2025-09-26T18:01:30-05:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 Indianapolis IN 46240 990PF 2024-01-01 356039274 LELA E POWERS TRUST 29 007166 POWE 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 FIRST MERCHANT PWA FID. TAX MGR 7657471500 2025-07-23 true true CASSE TATE P01271193 3175802000 2025-07-23 2024 2025-03-06 01:10:19Z X X 243515 X 7367 7367 66250 66250 0 52932 55807 287128 55807 0 129424 129424 0 38993 11698 27295 0 0 0 0 0 0 2905 0 0 2905 0 0 2328 23 0 0 0 0 0 0 0 13318 13318 13318 57544 25039 13318 30200 313480 313480 371024 25039 13318 343680 -241600 104385 0 2908 3207 3207 152271 34966 34966 340 812 340 340 0 53373 47213 53330 173975 56013 52839 97908 97908 97908 97908 0 925 925 925 482172 240572 243515 0 X 482172 240572 482172 240572 482172 240572 482172 -241600 0 240572 0 240572 214.624 PZENA EMERGING MARKET VALUE FD - INSTL 2024-02-20 2024-05-03 2801 2593 208 208 1429.208 FEDERATED SHORT INTRM TTL RET BD R6 2024-02-20 2024-05-03 14206 14235 -29 -29 4386.451 FEDERATED SHORT INTRM TTL RET BD R6 2020-03-12 2024-05-03 43601 45144 -1543 -1543 1433.939 FED TOTAL RETURN BD FD CL R6 2024-02-20 2024-05-03 13307 13422 -115 -115 5954.539 FED TOTAL RETURN BD FD CL R6 2020-03-12 2024-05-03 55258 65845 -10587 -10587 1207.119 FIDELITY CONTRAFUND 2023-02-15 2024-05-03 22404 11438 10966 10966 33. WCM FOCUSED EMERGING MKTS FDINSTL 2024-02-20 2024-05-03 460 433 27 27 167.778 WCM FOCUSED EMERGING MKTS FDINSTL 2021-03-17 2024-05-03 2341 3361 -1020 -1020 28.128 JANUS ENTERPRISE CL I 2024-02-20 2024-05-03 3867 3875 -8 -8 22.794 JANUS ENTERPRISE CL I 2020-03-12 2024-05-03 3134 2314 820 820 214.565 MFS MIDCAP VALUE R6 2020-03-12 2024-05-03 7001 3774 3227 3227 129.668 MORGAN STANLEY INTERNATIONALADVANTAGE 2024-02-20 2024-05-03 2980 3073 -93 -93 114.047 MORGAN STANLEY INTERNATIONALADVANTAGE 2022-05-10 2024-05-03 2621 2279 342 342 785.815 NORTHERN ULTRA-SHORT FIXED I 2017-02-15 2024-05-03 8055 8007 48 48 1016.642 SCHWAB FUNDAMENTAL INT'L L/CINSTITUTIONASHARES 2024-02-20 2024-05-03 11203 10652 551 551 30.088 VANGUARD INTL GROWTH ADMIRAL SHARES 2024-02-20 2024-05-03 3249 3114 135 135 21.784 VANGUARD INTL GROWTH ADMIRAL SHARES 2008-11-20 2024-05-03 2352 745 1607 1607 29.33 VANGUARD EQUITY INCOME FUND ADMIRAL CLAS 2024-02-20 2024-05-03 2586 2487 99 99 224.772 VANGUARD EQUITY INCOME FUND ADMIRAL CLAS 2010-09-16 2024-05-03 19818 8813 11005 11005 4.97 VANGUARD MIDCAP INDEX FUND ADMIRAL CLASS 2024-02-20 2024-05-03 1485 1444 41 41 23.159 VANGUARD MIDCAP INDEX FUND ADMIRAL CLASS 2008-11-20 2024-05-03 6917 975 5942 5942 13.448 VANGUARD S/C INDEX ADMIRAL 2024-02-20 2024-05-03 1410 1380 30 30 53.359 VANGUARD S/C INDEX ADMIRAL 2008-11-20 2024-05-03 5593 857 4736 4736 11.842 VANGUARD 500 INDEX FUND ADMIRAL CLASS 2024-02-20 2024-05-03 5608 5446 162 162 67.999 VANGUARD 500 INDEX FUND ADMIRAL CLASS 2011-09-21 2024-05-03 32201 7220 24981 24981 26.362 PZENA EMERGING MARKET VALUE FD - INSTL 2024-02-20 2024-10-29 359 315 44 44 14.266 FIDELITY CONTRAFUND 2024-02-20 2024-10-29 309 255 54 54 93.38 FIDELITY CONTRAFUND 2010-09-16 2024-10-29 2021 566 1455 1455 21.44 WCM FOCUSED EMERGING MKTS FDINSTL 2024-02-20 2024-10-29 325 281 44 44 1.134 JANUS ENTERPRISE CL I 2017-02-15 2024-10-29 172 114 58 58 19.452 MFS MIDCAP VALUE R6 2020-03-12 2024-10-29 701 342 359 359 73.105 SCHWAB FUNDAMENTAL INT'L L/CINSTITUTIONASHARES 2023-12-20 2024-10-29 822 747 75 75 4.072 VANGUARD INTL GROWTH ADMIRAL SHARES 2024-02-20 2024-10-29 475 421 54 54 20.235 VANGUARD EQUITY INCOME FUND ADMIRAL CLAS 2024-02-20 2024-10-29 1941 1716 225 225 1.847 VANGUARD MIDCAP INDEX FUND ADMIRAL CLASS 2024-02-20 2024-10-29 609 537 72 72 3.19 VANGUARD S/C INDEX ADMIRAL 2024-02-20 2024-10-29 365 327 38 38 6.033 VANGUARD 500 INDEX FUND ADMIRAL CLASS 2024-02-20 2024-10-29 3249 2774 475 475 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 CAPITAL GAIN DIVIDENDS P 1322 55807 1451 0 1451 0 1451 1451 0 0 1451 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 false false false false false false false FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET MUNCIE IN 47305 TRUSTEE 1 38993 NONE 0 NONE 0 201685 36888 3245545 3484118 0 0 3484118 52262 3431856 171593 171593 1451 1451 170142 0 170142 0 170142 343680 0 0 0 0 343680 170142 124563 0 0 0 0 0 0 0 343680 124563 0 0 170142 48975 0 0 48975 0 0 0 0 0 0 0 48975 0 0 0 0 48975 X AMERICAN BIBLE SOCIETY ATTN FINANCE DEPARTMENT PHILADELPHIA PA 191062155 N/A PC GENERAL OPERATIONS 47022 LAFAYETTE YMCA 3001 S CREASY LN LAFAYETTE IN 479055206 N/A PC GENERAL OPERATIONS 31348 SALVATION ARMY ATTNLEGAL DEPARTMENT HOFFMAN ESTATES IL 60192 N/A PC GENERAL OPERATIONS 31348 WABASH COLLEGE ATTNCINDY SNELLENBARGER CRAWFORDSVILLE IN 47933 N/A PC GENERAL OPERATIONS 109718 MOODY BIBLE INSTITUTE LEGAL DEPARTMENT CHICAGO IL 60610 N/A PC GENERAL OPERATIONS 62696 AMERICAN ADVENT MISSION SOCIETY 14601 ALBEMARLE ROAD CHARLOTTE NC 28227 N/A PC GENERAL OPERATIONS 31348 313480 14 7367 16 52932 18 55807 116106 116106 false false false false false false false false false false TAX PREPARATION FEE 2905 2905 Reason for Amendment Reason for Amendment This return is being amended to correct the reported minimum investment return and the required minimum distribution carryforward. FED SH INTRM TTL BD 22887 22833 FED TTL RET BD CL R6 29977 26815 NORTH ULT-SH FIX INC 3149 3191 PZENA EMERGING MKT 963 965 WCM FOCUSED EMRG MKT 959 1079 MORGAN STANLEY INTL 1830 2168 SCHWAB FDMTL INTL LC 4031 4086 VANGUARD INTL GR ADM 1970 1934 FIDELITY CONTRAFUND 7410 8710 VANGUARD EQUITY 7810 8120 VANGUARD 500 INDEX A 12826 15139 JANUS ENTERPRISE 1844 2606 MFS MIDCAP VALUE R6 2153 2435 VANGUARD MID-CAP AD 2929 3296 VANGUARD SMALLCAP AD 2488 2792 JASPER CTY CO-OP 925 925 925 Rent and Royalty Expense 13318 FEDERAL TAX PAYMENT - PRIOR YE 425 0 0 FEDERAL ESTIMATES - PRINCIPAL 1880 0 0 FOREIGN TAXES ON QUALIFIED FOR 19 19 0 FOREIGN TAXES ON NONQUALIFIED 4 4 0