2025-04-24T16:01:27-05:00 2024-12-31 010604131 TRUST PROCESSING SOLUTIONS PO BOX 894 MILFORD OH 451500894 990PF 2024-01-01 276837990 MARY L WALBURN CHARITABLE XXX-XX-XXXX WAL 8008300362 P O BOX 207 EVANSVILLE IN 477020207 OLD NATIONAL WEALTH MANAGEMENT TRUSTEE 8008300362 2025-03-26 true true DOUG HART P00241831 5137748805 2025-03-26 2024 2025-03-06 01:10:19Z X 345452 X 7364 7157 15036 94542 15036 0 22400 22193 4573 1041 3532 0 0 0 0 0 0 1000 0 0 1000 0 0 788 69 0 0 0 0 0 0 0 6361 1110 0 4532 15915 15915 22276 1110 0 20447 124 21083 0 0 0 0 292533 292656 345452 292533 292656 345452 0 X 292533 292656 292533 292656 292533 292656 292533 124 0 292657 1 292656 49. ISHARES GLOBAL 100 ETF 2023-05-23 2024-01-25 4083 3604 479 479 .317 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-01-25 42 42 3.956 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2023-10-19 2024-01-25 211 190 21 21 166.611 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2023-01-24 2024-01-25 8882 9054 -172 -172 216.254 VANGUARD EQUITY INCOME FUND ADM #565 2022-10-25 2024-01-25 18183 18565 -382 -382 21.216 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-01-25 3531 2517 1014 1014 4.74 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-01-24 2024-01-25 2141 1757 384 384 6.539 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-01-24 2024-01-25 304 305 -1 -1 3.347 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 2022-02-23 2024-06-03 128 130 -2 -2 5. ISHARES GLOBAL 100 ETF 2023-05-23 2024-06-03 466 368 98 98 1.388 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-06-03 196 183 13 13 6.131 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-01-25 2024-06-03 159 139 20 20 6.212 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-06-03 216 194 22 22 1.721 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-06-03 143 142 1 1 9.657 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 2022-10-25 2024-06-03 359 275 84 84 2.699 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-06-03 491 320 171 171 3.369 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-06-03 1646 1291 355 355 4.022 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2022-10-25 2024-06-03 197 184 13 13 282. ISHARES GLOBAL 100 ETF 2023-05-23 2024-06-13 27132 20741 6391 6391 22.643 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-01-25 2024-06-13 594 514 80 80 42.255 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-06-13 1470 1321 149 149 203.692 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 2022-10-25 2024-06-13 7490 5793 1697 1697 115.247 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-06-13 1177 1456 -279 -279 2.489 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-06-13 476 295 181 181 9.007 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2022-10-25 2024-06-13 436 413 23 23 7.052 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 2024-06-13 2024-09-16 151 145 6 6 2.788 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-09-16 420 368 52 52 .638 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 2024-06-13 2024-09-16 11 11 31.618 PIMCO MODERTATE DURATION FUND CLASS I #120 2010-12-09 2024-09-16 298 332 -34 -34 11.342 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-09-16 417 355 62 62 2.855 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-09-16 250 235 15 15 166.248 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-09-16 1774 2100 -326 -326 1.105 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-09-16 213 131 82 82 3.936 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-09-16 2052 1509 543 543 4.758 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2022-10-25 2024-09-16 247 218 29 29 .208 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-11-04 32 27 5 5 5.247 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-09-16 2024-11-04 138 139 -1 -1 3.549 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-11-04 131 111 20 20 1.401 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-11-04 123 115 8 8 168.744 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-11-04 1731 2131 -400 -400 4.877 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-11-04 966 579 387 387 3.149 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-11-04 1661 1207 454 454 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 CAPITAL GAIN DIVIDENDS P 3774 15036 293 0 293 0 293 450 0 0 450 0 157 157 0 false false false false false false false true true IN true false false false false true OLD NATIONAL WEALTH MANAGEMENT 8124641584 PO BOX 207 EVANSVILLE IN 47702 false false false false true false false false false false false false false false false false false false false false false false OLD NATIONAL WEALTH MANAGEMENT PO BOX 207 EVANSVILLE IN 47702 TRUSTEE 1 4573 NONE 0 NONE 0 340873 0 0 340873 0 0 340873 5113 335760 16788 16788 293 293 16495 0 16495 0 16495 20447 0 0 0 0 20447 16495 0 0 3571 5443 4566 7557 4158 25295 20447 0 0 0 16495 3952 0 0 29247 0 0 0 0 0 0 3571 25676 5443 4566 7557 4158 3952 X WESTMINSTER PRESBYTERIAN CHURCH 2801 W RIVERSIDE AVE MUNCIE IN 47304 NONE PC PROGRAM SUPPORT 15915 15915 14 7364 18 15036 22400 22400 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 ROUNDING 1 FEDERAL TAX PAYMENT - PRIOR YE 269 0 0 FEDERAL ESTIMATES - PRINCIPAL 450 0 0 FOREIGN TAXES ON QUALIFIED FOR 57 57 0 FOREIGN TAXES ON NONQUALIFIED 12 12 0