2025-11-17T16:54:23-05:00 2024-12-31 541934818 SCHEULEN PATCHETT & EDWARDS PC 98 ALEXANDRIA PIKE SUITE 22 WARRENTON VA 20186 990PF 2024-01-01 854389024 LAVIN FAMILY FOUNDATION LAVI 7039297417 98 ALEXANDRIA PIKE SUITE 22 WARRENTON VA 20186 KELLY M LAVIN PRESIDENT 7039297417 2025-11-17 false WILLIAM T PATCHETT JR P01264713 5403471040 2025-11-17 2024 2025-03-06 01:10:19Z X 1854635 X X 9 9 44724 37097 12459 728565 12459 57192 49565 913 913 0 0 89500 89500 90413 0 89500 -33221 49565 32304 9391 9391 8676 1138 1138 1670259 1664989 1844106 1711239 1675518 1854635 2500 2500 0 X 1708739 1675518 1708739 1675518 1711239 1675518 1708739 -33221 1675518 1675518 1,178 ISHARES NATIONAL MUNI P 2023-12-12 2024-04-16 125127 126188 -1061 -1061 251 ISHARES 10 - 20 YEAR TSURY P 2024-06-01 2024-10-24 26122 25852 270 270 2,522 VANECK HIGH YIELD MUNI P 2023-12-12 2024-10-24 131272 127708 3564 3564 11,982 VANGUARD HIGH-YIELD TAX P 2024-06-01 2024-10-24 127973 126364 1609 1609 231 DIMENSIONAL EMERG MARK P 2023-06-12 2024-09-26 6581 5603 978 978 167 DIMENSIONAL INTERN CORE EQ P 2023-06-12 2024-09-26 4744 4060 684 684 206 DIMENSIONAL INTERN HIGH PROFIT P 2023-06-12 2024-09-26 5761 5018 743 743 133 DIMENSIONAL SMALL CAP P 2023-06-12 2024-09-26 3878 3187 691 691 774 DIMENSIONAL US CORE EQUITY P 2021-09-02 2024-09-26 26427 21556 4871 4871 47 DIMENSIONAL US TARGETEDVALUE P 2021-09-02 2024-09-26 2586 2138 448 448 220 DIMENSIONAL US HIGH PROFIT P 2022-12-12 2024-09-26 7477 5452 2025 2025 178 DIMENSIONAL GLOBAL RE P 2022-12-08 2024-09-26 5116 4461 655 655 2,455 ISHARES 10 - 20 YEAR TB P 2022-12-01 2024-10-24 255501 258519 -3018 -3018 12459 4382 689 689 689 X 26 715 false false false false false false true true VA true false false false false true N/A KELLY M LAVIN 7039297417 6476 TRILLIUM HOUSE LANE CENTREVILLE VA 20120 false false false false false false false false false false false false false false false false false false false false KELLY M LAVIN 6476 TRILLIUM HOUSE LANE CENTREVILLE VA 20120 PRESIDENT 0.50 0 0 0 CHRISTOPHER C LAVIN 6476 TRILLIUM HOUSE LANE CENTREVILLE VA 20120 SECT/TREASUR 000.00 0 0 0 NONE NONE N/A 1858367 34451 0 1892818 1892818 28392 1864426 93221 93221 689 689 92532 92532 92532 89500 89500 92532 84721 89500 84721 4779 87753 CHRISTOPHER KELLY LAVIN X NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION 11780 US HIGHWAY ONE STE NORTH PALM BEACH FL 33408 NONE 501(C)(3) UNRESTRICTED GENERAL USE 89500 89500 14 9 14 44724 14 12459 57192 57192 false false false false false false false false false false EXCHANGE TRADED FUNDS AT COST 1664989 1844106 EXCISE TAX 913