2024-08-14T09:21:04-07:00 2023-09-30 251252908 C J Panagulias & Co 503 Martindale St Ste 680 Pittsburgh PA 15212 990PF 2022-10-01 201777344 James R and Electra P Agras Foundation JAME 4123591000 503 Martindale Street Suite 680 Pittsburgh PA 15212 James R Agras President 2024-08-14 true true Robert G Panagulias P00285799 4123219428 2022 2024-08-08 14:25:15Z X 1674190 X X 23 23 97334 97334 -16991 176123 80366 97357 11423 11423 3625 15048 11423 0 99800 99800 114848 11423 99800 -34482 85934 324 324 8917 26063 26063 12146 10952 58468 58468 175150 1455054 1413996 1472653 1534585 1509803 1674190 3000 3000 9700 3000 12700 X 1531585 1497103 1531585 1497103 1534585 1509803 1531585 -34482 1497103 1497103 2339.285 DoubleLine Shiller Enhanced Cap Cl I P 2021-12-07 2022-12-05 32693 39670 -6977 -6977 1000 UBS Select Treasury Institutional Fund P 2023-03-06 2023-08-21 1000 1000 2431 UBS Select Treasury Institutional Fund P 2023-03-06 2023-08-30 2431 2431 10000 UBS Select Treasury Institutional Fund P 2023-03-06 2023-09-11 10000 10000 8960 UBS Select Treasury Institutional Fund P 2023-03-06 2023-09-18 8960 8960 500 UBS Select Treasury Institutional Fund P 2023-03-06 2023-09-26 500 500 2500 UBS Select Treasury Institutional Fund P 2023-03-06 2023-09-28 2500 2500 3000 UBS Select Treasury Institutional Fund P 2023-03-06 2023-09-29 3000 3000 4.444 Guggenheim Total Return P 2018-06-12 2022-10-16 100 119 -19 -19 122.032 Guggenheim Total Return P 2018-06-12 2022-10-26 2758 3272 -514 -514 7426.579 DoubleLine Shiller Enhanced Cap Cl I P 2021-11-30 2022-12-05 103791 111688 -7897 -7897 287.218 DoubleLine Total Return Fund Instl P 2013-09-30 2023-01-26 2608 3138 -530 -530 4.322 Guggenheim Total Return P 2018-06-12 2023-04-18 103 116 -13 -13 113.723 Guggenheim Total Return P 2018-06-12 2023-04-25 2726 3049 -323 -323 5.13 DoubleLine Total Return Fund Instl P 2014-02-28 2023-07-19 45 56 -11 -11 329.658 DoubleLine Total Return Fund Instl P 2014-02-28 2023-07-26 2908 3615 -707 -707 -16991 -6977 1194 1194 1194 12146 12146 X 10952 10952 false false false false false false false true true PA true false false false false true N/A James R Agras 4123591000 503 Martindale Street Suite 680 Pittsburgh PA 152125741 false false false false false false false false false false false false false false false false false false false false false false James R Agras 3000 North Ocean Drive 39E Riviera Beach FL 33404 President 1.00 0 Electra P Agras 3000 North Ocean Drive 39E Riviera Beach FL 33404 Vice President 0.00 0 Sofia A Janis 2200 Clairmont Dr Pittsburgh PA 15241 Secretary 0.00 0 Rudolph J Agras 1 Forest Glen Drive Pittsburgh PA 15228 Treasurer 0.00 0 NONE NONE Grants were provided to 40 charities and religious organizations. See schedule attached. 0 1643925 44220 0 1688145 0 1688145 25322 1662823 83141 83141 1194 1194 81947 81947 81947 99800 99800 81947 90765 2020 8103 99800 90765 8103 0 932 81015 James R Agras Electra P Agras Mr James R Agras 503 Martindale Street Suite 680 Pittsburgh PA 15212 4123591000 None None None St Clair Hospital 1000 Bower Hill road Pittsburgh PA 15243 None General 1000 The National Civil War Museum 1 Lincoln Circle in Resevoir Park Harrisburg PA 17103 None General Purposes 1000 National Legal and Policy Center 107 Park Washington Court Falls Church VA 22046 None General 7000 Family Links 2644 Banksville Road Pittsburgh PA 15216 None General 2750 Pittsburgh Opera 2425 Liberty Avenue Pittsburgh PA 15222 None General Purpose 13000 WQED FM 4802 Fifth Avenue Pittsburgh PA 15213 None Education in the Arts 1000 Univ Of Pittsburgh Gen Scholarship Park Plaza 128 Craig St Pittsburgh PA 15260 None Education Scholarship 2000 Pittsburgh Symphony Orchestra 600 Penn Avenue Pittsburgh PA 15222 None General 28000 St Nicholas Cathedral 419 S Dithridge Street Pittsburgh PA 15213 None General 1700 National WASP WW II Museum PO Box 96679 Washington DC 20090 None General 500 Prager University 501 Ventura Blvd 552 Sherman Oaks CA 91403 None General 1000 Judicial Watch 425 Third Street SW Suite 800 Washington DC 20024 None General 2000 US Holocaust Memoral Museum 100 Raoul Wallenberg Place SW Washington DC 20024 None General 500 Pacific Legal Foundation 930 G Street Sacramento CA 95814 None General 1000 AFP Action 2200 Wilson Blvd 102-177 Arlington VA 22201 None general purposes 1000 Always B Smiling 107 Valley Brook Rd Canonsburg PA 15317 None Health purposes 1000 Blood Organ Donor Program 582 Freemason Drive Elizabethtown PA 17022 None Health purposes 1000 Boystown 14100 Crawford Street Boys Town NE 68010 None General Purposes 100 Daily Caller News Foundation 1775 Eye St NW Ste 1150-291 Washington DC 20006 None General Purposes 1000 Habitat for Humanity 322 W Lamar St Americus GA 31709 None General 500 Hagen History Center 356 West 6th St Erie PA 16507 None General 2000 Heritage Foundation 214 Massachusetts Ave NE Washington DC 20002 None General 2000 Hillsdale College 33 East College St Hillsdale MI 49242 None Education 4000 Holy Cross Greek Orthodox Church 123 Gilkeson Road Pittsburgh PA 15228 None General 300 Kentucky Colonels 943 S 1st Street Louisville KY 40203 None General 1000 LELDF 2560 Huntington Ave Ste 203 Alexandria VA 22303 None General 2000 March of Dimes 313 Cedar Ridge Dr Ste 313 Pittsburgh PA 15205 None Healthcare 200 Media Research Center 1900 Campus Commons Dr Ste 600 Reston VA 20191 None General 1500 Metro Opera Association 30 Lincoln Center Plaza New York NY 10023 None General 6000 Mt Lebanon Volunteer Fire Dept 555 Washington Road Pittsburgh PA 15228 None General 500 National Center for Public Policy 2005 Massachusetts Ave NW Washington DC 20036 None General 500 Scottish Rite 33 Marrett Rd Lexington MA 02421 None General 1000 St Anthony Chapel 1704 Harper St Pittsburgh PA 15212 None General 1000 Special Olympics 2570 Blvd of the Generals Ste 124 Norristown PA 19403 None General 1500 St Labre Indian School PO Box 326 Chamberlain SD 57326 None General 250 The Leadership Institute 1101 N Highland St Arlington VA 22201 None General 1000 Truman Library Institute 5151 Troost Ave Ste 300 Kansas City MO 64110 None General 1000 Tunnel to Towers Foundation 2361 Hylan Blvd Statin Island NY 10306 None General 1000 UPMC 3811 OHara St 6th Fl E-702 Pittsburgh PA 15213 None General 5000 United States Justice Foundation PO Box 1372 Merrifield VA 22116 None General 1000 99800 14 23 14 97334 -16991 97357 -16991 80366 false false false false false false false false false false Berkshire Hathaway, Inc. New Class B 58468 175150 First Eagle Global Fund Class I AT COST 81702 93362 DoubleLine Total Return Fund Class I AT COST 64374 51007 Federated Kaufmann Lg Cap Institutional AT COST 137235 149780 Thornburg Income Builder Class I AT COST 90119 96515 Pimco Income Fund Class I2 AT COST 111435 95132 Parnassus Mid Cap Investor AT COST 104704 117847 Pioneer Fundamental Growth Fund Class Y AT COST 156351 195465 Columbia Contrarian Core Fund Class Z AT COST 160442 187623 DoubleLine Shiller AT COST Guggenheim Total Return Bond Fund AT COST 63614 53373 JP Morgan Global Allocation Fund Class I AT COST 36138 32299 Ishares Core MSCI EAFE ETF AT COST 24817 28957 Spdr Gold Shares ETF AT COST 20480 25718 DoubleLine Yield Opportunities AT COST 40000 29460 Blackrock Capital Allocation Trust AT COST 50000 36225 Blackrock Science and Technology AT COST 50000 41250 Ishares Edge MSCI USA Quity Factor ETF AT COST 75306 104114 PHIM JEN International Opportunies AT COST 48063 48121 Blackrock ESG Capital Allocation T AT COST 50000 36975 Pacer US Cash Cow 100ETF AT COST 49216 49430 Bank Overdraft 9700 Investment Advisory, Fees 11423 11423 0 0 Federal Excise Tax 3625