2024-05-01T12:29:13-05:00 2023-12-31 030498867 LOVETT BOOKMAN HARMON MARKS LLP 1001 LIBERTY AVENUE SUITE 1150 PITTSBURGH PA 15222 990PF 2023-01-01 256027635 WALDEN TRUST C/O HENRY P HOFFSTOT III WALD 4123922509 5057 FIFTH AVENUE PITTSBURGH PA 15232 HENRY P HOFFSTOT III TRUSTEE 4123922509 2024-04-30 1 HENRY HOFFSTOT III 999009999 0 ROBERT S LANG P00144610 4123922220 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1777592 X 130192 29 29 29913 29913 388950 464906 388950 52 0 549136 418892 0 0 0 3205 0 3205 229 0 0 33 0 33 3467 0 3238 66650 66650 70117 0 69888 479019 418892 2138 394 394 152465 518350 1777117 0 81 81 154603 518825 1777592 0 0 X 154603 518825 0 0 0 0 154603 518825 154603 518825 154603 479019 0 633622 114797 518825 11 SHS AMGEN INC 2022-06-09 2023-02-27 2576 2716 -140 -140 193 SHS AMGEN INC 2023-02-27 2023-07-25 45661 45302 359 359 6 SHS KIMBERLY CLARK CORP 2022-12-15 2023-05-09 927 836 91 91 100 SHS AMAZON INC 2016-02-01 2023-02-27 9395 2890 6505 6505 150 SHS AMAZON INC 2016-02-01 2023-02-27 14051 4335 9716 9716 250 SHS AMAZON INC 2016-02-01 2023-02-27 23395 7225 16170 16170 11 SHS AMGEN INC 2022-06-09 2023-07-25 2596 2715 -119 -119 100 SHS APPLE INC 2013-03-05 2023-08-31 18861 1521 17340 17340 50 SHS APPLE INC 2013-03-05 2023-11-07 9043 759 8284 8284 27 SHS KIMBERLY CLARK CORP 2022-03-15 2023-05-09 3922 3436 486 486 1,338 SHS AMGEN INC 1989-02-09 2023-02-27 312782 1078 311704 311704 150 SHS KIMBERLY CLARK CORP 1991-08-05 2023-05-09 21697 3283 18414 18414 WASH SALE ADJUSTMENT P 2022-06-09 2023-02-27 140 140 388950 5823 0 5823 0 5823 590 0 0 0 590 0 5233 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A HENRY P HOFFSTOTIII 4126211159 5057 FIFTH AVENUE PITTSBURGH PA 15232 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H PHIPPS HOFFSTOT III 5057 FIFTH AVENUE PITTSBURGH PA 15232 TRUSTEE 0.00 0 0 0 MAEVE U HOFFSTOT 5057 FIFTH AVENUE PITTSBURGH PA 15232 TRUSTEE 0.00 0 0 0 HENRY F HOFFSTOT 5057 FIFTH AVENUE PITTSBURGH PA 15232 TRUSTEE 0.00 0 0 0 DARYLN B HOFFSTOT 5057 FIFTH AVENUE PITTSBURGH PA 15232 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MAKES VARIOUS GRANTS,SEE ATTACHMENT TO PART XV, AND ALL EXPENSES RELATE TO THE GRANT MAKING PROCESS 0 0 1582393 7696 0 1590089 0 0 1590089 23851 1566238 78312 78312 5823 5823 72489 0 72489 0 72489 69888 0 69888 72489 69524 0 0 69888 69524 0 0 364 0 0 0 0 0 0 0 0 72125 0 0 0 X ALLEGHENY CEMETERY 4734 BUTLER STREET PITTSBURGH PA 15201 PC ENDOWMENT 3000 BALMORAL SCHOOL OF PIPING 1414 PENNSYLVANIA AVENUE PITTSBURGH PA 15233 PC UNRESTRICTED 300 BAND OF BROTHERS SHAKESPEARE COMPANY 221 FAYETTE STREET JOHNSTOWN PA 15905 PC 2023 PRODUCTION OF SHAKESPEARE PLAY 2500 BATH & TENNIS HISTORIC BUILDING PRESERVATION FOUNDATION INC 1170 SOUTH OCEAN BOULEVARD PALM BEACH FL 33480 PC UNRESTRICTED 1000 CONEMAUGH VALLEY CONSERVANCY PO BOX 218 JOHNSTOWN PA 15907 PC UNRESTRICTED 2500 EPIPHANY SCHOOL 154 CENTRE STREET DORCHESTER MA 02124 EDUCATION UNRESTRICTED 1000 EVERGLADES FOUNDATION 18001 OLD CUTLER ROAD SUITE 625 PALMETTO FL 33157 PC UNRESTRICTED 5000 WESTERN PENNSYLVANIA CONSERVANCY 800 WATERFRONT DRIVE PITTSBURGH PA 15222 PC FALLINGWAER 7500 GEORGETOWN UNIVERSITY DEPARTMENT NO 0734 WASHINGTON DC 200730734 EDUCATION MEN'S HEAVYWEIGHT CREW PROGRAM 2500 GREATER PITTSBURGH LITERACY COUNCIL 411 SEVENTH AVE SUITE 525 PITTSBURGH PA 152191134 PC TRAINING PROGRAMS AND COMMUNITY SERVICES 1000 GROTON SCHOOL PO BOX 991 GROTON MA 014500991 EDUCATION UNRESTRICTED 4000 HARVARD COLLEGE FUND 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 EDUCATION STUDENT FINANCIAL AID 2500 HOPITAL ALBERT SCHWEITZER HAITI PO BOX 110091 PITTSBURGH PA 15222 PC UNRESTRICTED 2500 MADISON AVENUE PRESBYTERIAN CHURCH 921 MADISON AVENUE NEW YORK NY 10021 RELIGIOUS UNRESTRICTED 250 MEMORIAL CHURCH - HARVARD UNIVERSITY ONE HARVARD YARD CAMBRIDGE MA 02138 RELIGIOUS UNRESTRICTED 500 NEW WATERFORD CEMETERY ASSN 47060 HISEY ROAD NEW WATERFORD OH 44445 PC UNRESTRICTED 2000 PALM BEACH ROWING ASSOCIATION 1648 SE SAILFISH POINT BOULEVARD STUART FL 34996 PC BOATHOUSE RENOVATION AND ADDITION 10000 PHIPPS CONSERVATORY & BOTANICAL GARDENS ONE SCHENLEY PARK PITTSBURGH PA 152133830 PC PERMANENT ENDOWMENT 100 PITTSBURGH HISTORY & LANDMARKS FOUNDATION 100 W STATION SQUARE DRIVE PITTSBURGH PA 152191134 PC HISTORIC RELIGIOUS PROPERTIES PROGRAM 500 PRESERVATION FOUNDATION OF PALM BEACH 311 PERUVIAN AVENUE PALM BEACH FL 33480 PC UNRESTRICTED 500 PRESERVATION PITTSBURGH 1501 REEDSDALE STREET PITTSBURGH PA 152322116 PC UNRESTRICTED 2500 SHADYSIDE PRESBYTERIAN CHURCH 5121 WESTMINSTER PLACE PITTSBURGH PA 152322116 RELIGIOUS MUSIC SUPPORT 2000 SISTERS OF CHARITY SETON HILL DEPAUL CENTER 144 DEPAUL CENTER ROAD GREENSBURG PA 15601 RELIGIOUS UNRESTRICTED 500 SOCIETY OF THE FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH FL 33480 PC UNRESTRICTED 1000 SOUTHERN TIER ALTERNATIVE THERAPIES INC 24 STOM ROAD LIGONIER PA 15658 PC UNRESTRICTED 1000 THE GARDEN CONSERVANCY PO BOX 608 GARRISON NY 10524 PC UNRESTRICTED 1000 THOREAU SOCIETY 341 VIRGINIA ROAD CONCORD MA 01742 PC THOREAU PRIZE 1000 TWO EAST SIXTY-SECOND STREET FOUNDATION 2 EAST 62ND STREET NEW YORK NY 10065 PC UNRESTRICTED 1000 UNIVERSITY OF PITTSBURGH AT GREENSBURG 101 LYNCH HALL 1150 MT PLEASANT ROAD GREENSBURG PA 15601 EDUCATION FRANK CASSELL SCHOLARSHIP 1500 US INSTITUTE FOR CHRIST CHURCH CEMETERY 295 CHURCH STREET SE STE 404 SALEM OR 97301 PC REAL PROPERTY RESTORATION OF ST. THOMAS CHURCH IN MOYARD 2000 VALPO SURF 232 MAIN STREET THOMASTON ME 04861 PC UNRESTRICTED 1000 WQED 4802 FIFTH AVENUE PITTSBURGH PA 15213 PC RADIO BROADCASTING SUPPORT 1000 CAMBRIDGE (UNIVERSITY) IN AMERICA PO BOX 9123 JAF BLG NEW YORK NY 10087 EDUCATION CAMBRIDGE UNIVERSITY BOAT CLUB 1000 PRESIDENT & FELLOWS OF HARVARD COLLEGE PO BOC 419209 BOSTON MA 02241 EDUCATION GERADUATE SCHOOL OF EDUCATION 1000 66650 0 14 29 14 29913 15 52 18 388950 0 418944 0 418944 4 PROVIDED FUNDS USED TO DISTRIBUTE VARIOUS GRANTS 7 PROVIDED FUNDS USED TO DISTRIBUTE VARIOUS GRANTS 8 PROVIDED FUNDS USED TO DISTRIBUTE VARIOUS GRANTS 0 0 0 0 0 0 0 0 0 0 X X 1 HPHIPPS HOFFSTOT 5057 FIFTH AVENUE PITTSBURGH PA 15232 130092 X 2 HPHIPPS HOFFSTOT 5057 FIFTH AVENUE PITTSBURGH PA 15232 100 X 1 200 SHS PALO ALTO NETWORKS 38714 2023-03-30 1 200 SHS APPLE INC 32691 2023-03-31 1 50SHS AUTOMATIC DATA PROCESSING 10902 2023-04-18 1 100 SHS APPLE INC 17298 2023-05-08 1 100 SHS APPLE INC 18627 2023-08-30 1 50 SHS PALO ALTO NETWORKS 11860 2023-08-30 LBHM 3205 0 3205 COMMON STOCKS 518350 1777117 ACCRUED INCOME 81 81 COST BASIS ADJUSTMENT 114797 REGISTRATION FEES 15 0 15 OFFICE EXPENSES 18 0 18 BOOK ROYALTY 52 0 52 EXCISE TAX 229 0 0