2025-06-16T12:04:17-05:00 2024-07-31 203250784 WILKINS CREWS & ASSOCIATES PC 430 CHESTNUT STREET FOURTH FLOOR CHATTANOOGA TN 37402 990PF 2023-08-01 581586433 THE PECKERWOOD FOUNDATION PECK 4234132715 5213 WILSON AVE SIGNAL MOUNTAIN TN 37377 JACK KRUESI PRESIDENT 4234132715 2025-06-13 1 1 SUSAN M JOHNSON P00741734 4232665177 2025-06-13 2023 2025-03-06 01:10:19Z X X 6908278 X X 11 11 120731 120731 99691 461892 99691 220433 220433 0 0 0 255 255 0 2285 2285 0 7462 7462 0 6484 2614 3870 3562 0 3562 119102 119102 0 139150 131718 7432 507035 507035 646185 131718 514467 -425752 88715 38304 4932 4932 2213118 2140890 4595065 173851 144470 146685 2244891 83295 1660471 2161596 2161596 4085744 4451888 6908278 48805 612650 33074 0 81879 612650 X 1583282 1583282 0 0 2420583 2255956 4003865 3839238 4085744 4451888 4003865 -425752 261125 3839238 0 3839238 3M CO - 250 SHS 2009-03-25 2023-08-25 24788 10385 14403 14403 BROWN FORMAN CRP - 203 SHS 2018-12-26 2023-09-12 13038 9334 3704 3704 DISCOVER FINANCIAL SVS - 350 SHS 2022-05-13 2023-10-03 31355 36593 -5238 -5238 DISCOVER FINANCIAL PTNRS - 250 SHS 2007-03-05 2023-11-06 16907 3335 13572 13572 3M CO - 250 SHS 2009-03-25 2024-01-29 14358 10385 3973 3973 DIAGEO PLC - 200 SHS 2011-09-13 2024-04-04 29410 15228 14182 14182 DIAGEO PLC - 90 SHS 2014-10-21 2024-04-04 13234 10208 3026 3026 RTX CORP - 235 SHS 2009-05-22 2024-04-04 23195 6652 16543 16543 RTX CORP - 100 SHS 2014-10-21 2024-04-04 9870 5683 4187 4187 RTX CORP - 185 SHS 2020-04-14 2024-04-04 18260 12034 6226 6226 TEXAS INSTRUMENTS - 150 SHS 2015-08-11 2024-04-04 48322 14290 34032 34032 AMER ELECTRIC POWER CO - 235 SHS 2019-09-13 2024-06-28 20693 21493 -800 -800 AMER ELECTRIC POWER CO - 245 SHS 2021-03-10 2024-06-28 21574 19882 1692 1692 EOG RESOURCES INC - 440 SHS 2021-06-18 2024-06-28 55289 35592 19697 19697 STARBUCKS CORP - 165 SHS 2021-11-10 2024-06-28 12915 18797 -5882 -5882 STARBUCKS CORP - 150 SHS 2023-06-20 2024-06-28 11741 15237 -3496 -3496 SOLVENTUM CORP - 75 SHS 2009-03-25 2024-04-01 53 23 30 30 GUGGENHEIM T/R BD FD - 121.793 SHS 2024-07-30 2884 2821 63 63 TCW T/R BOND FUND - 268.329 SHS 2024-07-30 2136 2097 39 39 GUGGENHEIM T/R BD FD - 2529.954 SHS 2024-07-30 59909 71633 -11724 -11724 TCW T/R BOND FUND - 4015.253 SHS 2024-07-30 31961 40499 -8538 -8538 99691 1233 0 1233 0 1233 1930 0 0 0 1930 0 697 697 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A PAUL J KRUESI III 4234132715 5213 WILSON AVE SIGNAL MOUNTAIN TN 37377 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STARR KRUESI WEEKES 120 N ANGELA DRIVE HAILEY ID 83333 TRUSTEE 0.00 0 0 0 PAUL JOHN KRUESI III 5213 WILSON AVE SIGNAL MOUNTAIN TN 37377 TRUSTEE 0.00 0 0 0 JULIE BEACH 5213 WILSON AVE SIGNAL MOUNTAIN TN 37377 MANAGER 0.00 0 0 0 PENNY MCGEE 487 ROY BIRD ROAD ROCK SPRING GA 30739 MANAGER 0.00 0 0 0 NONE 0 NONE 0 OPERATION OF WILDLIFE SANCTUARY FOR THE PRESERVATION AND STUDY OF THE NATURAL FLORA AND FAUNA OF THE CUMBERLAND MOUNTAIN AREA. PROVIDED CONTRIBUTIONS TO MCCOY FARM AND GARDENS FOR THE SUMMER INTERNSHIP PROGRAM AND TO THE UNIVERSITY OF TENNESSEE FOR ENVIRONMENTAL RESEARCH. 125910 N/A 0 0 4035146 18371 0 4053517 0 0 4053517 60803 3992714 199636 199636 1233 1233 198403 0 198403 0 198403 514467 0 514467 198403 185628 0 0 514467 185628 0 0 198403 130436 0 0 130436 0 0 0 0 0 0 0 130436 130436 PAUL JOHN KRUESI III X IMPROVEMENTS MADE FOR EXEMPT PURPOSE OF FOUNDATION WILSON AVE SIGNAL MOUNTAIN TN 37377 PF ENVIRONMENTAL 31125 MCCOY FARM AND GARDENS 1604 TAFT HIGHWAY SIGNAL MOUNTAIN TN 37377 PC ENVIRONMENTAL 76000 THE UNIVERSITY OF TENNESSEE 615 MCCALLIE AVE CHATTANOOGA TN 37403 PC ENVIRONMENTAL 49910 LAND PURCHASE FOR EXEMPT PURPOSE OF FOUNDATION WILSON AVE SIGNAL MOUNTAIN TN 37377 PF ENVIRONMENTAL 350000 507035 0 14 11 14 120731 16 18 99691 0 220433 0 220433 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 255 255 0 1266 SHS NEOGEN CORP 9193 21560 7643 SHS 3M CO 375809 974864 1910 SHS SOLVENTUM 58303 112461 COMMON STOCK UBS 7350 1697585 3486180 MUTUAL FUNDS UBS 7350 AT COST 144470 146685 LAND 418750 0 418750 LAWNMOWER-DIXIE CHOPPER 8189 8189 0 CARPETING 5549 5549 0 ROOFING 5990 5990 0 ROOFING 14615 14615 0 SIDING 3952 3952 0 CARETAKER'S HOUSE 45000 45000 0 CHESTNUT STREET PROPERTY 15000 0 15000 JAY WHITE PROPERTY 504512 0 504512 SAMUEL BOLLINGER PROPERTY 311711 0 311711 WINTON WAY PROPERTY 92118 0 92118 TRACTOR 84611 0 84611 CUTTING HARROW 11075 0 11075 DISC HARROW 5875 0 5875 SHEARX FOREST MULCHER 37500 0 37500 HABITAT LAND IMPROVEMENTS 26125 0 26125 BARRIER FENCE 27080 0 27080 WETLAND ENLARGEMENT 50900 0 50900 HOUSE IMPROVEMENTS 75214 0 75214 HOUSE IMPROVEMENTS 31125 0 31125 SAWYER ROAD PROPERTY 470000 0 470000 BANK FEES 206 206 0 ADVISORY FEES 65629 65629 0 INSURANCE 2377 2377 0 REPAIRS & MAINTENANCE 9474 9474 0 SUPPLIES 3070 3070 0 LEASED EMPLOYEE 38346 38346 0 QUALIFYING DISTRIBUTIONS FOR EXEMPT PURPOSES 261125 CREDIT CARD PAYABLE 33074 0 OTHER FEES 2285 2285 0 PROPERTY TAXES 3870 0 3870 FEDERAL TAXES 2614 2614 0