 NONE GENERAL SUPPORT 2000 FOCUS 603 PARK POINT DR GOLDEN CO 80401 NONE GENERAL SUPPORT 500 WASHINGTON HEIGHTS ECUMENICAL FOOD BANK 213 BAILEY AVE PITTSBURGH PA 15211 NONE GENERAL SUPPORT 5000 DUQUESNE UNIVERSITY NURSING SCHOOL 600 FORBES AVE PITTSBURGH PA 15282 NONE GENERAL SUPPORT 10000 30500 14 125 14 2597 41 18 4210 FEDERAL TAX REFUND 01 6932 6932 false false false false false false false false false false NONE ARCONIC 0 ARTISAN MID CAP 5495 5684 CLIPPER 2010 4203 DOORDASH CI A 5058 2868 FMI LARGE CAP 3948 5154 FIRST EAGLE OVERSEAS A 2717 3332 HOWMET AEROSPACE 8000 23434 ISHARES DJ AEROSPACE & DEFENSE 3246 6077 LAZARD INT'L STRATEGIC EQUITY 8290 8405 NUANCE CONCENTRATED VALUE INV 4076 4131 OAKMARK INTERNATIONAL 1282 3104 OAKMARK INV 2070 3060 OAKMARK SELECT 715 3455 SEGALL BRYANT & HAMILL SMALL C 4583 5214 TCW SELECT EQUITIES N 3642 4795 THORNBURG INTERNATIONAL VALUE 7476 8081 VANGUARD 500 INDEX ETF 9500 14145 VANGUARD FTSE DEVELOPED MARKET 6980 7841 VANGUARD SMALL-CAP INDEX ETF 0 0 DOUBLELINE TOTAL RETURN BOND N 11923 9878 FAP NEW INCOME 0 0 FPA FLEXIBLE FIXED INCOME 7648 7490 METROPOLITAN WEST TOTAL 5006 5022 GUGGENHEIM TOTAL RETURN BOND I 7010 7022 LOOMIS SAYLES BOND R 3000 3016 METZ LEWIS 1000 1000 WEALTH MANAGEMENT FEES 1361 1361 FOREIGN TAX PAID 48 48