2024-11-13T10:34:04-05:00 2023-12-31 251898678 EG CONLEY PC 1 FORESTWOOD DR STE 201 PITTSBURGH PA 152371216 990PF 2023-01-01 833723943 ARJUN KASHMAG FOUNDATION ARJU 4129139197 406 JAMESBOROUGH DR PITTSBURGH PA 15238 MOHAN PATEL PRESIDENT 4129139197 2024-11-13 true true BRENDAN E CONLEY P01422452 4123672001 2024-11-13 2023 2024-10-15 13:58:12Z X 1263652 X 189275 21248 21248 -5546 54622 204977 21248 4381 4381 4381 4381 0 56000 56000 60381 4381 56000 144596 16867 1418 1582 1582 805483 894761 1206620 55154 55450 806901 951497 1263652 0 X 806901 951497 806901 951497 806901 951497 806901 144596 951497 951497 PUBLICLY TRADED SECURITIES D 54622 60168 -5546 -5546 -5546 234 234 234 234 false false false false false false false true true true false false false false true N/A MOHAN PATEL 4129139197 406 JAMESBOROUGH DR PITTSBURGH PA 15238 false false false false false false false false false false false false false false false false false false false false MOHAN PATEL 406 JAMESBOROUGH DR PITTSBURGH PA 15238 PRESIDENT 5.00 0 0 0 NONE NONE N/A 977708 2976 0 980684 980684 14710 965974 48299 48299 234 234 48065 48065 48065 56000 56000 48065 9392 9392 56000 48065 7935 17327 0 17327 9392 7935 X HEARTH PO BOX 318 GLENSHAW PA 15116 PC FAMILY SERVICES 25000 ASTHMA & ALLERGY FOUNDATION 1235 SOUTH CLARK ST ARLINGTON VA 22202 PC RESEARCH PROGRAMS 8000 SHATTERPROOF 101 MERRITT 7 COPORATE PA NORWALK CT 06851 PC ADDICTION RECOVERY PROGRAM 6000 BRAIN & BEHAVIOR RESEARCH FDN 111 WEST WASHINGTON ST CHICAGO IL 60602 PC RESEARCH PROGRAMS 8000 MENTAL HEALTH AMERICA 500 MONTGOMERY ST ALEXANDRIA VA 22314 PC MENTAL HEALTH PROGRAMS 4000 STIFF PERSON SYNDROME RESEARCH 8621 BURDETTE RD BETHESDA MD 20854 PC RESEARCH PROGRAMS 2500 PITTSBURGH KIDS FOUNDATION 116 FEDERAL ST PITTSBURGH PA 15212 PC CHILDREN'S PROGRAMS 2500 56000 14 21248 18 -5546 15702 15702 false false false false false false false false false false X X 1 MOHAN PATEL 406 JAMESBOROUGH DR PITTSBURGH PA 15238 189275 X 1 389 SHS ABBVIE INC 60283 2024-12-28 1 6562 SHS GOLDMAN SACHS GQG PTRS 130000 2024-12-28 1 1440 SHS KEURIG DR PEPPER INC 47981 2024-12-28 1 1086 SHS SUN LIFE FINANCIAL 56320 2024-12-28 OSTERWEIS STRATEGIC INCOME FD 55154 55450 FIRST EAGLE GLOBAL CL I 52581 51499 GOLDMAN SACHS GQG PTRS INTL 82574 130000 JPMORGAN HEDGED EQUITY CL I 88181 114581 MERIDIAN SMALL CAP GROWTH FD 86373 71443 T ROWE PRICE SMALL CAP VALUE 52302 55369 THORNBURG INCOME BUILDER CL I 80802 85373 TRANSAMERICA INTL EQUITY CL I 91275 104910 ABBVIE INC 32762 60283 APPLE INC 153347 170967 KEURIG DR PEPPER INC 34014 47981 NASDAQ INC 34030 135001 STARBUCKS CORP 66595 122893 SUN LIFE FINANCIAL 39925 56320 INVESTMENT MGMT FEES 4381 4381