2026-08-31T13:50:04-07:00 2026-04-30 REBECCA SPIEGEL 2306 SHADY AVE PITTSBURGH PA 15217 990PF 2025-05-01 201109879 BEATRICE S SCHUTTE FOUNDATION MICHAEL H SAMUELS CO-TRUSTEE BEAT 4128481632 1 GRAHAM COURT PITTSBURGH PA 15232 YETTA SPEISER CO-TRUSTEE 4128481632 2026-08-11 REBECCA SPIEGEL P00345508 4124213213 2026-08-31 X 2025 X 353158 X X 10798 10798 10798 2271 45303 2271 0 0 13069 13069 10798 0 775 775 775 0 292 103 103 0 3246 3246 3246 4313 4124 4124 0 15000 15000 19313 4124 4124 15000 -6244 8945 6674 2285 21663 21663 0 0 44658 57539 61671 0 0 0 0 1666 1649 536 180229 141743 269288 0 0 0 0 228838 222594 353158 0 0 0 0 0 X 228838 222594 228838 222594 228838 222594 228838 -6244 222594 222594 ISHARES MSCI EAFE ETF P 2023-06-15 2025-05-07 11039 0 7883 3156 0 0 0 3156 AT&T P 2023-06-15 2025-07-24 5499 0 3432 2067 0 0 0 2067 VANGUARD LARGE CAP P 2023-06-15 2025-08-13 2965 0 779 2186 0 0 0 2186 WARNER BROS DISCOVERY INC P 2023-06-15 2025-12-08 1220 0 1040 180 0 0 0 180 WESTERN ASSET CORE PLUS P 2023-06-15 2026-01-29 24559 0 29898 -5339 0 0 0 -5339 LEHMAN BROTHERS P 2023-05-01 2025-10-02 21 0 0 21 0 0 0 21 2271 124 0 124 0 124 124 124 0 0 false false false false false false false true true PA true false false false false true N/A MICHAEL H SAMUELS 4128481632 1 GRAHAM COURT PITTSBURGH PA 15232 false false false false false false false false false false false false false false false false false false false false JEFFREY FREEDMAN 203 CLOVER ST PITTSBURGH PA 15210 TRUSTEE 1.00 0 0 0 MICHAEL H SAMUELS 1 GRAHAM COURT PITTSBURGH PA 15232 TRUSTEE 1.00 0 0 0 DETRA PIVIROTTO 2316 LINDALE COURT IRWIN PA 15642 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 318807 11974 0 330781 0 330781 4962 325819 16291 16291 124 124 16167 16167 16167 15000 0 15000 16167 634 0 724 1209 369 2936 15000 0 15000 0 2936 0 0 0 1167 634 2302 0 724 1209 369 0 NONE NONE X UNITED JEWISH FEDERATION 200 TECHNOLOGY DRIVE PITTSBURGH PA 15219 PC CHARITABLE 2500 SHRINERS HOSPITAL FOR CHILDREN 2211 N OAK PARK AVE CHICAGO IL 60707 PC CHARITABLE 4500 JEWISH CEMETARIES AND BURIAL ASSOC PO BOX 81863 PITTSBURGH PA 15217 PC CHARITABLE 2500 SQUIRREL HILL COMMUNITY FOOD PANTRY 828 HAZELWOOD AVE PITTSBURGH PA 15217 PC CHARITABLE 2000 JEWISH RESIDENTIAL SERVICES 2609 MURRAY AVE 201 PITTSBURGH PA 15217 PC CHARITABLE 1000 BET TIKVAH 4905 FIFTH AVE PITTSBURGH PA 15213 PC CHARITABLE 1000 PITTSBURGH JEWISH CHRONICLE 5915 BEACON ST PITTSBURGH PA 15217 PC CHARITABLE 1500 15000 10798 2271 13069 13069 1 FOUNDATION ONLY MAKES CONTRIBUTIONS TO APPROVED CHARITABLE ORGANIZATIONS. false false false false false false false false false false SEARS HOLDINGS 0 0 LEHMAN BROTHERS 0 0 AMERICAN INTERNATIONAL INDUSTRIES 3100 0 REFOCUS GROUP INC. 0 0 AFRICA GROWTH CORP 0 0 GLOBAL NET LEASE 4327 3824 AT&T 0 0 WARNER BROTHERS 0 0 JP MORGAN EXCHANGE TRADED EQUITY PREMIUM 9058 9502 JP MORGAN EXCHANGE TRADED NASDAQ 6327 8891 VERIZON COMMUNICATIONS 7400 9606 ENBRIDGE INC 6308 8313 AXIL BRANDS INC 9977 10110 DAXOR CORPOATION 5301 7560 NUTRIBAND 5741 3865 MASTER ASSET SECURITIZATION 1298 1282 CITIGROUP MORTGAGE 2000 1812 WAMU MORTGAGE 2004 RSI 1000 1005 ISHARES MSCI EAFE 19167 30696 ISHARES INTERMEDIATE CREDIT BOND 15185 14921 VANGUARD DIVIDEND APPRECIATION 8073 25387 VANGUARD RUSSELL 2000 INDEX 2918 7864 VANGUARD MIDCAP 7519 22575 VANGUARD LARGECAP 15269 62767 VANGUARD REIT 8649 11656 WESTERN ASSET CORE BOND FUND 0 0 FIRST TRUST EXCHANGE TRADED DORSEY 8543 26704 ISHARES MSCI EMERGING MARKETS 12971 20029 JP MORGAN BOND OPPORTUNITIES 7750 7385 FIRST TRUST EXCHANGE TRADED BOND OPPORTUNITIES 10233 9970 ALPS ALERIAN MLP 14437 18942 PIMCO DYNAMIC INCOME FUND 6731 6293 INVESTMENT FEES 3246 3246 3246 FEDERAL TAXES 189 FOREIGN TAXES 103 103 103