2024-05-13T11:55:33-05:00 2023-12-31 METZ LEWIS BRODMAN MUST O'KEEFE LLC 444 LIBERTY AVE STE 2100 PITTSBURGH PA 15222 990PF 2023-01-01 814102803 CJM2 FAMILY FOUNDATION % NICHOLAS HOLLAND CJM2 4129181123 444 LIBERTY AVE SUITE 2100 PITTSBURGH PA 152222305 CARL SZOTT PRESIDENT 4125529142 2024-05-15 true CARL SZOTT XXX-XX-XXXX true NICHOLAS J HOLLAND P01656200 4129181100 2 2023 2023-04-26 12:10:37Z X X 404015 X 105596 227 227 7214 7214 69031 278420 69031 182068 76472 0 3500 3500 0 0 1666 1666 5295 151 10461 5317 0 0 30500 30500 40961 5317 0 30500 141107 71155 135739 17874 17874 171042 365702 386141 306781 383576 404015 15000 14500 15000 14500 X 291781 369076 291781 369076 306781 383576 291781 141107 432888 63812 369076 RAYMOND JAMES (SEE ATTACHED) 67193 62160 5033 5033 RAYMOND JAMES (SEE ATTACHED) 208955 147229 61726 61726 RAYMOND JAMES (SEE ATTACHED) 37 0 37 37 CAPITAL GAIN DIVIDENDS P 2235 CAPITAL GAIN DIVIDENDS P 2235 CAPITAL GAIN DIVIDENDS P 2235 69031 989 989 989 2590 0 2590 1601 1601 false false false false false false false true true PA true false true false false true NICHOLAS HOLLAND 4129181123 444 LIBERTY AVE SUITE 2100 PITTSBURGH PA 15222 false false false false false false false false false false false false false false false false false false false false false CARL T SZOTT PO BOX 823 MARS PA 16046 DIRECTOR/CHAIRMAN/PRESIDENT 0 0 0 0 JANET M SZOTT PO BOX 823 MARS PA 16046 DIRECTOR/SECRETARY/TREASURER 0 0 0 0 LARRY S BLAIR 444 LIBERTY AVENUE SUITE 2100 PITTSBURGH PA 15222 DIRECTOR/VICE PRESIDENT 0 0 0 0 NOT APPLICABLE NOT APPLICABLE 274447 30381 0 304828 0 304828 4572 300256 15013 15013 989 989 14024 14024 14024 30500 0 0 0 0 30500 14024 0 2021 2020 2019 0 0 15925 19173 35098 30500 0 14024 16476 51574 0 0 0 0 51574 0 15925 19173 16476 CARL AND JANET SZOTT PO BOX 823 M NA X IT'S ABOUT THE WARRIOR FOUNDATION 12590 PERRY HIGHWAY SUITE 700 WEXFORD PA 15090 NONE GENERAL SUPPORT 5000 LIGHT OF LIFE RESCUE MISSION 913 WESTERN AVENUE PITTSBURGH PA 15233 NONE GENERAL SUPPORT 2500 LITTLE SISTERS OF THE POOR 1028 BENTON AVENUE PITTSBURGH PA 15212 NONE GENERAL SUPPORT 1500 PENNIES FROM HEAVEN FUND PO BOX 310 BRADFORD WOODS PA 15015 NONE GENERAL SUPPORT 2500 BROTHER'S BROTHER FOUNDATION 1200 GALVESTON AVENUE PITTSBURGH PA 15233 NONE GENERAL SUPPORT 5000 METAVIVOR 1783 FOREST DRIVE 184 ANNAPOLIS MD 21401 NONE GENERAL SUPPORT 2500 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 NORTH LINDEN STREET DUQUESNE PA 15110 NONE GENERAL SUPPORT 2000 MULTIPLE SCLEROSIS 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 NONE GENERAL SUPPORT 2000 THON PENN STATE DANCE MAN 201 OLD MAIIN UNIVERSITY PARK PA 16802 NONE GENERAL SUPPORT 2000 CANCER BRIDGES 216 SMALLMAN ST PITTSBURGH PA 15222 NONE GENERAL SUPPORT 1500 RED SNEAKERS FOR OAKLAY 313 DATURA ST WEST PALM BEACH FL 33401 NONE GENERAL SUPPORT 2000 SPECIAL OLYMPICS PA 300 CEDAR RIDGE DR 320 PITTSBURGH PA 15205 NONE GENERAL SUPPORT 2000 30500 14 227 14 7214 18 69031 76472 76472 false false false false false false false false false false X X 1 CARL T AND JANET M SZOTT PO BOX 823 MARS PA 16046 102081 X 1 111 SHRS. FAIRFAX FINL HLDGS LIMITED SUB VTG (CANADA) (FRFHF) 102081 2023-11-30 NONE BLACKROCK EQUITY DIVIDEND 0 DODGE & COX GLOBAL STOCK 0 DODGE & COX STOCK FUND 0 0 EATON VANCE ATLANTA CAPITAL 0 0 FIDELITY REAL ESTATE INCOME 0 OAKMARK INTERNATIONAL FUND 0 JPMORGAN U.S. VALUE FUND 0 0 MFS INTERNATIONAL GROWTH FUND 0 0 MFS GROWTH FUND CL I N/L 0 0 AMERICAN FUNDS NEW WORLD FUND 0 0 PIMCO INCOME FUND CL I2 N/L 20621 21061 T. ROWE PRICE DIVIDEND T. ROWE PRICE SMALL CAP THORNBURG INVESTMENT INCOME VANGUARD WINDSOR FUND 47263 47085 CAPITAL GROUP DIVID 43748 51056 DIMENSIONAL ETF TRUST SM CAP 23726 26471 DIMENSIONAL ETF TRUST INTL 37095 38827 ISHARES TR RUS 1000 VAL 0 0 ISHARES TR RUS 1000 GRW 32365 35774 ISHARES TR CORE S&P SCP 0 0 ISHARES TR CORE MSCI 17064 17371 JPMORGAN EQUITY PREMIUM 11451 11271 SPDR GOLD SHARES 10128 11279 PIMCO TRENDS MANAGED 13154 11789 CAPITAL GROUP INTL FOCUS 34186 35900 ISHARES TR CORE DIV GRWTH 37462 39235 VANGUARD DIV APPRECIATION 37439 39022 METZ LEWIS 3500 3500 BASIS ADJUSTMENT FOR DONATED STOCK 63685 MISC ADJUSTMENT 127 OTHER INVESTMENT EXPENSES 37 37 RAYMOND JAMES & ASSOC. INC. 1629 1629 TAX PAYMENTS 5144 FOREIGN TAX 136 136 PA REGISTRATION FEE 15 15