2024-11-10T02:12:56-00:00 2023-12-31 990PF 2023-01-01 301111995 ANN O'DONNELL TRUMBULL PERPETUAL CHARITABLE TRUST % CURTIS A WARDELMAN ANNO 3096484653 1100 N INSTITUTE PLACE PEORIA IL 61606 CURTIS A WARDELMAN TRUSTEE 3096484653 2024-11-10 false 2023 2024-10-15 13:58:12Z X X 12764368 X 833476 1954 1954 293284 293284 253683 5218440 253683 1382397 548921 49401 49401 49401 6519 6519 6519 94844 94844 94844 3173 3173 218 218 103 154155 154155 150867 263806 263806 417961 154155 414673 964436 394766 79250 257351 257351 35699 29257 29257 9560168 10439822 11157087 1320673 1320673 1320673 10995790 12047103 12764368 0 X 10995790 12047103 10995790 12047103 10995790 12047103 10995790 964436 86877 12047103 12047103 SHORT TERM CAPITAL GAIN P 2023-01-01 2023-12-31 327368 357744 -30376 -30376 LONG TERM CAPITAL GAIN P 2022-01-01 2023-12-31 4864641 4607013 257628 257628 253683 -30376 5487 5487 5487 14502 14502 14502 9015 9014 1 false false false false false false false false true IL true false false false false true WWW.TRUMBULLTRUST.COM CURTIS A WARDELMAN TRUSTEE 3096484653 1100 N INSTITUTE PLACE PEORIA IL 61606 false false false false false false false false false false false false false false false false false false false false false false false CURTIS A WARDELMAN 1100 N INSTITUTE PLACE PEORIA IL 61606 TRUSTEE 000.00 42961 TODD W BRYANT 9223 N GEICK LANE BRIMFIELD IL 61517 TRUSTEE 000.00 6440 NONE NONE MIDWEST FOOD BANK 9005 INDUSTRIAL RD PEORIA, IL 61615 25000 BRADLEY UNIVERSITY 1501 W BRADLEY AVE PEORIA, IL 61606 34056 ILLINOIS STATE UNIVERSITY 100 N UNIVERSITY NORMAL IL 61761 21250 LACON COMMUNITY CENTER & FOOD PANTRY 405 N WASHINGTON ST LACON IL 61540 50000 NONE 10767417 143340 0 10910757 10910757 163661 10747096 537355 537355 5487 5487 531868 531868 531868 414673 414673 531868 351443 414673 351443 63230 468638 CURTIS A WARDELMAN 1100 N INSTITUTE PL PEORIA IL 61606 3096484653 curtwardelmanyahoo.com RESUME NONE NONE BRADLEY UNIVERSITY 1501 BRADLEY AVE PEORIA IL 61606 NONE PF TUITION 34056 CARTHAGE COLLEGE 2001 ALFORD PARK DRIV KENOSHA WI 53140 NONE PF TUITION 7500 ILLINOIS VALLEY COMM COLLEGE 815 ORLANDO SMITH ST OGLESBY IL 61348 NONE PF TUITION 2500 ILLINOIS CENTRAL COLLEGE ONE COLLEGE DRIVE EAST PEORIA IL 61635 NONE PF TUITION 16625 ILLINOIS STATE UNIVERSITY 100 N UNIVERSITY ST NORMAL IL 61761 NONE PF TUITION 21250 ILLINOIS WESLEYAN UNIVERSITY 1312 PARK DRIVE BLOOMINGTON IL 61701 NONE PF TUITION 10000 IOWA STATE UNIVERSITY 515 MORRILL DRIVE AMES IA 50011 NONE PF TUITION 5000 KOINONIA LACON FOOD PANTRY 405 N WASHINGTON LACON IL 61540 NONE PC DONATION 25000 LACON COMMUNITY CENTER 405 N WASHINGTON LACON IL 61540 NONE PC DONATION 25000 LACON SPARLAND EMERGENCY AMBULANCE 921 5TH STREET LACON IL 61540 NONE PC DONATION 10000 LEWIS UNIVERSITY 1 UNIVERSITY PARKWAY ROMEOVILLE IL 60446 NONE PF TUITION 20000 LORAS COLLEGE 1450 ALTA VISTA DUBUQUE IA 52001 NONE PF TUITION 2500 MICHIGAN TECH UNIVERSITY 1400 TOWNSEND DRIVE HOUGHTON MI 49931 NONE PF TUITION 10000 MIDWEST FOOD BANK 9005 INDUSTRIAL RD PEORIA IL 61615 NONE PC DONATION 25000 MILLIKIN UNIVERSITY 1184 W MAIN DECATUR IL 62522 NONE PF TUITION 7500 NORTH PARK UNIVERSITY 3225 W FOSTER AVE CHICAGO IL 60625 NONE PF TUITION 7500 OLIVET NAZARENE UNIVERSITY ONE UNIVERSITY AVE BOURBONNNAIS IL 60914 NONE PF TUITION 18000 ROCKFORD UNIVERSITY 5050 E STATE ST ROCKFORD IL 61108 NONE PF TUITION 3750 TEXAS CHRISTIAN UNIVERSITY 2800 UNIVERSITY DR FORT WORTH TX 76109 NONE PF TUITION 1250 UNIVERSITY OF FLORIDA UNIVERSITY DRIVE GAINESVILLE FL 32611 NONE PF TUITION 1250 UNIVERSITY OF ILLINOIS 620 E JOHN ST CHAMPAIGN IL 61882 NONE PF TUITION 3750 VALPARAISO UNIVERSITY 1700 CHAPEL DRIVE VALPARAISO IN 46383 NONE PF TUITION 1250 WESTERN ILLINOIS UNIVERSITY 1 UNIVERSITY CIRCLE MACOMB IL 61455 NONE PF TUITION 5125 263806 14 1954 14 293284 14 253683 548921 548921 false false false false false false false false false false X X 1 ESTATE OF ANN TRUMBULL PO BOX 11 LACON IL 61540 367601 X 2 ESTATE OF ANN TRUMBULL PO BOX 11 LACON IL 61540 101021 X 3 ESTATE OF ANN TRUMBULL PO BOX 11 LACON IL 61540 71054 X 4 ESTATE OF ANN TRUMBULL PO BOX 11 LACON IL 61540 39858 X 5 ESTATE OF ANN TRUMBULL PO BOX 11 LACON IL 61540 62076 X 6 ESTATE OF ANN TRUMBULL PO BOX 11 LACON IL 61540 155779 X 7 ESTATE OF ANN TRUMBULL PO BOX 11 LACON IL 61540 36087 X 2 7144 SHARES CALOMOS INCOME FUND 101021 2023-02-02 3 10636 SHARES EATON VANCE STRAT INCOME FUND 71054 2023-02-02 4 670 SHARES FIRST TRUST ETF 39858 2023-02-02 5 1400 SHARES PFIZER 62076 2023-02-02 6 16895 SHARES PRINCIPAL SPECTRUM PREFERRED 155779 2023-02-02 7 300 SHARES 3M 36087 2023-02-02 1 shares of STOCKS - WELLS FARGO 5550991 6322101 1 shares of MUTUAL FUNDS 4888831 4834986 100 6TH ST LACON IL AT COST 91947 91947 FLEETING AREA AT COST 20127 20127 TRUMBULL RIVER SERVICES AT COST 1205640 1205640 RIVERPRIZE AT COST 2959 2959 KINGERY DURREE WAKEMAN ODONNELL 6519 6519 6519 ILLINOIS CHARITY BUREAU 115 115 BANK FEES 30 30 30 POSTAGE 73 73 73 COST BASIS ADJUSTMENT OF TRANSFERS IN 86877 INVESTMENT ADVISORY FEES 91349 91349 91349 WEBSITE DESIGN 3495 3495 3495 MARSHALL COUNTY PROPERTY TAXES 3173 3173