2024-05-15T15:32:35-04:00 2023-12-31 351969765 SHORE & COMPANY PC 412 S MAIN STREET NEW CASTLE IN 473623311 990PF 2023-01-01 356238626 JULIA S OBERDORFER SCHOL TRUST C/O CITIZENS STATE BANK JULI 7655295450 P O BOX C NEW CASTLE IN 47362 CITIZENS STATE BANK TRUSTEE 7655295450 2024-05-15 LEISA KING XXX-XX-XXXX true VICKI J KELSEY P00192008 7655214541 2024-05-15 2023 2023-04-26 12:10:37Z X 407409 X X 3697 2213 5937 5768 6919 35940 6919 16553 14900 3957 1979 1978 600 300 300 265 265 45 23 22 4867 2567 2300 23500 23500 28367 2567 25800 -11814 12333 277 168 168 50294 47785 47785 15000 15000 13688 218078 208882 345768 283649 271835 407409 0 X 283649 271835 283649 271835 283649 271835 283649 -11814 271835 271835 FEDERATED HERMES SUSTAIN P 2019-12-17 2023-10-25 6250 7470 -1220 -1220 I SHARES RUSSELL 2000 VALUE INDEX P 2008-07-02 2023-10-24 12905 6551 6354 6354 GOLDMAN SACHS CD P 2022-06-08 2023-12-08 15000 15000 6919 171 171 171 171 false false false false false false false true true IN true false false false false true N/A LEISA KING TRUSTEE 7655295450 P O BOX C NEW CASTLE IN 47362 false false false false false false false false false false false false false false false false false false false false CITIZENS STATE BANK 1238 BROAD ST NEW CASTLE IN 47362 TRUSTEE 2.00 3957 0 0 JAMES MILLIKAN 1238 BROAD ST NEW CASTLE IN 47362 DIRECTOR 000.00 0 0 0 MARY BETH TAYLOR 1238 BROAD ST NEW CASTLE IN 47362 DIRECTOR 000.00 0 0 0 NONE NONE N/A 358441 38830 0 397271 397271 5959 391312 19566 19566 171 171 19395 19395 19395 25800 25800 19395 9516 9891 6498 3930 8489 38324 25800 19395 6405 44729 0 9516 35213 9891 6498 3930 8489 6405 KAREN BIMBER GUIDANCE COUNCELOR 2602 S 14TH STREET NEW CASTLE IN 47362 7655217213 APPLICATION,COPY TRANSCRIPT,SAT,PSAT AND ACT SCORES MARCH 15 ELIGIBLE GRADUATING SENIORS OF NEW CASTLE HIGH SCHOOL MATTHEW BELL P O BOX C NEW CASTLE IN 47362 NONE BALL STATE U SCHOLARSHIP 2000 CHLOE VAUGHN P O BOX C NEW CASTLE IN 47362 NONE PURDUE UN SCHOLARSHIP 1000 JAREL COATIE P O BOX C NEW CASTLE IN 47362 NONE BALL STATE U SCHOLARSHIP 1000 DARBY WILLIAMS P O BOX C NEW CASTLE IN 47362 NONE INDIANA UN SCHOLARSHIP 500 ANDREW NELSON P O BOX C NEW CASTLE IN 47362 NONE PURDUE UNV SCHOLARSHIP 2000 CLOIE YORK P O BOX C NEW CASTLE IN 47362 NONE TAYLOR UNIV SCHOLARSHIP 2000 EMILY COY P O BOX C NEW CASTLE IN 47362 NONE BALL STATE U SCHOLARSHIP 2000 ETHAN ATTERSON PO BOX C NEW CASTLE IN 47362 NONE BALL STATE U SCHOLARSHIP 500 MILES MANN P O BOX C NEW CASTLE IN 47362 NONE BUTLER U SCHOLARSHIP 1000 HANNAH TALBOTT P O BOX C NEW CASTLE IN 47362 NONE INDIANA ST SCHOLARSHIP 500 EMMA WALLS P O BOX C NEW CASTLE IN 47362 NONE INDIANA U SCHOLARSHIP 500 NOAH PHELPS P O BOX C NEW CASTLE IN 47362 NONE IVY TECH SCHOLARSHIP 1000 JACKSON CRISWELL P O BOX C NEW CASTLE IN 47362 NONE INDIANA UN SCHOLARSHIP 1000 EDWARD YOUSAK P O BOX C NEW CASTLE IN 47362 NONE FRANKLIN CO SCHOLARSHIP 500 MADISON BELL P O BOX C NEW CASTLE IN 47362 NONE BALL STATE U SCHOLARSHIP 500 SARAH MADDY P O BOX C NEW CASTLE IN 47362 NONE INDIANA UN SCHOLARSHIP 1000 TRENTON SWEIGART PO BOX C NEW CASTLE IN 47362 NONE PURDUE UNIV SCHOLARSHIP 1000 JAMIE KERNEL P O BOX C NEW CASTLE IN 47362 NONE UNIV TENN SCHOLARSHIP 2000 DAWSON SCOTT P O BOX C NEW CASTLE IN 47362 NONE WITTENBERG U SCHOLARSHIP 500 ISAAC FRENCH P O BOX C NEW CASTLE IN 47362 NONE MIAMI UNIV SCHOLARSHIP 500 AIDAN BRADLEY P O BOX C NEW CASTLE IN 47362 NONE PURDUE UN SCHOLARSHIP 1000 ELENA MILLIKAN P O BOX C NEW CASTLE IN 47362 NONE UNIV CIN SCHOLARSHIP 1000 ALANAH AMMAN P O BOX C NEW CASTLE IN 47362 NONE INDIANA UNIV SCHOLARSHIP 500 23500 14 3697 14 5937 26 1785 5134 11419 5134 16553 false false false false false false false false false false SHORE & COMPANY 600 300 300 PHILIP MORRIS CORP 15000 13688 I SHARES DJ SEL INDEX AT COST 9777 23444 I SHARES RUSSELL MC INDEX AT COST 12548 38865 I SHARES RUSSELL 2000 VALUE INDEX F AT COST I SHARES RUSSELL 2000 INDEX AT COST 3530 10035 I SHARES RUSSELL 3000 AT COST 9151 32849 T ROWE PRICE DIV GROWTH FUND AT COST 18535 49547 I SHARES RUSSELL 1000 VALUE ETF AT COST 15512 33050 VANGUARD SPECIALIZED DIV GRW AT COST 5289 11163 T ROWE PRICE HEALTH SCIENCE FUND AT COST 8884 17580 S & P 500 AT COST 4782 13012 FEDERATED HERM HIGH INCOME BOND FUND AT COST VANGUARD INTERMEDIATE TERM BOND AT COST 12395 10360 VANGUARD SECS SHORT TERM INVESTMENT AT COST 5500 5115 VANGUARD LONG TERM TAX EXEMPT AT COST 6050 5500 SOUTH BEND IN REDEV AT COST 21075 20069 MORGAN COUNTY GENERAL AT COST 21027 20624 GOLDMAN SACHS CD AT COST HSBC BANK CD AT COST 24827 24821 J P MORGAN CD AT COST 15000 14833 BMW BK NORTH AMER AT COST 15000 14901 FORM 990 PF 12/31/21 265 265