2021-03-15T16:46:25-05:00 2020-12-31 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990PF 2020-01-01 810776819 DEAN AND CAROL MUELLER FAMILY FOUNDATION DEAN 2166961422 31680 LAKE ROAD AVON LAKE OH 44012 DEAN T MUELLER TREASURER 2166961422 2021-03-13 1 DEAN MUELLER XXX-XX-XXXX SCOTT J SWAIN P00446317 8002291099 2021-03-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5261763 X X 91526 91526 334552 2604740 570703 426078 662229 0 0 0 13652 13652 0 13652 13652 0 300000 300000 313652 13652 300000 112426 648577 130205 222261 222261 3808309 3828679 5039502 3938514 4050940 5261763 0 0 X 0 0 0 0 3938514 4050940 3938514 4050940 3938514 4050940 3938514 112426 0 4050940 0 4050940 BNYM YLD ENHAN STRAT-Y 2020-03-17 337463 360000 -22537 -22537 SPDR S&P 500 ETF TRUST 2020-03-18 90651 54672 35979 35979 BNY MELLON HIGH YIELD-I 2020-03-19 61639 70112 -8473 -8473 BNYM FLTNG RT INC-Y 2020-03-19 80274 98158 -17884 -17884 LIVE NATION ENTERTAINMENT, INC 2020-03-19 6756 7355 -599 -599 BLACKSTONE GROUP INC 2020-03-19 3992 4034 -42 -42 BOSTON SCIENTIFIC CORP 2020-03-19 4212 4158 54 54 BNYM OPPORT SM CAP-Y 2020-03-23 22112 35106 -12994 -12994 WALT DISNEY CO 2020-03-30 16025 14709 1316 1316 BNY MELLON INTERMEDIATE BD-M 2020-04-09 196331 189226 7105 7105 SPDR S&P 500 ETF TRUST 2020-04-27 139952 74893 65059 65059 BOSTON P LNG/SHRT RES-INS 2020-06-03 42236 48503 -6267 -6267 BNY MELLON S/T US GOV SECS-M 2020-06-10 118565 116767 1798 1798 SPDR S&P 500 ETF TRUST 2020-06-11 385637 179744 205893 205893 BNYM DYN TTL RTM-Y 2020-07-29 51753 50000 1753 1753 CVS HEALTH CORPORATION 2020-07-30 14543 12504 2039 2039 BNY MELLON GLOBAL REAL RETURN Y 2020-08-10 112970 100000 12970 12970 361 GLOBAL LNG/SHRT EQ-Y 2020-08-10 49277 48026 1251 1251 JP MORGAN CHASE & CO 2020-08-11 9689 9058 631 631 GILEAD SCIENCES INC 2020-08-11 4169 4368 -199 -199 AMERICAN TOWER CORP 2020-09-15 9490 8411 1079 1079 AMAZON.COM INC 2020-09-15 44920 24197 20723 20723 BNY MELLON BOND FUND-M 2020-12-01 100000 96334 3666 3666 BNY MELLON S/T US GOV SECS-M 2020-12-01 34752 34278 474 474 BNY MELLON INTERMEDIATE BD-M 2020-12-01 50000 49121 879 879 SPDR S&P 500 ETF TRUST 2020-12-02 289002 119830 169172 169172 CHAMPLAIN MID CAP FUND-INS 2020-12-21 20000 15885 4115 4115 SPDR S&P 500 ETF TRUST 2020-12-22 110767 44936 65831 65831 ISHARES MSCI EAFE SMALL-CAP ETF 2020-12-22 13502 11347 2155 2155 BNY MELLON S/T US GOV SECS-M 2020-06-10 150589 148305 2284 2284 CAPITAL GAINS DIVIDENDS P 33472 33472 33472 570703 9015 0 9015 0 9015 1920 0 0 0 1920 0 7095 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A DEAN T MUELLER 2166961422 31680 LAKE ROAD AVON LAKE OH 44012 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROL J MUELLER 31680 LAKE ROAD AVON LAKE OH 44012 PRESIDENT 1.00 0 0 0 DEAN T MUELLER 31680 LAKE ROAD AVON LAKE OH 44012 SECRETARY/TREASURER 1.00 0 0 0 JACQUELYN L MUELLER 31680 LAKE ROAD AVON LAKE OH 44012 CO-VICE PRESIDENT 1.00 0 0 0 ALLISON J MUELLER 31680 LAKE ROAD AVON LAKE OH 44012 CO-VICE PRESIDENT 1.00 0 0 0 ERIC W MUELLER 31680 LAKE ROAD AVON LAKE OH 44012 CO-VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 4612809 272434 0 4885243 0 0 4885243 73279 4811964 240598 240598 9015 9015 231583 0 231583 0 231583 300000 0 300000 0 300000 231583 0 0 64994 33557 23179 30649 152379 300000 0 0 0 231583 68417 0 0 220796 0 0 0 0 0 0 0 220796 64994 33557 23179 30649 68417 CAROL J MUELLER DEAN T MUELLER CAROL DEAN MUELLER 31680 LAKE ROAD AVON LAKE OH 44012 2166961422 SUBMIT REQUEST IN LETTER FORM NONE NORTHEASTERN OHIO CIVIC AND CULTURAL 501 (C) (3) ORGANIZATIONS BEDFORD LITTLE BEARCATS 481 NORTHFIELD RD BEDFORD OH 44146 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 5000 CLEVELAND ANIMAL PROTECTIVE LEAGUE 1729 WILEY AVE CLEVELAND OH 44113 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 105000 PRAYERS FROM MARIA 20226 DETROIT RD ROCKY RIVER OH 44116 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 10000 RONALD MCDONALD HOUSE OF CLEVELAND 10415 EUCLID AVENUE CLEVELAND OH 44106 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 25000 THE GATHERING PLACE 23300 COMMERCE PARK BEACHWOOD OH 44122 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 25000 UNIVERSITY HOSPITALS 11100 EUCLID AVE CLEVELAND OH 44106 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 35000 VILLAGE PROJECT 27378 W OVIATT RD BAY VILLAGE OH 44140 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 10000 WESTERN RESERVE HISTORICAL SOCIETY 10825 E BOULEVARD CLEVELAND OH 44106 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 25000 GREATER CLEVELAND FOOD BANK 15500 S WATERLOO RD CLEVELAND OH 44110 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 50000 RECOVERY CENTER OF MEDINA COUNTY 538 W LIBERTY ST MEDINA OH 44256 UNRELATED PC GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE 10000 300000 0 14 91526 18 334552 0 426078 0 426078 0 0 0 0 0 0 0 0 0 0 FIXED INCOME - 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