2024-06-26T13:03:36-05:00 2023-12-31 920460586 PWC US TAX LLP 500 WOODWARD AVE DETROIT MI 482263416 990PF 2023-01-01 341951170 JOCHUM CHARITABLE FOUNDATION INC JOCH 2166423342 6055 ROCKSIDE WOODS BLVD 200 CLEVELAND OH 441312301 DAVID J HESSLER SECY TREASTTEE SECY & TREAS/TTEE 2166423342 2024-05-22 1 DAVID HESSLER SECY TREASTT 999009999 0 JEFFREY W BARRINGER P00372289 3133946000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6000509 X X 136995 136995 575876 3556380 575876 712871 712871 0 0 0 0 0 3465 0 0 3465 12500 6250 0 6250 38840 38840 0 0 5996 3759 0 0 200 0 0 200 61001 48849 0 9915 263241 263241 324242 48849 0 273156 388629 664022 0 60269 58678 58678 3791266 4081857 5807570 30000 0 0 0 134261 134261 3881535 4274796 6000509 0 0 X 3881535 4274796 3881535 4274796 3881535 4274796 3881535 388629 4632 4274796 0 4274796 PUBLICALLY TRADED SECURITIES ST 1870145 1752660 117485 117485 PUBLICALLY TRADED SECURITIES LT 1686235 1227844 458391 458391 575876 9230 0 9230 0 9230 3600 0 14900 0 18500 X 0 9270 9270 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 N/A DAVID J HESSLER 2166423342 6055 ROCKSIDE WOODS BLVD SUITE 200 CLEVELAND OH 441312301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EMMA E JOCHUM 20932 AVALON DRIVE ROCKY RIVER OH 44116 TTEE/PRES 5.00 0 0 0 DAVID J HESSLER 6055 ROCKSIDE WOODS BLVD 200 CLEVELAND OH 441312301 SEC/TREAS/TTEE 5.00 0 0 0 DAVID BUEGLER 4321 JAYCOX ROAD AVON OH 44011 TTEE 1.50 0 0 0 STEPHANIE E LANKHORST 1592 HORSESHOE BEND TRAIL COLLIERVILLE TN 38017 TTEE 5.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 5652405 67238 232 5719875 0 0 5719875 85798 5634077 281704 281704 9230 9230 272474 0 272474 0 272474 273156 0 273156 272474 263241 0 0 273156 263241 0 0 9915 0 0 0 0 0 0 0 0 262559 0 0 0 EMMA E JOCHUM X CLEVELAND LUTHERAN HIGH SCHOOL ASSOCIATION 3870 LINDEN RD ROCKY RIVER OH 44116 501(C)(3) GENERAL 263241 263241 0 03 136995 18 575877 MISC INCOME 14 0 712872 0 712872 0 0 0 0 0 0 0 0 0 0 PRICEWATERHOUSECOOPERS LLP 12500 6250 0 6250 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53-4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:2018 IN THE AMOUNT OF $197,111 MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITH THE STATE. 1180 SHS ALPHABET INC CL A 28118 164834 3600 SHS FIFTH THIRD BANCORP 67484 124164 1900 SHS HARTFORD FINCL SERVICES GROUP INC 70968 152722 550 SHS VANGUARD SMALL CAP ETF 41499 117331 1350 SHS VANGUARD SMALL CAP VALUE ETF 108471 242960 405 SHS VANGUARD MID CAP ETF 31775 94219 925 SHS VANGUARD MID-CAP VALUE 52184 134134 2300 SHS AMERICAN INTL GROUP INC 70066 155825 2750 SHS BRITISH AMER TOBACCO 106182 80548 780 SHS UNITED PARCEL SERVICE INC CL B 81828 122639 400 SHS AMERIPRISE FINANCIAL INC 51171 151932 1300 SHS ISHARES RUSSELL MIDCAP ETF 22060 101049 1700 SHS VANGUARD FTSE EMERGING MARKETS 36666 69870 1800 SHS EXXON MOBIL CORP 73617 179964 1125 SHS GENL ELECTRIC CORP 47855 143584 600 SHS BOEING COMPANY 100300 156396 1300 SHS CONOCOPHILLIPS 52727 150891 1450 SHS EOG RESOURCES INC 104423 175378 1950 SHS AMER ELECTRIC POWER CO 157561 158379 23000 SHS HALEON PLC SPON ADR 143538 189290 4521 SHS HALLIBURTON CO 129871 163434 5000 SHS PFIZER INC 135230 143950 625 SHS VISA INC CL A 124540 162719 1529 SHS ABBOTT LABS 144480 168297 1900 SHS APTIV PLC 157782 170468 3900 SHS BANK OF AMER CORP 108246 131313 617 SHS BIOGEN INC 143630 159661 875 SHS CHENIERE ENERGY INC NEW 132624 149371 1600 SHS CVS HEALTH CORP 125013 126336 2500 SHS DARLING INTL INC 169059 124600 700 SHS HERSHEY CO 127169 130508 700 SHS JOHNSON & JOHNSON COM 104559 109718 1000 SHS MERCK & CO INC NEW COM 105842 109020 2400 SHS METLIFE INC 133076 158712 1800 SHS RTX CORP 124046 151452 2100 SHS SEMPRA 149844 156933 1000 SHS T-MOBILE US INC COM 129830 160330 600 SHS TESLA INC 97980 149088 525 SHS THE CIGNA GROUP 148675 157211 4200 SHS VERIZON COMMUNICATIONS INC 141868 158340 WEGMAN, HESSLER & VANDERBURG 3465 0 0 3465 RECEIVABLE FOR 900 SHS OF AMD SOLD IN 2023, SETTLED IN 2024 0 134261 134261 STATE OF OHIO FILING FEE 200 0 0 200 IRS REFUND 4632 UBS INVESTMENT FEES 38840 38840 0 0 FOREIGN TAX WITHHELD 3759 3759 0 0 FEDERAL TAX PAYMENTS 2237 0 0 0