2022-09-15T13:29:28-04:00 2022-05-31 381335762 COOLEY HEHL SABO & CALKINS PLLC 1 SOUTH MONROE MONROE MI 48161 990PF 2021-06-01 386146348 LEON WELLS TRUST FIRST MERCHANTS BANK LEON 7342422734 10 WASHINGTON ST MONROE MI 48161 FIRST MERCHANTS BANK TRUSTEE 7343848139 2022-09-03 true KASSIE NIPPER XXX-XX-XXXX MATTHEW HEHL P01220404 7342417200 2022-09-03 2021 2023-04-26 12:10:37Z X 330216 X X 6078 6078 6078 28323 123957 28323 34401 34401 6078 3633 1816 1817 1000 500 500 4633 2316 2317 15350 15350 19983 2316 17667 14418 32085 6078 11827 7543 7543 252150 270852 322673 263977 278395 330216 0 X 263977 278395 263977 278395 263977 278395 263977 14418 278395 278395 SEE ATTACHED - FMB 27 00 C014 5 22 P 2020-10-19 2022-04-06 106343 79299 27044 27044 SEE ATTACHED - FMB 27 00 C014 5 22 P 2020-10-19 2021-08-31 15951 16335 -384 -384 28323 446 446 446 446 false false false false false false false true true MI true false false false false true N/A KASSIE NIPPER - FIRST MERCHANTS BK 7343848139 10 WASHINGTON ST MONROE MI 48161 X false false false false true false false false false false false false false false true false false false false false false false FIRST MERCHANTS BANK 10 WASHINGTON ST MONROE MI 481612162 TRUSTEE 1.00 3633 0 0 NONE NONE N/A 348508 9170 0 357678 357678 5365 352313 17616 17616 446 446 17170 17170 17170 17667 17667 17170 3657 17667 3657 14010 3160 FIRST MERCHANTS BANK 10 WASHINGTON ST MONROE MI 48161 7342422734 SEE ATTACHMENT SEE ATTACHMENT SEE ATTACHMENT KAELAN PARRY 13443 DIXON RD DUNDEE MI 48131 NONE N/A UNIVERSITY OF TOLEDO 1300 EMILY GOODIN 16183 RAILROAD ST PETERSBURG MI 49270 NONE N/A BOWLING GREEN UNIVERSITY 570 MACKENZIE MCAVOY 1776 IRISH RD DUNDEE MI 48131 NONE N/A CENTRAL MICHIGAN UNIV 1300 CAILIN HAMET 453 CORINTH CIRCLE DUNDEE MI 48131 NONE N/A UNIV. OF TOLEDO 1300 NOAH DUSSEAU 8770 SUMMERFIELD RD PETERSUBRG MI 49270 NONE N/A UNIVERSITY OF TOLEDO 70 HANNAH KEINATH 16669 DAVIS ROAD DUNDEE MI 48131 NONE N/A UNIV. OF NEBRASKA-LINCOLN 1300 BREANN ROBERTS 4457 TEAL RD PETERSBURG MI 49270 NONE N/A EASTERN MICHIGAN UNIV. 570 MASON SHIPE 282 W WALNUT STREET PETERSUBRG MI 49270 NONE N/A UNIVERSITY OF TOLEDO 760 MARISA STEFFEN 220 W MADISON ST PETERSBURG MI 49270 NONE N/A BALL STATE UNIVERSITY 760 KALLIE WILSON 198 CAREY ST DEERFIELD MI 49238 NONE N/A JACKSON COLLEGE 760 SYDNEY CLARK 14890 MOROCCO ROAD PETERSBURG MI 49270 NONE N/A ADRIAN COLLEGE 760 MARKUS HEWITT 3787 FOREST AVENUE PETERSBURG MI 49270 NONE N/A UNIVERSITY OF TOLEDO 760 MADISON SHANER 4144 SCHOOL RD TEMPERANCE MI 48182 NONE N/A UNIVERSITY OF TOLEDO 760 NICHOLAS BELLAIRE 15550 OLD DIXON RD DUNDEE MI 48131 NONE N/A UNVERSITY OF MICHIGAN 1300 BRENDAN LINENKUGEL 14989 IDA CENTER RD PETERSBURG MI 49270 NONE N/A UNIVERSITY OF TOLEDO 760 ASHLEY SMITH 132 CARNEY DRIVE DUNDEE MI 48131 NONE N/A UNIVERSITY OF MICHIGAN 1300 CORRYN PROCHNOW 478 N COUNTY LINE ROAD DEERFIELD MI 49238 NONE N/A UNIVERSITY OF TOLEDO 760 BROOKLYN BASHAW 3955 MCNEIL DRIVE PETERSBURG MI 49270 NONE N/A UNIVERSITY OF TOLEDO 760 15850 14 6078 18 28323 34401 34401 4 THE FOUNDATIONS SOLE FUNCTION IS TO PROVIDE GRANTS FOR 8 COLLEGE TO GRADUATING SENIORS OF DUNDEE COMMUNITY AND SUMMERFIELD COMMUNITY SCHOOLS FROM ITS FUNDS MANAGED BY THE BANK TRUSTEE. THE SCHOLARSHIP COMMITTEE, CONSISTING OF THE TWO SCHOOL SUPERINTENDENTS AND A PROBATE JUDGE, IS RESPONSIBLE FOR SELECTING STUDENTS FOR SCHOLARSHIPS. false false false false false false false false false false INDIRECT ACCOUNTING FEES 1000 500 500 235 SHS DFA US SMALL CAP VALUE 7182 9973 188 SHS TRIBUTARY SMALL CO INSTL 51 SHS VANGUARD 500 INDEX SIGNA 7385 19445 42 SHS VANGUARD CONSUMER STAF 2239 3951 20 SHS VANGUARD ENERGY INDX FFD 926 1198 99 SHS VANGUARD INFO TECH 8993 18224 192 SHS VANGUARD GROWTH IDX 9791 24127 73 SHS VANGUARD HEALTH CARE INDX 3976 8864 22 SHS VANGUARD UTILITIES FD 1380 1716 426 SHS VANGUARD VALUE INDX 13285 23927 142 SHS DFA EMERGING MKTS CORE 2345 3264 47 SHS VANGUARD ADM FDS S&P SC600 85 SHS VANGUARD WORLD FDS UTIL 131 SHS VANGUARD COM SERV INDEX 5653 6879 44 SHS VANGUARD CON DISCIND 3934 5812 1,865 DODGE & COX INCOME FUND 25455 24099 765 FEDERATED TOTAL RETURN SERS 304 FIDELITY SHORT TERM TREASURYBOND 401 FIDELITY NEW MRKTS INC CLASS I 1015 PRINCIPAL FDS INC 1122 ROWE T PRICE INTL FDS 89 CHARLES SCHWAB INTERMEDIATE 9,95 VANGUARD TOTAL BOND MARKET FUND 106123 100354 1,152 SHS LORD ABBETT HIGH YIELD 8794 7718 1,561 SHS NORTHERN UNLTRA-SHORT 16112 15691 281 SHS VANGUARD EMERGING MKTS BD 7803 6436 528 SHS VANGUARD TOTAL INTL BD 12061 10642 221 SHS WCW FOCUSED EMERGING MKTS FD 4401 3097 182 SHS VANGUARD TAX MNGD SM CAP 16554 15012 13 SHS VANGUARD INDUSTRIALS INDX 1275 1149 71 SHS VANGUARD FINLH INDEX FD 2231 3100 30 SHS VANGUARD MID CAP INDEX 2954 7995