2024-11-14T15:06:04-06:00 2023-12-31 251637458 LOUIS PLUNG & COMPANY LLP 420 FT DUQUESNE BLVD STE 1900 PITTSBURGH PA 15222 990PF 2023-01-01 844052593 O'BRIEN ART PROJECT FOUNDATION OBRI 4128482585 253 SCAIFE ROAD SEWICKLEY PA 15143 MARTIN E O'BRIEN DIRECTOR & PRESIDENT 4128482585 2024-11-14 1 0 THOMAS L BAKAITUS JR CPA P00100481 4122818771 2023 2024-10-15 13:58:12Z X 6210327 X 61000 217 217 217 64320 64320 64320 459580 3565241 782255 0 585117 846792 64537 0 0 0 0 25073 21275 0 3798 6710 5693 0 1017 2723 1348 0 1375 3919 0 3919 139951 118747 0 21202 178376 147063 3919 27392 45000 45000 223376 147063 3919 72392 361741 699729 60618 123872 33865 33865 2379162 2272509 3023755 584818 0 0 1998213 3141432 3152707 5086065 5447806 6210327 0 0 X 0 0 0 0 5086065 5447806 5086065 5447806 5086065 5447806 5086065 361741 0 5447806 0 5447806 VISA INC P 2019-03-06 2023-09-12 494 311 183 183 AMAZON.COM INC P 2020-03-18 2023-05-12 8774 7499 1275 1275 T. ROWE PRICE DIVIDEND GROWTH I P 2019-12-18 2023-07-14 11900 9181 2719 2719 AIR PRODUCTS & CHEMICALS P 2021-09-22 2023-09-12 12124 10356 1768 1768 APPLE, INC P 2020-03-19 2023-05-09 15475 5801 9674 9674 ISHARES RUSSELL 1000 VAL P 2021-03-01 2023-09-18 15784 14737 1047 1047 ACTIVISION P 2020-03-19 2023-05-23 15814 11061 4753 4753 ARISTOTLE FLOATING RATE INCOME I P 2022-04-25 2023-09-01 17687 18024 -337 -337 T. ROWE PRICE DIVIDEND GROWTH I P 2019-12-18 2023-06-28 19300 15223 4077 4077 MICROSOFT CORP P 2020-04-06 2023-09-12 19927 10056 9871 9871 WELLS FARGO & CO P 2020-11-04 2023-05-23 20867 11188 9679 9679 HARBOR CAPITAL APPRECIATION P 2020-01-15 2023-02-10 21267 25702 -4435 -4435 MICROCHIP TECHNOLOGY P 2020-03-25 2023-05-12 21935 11855 10080 10080 BLACKROCK EMERGING MKTS INSTL P 2021-06-11 2023-02-10 22807 33154 -10347 -10347 GALLAGHER ARTHUR J & CO P 2020-03-13 2023-09-12 23052 8512 14540 14540 ACTIVISION P 2020-03-18 2023-10-13 23085 12842 10243 10243 LAZARD INTL STRATEGIC P 2020-01-15 2023-02-10 23263 24452 -1189 -1189 BLACKSTONE GROUP LB P 2018-07-19 2023-05-09 24552 11434 13118 13118 CHEVRON CORP P 2020-03-25 2023-02-10 25831 11961 13870 13870 ALPHABET INC CL C P 2020-03-30 2023-09-12 27266 12064 15202 15202 ISHARES S&P 500 INDEX FUND P 2020-05-14 2023-05-23 30512 20550 9962 9962 BLACKSTONE GROUP LB P 2018-07-19 2023-07-14 38189 11415 26774 26774 SCHLUMBERGER LTD P 2020-03-25 2023-02-10 39367 10509 28858 28858 VANGUARD MID CAP INDEX ADMIRAL P 2009-06-12 2023-05-09 39639 17267 22372 22372 OAKMARK INTL FD INST P 2020-05-14 2023-09-12 57000 34694 22306 22306 GALLAGHER ARTHUR J & CO P 2019-11-13 2023-02-10 58595 27416 31179 31179 OAKMARK INTL FD INST P 2020-05-14 2023-05-23 61700 39847 21853 21853 GALLAGHER ARTHUR J & CO P 2020-03-13 2023-06-20 65651 26387 39264 39264 SCHLUMBERGER LTD P 2020-03-18 2023-05-12 92716 27914 64802 64802 LAM RESEARCH CORP P 2020-03-18 2023-02-10 96339 41746 54593 54593 ISHARES S&P 500 INDEX FUND P 2016-09-20 2023-06-20 267706 163299 104407 104407 BLACKROCK SYSTEMATIC MULTI-STRAT P 2021-09-16 2023-05-23 316570 319429 -2859 -2859 ISHARES S&P 500 INDEX FUND P 2019-03-27 2023-02-10 409394 287412 121982 121982 T. ROWE PRICE DIVIDEND GROWTH I P 2019-12-17 2023-02-10 630500 502311 128189 128189 APPLE, INC P 2008-09-29 2023-09-12 33311 3109 30202 30202 JP MORGAN CORE PLUS BOND SELECT P 2023-05-09 2023-06-28 19300 19514 -214 -214 VANGUARD SHORT TERM TREASURY P 2022-09-16 2023-05-09 92924 92070 854 854 JP MORGAN CORE PLUS BOND SELECT P 2023-05-09 2023-09-01 57620 59533 -1913 -1913 VANGUARD ULTRA-SHORT BOND ETF P 2023-02-10 2023-09-12 128597 128510 87 87 FT CBOE VEST INTERNATIONAL EQUITY P 2023-02-10 2023-05-12 35432 34738 694 694 APPLIED MATERIALS INC P 2022-09-16 2023-09-12 251 152 99 99 FT CBOE VEST INTERNATIONAL EQUITY P 2023-02-10 2023-06-20 338920 327712 11208 11208 BLACKSTONE GROUP LB P 2023-05-09 2023-12-31 1404 -1404 -1404 ISHARE S&P 500 INDEX FUND P 2023-02-10 2023-12-31 43135 -43135 -43135 LAM RESEARCH CORP P 2023-02-10 2023-12-31 1 1 1 CAPITAL GAINS DIVIDENDS P 6303 6303 6303 782255 -33723 9726 0 9726 0 9726 0 0 0 0 0 X 86 9812 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 1 1 0 0 1 MARTY@OBRIENARTFOUNDATION.ORG MARTIN O'BRIEN 4125920028 253 SCAIFE ROAD PITTSBURGH PA 15143 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTIN O'BRIEN 253 SCAIFE ROAD SEWICKLEY PA 15143 PRESIDENT & TREASURER 10.00 0 0 0 LISA GORDON 253 SCAIFE ROAD SEWICKLEY PA 15143 SECRETARY 10.00 0 0 0 CHRIS B WALTHER 726 THAYER AVE LOS ANGELES CA 90024 ASSISTANT SECRETARY 10.00 0 0 0 DEBORAH DRAKE 19 RANGELEY RD WEST NEWTON MA 02465 DIRECTOR 5.00 0 0 0 RICHARD WHITLOCK 306 GRANT STREET SEWICKLEY PA 15143 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 INITIATIVES IN ART AND CULTURE 25000 SMITHSONIAN'S ARCHIVES OF AMERICAN ARTS 5000 MATTATUCK HISTORICAL SOCIETY 2500 GREY ART GALLERY 10000 0 3248187 47616 0 3295803 0 0 3295803 49437 3246366 162318 X 72392 0 72392 2020-07-07 X 60618 0 10423 12375 83416 51525 0 8860 10519 70904 72392 133409 80566 19607 305974 0 0 0 0 0 72392 133409 80566 19607 305974 0 0 108212 27628 27447 34911 198198 0 0 0 0 MARTIN O'BRIEN MOSQUARED2COMCASTNET SEWICKLEY PA 15143 4128482585 EMAIL NONE NONE INITIATIVES IN ART AND CULTURE 333 EAST 57TH STREET NEW YORK NY 10022 NONE 501(C) (3) AS DONEE SEES FIT 25000 SMITHSONIAN'S ARCHIVES OF AMERICAN ARTS 750 9TH ST NW STE 2200 WASHINGTON DC 20001 NONE 501(C) (3) AS DONEE SEES FIT 5000 MATTATUCK HISTORICAL SOCIETY 63 PROSPECT ST WATERBURY CT 06702 NONE 501(C) (3) AS DONEE SEES FIT 2500 GREY ART GALLERY 100 WASHINGTON SQ E NEW YORK NY 10003 NONE 501(C) (3) AS DONEE SEES FIT 10000 WESTMORELAND MUSEUM OF AMERICAN ART 221 N MAIN ST GREENSBURG PA 15601 NONE 501(C) (3) AS DONEE SEES FIT 2500 45000 0 217 14 64320 18 782255 -322675 0 846575 -322458 524117 N/A N/A 0 0 0 0 0 0 0 0 0 0 X X 1 MARTIN O'BRIEN 253 SCAIFE RD SEWICKLEY PA 15143 61000 X ACCOUNTING FEES 6710 5693 0 1017 BUILDING 2021-03-29 388500 17433 SL 39.000000000000 2490 0 2490 BUILDING IMPROVEMENT 2021-07-06 29850 1148 SL 39.000000000000 191 0 191 BUILDING IMPROVEMENT 2021-07-21 29850 1084 SL 39.000000000000 191 0 191 BUILDING IMPROVEMENT 2021-09-17 32068 1028 SL 39.000000000000 206 0 206 BUILDING IMPROVEMENT 2021-01-04 12303 630 SL 39.000000000000 79 0 79 BUILDING IMPROVEMENT 2021-01-22 24605 1209 SL 39.000000000000 158 0 158 BUILDING IMPROVEMENT 2021-02-22 19078 897 SL 39.000000000000 122 0 122 BUILDING IMPROVEMENT 2021-03-29 19078 856 SL 39.000000000000 122 0 122 BUILDING IMPROVEMENT 2021-04-26 38156 1630 SL 39.000000000000 245 0 245 BUILDING IMPROVEMENT 2021-05-24 17975 730 SL 39.000000000000 115 0 115 SALE OF BUILDING 2021-03 PURCHASED 2023-03 277500 611463 COST 19276 -322675 30564 SCHWAB 2272509 3023755 LEGAL FEES 25073 21275 0 3798 ARTWORK 1998213 3141432 3152707 RESTORATION FEES 18106 15363 0 2743 UTILITIES 528 448 0 80 MISC EXPENSES 366 311 0 55 BANK FEES 94 80 0 14 INSURANCE 16014 13586 0 2426 STORAGE UNIT 6171 5236 0 935 CLEANING AND MAINTENANCE 800 679 0 121 DESIGN FEES 12459 10571 0 1888 OFFICE EXPENSES 3155 2677 0 478 DUES & SUBSCRIPTIONS 2500 2121 0 379 CONSULTING 67208 57026 0 10182 ACCOUNT MANAGEMENT FEES 12550 10649 0 1901 MARTIN O'BRIEN 253 SCAIFE ROAD SEWICKLEY PA 15143 EXERCISE TAXES 1589 1348 0 241 PROPERTY TAXES 1134 0 0 1134