2025-07-15T10:35:42-05:00 2025-02-28 370980065 WEST & COMPANY LLC 613 BROADWAY AVENUE MATTOON IL 61938 990PF 2024-03-01 376284353 ANNA B WELCH MEMORIAL TRUST FIRST MID WEALTH MANAGEMENT TRUSTEE ANNA 2172347454 PO BOX 529 MATTOON IL 61938 FIRST MID WEALTH MANAGEMENT TRUSTEE 2172347454 2025-07-02 1 0 ALEX HAGEN P01275388 2172354747 2025-06-23 2024 2025-03-06 01:10:19Z X 1869790 X X 2582 2582 2582 31601 31601 31601 12228 12228 12228 7443 31669 335904 31669 78080 78080 46411 16965 11311 11311 5654 4175 2783 2783 1392 5645 4565 4565 0 988 973 973 15 27773 19632 19632 7061 81000 81000 108773 19632 19632 88061 -30693 58448 26779 39243 91057 91057 600 1080 1080 512946 418805 726780 447489 460143 450873 144068 144068 144068 600000 1144346 1115153 1869790 0 0 X 2062187 2093855 0 0 -917841 -978702 1144346 1115153 1144346 1115153 1144346 -30693 1500 1115153 0 1115153 LONG-TERM COVERED SALES 2021-03-31 2024-12-20 317927 294943 22984 22984 SHORT-TERM COVERED SALES 2024-10-31 2024-12-20 9376 9292 84 84 CAPITAL GAINS DIVIDENDS P 8601 8601 8601 31669 84 812 0 812 0 812 1080 0 0 0 1080 0 268 268 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A FIRST MID WEALTH MANAGEMENT 2172347454 1515 CHARLESTON AVENUE MATTOON IL 61938 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE MATTOON IL 61938 TRUSTEE 3.00 16965 0 0 NONE 0 NONE 0 0 1180879 59722 600000 1840601 0 0 1840601 27609 1812992 90650 90650 812 812 89838 1500 91338 0 91338 88061 0 88061 91338 80939 0 0 88061 80939 0 0 7122 0 0 0 0 0 0 0 0 84216 0 0 0 FIRST MID WEALTH MANAGEMENT PO BOX 529 MATTOON IL 61938 2172347454 APPLICATION IS AVAILABLE ON REQUEST APRIL 15 SEE GENERAL EXPLANATION, STATEMENT 9 ABBIE BECKER 347 S GLADSTONE AVE AURORA IL 60506 NONE N/A TO FURTHER HIGHER EDUCATION 3000 ABIGAIL BONSTETTER 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 3000 ANDREW TRESSLAR 801 N RUTLEDGE ST SPRINGFIELD IL 62704 NONE N/A TO FURTHER HIGHER EDUCATION 3000 AUDREY DODGE 410 ADMINISTRATION DR LEXINGTON KY 40506 NONE N/A TO FURTHER HIGHER EDUCATION 3000 BRAYDEN RENNELS 601 E JOHN ST CHAMPAIGN IL 61820 NONE N/A TO FURTHER HIGHER EDUCATION 3000 DANIELLE DETERS 5001 LAKE LAND BLVD MATTOON IL 62462 NONE N/A TO FURTHER HIGHER EDUCATION 3000 ELLA BAHNEY 101 HOVEY HALL 201 S SCHOOL ST NORMAL IL 61761 NONE N/A TO FURTHER HIGHER EDUCATION 3000 GRIFFIN WALK 601 E JOHN ST CHAMPAIGN IL 61820 NONE N/A TO FURTHER HIGHER EDUCATION 3000 HALLEE PERRY 2400 W BRADLEY AVE CHAMPAIGN IL 61820 NONE N/A TO FURTHER HIGHER EDUCATION 3000 JORDAN SAPP 701 COLLEGE RD LEBANON IL 62254 NONE N/A TO FURTHER HIGHER EDUCATION 3000 JOSHUA SIPES 12800 N LAKE SHORE DR MEQUON WI 53097 NONE N/A TO FURTHER HIGHER EDUCATION 3000 KYLER LENSINK 2500 BROADWAY W LUBBOCK TX 79409 NONE N/A TO FURTHER HIGHER EDUCATION 3000 LEAH STAPLETON 101 HOVEY HALL 201 S SCHOOL ST NORMAL IL 61761 NONE N/A TO FURTHER HIGHER EDUCATION 3000 LILY GREGORY 315 EAST COLLEGE AVE GREENVILLE IL 62246 NONE N/A TO FURTHER HIGHER EDUCATION 3000 MALEA NIEMERG 1 HAIRPIN DR EDWARDSVILLE IL 62026 NONE N/A TO FURTHER HIGHER EDUCATION 3000 MARGARET RENTFRO 650 MARYVILLE UNIVERSITY DR TOWN COUNTRY MO 63141 NONE N/A TO FURTHER HIGHER EDUCATION 3000 NATALIE O'DELL 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 3000 NATHAN MORGAN 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 3000 PAIGE FARMER 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 3000 PEYTON GILL 615 MCCALLIE AVE CHATTANOOGA TN 37403 NONE N/A TO FURTHER HIGHER EDUCATION 3000 SARAH RANKIN 100 N UNIVERSITY ST NORMAL IL 61761 NONE N/A TO FURTHER HIGHER EDUCATION 3000 STEPHANIE HURT 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 3000 SYD HAKMAN 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 3000 SYDNEY BENNETT 207 N 7TH ST TERRE HAUTE IN 47809 NONE N/A TO FURTHER HIGHER EDUCATION 3000 TAYLOR KOVACH 601 E JOHN ST CHAMPAIGN IL 61820 NONE N/A TO FURTHER HIGHER EDUCATION 3000 ZACH FINLEY 8600 UNIVERSITY BLVD EVANSVILLE IN 47712 NONE N/A TO FURTHER HIGHER EDUCATION 3000 ZACHARY BENNETT 1263 LINCOLN DR MC CARBONDALE IL 62901 NONE N/A TO FURTHER HIGHER EDUCATION 3000 81000 0 14 2582 14 31601 16 7443 18 31669 0 73295 0 73295 0 0 0 0 0 0 0 0 0 0 INCOME TAX PREP FEE 4175 2783 2783 1392 FORM 990-PF; PAGE 10, PART XV, QUESTION 2(D) PAGE 10, PART XV, QUESTION 2(D)1. THE STUDENT MUST BE A RESIDENT OF COLES OR CUMBERLAND COUNTIES FOR THE LAST FIVE YEARS.2. PREFERENCE IS GIVEN TO THOSE STUDENTS WHO ARE ENROLLED IN MEDICALLY RELATED FIELDS OF STUDY (I.E. NURSING, MEDICAL TECHNICIAN, ETC.)3. PREFERENCE IS THEN GIVEN TO APPLICANTS WHO ARE LESS FINANCIALLY ABLE TO OBTAIN A HIGHER EDUCATION. DODGE & COX INCOME FUND #147 247671 244550 METROPOLITAN WEST TOTAL RETURN BOND I 1 1 PRINCIPAL HIGH YIELD INST #4585 86610 84479 FEDERATED HERMES TTL RETURN BD 125861 121843 AMERICAN FUNDS EUROPACIFIC GROWTH F-2 #616 62303 73908 CAUSEWAY INT'L VALUE FUND INSTL 63424 86604 VANGUARD 500 INDEX FUND - ADMIRAL #540 165428 389358 VANGUARD MID CAP INDEX ADM 43660 71978 VANGUARD SMALL CAP INDEX ADM 46192 69582 WILLIAM BLAIR EMERGING MKTS GROWTH I 37798 35350 STATE FILING FEE 15 0 0 15 INSURANCE 239 239 239 0 FARM MANAGAMENT FEES 734 734 734 0 RECOVERY OF PRIOR DISTRIBUTIONS 1500 EXCISE TAX 1080 0 0 0 FOREIGN TAX WITHHELD 753 753 753 0 REAL ESTATE TAXES 3812 3812 3812 0