2026-08-26T11:58:47-05:00 2025-12-31 251637458 LOUIS PLUNG & COMPANY LLP 20 STANWIX ST SUITE 901 PITTSBURGH PA 15222 990PF 2025-01-01 251795161 PHILLIP H WIMMER AND BETTY L WIMMER FAMILY FOUNDATION PHIL 4122811119 1806 FRICK BUILDING PITTSBURGH PA 15219 SAMUEL P KAMIN TRUSTEE 4122815227 2026-08-19 1 LOUIS PLUNG P00323233 4122818771 2026-08-19 2025 2025-03-06 01:10:19Z X 4961237 X X 200127 200127 46910 145455 46910 3000 3000 250037 250037 0 0 0 27801 13901 13900 19000 10000 9000 24424 24424 0 2850 0 0 74075 48325 22900 264000 264000 338075 48325 286900 -88038 201712 77433 69358 69358 375000 375000 375000 5098 0 0 2736789 2755435 3486138 1197815 1104304 1030741 4392135 4304097 4961237 0 0 X 6204648 6204895 0 0 -1812513 -1900798 4392135 4304097 4392135 4304097 4392135 -88038 0 4304097 0 4304097 BELL SOUTH TELECOMMUNICATIONS 7% 10/1/2025 P 2002-02-20 2025-10-01 65000 66716 -1716 -1716 IBM CORP 7% 10/30/2025 P 2001-12-17 2025-10-31 25000 26731 -1731 -1731 NEW JERSEY ECON DEV AUTH 5.8% 4/1/2025 P 2003-04-15 2025-04-01 5000 5098 -98 -98 CAPITAL GAINS DIVIDENDS P 50455 50455 50455 46910 2804 0 2804 0 2804 2440 0 0 0 2440 0 364 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A SAMUEL P KAMIN ESQ 4122811119 1806 FRICK BUILDING PITTSBURGH PA 15219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAMUEL P KAMIN 1806 FRICK BUILDING PITTSBURGH PA 15219 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 4448200 497445 0 4945645 0 0 4945645 74185 4871460 243573 243573 2804 2804 240769 0 240769 0 240769 286900 0 286900 240769 187490 0 0 286900 187490 0 0 99410 0 0 0 0 0 0 0 0 141359 0 0 0 X 412 GIVES BACK 262 EDDIE LEWIS DR WEXFORD PA 15090 PC CHARITABLE 10000 CARNEGIE MELLON UNIVERSITY 5000 FORBES AVE PITTSBURGH PA 15213 PC CHARITABLE 10000 CARNEGIE MUSEUMS OF PITTSBURGH 4400 FORBES AVE PITTSBURGH PA 15213 PC CHARITABLE 6000 CITY OF ALIQUIPPA 581 FRANKLIN AVE ALIQUIPPA PA 15001 PC CHARITABLE 5000 CLASSROOMS WITHOUT BORDERS 2000 TECHNOLOGY DRIVE PITTSBURGH PA 15219 PC CHARITABLE 15000 COMMUNITY DAY SCHOOL 6424 FORWARD AVE PITTSBURGH PA 15217 PC CHARITABLE 5000 DUQUESNE UNIVERSITY 508 ADMINISTRATION BUILDING PITTSBURGH PA 15262 PC CHARITABLE 50000 FERN HOLLOW NATURE CENTER 1901 GLEN MITCHELL RD PO BOX 8 SEWICKLEY PA 15143 PC CHARITABLE 2500 FRIENDSHIP CIRCLE 1922 MURRAY AVE PITTSBURGH PA 15217 PC CHARITABLE 5000 JCC OF GREATER PITTSBURGH 5738 FORBES AVE PITTSBURGH PA 15217 PC CHARITABLE 12500 JEWISH FAMILY & CHILDREN'S SERVICE 5743 BARTLETT ST PITTSBURGH PA 15217 PC CHARITABLE 5000 JEWISH FEDERATION OF GREATER PITTSBURGH 2000 TECHNOLOGY DRIVE PITTSBURGH PA 15219 PC CHARITABLE 50000 MIAMI WATERKEEPER 2121 PONCE DE LEON DR SUITE 230 CORAL GABLES FL 33134 PC CHARITABLE 5000 NATIONAL MS SOCIETY WESTERN PA 1501 REEDSDALE ST SUITE 105 PITTSBURGH PA 15233 PC CHARITABLE 10000 NUCCI-FINNY SCHOLARSHIP FUND 140 MIDWAY DR MCKEES ROCKS PA 15136 PC CHARITABLE 1000 PARKINSON CHAPTER OF WESTERN PA 575 LINCOLN AVE BELLEVUE PA 15202 PC CHARITABLE 1500 POINT PARK UNIVERSITY 201 WOOD ST PITTSBURGH PA 15222 PC CHARITABLE 5000 PROJECT DESTINY INC 2200 CALIFORNIA AVE PITTSBURGH PA 15212 PC CHARITABLE 5000 RODEF SHALOM CONGREGATION 4905 FIFTH AVE PITTSBURGH PA 15213 PC CHARITABLE 1000 SHADY SIDE ACADEMY 423 FOX CHAPEL ROAD PITTSBURGH PA 15238 PC CHARITABLE 50000 THE BRANCH INC 2609 MURRRAY AVE SUITE 201 PITTSBURGH PA 15217 PC CHARITABLE 2000 THE LARIMER CONSENSUS GROUP 200 LARIMER AVE PITTSBURGH PA 15206 PC CHARITABLE 1500 UPMC DEPARTMENT OF UROLOGY 200 LOTHROP STREET PITTSBURGH PA 152139904 PC CHARITABLE 2500 UPMC HILLMAN CANCER CENTER 5115 CENTRE AVE FL 3 PITTSBURGH PA 15232 PC CHARITABLE 2500 YESHIVA SCHOOLS OF PITTSBURGH 2100 WIGHTMAN ST PITTSBURGH PA 15217 PC CHARITABLE 1000 264000 0 14 200127 14 3000 18 46910 0 250037 0 250037 0 0 0 0 0 0 0 0 0 0 ACCOUNTING SERVICES 1000 1000 0 TAX RETURN PREPARATION 18000 9000 9000 ALUMINUM CO OF AMERICA 6.75% 01/15/28 25000 SHARES 26052 26302 BELL ATLANTIC PA 6% 12/1/2028 74000 SHARES 72074 76481 BELL TEL CO 8.75% 8/15/2031 65000 SHARES 44014 41392 CATERPILLAR INC 6.625% 7/15/2028 35000 SHARES 35457 36977 CONOCOPHILLIPS 5.9% 10/15/2032 50000 SHARES 50847 54200 DEERE AND CO. 6.55% 10/1/2028 35000 SHARES 35669 36957 DOMINION ENERGY INC 6.3% 3/15/2033 25000 SHARES 25671 27180 DOW CHEMICAL CO 7.375% 11/1/2029 50000 SHARES 55991 55119 GOLDMAN SACHS GROUP 6.125% 2/15/2033 50000 SHARES 49948 54731 GTE CORP 6.94% 4/15/2028 45000 SHARES 45244 47509 GTE SOUTHWEST INC 8.5% 11/15/2031 60000 SHARES 72957 67200 HARTFORD LIFE 7.375% 3/1/2031 50000 SHARES 52810 50902 INDIANA BELL TEL INC 7.3% 8/15/2026 35000 SHARES 37938 35599 KRAFT HEINZ FOOD CO 6.375% 7/15/2028 45000 SHARES 44740 47043 LEHMAN BROS HLDGS INC 5.75% 11/25/2023 20000 SHARES 10061 28 LEHMAN BROS HLDGS INC 5.75% 3/27/2023 40000 SHARES 22425 60 MBIA INC 5.7% 12/1/2034 40000 SHARES 39862 36800 MBIA INC 6.625% 10/1/2028 40000 SHARES 40115 39700 MINNESOTA MNG & MFG CO 6.375% 2/15/2028 50000 SHARES 50507 52043 MONDELEZ INTL INC NOTE M/W CLBL 6.5% 11/01/2031 25000 SHARES 25670 27496 NEW JERSEY BELL TEL 7.85% 11/15/2029 25000 SHARES 27687 27753 PACIFIC BELL 7.125% 3/15/2026 60000 SHARES 66789 60248 SEARS ROEBUCK ACCEPTANCE 6.5% 12/1/2028 50000 SHARES 46489 767 SLM INC 5.7% 3/15/2029 25000 SHARES 25013 24116 SLM INC 5.7% 3/15/2030 50000 SHARES 50000 47263 WALT DISNEY CO 7% 3/1/2032 50000 SHARES 50274 56875 BLACKROCK EQUITY DIVIDEND FUND A 8488.094 SHARES 150000 175873 DOUBLELINE INCOME SOLUTIONS 3000 SHARES 61632 33810 DOUBLELINE LOW DURATION BOND FUND I 9782.387 SHARES 100000 94596 DOUBLELINE TOTAL RETURN BOND I 26246.597 SHARES 290000 234120 EATON VANCE FLOATING RATE FUND A 11273.983 SHARES 74619 94250 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND 10650.564 SHARES 105000 96920 FIDELITY ADVISOR NEW INSIGHTS FUND A 8169.339 SHARES 150000 376035 GENERAL MOTORS COMMON 886 SHARES 25159 72050 GUGGENHEIM FLOATING RATE STRAT P 5734.773 SHARES 154678 144258 INVESCO EMERGING MARKETS 2000 SHARES 52061 43320 ISHARES JP MORGAN USD 500 SHARES 52684 48140 ISHARES SELECT DIVIDEND INDEX FUND 2000 SHARES 108225 282280 ISHARES TRUST CORE US AGGBD ETF 1250 SHARES 143395 124850 LOOMIS SAYLES INVESTMENT GRADE BOND FUND Y 13646.145 SHARES 136975 135097 NATIXIS GATEWAY FUND CL Y 8603.028 SHARES 238023 441209 PIMCO TOTAL RETURN FUND A 5198.985 SHARES 184376 160482 SPDR S&P 500 ETF 675 SHARES 305939 460296 TCW TOTAL RETURN BOND FUND B 33993.896 SHARES 319815 265832 VANGUARD TOTAL BOND MARKET ETF 700 SHARES 53935 51849 VANGUARD TOTAL STOCK MARKET ETF 450 SHARES 48919 150871 LEGAL FEES 27765 13883 13882 BANK FEES 36 18 18 MISCELLANEOUS INCOME 2936 2936 2936 CASH LIQUIDATIONS 64 64 64 INVESTMENT MANAGEMENT FEES 24424 24424 0 PRIVATE FOUNDATION TAX 2850 0 0