2025-11-17T08:07:42-06:00 2024-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2024-01-01 256134327 HERMAN & HELEN LIPSITZ CHARITABLE TRUST HERM 4125215859 1900 MURRAY AVENUE 203 PITTSBURGH PA 15217 BARABARA KATCH TRUSTEE 4125215859 2025-11-13 1 0 SARAH R PIOT P01358891 4122613644 2024 2025-03-06 01:10:19Z X 6116859 X 110000 6487 6487 149058 127988 136948 531651 136948 16274 16274 418767 287697 0 0 0 7330 3665 3665 18000 0 18000 4669 1527 0 950 417 533 30949 5609 22198 576660 576660 607609 5609 598858 -188842 282088 7595 55503 55503 1797 1830 1830 771788 772966 2449268 608865 639237 757578 2195244 1920149 2597197 312423 255483 255483 3897712 3645168 6116859 0 0 X 0 0 0 0 3897712 3645168 3897712 3645168 3897712 3645168 3897712 -188842 0 3708870 63702 3645168 PUBLICLY TRADED SECURITIES - LT P 3652 3472 180 180 PUBLICLY TRADED SECURITIES - ST P 431523 391231 40292 40292 CAPITAL GAINS DIVIDENDS P 96476 96476 96476 136948 3921 0 3921 0 3921 2800 0 1000 0 3800 0 121 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A TRUSTEES 4125215859 1900 MURRAY AVENUE SUITE 203 PITTSBURGH PA 15217 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA KATCH 1900 MURRAY AVE SUITE 203 PITTSBURGH PA 15217 TRUSTEE 20.00 0 0 0 MICHAEL KATCH 1900 MURRAY AVE SUITE 203 PITTSBURGH PA 15217 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 6004277 100961 255483 6360721 0 0 6360721 95411 6265310 313266 313266 3921 3921 309345 0 309345 0 309345 598858 0 598858 309345 0 0 26331 219034 302692 408997 957054 598858 0 0 0 309345 289513 0 0 1246567 0 0 0 0 0 0 26331 1220236 219034 302692 408997 289513 BARBARA KATCH HERMAN HELEN LIPSITZ CHARITABLE TRU 1900 MURRAY AVE 203 PITTSBURGH PA 15217 4125215859 WRITTEN PROPOSAL STATING THE PURPOSE OF THE CONTRIBUTION. NONE NONE ALEPH INSTITUTE 5804 BEACON STREET PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 13000 AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 N/A PC GENERAL SUPPORT 10000 BETH EL CONGREGATION 1900 COCHRAN ROAD PITTSBURGH PA 15220 N/A PC RELIGIOUS COMMUNITY SERVICE 1615 BNEI EMUNAH CHABAD 4315 MURRAY AVENUE PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 24123 CAMP GAN ISRAEL BNEI EMUNAH CHABAD 4315 MURRAY AVENUE PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 20000 CAMP GAN ISRAEL CHABAD OF SQUIRREL HILL 1700 BEECHWOOD BLVD PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 15000 CHABAD OF MONROEVILLE 137 MONTICELLO DRIVE MONROEVILLE PA 15146 N/A PC RELIGIOUS COMMUNITY SERVICE 7890 CHABAD OF PSU 443 WARING AVENUE STATE COLLEGE PA 16801 N/A PC RELIGIOUS COMMUNITY SERVICE 7500 CHABAD OF SQUIRREL HILL 1700 BEECHWOOD BLVD PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 5602 CHABAD OF THE SOUTH HILLS 1701 MCFARLAND ROAD PITTSBURGH PA 15216 N/A PC RELIGIOUS COMMUNITY SERVICE 12097 CHABAD ON CAMPUS 4710 WALLINGFORD STREET PITTSBURGH PA 15213 N/A PC RELIGIOUS COMMUNITY SERVICE 6500 CHASDEI AVOS 6 TEVERYA WAY UNIT 103 MONROE NY 10950 N/A PC RELIGIOUS COMMUNITY SERVICE 4000 CLASSROOMS WITHOUT BORDERS 4905 FIFTH AVE PITTSBURGH PA 15213 N/A PC GENERAL SUPPORT 55000 CONGREGATION KETHER TORAH C/O MR PHILLIP E MILLCH ESQ 310 GRANT ST STE 1700 PITTSBURGH PA 15219 N/A PC RELIGIOUS COMMUNITY SERVICE 8293 CONGREGATION POALE ZEDECK 6318 PHILLIPS AVENUE PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 2000 FRIENDS OF UNITED HATZALAH 442 5TH AVENUE 1866 NEW YORK NY 10018 N/A PC GENERAL SUPPORT 100000 FRIENDSHIP CIRCLE 6892 WEST MAPLE ROAD WEST BLOOMFIEDL MI 48322 N/A PC GENERAL SUPPORT 7000 GEMILAS CHESED CHARITY FUND 1400 SUMMIT STREET WHITE OAK PA 15131 N/A PC RELIGIOUS COMMUNITY SERVICE 2877 KOLLEL JEWISH LEARNING CENTER PO BOX 81036 PITTSBURGH PA 15217 N/A PC EDUCATION 9973 LUBAVITCH CENTER 2100 WIGHTMAN STREET PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 31557 NCSY 40 RECTOR STREET 4TH FLOOR NEW YORK NY 10006 N/A PC GENERAL SUPPORT 5000 OHR CHADASH C/O NATE DAVIDOVITCH 3773 CHERRY CREEK NORTH DR STE 575 DENVER CO 80209 N/A PC EDUCATION 20000 PARKWAY JEWISH CENTER 201 PENN CENTER BLVD PITTSBURGH PA 15235 N/A PC RELIGIOUS COMMUNITY SERVICE 250 PZ SPECIAL FUND 6318 PHILLIPS AVENUE PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 3953 CONGREGATION BETH SHALOM 5915 BEACON STREET PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 700 BETH EL CONGREGATION OF THE SOUTH HILLS 1900 COCHRAN ROAD PITTSBURGH PA 15220 N/A PC GENERAL SUPPORT 1700 SHAARE TORAH CONGREGATION 2319 MURRAY AVE PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 2420 TEMPLE DAVID 4415 NORTHERN PIKE MONROEVILLE PA 15146 N/A PC RELIGIOUS COMMUNITY SERVICE 2550 TEMPLE DAVID RABBI'S MITZVA FUND 4415 NORTHERN PIKE MONROEVILLE PA 15146 N/A PC RELIGIOUS COMMUNITY SERVICE 3485 TEMPLE EMANUEL OF SOUTH HILLS 1250 BOWER HILL ROAD PITTSBURGH PA 15243 N/A PC GENERAL SUPPORT 2253 TEMPLE OHAV SHALOM RABBI'S DISC FUND 8400 THOMPSON RUN ROAD ALLISON PARK PA 15101 N/A PC RELIGIOUS COMMUNITY SERVICE 5820 YESHIVA SCHOOLS 6401 FORBES AVENUE PITTSBURGH PA 15217 N/A PC EDUCATION 180000 YOUNG ISRAEL OF PITTSBURGH 5831 BARTLETT STREET PITTSBURGH PA 15217 N/A PC RELIGIOUS COMMUNITY SERVICE 4502 576660 0 14 6487 14 149058 14 490 18 136948 RDC COMMUNITY K-1 16 -1901 HIGH MEADOW K-1 16 24422 HLC SOUTHGATE K-1 16 -6737 0 308767 0 308767 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA KATCH 2527 BEECHWOOD BLVD PITTSBURGH PA 15217 110000 X ACCOUNTING 7330 3665 3665 4,000 SHS BANK OF AMERICA CAP 6.450% DUE 12/15/66 100000 102720 8958.202 SHS FIRST EAGLE GLOBAL FUND CLASS A 510998 600379 225 SHS SPDR GOLD SHARES ETF 28239 54479 948 SHS PPG INDUSTRIES INC 18137 113239 3,000 SHS ALPHABET INC CL A 84063 567900 250 SHS REGENERON PHARMACEUTICLS INC 3187 178083 5,512 SHS CSX CORPORATION 55519 177872 7664.609 SHS GUGGENHEIM TOTAL RETURN BOND FUND CLASS A 207619 179582 4,558 SHS MONDELEZ INTL INC 37718 272249 1,771 SHS COMCAST CORP NEW CL A 13930 66466 1,238 SHS DUPONT DE NEMOURS INC 47841 94398 1,238 SHS DOW INC 32600 49681 1,000 SHS PEPSICO INC 93283 152060 1,600 SHS JPMORGAN CHASE & CO 110169 383536 1,000 SHS JOHNSON & JOHNSON COM 68900 144620 1062 SHS ASTRAZENECA PLC SPON ADR 0 69582 5,000 SHS BLACKROCK CAPITAL ALLOCATION FUND INC A AT COST 91726 75750 4,500 SHS FT NASDAQ TECH DVD INDEX FUND AT COST 122472 353070 8671.706 SHS AMERICAN BALANCED A AT COST 282731 317905 18,711.130 SHS MORG STNY AMER BAL A (ABALX) AT COST 426181 642540 3,101.807 SHS JPMORGAN GLOBAL ALLOCATION FUND CLASS A AT COST 56754 62191 12,435.341 SHS COLUMBIA BALANCED FUND-A AT COST 509308 639052 19,800.293 SHS THORNBURG INCOME BUILDER CLASS A AT COST 430977 506689 INVESTMENT IN RDC, LP 95197 84725 84725 INVESTMENT IN HIGH MEADOW 137518 104399 104399 INVESTMENT IN HLC SOUTHGATE FUND VI LP 79708 66359 66359 COST BASIS ADJUSTMENT 63702 STOCK TRANSACTION FEE 402 402 0 OFFICE EXPENSE 497 0 497 BANK FEES 15 15 0 MISCELLANEOUS EXPENSES 36 0 36 OTHER INCOME 490 490 490 RDC COMMUNITY K-1 -1901 -1901 -1901 HIGH MEADOW K-1 24422 24422 24422 HLC SOUTHGATE K-1 -6737 -6737 -6737 PROFESSIONAL FEES 18000 0 18000 FOREIGN TAX 1527 1527 0 ESTIMATED TAX PAYMENTS - FEDERAL 3142 0 0