2024-05-13T05:07:17-07:00 2023-12-31 251720560 Wechsler Wolsh & Associates 210 6th Avenue Suite 320 Pittsburgh PA 15222 990PF 2023-01-01 256060720 HALPERN FOUNDATION HALP 4122984368 1012 HIGHMONT ROAD PITTSBURGH PA 15232 STEPHEN F HALPERN Trustee 2024-05-13 true STEPHEN F HALPERN 999009999 true Harvey A Wolsh P00624782 4124718568 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1455843 X 19227 27933 27933 27933 31226 218990 31226 78386 59159 27933 2350 2350 2350 3386 3386 3386 1941 321 2513 2513 2513 251 10190 8570 8249 251 66880 66880 77070 8570 8249 67131 1316 50589 19684 125134 187642 187642 1277592 1214001 1262879 2759 2759 5323 5322 5322 1408049 1406965 1455843 2400 2400 0 X 1405649 1406965 1405649 1406965 1408049 1406965 1405649 1316 1406965 1406965 333 ISHARES MCSI EAFE SMALL CAP ETF P 2021-03-01 2023-08-09 19923 23721 -3798 -3798 971 JANUS HENDERSON CONTRARIAN P 2021-03-01 2023-08-09 26000 28038 -2038 -2038 2,384 LAZARD GLOBAL LISTED INFRASTRU P 2020-07-17 2023-08-09 35000 34398 602 602 454 WCM FOCUSED INTERNATIONAL P 2021-03-01 2023-08-09 10000 11467 -1467 -1467 150 VANGUARD DIVIDEND P 2000-01-01 2023-08-09 24677 24170 507 507 88 APOLLO GLOBAL MGT P 2000-01-02 2023-09-18 6936 5326 1610 1610 97 DIGITAL REALTY TRUST P 2020-01-02 2023-07-07 11205 12356 -1151 -1151 71 HONEYWELL INTERNATIONAL P 2020-01-02 2023-12-14 14306 2610 11696 11696 100 KIMBERLY-CLARK CORP P 2020-01-02 2023-11-07 11976 11011 965 965 4 LAM RESEARCH CORP P 2020-01-02 2023-11-30 2840 1912 928 928 150 MEDTRONIC PLC P 2020-01-02 2023-01-06 12119 11543 576 576 9 PARKER-HANNIFIN CORP P 2020-01-02 2023-02-14 3146 514 2632 2632 59 ROCKWELL AUTOMATION P 2020-01-02 2023-07-20 17972 6358 11614 11614 84 STARBUCKS CORP P 2020-01-02 2023-04-20 9092 8559 533 533 50 TARGET CORP P 2020-01-02 2023-06-01 6713 4335 2378 2378 14 VERALTO CORP P 2020-01-02 2023-10-11 1095 1446 -351 -351 Capital Gain Dividends 5990 31226 703 703 703 703 0 false false false false false false false true true PA true false false false false true N/A STEPHEN F HALPERN 4122984368 1012 HIGHMONT ROAD PITTSBURGH PA 15232 false false false false false false false false false false false false false false false false false false false false false false IRVING J HALPERN 537 N NEVILLE ST APT 4F PITTSBURGH PA 15213 TRUSTEE 0.00 0 EILEEN LANE 146 N BELLEFIELD AVE 1101 PITTSBURGH PA 15213 TRUSTEE 0.00 0 RICHARD I HALPERN 389 ISLE CT PALM BEACH GARDENS FL 33418 TRUSTEE 0.00 0 STEPHEN F HALPERN 1012 HIGHMONT RD PITTSBURGH PA 15232 TRUSTEE 0.00 0 NONE NONE 1229541 156388 5322 1391251 0 1391251 20869 1370382 68519 68519 703 703 67816 67816 67816 67131 67131 67816 65629 67131 65629 0 1502 66314 X 1012 HIGHMONT RD PITTSBURGH PA 15232 4122984368 LETTER FROM THE SOLICITING ORGANIZATION BETH SHALOM CONGREGATION 5915 BEACON STREET PITTSBURGH PA 15217 COMMUNITY 3380 PITTSBURGH SYMPHONY ORCHESTRA 600 PENN AVENUE PITTSBURGH PA 15222 COMMUNITY 2500 JEWISH FEDERATION OF GREATER PGH 2000 TECHNOLOGY DR PITTSBURGH PA 15219 COMMUNITY 36000 CARNEGIE INSTITUTE 4400 FORBES AVENUE PITTSBURGH PA 15213 COMMUNITY 500 KRAVIS CENTER 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 COMMUNITY 1000 TREE OF LIFE INC 107 WOODLAND ROAD PITTBURGH PA 15232 COMMUNITY 20000 SQUIRREL HILL URBAN COALITION 5604 SOLWAY STREET PITTSBURGH PA 15217 COMMUNITY 1000 KELLY WRITERS HOUSE 3805 LOCUST WALK PHILADALPHIA PA 19104 COMMUNITY 2500 66880 14 27933 18 31226 59159 59159 false false false false false false false false false false X X 1 RICHARD I HALPERN 389 ISLE CT PALM BEACH FL 33418 16227 X 1 39 shs ISHS CORE S& P 500 ETF 16227 2023-12-01 WECHSLER WOLSH AND ASSOCIATES 2350 2350 2350 0 Furniture and Fixtures 2759 2759 BETH SHALOM GRAVESITE 5322 5322 5322 OFFICE EXPENSE 2513 2513 2513 251 PROFESSIONAL MONEY MANAGERS 3386 3386 3386 0 FEDERAL EXCISE TAX 1620 FOREIGN TAXES 321 321