2025-04-24T16:01:27-05:00 2024-12-31 010604131 TRUST PROCESSING SOLUTIONS PO BOX 894 MILFORD OH 451500894 990PF 2024-01-01 466986841 STINEFIELD INDIANA UNIVERSITY SCHOLARSHIP STIN 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 429208 X 9157 8905 18137 118184 18137 0 27294 27042 5630 1282 4348 0 0 0 0 0 0 1000 0 0 1000 0 0 777 85 0 0 0 0 0 0 0 7407 1367 0 5348 14500 14500 21907 1367 0 19848 5387 25675 0 0 0 0 360045 365421 429208 360045 365421 429208 0 X 360045 365421 360045 365421 360045 365421 360045 5387 0 365432 11 365421 55. ISHARES GLOBAL 100 ETF 2023-05-23 2024-01-25 4583 4045 538 538 8.478 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2023-10-19 2024-01-25 452 408 44 44 198.403 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 2023-01-24 2024-01-25 10577 10776 -199 -199 .978 VANGUARD EQUITY INCOME FUND ADM #565 2023-10-19 2024-01-25 82 79 3 3 261.27 VANGUARD EQUITY INCOME FUND ADM #565 2022-10-25 2024-01-25 21968 22430 -462 -462 23.538 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-01-25 3917 2792 1125 1125 3.03 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-01-24 2024-01-25 1369 1123 246 246 4.777 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-01-24 2024-01-25 222 223 -1 -1 352. ISHARES GLOBAL 100 ETF 2023-05-23 2024-06-13 33867 25889 7978 7978 25.176 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-01-25 2024-06-13 661 572 89 89 37.441 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-06-13 1303 1171 132 132 251.286 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 2022-10-25 2024-06-13 9240 7147 2093 2093 67.32 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-06-13 687 850 -163 -163 1.86 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-06-13 356 221 135 135 9.519 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2023-01-24 2024-06-13 461 442 19 19 29.706 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 2024-06-13 2024-06-27 604 610 -6 -6 9.438 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 2022-02-23 2024-06-27 367 366 1 1 3.496 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-06-27 489 461 28 28 32.387 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 2024-06-13 2024-06-27 554 560 -6 -6 14.884 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-01-25 2024-06-27 387 338 49 49 123.114 PIMCO MODERTATE DURATION FUND CLASS I #120 2013-11-13 2024-06-27 1124 1310 -186 -186 32.663 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-06-27 1140 1021 119 119 4.518 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-06-27 364 372 -8 -8 161.757 VANGUARD SHORT TERM BOND INDEX ADM #5132 2021-10-20 2024-06-27 1624 1738 -114 -114 15.338 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 2022-10-25 2024-06-27 559 436 123 123 98.705 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-06-27 1003 1247 -244 -244 6.655 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-06-27 1292 789 503 503 8.932 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-06-27 4533 3424 1109 1109 9.559 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2022-10-25 2024-06-27 461 438 23 23 2.16 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-09-16 326 285 41 41 2.923 PIMCO MODERTATE DURATION FUND CLASS I #120 2013-11-13 2024-09-16 28 31 -3 -3 2.025 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-09-16 75 63 12 12 1.845 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-09-16 161 152 9 9 175.26 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-09-16 1870 2214 -344 -344 1.619 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-09-16 844 621 223 223 2.38 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2022-10-25 2024-09-16 123 109 14 14 .257 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 2020-06-24 2024-11-04 39 34 5 5 6.446 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-09-16 2024-11-04 170 170 4.363 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 2024-01-25 2024-11-04 161 136 25 25 1.721 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 2023-08-02 2024-11-04 151 142 9 9 207.282 VANGUARD INTER TERM BD IDX ADM #5314 2020-11-24 2024-11-04 2127 2618 -491 -491 5.995 VANGUARD GROWTH INDEX FUND ADM #509 2023-01-24 2024-11-04 1187 711 476 476 3.869 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 2023-05-23 2024-11-04 2041 1483 558 558 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 CAPITAL GAIN DIVIDENDS P 4635 18137 357 0 357 0 357 400 0 0 400 0 43 43 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 true false false false false false false false OLD NATIONAL WEALTH MANAGEMENT PO BOX 207 EVANSVILLE IN 47702 TRUSTEE 1 5630 NONE 0 NONE 0 420111 0 0 420111 0 0 420111 6302 413809 20690 20690 357 357 20333 0 20333 0 20333 19848 0 0 0 0 19848 20333 528 0 0 0 0 0 0 0 19848 528 0 0 19320 0 0 0 0 0 0 0 0 1013 0 0 0 0 0 0 0 0 RON MCFALL STUDENT SERVICES INDIANA UNIVERSITY 408 N UNION ST BLOOMINGTON IN 474053800 8128555779 STANDARD APPLICATION FORM CONTACT OFFICE OF ENROLLMENT MANAGEMENT N/A RECIPIENT MUST BE ENROLLED AT INDIANA UNIVERSITY, BLOOMINGTON, IN MUST BE A GRADUATING SENIOR OR A GRADUATE OF WES-DEL HIGH SCHOOL, DELAWARE CO., IN OR ALEXANDRIA-MONROE HIGH SCHOOL, MADISON CO., IN INDIANA UNIVERSITY FOUNDATION PO BOX 6460 INDIANAPOLIS IN 46206 NONE PC SCHOLARSHIPS 14500 14500 14 9157 18 18137 27294 27294 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 ROUNDING 2 2024 ROC ADJ 9 FEDERAL TAX PAYMENT - PRIOR YE 292 0 0 FEDERAL ESTIMATES - PRINCIPAL 400 0 0 FOREIGN TAXES ON QUALIFIED FOR 70 70 0 FOREIGN TAXES ON NONQUALIFIED 15 15 0