2024-06-12T07:34:12-05:00 2023-12-31 205890953 MOCK BOSCO & ASSOCIATES PC 900 WASHINGTON AVENUE CARNEGIE PA 15106 990PF 2023-01-01 387011787 THE BRUCE AND BARBARA WIEGAND FAMILY FOUNDATION BRUC 4122765700 94 HOODRIDGE DRIVE PITTSBURGH PA 15228 BRUCE WIEGAND TRUSTEE 4122765700 2024-05-02 1 BRUCE WIEGAND 999009999 0 CHARLES N BOSCO P00447726 4122765700 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3700220 X 515584 10957 10957 42347 42347 41362 626350 41362 610250 94666 0 0 0 13415 13415 0 17784 17784 0 511 511 0 2660 1330 0 432 0 0 34802 33040 0 793322 793322 828124 33040 793322 -217874 61626 91323 247440 247440 2826329 3363412 3363412 491490 2248 2248 88080 87120 87120 3497222 3700220 3700220 0 0 X 0 0 0 0 3497222 3700220 3497222 3700220 3497222 3700220 3497222 -217874 420872 3700220 0 3700220 PUBLICALLY TRADED SECURITIES 21874 22238 -364 -364 PUBLICALLY TRADED SECURITIES 432 494 -62 -62 PUBLICALLY TRADED SECURITIES 590682 562256 28426 28426 CAPITAL GAINS DIVIDENDS P 13362 13362 13362 41362 857 0 857 0 857 9711 0 0 0 9711 0 8854 8854 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A BRUCE WIEGAND 4122765700 94 HOODRIDGE DRIVE PITTSBURGH PA 15228 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE WIEGAND 3820 GORDON DR NAPLES FL 341027961 TRUSTEE 1.00 0 0 0 BARBARA M WIEGAND 3820 GORDON DR NAPLES FL 341027961 TRUSTEE 1.00 0 0 0 BRUCE PHILLIPS WIEGAND 9 ELLERY LANE WESTPORT CT 06880 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3487972 0 0 3487972 0 0 3487972 52320 3435652 171783 171783 857 857 170926 0 170926 0 170926 793322 0 793322 170926 0 0 284974 477612 627153 720628 630499 2740866 793322 0 0 0 170926 622396 0 0 3363262 0 0 0 0 0 0 284974 3078288 477612 627153 720628 630499 622396 BRUCE WIEGAND BARBARA M WIEGAND X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 3000 ARTIS-NAPLES INC 5833 PELICAN BAY BLVD NAPLES FL 341082740 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 28250 BLIND AND VISION REHABILITATION SERVICES OF PITTSBURGH 1800 W ST 1 HOMESTEAD PA 15120 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 3000 CARE INC P O BOX 7039 MERRIFIELD VA 22116 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 5000 CARNEGIE MUSEUMS OF PITTSBURGH 4400 FORBES AVENUE PITTSBURGH PA 15213 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 5317 CHATHAM BAROQUE 315 SHADY AVENUE PITTSBURGH PA 15206 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 5000 CHILDREN'S HOSPITAL OF PITTSBURGH FDN ONE CHILDRENS HOSPITAL DRIVE PITTSBURGH PA 15224 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 2000 CITY THEATRE COMPANY INC 1300 BINGHAM ST PITTSBURGH PA 15203 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 1500 COMMUNITY FOUNDATION OF WESTMORELAND CTY 951 OLD SALEM ROAD GREENSBURG PA 15601 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 4000 DUQUESNE CLUB CHARITABLE FOUNDATION 325 6TH AVE PITTSBURGH PA 15222 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 500 EYE & EAR FOUNDATION OF PITTSBURGH 203 LOTHROP STREET STE 251 PITTSBURGH PA 15213 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 3000 EYE & EAR FOUNDATION OF PITTSBURGH 203 LOTHROP STREET STE 251 PITTSBURGH PA 15213 501(C)3 RESEARCH FELLOWSHIP IN OPHTHALMOLOGY 350000 FAMILY GUIDANCE 307 DUFF ROAD SEWICKLEY PA 15143 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 3000 FRIENDS OF HARVARD TENNIS 65 NORTH HARVARD ST BOSTON MA 02163 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 2000 FRIENDS OF MT LEBANON LIBRARY 16 CASTLE SHANNON BLVD PITTSBURGH PA 15228 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 GRACE PLACE FOR CHILDREN AND FAMILIES INC P O BOX 990531 NAPLES FL 34116 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 2000 HABITAT FOR HUMANITY OF GREATER PITTSBURGH 212 YOST BOULEVARD PITTSBURGH PA 15221 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 HEINZ HISTORY CENTER 1212 SMALLMAN STREET PITTSBURGH PA 15222 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 10634 HUMAN COALITION 7800 N DALLAS PARKWAY PLANO TX 75024 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 2000 KID'S VOICE 437 GRANT ST STE 700 PITTSBURGH PA 15219 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 2000 LIGHT OF LIFE RESCUE MISSION 915 WESTERN AVENUE PITTSBURGH PA 15233 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 10312 LITTLE LAKE THEATRE COMPANY 500 LAKESIDE DRIVE CANONSBURG PA 15317 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 500 MAGEE-WOMEN'S RESEARCH INSTITUTE AND FOUNDATION 204 CRAFT AVENUE PITTSBURGH PA 15213 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 3000 MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVE WHITE PLAINS NY 10605 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 MEDICAL RESCUE TEAM SOUTH 315 CYPRESS WAY PITTSBURGH PA 15228 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 500 MONTOUR TRAIL COUNCIL 304 HICKMAN ST STE 3 BRIDGEVILLE PA 15017 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 MT LEBANON POLICE ASSN 555 WASHINGTON RD LEVEL B PITTSBURGH PA 15228 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 500 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DRIVE NAPLES FL 34112 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1500 OUR CLUB HOUSE 2816 SMALLMAN STREET PITTSBURGH PA 15222 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 2000 PHIPPS CONSERVATORY AND BOTANICAL GARDENS 1 SCHENLEY DRIVE PITTSBURGH PA 15213 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 4351 PITTSBURGH ACTION AGAINST RAPE 81 SOUTH 19TH ST PITTSBURGH PA 15203 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 PITTSBURGH CULTURAL TRUST 803 LIBERTY AVENUE PITTSBURGH PA 15222 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 3000 PITTSBURGH CULTURAL TRUST 803 LIBERTY AVENUE PITTSBURGH PA 15222 501(C)3 CAPITAL CAMPAIGN TO FURTHER CHARITABLE PURPOSE 250000 PITTSBURGH PARKS CONSERVANCY 2000 TECHNOLOGY DRIVE 200 PITTSBURGH PA 15219 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 3000 PITTSBURGH PUBLIC THEATRE 621 PENN AVENUE PITTSBURGH PA 15222 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 2000 PITTSBURGH SYMPHONY 600 PENN AVENUE PITTSBURGH PA 15222 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 5400 PITTSBURGH ZOOLOGICAL SOCIETY 7340 BUTLER STREET PITTSBURGH PA 15206 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 4000 SALVATION ARMY 6017 BROAD STREET PITTSBURGH PA 15206 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 5317 STEEL CITY SQUASH 140 ALLEQUIPPA ST PITTSBURGH PA 15261 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 2000 THE CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSES 10000 THE EVERGLADES FOUNDATION 18001 OLD CUTLER ROAD STE 625 PALMETTO BAY FL 33157 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 7500 THE NAPLES PLAYERS 701 5TH AVENUE SOUTH NAPLES FL 34102 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 2000 THE PITTSBURGH PROJECT 2801 N CHARLES ST PITTSBURGH PA 15214 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 2000 UNIVERSITY OF PITTSBURGH CANCER INSTITUTE 5150 CENTRE AVENUE PITTSBURGH PA 15232 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 UNIVERSITY OF PITTSBURGH SCHOOL OF LAW 3900 FORBES AVENUE PITTSBURGH PA 15260 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 VOLUNTEER FIRE CO OF MT LEBANON 555 WASHINGTON RD PITTSBURGH PA 15228 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 500 WESTERN PA SCHOOL FOR BLIND 201 N BELLEFIELD AVE PITTSBURGH PA 15213 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 3000 WESTERN PENNSYLVANIA CONSERVANCY 800 WATERFRONT DRIVE PITTSBURGH PA 15222 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 WHEATON COLLEGE 501 COLLEGE AVENUE WHEATON IL 60187 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 25741 WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA 100 WEST STATION SQUARE DRIVE SUITE 315 PITTSBURGH PA 15219 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 WOMEN'S CENTER & SHELTER OF GREATER PGH P O BOX 9024 PITTSBURGH PA 15224 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 2000 WQED MULTIMEDIAL 4802 FIFTH AVENUE PITTSBURGH PA 15213 501(C)3 GENERAL OPERATING FUND TO FURTHER CHARITABLE PURPOSE 1000 793322 0 14 10957 14 42347 18 41362 0 94666 0 94666 0 0 0 0 0 0 0 0 0 0 X X 1 BRUCE WIEGAND 3820 GORDON DR NAPLES FL 341027961 100000 X 2 BRUCE WIEGAND 3820 GORDON DR NAPLES FL 341027961 415584 X 2 5,000 SHARES OF FORTREA HOLDINGS, INC COMMON STOCK480 SHARES OF THERMO FISHER SCIENTIFIC INC STOCK 415584 2023-07-17 ACCOUNTING FEES 13415 13415 0 BLACKROCK STRATEGIC INCOME 2248 2248 AMER FNDS INTL VNTG-F2 130328 130328 COHEN & STEERS REALTY FUND 184037 184037 DELAWARE SMALL CAP CORE 382843 382843 GLOBAL X AUTONOMOUS&ELEC-E 22598 22598 GLOBAL X CLOUD COMPUTING 18015 18015 GLOBAL X CYBERSECURITY 13629 13629 GLOBAL X FINTECH THEMATIC ET 29610 29610 GLOBAL X INTERNET OF THINGS 30119 30119 GLOBAL X LITHIUM & BATTERY 15842 15842 GLOBAL X ROBOTICS & AFTIFI 32119 32119 GLOBAL X SOCIAL MEDIA INDEX 22769 22769 GLOBAL X VIDEO GAMES 13332 13332 HESS CORPORATION 72080 72080 ISHARES CORE S&P SMALL CAP 152091 152091 ISHARES S&P GLOBAL CLEAN ENERGY 82365 82365 ISHARES SELECT DIVIDEND 193413 193413 JPMORGAN LARGE CAP GROWTH FUND 1126569 1126569 LAZARD GLOBAL LISTED INFRASTRU 221060 221060 SPDR S&P BIOTECH 196706 196706 VANGUARD DIVIDEND APPREC 345912 345912 ISHARES PREFERRED & INCOME 77975 77975 ISHARES SILVER TRUST FMV 87120 87120 ETF FEES 432 0 0 CHANGE IN F.M.V. OF ASSETS 420872 INVESTMENT MANAGEMENT 17784 17784 0 FOREIGN TAX W/H ON DIVIDENDS 511 511 0