2025-08-24T16:01:22-04:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 Indianapolis IN 46240 990PF 2024-01-01 207020847 RUTH GLASER BRYAN SCHOLARSHIP TRUST 017056 BRYA 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 FIRST MERCHANT PWA FID. TAX MGR 7657471500 2025-07-15 true true CASSE TATE P01271193 3175802000 2025-07-15 2024 2025-03-06 01:10:19Z X 896205 X 21957 21957 29186 82431 29186 0 51143 51143 10908 3272 7635 0 0 0 0 0 0 2230 0 0 2230 0 0 864 46 0 0 0 0 0 0 0 14002 3318 0 9865 61250 61250 75252 3318 0 71115 -24109 47825 0 197 29367 10246 10246 869 710 869 869 0 287553 272610 630334 262389 272382 254756 0 580216 556107 896205 0 X 580216 556107 580216 556107 580216 556107 580216 -24109 0 556107 0 556107 50. STARBUCKS CORP COM 2021-06-03 2024-06-04 4124 5319 -1195 -1195 24. BERKSHIRE HATHAWAY CL B COM 2022-08-26 2024-07-01 9693 7119 2574 2574 15. AMERIPRISE FINANCIAL COM 2013-06-25 2024-07-23 6327 1187 5140 5140 53. GENUINE PARTS CO COM 2014-04-23 2024-07-23 7302 4540 2762 2762 971.817 NORTHERN ULTRA-SHORT FIXED I 2021-02-23 2024-07-23 10000 9983 17 17 9.749 VANGUARD 500 INDEX FUND ADMIRAL CLASS 2021-06-03 2024-07-23 5000 3783 1217 1217 82. MICROCHIP TECHNOLOGY COM 2021-06-03 2024-10-30 6267 6264 3 3 6. COSTCO WHOLESALE CORP COM 2015-07-27 2024-11-04 5306 864 4442 4442 19. PEPSICO INC COM 2007-01-24 2024-11-04 3153 1238 1915 1915 80. ALLIANT CORP COM 2010-03-12 2024-11-15 4870 1344 3526 3526 98. S&P SMALL CAP 600 GROWTH ETF ISHARES 2017-04-21 2024-12-30 13329 7484 5845 5845 62. OMNICOM GROUP INC COM 2014-08-01 2024-12-30 5311 4120 1191 1191 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 CAPITAL GAIN DIVIDENDS P 1749 29186 665 0 665 0 665 0 0 0 36 701 0 0 false false false false false false false true true IN true false false false false true FIRST MERCHANTS PRIVATE WEALTH ADVISORS 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 false false false false true false false false false false false false false false false false false false false false false false FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET MUNCIE IN 47305 Trustee 1 10908 NONE 0 NONE 0 897992 13495 0 911487 0 0 911487 13672 897815 44891 44891 665 665 44226 0 44226 0 44226 71115 0 0 0 0 71115 44226 0 0 0 212 15561 9239 34757 59769 71115 0 0 0 44226 26889 0 0 86658 0 0 0 0 0 0 0 86658 212 15561 9239 34757 26889 NONE NONE DEBRA BARKER 200 EAST JACKSON STREET MUNCIE IN 47305 7657471500 DBARKER@FIRSTMERCHANTS.COM CONTACT FIRST MERCHANTS PRIVATE WEALTH ADVISORS FOR APPLICATION FORM March 15 DELAWARE COUNTY, INDIANA HIGH SCHOOL SENIOR WITH A MINIMUM CUMMULATIVE GPA OF 2.5 AND QUALIFIED TO ATTEND AN ART INSTITUTE OR ACCREDITED COLLEGE/UNIVERSITY IN THE US CASSIDY LAM & COLUMBIA COLLEGE CHICAGO 3613 W PEACHTREE LANE MUNCIE IN 47304 NONE I SCHOLARSHIP 6125 GAGE PALILONIS & BALL STATE UNIVERSITY 5800 N CEDAR SPRINGS RD MUNCIE IN 47304 NONE I SCHOLARSHIP 12250 HALEY SHERRELL AND BALL STATE UNIVERSITY 2408 S PERDIEU RD MUNCIE IN 47302 NONE I SCHOLARSHIP 12250 MAYA COGGESHALL & UNIVERSITY OF CINCINNATI MUNCIE IN 47304 NONE I SCHOLARSHIP 6125 QUINN PALILONIS & BALL STATE UNIVERSITY 5800 N CEDAR SPRINGS RD MUNCIE IN 47304 NONE I SCHOLARSHIP 12250 TRENTEN ROBERTS & BALL STATE UNIVERSITY 2704 N COLBERT DR MUNCIE IN 47303 NONE I SCHOLARSHIP 12250 61250 14 21957 18 29186 51143 51143 false false false false false false false false false false TAX PREPARATION FEE 2230 2230 FED SH INTRM TTL BD 75960 73132 FED TTL RET BD CL R6 83806 71040 NORTH ULT-SH FIX INC 51373 51858 VANGUARD S/T INV GR 61243 58726 ALPHABET CL A 8182 15144 AMAZON 15886 21939 AMERICAN WTR CO 5932 4731 CENCORA, INC 2333 8987 AMERIPRISE FINL 1583 10649 APPLE INC 3116 27045 BECTON DICKINSON 2190 6806 BROWN & BROWN 13407 35605 CISCO SYSTEMS 3759 9827 CONSTELLATION ENERGY 4700 4698 CORNING INC 3189 8173 COSTCO WHOLESALE 2304 14660 CULLEN FROST BANKERS 3770 4833 DISNEY WALT COMPANY 7595 4454 EOG RESOURCES INC 3179 6864 GRACO INC 4453 15931 HONEYWELL INTL INC 2449 7454 JOHNSON & JOHNSON CO 11797 12871 L3HARRIS TECH 2538 11986 LAM RESEARCH 2247 23114 LILLY ELI & CO, COM 966 10036 LOWE'S COMPANIES 4372 16042 MICROSOFT CORP 6129 10538 NEXTERA ENERGY 2773 2724 NUCOR CORP 3411 8753 ORACLE SYSTEMS 2314 11665 PEPSICO INC 1694 3954 T. ROWE PRICE GROUP 3220 5428 PROCTER & GAMBLE CO, 3552 8885 RAYTHEON TECH 3970 7753 CHARLES SCHWAB CORP 2852 6143 MATERIALS SPDR 1924 4207 SERVICE NOW INC 1505 4240 STRYKER CORP 2395 16922 TJX COS INC 3407 6041 TEXAS INSTRS INC 4665 4875 UNITEDHEALTH GROUP 8099 8094 VANECK SEMICONDUCTOR ETF 13907 13562 VISA 10538 15802 S&P M/C 400 GR ISHR 9882 32735 S&P M/C 400 VAL ISHR 15675 56732 VANGUARD REIT IN ETF 8188 12828 S&P S/C 600 CR ISHR 5007 21661 ASTRAZENECA 4266 4128 ACCENTURE PLC 1733 15831 CHUBB LIMITED 4208 10499 VANGUARD INTL GR ADM 6227 8376 VANGUARD 500 INDEX A 15382 24883 GS EQU DIV & PREM I 15740 21226 FOREIGN TAXES 46 46 0 FEDERAL TAX PAYMENT - PRIOR YE 18 0 0 FEDERAL ESTIMATES - PRINCIPAL 800 0 0