2024-04-22T13:12:52-05:00 2023-12-31 METZ LEWIS BRODMAN MUST O'KEEFE LLC 444 LIBERTY AVE STE 2100 PITTSBURGH PA 15222 990PF 2023-01-01 474519453 JULIE AND AL RENKEN FOUNDATION C/O AUFMAN ASSOCIATES INC % EDWARD AUFMAN JULI 7249345600 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 15143 EDWARD AUFMAN MANAGER 7249345600 2024-04-22 true EDWARD AUFMAN 999009999 true NICHOLAS J HOLLAND P01656200 4129181100 2 2023 2023-04-26 12:10:37Z X 321650 X 115202 94 1817 54481 98446 54481 779 172373 54481 0 875 875 0 0 1253 1253 445 15 2573 2143 0 0 93365 93365 95938 2143 0 93365 76435 52338 17239 17500 17500 109867 131427 304150 127106 148927 321650 0 0 X 127106 148927 127106 148927 127106 148927 127106 76435 203541 54614 148927 CHARLES SCHWAB (SEE ATTACHED) 1850 1925 -75 -75 CHARLES SCHWAB (SEE ATTACHED) 93476 42040 51436 51436 CAPITAL GAIN DIVIDENDS P 3120 CAPITAL GAIN DIVIDENDS P 3120 54481 727 727 727 500 0 500 227 false false false false false false false true true PA true false true false false true N/A EDWARD AUFMAN 7249345600 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 15143 false false false false false false false false false false false false false false false false false false X false false false ALAN C RENKEN 242 THIRD AVENUE SOUTH NAPLES FL 34102 VICE PRESIDENT 0 0 0 0 JULIE M RENKEN 242 THIRD AVENUE SOUTH NAPLES FL 34102 PRESIDENT 0 0 0 0 EDWARD AUFMAN 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 15143 MANAGER 0 0 0 0 NOT APPLICABLE NOT APPLICABLE 203070 23330 0 226400 0 226400 3396 223004 11150 11150 727 727 10423 10423 10423 93365 0 0 0 0 93365 10423 0 2021 2020 2019 0 83693 105827 104328 116765 88545 499158 93365 0 10423 82942 582100 0 0 0 0 83693 498407 105827 104328 116765 88545 82942 JULIE AND ALAN RENKEN NA X THE SALVATION ARMY 401 NE ADAMS STREET PEORIA IL 61603 NONE GENERAL SUPPORT 10500 TUMAINI FUND USA INC 553 GALLEON DRIVE NAPLES FL 34102 NONE GENERAL SUPPORT 18565 HUMILITY OF MARY HOUSING INC 3805 MISSISSIPPI AVENUE DAVENPORT IA 52807 NONE GENERAL SUPPORT 3000 TRINITY BY THE COVE EPISCOPAL CHURCH 553 GALLEON DRIVE NAPLES FL 34102 NONE GENERAL SUPPORT 26000 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BOULEVARD AMES IA 500102230 NONE GENERAL SUPPORT 11000 HABITAT FOR HUMANITY 11145 TAMIAMI TR E NAPLES FL 34113 NONE GENERAL SUPPORT 1000 THE LEAGUE CLUB 5051 CASTELLO DRIVE 240 NAPLES FL 34103 NONE GENERAL SUPPORT 250 IOWA GREAT LAKES ASSOCIATION 2005 18TH STREET SPIRIT LAKE IA 51360 NONE GENERAL SUPPORT 500 BETTENDORF ATHLETICS 1200 MIDDLE ROAD BETTENDORF IA 52722 NONE GENERAL SUPPORT 200 ARC ANGEL FUND 885 THIRD AVENUE NEW YORK NY 10022 NONE GENERAL SUPPORT 1500 SAINT MARY'S COLLEGE 1928 ST MARYS RD MORAGA CA 94575 NONE GENERAL SUPPORT 1000 ST JUDE RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE GENERAL SUPPORT 5200 RIVER BEND FOOD BANK 4010 KIMMEL DR DAVENPORT IA 52802 GENERAL SUPPPORT 500 ST MARY'S EPISCOPAL SCHOOL 12291 RIVER RD RICHMOND VA 23238 NONE GENERAL SUPPORT 200 HARRY CHAPIN FOOD BANK 3760 FOWLER ST FORT MYERS FL 33901 NONE GENERAL SUPPORT 6000 FRIENDS OF THE POOR 148 MERIDIAN AVE SCANTON PA 18504 NONE GENERAL SUPPORT 100 AVOW HOSPICE 1095 WHIPPOORWILL LANE NAPLES FL 34105 NONE GENERAL SUPPORT 100 REDEEMER LUTHERAN CHURCH 700 IDAHO AVE VERONA PA 15147 NONE GENERAL SUPPORT 50 ST ANTHONY'S FOOD BASKET 1704 HARPSTER ST PITTSBURGH PA 15212 NONE GENERAL SUPPORT 50 JOHNNY LUJACK SCHOLARSHIP 1100 GRACE HALL NORTE DAME IN 46556 NONE GENERAL SUPPORT 100 CITY OF LAURENS 126 E PUBLIC SQUARE LAURENS SC 29360 NONE GENERAL SUPPORT 500 FEEDING AMERICA 161 NORTH CLARK ST SUITE 700 CHICAGO IL 60601 NONE GENERAL SUPPORT 1000 ST MATTHEW'S HOUSE 2001 AIRPORT ROADS NAPLES FL 34112 NONE GENERAL SUPPORT 6000 ST PAUL'S LUTHERAN CHRUCH 616 WASHINGTON ST SEWICKLEY PA 15143 NONE GENERAL SUPPORT 50 93365 14 94 14 1817 41 18 54481 FEDERAL TAX REFUND 779 779 56392 57171 false false false false false false false false false false X X 1 JULIE AND AL RENKEN 242 THIRD AVENUE SOUTH NAPLES FL 34102 115202 X METZ LEWIS TAX PREP 875 875 NONE OAKMARK SELECT INSTL 42897 126087 CLIPPER 27941 64145 VANGUARD SMALL-CAP INDEX ETF 60589 113918 UNREALIZED GAIN ON CONTRIBUTED STOCK 54614 FEDERAL TAX REFUND 779 INVESTMENT MANAGEMENT FEES 1253 1253 2023 ESTIMATED TAX 430 PA REGISTRATION FEE 15 15