2024-06-28T13:13:40-05:00 2023-12-31 251754607 KINOL SHARIE LEYH & ASSOCIATES 3740 MOUNT ROYAL BOULEVARD ALLISON PARK PA 151013525 990PF 2023-01-01 232903074 THE PEIRCE FAMILY FOUNDATION INC PEIR 4122817229 707 GRANT STREET 125 PITTSBURGH PA 152191919 ROBERT PEIRCE JR PRESIDENT 4122817229 2024-06-28 1 ROBERT PEIRCE JR 999009999 0 THOMAS GOLDEN P00192993 4124869250 2024-06-28 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 22730282 X 1832571 41051 41051 41051 420021 420021 420021 125551 4676123 125551 112756 112756 112756 2531950 699379 573828 0 0 0 0 9020 9020 9020 0 253950 253950 253950 0 262970 262970 262970 0 2178294 2178294 2441264 262970 262970 2178294 90686 436409 310858 50262 1213227 1192985 329348 37794 37794 218915 216325 216325 13136 22070 22070 2262211 2756910 2573071 14799160 14713851 17343844 960908 589536 542777 1644218 813065 801416 20278158 20362778 22730282 0 0 X 20278158 20362778 20278158 20362778 20278158 20362778 20278158 90686 0 20368844 6066 20362778 PUBLIC SECURITIES - STATEMENT A 2023-01-01 2023-12-31 3960836 3776291 184545 184545 PUBLIC SECURITIES - STATEMENT B 2023-01-01 2023-12-31 715287 733209 -17922 -17922 MCVEAN FUTURES TRADING P 2023-01-01 2023-12-31 3397 -3397 -3397 CAMPBELL SECURITIES K-1 P 2023-01-01 2023-12-31 37675 -37675 -37675 125551 -21319 6066 0 6066 0 6066 18236 0 15000 0 33236 0 27170 27170 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A ROBERT N PEIRCE JR 4122817229 2500 GULF TOWER 707 GRANT STREET PITTSBURGH PA 152191919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT N PEIRCE JR 104 FAIRACRES DRIVE SEWICKLEY PA 15143 PRESIDENT 5.00 0 0 0 JOAN PEIRCE 104 FAIRACRES DRIVE SEWICKLEY PA 15143 SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 20234953 730592 238396 21203941 0 0 21203941 318059 20885882 1044294 1044294 6066 6066 1038228 0 1038228 0 1038228 2178294 0 2178294 1038228 0 0 383433 387037 1525215 530690 622595 3448970 2178294 0 0 0 1038228 1140066 0 0 4589036 0 0 0 0 0 0 383433 4205603 387037 1525215 530690 622595 1140066 ROBERT N PEIRCE JR JOAN PEIRCE ROBERT N PEIRCE JR 2500 GULF TOWER 707 GRANT STREET PITTSBURGH PA 152191919 4122817229 ALL APPLICATIONS MUST BE IN WRITING AND INCLUDE THE FOLLOWING INFORMATION AND ATTACHMENTS: 1. NAME AND ADDRESS OF PROPOSED RECIPIENT. 2. PURPOSE AND NATURE OF REQUEST. 3. AMOUNT REQUESTED. 4. EXEMPTION LETTER. 5. BACKGROUND INFORMATION REGARDING ORGANIZATION REQUESTING A CONTRIBUTION. NONE NONE ALEPPO TOWNSHIP VFC INC PO BOX 108 SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 100 BOROUGH OF SEWICKLEY HEIGHTS 238 COUNTRY CLUB ROAD SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 300 BROTHERS BROTHER 1200 GALVESTON AVENUE PITTSBURGH PA 15223 NONE CHARITABLE CONTRIBUTION 75000 CARNEGIE SCIENCE CENTER 4400 FORBES AVENUE PITTSBURGH PA 15213 NONE CHARITABLE CONTRIBUTION 3500 DUQUESNE UNIVERSITY SCHOOL OF LAW 411 ADMINISTRATION BLVD PITTSBURGH PA 15282 NONE CHARITABLE CONTRIBUTION 558348 ENVIRONMENTAL LEARNING CENTER 5200 FREEPORT ROAD NATRONA HEIGHTS PA 15065 NONE CHARITABLE CONTRIBUTION 3000 FERN HOLLOW NATURE CENTER 264 GLEN MITCHELL ROAD SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 350 FOLDS OF HONOR FOUNDATION DEPARTMENT 13 TULAS OK 74182 NONE CHARITABLE CONTRIBUTION 4000 HERITAGE VALLEY SEWICKLEY FOUNDATION 402 ROUSER ROAD MOON TOWNSHIP PA 15108 NONE CHARITABLE CONTRIBUTION 1000 HOPE FOR FAMILIES CENTER 720 4TH STREET VERO BEACH FL 32962 NONE CHARITABLE CONTRIBUTION 4000 INDIAN RIVER VOLUNTEER AMBULANCE PO BOX 2240 VERO BEACH FL 32961 NONE CHARITABLE CONTRIBUTION 100 INTERNATIONAL DYSLEXIA ASSOCIATION OF PENNSYLVANIA 116 GAY STREET PHOENIXVILLE PA 19460 NONE CHARITABLE CONTRIBUTION 6600 LAUGHLIN CHILDRENS CENTER 424 FREDERICK AVENUE SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 150000 LEARNING DISABILITIES ASSOCIATION OF AMERICA 4068 MOUNT ROYAL BOULEVARD ALLISON PARK PA 15101 NONE CHARITABLE CONTRIBUTION 38075 MANCHESTER BIDWELL 1815 METROPOLITAN STREET PITTSBURGH PA 15233 NONE CHARITABLE CONTRIBUTION 25000 MCKEE BOTANICAL GARDEN 350 US-1 VERO BEACH FL 32962 NONE CHARITABLE CONTRIBUTION 100 OCEAN RESEARCH & CONSERVATION ASSOCIATION 485 LABELLA VISTA WAY FREELAND WA 98249 NONE CHARITABLE CONTRIBUTION 5500 PARTNERS IN HEALTH - LIBERIA 800 BOYLSTON STREET BOSTON MA 02199 NONE CHARITABLE CONTRIBUTION 25000 PHIPPS CONSERVATORY & BOTANICAL GARDEN ONE SCHENLEY DRIVE PITTSBURGH PA 15213 NONE CHARITABLE CONTRIBUTION 2086 PITTSBURGH BOTANIC GARDEN 799 PINKERTON RUN RD PITTSBURGH PA 15071 NONE CHARITABLE CONTIRBUTION 200260 PITTSBURGH CULTURAL TRUST SUITE 500 125 7TH STREET PITTSBURGH PA 15222 NONE CHARITABLE CONTRIBUTION 201500 PITTSBURGH NEW CHURCH SCHOOL FOR CHILDREN WITH DYSLEXIA 299 LE ROI ROAD PITTSBURGH PA 15208 NONE CHARITABLE CONTRIBUTION 165000 PITTSBURGH SYMPHONY 600 PENN AVENUE PITTSBURGH PA 15222 NONE CHARITABLE CONTRIBUTION 73500 QUAKER VALLEY AMBULANCE AUTHORITY 3550 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 NONE CHARITABLE CONTRIBUTION 100 QUAKER VALLEY EDUCATION FOUNDATION PO BOX 388 SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 1000 ROBERT MORRIS UNIVERSITY 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 NONE CHARITABLE CONTRIBUTION 360450 SEA OAKS CHARITABLE EVENTS 8850 N SEA OAKS WAY VERO BEACH FL 32963 NONE CHARITABLE CONTRIBUTION 200 SEWICKLEY PUBLIC LIBRARY 500 THORN STREET SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 100 SEWICKLEY VALLEY COMMUNITY FUND 1115 BEAVER ST SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 200 SWEETWATER CENTER FOR THE ARTS 200 BROAD ST SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 500 TOYS FOR TOTS (MARINES) 18251 QUANTICO GATEWAY DR TRIANGLE VA 22172 NONE CHARITABLE CONTRIBUTION 100 UNION AID SOCIETY 3001 RIVERSIDE PARK DRIVE VERO BEACH FL 32963 NONE CHARITABLE CONTRIBUTION 200 URBAN IMPACT FUND 801 UNION PLACE PITTSBURGH PA 15212 NONE CHARITABLE CONTRIBUTION 50000 VERO BEACH MUSEUM OF ART 3001 RIVERSIDE PARK DRIVE VERO BEACH FL 32963 NONE CHARITABLE CONTRIBUTION 2000 VNA & HOSPICE FDN 1110 35TH LANE VERO BEACH FL 32960 NONE CHARITABLE CONTRIBUTION 600 AMPACT (READINGANDMATHORG) 1200 WASHINGTON AVE SUITE 310 MINNEAPOLIS MN 55415 NONE CHARITABLE CONTRIBUTION 25000 CARLOW UNIVERITY 333 FIFTH AVENUE PITTSBURGH PA 15213 NONE CHARITABLE CONTRIBUTION 175000 GIRLS HOPE OF PITTSBURGH 1000 GAMMA DR SUITE 430 PITTSBURGH PA 15238 NONE CHARITABLE CONTRIBUTION 20000 LITTLE SEWICKLEY CREEK WATERSHED ASSOCIATION 2857 LITTLE SEWICKLEY CREEK ROAD SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 125 SAMARITAN COUNCELING CENTER 202 BEAVER ST 3RD FLOOR SEWICKLEY PA 15143 NONE CHARITABLE CONTRIBUTION 400 2178294 0 41051 420021 112756 125551 0 0 699379 699379 3 INCIDENTAL INVESTMENT INCOME 4 INCIDENTAL INVESTMENT INCOME 7 INCIDENTAL INVESTMENT INCOME OR (LOSS) 8 SALE OF ASSETS HELD FOR INVESTMENT 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 85277 X 2 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 193196 X 3 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 66913 X 4 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 163286 X 5 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 102632 X 6 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 39653 X 7 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 49697 X 8 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 309768 X 9 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 45414 X 10 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 38468 X 11 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 235584 X 12 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 151415 X 13 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 249689 X 14 ROBERT AND JOAN PEIRCE JR 104 FAIR ACRES DRIVE SEWICKLEY PA 15143 101579 X 1 580 SHARES AMAZON 85277 2023-12-01 2 4324 SHARES ISHARES US ENERGY 193196 2023-12-01 3 206 SHARES META PLATFORMS INC 66913 2023-12-01 4 436 SHARES MICROSOFT 163286 2023-12-01 5 876 SHARES ORACLE 102632 2023-12-01 6 517 SHARES SPDR S&P HEALTH CARE EQUIPMENT 39653 2023-12-01 7 574 SHARES SPDR S&P HEALTH CARE SERVICES 49697 2023-12-01 8 4366 SHARES CONSUMERS STAPLES SELECT 309768 2023-12-01 9 83 SHRS UNITEDHEALTH GROUP 45414 2023-12-01 10 150 SHARES VISA 38468 2023-12-01 11 1630 SHARES VANGUARD VALUE ETF 235584 2023-12-01 12 827 SHARES VANGUARD MATERIALS ETF 151415 2023-12-01 13 2094 SHARES VANGUARD ENERGY ETF 249689 2023-12-01 14 1580 SHARES WISDOM TREE US LARGCAP DIVID FUND 101579 2023-12-01 CORPORATE BONDS SEE STATEMENT E 589536 542777 CORPORATE STOCK SEE STATEMENT D 14713851 17343844 2756910 2573071 0 0 CAMPBELL STRATEGIC ALLOCATION FUND AT COST 291887 284516 MAN-AHL DIVERSIFIED I AT COST 158642 201375 CAMPBELL FUND TRUST AT COST 208005 160994 TBD FOUNDERS, LLC AT COST 154531 154531 FEDERAL INCOME TAX 6066 INVESTMENT FEES 244270 244270 244270 0 BANK FEES 58 58 58 0 LOAN INTEREST 522 522 522 0 ACCOUNTING FEES 9100 9100 9100 0 PARTNERSHIP INCOME (LOSS) 112756 112756 112756 FOREIGN TAXES 9020 9020 9020 0