2024-07-15T10:48:42-05:00 2024-02-29 370980065 WEST & COMPANY LLC 613 BROADWAY AVENUE MATTOON IL 61938 990PF 2023-03-01 376284353 ANNA B WELCH MEMORIAL TRUST FIRST MID WEALTH MANAGEMENT TRUSTEE ANNA 2172347454 PO BOX 529 MATTOON IL 61938 FIRST MID WEALTH MANAGEMENT TRUSTEE 2172347454 2024-07-11 1 FIRST MID WEALTH MANAGEMEN 999009999 0 ALEX HAGEN P01275388 2172354747 2024-06-28 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1820823 X X 3594 3594 3594 28930 28930 28930 42910 42910 42910 36380 22440 72142 22440 97874 97874 75434 15347 10232 10232 5115 4175 2783 2783 1392 4908 4340 4340 0 2979 2805 2805 174 27409 20160 20160 6681 87986 87986 115395 20160 20160 94667 -17521 77714 55274 32295 39243 39243 840 600 600 547392 512946 770139 432610 447489 410841 144068 144068 144068 600000 1157205 1144346 1820823 0 0 X 2039747 2062187 0 0 -882542 -917841 1157205 1144346 1157205 1144346 1157205 -17521 4662 1144346 0 1144346 LONG-TERM COVERED SALES 2017-03-06 2023-07-21 67401 46982 20419 20419 SHORT-TERM COVERED SALES 2023-02-05 2023-09-27 2671 2720 -49 -49 CAPITAL GAINS DIVIDENDS P 2070 2070 2070 22440 -49 1080 0 1080 0 1080 600 0 0 0 600 0 480 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A FIRST MID WEALTH MANAGEMENT 2172347454 1515 CHARLESTON AVENUE MATTOON IL 61938 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE MATTOON IL 61938 TRUSTEE 3.00 15347 0 0 NONE 0 NONE 0 0 1115887 25721 600000 1741608 0 0 1741608 26124 1715484 85774 85774 1080 1080 84694 4662 89356 0 89356 94667 0 94667 89356 86250 0 0 94667 86250 0 0 8417 0 0 0 0 0 0 0 0 80939 0 0 0 FIRST MID WEALTH MANAGEMENT PO BOX 529 MATTOON IL 61938 2172347454 APPLICATION IS AVAILABLE ON REQUEST APRIL 15 SEE GENERAL EXPLANATION, STATEMENT 9 ABIGAIL BONSTETTER 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ALEXANDRA SMITH 245 MADISON AVE MEMPHIS TN 38104 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ANDREW TRESSLAR 801 N RUTLEDGE ST SPRINGFIELD IL 62704 NONE N/A TO FURTHER HIGHER EDUCATION 2146 AVERY RISINGER 1 HAIRPIN DRIVE EDWARDSVILLE IL 62026 NONE N/A TO FURTHER HIGHER EDUCATION 2146 BRAYDEN RENNELS 601 E JOHN ST CHAMPAIGN IL 61820 NONE N/A TO FURTHER HIGHER EDUCATION 2146 DANIELLE DETERS 5001 LAKE LAND BLVD MATTOON IL 62462 NONE N/A TO FURTHER HIGHER EDUCATION 2146 DAVID K BROWNING 1263 LINCOLN DR CARBONDALE IL 62901 NONE N/A TO FURTHER HIGHER EDUCATION 2146 LEXY DRAKE 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 MAKAYLA DEVALL 2400 W BRADLEY CHAMPAIGN IL 61821 NONE N/A TO FURTHER HIGHER EDUCATION 2146 PAIGE FARMER 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 PEYTON GILL 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2146 QUINCY COLLINGS 1184 WEST MAIN STREET DECATUR IL 62522 NONE N/A TO FURTHER HIGHER EDUCATION 2146 SAM SCHUETTE 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 NONE N/A TO FURTHER HIGHER EDUCATION 2146 SYDNEY BENNETT 207 N 7TH ST TERRE HAUTE IN 47809 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ZACH FINLEY 8600 UNIVERSITY BLVD EVANSVILLE IN 47712 NONE N/A TO FURTHER HIGHER EDUCATION 2146 NOAH OAKLEY 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ABBIE BECKER 347 S GLADSTONE AVE AURORA IL 60506 NONE N/A TO FURTHER HIGHER EDUCATION 2146 AVA WILLINGHAM 66 GEORGE ST CHARLESTON SC 29424 NONE N/A TO FURTHER HIGHER EDUCATION 2146 JOSHUA SIPES 12800 N LAKE SHORE DR MEQUON WI 53097 NONE N/A TO FURTHER HIGHER EDUCATION 2146 MADISON BARNES 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2146 JAYLYN KIMBRO 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ANNA SIPES 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ASHTYN WILHELM 600 LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2146 SARAH RANKIN 100 N UNIVERSITY ST NORMAL IL 61761 NONE N/A TO FURTHER HIGHER EDUCATION 2146 MAKAYLA RICHEY 200 N 7TH ST TERRE HAUTE IN 47809 NONE N/A TO FURTHER HIGHER EDUCATION 2146 SYD HAKMAN 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 BRIEANNA LAIDLEY 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 NATHAN MORGAN 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 BLAINE POWERS 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ROBIN REARDON 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ALLISON STAPLETON 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 THOMAS TOWLE 5001 LAKE LAND BLVD MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ZACHARY LENSINK 580 W LINCOLN AVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2146 MARGARET RENTFRO 650 MARYVILLE UNIVERSITY DR TOWN COUNTRY MO 63141 NONE N/A TO FURTHER HIGHER EDUCATION 2146 DELANEY HORN 305 N WEST STREET OLNEY IL 62450 NONE N/A TO FURTHER HIGHER EDUCATION 2146 ZACHARY BENNETT 1263 LINCOLN DR MC CARBONDALE IL 62901 NONE N/A TO FURTHER HIGHER EDUCATION 2146 KYLER LENSINK 3600 N GARFIELD ST MIDLAND TX 79705 NONE N/A TO FURTHER HIGHER EDUCATION 2146 TYSON GASS 601 E JOHN ST CHAMPAIGN IL 61820 NONE N/A TO FURTHER HIGHER EDUCATION 2146 TAYLOR KOVACH 601 E JOHN ST CHAMPAIGN IL 61820 NONE N/A TO FURTHER HIGHER EDUCATION 2146 NATHAN CARPENTER 1200 W HARRISON ST SUITE 1800 CHICAGO IL 60607 NONE N/A TO FURTHER HIGHER EDUCATION 2146 REASE DANIELS 401 W KENNEDY BLVD TAMPA FL 33606 NONE N/A TO FURTHER HIGHER EDUCATION 2146 87986 0 14 3594 14 28930 16 36380 18 22440 0 91344 0 91344 0 0 0 0 0 0 0 0 0 0 INCOME TAX PREP FEE 4175 2783 2783 1392 FORM 990-PF; PAGE 10, PART XV, QUESTION 2(D) PAGE 10, PART XV, QUESTION 2(D)1. THE STUDENT MUST BE A RESIDENT OF COLES OR CUMBERLAND COUNTIES FOR THE LAST FIVE YEARS.2. PREFERENCE IS GIVEN TO THOSE STUDENTS WHO ARE ENROLLED IN MEDICALLY RELATED FIELDS OF STUDY (I.E. NURSING, MEDICAL TECHNICIAN, ETC.)3. PREFERENCE IS THEN GIVEN TO APPLICANTS WHO ARE LESS FINANCIALLY ABLE TO OBTAIN A HIGHER EDUCATION. 3.40% PFIZER INC 76683 74675 DODGE & COX INCOME FUND #147 98613 89889 METROPOLITAN WEST TOTAL RETURN BOND I 102254 85987 PRINCIPAL HIGH YIELD INST #4585 77812 74076 FEDERATED HERMES TTL RETURN BD 92127 86214 AMERICAN FUNDS EUROPACIFIC GROWTH F-2 #616 66706 78718 CAUSEWAY EMERGING MKTS INSTL CL 45932 37550 CAUSEWAY INT'L VALUE FUND INSTL 55205 72600 VANGUARD 500 INDEX FUND - ADMIRAL #540 196062 388490 VANGUARD MID CAP INDEX ADM 54586 80071 VANGUARD SMALL CAP INDEX ADM 61469 82710 WILLIAM BLAIR EMERGING MKTS GROWTH I 32986 30000 STATE FILING FEE 15 0 0 15 PUBLICATIONS/PRINTING 159 0 0 159 INSURANCE 228 228 228 0 FARM MANAGAMENT FEES 2577 2577 2577 0 RECOVERY OF PRIOR DISTRIBUTIONS 4662 EXCISE TAX 568 0 0 0 FOREIGN TAX WITHHELD 615 615 615 0 REAL ESTATE TAXES 3725 3725 3725 0