2026-03-25T09:16:36-07:00 2025-12-31 351501099 LINDA F BAVENDER 114 SOUTH 9TH STREET RICHMOND IN 47374 990PF 2025-01-01 356702638 FRED AND PATTY POWERS FAMILY FOUNDATION FRED 7702532794 214 S 19TH ST RICHMOND IN 47374 GRANVILLE F POWERS TRUSTEE 7702532794 2026-03-09 true LINDA F BAVENDER P00960334 7659620724 2026-03-25 X 2025 2025-03-06 01:10:19Z X 233221 X X 10 14810 18710 227178 18710 1672 0 118 33648 18710 1672 2400 0 950 3987 214 0 0 7551 0 0 25750 0 33301 0 0 347 18710 1672 -11158 -13079 -13079 0 0 235435 237703 246300 0 0 0 0 0 0 224277 224624 233221 0 0 0 0 0 X 224277 224624 224277 224624 224277 224624 224277 347 224624 224624 INVESCO SMCP VAL P 2024-12-09 2025-12-09 1088 0 1030 58 0 0 0 58 BNY DYN VAL P 2025-07-10 2025-12-09 1071 0 1065 6 0 0 0 6 EV STR INC P 2024-12-09 2025-12-09 13871 0 13499 372 0 0 0 372 EV EMG FRNTR CNTRYS P 2025-07-10 2025-12-09 769 0 712 57 0 0 0 57 FID ADVS EQ GRW P 2024-12-27 2025-07-10 4299 0 3187 1112 0 0 0 1112 FID ADVS INTL SMCP OPP P 2024-12-16 2025-07-10 172 0 147 25 0 0 0 25 FID ADVS STR INC P 2025-07-01 2025-07-10 6727 0 6493 234 0 0 0 234 JH INVT GRD BD P 2024-09-04 2025-07-10 995 0 1019 -24 0 0 0 -24 INV S&P LOW VOLTY P 2025-11-28 2025-12-09 9143 0 9421 -278 0 0 0 -278 JPM HDG EQ P 2024-12-09 2025-12-09 1005 0 955 50 0 0 0 50 JANUS ENTP P 2024-12-09 2025-07-10 850 0 776 74 0 0 0 74 JPM COR BD P 2025-06-27 2025-07-10 8793 0 8921 -128 0 0 0 -128 LORD ABB FLT RT P 2025-12-01 2025-12-09 10919 0 10932 -13 0 0 0 -13 LORD ABB BD DEB P 2025-07-01 2025-07-10 5255 0 5326 -71 0 0 0 -71 LORD ABB ULT SHT BD P 2025-12-01 2025-12-09 9484 0 9475 9 0 0 0 9 MFS LOW VLTY GLB P 2025-09-26 2025-12-09 11016 0 10667 349 0 0 0 349 PGIM SHT TRM CORP BD P 2025-12-01 2025-12-09 9514 0 9454 60 0 0 0 60 PUTNAM LGCP AL Y P 2024-09-04 2025-07-10 10219 0 9959 260 0 0 0 260 INVESCO CORP BD P 2023-08-31 2025-12-09 9638 0 9498 140 0 0 0 140 INVESCO VAL OPP Y P 2024-05-08 2025-07-10 5957 0 5575 382 0 0 0 382 FLTHLR BEHAV SMCP GRW P 2023-12-04 2025-12-09 1488 0 934 554 0 0 0 554 FID ADVS EQ GRW P 2024-05-08 2025-07-10 41536 0 30792 10744 0 0 0 10744 FID ADVS INTL SMCP OPP P 2024-05-08 2025-07-10 2794 0 2381 413 0 0 0 413 FID ADVS STR INC P 2024-07-01 2025-07-10 11067 0 10683 384 0 0 0 384 FID ADVS GRW INC P 2024-05-08 2025-12-09 9018 0 7327 1691 0 0 0 1691 GS GQG PTNR INTL OPP P 2023-04-11 2025-12-09 13621 0 12227 1394 0 0 0 1394 JH INVT GRD BD P 2024-09-04 2025-12-09 5916 0 5987 -71 0 0 0 -71 JANUS ENTP P 2024-05-08 2025-07-10 10665 0 9736 929 0 0 0 929 JPM COR BD P 2024-06-27 2025-07-10 8848 0 8977 -129 0 0 0 -129 PUTNAM LGCP VAL P 2024-09-04 2025-12-09 1440 0 1313 127 0 0 0 127 18710 1672 260 0 260 0 260 0 260 0 false false false false false false false true true IN true true false false false true N/A ELIZABETH POWERS MACKE 7702532794 60 LONGWOOD LANE NEWNAN GA 30263 false false false false false false false false false false false false false false false false false false false false ELIZABETH POWRS MACKE 60 LONGWOOD LANE NEWNAN GA 30263 TRUSTEE 2.00 800 0 0 KIMBERLY L KINSEY NOT LISTED LAKE WORTH FL 33449 TRUSTEE 1.00 800 0 0 GRANVILLE F POWERS III 214 S 19TH ST RICHMOND IN 47374 TRUSTEE 1.00 800 0 0 NONE 0 NONE 0 CONTRIBUTIONS TO ORGANIZATIONS WHICH ARE DULY AUTHORIZED TO CARRY ON CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCTIONAL ACTIVITIES AND WHICH ARE TAX EXEMPT. 25750 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 28500 28500 0 0 0 28500 28500 224624 224624 0 0 X 228 CLUB 228 S 6TH ST RICHMOND IN 47374 PC GENERAL 1250 ABILITIES RICHMOND INC 831 N E ST RICHMOND IN 47374 PC GENERAL 1000 BOYS AND GIRLS CLUB 1717 S L ST RICHMOND IN 47374 PC GENERAL 2000 COMMUNITY FOOD PANTRY PO BOX 1345 RICHMOND IN 47375 PC GENERAL 2500 FRIENDS OF MORRISON REEVES 80 N 6TH ST RICHMOND IN 47374 PC GENERAL 2500 FRIENDS OF RICHMOND PARKS FUNDS 50 N 5TH ST RICHMOND IN 47374 PC GENERAL 2500 A BETTER WAY 15 S 11TH ST RICHMOND IN 47374 PC GENERAL 2500 JACY HOUSE PO BOX 2195 RICHMOND IN 47375 PC GENERAL 2500 RHS ALUMNI ASSOCIATION 380 HUB ETCHISON PARKWAY RICHMOND IN 47374 PC GENERAL 2500 RICHMOND FAMILY YMCA 1215 S J ST RICHMOND IN 47374 PC GENERAL 1500 ANIMAL CARE ALLIANCE 1352 ABINGTON PIKE RICHMOND IN 47374 PC GENERAL 2500 RICHMOND COLUMBIAN PROPERTIES 204 N 10TH ST RICHMOND IN 47374 PC GENERAL 2500 25750 18710 18710 18710 8 N/A false false false false false false false false false false BURKHARDT TAX SERVICE ACCOUNTING 950 INVESCO CORP BOND CL Y 14029 14376 INVESCO SMALL CAP VALUE 5155 5038 INVESCO VALUE OPPTYS 6311 6845 EATON VANCE STRATEGIC INCOME 10985 11336 FULLER & THALER BEHAVIORAL SMALL CAP GROWTH 3128 4800 FIDELITY ADVISOR STRATEGIC INCOME CL 14437 14402 FIDELITY ADVISOR GROWTH & INCOME 12954 15473 GOLDMAN SACHS GQG PARTNERS INTL OPPTYS INVESTOR 10059 10886 JPMORGAN HEDGED EQUITY 2 8328 8768 JOHN HANCOCK INVESTMENT GRADE BOND 11370 11244 PUTNAM LARGE CAP VALUE 13176 14074 JP MORGAN CORE BOND 11289 11299 BNY MELLON DYNAMIC VALUE 13854 13934 EATON VANCE SHORT DURATION 11238 11268 EATON VANCE EMERGING & FRONTIER COUNTRIES 4788 5126 FEDERATED HERMES 6939 6613 FIDELTIY ADVISOR GROWTH OPPTYS 23220 24673 FIDELITY ADVISOR NEW INSIGHTS 24794 25040 JPMORGAN DEVELOPED INTL VALUE 10937 11036 LORD ABBETT SHORT DURATION INCOME 11250 11279 T ROWE PRICE CAP APPREC INVESTOR 9462 8790 MISCELLANEOUS 118 AMERICAN ENTERPRISE MANAGEMENT FEE 3987 EXCISE TAX ON INVESTMENT INCOME 214