2026-07-16T10:39:41+00:00 2025-12-31 311119890 Barnes Dennig & Co LTD 150 East 4th St Cincinnati OH 45202 990PF 2025-01-01 264341856 The Edward L Levine Family Foundation EDWA 5137061209 4300 Fox Brook Lane Charlotte NC 28211 Megan M Levine President 2026-07-16 true Paula L Hume P00537516 5132418313 2026-07-16 2025 2025-03-06 01:10:19Z X 3588698 X 1403855 63396 63396 1534020 1990865 1534020 0 0 0 -17020 0 0 2984251 1597416 0 19177 19177 34504 34504 0 0 7658 7658 0 0 4674 4674 0 0 10888 10888 0 0 0 0 0 2211 2211 0 0 79112 79112 0 0 322500 322500 401612 79112 0 322500 2582639 1518304 0 65593 330961 330961 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 232120 2560954 2826503 0 0 0 0 0 0 0 0 0 0 0 0 0 177933 163860 431234 475646 3055775 3588698 0 0 0 0 0 0 X 455892 453382 19754 2602393 475646 3055775 475646 3055775 475646 2582639 0 3058285 2510 3055775 Broadcom CRP/CAYMN FI P 2025-05-06 2025-10-23 22004 21830 174 0 174 Howmet Aerospace Inc P 2025-05-05 2025-12-03 21495 21334 161 0 161 Sprint LLC P 2025-05-07 2025-11-03 20000 20116 -116 0 -116 Fidelity INTL INDX P 2025-05-02 2025-07-11 7512 7134 378 0 378 Fidelity 500 Index Fund P 2025-05-02 2025-06-24 9865 9187 678 0 678 Fidelity 500 Index Fund P 2025-05-02 8928 8112 816 0 816 Fidelity 500 Index Fund P 2025-05-02 2025-12-03 22879 18963 3916 0 3916 iShares Core S&P Midcap ETF P 2025-05-02 2025-06-24 15321 14600 721 0 721 JPMorgan Betabuilders Europe ETF P 2025-07-11 10891 10661 230 0 230 JPMorgan Betabuilders Europe ETF P 2025-05-02 2025-07-11 4194 4035 159 0 159 JPMorgan Betabuilders Japan ETF P 2025-05-02 2025-12-03 2938 2532 406 0 406 JPMorgan Betabuilders Canada P 2025-05-02 2025-07-11 7409 6916 493 0 493 JPMorgan Betabuilders Canada P 2025-05-02 2025-12-03 1263 1052 211 0 211 Six Circle MGD EQ US UNCON P 2025-05-02 2025-06-24 22479 20856 1623 0 1623 Six Circle MGD EQ US UNCON P 2025-12-03 59238 48435 10803 0 10803 Six Circle MGD EQ INTL UNCON P 2025-07-11 2025-12-03 9589 8962 627 0 627 Apple Inc D 2014-07-30 2025-05-01 85076 9805 75271 0 75271 JPMorgan Chase & Co D 2025-05-01 217060 44567 172493 0 172493 Microsoft Corp D 2013-07-02 2025-05-01 215252 17039 198213 0 198213 Wells Fargo & Co D 2013-07-30 2025-05-01 36152 21709 14443 0 14443 JPMorgan Chase & Co D 2012-03-21 2025-05-01 248068 44980 203088 0 203088 Microsoft Corp D 2025-02-14 132224 12095 120129 0 120129 Microsoft Corp D 2025-05-01 764146 55908 708238 0 708238 US Bancorp D 2010-04-13 2025-05-01 7115 4823 2292 0 2292 Wells Fargo & Co D 2025-05-01 39767 21194 18573 0 18573 1534020 21104 0 21104 21104 2500 0 25000 27500 X 906 5490 5490 0 false false false false false false false false true WY true false false false false true n/a JD Seibert and Company Inc 5132418888 20 W Ninth street Cincinnati OH 45202 false false false false true false false false false false false false false false false false false false false false false false MORGAN LEVINE 4300 Fox Brook Lane Charlotte NC 28211 Director 2.00 0 0 MEGAN LEVINE 4300 Fox Brook Lane Charlotte NC 28211 President 20.00 19177 0 0 2499906 342898 431234 3274038 0 3274038 49111 3224927 161246 161246 21104 21104 140142 140142 140142 322500 0 0 322500 140142 0 2021 0 130463 127955 147282 116155 100514 622369 322500 0 0 0 140142 182358 0 804727 0 0 0 0 0 130463 674264 127955 147282 116155 100514 182358 X Adath Israel Congregation 3201 E Galbraith Road Cincinnati OH 45236 None PC Gift 260000 Talbert House 2600 Victor Parkway Cincinnati OH 45206 None PC Gift 2500 Carolina Wildlife Conservation Center 5551 Bush River Road Columbia SC 29212 None PC Gift 60000 322500 0 14 0 0 14 63396 18 1534020 RENTAL LOSS 531390 16 -17020 0 1580396 0 1580396 false false false false false false false false false false X X 1 2024 Edward L Levine Trust Michael G Schwartz Trustee 301 E 4t h Street Suite 3500 Cincinnati OH 45202 1403855 X Accounting Fees 7658 7658 0 0 Apple Inc 0 0 JPMorgan Chase & Co 0 0 Microsoft Corp 0 0 US Bancorp DEL 0 0 Wells Fargo & Co 0 0 Fidelity 500 Index Fund 295489 355538 Six Circle MGD EQ US UNCON 598092 725559 State Street Financial Select 50959 56084 State Street Industrial Select 7267 8376 JPMorgan Betabuilders Canada 28115 34782 Six Circle MGD EQ INTL UNCON 287369 322171 JPMorgan Betabuilders Europe ETF 7419 8356 Japaneses Betabuilders Japan ETF 58560 65119 JPMorgan Betabuilders Develop 21941 23984 Boeing Co 21668 21974 CVS Health Corp 21005 21008 Fedex Corp 21745 21953 Dominion Energy Inc 21386 21836 Exelon Corp 21785 21957 Target Corp 21661 21915 Abbvie Inc 15831 15964 Crown Castle Inc 21987 22620 McKesson Corp 21196 21648 Diamondback Energy Inc 21552 21841 Gen Motors FINL Co 22021 22076 Thermo Fisher Scientific 21129 21206 S&P Global Inc 21568 21795 Sonoco Products Co 22045 22558 Amern Express Co 21286 21681 Energy Transfer LP 21772 22010 US Bancorp 11736 11907 TYCO Electronics Group S 21406 21791 Zoetis Inc 21326 21685 Conagra Brands Inc 22102 22817 Marsh & McLennan Cos Inc 21140 21248 UDR Inc 21382 21750 UnitedHealth Group Inc 25510 25683 Goldman Sachs Group Inc 25505 25856 Take-Two Interactive SOF 21207 21407 Marriott Intl 21694 22031 St Str Corp 22088 22181 Morgan Stanley 35117 35754 Wells Fargo & Co 26058 26291 Otis Worldwide Corp 21417 21641 PNC Finl Services 17240 17430 Charter Comm Opt LLC/CAP 21678 22466 Air Products & Chemicals 17166 17298 Trane Tech Fin LTD 21527 21842 Rep Services Inc 25330 25621 O'Reilly Automotive Inc 21337 21793 HCA Inc 21287 21925 RLTY Income Corp 21351 21893 Constellation Brands Inc 21562 22152 Williams Companies Inc 12997 13248 PUB SVC Elec 21856 22568 Uber Technologies Inc 22109 22137 CSX Corp 22437 22458 Amgen Inc 21710 22383 McDonald's Corp 25039 25857 Mastercard Inc 24886 25389 BAT CAP Corp 21963 22471 Mondelez Intl 11930 12130 Boston Scientific Corp 11198 11292 US Bancorp 6191 6178 Broadcom Inc 22112 21983 FDLTY Natl Info Serv 21416 22304 Citigroup Inc 21436 21997 Duke Energy Carolinas 15112 15649 BK of Amer Corp 38561 40067 PUB Storage OP CO 21838 22604 Royal BK of Canada 17149 17315 Legal Fees 34504 34504 0 0 LLC Interest 177933 163860 431234 Cost Basis Adjustment 2510 Other expenses 2211 2211 0 0 Rental Loss -17020 CT Corporation 4674 4674 0 0 Payroll Taxes 10018 10018 0 0 Foreign Taxes 870 870 0 0