2024-05-07T07:45:46-05:00 2023-12-31 351327464 SACKRIDER & COMPANY INC 1925 Wabash Ave Terre Haute IN 47807 990PF 2023-01-01 846578296 Richard G Moench Charitable Trust RICH 8122382565 676 Ohio Street Terre Haute IN 47807 Peter J Sacopulos Trustee 8122382565 2024-04-29 1 Peter Sacopulos 999009999 0 Jerome M Case CPA P00395222 8122329492 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 10211374 X X 63192 63192 63192 142649 142649 142649 183076 2888976 183076 15920 15920 15920 404837 404837 221761 45301 45301 0 0 1985 1985 0 0 57520 57520 0 0 1386 1386 0 0 106192 106192 0 0 550000 550000 656192 106192 0 550000 -251355 298645 221761 244550 -69995 -69995 1257487 1285847 1215233 6313537 6339664 7570197 884925 903933 867004 705632 695327 628935 9406131 9154776 10211374 0 0 X 0 0 0 0 9406131 9154776 9406131 9154776 9406131 9154776 9406131 -251355 0 9154776 0 9154776 Old National Wealth Management P 2023-12-31 2888852 2705900 182952 182952 Capital Gains Dividends P 124 124 124 183076 182952 4151 0 4151 0 4151 640 0 0 0 640 0 3511 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A Peter J Sacopulos 8122382565 676 Ohio Street Terre Haute IN 47807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Peter J Sacopulos 676 Ohio Street Terre Haute IN 47807 Trustee 1.00 45301 0 0 NONE 0 NONE 0 0 9724208 0 0 9724208 0 0 9724208 145863 9578345 478917 478917 4151 4151 474766 0 474766 0 474766 550000 0 550000 474766 69165 0 0 550000 69165 0 0 474766 6069 0 0 6069 0 0 0 0 0 0 0 6069 6069 X NRA Civil Rights Legal Defense Fund 11250 Waples Mill Rd Fairfax VA 22030 Per Trust Article 7(B) 1-3 275000 Swope Art Museum Inc 25 S 7th Street Terre Haute IN 47807 Per Trust Article 7(B) 1-3 137500 Vigo County Historical Society 929 Wabash Ave Terre Haute IN 47807 Per Trust Article 7(B) 1-3 137500 550000 0 14 63192 14 142649 18 124 182952 Excise Tax Refund 16680 Other Refund 20 ONMW - 2022 Return of Capital Adj -780 0 205965 198872 404837 3 Not Applicable 4 Not Applicable 8 Not Applicable 0 0 0 0 0 0 0 0 0 0 Accountant Fees 1985 1985 0 0 Corporate Bonds 903933 867004 Consumer Discretionary 99587 132005 Consumer Staples 84789 90424 Energy 48206 77332 Financials 244677 315019 Health Care 182941 200797 Industrials 207902 286416 Information Technology 198238 265353 Materials 52214 47700 Real Estate 27728 29371 Communication Services 70472 93023 Utilities 23710 24498 Foreign Stock 292556 363373 Equity Mutual Funds 4806644 5644886 986833 944169 299014 271064 Other Fixed Income AT COST 105000 101981 Fixed Income Mutual Funds AT COST 590327 526954 Excise Tax Refund 16680 16680 16680 Other Refund 20 20 20 ONMW - 2022 Return of Capital Adj -780 -780 -780 Agency Fees 41528 41528 0 0 Investment Fees 15725 15725 0 0 Trust Expenses 267 267 0 0 Foreign Taxes Paid 1386 1386 0 0