2025-04-22T08:26:54-05:00 2024-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2024-01-01 203980539 THE CLEVELAND FAMILY FOUNDATION CLEV 7177358000 1861 SANTA BARBARA DRIVE LANCASTER PA 17601 JAY W CLEVELAND VICE PRESIDENT 7177358000 2025-03-13 1 0 SARAH R PIOT P01358891 4122613644 2024 2025-03-06 01:10:19Z X 2708875 X 750000 3956 3956 61351 61351 275523 1128293 275523 1090830 340830 0 0 0 13194 6597 6597 20914 20914 0 108 108 0 34216 27619 6597 832500 832500 866716 27619 839097 224114 313211 17771 24820 24820 150000 149997 522167 1577375 1794323 2161888 1745146 1969140 2708875 0 0 X 0 0 0 0 1745146 1969140 1745146 1969140 1745146 1969140 1745146 224114 0 1969260 120 1969140 PUBLICLY TRADED SECURITIES - ST 2024-12-31 247476 244336 3140 3140 PUBLICLY TRADED SECURITIES - LT 2024-12-31 880817 608434 272383 272383 275523 4354 0 4354 0 4354 2483 0 0 0 2483 X 0 1871 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A SAGEWORTH TRUST CO 7177358000 1861 SANTA BARBARA DRIVE LANCASTER PA 17601 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SANDRA CLEVELAND C/O SAGEWORTH 1861 SANTA BARBARA DR LANCASTER PA 17601 PRESIDENT 0.50 0 0 0 LAURA CLEVELAND-DATESMAN C/O SAGEWORTH 1861 SANTA BARBARA DR LANCASTER PA 17601 VICE PRESIDENT 0.50 0 0 0 MARY CLEVELAND C/O SAGEWORTH 1861 SANTA BARBARA DR LANCASTER PA 17601 TREASURER 0.50 0 0 0 JAY CLEVELAND SR C/O SAGEWORTH 1861 SANTA BARBARA DR LANCASTER PA 17601 SECRETARY 0.50 0 0 0 JAY CLEVELAND JR C/O SAGEWORTH 1861 SANTA BARBARA DR LANCASTER PA 17601 VICE PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 2519244 97444 0 2616688 0 0 2616688 39250 2577438 128872 128872 4354 4354 124518 0 124518 0 124518 839097 0 839097 124518 0 0 19051 202571 163643 385265 839097 0 0 0 124518 714579 0 0 1099844 0 0 0 0 0 0 19051 1080793 202571 163643 714579 JAY CLEVELAND SR JAY CLEVELAND JR X ARNOLD & WINNIE PALMER FOUNDATION 9000 BAY HILL BLVD ORLANDO FL 328194880 N/A PC SUPPORTING CHILDREN FACING HEALTH CHALLENGES 100000 CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 N/A PC CHILDREN'S CANCER RESEARCH AND PEDIATRIC CANCER PROGRAM 275000 PRESBYTERIAN SENIOR CARE FOUNDATION 1215 HULTON ROAD OAKMONT PA 15139 N/A PC PRESBYTERIAN SENIORCARE NETWORK 2500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC TO SUPPORT GOLD STAR FAMILY AND HOMELESS VETERANS 5000 UNIVERSITY OF PITTSBURGH - ATHLETIC DEPARTMENT 3719 TERRACE ST PITTSBURGH PA 15261 N/A PC TO SUPPORT THE ATHLETICS PROGRAM 100000 UPMC HILLMAN CANCER CENTER 5150 CENTRE AVENUE PITTSBURGH PA 15232 N/A PC CLEVELAND FAMILY IMMUNOLOGY AND IMMUNOTHERAPY RESEARCH FUND 350000 832500 0 14 3956 14 61351 18 275523 0 340830 0 340830 0 0 0 0 0 0 0 0 0 0 X X 1 JAY CLEVELAND JR C/O SAGEWORTH 1861 SANTA BARBARA DR LANCASTER PA 17601 750000 X ACCOUNTING FEES 13194 6597 6597 15,000.000 SHS SELECT MEDICAL HOLDINGS CORPORATION 80796 282750 12,104 SHS CONCENTRA GROUP HOLDINGS PAREN CMN 69201 239417 1,376.7830 SHS DFA EMERGING MARKETS CORE EQUITY PORTFOLIO AT COST 27360 32052 1,670 VANGUARD TOTAL STOCK MARKET ETF AT COST 243175 483983 4,528 VANGUARD TOTAL INTERNATIONAL STOCK E AT COST 233221 266835 848 VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD FUND AT COST 55013 57562 1,039 DIMESIONAL ETF TRUST US SMALL CAP ETF AT COST 57800 67618 13,499.0930 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO INSTIT. SHS AT COST 126495 127836 4,616.2190 DFA EMERGING MARKETS CORE EQUITY 1I AT COST 144837 199651 5,743.1550 DFA INTERNATIONAL CORE EQUITY I AT COST 74535 88559 1,441 VANGUARD SCOTTSDALE FDS INTER TERM TREAS AT COST 83980 83578 8,705 VANGUARD TOTAL BOND MARKET ETF AT COST 627684 625977 238 SHS VANGUARD S&P 500 ETF AT COST 120223 128237 COST BASIS ADJUSTMENTS 120 BANK FEES 108 108 0 INVESTMENT MANAGEMENT FEES 20914 20914 0