2024-05-06T09:17:04-07:00 2023-12-31 341665376 LaValley LaValley Todak & Schaefer Co LPA 5800 Monroe St Bldg F Sylvania OH 43560 990PF 2023-01-01 320084774 Paul Minor Family Foundation PAUL 4195371162 2130 Audubon Toledo OH 436063301 Jim Minor Trustee 4195371162 2024-02-27 true Jim Minor XXX-XX-XXXX true Daniel J LaValley P00102585 4198820081 2024-05-06 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 854905 X X 2 2 2 10262 10262 10262 36049 0 0 0 10264 46313 10264 1034 1034 1034 1034 0 0 615 615 615 615 0 4342 4342 4342 4342 5991 5991 5991 5991 35000 35000 40991 5991 5991 40991 -30727 40322 4273 22714 18193 18193 0 0 204719 198067 389788 0 312463 320400 446924 0 0 0 0 539896 536660 854905 0 0 0 0 0 X 539896 536660 539896 536660 539896 536660 539896 -30727 27491 536660 536660 Morgan Stanly sh-term covered P 2023-01-01 2023-12-01 229807 0 238410 -8603 0 0 0 -8603 Morgan Stanly lg-term covered P 2022-01-01 2023-12-01 63383 0 41731 21652 0 0 0 21652 Edward Jones sh-term covered P 2023-01-01 2023-12-01 601 0 556 45 0 0 0 45 Edward Jones lg-term covered P 2022-01-01 2023-12-01 16227 0 15019 1208 0 0 0 1208 Edward Jones lg-term non-covered P 2022-01-01 2023-12-01 3179 0 1956 1223 0 0 0 1223 Edward Jones cap gain distributions P 2022-01-01 2023-12-01 20524 0 0 20524 0 0 0 20524 36049 -8558 560 0 560 0 560 0 X 9 569 0 false false false false false false false false true true OH true false true false false true N/A JIM MINOR TRUSTEE 4195371162 2130 Audubon TOLEDO OH 436063301 false false false false false false false false false false false false false false false false false false false false false false JAMES A MINOR 2130 AUDOBON PLACE TOLEDO OH 43606 TRUSTEE 0.00 0 0 0 JEFFREY P MINOR 5848 MITCHAW RD SYLVANIA OH 43560 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 763517 26673 0 790190 0 790190 11853 778337 38917 38917 560 560 38357 38357 38357 40991 40991 38357 0 0 1693 7277 4301 13271 40991 0 38357 2634 15905 0 0 0 0 0 15905 0 1693 7277 4301 2634 JIM MINOR NONE X UT FOUNDATION 2801 BANCROFT TOLEDO OH 43606 501(C)(3) OPERATING FUNDS 5000 HOPE Learning Academy 4234 Monroe St TOLEDO OH 43606 501(C)(3) OPERATING FUNDS 5000 GESU CHURCH 2045 PARKSIDE BLVD TOLEDO OH 43607 501(C)(3) OPERATING FUNDS 5000 St Joseph 5411 MAIN SYLVANIA OH 43560 501(C)(3) OPERATING FUNDS 5000 ST URSULA ACADEMY 4025 INDIAN ROAD TOLEDO OH 43606 501(c)(3) OPERATING FUNDS 5000 ST FRANCIS de SALES HIGH SCHOOL 2323 WEST BANCROFT TOLEDO OH 43607 501 (c) (3) OPERATING FUNDS 5000 CENTAL CATHOLICA HS 2550 CHERRY ST Toledo OH 43608 501 (c) (3) OPERATING FUNDS 5000 35000 NONE 900099 2 14 0 900099 10262 14 0 10264 0 10264 0 Temporary investments false false false false false false false false false false MORGAN STANLEY 400-112934-085 12884 28752 MORGAN STANLEY 400-112959-085 185183 361036 Edward Jones equities 320400 446924 LAVALLEY, LAVALLEY,TODAK & SCHAEFER LEGAL 1034 Investment Fees 4342 4342 4342 4342 Net capital gains 27491 US 176 176 176 176 Ohio 200 200 200 200 Foreign 239 239 239 239