2026-06-08T10:34:08-04:00 2025-12-31 200329213 TERESA J DITTMAN CPA 655 METRO PLACE S SUITE 600 DUBLIN OH 430173394 990PF 2025-01-01 853295358 YELLOW BOULDER FOUNDATION YELL 6148938001 PO BOX 645 LEWIS CENTER OH 43035 RICHARD WARTEL PRES/DIRECTOR 6148938001 2026-06-01 true TERESA J DITTMAN P00016474 6143958745 2026-06-01 X 2025 2025-03-06 01:10:19Z X 1724949 X 354913 640 640 640 51623 51623 51623 167041 524062 167041 574217 219304 52263 1080 5501 5376 5376 852 7433 5376 5376 0 229700 229700 237133 5376 5376 229700 337084 213928 46887 97125 83413 83413 1273142 1376055 1641536 1370267 1459468 1724949 0 X 1370267 1459468 1370267 1459468 1370267 1459468 1370267 337084 1707351 247883 1459468 VARIOUS LPL FINANCIAL TRADE PROCEEDS P 41197 41245 -48 -48 VARIOUS LPL FINANCIAL TRADE PROCEEDS D 195642 65713 129929 129929 VARIOUS LPL FINANCIAL TRADE PROCEEDS P 235219 250063 -14844 -14844 167041 2974 2974 2974 1190 2600 3790 816 816 false false false false false false false true true OH true false true false false true N/A BRUCE WARTEL 6148938001 PO BOX 645 LEWIS CENTER OH 43035 false false false false false false false false false false false false false false false false false false false false RICHARD WARTEL PO BOX 645 LEWIS CENTER OH 43035 PRES/DIRECTO 1.00 0 0 0 KERRY WARTEL PO BOX 645 LEWIS CENTER OH 43035 SEC/DIRECTOR 1.00 0 0 0 BRUCE WARTEL PO BOX 645 LEWIS CENTER OH 43035 TREAS/DIRECT 1.00 0 0 0 NONE NONE N/A 1561682 72370 0 1634052 1634052 24511 1609541 80477 80477 2974 2974 77503 77503 77503 229700 229700 77503 17455 88118 61055 170902 337530 229700 77503 152197 489727 0 489727 17455 88118 61055 170902 152197 RICHARD WARTEL X RICH WARTEL PO BOX 645 LEWIS CENTER OH 43035 6148938001 RICHTWOLABS@OUTLOOK.COM ANY NONE NONE ANGUILLA MUSIC ACADEMY WEST END ROAD SOUTH HILL THE VALLEY AV NONE PC GENERAL OPERATING 10000 CAPITAL AMATEUR HOCKEY ASSOCIATION PO BOX 136 LEWIS CENTER OH 43035 NONE PC GENERAL OPERATING 3000 CHANGING PARKINSON'S PO BOX 371 POWELL OH 43065 NONE PC GENERAL OPERATING 25000 CHARLES BOWLUS CHARITIES INC 680 MORGAN TRAIL AURORA OH 44202 NONE PC GENERAL OPERATING 1000 CHILDREN'S TUMOR FOUNDATION 697 THIRD AVENUE STE 418 NEW YORK NY 10017 NONE PC GENERAL OPERATING 2500 COMMON GROUND FREE STORE MINISTRY 193 E CENTRAL DELAWARE OH 43015 NONE PC GENERAL OPERATING 1000 CROHNS & COLITIS FOUNDATION 733 THIRD AVENUE STE 510 NEW YORK NY 10017 NONE PC GENERAL OPERATING 60000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE STE 1100 N BETHESDA MD 20814 NONE PC GENERAL OPERATING 10000 EAGLE VALLEY COMMUNITY FOUNDATION 48 E BEAVER CREEK BLVD STE 308 AVON CO 81620 NONE PC GENERAL OPERATING 1000 HELP I NEED TRANSPORTATION 81 MILL STREET STE 300 GAHANNA OH 43230 NONE PC GENERAL OPERATING 1000 HUMANE SOCIETY OF DELAWARE COUNTY 4920 OH-37 DELAWARE OH 43015 NONE PC GENERAL OPERATING 1000 LIBERTY BARN CHURCH 7080 OLENTANGY RIVER RD DELAWARE OH 43015 NONE PC GENERAL OPERATING 1000 MAKE A WISH FOUNDATION 2545 FARMERS DR STE 300 COLUMBUS OH 43235 NONE PC GENERAL OPERATING 15000 MID OHIO FOOD COLLECTIVE 3960 BROOKHAM DRIVE GROVE CITY OH 43123 NONE PC GENERAL OPERATING 20000 OHIO ECOLOGICAL FOOD AND FARM ASSN 150 E WILSON BRIDGE RD WORTHINGTON OH 43085 NONE PC GENERAL OPERATING 5000 PINK RIBBON GOOD 1201 BRUKNER DR TROY OH 45373 NONE PC GENERAL OPERATING 1000 PRINCESS MARGARET CANCER FOUNDATION 700 UNIVERSITY AVE 4TH FLOOR TORONTO ONTARIO CA NONE PC GENERAL OPERATING 1000 SIGNIFICANCE OF ONE 500 TERRY FRANCOIS ST SAN FRANCISCO CA 94158 NONE PC GENERAL OPERATING 4200 SKIDMORE COLLEGE 815 NORTH BROADWAY SARATOGA SPRINGS NY 12866 NONE PC GENERAL OPERATING 20000 TEAM RUBICON 5230 PACIFIC CONCOURSE DR STE 200 LOS ANGELES CA 90045 NONE PC GENERAL OPERATING 25000 THE BRIAN MUHA FOUNDATION 880 S WAYNE AVENUE COLUMBUS OH 43204 NONE PC GENERAL OPERATING 5000 VETERAN COMPANION ANIMAL SERVICE 70 S SANDUSKY STREET DELAWARE OH 43015 NONE PC GENERAL OPERATING 10000 VETERANS OF FOREIGN WARS 481 S SANDUSKY ST DELAWARE OH 43015 NONE PC GENERAL OPERATING 1000 A KID AGAIN 777-G DEARBORN PARK LN COLUMBUS OH 43085 NONE PC GENERAL OPERATING 5000 POWELL SERTOMA 78 W OLENTANGY ST POWELL OH 43065 NONE PC GENERAL OPERATING 1000 229700 14 640 14 51623 18 167041 219304 219304 false false false false false false false false false false X X 1 RICHARD WARTEL PO BOX 645 LEWIS CENTER OH 43035 354913 X 1 150 SHARES OF APPLE INC (AAPL) 33479 2025-04-01 1 280 SHARES OF CAMECO (CCJ) 26411 2025-12-09 1 260 SHARES OF WALMART (WMT) 31979 2025-04-01 1 320 SHARES OF NVIDIA CORP (NVDA 59190 2025-12-09 1 20 SHARES OF COSTCO (COST) 19088 2025-04-01 1 650 SHARES SPDR STATE ST (SPYG) 67490 2025-12-17 1 75 SHARES OF MASTERCARD (MA) 41138 2025-04-01 1 100 SHARES OF MICROSOFT (MSFT) 38219 2025-04-01 1 60 SHARES OF UNITED RENTAL (URI) 37919 2025-04-01 INDIRECT ACCOUNTING FEES 1080 AMERICAN CENTURY ULTRA INVESTOR CL AT COST 48409 58593 BLACKROCK GLOBAL ALLOC INSTL CL AT COST 152644 150908 CAPITAL INCOME BUILDER CL AT COST 134954 147539 COLUMBIA DIVIDEND INCOME INSTL CL AT COST 105211 142151 DODGE & COX INCOME AT COST 67403 59243 FIRST EAGLE GLOBAL CL I AT COST 124943 156232 HARBOR CAP APPREC INSTL CL AT COST 46415 51203 INVESTCO BULLETSHARES 2029 CORP BOND AT COST 80008 79860 INVESTCO BULLETSHARES 2028 CORP BOND AT COST 107033 109262 INVESTCO BULLETSHARES 2027 CORP BOND AT COST 96484 97772 INVESTCO BULLETSHARES 2026 CORP BOND AT COST 99992 101692 INVESTCO BULLETSHARES 2025 CORP BOND AT COST LOOMIS SAYLES GLOBAL ALLOC CL Y AT COST 129451 150363 LOOMIS SAYLES CORE PLUS BOND CL Y AT COST 50217 41693 STATE STREET SPDR S&P 500 GROWTH ETF AT COST 17471 69355 T ROWE PRICE DIVIDEND GROWTH INVEST AT COST 107039 140373 CAMECO CORP AT COST 4410 25617 NVIDIA CORP AT COST 3971 59680 DONATED STOCK-DIF IN FMV TO COST BASIS 247883 LPL FINANCIAL BROKERAGE FEES 5376 5376 5376 REGISTERED STATE AGENT FEE 125 RICHARD WARTEL PO BOX 645 LEWIS CENTER OH 43035 EXCISE TAX 652 OHIO REGISTRATION 200