2025-11-17T08:21:36-06:00 2024-12-31 251637458 LOUIS PLUNG & COMPANY LLP 20 STANWIX ST SUITE 901 PITTSBURGH PA 15222 990PF 2024-01-01 844052593 O'BRIEN ART PROJECT FOUNDATION OBRI 4128482585 253 SCAIFE ROAD SEWICKLEY PA 15143 MARTIN E O'BRIEN DIRECTOR & PRESIDENT 4128482585 2025-11-13 1 0 THOMAS L BAKAITUS JR CPA P00100481 4122818771 2024 2025-03-06 01:10:19Z X 7610725 X 1434987 176 176 176 65998 65997 65998 236056 1478784 236056 6751 1737217 302229 72925 0 0 0 0 35502 6216 0 29286 12210 2138 0 10072 45497 7966 0 37531 100 18 0 82 191146 33464 0 157682 284455 49802 0 234653 30000 30000 314455 49802 0 264653 1422762 252427 72925 33865 42770 42770 2272509 2625791 3303528 3141432 4191215 4264427 5447806 6859776 7610725 0 0 X 0 0 0 0 5447806 6859776 5447806 6859776 5447806 6859776 5447806 1422762 0 6870568 10792 6859776 WELLS FARGO & CO P 2020-11-04 2024-01-05 26875 11993 14882 14882 SPLUNK INC P 2020-03-18 2024-01-05 5481 4110 1371 1371 VANGUARD ULTRA-SHORT BOND ETF P 2023-12-29 2024-01-05 7313 7263 50 50 FT CBOE VEST INTERNATIONAL EQUITY P 2023-06-20 2024-01-05 100860 98178 2682 2682 VANGUARD ULTRA-SHORT BOND ETF P 2024-02-07 2024-02-07 78379 77807 572 572 VANGUARD ULTRA-SHORT BOND ETF P 2022-09-16 2024-02-07 3482 3454 28 28 OAKMARK INTL FD INST P 2020-05-14 2024-02-13 24254 15116 9138 9138 OAKMARK INTL FD INST P 2023-12-14 2024-02-13 3346 3495 -149 -149 T. ROWE PRICE DIVIDEND GROWTH I P 2019-06-26 2024-02-23 150200 104767 45433 45433 VANGUARD ULTRA-SHORT BOND ETF P 2023-10-06 2024-02-23 4164 4123 41 41 VANGUARD ULTRA-SHORT BOND ETF P 2023-02-10 2024-02-23 106744 105797 947 947 FT CBOE VEST INTERNATIONAL EQUITY P 2023-06-20 2024-02-23 86305 82038 4267 4267 INVESCO S&P EQUAL WEIGHT ETF P 2023-06-20 2024-03-06 22492 20195 2297 2297 T. ROWE PRICE DIVIDEND GROWTH I P 2020-03-27 2024-03-21 37000 22928 14072 14072 VANGUARD S&P 500 VALUE ETF P 2022-04-25 2024-03-21 36822 30223 6599 6599 PACER US SMALL CAP CASH COWS 100 P 2024-03-28 2024-04-15 35362 36292 -930 -930 CITIGROUP INC P 2020-11-04 2024-05-03 49654 34172 15482 15482 JPMORGAN CORE PLUS BOND SELECT P 2023-12-27 2024-05-03 11202 11562 -360 -360 INVESCO S&P EQUAL WEIGHT ETF P 2024-03-22 2024-06-27 1140 1162 -22 -22 INVESCO S&P EQUAL WEIGHT ETF P 2023-06-20 2024-06-27 79161 70939 8222 8222 INVESCO S&P EQUAL WEIGHT ETF P 2024-06-28 2024-07-17 2585 2305 280 280 INVESCO S&P EQUAL WEIGHT ETF P 2023-06-20 2024-07-17 208393 178737 29656 29656 FT CBOE VEST INTERNATIONAL EQUITY P 2023-06-20 2024-07-17 173075 159112 13963 13963 APPLE, INC P 2008-09-29 2024-08-02 11198 199 10999 10999 OAKMARK INTL FD INST P 2020-05-14 2024-08-02 17200 10643 6557 6557 PACER US SMALL CAP CASH COWS 100 P 2024-01-05 2024-08-02 18036 18898 -862 -862 PACER US SMALL CAP CASH COWS 100 P 2024-01-05 2024-09-23 47764 48697 -933 -933 PACER US CASH COWS 100 ETF P 2023-09-18 2024-10-04 17297 15016 2281 2281 T. ROWE PRICE DIVIDEND GROWTH I P 2023-09-27 2024-10-11 23570 12893 10677 10677 CVS HEALTH CORP P 2020-08-04 2024-11-04 20964 20444 520 520 VANGUARD MID CAP VIPERS ETF P 2024-09-30 2024-11-04 150 139 11 11 T. ROWE PRICE DIVIDEND GROWTH I P 2024-09-26 2024-11-04 335 343 -8 -8 OAKMARK INTL FD INST P 2024-12-12 2024-12-19 3024 3159 -135 -135 OAKMARK INTL FD INST P 2020-05-14 2024-12-19 20276 13004 7272 7272 T. ROWE PRICE DIVIDEND GROWTH I P 2018-12-27 2024-11-04 12115 6232 5883 5883 VANGUARD MID CAP VIPERS ETF P 2021-02-03 2024-11-04 9023 7293 1730 1730 CAPITAL GAINS DIVIDENDS P 23543 23543 23543 236056 6751 3509 0 3509 0 3509 0 0 0 0 0 X 196 3705 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 BEAU R OTT 330 JACKSONVILLE ROAD WARMINSTER PA 18974 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 INITIATIVES IN ART AND CULTURE 25000 SMITHSONIAN'S ARCHIVES OF AMERICAN ARTS 5000 0 2924056 145552 0 3069608 0 0 3069608 46044 3023564 151178 X 264653 0 264653 2020-07-07 X 72925 60618 0 10423 143966 61986 51525 0 8860 122371 264653 72392 133409 80566 551020 0 0 0 0 0 264653 72392 133409 80566 551020 0 0 100785 108212 27628 27447 264072 0 0 0 0 MARTIN O'BRIEN MARTYOBRIENARTFOUNDATIONORG 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 30000 0 176 14 65998 18 236056 0 302054 176 302230 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 1419409 X 2 PATRICIA GOTTSCHALK 105 BRISTOL SQUARE PITTSBURGH PA 15238 5007 X 3 CHRIS WALTHER 726 THAYER AVE LOS ANGELES CA 90024 7771 X 4 BEAU R OTT 330 JACKSONVILLE ROAD WARMINSTER PA 18974 2800 X 3 ARTWORK 7771 4 ARTWORK 2800 ACCOUNTING FEES 12210 2138 0 10072 SCHWAB 2625791 3303528 LEGAL FEES 35502 6216 0 29286 ARTWORK 3141432 3572136 3645348 ESCROW 0 619079 619079 INCOME ADJUSTMENT- EXCISE TAX 10503 INCOME ADJUSTMENT- BOARD MEALS 289 RESTORATION FEES 23238 4068 0 19170 BANK FEES 185 32 0 153 INSURANCE 15753 2758 0 12995 STORAGE UNIT 9225 1615 0 7610 DESIGN FEES 2132 373 0 1759 OFFICE EXPENSES 852 149 0 703 DUES & SUBSCRIPTIONS 476 83 0 393 CONSULTING 87889 15388 0 72501 ACCOUNT MANAGEMENT FEES 11032 1931 0 9101 PHOTOGRAPHY EXPENSES 21625 3786 0 17839 SHIPPING FEES 10420 1824 0 8596 TRAVEL FEES 5930 1038 0 4892 MEALS 289 51 0 238 REAL ESTATE APPLICATION FEE 2100 368 0 1732 ENGINEERING FEES 45497 7966 0 37531 MARTIN O'BRIEN 253 SCAIFE ROAD SEWICKLEY PA 15143 EXERCISE TAXES 100 18 0 82