2024-11-15T13:11:44-06:00 2024-09-30 251637458 LOUIS PLUNG & COMPANY LLP 420 FT DUQUESNE BLVD STE 1900 PITTSBURGH PA 15222 990PF 2023-10-01 256112618 HAROLD & SHIRLEY ROBINSON FOUNDATION HARO 3015236101 420 FORT DUQUESNE BLVD 1900 PITTSBURGH PA 15222 BRUCE ROBINSON DIRECTOR 3019510668 2024-11-12 1 0 LOUIS PLUNG P00323233 4122818771 2023 2024-10-15 13:58:12Z X 639232 X X 1052 1052 1052 13420 13420 13420 35091 181901 35091 49563 49563 14472 0 0 0 0 1929 1929 1929 0 1905 0 0 0 3834 1929 1929 0 25000 25000 28834 1929 1929 25000 20729 47634 12543 -6474 25221 25221 251256 314477 438313 215432 166245 175698 460214 505943 639232 25000 0 25000 X 0 0 0 0 460214 480943 460214 480943 460214 505943 460214 20729 0 480943 0 480943 BNYM INST S&P 500 STCK P 2023-10-01 2023-10-02 10000 4840 5160 5160 BNY MELLON GLOBAL REAL RETURN P 2023-10-01 2024-03-04 20525 22355 -1830 -1830 D F A COMMODITY STRATEGY PORT P 2023-10-01 2024-03-04 4513 6000 -1487 -1487 GATEWAY FUND P 2023-10-01 2024-03-04 45814 40840 4974 4974 HOTCHKIS & WILEY HIGH YLD P 2023-10-01 2024-03-04 4000 3778 222 222 ISHARES SELECT DIVIDEND ETF P 2023-10-01 2024-03-05 22064 23588 -1524 -1524 ISHARES CORE US AGGREGATE BOND ETF P 2023-10-01 2024-03-05 45763 45409 354 354 CAPITAL GAINS DIVIDENDS P 29222 29222 29222 35091 0 662 0 662 0 662 0 0 0 0 0 18 680 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A LOUIS PLUNG COMPANY 4122818771 420 FT DUQUESNE BLVD SUITE 1900 PITTSBURGH PA 15222 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE ROBINSON 8007 SUMMER MILL COURT BETHESDA MD 20817 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 564992 21856 0 586848 0 0 586848 8803 578045 28902 28902 662 662 28240 0 28240 0 28240 25000 0 25000 28240 24162 0 0 25000 24162 0 0 838 0 0 0 0 0 0 0 0 27402 0 0 0 BRUCE ROBINSON 8007 SUMMER MILL COURT BETHESDA MD 20817 3015236101 A LETTER STATING PURPOSE OF THE CONTRIBUTION REQUESTED. NONE NONE JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE CHARITABLE 5000 FRIENDS OF THE IDF 1903 S CONGRESS AVENUE BOYNTON BEACH FL 33484 NONE CHARITABLE 10000 HEBREW HOME OF GREATER WASHINGTON 6121 MONTROSE ROAD NORTH BETHESDA MD 20852 NONE CHARITABLE 10000 25000 0 14 1052 14 13420 14 35091 0 49563 0 49563 0 0 0 0 0 0 0 0 0 0 ISHARES BARCLAYS AGGREGATE BOND FUND 142523 149880 HOTCHKIS AND WILEY HIGH YIELD FUND 23722 25818 BNY MELLON SMALL CAP MULTI STRATEGY FUND 8000 8818 BNY MELLON INSTITUTIONAL S&P 500 STOCK INDEX FUND 195663 286282 ISHARES TR S&P MIDCAP 400 INDEX 38097 46740 ISHARES TR S&P SMALLCAP 600 14452 16374 BNY MELLON INTERNATIONAL STOCK FUND 14421 27807 DFA EMERGING MARKETS CORE EQUITY FUND 17000 23342 FIDELITY INTERNATIONAL SMALL CAP FUND 8000 8657 ISHARES CORE MSCI EAFE ETF 18844 20293 ACCOUNT MANAGMENT FEES 1929 1929 1929 0 FEDERAL EXCISE TAXES 1905 0 0 0