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 351938040 MARY K GARR SCHOLARSHIP FOUNDATION TRUST GARR 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 2126406 X 61111 61090 735359 1223666 735359 0 796470 796449 24955 7486 17468 0 0 0 0 0 0 2230 0 0 2230 0 0 509 509 0 0 0 0 0 0 0 27694 7995 0 19698 80871 80871 108565 7995 0 100569 687905 788454 0 379 141505 44864 44864 669 780 669 669 0 199525 191661 579694 856699 1078445 517343 824454 810767 0 1239701 1926211 2126406 0 X 1239701 1926211 1239701 1926211 1239701 1926211 1239701 687905 0 1927606 1395 1926211 252. S&P MID-CAP 400 GROWTH ETF ISHARES 2010-12-08 2024-01-02 19734 6264 13470 13470 175. S&P MID-CAP 400 VALUE ETF ISHARES 2010-04-01 2024-01-02 19882 6302 13580 13580 39. S&P 400 MID-CAP ETF SPDR 2005-01-26 2024-01-02 19651 4545 15106 15106 63. AMERICAN WATER CO INC COM 2020-04-29 2024-01-26 7749 7849 -100 -100 177. PFIZER INC COM 2016-03-18 2024-01-26 4864 4968 -104 -104 24. PUBLIC STORAGE INC. CLASS A REIT 2022-06-13 2024-02-22 6907 7185 -278 -278 134. REALTY INCOME CORP REIT 2020-10-08 2024-02-22 7049 8232 -1183 -1183 26. BERKSHIRE HATHAWAY CL B COM 2022-08-26 2024-07-01 10500 7712 2788 2788 225. GRACO INC COM 2016-09-20 2024-07-23 18488 5533 12955 12955 141. ABBOTT LABS COM 2018-02-12 2024-09-17 16632 8099 8533 8533 100. AMERIPRISE FINANCIAL COM 2013-08-01 2024-09-17 45086 9088 35998 35998 6. AMETEK INC COM 2023-06-30 2024-09-17 1014 974 40 40 276. AMPHENOL CORPORATION COM 2008-04-18 2024-09-17 17583 2073 15510 15510 7. ANSYS, INC. COM 2023-09-28 2024-09-17 2228 2086 142 142 121. AUTOMATIC DATA PROCESSING COM 2006-12-01 2024-09-17 33826 4572 29254 29254 146. BROADCOM INC NPV COM 2020-06-09 2024-09-17 23589 4633 18956 18956 337. BROWN & BROWN INC COM 2014-03-07 2024-09-17 34761 5208 29553 29553 273. CISCO SYSTEMS COM 2016-12-01 2024-09-17 13830 8064 5766 5766 13. COSTCO WHOLESALE CORP COM 2015-07-06 2024-09-17 11691 1776 9915 9915 47. CUMMINS INC COM 2018-02-12 2024-09-17 14087 7825 6262 6262 81. DANAHER CORP COM 2016-09-20 2024-09-17 22039 4957 17082 17082 27. DISNEY WALT COMPANY COM 2020-10-29 2024-09-17 2508 3229 -721 -721 1. META PLATFORMS INC 2024-03-14 2024-09-17 534 491 43 43 125. JACK HENRY & ASSOCIATES COM 2008-04-18 2024-09-17 21937 3330 18607 18607 40. HOME DEPOT INC COM 2017-04-19 2024-09-17 15330 5919 9411 9411 85. HONEYWELL INTL INC COM 2024-07-24 2024-09-17 17371 18256 -885 -885 18. HONEYWELL INTL INC COM 2015-09-23 2024-09-17 3678 1621 2057 2057 750. S&P MID-CAP 400 GROWTH ETF ISHARES 2010-12-08 2024-09-17 67943 18643 49300 49300 593. S&P MID-CAP 400 VALUE ETF ISHARES 2010-04-01 2024-09-17 72262 21353 50909 50909 287. S&P SMALL CAP 600 CORE ETF ISHARES 2009-02-12 2024-09-17 33204 5451 27753 27753 312. S&P SMALL CAP 600 VALUE ETF ISHARES 2010-04-01 2024-09-17 33445 10079 23366 23366 236. S&P SMALL CAP 600 GROWTH ETF ISHARES 2011-09-06 2024-09-17 32362 7903 24459 24459 94. JOHNSON & JOHNSON COM 2022-10-13 2024-09-17 15660 12555 3105 3105 9. LILLY ELI & CO COM 2017-01-11 2024-09-17 8126 670 7456 7456 2. LOCKHEED MARTIN CORP COM 2020-05-13 2024-09-17 1134 729 405 405 74. LOWE'S COMPANIES INC COM 2017-01-10 2024-09-17 19033 5300 13733 13733 2. MCDONALDS CORP COM 2023-03-08 2024-09-17 587 528 59 59 39. MICROSOFT CORP COM 2018-02-12 2024-09-17 16944 3475 13469 13469 53. PEPSICO INC COM 2004-12-02 2024-09-17 9383 2730 6653 6653 140. T. ROWE PRICE GROUP INC COM 2011-10-26 2024-09-17 15078 7485 7593 7593 90. PROCTER & GAMBLE CO COM 2004-12-02 2024-09-17 15803 4991 10812 10812 123. RAYTHEON TECHNOLOGIES COM 2020-04-17 2024-09-17 14553 5151 9402 9402 96.072 T ROWE PRICE BLUE CHIP GTH 2020-03-25 2024-09-17 18034 10000 8034 8034 2. S&P GLOBAL INC COM 2021-04-08 2024-09-17 1042 732 310 310 142. S&P 400 MID-CAP ETF SPDR 2005-01-26 2024-09-17 79683 16548 63135 63135 44. SCHLUMBERGER LTD COM 2023-06-01 2024-09-17 1821 1992 -171 -171 280. COMM SERVICES SPDR 2020-03-26 2024-09-17 24517 12299 12218 12218 239. REAL ESTATE SELECT SEC ETF 2024-02-22 2024-09-17 10764 9243 1521 1521 3. SERVICE NOW INC COM 2022-12-22 2024-09-17 2667 1129 1538 1538 75. STRYKER CORP COM 2006-08-04 2024-09-17 27276 3465 23811 23811 19. TJX COS INC NEW COM 2023-04-24 2024-09-17 2235 1491 744 744 33. UNITEDHEALTH GROUP INC COM 2022-10-13 2024-09-17 19048 15562 3486 3486 337.109 VANGUARD INTL GROWTH ADMIRAL SHARES 2008-10-30 2024-09-17 37975 14668 23307 23307 60. VANGUARD INFO TECH ETF 2017-04-19 2024-09-17 33853 8079 25774 25774 133. WAL MART STORES INC COM 2015-09-17 2024-09-17 10449 2867 7582 7582 54. ACCENTURE PLC ADR 2010-07-07 2024-09-17 18223 2097 16126 16126 98. CHUBB LIMITED ADR 2017-05-12 2024-09-17 28419 12441 15978 15978 110. MICROCHIP TECHNOLOGY COM 2024-09-17 2024-10-30 8406 8454 -48 -48 5. COSTCO WHOLESALE CORP COM 2015-07-06 2024-11-04 4422 683 3739 3739 15. PEPSICO INC COM 2004-12-02 2024-11-04 2489 773 1716 1716 50. WAL MART STORES INC COM 2015-09-17 2024-11-04 4134 1078 3056 3056 85. ALLIANT CORP COM 2024-09-17 2024-11-15 5175 5137 38 38 97. EDWARDS LIFESCIENCES CORP COM 2024-09-17 2024-11-15 6496 6509 -13 -13 100000. INTEL CORP 3.750% DUE 08/05/27* 2022-11-03 2024-12-12 97289 95226 2063 2063 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 CAPITAL GAIN DIVIDENDS P 11184 735359 10960 0 10960 0 10960 1295 0 9665 10960 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 24955 NONE 0 NONE 0 2035283 64313 0 2099596 0 0 2099596 31494 2068102 103405 103405 10960 10960 92445 0 92445 0 92445 100569 0 0 0 0 100569 92445 0 0 0 0 8542 78325 18671 105538 100569 0 0 0 92445 8124 0 0 113662 0 0 0 0 0 0 0 113662 0 8542 78325 18671 8124 NONE NONE DEBRA BARKER 200 EAST JACKSON STREET MUNCIE IN 47305 7657471500 DBARKER@FIRSTMERCHANTS.COM CONTACT FIRST MERCHANTS PRIVATE WEALTH ADVISORS FOR APPLICATION FORMS MARCH 15 HIGHLY MOTIVATED STUDENT DEMONSTRATING SUPERIOR ACADEMIC ACHIEVEMENT PURSUING A POST SECONDARY EDUCATION. PREFERECNE GIVEN TO MEDICAL DISCIPLINES. ANDREW SHROCK & MICHIGAN TECH UNIVERSITY 5000 S 750 E SELMA IN 47383 NONE I SCHOLARSHIP 7702 ASHLEIGH BRELAGE & MIAMI UNIVERSITY 2511 W ROYERTON RD MUNCIE IN 47303 NONE I SCHOLARSHIP 7702 CASSANDRA LOMBARDI AND BALL STATE UNIVERSITY 2000 W UNIVERSITY AVE MUNCIE IN 47306 NONE I SCHOLARSHIP 3851 DAMETRIUS HALL & GRACE COLLEGE 401 N KETTNER DR MUNCIE IN 47304 NONE I SCHOLARSHIP 7702 ELLA PICHE & BALL STATE UNIVERSITY 800 E MAIN ST MUNCIE IN 47305 NONE I SCHOLARSHIP 7702 EMILY HALL & GRACE COLLEGE 8105 N MYERS RD MUNCIE IN 47303 NONE I SCHOLARSHIP 7702 OLIVIA GICK 7109 S HIBISCUS DR MUNCIE IN 47302 NONE I SCHOLARSHIP 7702 JACI KNOTT AND TAYLOR UNIVERSITY 4901 W CONNIE DR MUNCIE IN 47304 NONE I SCHOLARSHIP 7702 LAUREN HUFFMAN-KIMBLE & BALL STATE UNIVERSITY GASTON IN 47342 NONE I SCHOLARSHIP 3851 LAUREN SMITH AND ANDERSON UNIVERSITY 3500 EAST INDIAN HILL DR MUNCIE IN 47302 NONE I SCHOLARSHIP 3851 SHELBIE CRABTREE & BALL STATE UNIVERSITY 8800 S CR 300 W MUNCIE IN 47302 NONE I SCHOLARSHIP 3851 SYDNEY SMITH & TAYLOR UNIVERSITY 3105 W WOODBRIDGE DR MUNCIE IN 47304 NONE I SCHOLARSHIP 7702 CAITLIN LAFERNEY 104 S BUCKINGHAM RD Yorktown IN 47396 NONE I SCHOLARSHIP 3851 80871 14 61111 18 735359 796470 796470 false false false false false false false false false false TAX PREPARATION FEE 2230 2230 AMPNL 4.35% 6/1/29* 98330 97964 ATZNCA 4.875 3/3/28* 101176 100600 BS BY 4.45% 10/1/28* 49998 49187 DOW 4.8% 11/30/28* 99795 99440 GS 4.75% 12/29/28 49959 49258 LOWES 3.1% 5/3/27 100436 96664 NXTRA 5% 2/28/30* 49739 50092 RLTY 4.85% 3/15/30* 99672 99359 CS 2% 3/20/28* 25349 22895 FED TTL RET BD CL R6 100000 95501 NORTH ULT-SH FIX INC 50000 49807 ADOBE SYSTEMS INC 10855 9338 ALPHABET CL A 25710 30667 AMAZON 22608 26546 AMETEK INC 7954 8833 AMPHENOL CORPORATION 1307 22502 ANSYS, INC. 5961 6747 APPLE INC 20293 23539 AUTO DATA PROCESSING 1096 8489 BLACKROCK 9949 11276 BROADCOM INC NPV 3935 28748 BROWN & BROWN 10563 12344 COMCAST CL A 10205 9795 CONOCOPHILLIPS 7800 7140 CONSTELLATION ENERGY 4923 4922 COPART INC 12050 13659 CORTEVA INC 5409 5411 COSTCO WHOLESALE 1639 10995 CULLEN FROST BANKERS 5117 6176 DANAHER CORP 3759 8034 DISNEY WALT COMPANY 5142 4788 EOG RESOURCES INC 7011 6987 META PLATFORMS INC 8344 9954 FORTINET 8877 11054 HOME DEPOT INC 2220 5835 HONEYWELL INTL INC 4862 12198 JOHNSON & JOHNSON CO 598 8677 LAM RESEARCH 11451 10835 LILLY ELI & CO, COM 1117 11580 LOCKHEED MARTIN 6922 9233 LOWE'S COMPANIES 2865 9872 MCDONALD'S CORP, COM 7391 8117 MICROSOFT CORP 4900 23183 NEXTERA ENERGY 6360 5377 O'REILLY AUTO 6750 7115 PEPSICO INC 1082 3193 PROCTER & GAMBLE CO, 1941 5868 S&P GLOBAL 7687 10459 SCHLUMBERGER LTD 6609 5598 CHARLES SCHWAB CORP 8409 9769 REAL ESTATE SEL SEC 4795 5043 SERVICE NOW INC 6397 18022 STRYKER CORP 2079 16202 TJX COS INC 7140 10994 TEXAS INSTRS INC 8390 7875 UNITEDHEALTH GROUP 6633 10623 VANECK SEMICONDUCTOR ETF 18132 17678 VISA 14573 15802 WAL MART STORES INC 3169 13281 ZOETIS INC 6461 6028 LINDE PLC 9886 8792 VANGUARD S&P 500 ETF 58864 61424 ASTRAZENECA 6584 5504 ACCENTURE PLC 1398 12664 CHUBB LIMITED 3999 9947 PZENA EMERGING MKT 21611 19764 WCM FOCUSED EMRG MKT 21611 22275 MORGAN STANLEY INTL 43213 42927 SCHWAB FDMTL INTL LC 86444 78146 VANGUARD INTL GR ADM 16746 39093 JANUS ENTERPRISE 54021 51338 MFS MIDCAP VALUE R6 54021 48539 VANGUARD MID-CAP AD 64828 66014 VANGUARD SMALLCAP AD 54033 55617 199525 191661 ADJUSTMENT FOR ACCRUED INTEREST PAID 1395 FOREIGN TAXES 71 71 0 FOREIGN TAXES ON QUALIFIED FOR 368 368 0 FOREIGN TAXES ON NONQUALIFIED 70 70 0