2026-05-07T11:01:39-05:00 2025-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2025-01-01 346503030 EDWARDS EC FBO LEIPSIC METHODIST EDWA 4192594736 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 4192594736 2026-03-27 true JEFFREY E KUHLIN P00353001 4123556000 2026-03-27 X 2025 2025-03-06 01:10:19Z X 22284383 X 362317 362317 995350 2183561 995350 0 1923505 1471246 3281172 2828913 122384 91788 30596 0 0 0 0 0 0 1050 0 0 1050 0 0 130524 5263 0 0 0 0 0 0 0 872952 871928 1024 1126910 968979 0 32670 1719307 1719307 2846217 968979 0 1751977 434955 1859934 0 448340 304026 304026 0 0 0 14169326 14757377 21980357 14617666 15061403 22284383 0 X 14617666 15061403 14617666 15061403 14617666 15061403 14617666 434955 8782 15061403 0 15061403 250. ALPHABET INC 2011-10-13 2025-03-21 41087 3453 37634 37634 61. ALPHABET INC 2011-10-13 2025-06-25 10420 843 9577 9577 330. ALPHABET INC 2025-03-21 53507 15059 38448 38448 65. ALPHABET INC 2011-10-13 2025-06-25 11036 903 10133 10133 570. AMAZON COM INC 2022-06-28 2025-03-21 110362 62067 48295 48295 100. AMAZON COM INC 2025-06-25 21379 10729 10650 10650 105. APPLE INC 2011-10-13 2025-06-25 21159 1527 19632 19632 12054. BAIRD INTERMEDIATE BOND FUND $0.246 2023-03-08 2025-05-21 125000 120781 4219 4219 1000. BANK OF AMERICA CORP 2018-11-06 2025-03-21 42166 28255 13911 13911 2000. BANK OF AMERICA CORP 2018-11-06 2025-05-21 87768 56510 31258 31258 9219.92 BLACKROCK FLOATING RATE INCOME PORTF 2025-02-11 2025-05-21 88327 89064 -737 -737 3828.1 BLACKROCK FLOATING RATE INCOME PORTF 2023-02-09 2025-05-21 36673 36824 -151 -151 275. BROADCOM INC 2021-06-01 2025-01-15 62727 12940 49787 49787 85. BROADCOM INC 2021-06-01 2025-06-25 22706 4000 18706 18706 55. COSTCO WHOLESALE CORP 2018-11-06 2025-03-21 49449 13017 36432 36432 10. COSTCO WHOLESALE CORP 2018-11-06 2025-06-25 10022 2367 7655 7655 115. DANAHER CORP 2018-11-06 2025-03-21 24042 10355 13687 13687 55. DANAHER CORP 2018-11-06 2025-06-25 10843 4952 5891 5891 130. HOME DEPOT INC 2025-03-21 45497 2884 42613 42613 265. HOME DEPOT INC 2003-03-11 2025-05-21 99164 5864 93300 93300 1000. INVESCO S&P 500 EQUAL WEIGHT $1.61700 2025-01-15 2025-05-28 176756 177638 -882 -882 400. INVESCO S&P 500 EQUAL WEIGHT $1.61700 2024-03-26 2025-05-28 70703 66696 4007 4007 550. INVESCO S&P 500 EQUAL WEIGHT $1.61700 2025-06-11 98370 86808 11562 11562 385. INVESCO S&P 500 EQUAL WEIGHT $1.61700 2022-11-16 2025-06-25 69040 55686 13354 13354 1165. INVESCO S&P 500 EQUAL WEIGHT $1.61700 2022-11-16 2025-07-16 212065 168506 43559 43559 330. JP MORGAN CHASE & CO 2025-03-21 78838 34129 44709 44709 35. JP MORGAN CHASE & CO 2010-04-29 2025-06-25 9840 1546 8294 8294 130. MASTERCARD INC 2016-08-16 2025-03-21 69510 12463 57047 57047 20. MASTERCARD INC 2016-08-16 2025-06-25 11128 1917 9211 9211 45. MICROSOFT CORP 1992-11-23 2025-06-25 22204 124 22080 22080 1185. NVIDIA CORP 2021-06-01 2025-01-15 160535 19217 141318 141318 1065. NVIDIA CORP 2025-05-28 144020 14627 129393 129393 145. NVIDIA CORP 2020-12-02 2025-06-25 21999 1968 20031 20031 65000. VERIZON COMMUNICATIONS INCDTD 3/16/2017 2023-12-18 2025-12-16 65219 63749 1470 1470 995350 25853 0 25853 0 25853 45000 0 0 45000 X 0 19147 19147 0 false false false false false true true false true true OH true false false false false true KEYBANK NA 2168134548 4900 TIEDEMAN RD OH-01-49-0381 BROOKLYN OH 44144 false false false false true false false false false false false false false false false false false false false false false false KEYBANK N A 127 PUBLIC SQUARE CLEVELAND OH 44114 TRUSTEE 1 122384 NONE 0 NONE 0 22235395 0 0 22235395 0 0 22235395 333531 21901864 1095093 1095093 25853 25853 1069240 0 1069240 0 1069240 1751977 0 0 0 0 1751977 1069240 0 0 0 0 375659 1101889 674342 2151890 1751977 0 0 0 1069240 682737 0 0 2834627 0 0 0 0 0 0 0 2834627 0 375659 1101889 674342 682737 X LEIPSIC UNITED METHODIST CHURCH 127 W MAIN ST LEIPSIC OH 45856 NONE PC GENERAL OPERATING 1719307 1719307 14 362317 18 995350 PARTNERSHIP INCOME 900099 452259 1 1471246 452259 2828913 3281172 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1050 1050 02079K107 ALPHABET INC AT COST 6064 137758 023135106 AMAZON COM INC AT COST 90491 242361 060505104 BANK OF AMERICA CORP 22160K105 COSTCO WHOLESALE COR AT COST 24850 90546 235851102 DANAHER CORP DEL AT COST 15307 38916 437076102 HOME DEPOT INC 464287804 ISHARES CORE S&P SMA AT COST 242132 578066 67066G104 NVIDIA CORP AT COST 52325 718958 998700926 BUCKEYE STAVE COCLOS AT COST 249039 037833100 APPLE INC AT COST 16652 311280 46625H100 JP MORGAN CHASE & CO AT COST 28054 204610 9983171C5 CL&F RESOURCESLIMITE AT COST 6040416 7950227 998700967 CONTINENTAL LAND & F AT COST 596657 11135F101 BROADCOM INC AT COST 71288 524342 57636Q104 MASTERCARD INC AT COST 23967 142720 594918104 MICROSOFT CORP AT COST 1944 340952 02079K305 ALPHABET INC AT COST 8407 189365 46137V357 INVESCO S&P 500 EQUA 057071805 BAIRD INTERMEDIATE B AT COST 150499 155277 09260B747 BLACKROCK FLOATING R AT COST 149169 148911 21036PBK3 CONSTELLATION BRANDS AT COST 247265 250925 464287200 ISHARES CORE S&P 500 AT COST 2060052 2809624 464287507 ISHARES CORE S&P MID AT COST 477730 603900 46432F842 ISHARES CORE MSCI EA AT COST 1268544 1646064 46434G103 ISHARES CORE MSCI EM AT COST 558895 761267 92343VDY7 VERIZON COMMUNICATIO AT COST 181441 185440 00774MAR6 AERCAP IRELAND CAP AT COST 246028 252045 125523AH3 CIGNA CORP 4.375% 10 AT COST 246228 252273 24422EXB0 JOHN DEERE CAPITAL C AT COST 253156 256733 26441CBW4 DUKE ENERGY CORP AT COST 251833 254868 29278NAF0 ENERGY TRANSFER PART AT COST 248220 254133 65339KCH1 NEXTERA ENERGY CAP 4 AT COST 249298 252683 718172CZ0 PHILIP MORRIS INTL I AT COST 251413 254800 78016HZS2 ROYAL BANK OF CANADA AT COST 151016 154641 842587DQ7 SOUTHERN CO AT COST 149135 152712 571748CB6 MARSH & MCLENNAN COS AT COST 249090 256438 571903BR3 MARRIOTT INTERNATION AT COST 248965 255313 89115A3C4 TORONTO-DOMINION BAN AT COST 249963 255870 902494BK8 TYSON FOODS INC AT COST 247540 250643 COURT COSTS 25 0 25 PARTNERSHIP EXPENSES 871928 871928 0 INSURANCE 999 0 999 PARTNERSHIP INCOME 1923505 1471246 PARTNERSHIP ADJUSTMENT 8777 ROUNDING 5 FOREIGN TAXES 2888 2888 0 FEDERAL TAX PAYMENT - PRIOR YE 80261 0 0 FEDERAL ESTIMATES - PRINCIPAL 45000 0 0 FOREIGN TAXES ON NONQUALIFIED 2375 2375 0