2024-12-10T07:05:12-06:00 2024-10-31 351327464 SACKRIDER & COMPANY INC 1925 Wabash Ave Terre Haute IN 47807 990PF 2023-11-01 356564708 Chauncey Rose Equipment Endowment Fund CHAU 8122386257 PO Box 540 Terre Haute IN 478080540 Peter Jacob Panagouleas Trustee Tax Officer 8122386257 2024-12-05 1 0 Eleanor M Caldwell CPA P00634823 8122329492 2023 2024-10-15 13:58:12Z X 4277449 X X 33523 33523 59873 59873 114655 697801 114655 1873 0 1873 209924 208051 1873 20700 18700 0 2000 400 200 0 200 81 81 0 0 4 4 0 0 21185 18985 0 2200 187227 187227 208412 18985 0 189427 1512 189066 1873 147 2 2 101705 79484 79484 75000 0 0 2262979 2362048 3174330 1014705 1064514 1023633 50000 0 0 3504536 3506048 4277449 0 0 X 3504536 3506048 0 0 0 0 3504536 3506048 3504536 3506048 3504536 1512 0 3506048 0 3506048 Publicly Traded Securities 2024-01-01 2024-10-31 697801 583146 114655 114655 114655 0 2628 0 2628 0 2628 1760 0 0 0 1760 X 0 868 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A First Financial Bank NA 8122386257 One First Financial Plaza Terre Haute IN 478073226 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 First Financial Bank NA One First Financial Plaza Terre Haute IN 478073226 Trustee 2.00 20700 0 0 NONE 0 NONE 0 0 3983626 191377 0 4175003 0 0 4175003 62625 4112378 205619 205619 2628 2628 202991 0 202991 0 202991 189427 0 189427 202991 0 0 21088 15880 36968 189427 0 0 0 189427 0 13564 13564 23404 0 0 0 0 0 0 0 23404 7524 15880 X Rose Hulman Institute of Technology 5500 Wabash Avenue Terre Haute IN 47803 Purchase Academic Equipment 187227 187227 0 14 33523 14 59873 18 114655 Tax Refund 14 1873 0 208051 1873 209924 11 Federal Tax Refund received for overpayment of previous years taxes 0 0 0 0 0 0 0 0 0 0 Tax Return Preparation 400 200 0 200 Dodge & Cox 147 Income Fund 323636 285893 Thornburg Ltd Trm Inc - I 253043 239233 Dow Chemical 47279 50114 Anheuser-Busch 48067 50222 Charles Schwab Corp 47291 50017 Toronto Dominion Bank 47872 49902 Marathon Petroleum Corp 49833 49947 Valero Energy Corp 49533 49263 Ameriprise Financial Inc 48982 49145 Norfolk Southern Corp 49556 48423 Toyota Motor Credit Corp 49764 50649 Duke Energy Indiana LLC 49658 50825 Abbot Labs 8363 19273 American Tower Corp 6729 8969 Apple Inc 2807 20784 BHP Billiton Ltd Spon Adr 4277 6045 Comcast Corporation 16465 18603 Driehaus Emerg Mkts Grw - Inst 137864 150794 Duke Energy Corp 7715 11066 Exxon Mobil Corp 8134 10277 JP Morgan Chase & Company 9977 24855 Janus Hndrsn Glbl Rl Est I 157899 152507 Janus Enterprise - I 358195 454022 Lilly Eli & Co 2823 24892 Microsoft Corp 4786 19505 Mondelez International Inc 8533 12874 Nike Inc Cl B 11948 11878 Nvidia Corp 3507 50449 Palo Alto Networks Inc 4246 21980 Paypal Holdings Inc 27034 24266 Procter & Gamble Co 7710 15031 Starbucks Corporation 13159 18172 Suncor Energy Inc 8391 10462 Vanguard Consumer Discretionary 25488 41969 Vanguard Consumer Staple ETF Fund 21158 27142 Vanguard Energy ETF 18687 24481 Vanguard Financial ETF 34604 56162 Vanguard Health Care ETF 44676 81713 Vanguard Industrials ETF 29989 43519 Vanguard Information Technology Index 82810 202058 Vanguard Materials ETF 6123 11319 Vanguard Utilities ETF 15225 21326 Vanguard Telecommunication Services ETF 29152 48649 Vanguard REIT ETF 13238 15911 Home Depot Inc 11738 21656 Sysco Corporation 9743 13641 Charles Schwab Corp 11924 20187 Visa Inc Class A Shares 12719 20290 Thermo Fisher Scientific Inc 11819 19668 Honeywell Intl Inc 13436 18511 Lockheed Martin Corp 14431 21842 Linde Plc 2978 7298 T Rowe Price Blue Chip Grwth 150674 209847 Vanguard Intl Growth - Adm 296991 311885 Meta Platform Inc-Class A 8168 31784 Vanguard Sml Cap Indx 133701 160181 Vanguard Dev Mkt Indx 257365 294367 Vanguard 500 Index Adm Fund 165000 205710 Hood River Sm Cap Grow-Inst 129649 156510 ADR Fees 4 4 0 0 Tax Refund 1873 1873 Foreign Tax Withheld 81 81 0 0