2024-09-10T08:02:30-05:00 2022-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2022-01-01 356029192 MARTHA ROYSE FRIBERG TRUST UA 002934 MART 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 AMY JONES FIDUCIARY TAX MANAGER 7622650142 2024-09-10 1 1 CASSE TATE P01271193 3175802000 2024-09-10 2022 2024-08-08 14:25:15Z X X X X 1171293 X X 26213 26213 3977 199017 3977 30190 30190 15140 4542 10598 651 0 651 1180 0 1180 373 99 0 17344 4641 12429 100856 100856 118200 4641 113285 -88010 25549 -7422 -5492 -5492 130822 44519 44519 78080 175431 166785 885340 365842 749420 340001 229586 216061 1426821 809886 1171293 0 0 X 1426821 809886 0 0 0 0 1426821 809886 1426821 809886 1426821 -88010 0 1338811 528925 809886 PUBLICLY TRADED SECURITIES 2021-08-06 2022-06-16 20856 22199 -1343 -1343 PUBLICLY TRADED SECURITIES 2021-02-02 2022-06-16 144849 148223 -3374 -3374 PUBLICLY TRADED SECURITIES 2011-07-13 2022-06-16 26785 24618 2167 2167 CAPITAL GAINS DIVIDENDS P 6527 6527 6527 3977 355 0 355 0 355 176 0 0 0 176 0 179 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A FIRST MERCHANTS PRIVATE WEALTH ADV 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FIRST MERCHANTS PRIVATE WLTH ADVISO 200 EAST JACKSON STREET MUNCIE IN 47305 TRUSTEE 1.00 15140 0 0 NONE 0 NONE 0 0 1187328 54678 0 1242006 0 0 1242006 18630 1223376 61169 61169 355 355 60814 0 60814 0 60814 113285 0 113285 60814 19037 2019 2018 36418 0 113285 19037 36418 0 57830 0 0 0 0 0 0 0 0 2984 0 0 0 X ALMOST HOME HUMANE SOCIETY 1705 S 2ND STREET LAFAYETTE IN 47905 N/A PC GENERAL FUND 33619 AMERICAN CANCER SOCIETY PO BO 720366 OKLAHOMA CITY OK 73172 N/A PC GENERAL FUND 16809 FRANCISCAN HEALTH FOUNDATION INC 3510 PARK PLACE WEST MISHAWAKA IN 46545 N/A PC GENERAL FUND 33619 SAVE THE CHILDREN FEDERATED 501 KINGS HWY EAST FAIRFIELD CT 06825 N/A PC GENERAL FUND 16809 100856 0 14 26213 18 3977 0 30190 0 30190 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1180 0 1180 ELECTION TO TREAT QUALIFYING DISTRIBUTION AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF A DESIGNATED PRIOR TAX YEAR OR OUT OF CORPUS UNDER REG. 53.4942(A)-3(D)(2)THE MARTHA ROYSE FRIBERG TRUST DECLARES THAT IT IS MAKING AN ELECTION UNDER REG. 53.4942(A)-3(D)(2) TO TREAT ITS QUALIFYING DISTRIBUTION FOR THE TAX YEAR ENDING DECEMBER 31, 2022 AS SET FORTH BELOW.THE QUALIFIED DISTRIBUTION TOTALED $100,856 AND SHALL FIRST BE MADE OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEDING TAX YEAR IN THE AMOUNT OF $36,418.THEREAFTER, THE QUALIFIED DISTRIBUTION SHALL BE MADE OUT OF UNDISTRIBUTED INCOME OF THE FOLLOWING DESIGNATED PRIOR TAX YEARS AND/OR CORPUS AS FOLLOWS:$22,839 OUT OF THE UNDISTRIBUTED INCOME OF THE TAX YEAR ENDING DECEMBER 31, 2018$13,579 OUT OF THE UNDISTRIBUTED INCOME OF THE TAX YEAR ENDING DECEMBER 31, 2019 REASON FOR AMENDMENT REASON FOR AMENDMENT THE 2022 FORM 990-PF IS BEING AMENDED TO PROPERLY APPLY THE ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO THE PRIOR YEAR'S UNDISTRIBUTED INCOME. CORPORATE BONDS & NOTES 131673 125154 OTHER BANK CD'S DTC ELIGIBLE 10000 9953 TAXABLE BOND FUNDS 87913 80954 COMMON STOCK 176290 467774 FOREIGN EQUITIES 1968 13342 LARGE/MULTI- CAP EQUITY FUNDS 30271 34132 MID CAP EQUITY FUNDS 89270 125095 SMALL CAP EQUITY FUNDS 18912 45310 INTERNATIONAL EQUITY FUNDS 42435 50504 REAL ESTATE (REIT) FUNDS 6696 10314 EX DIV AND ACCRUED INT 0 2949 175431 166785 0 0 ATTORNEY FEES 651 0 651 CHANGE FROM FMV TO COST ON BALANCE SHEET FOR AMENDMENT 528925 FOREIGN TAX PAID 99 99 0 2021 FEDERAL EXCISE TAX PAID 274 0 0