2025-06-09T11:14:40-05:00 2024-12-31 341897225 HILL BARTH & KING LLC 100 PINEWOOD LANE SUITE 201 WARRENDALE PA 15086 990PF 2024-01-01 251802794 THE WILLIAM & PATRICIA KASSLING FAMILY FOUNDATION WILL 4129630421 PO BOX 5204 WILMINGTON DE 19808 WILLIAM KASSLING SECRETARY / TREASURER 3025305817 2025-06-06 1 1 WILLIAM G RUFFNER P00626719 7249345300 2025-06-06 2024 2025-03-06 01:10:19Z X X 18019095 X 9000 29815 29815 224418 224418 22284 3910783 22284 285517 276517 0 0 0 67 67 0 336 336 0 403 403 0 810400 810400 810803 403 810400 -525286 276114 395638 137944 137944 9772382 15882815 15882815 239370 0 0 3256972 1993948 1993948 14405 4388 4388 13678767 18019095 18019095 0 0 X 13678767 18019095 0 0 0 0 13678767 18019095 13678767 18019095 13678767 -525286 4865614 18019095 0 18019095 2000 SH ARM HOLDINGS PLC 2024-01-26 2024-03-08 133228 72435 60793 60793 5,592.968 SH GOLDMAN SACHS 2024-07-01 2024-09-04 5598 5598 0 0 5,755.749 SH GOLDMAN SACHS 2024-06-03 2024-09-04 5761 5761 0 0 5,558.032 SH GOLDMAN SACHS 2024-05-01 2024-09-04 5563 5563 0 0 5.731.072 SH GOLDMAN SACHS 2024-04-01 2024-09-04 5736 5736 0 0 5,377.33 SH GOLDMAN SACHS 2024-03-01 2024-09-04 5382 5382 0 0 5,812.419 SH GOLDMAN SACHS 2024-02-01 2024-09-04 5818 5818 0 0 6,933.57 SH GOLDMAN SACHS 2024-01-02 2024-09-04 6940 6940 0 0 32.707 SH GOLDMAN SACHS 2023-12-21 2024-09-04 33 33 0 0 6,689.02 SH GOLDMAN SACHS 2023-12-01 2024-09-04 6695 6695 0 0 6,866.27 SH GOLDMAN SACHS 2023-11-01 2024-09-04 6872 6872 0 0 6,596.343 SH GOLDMAN SACHS 2023-10-02 2024-09-04 6602 6602 0 0 199,800.2 SH GOLDMAN SACHS 2023-08-09 2024-08-05 200000 199960 40 40 199,780.242 SH GOLDMAN SACHS 2023-08-09 2024-07-19 200000 199940 60 60 100,000 SH FEDERAL HOME LOAN BANK BONDS 2023-08-04 2024-02-26 100000 100000 0 0 250,000 SH BANK OF AMERICA NA CD 2023-08-04 2024-02-09 250000 250000 0 0 10 SH CALL ARM HOLDINGS PLC 2024-03-28 2024-03-07 3100 3100 3100 10 SH CALL ARM HOLDINGS PLC 2024-07-25 2024-06-18 7250 7250 7250 20 SH CALL SUPER MICRO COMPUTER 2024-11-07 2024-09-24 1683 1683 1683 10 SH CALL PALANTIER TECHNOLOGIES 2024-12-26 2024-12-04 6547 -6547 -6547 2000 SH SUPER MICRO COMPUTER INC 2024-10-30 2024-11-08 48636 67155 -18519 -18519 2000 SH SUPER MICRO COMPUTER INC 2024-09-26 2024-11-05 53602 79172 -25570 -25570 3000 SH SUPER MICRO COMPUTER INC 2024-09-24 2024-11-05 80402 138564 -58162 -58162 2500 SH SCHLUMBERGER LTD 2024-09-09 2024-10-29 100465 102359 -1894 -1894 2000 SH PALANTIR TECHNOLOGIES 2024-05-02 2024-10-29 88738 45691 43047 43047 140,000 SH FEDERAL HOME LOAN BANK BONDS 2023-08-04 2024-03-08 140000 140000 0 0 1000 SH CITIGROUP INC 2023-08-04 2024-01-26 53321 46968 6353 6353 1000 SH ARM HOLDINGS PLC 2024-02-13 2024-03-08 133228 127659 5569 5569 5,518.74 SH GOLDMAN SACHS 2024-08-01 2024-09-04 5524 5524 0 0 4,201.299 SH GOLDMAN SACHS 2024-09-03 2024-09-04 4205 4205 0 0 244,000 SH JP MORGAN CHASE BANK 2023-08-04 2024-03-13 244000 244007 -7 -7 100,000 SH PNC BANK NA 2023-08-04 2024-05-02 100000 100077 -77 -77 2000 SH CITIGROUP INC NEW 2022-03-03 2024-01-26 106641 115085 -8444 -8444 1500 SH LYONDELLBASELL 2022-12-01 2024-11-08 126443 129020 -2577 -2577 500 SH LYONDELLBASELL 2023-08-04 2024-11-08 42148 48782 -6634 -6634 349,844.995 SH GOLDMAN SACHS 2023-08-09 2024-09-04 350160 350125 35 35 499,600.32 SH GOLDMAN SACHS 2023-08-15 2024-09-04 500050 500000 50 50 4,375.11 SH GOLDMAN SACHS 2023-09-01 2024-09-04 4379 4379 0 0 49,975.012 SH FEDERATED HERMES 2023-08-15 2024-08-16 50000 49985 15 15 699,720.112 SH FEDERATED HERMES 2023-08-15 2024-12-27 700000 699860 140 140 CAPITAL GAINS DIVIDENDS P 22580 22580 22580 22284 3838 0 3838 0 3838 0 0 5500 0 5500 215 1447 1447 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A WILLIAM KASSLING 4129630421 4101 GULF SHORE BLVD NORTH APT 5N NAPLES FL 34103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM E KASSLING 4101 GULF SHORE BLVD NORTH APT 5N NAPLES FL 34103 SECR/TREASURER 0.00 0 0 0 PATRICIA J KASSLING 4101 GULF SHORE BLVD NORTH APT 5N NAPLES FL 34103 PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 16114195 294444 9397 16418036 0 0 16418036 246271 16171765 808588 808588 3838 3838 804750 0 804750 0 804750 810400 0 810400 804750 0 0 79269 8278 87547 810400 0 0 0 804750 5650 0 0 93197 0 0 0 0 0 0 0 93197 79269 8278 5650 WILLIAM E KASSLING X ARTIS - NAPLES 85833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC PERFORMING & VISUAL ARTS CENTER SHOWCASING NAPLES PHILHARMONIC CONCERTS & THE BAKER MUSEUM 5000 BLESSING BOARD 140 PENNSYLVANIA AVE OAKMONT PA 15139 NONE PC TO PROVIDE DONATED HOUSEHOLD FURNISHINGS TO THOSE IN NEED 10150 CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE CENTARL PLANT FLR 3 PITTSBURGH PA 15224 NONE PC TO PROVIDE FINANCIAL SUPPORT TO CHILDRENS HOSPITAL OF PITTSBURGH UPMC 1000 EDEN CHRISTIAN ACADEMY 206 SIEBERT ROAD PITTSBURGH PA 15237 NONE PC EDUCATIONAL PURPOSES 16000 EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 NONE PC PROVIDE SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES 40000 FOX CHAPEL PRESBYTERIAN CHURCH 384 FOX CHAPEL ROAD PITTSBURGH PA 15238 NONE PC RELIGIOUS PURPOSES 500 GUNNAR FREDERICK WOELFEL FUND INC 1 HIGHLAND PK PLC RYE NY 10580 NONE PC SUPPORTING MEDICAL ADVANCES IN THE FIELD OF PEDIATRIC CARDIOLOGY 10000 HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA 1212 SMALLMAN STREET PITTSBURGH PA 15222 NONE PC PRESERVE AND PRESENT REGIONAL HISTORY 400000 HOMES 4 VETS COOPERATIVE CORPORATIONS PO BOX 2418 JENKINTOWN PA 19048 NONE PC PROVIDES HOMES FOR VETERANS 500 LAROSA YOUTH FOUNDATION 901 RAVINE STREET MCKEESPORT PA 15132 NONE PC YOUTH DEVELOPMENT 1000 MOORINGS PRESBYTERIAN CHURCH 791 HARBOUR DRIVE NAPLES FL 34103 NONE PC RELIGIOUS PURPOSES 250 NAPLES BOTANICAL GARDENS 4820 BAYSHORE DRIVE NAPLES FL 34112 NONE PC TO CONNECT PEOPLE AND PLANTS THROUGH DISPLAY, EDUCATION, CONSERVATION AND BIOLOGICAL RESEARCH 2000 NAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP FUND INC 700 14TH AVE S NAPLES FL 34102 NONE PC TO AWARD SCHOLARSHIPS TO COLLIER COUNTY HIGH SCHOOL SENIORS AND EMPLOYEES OF THE NAPLES YACHT CLUB. 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 NONE PC MEDICAL RESEARCH AND PATIENT SUPPORT 1500 NCH CENTER FOR PHILANTHROPY 350 7TH ST N NAPLES FL 34102 NONE PC COMMUNITY CARE 7500 NEIGHBORHOOD HEALTH CLINIC 88 12TH STREET NORTH SUITE 100 NAPLES FL 34102 NONE PC DELIVER QUALITY MEDICAL CARE TO LOW-INCOME, WORKING, BUT UNINSURED, ADULTS IN COLLIER COUNTY, USING A PROFESSIONAL VOLUNTEER STAFF AND FUNDED BY PRIVATE PHILANTHROPY 1000 OPERATION SMILE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 NONE PC PROVIDING TREATMENT FOR CLEFT LIP AND CLEFT PALATES 500 OTHER 4101 GULF SHORE BLVD N NAPLES FL 34103 NONE PC COMMUNITY, EDUCATIONAL & CULTURAL SUPPORT, ETC. 10000 OUR LADY OF THE SACRED HEART 1504 WOODCREST AVENUE CORAOPOLIS PA 15108 NONE PC EDUCATIONAL PURPOSES 3000 PHI GAMMA DELTA EDUCATIONAL FOUNDATION 1201 RED MILE ROAD PO BOX 4599 LEXINGTON KY 40544 NONE PC PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS 30000 PITTSBURGH GLASS CENTER 5472 PENN AVENUE PITTSBURGH PA 15206 NONE PC PROMOTE AND TEACH GLASS ART 2000 PURDUE RESEARCH FOUNDATION 403 MITCH DANIELS BLVD WEST LAFAYETTE IN 47907 NONE PC ADVANCE THE MISSION OF PURDUE UNIVERSITY 200000 RYAN SHAZIER FUND FOR SPINAL REHABILITATION 6360 BROAD STREET PITTSBURGH PA 15206 NONE PC PROVIDE SUPPORT AND RESOURCES TO THOSE WITH SPINAL CORD INJURIES AND THEIR CAREGIVERS 25000 SHELTER FOR ABUSED WOMEN AND CHILDREN PO BOX 10102 NAPLES FL 34101 NONE PC PROVIDE SUPPORT AND SHELTER TO VICTIMS OF DOMESTIC VIOLENCE 9000 STARABILITY FOUNDATION 720 GOODLETTE-FRANK RD N SUITE 400 NAPLES FL 34102 NONE PC TO TRANSFORM THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 10000 STEEL CITY SQUASH INC 624 LARIMER AVENUE PITTSBURGH PA 15206 NONE PC PROVIDE CONSISTENT AND LONG-TERM SUPPORT TO UNDERSERVED PITTSBURGH STUDENTS AND THEIR FAMILIES. 10000 VANDERBILT UNIVERSITY 2100 WEST END AVENUE SUITE 900 NASHVILLE TN 37203 NONE PC SERVE QUEST FOR KNOWLEDGE THROUGH SCHOLARSHIPS, TEACHING AND OUTREACH 14000 810400 0 14 29815 14 224418 18 22284 0 276517 0 276517 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND PATRICIA KASSLING 4101 GULF SHORE BLVD APT 5N NAPLES FL 34103 9000 X STOCKS 15882815 15882815 MUTUAL FUNDS FMV 1993948 1993948 DIVIDENDS RECEIVABLE 14405 11088 11088 OPTIONS 0 -6700 -6700 BROKERAGE FEES 130 130 0 MISCELLANEOUS EXPENSE 206 206 0 UNREALIZED GAINS (LOSSES) ON SECURITIES 4865614