2025-04-24T16:01:26-05:00 2024-12-31 010604131 TRUST PROCESSING SOLUTIONS PO BOX 894 MILFORD OH 451500894 990PF 2024-01-01 356009799 BURT H WHITELEY RESIDUAL TRUST XXX-XX-XXXX WHIT 8008300362 P O BOX 207 EVANSVILLE IN 477020207 OLD NATIONAL WEALTH MANAGEMENT TRUSTEE 8008300362 2025-03-25 true true DOUG HART P00241831 5137748805 2025-03-25 2024 2025-03-06 01:10:19Z X 267864 X 5815 5655 12265 75706 12265 0 18080 17920 3582 663 2920 0 0 0 0 0 0 1000 0 0 1000 0 0 686 53 0 0 0 0 0 0 0 5268 716 0 3920 12552 12552 17820 716 0 16472 260 17204 0 0 0 0 225399 225652 267864 225399 225652 267864 0 X 225399 225652 225399 225652 225399 225652 225399 260 0 225659 7 225652 35. ISHARES GLOBAL 100 ETF 2023-05-23 2024-01-25 2916 2574 342 342 5.018 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2023-10-19 2024-01-25 268 241 27 27 126.019 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2023-01-24 2024-01-25 6718 6847 -129 -129 .157 VANGUARD EQUITY INCOME FUND ADM #565 2023-10-19 2024-01-25 13 13 165.95 VANGUARD EQUITY INCOME FUND ADM #565 2022-10-25 2024-01-25 13953 14247 -294 -294 15.107 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-01-25 2514 1797 717 717 2.164 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-01-24 2024-01-25 978 802 176 176 3.308 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-01-24 2024-01-25 154 154 223. ISHARES GLOBAL 100 ETF 2023-05-23 2024-06-13 21456 16401 5055 5055 16.113 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-01-25 2024-06-13 423 366 57 57 24.094 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-06-13 838 753 85 85 159.111 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 2022-10-25 2024-06-13 5851 4525 1326 1326 43.98 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-06-13 449 555 -106 -106 1.262 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-06-13 241 150 91 91 6.142 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-01-24 2024-06-13 297 284 13 13 1.261 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 2024-06-13 2024-09-16 27 26 1 1 1.564 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-09-16 236 206 30 30 2.794 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-09-16 103 87 16 16 1.43 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-09-16 125 118 7 7 112.211 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-09-16 1197 1417 -220 -220 1.418 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-09-16 739 544 195 195 1.967 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2022-10-25 2024-09-16 102 90 12 12 13.651 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 2024-06-13 2024-10-24 292 280 12 12 5.976 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 2022-02-23 2024-10-24 232 232 2.071 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-10-24 318 273 45 45 14.816 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 2024-09-16 2024-10-24 256 258 -2 -2 9.449 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-09-16 2024-10-24 252 250 2 2 19.659 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-10-24 736 615 121 121 2.658 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-10-24 235 219 16 16 9.432 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 2023-10-19 2024-10-24 357 297 60 60 169.387 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-10-24 1750 2139 -389 -389 4.026 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-10-24 810 478 332 332 5.381 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-10-24 2887 2063 824 824 5.775 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2022-10-25 2024-10-24 300 265 35 35 .304 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 2022-02-23 2024-11-04 12 12 .751 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-11-04 114 99 15 15 6.749 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-09-16 2024-11-04 178 158 20 20 47.232 PIMCO MODERTATE DURATION FUND CLASS I #120 2021-02-24 2024-11-04 435 496 -61 -61 8.391 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-11-04 310 262 48 48 1.848 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-11-04 162 152 10 10 40.822 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-11-04 419 516 -97 -97 4.943 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-11-04 979 586 393 393 3.988 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-11-04 2104 1529 575 575 1.415 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2022-10-25 2024-11-04 73 65 8 8 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 CAPITAL GAIN DIVIDENDS P 2897 12265 239 0 239 0 239 365 0 0 365 0 126 126 0 false false false false false false false true true IN true false false false false true OLD NATIONAL WEALTH MANAGEMENT 8124641584 320 S HIGH 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 OLD NATIONAL WEALTH MANAGEMENT PO BOX 207 EVANSVILLE IN 47702 TRUSTEE 1 3582 NONE 0 NONE 0 267009 0 0 267009 0 0 267009 4005 263004 13150 13150 239 239 12911 0 12911 0 12911 16472 0 0 0 0 16472 12911 0 0 0 0 3182 4876 0 8058 16472 0 0 0 12911 3561 0 0 11619 0 0 0 0 0 0 0 11619 0 3182 4876 0 3561 X BPOE MUNCIE LODGE NO 245 909 N COUNTY RD 500 W MUNCIE IN 47304 NONE PC PROGRAM SUPPORT 4707 SALVATION ARMY INDIANA DIVISION C/O JOYCE WAREN 3100 N MERIDIAN ST INDIANAPOLIS IN 46208 NONE PC PROGRAM SUPPORT 3138 MUNCIE FIRE DEPARTMENT 421 E JACKSON ST MUNCIE IN 47305 NONE PC PROGRAM SUPPORT 4707 12552 14 5815 18 12265 18080 18080 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 ROUNDING 4 2024 ROC ADJ 3 FEDERAL TAX PAYMENT - PRIOR YE 268 0 0 FEDERAL ESTIMATES - PRINCIPAL 365 0 0 FOREIGN TAXES ON QUALIFIED FOR 44 44 0 FOREIGN TAXES ON NONQUALIFIED 9 9 0