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 356051256 CLIFFORD L & DAISIE B AMBURN MEM SCHOLARSHIP CLIF 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 542174 X 15546 15546 146768 326861 146768 0 162314 162314 6451 1935 4516 0 0 0 0 0 0 2230 0 0 2230 0 0 515 155 0 0 0 0 0 0 0 9196 2090 0 6746 34500 34500 43696 2090 0 41246 118618 160224 0 26080 15472 15472 651 184 651 651 0 190151 238157 376782 69444 150197 149269 0 285859 404477 542174 0 X 285859 404477 285859 404477 285859 404477 285859 118618 0 404477 0 404477 25000. ECOLAB INC 4.800% DUE 03/24/30* 2022-12-20 2024-01-11 25474 25075 399 399 25000. FEDERAL HOME LOAN BANK 4.250% DUE 09/10/ 2022-12-20 2024-01-11 24726 24875 -149 -149 25000. INTEL CORP 3.750% DUE 08/05/27* 2022-11-03 2024-01-11 24452 23810 642 642 171. S&P MID-CAP 400 VALUE ETF ISHARES 2010-04-21 2024-01-16 18817 6468 12349 12349 270. S&P SMALL CAP 600 CORE ETF ISHARES 2009-03-23 2024-01-16 27864 4898 22966 22966 8. S&P 400 MID-CAP ETF SPDR 2006-06-21 2024-01-16 3951 1080 2871 2871 50. S&P 400 MID-CAP ETF SPDR 2009-04-15 2024-01-16 24695 4748 19947 19947 55. S&P 400 MID-CAP ETF SPDR 2009-02-12 2024-01-16 27165 4959 22206 22206 57. S&P 400 MID-CAP ETF SPDR 2009-03-23 2024-01-16 28153 4973 23180 23180 93. COMM SERVICES SPDR 2020-03-26 2024-01-16 6828 4085 2743 2743 127.454 T ROWE PRICE BLUE CHIP GTH 2020-09-04 2024-01-18 19513 20000 -487 -487 45.599 T ROWE PRICE BLUE CHIP GTH 2020-03-26 2024-01-18 6981 5000 1981 1981 161.603 VANGUARD WINDSOR II ADMIRAL CLASS 2014-02-05 2024-01-18 12164 10000 2164 2164 161.376 VANGUARD WINDSOR II ADMIRAL CLASS 2016-01-11 2024-01-18 12147 9000 3147 3147 1152.479 FIDELITY CONTRAFUND 2016-05-02 2024-07-23 23338 11654 11684 11684 31.738 WCM FOCUSED EMERGING MKTS FDINSTL 2024-01-17 2024-07-23 443 398 45 45 7.61 JANUS ENTERPRISE CL I 2024-01-17 2024-07-23 1094 982 112 112 282.622 MFS MIDCAP VALUE R6 2024-01-17 2024-07-23 9598 8445 1153 1153 15.476 MORGAN STANLEY INTERNATIONALADVANTAGE 2024-01-17 2024-07-23 361 336 25 25 73.521 VANGUARD EQUITY INCOME FUND ADMIRAL CLAS 2012-05-23 2024-07-23 6720 3443 3277 3277 3.841 VANGUARD MIDCAP INDEX FUND ADMIRAL CLASS 2024-01-17 2024-07-23 1188 1075 113 113 11.618 VANGUARD S/C INDEX ADMIRAL 2024-01-17 2024-07-23 1285 1136 149 149 20.579 VANGUARD 500 INDEX FUND ADMIRAL CLASS 2016-01-11 2024-07-23 10554 3653 6901 6901 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 CAPITAL GAIN DIVIDENDS P 9350 146768 2227 0 2227 0 2227 0 2227 2227 0 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 true false false false false false false false FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET MUNCIE IN 47305 Trustee 1 6451 NONE 0 NONE 0 495780 10989 0 506769 0 0 506769 7602 499167 24958 24958 2227 2227 22731 0 22731 0 22731 41246 0 0 0 0 41246 22731 0 0 767 5473 0 9425 2797 18462 41246 0 0 0 22731 18515 0 0 36977 0 0 0 0 0 0 767 36210 5473 0 9425 2797 18515 NONE NONE DEBRA BARKER 200 E JACKSON STREET MUNCIE IN 47305 7657471500 DBARKER@FIRSTMERCHANTS.COM CONTACT FIRST MERCHANTS PRIVATE WEALTH ADVISORS FOR APPLICATION MARCH 15 HIGH SCHOOL GRADUATE OF DELAWARE COUNTY, INDIANA INTERESTED IN PURSUING A TEACHING DEGREE IN ELEMENTARY EDUCATION ALEXIS QUIRK 3009 EAST COUNTY ROAD 300 SOUTH MUNCIE IN 47302 NONE I SCHOLARSHIP 1500 ANALIESE PITTMAN 9313 RACHEL DRIVE YORKTOWN IN 47396 NONE I SCHOLARSHIP 7333 ELLIE LYNN 7951 W NIXON RD YORKTOWN IN 47396 NONE I SCHOLARSHIP 7333 EMILY MCCLURE 5409 N AUSTIN DRIVE MUNCIE IN 47304 NONE I SCHOLARSHIP 3667 MCKENNA MINTON 4707 W COUNTY ROAD 500 S MUNCIE IN 47302 NONE I SCHOLARSHIP 7333 TAYLOR GRIFFEY 1701 N HACKBERRY RD MUNCIE IN 47304 NONE I SCHOLARSHIP 3667 JAYDEN SECHREST 2927 S CHEROKEE RD MUNCIE IN 47302 NONE I SCHOLARSHIP 3667 34500 14 15546 18 146768 162314 162314 false false false false false false false false false false TAX PREPARATION FEE 2230 2230 FED SH INTRM TTL BD 64616 64571 FED TTL RET BD CL R6 76669 75710 NORTH ULT-SH FIX INC 8912 8988 PZENA EMERGING MKT 7093 6986 WCM FOCUSED EMRG MKT 6705 7886 MORGAN STANLEY INTL 13869 15346 SCHWAB FDMTL INTL LC 27860 27447 VANGUARD INTL GR ADM 13913 13638 FIDELITY CONTRAFUND 28922 62234 VANGUARD EQUITY 37608 57273 VANGUARD 500 INDEX A 32145 106766 JANUS ENTERPRISE 16774 18536 MFS MIDCAP VALUE R6 16414 17464 VANGUARD MID-CAP AD 20233 23629 VANGUARD SMALLCAP AD 16621 19577 FEDERAL TAX PAYMENT - PRIOR YE 360 0 0 FOREIGN TAXES ON QUALIFIED FOR 130 130 0 FOREIGN TAXES ON NONQUALIFIED 25 25 0