2024-05-12T11:28:00-05:00 2023-12-31 204297717 CHARLENE M BEAVER CPA 11999 LAKESIDE DRIVE FISHERS IN 46038 990PF 2023-01-01 356529645 HAROLD M NEEL & KATHARINE KLEPINGER NEEL SCHOLARSHIP FUND HARO 7657427646 P O BOX 909 LAFAYETTE IN 479020909 CHARLES MAX LAYDEN TRUSTEE 7657427646 2024-05-06 1 CHARLES MAX LAYDEN 999009999 1 CHARLENE M BEAVER P01357640 3175854455 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4452618 X X 1 1 37825 37825 181500 181500 167870 -10266 89566 0 209060 219326 30000 7500 22500 3100 775 2325 29716 27233 0 62816 35508 24825 174906 174906 237722 35508 199731 -28662 183818 21635 39328 39328 143183 197038 197038 650503 550605 508240 1614640 76913 1538039 1537727 3363640 380000 380000 344372 2733360 2704698 4452618 0 0 X 2733360 2704698 0 0 0 0 2733360 2704698 2733360 2704698 2733360 -28662 0 2704698 0 2704698 MORGAN STANLEY - PUBLICLY TRADED SECURITIES P 89566 99832 -10266 -10266 -10266 2555 0 2555 0 2555 5000 0 0 0 5000 0 2445 2445 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A CHARLES MAX LAYDEN 7657427646 201 MAIN STREET SUITE 900 LAFAYETTE IN 47901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES MAX LAYDEN 201 MAIN STREET SUITE 900 LAFAYETTE IN 47901 TRUSTEE 8.00 30000 0 0 NONE 0 NONE 0 0 883276 292978 3363640 4539894 0 0 4539894 68098 4471796 223590 223590 2555 2555 221035 0 221035 0 221035 199731 0 199731 221035 199521 0 0 199731 199521 0 0 210 0 0 0 0 0 0 0 0 220825 0 0 0 CHARLES MAX LAYDEN 201 MAIN STREET SUITE 900 LAFAYETTE IN 47901 7657427646 APPLICATION PROVIDED UPON REQUEST APRIL 1 STUDENTS IN THE TOP 25% OF THE GRADUATING CLASS OF FRONTIER HIGH SCHOOL, CHALMERS, IN, PURSUING AN UNDERGRADUATE DEGREE AT A STATE SUPPORTED COLLEGE OR UNIVERSITY IN THE STATE OF INDIANA. BALL STATEDUSTIN PETERSON LUCINA 245 MUNCIE IN 47306 NONE N/A COLLEGE SCHOLARSHIP 11870 BALL STATEMADISON MATHEW LUCINA 245 MUNCIE IN 47306 NONE N/A COLLEGE SCHOLARSHIP 2884 INDIANA UNIVERSITYCHASE STETLER 420 UNIVERSITY BLVD INDIANAPOLIS IN 46202 NONE N/A COLLEGE SCHOLARSHIP 1840 ISU OFFICE OF THE CONTROLLERCAITLYN TULLIUS BURSAR OPERATIONS TERRE HAUTE IN 47809 NONE N/A COLLEGE SCHOLARSHIP 13606 IU KOKOMOOLIVIA NEWCOM 2300 SOUTH WASHINGTON ST KOKOMO IN 46902 NONE N/A COLLEGE SCHOLARSHIP 13043 OMEGI FICAMRYN CLAPPER PO BOX 2207 COLUMBUS GA 31902 NONE N/A COLLEGE SCHOLARSHIP 7610 PURDUE UNIVERSITYABRAHAM KENNEDY 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 3921 PURDUE UNIVERSITYAUTUMN CULVER 610 PURDUE MALL WEST LAFAYETTE IN 46907 NONE N/A COLLEGE SCHOLARSHIP 6147 PURDUE UNIVERSITYCAMRYN CLAPPER 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 12940 PURDUE UNIVERSITYCIERRA HARNER REFUND 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP -338 PURDUE UNIVERSITYCOLIN YOUNG 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 2607 PURDUE UNIVERSITYELI MATHEW 610 PURDUE MALL WEST LAFAYETTE IN 46907 NONE N/A COLLEGE SCHOLARSHIP 4928 PURDUE UNIVERSITYELLIANNA CULVER 610 PURDUE MALL WEST LAFAYETTE IN 46907 NONE N/A COLLEGE SCHOLARSHIP 21156 PURDUE UNIVERSITYEMMA SORENSEN 610 PURDUE MALL WEST LAFAYETTE IN 46907 NONE N/A COLLEGE SCHOLARSHIP 22901 PURDUE UNIVERSITYJAYDON KAUFFMAN 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 8072 PURDUE UNIVERSITYKAYLEE YOUNG 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 4705 PURDUE UNIVERSITYMALLORY CULVER 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 10564 PURDUE UNIVERSITYMATTHEW WAGNER 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 2405 PURDUE UNIVERSITYPAYTON CLAPPER 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 500 PURDUE UNIVERSITYSYDNEY ALTMAN 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 1198 PURDUE UNIVERSITYTAYLOR RUNYON SR 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 5105 PURDUE UNIVERSITYTESSA ROLON 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE N/A COLLEGE SCHOLARSHIP 17242 174906 0 14 1 14 37825 16 167870 18 -10266 0 195430 0 195430 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3100 775 2325 PART IX MINIMUM INVESTMENT RETURN LINE 1C FMV OF ALL OTHER ASSETS FAIR MARKET VALUE OF REAL ESTATE HAS BEEN COMPUTED BASED ON A 5% EXPECTED RETURN ON INVESTMENT. NET RENTAL INCOME GENERATED FOR 2023 - $167,870 PLUS DEPRECIATION $312 = $168,182.THEREFORE $168,182 DIVIDED BY 5% = $3,363,640 FAIR MARKET VALUE AT 12/31/23. DETAILED WORKSHEET AVAILABLE UPON REQUEST. 550605 508240 0 0 JPMORGAN CHASE CD 07/31/30 FMV 155000 129069 JPMORGAN CHASE CD 08/14/24 FMV 225000 215303 EXCISE TAX 2483 0 0 INVESTMENT EXPENSES 13603 13603 0 OPERATING EXPENSES 13318 13318 0 DEPRECIATION 312 312 0