2025-04-03T06:16:56-07:00 2024-12-31 341665376 LaValley LaValley Todak & Schaefer Co LPA 5800 Monroe St Bldg F Sylvania OH 43560 990PF 2024-01-01 320084774 Paul Minor Family Foundation PAUL 4195371162 2130 Audubon Toledo OH 436063301 Jim Minor Trustee 4195371162 2025-03-03 true Daniel J LaValley P00102585 4198820081 2025-03-26 2024 2025-03-06 01:10:19Z X 1015063 X X 2 2 2 10957 10957 10957 79050 0 0 0 10959 90009 10959 1373 1373 1373 1373 0 0 1038 1038 1038 1038 0 5634 5634 5634 5634 8045 8045 8045 8045 40000 40000 48045 8045 8045 48045 -37086 81964 2914 18193 11403 11403 0 0 198067 213602 472277 0 320400 352278 531383 0 0 0 0 536660 577283 1015063 0 0 0 0 0 X 536660 577283 536660 577283 536660 577283 536660 -37086 77709 577283 577283 Edward Jones American funds P 2023-01-01 2024-12-01 19500 0 11348 8152 0 0 0 8152 Edward Jones cap gain distributios P 2023-01-01 2024-12-01 38495 0 0 38495 0 0 0 38495 Morgan Stanley sh-trm basis reported P 2024-01-01 2024-06-01 193785 0 195126 -1341 0 0 0 -1341 Morgan Stanley lg-trm basis reported P 2023-01-01 2024-12-01 80166 0 47444 32722 0 0 0 32722 Morgan Stnly acct 934 cap gain distr P 2023-01-01 2024-12-01 843 0 0 843 0 0 0 843 Morgan Stnly acct 959 cap gain distr P 2023-01-01 2024-12-01 1 0 0 1 0 0 0 1 Morgan Stnly acct 959 non-covered P 2023-01-01 2024-12-01 178 0 0 178 0 0 0 178 79050 -1341 1139 0 1139 0 1139 0 X 28 1167 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 953743 23217 0 976960 0 976960 14654 962306 48115 48115 1139 1139 46976 46976 46976 48045 48045 46976 0 1693 7277 4301 2634 15905 48045 0 46823 1222 17127 0 0 0 153 0 17127 1693 7277 4301 2634 1222 JIM MINOR NONE X UT FOUNDATION 2801 BANCROFT TOLEDO OH 43606 501(C)(3) OPERATING FUNDS 6000 HOPE Learning Academy 4234 Monroe St TOLEDO OH 43606 501(C)(3) OPERATING FUNDS 6000 GESU CHURCH 2045 PARKSIDE BLVD TOLEDO OH 43607 501(C)(3) OPERATING FUNDS 10000 St Joseph 5411 MAIN SYLVANIA OH 43560 501(C)(3) OPERATING FUNDS 6000 ST URSULA ACADEMY 4025 INDIAN ROAD TOLEDO OH 43606 501(c)(3) OPERATING FUNDS 0 ST FRANCIS de SALES HIGH SCHOOL 2323 WEST BANCROFT TOLEDO OH 43607 501 (c) (3) OPERATING FUNDS 6000 CENTAL CATHOLICA HS 2550 CHERRY ST Toledo OH 43608 501 (c) (3) OPERATING FUNDS 6000 40000 NONE 900099 2 14 0 900099 10957 14 0 10959 0 10959 0 Temporary investments false false false false false false false false false false MORGAN STANLEY 400-112934-085 12835 23986 MORGAN STANLEY 400-112959-085 200767 448291 Edward Jones equities 352278 531383 LAVALLEY, LAVALLEY,TODAK & SCHAEFER LEGAL 1373 1373 1373 Investment Fees 5634 5634 5634 5634 Net capital gains 77709 US 569 569 569 569 Ohio 200 200 200 200 Foreign 269 269 269 269