2025-04-24T16:01:26-05:00 2024-12-31 010604131 TRUST PROCESSING SOLUTIONS PO BOX 894 MILFORD OH 451500894 990PF 2024-01-01 366025106 CHARLES DEERE WIMAN MEMORIAL TRUST XXX-XX-XXXX WIMA 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 656252 X 17149 17149 24730 158594 24730 0 41879 41879 8849 2015 6834 0 0 0 0 0 0 1000 0 0 1000 0 0 616 0 0 0 0 0 0 0 15 15 10480 2015 0 7849 25500 25500 35980 2015 0 33349 5899 39864 0 0 0 0 578881 584783 656252 578881 584783 656252 0 X 578881 584783 578881 584783 578881 584783 578881 5899 3 584783 0 584783 69. ISHARES GLOBAL 100 ETF 2023-05-23 2024-01-25 5749 5075 674 674 .639 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2023-02-09 2024-01-25 86 86 235.41 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2023-02-09 2024-01-25 12550 13002 -452 -452 298.55 VANGUARD EQUITY INCOME FUND ADM #565 2023-02-09 2024-01-25 25102 25517 -415 -415 29.685 VANGUARD GROWTH INDEX FUND ADM #509 2023-02-09 2024-01-25 4940 3661 1279 1279 7.033 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2022-05-10 2024-01-25 3177 2600 577 577 9.606 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-02-09 2024-01-25 447 457 -10 -10 395. ISHARES GLOBAL 100 ETF 2023-05-23 2024-06-13 38004 29052 8952 8952 .053 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2023-02-09 2024-06-13 7 7 37.415 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-01-25 2024-06-13 982 849 133 133 61.924 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-06-13 2155 1936 219 219 291.718 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 2023-02-09 2024-06-13 10726 9669 1057 1057 341.939 VANGUARD INTER TERM BD IDX ADM #5314 2023-05-23 2024-06-13 3491 3508 -17 -17 6.153 VANGUARD GROWTH INDEX FUND ADM #509 2023-02-09 2024-06-13 1177 759 418 418 16.526 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-02-09 2024-06-13 800 787 13 13 2.341 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2023-02-09 2024-09-16 353 317 36 36 1.358 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-09-16 50 42 8 8 1.993 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-09-16 174 164 10 10 442.789 VANGUARD INTER TERM BD IDX ADM #5314 2023-05-23 2024-09-16 4725 4539 186 186 1.52 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-05 2024-09-16 792 581 211 211 2.404 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-02-09 2024-09-16 125 114 11 11 .975 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2023-02-09 2024-11-04 148 132 16 16 10.45 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-09-16 2024-11-04 275 276 -1 -1 11.462 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-11-04 423 358 65 65 2.837 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-11-04 249 233 16 16 614.863 VANGUARD INTER TERM BD IDX ADM #5314 2023-05-23 2024-11-04 6308 6302 6 6 8.153 VANGUARD GROWTH INDEX FUND ADM #509 2023-02-09 2024-11-04 1615 1006 609 609 6.181 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-05 2024-11-04 3261 2361 900 900 1.542 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-02-09 2024-11-04 79 73 6 6 42.119 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 2024-11-04 2024-12-06 882 872 10 10 18.05 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 2023-02-09 2024-12-06 693 611 82 82 6.587 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2023-02-09 2024-12-06 999 891 108 108 46.51 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 2024-09-16 2024-12-06 805 807 -2 -2 27.734 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-09-16 2024-12-06 789 667 122 122 155.89 PIMCO MODERTATE DURATION FUND CLASS I #120 2023-05-23 2024-12-06 1448 1430 18 18 62.2 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-12-06 2261 1945 316 316 7.904 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-12-06 737 650 87 87 222.301 VANGUARD SHORT TERM BOND INDEX ADM #5132 2022-10-28 2024-12-06 2265 2174 91 91 29.064 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 2022-05-10 2024-12-06 1096 929 167 167 106.408 VANGUARD INTER TERM BD IDX ADM #5314 2023-05-23 2024-12-06 1103 1091 12 12 11.682 VANGUARD GROWTH INDEX FUND ADM #509 2023-02-09 2024-12-06 2546 1441 1105 1105 15.888 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-05 2024-12-06 8950 6069 2881 2881 17.315 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-02-09 2024-12-06 924 824 100 100 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 CAPITAL GAIN DIVIDENDS P 5126 24730 554 0 554 0 554 400 0 0 400 0 154 0 0 false false false false false false false true true IL true false false false false true OLD NATIONAL WEALTH MGMT 8124641584 PO BOX 207 EVANSVILLE IN 477020207 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 8849 NONE 0 NONE 0 658538 0 0 658538 0 0 658538 9878 648660 32433 32433 554 554 31879 0 31879 0 31879 33349 0 0 0 0 33349 31879 0 0 0 0 11699 17434 7459 36592 33349 0 0 0 31879 1470 0 0 38062 0 0 0 0 0 0 0 38062 0 11699 17434 7459 1470 OLD NATIONAL BANK P O BOX 990 MOLINE IL 61266 3097977606 IN WRITING N/A MUST BENEFIT RESIDENTS OF MOLINE, IL CHILDREN'S THERAPY CENTER 4450 48TH AVE ROCK ISLAND IL 61201 NONE PC PROGRAM SUPPORT 1000 BETHANY FOR CHILDREN & FAMILIES 1830 6TH AVE MOLINE IL 61265 NONE PC PROGRAM SUPPORT 3500 BIG BROTHERS BIG SISTERS 130 W 5TH ST DAVENPORT IA 52801 NONE PC PROGRAM SUPPORT 1500 CHRISTIAN CARE 2209 3RD AVE ROCK ISLAND IL 61201 NONE PC PROGRAM SUPPORT 2500 GRIFFITH MOLINE HIGH SCHOOL 3600 AVENUE OF THE CITIES MOLINE IL 61265 NONE GOV PROGRAM SUPPORT 1000 JUNIOR ACHIEVEMENT 651 W WASHINGTON BLVD SUITE 404 CHICAGO IL 60661 NONE PC PROGRAM SUPPORT 1000 MARRIAGE & FAMILY COUNSELING 8 S MICHIGAN AVE SUITE 500 CHICAGO IL 60603 NONE PC PROGRAM SUPPORT 1000 MOLINE COMMUNITY DEVELOPMENT 100 19TH ST ROCK ISLAND IL 61201 NONE PC PROGRAM SUPPORT 3000 YOUTH HOPE FOUNDATION 1175 W REDLANDS BLVD REDLANDS CA 92373 NONE PC PROGRAM SUPPORT 2500 MOLINE KIWANIS CLUB 1330 13TH ST MOLINE IL 61240 NONE PC PROGRAM SUPPORT 1000 EVERY CHILD SUCCEEDS 3440 BURNET AVE CINCINNATI OH 45229 NONE PC PROGRAM SUPPORT 4000 SPRING FORWARD LEARNING CENTER 3300 RIVER DR MOLINE IL 61265 NONE PC PROGRAM SUPPORT 2500 NAHANT MARSH EDUCATION CENTER 4220 WAPELLO AVE DAVENPORT IA 52802 NONE PC PROGRAM SUPPORT 1000 25500 14 17149 18 24730 41879 41879 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 OTHER NON-ALLOCABLE EXPENSE - 15 0 15 ROUNDING 3 FEDERAL TAX PAYMENT - PRIOR YE 216 0 0 FEDERAL ESTIMATES - PRINCIPAL 400 0 0