2024-04-30T15:33:21-05:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 356017466 SHROYER SCHOLARSHIP FUND 000381 SHRO 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 AMY JONES FIDUCIARY TAX MGR 7657471500 2024-04-25 1 AMY JONES 999009999 1 CASSE TATE P01271193 3175802000 2024-04-25 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1121274 X X 29448 29448 5942 208760 5942 7800 0 43190 35390 13428 4028 9400 1050 0 0 2185 0 2185 21 21 0 60 0 0 16744 4049 11585 97162 97162 113906 4049 108747 -70716 31341 116140 48647 48647 383 660 383 383 242633 227643 624471 433749 445690 447773 793182 722363 1121274 0 0 X 793182 722363 0 0 0 0 793182 722363 793182 722363 793182 -70716 0 722466 103 722363 PUBLICLY TRADED SECURITIES` P 2023-01-01 2023-12-31 198280 202818 -4538 -4538 CAPITAL GAINS DIVIDENDS P 10480 10480 10480 5942 436 0 436 0 436 729 0 0 0 729 0 293 293 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A FIRST MERCHANTS PRIVATE WEALTH ADV 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FIRST MERCHANTS PRIVATE WLTH ADVISO 200 EAST JACKSON STREET MUNCIE IN 47305 TRUSTEE 1.00 13428 0 0 NONE 0 NONE 0 0 1065914 60087 0 1126001 0 0 1126001 16890 1109111 55456 55456 436 436 55020 7800 62820 0 62820 108747 0 108747 62820 0 0 58831 58831 108747 0 0 0 62820 45927 0 0 104758 0 0 0 0 0 0 0 104758 58831 45927 FIRST MERCHANTS PRIV WLTH ADV - HR 200 EAST JACKSON STREET MUNCIE IN 47305 7657471500 CONTACT FIRST MERCHANTS PRIVATE WEALTH ADVISORS - HR DEPARTMENT RECIPIENT MUST ACHIEVE AND MAINTAIN AT LEAST A 2.0 AVERAGE GPA MID-MARCH. CONTACT FIRST MERCHANTS PRIVATE WEALTH ADVISORS - HR DEPARTMENT CHILDREN OF EMPLOYEES OF FIRST MERCHANTS BANK OR OLD NATIONAL BANK, WITH TWO YEARS EMPLOYMENT. PREFERENCE GIVEN TO APPLICANTS PURSUING A COLLEGE EDUCATION IN NURSING OR A MEDICAL FIELD. OTHERWISE AWARDS ARE GIVEN TO APPLICATNS PURSUING A COLLEGE EDUCATION. ANDREW HAUGHN 5400 N AUSTIN DR MUNCIE IN 47304 NONE I SCHOLARSHIP 3402 BREONNA ANDERSON 426 N COUNTY RD 650 E SELMA IN 47383 NONE I SCHOLARSHIP 6378 CADEN LEFDAHL 1720 WILLIAMS WAY E ANDERSON IN 46011 NONE I SCHOLARSHIP 6378 CASSANDRA DOAN 7110 N MORRISON RD MUNCIE IN 47304 NONE I SCHOLARSHIP 3827 CHANCE CREVISTON 7320 W ISANOGEL RD MUNCIE IN 47304 NONE I SCHOLARSHIP 4252 CLARA TAYLOR 11638 TYLERS CLOSE FISHERS IN 46037 NONE I SCHOLARSHIP 4252 ELI MANIES 322 NORTH ST CHESTERFIELD IN 46017 NONE I SCHOLARSHIP 3827 ELIZABETH CREVISTON 7320 W ISANOGEL RD MUNCIE IN 47304 NONE I SCHOLARSHIP 3827 ELLA VANOOTEGHEM 3108 S MEGGY LN YORKTOWN IN 47396 NONE I SCHOLARSHIP 4252 ERICA DOAN 7110 N MORRISON RD FISHERS IN 47304 NONE I SCHOLARSHIP 3402 GARRETT BARNES 8545 W CENTRAL AVE SHIRLEY IN 47384 NONE I SCHOLARSHIP 4252 GRETCHEN MOORE 8800 GREENVILLE DR YORKTOWN IN 47396 NONE I SCHOLARSHIP 3827 HANNAH COE 3091 S 1200 W PARKER CITY IN 47368 NONE I SCHOLARSHIP 3402 HUNTER SLAVEN 8505 W EUCALYPTUS AVE MUNCIE IN 47304 NONE I SCHOLARSHIP 4252 JENNA SYLVESTER 803 N TK WAY YORKTOWN IN 47396 NONE I SCHOLARSHIP 3402 MADISYN WEST 6000 W WESTPORT RD MUNCIE IN 47304 NONE I SCHOLARSHIP 5315 NICHOLAS CRABTREE 2900 CLAYBRIDGE LANE MUNCIE IN 47304 NONE I SCHOLARSHIP 3402 SOPHIA WILKINSON 4404 W COUNTY RD 100 N NEW CASTLE IN 47362 NONE I SCHOLARSHIP 6378 TIMOTHY SHAFFER 2208 W NORWOOD DR MUNCIE IN 47304 NONE I SCHOLARSHIP 4252 TYLER HORTON 8578 VANGUARD LN INDIANAPOLIS IN 46234 NONE I SCHOLARSHIP 3827 VICTOR MEANS 7020 S BOUGAINVILLEA TERRACE MUNCIE IN 47302 NONE I SCHOLARSHIP 4252 WALKER MOORE 8800 GREENVILLE DR YORKTOWN IN 47396 NONE I SCHOLARSHIP 3402 WYATT MEANS 82 EAST MAIN STREET PO BOX 472 OWINGSVILLE KY 40360 NONE I SCHOLARSHIP 3402 97162 0 14 29448 18 5942 RETURN OF PY SCHOLARSHIPS 14 7800 0 43190 0 43190 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2185 0 2185 CORPORATE BONDS & NOTES 345940 347984 TAXABLE BOND FUNDS 50000 50000 U.S. GOVERNMENT AGENCIES 49750 49789 LARGE/MULTI CAP EQUITY FUNDS 170738 440108 INTERNATIONAL EQUITY FUNDS 12879 21934 ETF MID CAP 31271 115448 ETF SMALL CAP 12755 46981 LEGAL FEES 1050 0 0 TAXABLE BOND PREMIUM AMORTIZATION 103 MISCELLANEOUS EXPENSE 60 0 0 RETURN OF PY SCHOLARSHIPS 7800 7800 FOREIGN TAXES WITHHELD 21 21 0