2024-05-15T13:24:29-05:00 2023-12-31 METZ LEWIS BRODMAN MUST O'KEEFE LLC 444 LIBERTY AVE STE 2100 PITTSBURGH PA 15222 990PF 2023-01-01 472066714 WALTON FAMILY FOUNDATION % NICHOLAS HOLLAND WALT 4129181123 444 LIBERTY AVE SUITE 2100 PITTSBURGH PA 15222 JON WALTON CHAIRMAN/PRESIDENT 4129181100 2024-04-30 true JON WALTON XXX-XX-XXXX true NICHOLAS J HOLLAND P01656200 4129181100 2 2023 2023-04-26 12:10:37Z X 2489828 X 0 X 2021 2021 52143 52143 26813 920160 26813 14044 80977 80977 14044 0 18097 18097 856 856 18953 18953 0 110000 110000 128953 18953 110000 -47976 62024 14044 56310 31509 31509 1928215 1905418 2458319 1984525 1936927 2489828 0 0 X 1984525 1936927 1984525 1936927 1984525 1936927 1984525 -47976 701 1937250 323 1936927 PNC (SEE ATTACHED) 370375 356331 14044 14044 PNC (SEE ATTACHED) 547784 537016 10768 10768 CAPITAL GAIN DIVIDENDS P 2001 CAPITAL GAIN DIVIDENDS P 2001 26813 14044 862 862 862 1167 0 1167 305 305 false false false false false false false true true PA true false false false false true N/A 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 JON D WALTON 100 ADAMS AVE APT 304 PITTSBURGH PA 15243 CHAIRMAN,PRESIDENT, DIRECTOR 0 0 0 0 CAROL J WALTON 100 ADAMS AVE APT 304 PITTSBURGH PA 15243 DIRECTOR,SECRETARY,TREASURER 0 0 0 0 N/A 2151536 37811 0 2189347 0 2189347 32840 2156507 107825 107825 862 862 106963 106963 106963 110000 0 0 0 0 110000 106963 107824 2021 2020 2019 0 0 110000 107824 2176 0 0 0 0 104787 0 0 JON AND CAROL WALTON 100 ADAMS AVE X PITTSBURGH SYMPHONY ORCHESTRA 600 PENN AVENUE PITTSBURGH PA 15222 NONE GENERAL SUPPORT 90000 SEXUAL ASSAULT RESOURCE AGENCY 335 GREENBRIER DRIVE CHARLOTTSVILLE VA 22901 NONE GENERAL SUPPORT 2000 BIG BROTHERS BIG SISTERS 5989 CENTRE AVE 1 PITTSBURGH PA 15206 NONE GENERAL SUPPORT 2000 SIGNATURE IN THE SCHOOLS 4200 CAMPBELL AVENUE ARLINGTON VA 22206 NONE GENERAL SUPPORT 2000 NATIONAL EATING DISORDERS ASSOCIATION 3308 PRESTON ROAD SUITE 350-111 PLANO TX 75093 NONE GENERAL 2000 WESTERN FAIRFAX CHRISTIAN MINISTRIES PO BOX 220802 CHANTILLY VA 20153 NONE GENERAL SUPPORT 2000 RIP MEDICAL DEBT 28-07 JACKSON AVE 5TH FLOOR LONG ISLAND CITY NY 11101 NONE GENERAL SUPPORT 2000 VALLEY INTERFAITH COMMUNITY RES CNTR 420 W WYOMING AVENUE CINCINNATI OH 45215 NONE GENERAL SUPPORT 6000 CIRCLE DE LUZ PO BOX 2 DAVIDSON NC 28036 NONE GENERAL SUPPORT 2000 110000 14 2021 14 52143 18 26813 80977 80977 false false false false false false false false false false ISHARES JP MORGAN USD (EMB) 24481 19059 BAIRD AGGREGATE BOND FD (BAGIX 109373 98243 BLACKROCK STRATEGIC INCOME 0 0 BLACKROCK HIGH YIELD BOND 21054 19909 PACIFIC FUNDS FLOATING RATE 0 0 WESTERN ASSET CORE PLUS BOND 138926 122805 FIDELITY ESATE ETF 0 0 ISHARES CORE S&P MID-CAP (IJH) 107749 159638 ISHARES S&P SMALL CAP (IJR) 65181 99049 ISHARES CORE MSCI EAFE ETF 59332 63516 WISDOMTREE U.S. QUALITY DIVI 91421 100290 ISHARES S&P 500INDEX FD (WFSPX 529518 979737 DODGE & COX INTERNAT. (DODFX) 100427 109669 FEDERATED INTERNATIONAL EQUITY 0 0 SEAFARER OVERSEAS GROWTH 95120 98150 HARDING LOEVNER INTERNATIONAL 97551 113656 HARDING LOEVNER INTER (HLMRX) 30697 38424 TOUCHSTONE SANDS EM GR-INST 91816 83255 ISHARES MSCI INTL QUAL (IQLT) 93513 100323 DODGE & COX INCOME FUND(DODIX) 136984 138808 ISHARES US TREASURY BOND(GOVT) 73441 73475 OAKMARK INTL SM CAP (OSZEX) 38834 40313 COST BASIS ADJUSTMENT 323 NON-DIV DISTR (RETURN OF CAPITAL) 701 INVESTMENT MANAGEMENT FEES 18097 18097 FOREIGN TAXES 856 856