2026-09-08T10:01:16-05:00 2026-04-30 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990PF 2025-05-01 256346205 SACHNOFF FAMILY-CHARITABLE FDN SACH 4122365988 PO BOX 185 PITTSBURGH PA 152300185 JUNE GOETTERT VICE PRESIDENT 4122365988 2026-08-27 true DANIEL WALTMAN P01233408 4123556000 2026-08-27 X 2025 X 216571 X 4303 4303 12083 124635 12083 0 16386 16386 4534 2720 1813 0 0 0 0 0 0 0 0 462 0 0 0 0 0 0 0 4996 2720 0 1813 88050 88050 93046 2720 0 89863 -76660 13666 0 -272 -272 7409 2239 2239 0 0 0 248072 177519 214604 255481 179486 216571 0 X 255481 179486 255481 179486 255481 179486 255481 -76660 665 179486 0 179486 402.832 BNY MELLON M/C MULTI-STRATEGY FUND 2024-12-12 2025-11-13 6143 6063 80 80 1556.632 BNY MELLON M/C MULTI-STRATEGY FUND 2005-10-20 2025-11-13 23739 21590 2149 2149 2666.428 BNY MELLON CORP BOND-M 2013-12-20 2025-12-03 33490 33581 -91 -91 3904.907 BNY MELLON INTERMEDIATE BOND FD CL M 2009-05-20 2025-12-03 47484 49434 -1950 -1950 16. ISHARES DJ SELECT DIVIDEND INDEX FD 2021-11-26 2025-12-03 2268 1884 384 384 CAPITAL GAIN DIVIDENDS P 11511 CAPITAL GAIN DIVIDENDS P 11511 CAPITAL GAIN DIVIDENDS P 11511 CAPITAL GAIN DIVIDENDS P 11511 CAPITAL GAIN DIVIDENDS P 11511 12083 190 0 190 0 190 360 0 0 360 0 170 170 0 false false false false false false false true true PA true false false false false true N/A BNY MELLON NA 4122365988 PO BOX 185 PITTSBURGH PA 152300185 false false false false true false false false false false false false false false false false false false false false false false BRUCE SACHNOFF 126 FIELD CLUB ROAD PITTSBURGH PA 15238 CO-TRUSTEE 05 0 BRIAN ANDERSON 2120 NARCISSUS COURT VENICE BEACH CA 90291 CO-TRUSTEE 05 0 BNY MELLON N A PO BOX 185 PITTSBURGH PA 152300185 CO-TRUSTEE 1 4534 NONE 0 NONE 0 247535 5405 0 252940 0 0 252940 3794 249146 12457 12457 190 190 12267 400 12667 0 12667 89863 0 0 0 0 89863 12667 0 0 37810 43857 55026 84375 87237 308305 89863 0 0 0 12667 77196 0 0 385501 0 0 0 0 0 0 37810 347691 43857 55026 84375 87237 77196 NONE NONE X 905 WESA 67 BEDFORD SQUARE PITTSBURGH PA 15203 NONE PC GENERAL OPERATING 400 IMAGINE 1 EAST BROAD ST WESTFIELD NJ 07090 NONE PC GENERAL OPERATING 1000 UNITED WAY OF ALLEGHENY COUNTY ONE SMITHFIELD ST PITTSBURGH PA 152300735 NONE PC GENERAL OPERATING 4000 WQED LEADERSHIP CIRCLE 4802 FIFTH AVENUE PITTSBURGH PA 15213 NONE PC GENERAL OPERATING 5000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD JACKSONVILLE FL 32256 NONE PC GENERAL OPERATING 800 WOMEN'S SHELTER AND CENTER OF GREATER PITTSBURGH PO BOX 9024 PITTSBURGH PA 15224 NONE PC GENERAL OPERATING 750 WESTERN PENNSYLVANIA CONSERVANCY 800 WATERFRONT DR PITTSBURGH PA 15222 NONE PC GENERAL OPERATING 500 UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 200242126 NONE PC GENERAL OPERATING 1000 USO PO BOX 96860 WASHINGTON DC 200777677 NONE PC GENERAL OPERATING 1500 THE NATIONAL TRUST FOR HISTORIC PRESERVATION 2600 VIRGINIA AVENUE NW WASHINGTON DC 20037 NONE PC GENERAL OPERATING 500 THE CHILDREN'S INSTITUTE 1405 SHADY AVENUE PITTSBURGH PA 15217 NONE PC GENERAL OPERATING 600 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 NONE PC GENERAL OPERATING 750 SENATOR JOHN HEINZ HISTORY CENTER HEINZ HISTORY CENTER PITTSBURGH PA 15222 NONE PC GENERAL OPERATING 500 ST MARGARET FOUNDATION 815 FREEPORT ROAD PITTSBURGH PA 15215 NONE PC GENERAL OPERATING 2750 READING IS FUNDAMENTAL 750 FIRST STREET NE WASHINGTON DC 20002 NONE PC GENERAL OPERATING 400 PLANNED PARENTHOOD OF WESTERN PA 933 LIBERTY AVENUE PITTSBURGH PA 15222 NONE PC GENERAL OPERATING 200 PITTSBURGH SYMPHONY 600 PENN AVENUE PITTSBURGH PA 15222 NONE PC GENERAL OPERATING 1000 PITTSBURGH PARKS CONSERVANCY 45 SOUTH 23RD STREET PITTSBURGH PA 15203 NONE PC GENERAL OPERATING 850 PITTSBURGH BALLET THEATRE 2900 LIBERTY AVENUE PITTSBURGH PA 15201 NONE PC GENERAL OPERATING 500 PEOPLE'S OAKLAND 3433 BATES ST 2 PITTSBURGH PA 15213 NONE PC GENERAL OPERATING 400 PARALYZED VETERAN'S OF AMERICA 801 EIGHTEENTH STREET NW WASHINGTON DC 200063517 NONE PC GENERAL OPERATING 650 MARINE TOYS FOR TOTS FDN THE COOPER CENTER TRIANGLE VA 221721776 NONE PC GENERAL OPERATING 500 MAKE-A-WISH GREATER PITTSBURGH THE GULF TOWER PITTSBURGH PA 152191938 NONE PC GENERAL OPERATING 350 JUBILEE ASSOCIATION INC 5323 PENN AVE PITTSBURGH PA 15206 NONE PC GENERAL OPERATING 800 INTERNATIONAL CAMPAIGN FOR TIBET 1825 JEFFERSON PLACE NW WASHINGTON DC DC 20036 NONE PC GENERAL OPERATING 500 HOMELESS CHILDREN'S EDUCATION FUND 1901 CENTRE AVE PITTSBURGH PA 15219 NONE PC GENERAL OPERATING 500 THE SALVATION ARMY 225 WEST MAIN STREET CARNEGIE PA 15106 NONE PC GENERAL OPERATING 5500 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL OPERATING 400 DISABLED AMERICAN VETERANS 3725 ALEXANDRIA PIKE COLD SPRING KY 41076 NONE PC GENERAL OPERATING 750 ANIMAL RESCUE LEAGUE 6926 HAMILTON AVENUE PITTSBURGH PA 15206 NONE PC GENERAL OPERATING 400 CHRON'S AND COLITIS FOUNDATION 733 THIRD AVE NEW YORK NY 10017 NONE PC GENERAL OPERATING 750 CHILDRENS HOSPITAL OF PITTSBURGH FDN 4401 PENN AVE PITTSBURGH PA 15224 NONE PC GENERAL OPERATING 850 ASPCA 424 E 92ND ST NEW YORK NY 101286804 NONE PC GENERAL OPERATING 400 AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE ARLINGTON VA 22202 NONE PC GENERAL OPERATING 500 ALZHEIMER'S ASSOCIATION 322 EIGHTH AVENUE NEW YORK NY 10001 NONE PC GENERAL OPERATING 400 JEWISH FEDERATION OF GREATER PGH 2000 TECHNOLOGY DR PITTSBURGH PA 15219 NONE PC GENERAL OPERATING 10000 HABITAT FOR HUMANITY INTERNATIONAL 322 WEST LAMAR STREET AMERICUS GA 317093543 NONE PC GENERAL OPERATING 450 GUIDE DOG FOUNDATION FOR THE BLIND 371 E JERICHO TURNPIKE SMITHTOWN NY 117872976 NONE PC GENERAL OPERATING 400 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN ST DUQUESNE PA 15510 NONE PC GENERAL OPERATING 5000 GOODWILL OF SOUTHWESTERN PA ROBERT S FOLTZ BUILDING PITTSBURGH PA 15201 NONE PC GENERAL OPERATING 750 FINCA 1201 15TH ST NW WASHINGTON DC 20005 NONE PC GENERAL OPERATING 400 FOX CHAPEL BOROUGH FIRE DEPARTMENT 401 FOX CHAPEL ROAD PITTSBURGH PA 15238 NONE PC GENERAL OPERATING 500 FEEDING AMERICA 35 EAST WACKER DRIVE CHICAGO IL 60601 NONE PC GENERAL OPERATING 2500 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE BETHESDA MD 20814 NONE PC GENERAL OPERATING 650 CHILDREN'S MUSEUM OF PITTSBURGH 10 CHILDRENS WAY PITTSBURGH PA 15212 NONE PC GENERAL OPERATING 850 CARNEGIE INSTITUTE 4400 FORBES AVENUE PITTSBURGH PA 15213 NONE PC GENERAL OPERATING 6500 ARTHRITIS FOUNDATION 1355 PEACHTREE ST NE ATLANTA GA 30309 NONE PC GENERAL OPERATING 600 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PC GENERAL OPERATING 2000 AMERICAN RED CROSS 2801 LIBERTY AVENUE PITTSBURGH PA 15222 NONE PC GENERAL OPERATING 4000 AMERICAN PARKINSON DISEASE ASSOCIATION 135 PARKINSON AVENUE STATEN ISLAND NY 10305 NONE PC GENERAL OPERATING 800 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC GENERAL OPERATING 500 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 NONE PC GENERAL OPERATING 500 RECOVERY INTERNATIONAL 1415 W 22ND ST TOWER FLOOR OAKBROOK IL 60523 NONE PC GENERAL OPERATING 15000 88050 14 4303 18 12083 16386 16386 false false false false false false false false false false 05569M509 BNY MELLON MID CAP S 05569M368 BNY MELLON CORP BOND 05569M814 BNY MELLON INTERMEDI 367829884 GATEWAY TR AT COST 13659 21242 05588F501 BNYM LARGE CAP GROWT AT COST 78149 73051 464287168 ISHARES DJ SELECT DI AT COST 4005 5286 464287200 ISHARES CORE S&P 500 AT COST 51735 81594 464287499 ISHARES TR RUSSELL M AT COST 15182 16694 464287507 ISHARES CORE S&P MID AT COST 14789 16737 MUTUAL FUND TIMING ADJ 262 RECOVERY OF GRANTS PAID 400 ROUNDING 3 FEDERAL TAX PAYMENT - PRIOR YE 102 0 0 FEDERAL ESTIMATES - PRINCIPAL 360 0 0