2026-09-18T14:46:19-05:00 2025-12-31 251637458 LOUIS PLUNG & COMPANY LLP 20 STANWIX ST SUITE 901 PITTSBURGH PA 15222 990PF 2025-01-01 844052593 O'BRIEN ART PROJECT FOUNDATION OBRI 4128482585 253 SCAIFE ROAD SEWICKLEY PA 15143 MARTIN O'BRIEN DIRECTOR & PRESIDENT 4128482585 2026-09-18 1 THOMAS L BAKAITUS JR CPA P00100481 4122818771 2026-09-18 2025 X 8413889 X 273766 646 646 646 78402 78402 78402 109781 963265 109781 0 1726 1726 1726 464321 190555 80774 0 0 0 0 12674 5196 0 7478 30850 12649 0 18201 5495 2253 0 3242 193842 86826 0 107016 242861 106924 0 135937 41000 41000 283861 106924 0 176937 180460 83631 80774 42770 22111 22111 145665 145665 2625791 2268003 3165141 782498 0 782498 782498 4191215 3830938 4298474 6859776 7049215 8413889 0 0 X 0 0 0 0 6859776 7049215 6859776 7049215 6859776 7049215 6859776 180460 8979 7049215 0 7049215 GALLAGHER ARTHUR J & CO 2020-03-13 2025-01-17 8353 2554 5799 5799 OAKMARK INTL FD INST 2020-05-14 2025-01-07 25000 15853 9147 9147 CVS HEALTH CORP 2007-03-27 2025-01-28 12817 566 12251 12251 INVESCO MAIN STREET SMALL CAP Y 2024-12-06 2025-01-28 66400 72166 -5766 -5766 PACER US SMALL CAP CASH COWS 100 ETF 2023-12-13 2025-01-28 21710 21833 -123 -123 OAKMARK INTL FD INST 2020-05-14 2025-01-29 30000 18038 11962 11962 INVESCO MAIN STREET SMALL CAP Y 2024-12-06 2025-01-29 31000 33707 -2707 -2707 ISHARES MSCI EAFE INDEX 2024-07-17 2025-02-14 14599 14391 208 208 BLACKROCK HEALTH SCIENCES OPPS INSTL 2020-08-21 2025-02-14 5000 5289 -289 -289 JPMORGAN CORE PLUS BOND SELECT 2023-05-09 2025-02-14 30500 30923 -423 -423 JPMORGAN CORE PLUS BOND SELECT 2023-05-09 2025-03-06 160693 161555 -862 -862 ARISTOTLE FLOATING RATE INCOME I 2024-12-06 2025-04-03 48700 49883 -1183 -1183 INVESCO MAIN STREET SMALL CAP Y 2024-12-06 2025-05-02 27000 32000 -5000 -5000 PACER US CASH COWS 100 ETF 2023-09-18 2025-05-02 18742 19406 -664 -664 CHUBB CORP 2020-04-15 2025-05-19 12371 4954 7417 7417 GALLAGHER ARTHUR J & CO 2020-03-13 2025-05-19 20611 5107 15504 15504 INVESCO MAIN STREET SMALL CAP Y 2024-12-06 2025-05-19 6700 7237 -537 -537 ISHARES MSCI EAFE INDEX 2024-07-17 2025-06-16 39484 36221 3263 3263 CHUBB CORP 2020-03-30 2025-06-16 17450 6750 10700 10700 JANUS HENDERSON SECURITIZED INCOME ETF 2025-03-06 2025-06-16 5994 6006 -12 -12 MICROCHIP TECHNOLOGY 2020-03-30 2025-06-23 12750 6581 6169 6169 BLACKROCK HEALTH SCIENCES OPPS INSTL 2020-08-21 2025-06-23 4550 4892 -342 -342 OAKMARK INTL FD INST 2020-05-14 2025-06-23 7500 4059 3441 3441 ARISTOTLE FLOATING RATE INCOME I 2024-12-06 2025-07-17 25000 25239 -239 -239 VANGUARD S&P 500 VALUE ETF 2025-01-28 2025-08-20 30077 29525 552 552 JANUS HENDERSON SECURITIZED INCOME ETF 2025-03-06 2025-09-09 37078 36666 412 412 ISHARES MSCI EAFE INDEX 2024-07-17 2025-09-24 14814 13261 1553 1553 OAKMARK INTL FD INST 2025-05-14 2025-10-29 10400 5113 5287 5287 INVESCO MAIN STREET SMALL CAP Y 2021-04-12 2025-10-29 30000 27759 2241 2241 INVESCO MAIN STREET SMALL CAP Y 2023-06-20 2025-11-11 20000 16120 3880 3880 ARISTOTLE FLOATING RATE INCOME I 2025-12-06 2025-11-11 10000 10128 -128 -128 JANUS HENDERSON SECURITIZED INCOME ETF 2025-03-06 2025-11-11 10417 10446 -29 -29 INVESCO MAIN STREET SMALL CAP Y 2022-12-14 2025-11-18 55049 46280 8769 8769 JPMORGAN CORE PLUS BOND SELECT 2025-10-29 2025-12-01 30000 30014 -14 -14 HARBOR LONG-TERM GROWERS ETF 2024-02-23 2025-12-05 9989 7360 2629 2629 HARBOR LONG-TERM GROWERS ETF 2024-12-06 2025-12-05 12888 11472 1416 1416 JANUS HENDERSON SECURITIZED INCOME ETF 2025-03-06 2025-12-10 24058 24130 -72 -72 CAPITAL GAINS DIVIDENDS P 15571 15571 15571 109781 -9836 1162 0 1162 0 1162 0 0 0 0 0 X 60 1222 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 THE ATELIER 17 PROJECT 10000 BELOIT COLLEGE 6000 0 3169523 56654 0 3226177 0 0 3226177 48393 3177784 158889 X 176937 0 176937 2020-07-07 X 80774 72925 60618 0 214317 68658 61986 51525 0 182169 176937 264653 72392 133409 647391 0 0 0 0 0 176937 264653 72392 133409 647391 0 0 105926 100785 108212 27628 342551 0 0 0 0 MARTIN O'BRIEN 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 NC ART CONFERENCE 25000 THE ATELIER 17 PROJECT PO BOX 250110 NEW YORK NY 10025 NONE NC EXHIBITION AND CATALOG 10000 BELOIT COLLEGE 700 COLLEGE STREET BELOIT WI 53511 NONE NC EXHIBITION AND CATALOG 6000 41000 0 14 646 14 78402 14 1726 18 109781 0 190555 0 190555 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 175000 X 2 PATRICIA GOTTSCHALK 105 BRISTOL SQUARE PITTSBURGH PA 15238 5000 X 3 CHRIS WALTHER 726 THAYER AVE LOS ANGELES CA 90024 2397 X 4 BEAU R OTT 330 JACKSONVILLE ROAD WARMINSTER PA 18974 2000 X 5 MARTIN O'BRIEN 253 SCAIFE RD SEWICKLEY PA 15143 2508 X 6 DAVID MARTIN 750 BELMONT AVE E STE 2 SEATTLE WA 98102 19205 X 7 FRED BECKER ESTATE 113 EAST PLUMTREE ROAD SUNDERLAND MA 01375 1000 X 8 COLESCOTT FAMILY 8788 COUNTY ROAD A HOLLANDALE WI 53544 1000 X 9 THEODORE LYMAN WRIGHT ART CENTER AT BELOIT COLLEGE 700 COLLEGE STREET BELOIT WI 53511 10000 X 10 PAMELA HYDE SMITH 302 NORTH SPRUCE STREET TELLURIDE CO 81435 15000 X 11 DALE ROBERTS 503 E MARSHALL STREET NORRISTOWN PA 19401 40656 X 3 PAINTING ARTWORK 2397 2025-08-20 4 STUDY COLLECTION ARTWORK 2000 2025-11-09 5 WORK ON PAPER ARTWORK 2508 2025-10-30 6 PRINT ARTWORK 19205 2025-10-29 7 PAINTING AND STUDY COLLECTION ARTWORK 1000 2025-04-25 8 PRINT ARTWORK 1000 2025-06-28 9 SCULPTURE ARTWORK 10000 2025-08-26 10 PAINTING ARTWORK 15000 2025-10-29 11 WORK ON PAPER ARTWORK 40656 2025-11-16 CHARLES SCHWAB INVESTMENT - 7753 1470775 1630755 CHARLES SCHWAB INVESTMENT - 2527 797228 1534386 LEGAL FEES 12674 5196 0 7478 ARTWORK 3572136 3830938 4298474 ESCROW 619079 0 0 RESTORATION FEES 50466 20691 0 29775 BANK FEES 449 184 0 265 INSURANCE 7548 3095 0 4453 STORAGE UNIT 10300 4223 0 6077 LOAN FEES 1524 625 0 899 DUES & SUBSCRIPTIONS 480 197 0 283 CONSULTING 76181 31234 0 44947 ACCOUNT MANAGEMENT FEES 12458 12458 0 0 PHOTOGRAPHY EXPENSES 12750 5228 0 7522 SHIPPING FEES 7906 3241 0 4665 MEALS 7533 3089 0 4444 UTILITIES 4576 1876 0 2700 OFFICE SUPPLIES 363 149 0 214 IT SOFTWARE 1008 413 0 595 SPEAKER FEES 300 123 0 177 MISCELLANEOUS INCOME 626 626 626 WELCOME SIGN-UP BONUS INCOME 1100 1100 1100 INCOME ADJUSTMENT - ART ADDITIONS 8979 MARTIN O'BRIEN 253 SCAIFE ROAD SEWICKLEY PA 15143 EXCISE TAXES 3955 1622 0 2333 REAL ESTATE TAXES 26895 11027 0 15868