2025-04-24T16:01:27-05:00 2024-12-31 010604131 TRUST PROCESSING SOLUTIONS PO BOX 894 MILFORD OH 451500894 990PF 2024-01-01 276095122 WAHL FAMILY CHARITABLE TRUST XXX-XX-XXXX WAHL 8008300362 P O BOX 207 EVANSVILLE IN 477020207 OLD NATIONAL WEALTH MANAGEMENT TRUSTEE 8008300362 2025-04-01 true true DOUG HART P00241831 5137748805 2025-04-01 2024 2025-03-06 01:10:19Z X 1012225 X 20494 20450 40035 174956 40035 0 60529 60485 13774 2548 11226 0 0 0 0 0 605 0 0 605 1000 0 0 1000 0 0 1663 217 0 0 0 0 0 0 0 3 17045 2765 0 12831 50700 50700 67745 2765 0 63531 -7216 57720 0 0 0 0 751181 743967 1012225 751181 743967 1012225 0 X 751181 743967 751181 743967 751181 743967 751181 -7216 2 743967 0 743967 11.121 FIDELITY INTERNATIONAL INDEX FUND #2363 2023-05-05 2024-02-15 530 513 17 17 10.289 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2023-05-05 2024-02-15 566 522 44 44 493.341 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2022-12-14 2024-02-15 27124 25461 1663 1663 42. SELECT SECTOR SPDR TR HEALTH CARE 2018-09-04 2024-02-15 6090 3871 2219 2219 34. SELECT SECTOR SPDR TR CONSUMER STAPLES 2018-09-04 2024-02-15 2486 1826 660 660 27. SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY 2022-05-24 2024-02-15 4853 1857 2996 2996 31. SELECT SECTOR SPDR TR INDL 2018-09-04 2024-02-15 3680 2391 1289 1289 25. AMEX TECHNOLOGY SELECT SPDR 2018-09-04 2024-02-15 5101 1885 3216 3216 25. SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR 2019-02-14 2024-02-15 2003 1152 851 851 63.661 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #346 2023-08-10 2024-02-15 5108 5187 -79 -79 205.464 VANGUARD EQUITY INCOME FUND ADM #565 2023-05-05 2024-02-15 17485 16930 555 555 125.03 VANGUARD EQUITY INCOME FUND ADM #565 2022-12-28 2024-02-15 10640 10500 140 140 10000. DUKE ENERGY CORP 3.75% 04/15/2024 CALLABLE 2021-02-01 2024-04-15 10000 10000 32. ALPHABET INC CAP STK CL A 2015-02-26 2024-07-09 6044 895 5149 5149 22. AMAZON COM INC 2023-05-04 2024-07-09 4394 2234 2160 2160 8. CUMMINS ENGINE CO INC 2019-07-16 2024-07-09 2153 1321 832 832 7. META PLATFORM, INC. 2023-05-04 2024-07-09 3713 1586 2127 2127 5. KLA TENCOR CORP 2019-07-16 2024-07-09 4367 614 3753 3753 6. VISA INC CL A 2011-05-13 2024-07-09 1595 120 1475 1475 51. WELLS FARGO & CO NEW 2023-05-04 2024-07-09 3055 1572 1483 1483 19. DIAMONDBACK ENERGY INC COM 2020-11-13 2024-08-05 3519 903 2616 2616 37. DUPONT DE NEMOURS INC COM 2023-05-04 2024-08-05 2903 2940 -37 -37 10000. FED HOME LN BK 2.875% 09/13/2024 2014-12-18 2024-09-13 10000 10000 73. AT&T INC 2022-05-24 2024-10-11 1557 1528 29 29 11. CAPITAL ONE FINL CORP 2023-05-04 2024-10-11 1712 941 771 771 13. COMERICA INS 2021-04-16 2024-10-11 795 914 -119 -119 12. CONSTELLATION BRANDS INC 2020-09-17 2024-10-11 2895 2308 587 587 37. ISHARES S&P 100 ETF 2024-02-15 2024-10-11 10345 8808 1537 1537 8. ISHARES S&P 100 ETF 2023-08-10 2024-10-11 2237 1665 572 572 19. MICROCHIP TECHNOLOGY INC COM 2023-05-04 2024-10-11 1488 1017 471 471 18. WELLS FARGO & CO NEW 2020-09-17 2024-10-11 1102 452 650 650 10000. FED FARM CR BK 3.25% 11/04/2024 2015-07-13 2024-11-04 10000 10000 10. RINGCENTRAL INC CL A 2023-02-08 2024-12-19 370 442 -72 -72 25. APTIV PLC 2023-08-10 2024-12-20 1465 2566 -1101 -1101 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 CAPITAL GAIN DIVIDENDS P 3581 40035 802 0 802 0 802 900 0 0 900 0 98 98 0 false false false false false false false true true IN true false false false false true N/A OLD NATIONAL WEALTH MANAGEMENT 8124641584 PO BOX 207 EVANSVILLE IN 47702 false false false false true false false false false false false false false false false true false false false false false false false OLD NATIONAL WEALTH MANAGEMENT PO BOX 207 EVANSVILLE IN 47702 TRUSTEE 1 13774 NONE 0 NONE 0 1024616 0 0 1024616 0 0 1024616 15369 1009247 50462 50462 802 802 49660 0 49660 0 49660 63531 0 0 0 0 63531 49660 0 0 12091 8429 358 0 11891 32769 63531 0 0 0 49660 13871 0 0 46640 0 0 0 0 0 0 12091 34549 8429 358 0 11891 13871 X INDIANA UNIVERSITY BRANDIE MACDONALD EXECUTIVE DIRECTOR 416 N INDIANA AVE BLOOMINGTON IN 474083742 NONE PC SCHOLARSHIPS 6800 MONROE COUNTY HISTORICAL SOCIETY ATTN SUSAN DYER DIRECTOR 202 E 6TH ST BLOOMINGTON IN 47408 NONE PC PROGRAM SUPPORT 9400 FOUNDATION OF MONROE COUNTY COMMUNITY SCHOOLS INC 315 NORTH DR BLOOMINGTON IN 47401 NONE PC PROGRAM SUPPORT 11000 PLANNED PARENTHOOD OF INDIANA ATTN STEVEN CONRAD 200 S MERIDIAN ST STE 400 INDIANAPOLIS IN 462251076 NONE PC PROGRAM SUPPORT 5000 BLOOMINGTON HEALTH FOUNDATION INC ATTN HEATHER ROBINSON PO BOX 249 BLOOMINGTON IN 474020249 NONE PC PROGRAM SUPPORT 9000 RBBSC FOUNDATION ATTN JULIE LINDSEY 600 S EDGEWOOD DR ELLETTSVILLE IN 47429 NONE PC PROGRAM SUPPORT 5000 FRIENDS OF THE LIBRARY MONROE COUNTY PUBLIC LIBRARY FDN 303 E KIRKWOOD AVE BLOOMINGTON IN 47408 NONE PC PROGRAM SUPPORT 2500 INDIANA UNIVERSITY THEATRE AND DRAMA ATTN LINDA PISANO DEPARTMENT CHAIR 275 N JORDAN AVE STE A300U BLOOMINGTON IN 47405 NONE PC PROGRAM SUPPORT 2000 50700 14 20494 18 40035 60529 60529 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 LEGAL FEES - PRINCIPAL (ALLOCA 605 605 OTHER EXPENSE (NON-DEDUCTIBLE 3 0 0 ROUNDING 2 FOREIGN TAXES 57 57 0 FEDERAL TAX PAYMENT - PRIOR YE 546 0 0 FEDERAL ESTIMATES - PRINCIPAL 900 0 0 FOREIGN TAXES ON QUALIFIED FOR 140 140 0 FOREIGN TAXES ON NONQUALIFIED 20 20 0