EC EDWARDS TRUST FBO LEIPSIC METHODIST 20 102110469460: Form 990PF, tax year 2025
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- Organization
- EC EDWARDS TRUST FBO LEIPSIC METHODIST 20 102110469460 (EIN 34-6503030)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202631279349101528
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T11:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346503030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS EC FBO LEIPSIC METHODIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 4192594736 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4192594736 | PhoneNum |
| Signature | 2026-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,284,383 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $362,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $362,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $995,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,183,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $995,350 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,923,505 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,471,246 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,281,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,828,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,384 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $91,788 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,596 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,263 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $872,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $871,928 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,024 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,126,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $968,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,719,307 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,719,307 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,846,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $968,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,751,977 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $434,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,859,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $448,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $304,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $304,026 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $14,169,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,757,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,980,357 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,617,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,061,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,284,383 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,617,666 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,061,403 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,617,666 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,061,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,617,666 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,061,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,617,666 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $434,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,782 | OtherIncreasesAmt |
| Subtotal | $15,061,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,061,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 250. ALPHABET INC | 2011-10-13 | 2025-03-21 | $41,087 | $3,453 | $37,634 | $37,634 |
| 61. ALPHABET INC | 2011-10-13 | 2025-06-25 | $10,420 | $843 | $9,577 | $9,577 |
| 330. ALPHABET INC | 2025-03-21 | $53,507 | $15,059 | $38,448 | $38,448 | |
| 65. ALPHABET INC | 2011-10-13 | 2025-06-25 | $11,036 | $903 | $10,133 | $10,133 |
| 570. AMAZON COM INC | 2022-06-28 | 2025-03-21 | $110,362 | $62,067 | $48,295 | $48,295 |
| 100. AMAZON COM INC | 2025-06-25 | $21,379 | $10,729 | $10,650 | $10,650 | |
| 105. APPLE INC | 2011-10-13 | 2025-06-25 | $21,159 | $1,527 | $19,632 | $19,632 |
| 12054. BAIRD INTERMEDIATE BOND FUND $0.246 | 2023-03-08 | 2025-05-21 | $125,000 | $120,781 | $4,219 | $4,219 |
| 1000. BANK OF AMERICA CORP | 2018-11-06 | 2025-03-21 | $42,166 | $28,255 | $13,911 | $13,911 |
| 2000. BANK OF AMERICA CORP | 2018-11-06 | 2025-05-21 | $87,768 | $56,510 | $31,258 | $31,258 |
| 9219.92 BLACKROCK FLOATING RATE INCOME PORTF | 2025-02-11 | 2025-05-21 | $88,327 | $89,064 | -$737 | -$737 |
| 3828.1 BLACKROCK FLOATING RATE INCOME PORTF | 2023-02-09 | 2025-05-21 | $36,673 | $36,824 | -$151 | -$151 |
| 275. BROADCOM INC | 2021-06-01 | 2025-01-15 | $62,727 | $12,940 | $49,787 | $49,787 |
| 85. BROADCOM INC | 2021-06-01 | 2025-06-25 | $22,706 | $4,000 | $18,706 | $18,706 |
| 55. COSTCO WHOLESALE CORP | 2018-11-06 | 2025-03-21 | $49,449 | $13,017 | $36,432 | $36,432 |
| 10. COSTCO WHOLESALE CORP | 2018-11-06 | 2025-06-25 | $10,022 | $2,367 | $7,655 | $7,655 |
| 115. DANAHER CORP | 2018-11-06 | 2025-03-21 | $24,042 | $10,355 | $13,687 | $13,687 |
| 55. DANAHER CORP | 2018-11-06 | 2025-06-25 | $10,843 | $4,952 | $5,891 | $5,891 |
| 130. HOME DEPOT INC | 2025-03-21 | $45,497 | $2,884 | $42,613 | $42,613 | |
| 265. HOME DEPOT INC | 2003-03-11 | 2025-05-21 | $99,164 | $5,864 | $93,300 | $93,300 |
| 1000. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2025-01-15 | 2025-05-28 | $176,756 | $177,638 | -$882 | -$882 |
| 400. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2024-03-26 | 2025-05-28 | $70,703 | $66,696 | $4,007 | $4,007 |
| 550. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2025-06-11 | $98,370 | $86,808 | $11,562 | $11,562 | |
| 385. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2022-11-16 | 2025-06-25 | $69,040 | $55,686 | $13,354 | $13,354 |
| 1165. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2022-11-16 | 2025-07-16 | $212,065 | $168,506 | $43,559 | $43,559 |
| 330. JP MORGAN CHASE & CO | 2025-03-21 | $78,838 | $34,129 | $44,709 | $44,709 | |
| 35. JP MORGAN CHASE & CO | 2010-04-29 | 2025-06-25 | $9,840 | $1,546 | $8,294 | $8,294 |
| 130. MASTERCARD INC | 2016-08-16 | 2025-03-21 | $69,510 | $12,463 | $57,047 | $57,047 |
| 20. MASTERCARD INC | 2016-08-16 | 2025-06-25 | $11,128 | $1,917 | $9,211 | $9,211 |
| 45. MICROSOFT CORP | 1992-11-23 | 2025-06-25 | $22,204 | $124 | $22,080 | $22,080 |
| 1185. NVIDIA CORP | 2021-06-01 | 2025-01-15 | $160,535 | $19,217 | $141,318 | $141,318 |
| 1065. NVIDIA CORP | 2025-05-28 | $144,020 | $14,627 | $129,393 | $129,393 | |
| 145. NVIDIA CORP | 2020-12-02 | 2025-06-25 | $21,999 | $1,968 | $20,031 | $20,031 |
| 65000. VERIZON COMMUNICATIONS INCDTD 3/16/2017 | 2023-12-18 | 2025-12-16 | $65,219 | $63,749 | $1,470 | $1,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $995,350 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,853 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,853 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $45,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,147 | OverpaymentAmt |
| Applied To ES Tax | $19,147 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $122,384 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,235,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,235,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,235,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $333,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,901,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,095,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,095,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,853 | TotalTaxAmt |
| Distributable Before Adj | $1,069,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,069,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,069,240 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,751,977 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,751,977 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,069,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $375,659 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,101,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $674,342 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,151,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,751,977 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,069,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $682,737 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,834,627 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,834,627 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $375,659 | ExcessFromYear3Amt |
| Excess From Year2 | $1,101,889 | ExcessFromYear2Amt |
| Excess From Year1 | $674,342 | ExcessFromYear1Amt |
| Excess From Current Year | $682,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEIPSIC UNITED METHODIST CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 W MAIN ST | AddressLine1Txt |
| City | LEIPSIC | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45856 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $1,719,307 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,719,307 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $362,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $995,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $452,259 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,471,246 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $452,259 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,828,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,281,172 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 02079K107 ALPHABET INC | AT COST | $6,064 | $137,758 |
| 023135106 AMAZON COM INC | AT COST | $90,491 | $242,361 |
| 060505104 BANK OF AMERICA CORP | |||
| 22160K105 COSTCO WHOLESALE COR | AT COST | $24,850 | $90,546 |
| 235851102 DANAHER CORP DEL | AT COST | $15,307 | $38,916 |
| 437076102 HOME DEPOT INC | |||
| 464287804 ISHARES CORE S&P SMA | AT COST | $242,132 | $578,066 |
| 67066G104 NVIDIA CORP | AT COST | $52,325 | $718,958 |
| 998700926 BUCKEYE STAVE COCLOS | AT COST | $249,039 | |
| 037833100 APPLE INC | AT COST | $16,652 | $311,280 |
| 46625H100 JP MORGAN CHASE & CO | AT COST | $28,054 | $204,610 |
| 9983171C5 CL&F RESOURCESLIMITE | AT COST | $6,040,416 | $7,950,227 |
| 998700967 CONTINENTAL LAND & F | AT COST | $596,657 | |
| 11135F101 BROADCOM INC | AT COST | $71,288 | $524,342 |
| 57636Q104 MASTERCARD INC | AT COST | $23,967 | $142,720 |
| 594918104 MICROSOFT CORP | AT COST | $1,944 | $340,952 |
| 02079K305 ALPHABET INC | AT COST | $8,407 | $189,365 |
| 46137V357 INVESCO S&P 500 EQUA | |||
| 057071805 BAIRD INTERMEDIATE B | AT COST | $150,499 | $155,277 |
| 09260B747 BLACKROCK FLOATING R | AT COST | $149,169 | $148,911 |
| 21036PBK3 CONSTELLATION BRANDS | AT COST | $247,265 | $250,925 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $2,060,052 | $2,809,624 |
| 464287507 ISHARES CORE S&P MID | AT COST | $477,730 | $603,900 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $1,268,544 | $1,646,064 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $558,895 | $761,267 |
| 92343VDY7 VERIZON COMMUNICATIO | AT COST | $181,441 | $185,440 |
| 00774MAR6 AERCAP IRELAND CAP | AT COST | $246,028 | $252,045 |
| 125523AH3 CIGNA CORP 4.375% 10 | AT COST | $246,228 | $252,273 |
| 24422EXB0 JOHN DEERE CAPITAL C | AT COST | $253,156 | $256,733 |
| 26441CBW4 DUKE ENERGY CORP | AT COST | $251,833 | $254,868 |
| 29278NAF0 ENERGY TRANSFER PART | AT COST | $248,220 | $254,133 |
| 65339KCH1 NEXTERA ENERGY CAP 4 | AT COST | $249,298 | $252,683 |
| 718172CZ0 PHILIP MORRIS INTL I | AT COST | $251,413 | $254,800 |
| 78016HZS2 ROYAL BANK OF CANADA | AT COST | $151,016 | $154,641 |
| 842587DQ7 SOUTHERN CO | AT COST | $149,135 | $152,712 |
| 571748CB6 MARSH & MCLENNAN COS | AT COST | $249,090 | $256,438 |
| 571903BR3 MARRIOTT INTERNATION | AT COST | $248,965 | $255,313 |
| 89115A3C4 TORONTO-DOMINION BAN | AT COST | $249,963 | $255,870 |
| 902494BK8 TYSON FOODS INC | AT COST | $247,540 | $250,643 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COURT COSTS | $25 | $0 | $25 |
| PARTNERSHIP EXPENSES | $871,928 | $871,928 | $0 |
| INSURANCE | $999 | $0 | $999 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $1,923,505 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,471,246 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP ADJUSTMENT | $8,777 |
| ROUNDING | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,888 | $2,888 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $80,261 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $45,000 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,375 | $2,375 | $0 |
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