2024-05-09T14:25:59-05:00 2023-12-31 370980065 WEST & COMPANY LLC 613 BROADWAY AVENUE MATTOON IL 61938 990 2023-01-01 376024618 MARY E OLIVER TRUST FIRST MID WEALTH MANAGEMENT TRUSTEE MARY 2172347754 PO BOX 529 MATTOON IL 61938 NORA DUNCAN TRUST OFFICER 2174752753 2024-05-08 1 NORA DUNCAN 999009999 0 ALEX HAGEN P01275388 2172354747 2024-05-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z NORA DUNCAN 1515 CHARLESTON AVENUE MATTOON IL 61938 309198 0 X N/A X 1956 IL PROVIDE SUPPORT TO ANY HOSPITALS OWNED OR OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORPORATION IN AN AREA THAT EMBRACES MATTOON, IL. 3 1 0 0 0 0 0 0 0 0 1292 5600 145531 142153 146823 147753 70000 135000 0 0 5043 5061 0 0 0 3535 3465 78578 143526 68245 4227 306056 310283 0 0 306056 310283 PROVIDE SUPPORT TO ANY HOSPITALS OWNED OR OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORPORATION IN AN AREA THAT EMBRACES MATTOON, IL. 0 0 143526 135000 PROVIDE SUPPORT TO ANY HOSPITALS OWNED OR OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORPORATION IN AN AREA THAT EMBRACES MATTOON, IL. 143526 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 IL X FIRST MID WEALTH MANAGEMENT 2172347454 1515 CHARLESTON AVENUE MATTOON IL 61938 X FIRST MID WEALTH MANAGEMENT TRUSTEE 2.00 X 0 0 5061 SARAH BUSH LINCOLN HOSPITAL TRUSTEE 0.50 X 0 0 0 COLES COUNTY COUNCIL ON AGING TRUSTEE 0.50 X 0 0 0 0 0 5061 0 0 0 0 0 5600 5600 303598 161445 142153 142153 142153 147753 142153 0 5600 135000 135000 5061 5061 3450 3450 STATE FILING FEE 15 15 143526 143526 0 0 38257 43005 372307 111673 261155 260634 6644 6644 306056 310283 0 0 X 306056 310283 0 0 0 0 306056 310283 306056 310283 4227 0 X 0 0 0 X X X 2 SARAH BUSH LINCOLN HEALTH CENTER 237098532 3 1 135000 0 COLES COUNTY COUNCIL ON AGING INC 237414779 10 0 0 0 2 135000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV,SECTION A, LINE 1 THE MARY E. OLIVER TRUST WAS CREATED UNDER THE LAST WILL AND TESTAMENT OF MARY E. OLIVER TO BENEFIT ANY HOSPITALS OWNED AND OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORPORATION IN AN AREA THAT EMBRACES MATTOON, ILLINOIS (OR MATTOON AND SURROUNDING AREAS). AT ALL TIMES SINCE THE MARY E. OLIVER TRUST WAS ESTABLISHED, THE ONLY HOSPITAL WHICH MET THAT DESCRIPTION WAS AREA E-7 HOSPITAL ASSOCIATION, NOW KNOWN AS SARAH BUSH LINCOLN HEALTH CENTER. IN 2015, THE TRUSTEE AMENDED THE TERMS OF THE MARY E. OLIVER TRUST TO ADD TWO CO-TRUSTEES. ONE TRUSTEE IS TO BE APPOINTED BY EACH QUALIFYING HOSPITAL SERVING MATTOON, IL AND IF THERE WAS ONLY ONE SUCH HOSPITAL, THEN THE INDEPENDENT CORPORATE TRUSTEE COULD DESIGNATE A COMMUNITY FOUNDATION OR PUBLIC HEALTH ORGANIZATION FOR MATTOON, IL AS A SECOND SUPPORTED ORGANIZATION ENTITLED TO APPOINT ONE CO-TRUSTEE. AFTER THE AMENDMENT WAS APPROVED BY THE CIRCUIT COURT OF COLES COUNTY, ILLINOIS IN 2016 (CASE NO. 16-MR-46), THE INDEPENDENT CORPORATE TRUSTEE DESIGNATED THE COLES COUNTY COUNCIL ON AGING AS THE SECOND SUPPORTED ORGANIZATION FOR AN INITIAL FIVE-YEAR TERM. THAT APPOINTMENT WAS JUST RENEWED FOR A SECOND FIVE-YEAR TERM. PART IV, SECTION B, LINE 1 THE MARY E. OLIVER TRUST HAS THREE CO-TRUSTEES. ONE IS FIRST MID WEALTH MANAGEMENT COMPANY, THE INDEPENDENT CORPORATE TRUSTEE. THE OTHER TWO CO-TRUSTEES ARE APPOINTED BY THE TRUST'S TWO SUPPORTED ORGANIZATION - ONE BY SARAH BUSH LINCOLN HEALTH CENTER AND ONE BY COLES COUNTY COUNCIL ON AGING, INC. - FOR FIVE-YEAR TERMS. NOTWITHSTANDING THAT TERM, EACH APPOINTING ORGANIZATION HAS THE POWER TO REMOVE AND REPLACE ITS REPRESENTATIVE AT ANY TIME AND FOR ANY REASON. THE ONLY RESTRICTIONS APPLIED ARE 1) THE SUPPORTED ORGANIZATION APPOINTED CO-TRUSTEE WILL BE REPLACED IF THE SUPPORTED ORGANIZATION CEASES TO BE A PUBLIC CHARITY, AND 2) NO APPOINTED CO-TRUSTEE MAY BE A DISQUALIFIED PERSON WITH RESPECT TO THE MARY E. OLIVER TRUST (OTHER THAN BY REASON OF BEING A FOUNDATION MANAGER). PART I, LINE 12(G), COLMN (V) THE MONETARY SUPPORT PROVIDED TO SARAH BUSH LINCOLN HEALTH CENTER INDIRECTLY SUPPORTS THE CHARITABLE CLASS BENEFITTED BY THE COLES COUNTY COUNCIL ON AGING, INC. 258300 258300 17396 17290 106 96611 94383 2228 260634 0 SARAH BUSH LINCOLN HEALTH CENTER 1000 HEALTH CENTER DRIVE MATOON IL 61938 237098532 135000 0 UNRESTRICTED GIFT FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THIS FORM WAS PROVIDED TO ALL THREE CO-TRUSTEES PRIOR TO SIGNATURE OF THE ELECTRONIC FILING FORM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE CORPORATE OFFICE OF FIRST MID WEALTH MANAGEMENT