2025-11-13T10:32:58-08:00 2024-12-31 341665376 LaValley LaValley Todak & Schaefer Co LPA 5800 Monroe St Bldg F Sylvania OH 43560 990PF 2024-01-01 311627963 The Joehlin Family Foundation JOEH 4198820081 C/O Richard G LaValley 5800 Monroe Sylvania OH 43560 Richard G LaValley ASSISTANT SECRETARY 4198820081 2025-11-11 true Richard G LaValley Jr P00102588 4198820081 2025-11-12 2024 2025-03-06 01:10:19Z X 486471 X 105016 X 122 122 122 12761 12761 12761 3461 0 0 0 117899 16344 12883 0 0 3198 3198 3198 21 21 21 0 0 3219 3219 3219 0 0 0 3219 3219 3219 0 114680 13125 9664 5723 18109 18109 0 0 290555 366974 468362 0 0 0 0 0 0 296278 385083 486471 0 0 0 0 0 X 296278 385083 296278 385083 296278 385083 296278 114680 0 410958 25875 385083 15 Shs. Freeport McMoran Inc Class B P 2021-07-19 2024-03-18 675 0 481 194 0 0 0 194 55 Shs. Freeport McMoran Inc Class B P 2021-08-19 2024-03-18 2475 0 1784 691 0 0 0 691 .284 Shs. Pfizer Incorporated P 2024-12-02 2024-12-12 7 0 7 0 0 0 0 0 .327 Shs. Premier Finl Corp P 2024-11-15 2024-12-12 9 0 9 0 0 0 0 0 .533 Wells Fargo & Co New P 2024-12-02 2024-12-12 38 0 40 -2 0 0 0 -2 Capital Gains Distributions P 2023-12-31 2024-12-31 2578 0 0 2578 0 0 0 2578 3461 -2 182 0 182 0 182 0 0 0 182 0 false false false false false false false true true OH true false false false false true N/A LAVALLEY LAVALLEY TODAK & SCHAEFER 4198820081 5800 MONROE ST BLDG F Sylvania OH 43560 false false false false false false false false false false false false false false false false false false false false false STANLEY W JOEHLIN 24678 CURTICE RD CURTICE OH 43412 PRESIDENT/TRUSTEE 0.00 0 0 0 KENNETH JOEHLIN 14434 GERMAN CHRUCH RD ATWATER OH 44201 SECRETARY/TRUSTEE 0.00 0 0 0 SCOTT JOEHLIN 2900 NEIDHART RD MARION OH 43302 TREASURER 0.00 0 0 0 RICHARD G LAVALLEY JR 5800 MONROE STREET BLDG F SYLVANIA OH 43560 ASST. SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 182 182 0 0 0 0 0 0 0 12140 0 0 12140 0 0 12140 0 0 0 0 0 12140 0 12140 0 0 0 STANLEY W JOEHLIN DOLORES A JOEHLIN X 14 122 14 12761 12883 12883 3 & 4 INVESTMENT INCOME EARNED FOR CHARITABLE PURPOSES. false false false false false false false false false false WELLS FARGO SECURITIES 86096 86096 ASCEND SECURITIES 280878 382266 LLTS Legal/Accounting 0 CAPITAL LOSS PART IV 0 UNREALIZED LOSS 25875 OTHER PORTFOLIO INCOME CAPITAL GAINS PART IV 0 ASCEND FEES INVESTMENT ADVISORY 3198 3198 3198 FOREIGN TAX 21 21 21