2026-09-08T14:14:41-05:00 2026-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2025-07-01 472630773 THE JAMES AND NANCY WOLF FAMILY FOUNDATION JAME 4129798051 ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 JAMES WOLF CHAIRMAN/PRESIDENT/TREASURER 4122974908 2026-08-21 1 SARAH R PIOT P01358891 4122613644 2025 X 2936267 X 146930 73088 73088 172875 449429 172875 392893 245963 0 0 0 4240 0 0 8799 6421 0 1000 0 0 14039 6421 0 127350 127350 141389 6421 127350 251504 239542 32786 81125 81125 701567 741765 728030 1299928 1354617 2127112 2034281 2177507 2936267 0 0 X 2034281 2177507 2034281 2177507 2034281 2177507 2034281 251504 0 2285785 108278 2177507 PUBLICLY TRADED SECURITIES D 418745 276554 142191 142191 CAPITAL GAINS DIVIDENDS P 30684 30684 30684 172875 3330 0 3330 0 3330 3881 0 0 0 3881 0 551 551 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JAMES H WOLF 4129798051 ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES H WOLF ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 CHAIRMAN/PRESIDENT/TREASURER 5.00 0 0 0 NANCY H WOLF ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 VICE CHAIR/VICE PRES/SECRETARY 5.00 0 0 0 DAVID F WOLF ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 ASSISTANT TREASURER 2.00 0 0 0 DANIEL J WOLF ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 ASSISTANT SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 2706858 62203 0 2769061 0 0 2769061 41536 2727525 136376 136376 3330 3330 133046 0 133046 0 133046 127350 0 127350 133046 0 0 146659 21297 46176 23077 237209 127350 0 0 0 127350 0 5696 5696 231513 0 0 0 0 0 0 140963 90550 21297 46176 23077 JAMES H WOLF NANCY H WOLF X ALZHEIMER'S ASSOCIATION 2595 INTERSTATE DR SUITE 100 HARRISBURG PA 17110 N/A PC GENERAL SUPPORT 250 HOMELESS CHILDREN FUND 1501 REEDSDALE STREET SUITE 200 PITTSBURGH PA 15233 N/A PC GENERAL SUPPORT 100 JCC OF PITTSBURGH 5738 FORBES AVE PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 60000 JEWISH FAMILY SERVICES 5743 BARTLETT STREET PITTSBURGH PA 15217 N/A PC GENERAL SUPPORT 250 JEWISH FEDERATION OF PITTSBURGH 2000 TECHNOLOGY DRIVE PITTSBURGH PA 15219 N/A PC GENERAL SUPPORT 35000 LUNG CANCER FOUNDATION OF AMERICA 7381 LA TIJERA BLVD 451663 LOS ANGELES CA 90045 N/A PC GENERAL SUPPORT 250 SHADY SIDE ACADEMY 423 FOX CHAPEL ROAD PITTSBURGH PA 15238 N/A PC LIBRARY MEMORIAL HALL AND GENERAL SUPPORT 26000 SIBLEY FOUNDATION 5255 LOUGHBORO ROAD NW WASHINGTON DC 20016 N/A PC GENERAL SUPPORT 500 UNITED JEWISH FEDERATION OF UTAH 2 MEDICAL DR N SALT LAKE CITY UT 84113 N/A PC GENERAL SUPPORT 5000 127350 0 14 73088 18 172875 0 245963 0 245963 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES AND NANCY WOLF ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 146930 X 1 225 SHARES OF SPDR S&P 500 ETF TRUST (SPY) 146930 2025-10-14 TAX PREPARATION FEES 4240 0 0 1,510.242 SHS TOUCHSTONE SANDS EM GR-Y (TSEGX) 15882 32093 472 SHS VANGUARD MIDCAP (VO) ETF 14476 38029 327 SHS SPDR MIDCAP TRUST SERIES 1 (MDY) 72339 229992 322 SHS ALPS ETF TR (AMLP) 20517 16696 1,424 SHS MSCI EAFE VALUE (EFV) 72482 109007 5,487.805 KOPERNIK INTERNATIONAL FUND (KGIRX) 90000 94720 832.250 BARON DISCOVERY FUND-INST (BDFIX) 32000 32000 702.642 COHEN & STEERS RLTY SHS INC (CSRSX) 50000 51820 580 SHS DIMENSIONAL US SMALL CAP VAL (DFSV) 14150 22498 4000 SHS INVESCO S&P 500 EQUAL WEIGHT (RSP) ETF 537941 851080 164 SHS SPDR S&P 500 ETF TRUST (SPY) 28173 122470 2,005.673 SHS SEAFARER OVERSEAS GROWTH & (SIGIX) 23811 33896 6,148.042 SHS WCM FOCUSED INTL GROWTH-INS (WCMIX) 90372 177002 844.788 SHS VANGUARD ENERGY FUND (VGELX) 79007 88584 3,100 SHS DIMENSIONAL INTERNATIONAL CO (DFAI) 126201 127875 422 SHS DIMENSIONAL US SMALL CAP (DFAS) 30021 34747 970 ISHARES GLOBAL (IGF) INFRASTRUCTURE ETF 57245 64603 FMV ADJ FOR CONTRIBUTED STOCK 108278 INVESTMENT MANAGEMENT FEES 6393 6393 0 BANK CHARGES 28 28 0 CONSULTING FEES 2378 0 0 2025 ESTIMATED PAYMENTS 1000 0 0