2024-08-23T13:03:55-05:00 2024-04-30 351327464 SACKRIDER & COMPANY INC 1925 Wabash Ave Terre Haute IN 47807 990PF 2023-05-01 350911948 Rose Ladies Aid Society ROSE 8122329492 1925 Wabash Avenue Terre Haute IN 47807 Jennifer W Thomas Treasurer 8122396566 2024-08-22 1 0 O Earl Elliott CPA P00426686 8122329492 2023 2024-08-08 14:25:15Z X 1246657 X 493 X 5 5 5 33025 33025 33025 38557 97787 38557 72080 71587 33030 0 0 0 0 3960 3960 0 0 8793 8793 0 0 494 494 0 0 13247 13247 0 0 61532 61532 74779 13247 0 61532 -2699 58340 33030 5661 6174 6174 106198 63627 63627 0 24868 24868 767212 790276 790276 330099 361712 361712 1209170 1246657 1246657 0 0 X 1209170 1246657 0 0 0 0 1209170 1246657 1209170 1246657 1209170 -2699 40186 1246657 0 1246657 BROWN CAP MGMT SM COMP INST P 2016-08-23 2024-01-10 18712 20445 -1733 -1733 BROWN CAP MGMT SM COMP INST P 2020-01-23 2024-01-10 1076 1630 -554 -554 BROWN CAP MGMT SM COMP INST P 2020-04-03 2024-01-10 4842 5465 -623 -623 BROWN CAP MGMT SM COMP INST P 2021-01-26 2024-01-10 644 1310 -666 -666 BROWN CAP MGMT SM COMP INST P 2023-04-24 2024-01-10 1072 1090 -18 -18 DRIEHAUS EMERG MKTS GRW - INST 17.10 SH P 2017-12-12 2024-01-10 585 660 -75 -75 JANUS HNDRSN GLBL RL EST 15.17 SH P 2018-10-04 2024-01-10 175 172 3 3 APPLIE INC 3 SH COMMON STOCK P 2019-03-01 2024-01-10 553 132 421 421 BHP BILLITON LTD SPON ADR 2 SH COMMON STOCK P 2016-08-18 2024-01-10 123 65 58 58 BOEING CO 2 SH COMMON STOCK P 2020-04-03 2024-01-10 454 254 200 200 SUNCOR ENERGY INC 5 SH COMMON STOCK P 2019-08-13 2024-01-10 157 143 14 14 VANGUARD FTSE DEVELOPED MARKETS ETF 4 SH P 2022-01-11 2024-01-10 185 205 -20 -20 VANGUARD INDUSTRIALS ETF 3 SH P 2018-10-04 2024-01-10 644 444 200 200 VANGUARD TELECOMMUNICATION SERVICES ETF 13 SH P 2018-10-04 2024-01-10 1547 1115 432 432 AMERICAN TOWER CORP 1 SH COMMON STOCK P 2017-03-30 2024-01-10 209 121 88 88 HOME DEPOT INC 2 SH COMMON STOCK P 2020-04-03 2024-01-10 708 357 351 351 COMCAST CORP 19 SH COMMON STOCK P 2019-03-01 2024-01-10 822 743 79 79 DUKE ENERGY CORP 22 SH COMMON STOCK P 2018-10-04 2024-01-10 2191 1756 435 435 DUKE ENERGY CORP 3 SH COMMON STOCK P 2020-04-03 2024-01-10 299 230 69 69 DUKE ENERGY CORP 6 SH COMMON STOCK P 2021-01-26 2024-01-10 597 560 37 37 META PLATFORM INC-CLASS A 11 SH COMMON STOCK P 2020-04-03 2024-01-10 4091 1673 2418 2418 HONEYWELL INT'L INC 31 SH COMMON STOCK P 2020-04-03 2024-01-10 6256 3958 2298 2298 JP MORGAN CHASE & CO 7 SH COMMON STOCK P 2016-04-05 2024-01-10 1192 410 782 782 LILLY ELI & CO 6 SH COMMON STOCK P 2016-08-18 2024-01-10 3782 479 3303 3303 MICROSOFT CORP 5 SH COMMON STOCK P 2012-10-09 2024-01-10 1913 147 1766 1766 NVIDIA CORP 11 SH COMMON STOCK P 2019-08-13 2024-01-10 5965 430 5535 5535 PALO ALTO NETWORKS INC 11 SH COMMON STOCK P 2019-08-13 2024-01-10 3461 818 2643 2643 CHARLES SCHWAB CORP 20 SH COMMON STOCK P 2019-08-13 2024-01-10 1319 761 558 558 VANGUARD CONSUMER STAPLES ETF FUND 2 SH P 2017-03-30 2024-01-10 384 282 102 102 VANGUARD CONSUMER STAPLES ETF FUND 12 SH P 2019-03-01 2024-01-10 2306 1691 615 615 VANGUARD ENERGY ETF 9 SH P 2018-10-04 2024-01-10 1024 961 63 63 VANGUARD ENERGY ETF 3 SH P 2019-08-13 2024-01-10 341 233 108 108 VANGUARD ENERGY ETF 5 SH P 2020-01-23 2024-01-10 569 387 182 182 VANGUARD HEALTH CARE ETF 16 SH P 2016-08-18 2024-01-10 4128 2178 1950 1950 VANGUARD INFORMATION TECH INDEX 4 SH P 2016-08-18 2024-01-10 7659 1876 5783 5783 VANGUARD MATERIALS ETF 4 SH P 2016-08-18 2024-01-10 737 434 303 303 VANGUARD UTILITIES EFT 5 SH P 2016-08-18 2024-01-10 696 551 145 145 VANGUARD UTILITIES EFT 5 SH P 2019-03-01 2024-01-10 696 636 60 60 VANGUARD REIT ETF 6 SH P 2017-03-30 2024-01-10 522 457 65 65 VISA INC CLASS A SHARES 3 SH P 2020-04-03 2024-01-10 790 456 334 334 BOEING CO 26 SH COMMON STOCK P 2020-04-03 2024-04-09 4606 3306 1300 1300 BOEING CO 1 SH COMMON STOCK P 2021-01-26 2024-04-09 179 209 -30 -30 JANUS ENTERPRISE - I CAPITAL GAIN DIVIDEND P 2000-01-01 2024-04-30 6858 6858 6858 BROWN CAP MGMT SM COMP INST CAPITAL GAIN DIVIDEND P 2000-01-01 2024-04-30 2434 2434 2434 VANGUARD INTL GROWTH - ADM CAPITAL GAIN DIVIDEND P 2000-01-01 2024-04-30 250 250 250 COGNIZANT TECHNLGY SOL CAPITAL GAIN DIVIDEND P 2000-01-01 2024-04-30 34 34 34 38557 -18 811 0 811 0 811 1292 0 0 0 1292 0 481 481 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A Sackrider Company Inc 8122329492 1925 Wabash Avenue 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 0 Molly Callahan 1925 Wabash Avenue Terre Haute IN 47807 President 0.00 0 0 0 Ann Prox 1925 Wabash Avenue Terre Haute IN 47807 Vice President 0.00 0 0 0 Linda Brighton 1925 Wabash Avenue Terre Haute IN 47807 Secretary 0.00 0 0 0 Jennifer Thomas 1925 Wabash Avenue Terre Haute IN 47807 Treasurer 0.00 0 0 0 NONE 0 NONE 0 Financial support to 36 needy households for various needs. 10675 Grants to 23 local charities that serve youth, infirmed, mentally ill, sick and needy segments of the population in Vigo County, Indiana. See PartXV, Line 3A for detailed listing of organizations assisted. 50857 0 1150710 88865 0 1239575 0 0 1239575 18594 1220981 61049 61049 811 811 60238 0 60238 0 60238 61532 0 61532 60238 59369 0 0 61532 59369 0 0 2163 0 0 0 0 0 0 0 0 58075 0 0 0 Direct requests are not taken 1925 Wabash Avenue Terre Haute IN 47807 8122329492 No specified forms. No deadlines. Awards are limited to persons living in Vigo County, IN. 14th & Chestnut Community Center 1403 Chestnut St Terre Haute IN 47807 None Support organization 8100 Camp Navigate PO Box 3687 Terre Haute IN 47803 None Support organization 1000 Catholic Charities 430 N 14 1/2 St Terre Haute IN 47807 None Support organization 7100 Council on Domestic Abuse Inc 26 S 17th St Terre Haute IN 47807 None Support organization 3600 Family Services Association 1111 Wabash Avenue Terre Haute IN 47807 None Support organization 500 Happiness Bag 3833 Union Rd Terre Haute IN 47802 None Support organization 3600 Manna From Seven 215 N 7th St Terre Haute IN 47807 None Support organization 9000 Mental Health America 1460 Spruce St Terre Haute IN 47807 None Support organization 3600 Noon Optimist Clothe-A-Child Fund 519 Wabash Avenue Terre Haute IN 47807 None Support organization 770 Salvation Army 234 S 8th St Terre Haute IN 47807 None Support organization 2500 St Joseph University Parish 113 S 5th Street Terre Haute IN 47807 None Utility Assistance Fund 1000 St Patrick Catholic Church 1807 Poplar St Terre Haute IN 47803 None Support organization 500 St Benedict Church 111 S 9th St Terre Haute IN 47807 None Support organization 500 Susie's Place 103 S 3rd St Terre Haute IN 47807 None Support organization 500 Terre Haute Boys and Girls Club 924 N 13th St Terre Haute IN 47807 None Support organization 1500 Tribune Star Basket Fund PO Box 149 Terre Haute IN 47808 None Food baskets 1000 36 needy households Various Terre Haute IN 47807 None None Misc items paid for needy individuals including food, appliances, gas, clothing, diapers, etc 10675 Vigo County Group Homes 1308 S 6th St Terre Haute IN 47802 None Support organization 500 Vigo County YMCA 951 Dresser Dr Terre Haute IN 47807 None Support organization 1250 VNA & Hospice of the Wabash Valley 400 8th Avenue Terre Haute IN 47804 none Support organization 3600 Wabash Valley Habitat for Humanity 2313 Tippecanoe St Terre Haute IN 47807 None Support organization 500 Rio Grande Elementary School 5555 E Rio Grande Ave Terre Haute IN 47805 None Support organization 137 Swope Art Museum 25 S 7th St Terre Haute IN 47807 None Support organization 100 61532 0 14 5 14 33025 18 38557 0 71587 0 71587 0 0 0 0 0 0 0 0 0 0 Sackrider & Company, Inc 3960 3960 0 0 BAT CAPITAL CORP 49472 49472 CELGENE CORP 47744 47744 COMERICA INC 47349 47349 MORGAN STANLEY 47868 47868 THERMO FISHER SCIENTIFIC INC 39214 39214 BAKER HUGHES LLC/CO-OBL 23746 23746 WELLS FARGO & COMPANY 28904 28904 ROYAL BANK OF CANADA 48187 48187 AMEREN CORP 29228 29228 DODGE & COX 147 INCOME FUND 95109 95109 THORNBURG LTD TRM INC - 1 63585 63585 ABBOTT LABS 5721 5721 APPLE INC 5620 5620 COMCAST CORPORATION 5334 5334 EXXON MOBILE CORP 3548 3548 META PLATFORM INC - CLASS A 7312 7312 HOME DEPOT INC 6016 6016 JPMORGAN CHASE & COMPANY 6903 6903 LILLY ELI & CO 7811 7811 LOCKHEED MARTIN CORP 6044 6044 MICROSOFT CORP 6229 6229 MONDELEZ INTERNATIONAL INC 4532 4532 NIKE INC CL B 5443 5443 PALO ALTA NETWORKS INC 5818 5818 PAYPAL HOLDINGS INC 6792 6792 PROCTER & GAMBLE CO 5059 5059 CHARLES SCHWAB CORP 6729 6729 STARBUCKS CORPORATION 5752 5752 SYSCO CORPORATION 4534 4534 THERMO FISHER SCIENTIFIC INC 6256 6256 VISA INC CLASS A SHARES 6178 6178 AMERICAN TOWER CORP 2402 2402 VANGUARD CONSUMER DISCRETIONARY 15045 15045 VANGUARD CONSUMER STAPLE ETF FUND 5422 5422 VANGUARD ENERGY ETF 6518 6518 VANGUARD FINANCIAL ETF 17872 17872 VANGUARD HEALTH CARE ETF 21507 21507 VANGUARD INDUSTRIALS ETF 9362 9362 VANGUARD INFORMATION TECHNOLOGY INDEX 62831 62831 VANGUARD UTILITIES ETF 4056 4056 VANGUARD MATERIALS ETF 2917 2917 VANGUARD TELECOMMUNICATION SERVICES ETF 14616 14616 VANGUARD REIT ETF 4140 4140 LINDE PLC 2646 2646 BHP BILLITON LTD SPON ADR 1931 1931 SUNCOR ENERGY 3552 3552 JANUS HNDRSN GLBL RL EST I 28555 28555 JANUS ENTERPRISE - 1 95385 95385 DRIEHAUS EMERG MKTS GRW- INST 32767 32767 VANGUARD INTL GROWTH - ADM 31275 31275 Nvidia Corp 9504 9504 VANGUARD FTSE DEVELOPED MARKETS ETF 62756 62756 VANGUARD SMALL CAP ETF 37841 37841 NEXTERE ENERGY INC 3282 3282 AVANTIS US SMALL CAP VALUE 15467 15467 VANGUARD SMALL CAP GROWTH ETF 15470 15470 JOHNSON CONTROLS INTL PLC 6832 6832 24868 24868 0 0 Office & Postage 134 134 0 0 Safety deposit box rental 360 360 0 0 Net Unrealized Gains or Losses on Investments 40186 Trust Fees-First Financial Bank 8793 8793 0 0