2026-04-14T13:32:45-05:00 2025-12-31 394917009 MELLOTT ADVISORS LLC 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990PF 2025-01-01 474445999 FIAT 31 FOUNDATION INC FIAT 5136590081 7970 NAGEL VILLAGE DR CINCINNATI OH 452553508 CARMEN HODGE VICE-PRESIDENT 5133100543 2026-04-14 1 JOHN P MELLOTT P00083918 5132412940 2025 2025-03-06 01:10:19Z X 267914 X X 7 7 4313 4313 3553 42932 3553 7873 7873 0 0 0 3755 2628 563 2023 41 100 5778 2669 663 11350 11350 17128 2669 12013 -9255 5204 3694 6083 6083 4097 0 0 204685 197138 261831 212476 203221 267914 0 0 X 0 0 0 0 212476 203221 212476 203221 212476 203221 212476 -9255 0 203221 0 203221 UBS FINANCIAL SERVICES 13574 11939 1635 1635 UBS FINANCIAL SERVICES 29335 27440 1895 1895 CAPITAL GAINS DIVIDENDS P 23 23 23 3553 72 0 72 0 72 0 0 0 0 0 0 72 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 0 0 0 1 N/A CARMEN HODGE 5133100543 7970 NAGEL VILLAGE DR CINCINNATI OH 45255 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARMEN M HODGE 7970 NAGEL VILLAGE DR CINCINNATI OH 45255 PRESIDENT 0.50 0 0 0 RALPH J HODGE 3534 ROYAL STEWART CT CINCINNATI OH 45242 TRUSTEE 0.50 0 0 0 ROBERT J HODGE JR 6362 BEACONWOOD DR CINCINNATI OH 45230 TRUSTEE 0.50 0 0 0 CARMEN HUFFMAN 8295 TIDEWATER CT CINCINNATI OH 45255 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 250480 3148 0 253628 0 0 253628 3804 249824 12491 12491 72 72 12419 0 12419 0 12419 12013 0 12013 12419 10454 0 0 12013 10454 0 0 1559 0 0 0 0 0 0 0 0 10860 0 0 0 X ARTHRITIS FOUNDATION 1355 PEACHTREE ST NE SUITE 600 ATLANTA GA 30309 NC GENERAL DONATION 100 AMERICAN BROTHERHOOD FOR THE BLIND DBA BLIND CHILDREN AND ADULTS 1800 JOHNSON STREET BALTIMORE MD 21230 NC GENERAL DONATION 100 CATHOLIC RELIEF SERVICES PO BOX 5202 HARLAN IA 51593 NC GENERAL DONATION 100 CHRISTIAN APPALACHIAN PROJECT 485 PONDEROSA DRIVE PAINTSVILLE KY 41240 PC GENERAL DONATION 100 CINCINNATI ZOO 3400 VINE ST CINCINNATI OH 45220 NC GENERAL DONATION 250 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE SUITE 1100 N BETHESDA MD 20814 PC GENERAL DONATION 100 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 PC GENERAL DONATION 100 COMMUNITY SONS OF THE DIVINE WILL INC PO BOX 701327 SAINT CLOUD FL 347701327 PC GENERAL DONATION 10500 11350 0 14 7 14 4313 18 3553 0 7873 0 7873 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND CONSULTING 3755 2628 563 REQUESTED ABATEMENT OF THE FORM 4720 EXCISE TAX IN 2023 DUE TO EXTENUATING CIRCUMSTANCES SURROUNDING THE DEATH OF THE PRESIDENT AND TRUSTEE ABBOTT LABS 5744 6891 AMERICAN EXPRESS CO 5571 8139 ANALOG DEVICES INC 6474 8407 AUTOMATIC DATA PROCESSING INC 5198 5402 BLACKROCK INC 4794 6422 BROADCOM INC 13388 32880 CHUBB LTD 4080 4994 COCA COLA CO 2783 3076 EXXON MOBIL CORP 4386 4693 HOME DEPOT INC 5569 5506 JPMORGAN CHASE & CO 7836 12567 LINDE PLC 8393 8101 MARSH & MCLENNAN COS 3284 2968 MCDONALDS CORP 6334 7029 MICROSOFT CORP 22154 25632 MORGAN STANLEY 7110 12782 NEXTERA ENERGY INC 5852 6422 ORACLE CORP 9722 16178 PROCTER & GAMBLE CO 6330 5446 PROLOGIS INC 6520 7404 REPUBLIC SERVICES INC 3631 3815 TAIWAN SEMICONDUCTOR MFG CO 10193 20968 TJX COS INC 6063 8295 TRANE TECHNOLOGIES PLC 5202 5838 UNION PACIFIC CORP 6656 6246 CISCO SYSTEMS INC 6375 6316 EATON CORP PLC 5585 5733 RTX CORP 7217 9170 TEXAS INSTRUMENTS 4694 4511 MANAGEMENT FEES 1882 0 0 STATE REGISTRATION FEES 100 0 100 FOREIGN TAX 41 41 0