2025-09-30T15:40:10-05:00 2024-12-31 823295947 Galbraith Weatherbie Law PLLC 999 Vanderbilt Beach Road Ste 509 Naples FL 34108 990PF 2024-01-01 261464595 Skinner Winchell Foundation SKIN 6086047447 2606 Park Place Longview TX 75605 Susanne Winchell President 6086046447 2025-09-30 1 1 X Robert T Carroll P02369219 2393252300 2024 2025-03-06 01:10:19Z X X 711562 X X 229 229 20969 20709 137008 546747 137008 158206 157946 0 0 0 4191 4191 0 7916 7916 0 1031 0 0 13138 12107 0 400000 400000 413138 12107 400000 -254932 145839 24595 13602 13602 831309 587370 697960 855904 600972 711562 0 0 X 0 0 0 0 855904 600972 855904 600972 855904 600972 855904 -254932 0 600972 0 600972 BLACKROCK CREDIT 2019-12-23 2024-01-29 1216 1345 -129 -129 BLACKROCK CREDIT 2020-12-23 2024-01-29 1010 1117 -107 -107 BLACKROCK CREDIT 2019-06-04 2024-01-29 3499 3865 -366 -366 BLACKROCK CREDIT 2021-08-26 2024-01-29 11220 12858 -1638 -1638 BLACKROCK CREDIT 2023-01-30 2024-01-29 1133 1085 48 48 BLACKROCK CREDIT 2022-01-26 2024-01-29 1564 1764 -200 -200 BLACKROCK CREDIT 2020-01-24 2024-01-29 2246 2504 -258 -258 BLACKROCK CREDIT 2021-12-22 2024-01-29 1354 1493 -139 -139 COMM SERVICES SELECT 2022-02-24 2024-10-16 1908 1378 530 530 COMM SERVICES SELECT 2022-02-24 2024-06-27 8728 6629 2099 2099 COMM SERVICES SELECT 2022-02-24 2024-07-11 5704 4332 1372 1372 ENERGY SELECT SECTOR 2022-02-24 2024-10-16 3436 2523 913 913 ENERGY SELECT SECTOR 2022-02-24 2024-06-27 9187 6705 2482 2482 FIRST TRUST ISE CLOUD 2019-06-04 2024-07-11 3621 2143 1478 1478 FIRST TRUST ISE CLOUD 2022-01-26 2024-10-16 106 90 16 16 FIRST TRUST ISE CLOUD 2019-06-04 2024-06-27 6192 3721 2471 2471 FIRST TRUST ISE CLOUD 2019-06-04 2024-10-16 1376 733 643 643 INDUSTRIAL SELECT SECTOR 2022-02-24 2024-10-16 1949 1326 623 623 INDUSTRIAL SELECT SECTOR 2022-02-24 2024-07-11 494 379 115 115 INDUSTRIAL SELECT SECTOR 2022-02-24 2024-06-27 6449 5020 1429 1429 INVESCO S&P 500 EQUAL 2022-02-24 2024-06-27 14407 13005 1402 1402 INVESCO S&P 500 EQUAL 2022-02-24 2024-10-16 4903 3990 913 913 INVESCO VARIABLE RATE 2021-08-26 2024-06-27 4065 4339 -274 -274 INVESCO VARIABLE RATE 2020-06-19 2024-06-27 1435 1430 5 5 INVESCO VARIABLE RATE 2022-01-26 2024-10-16 443 482 -39 -39 INVESCO VARIABLE RATE 2023-01-30 2024-10-16 1550 1476 74 74 INVESCO VARIABLE RATE 2020-01-24 2024-06-27 48 48 0 0 INVESCO VARIABLE RATE 2022-01-26 2024-06-27 215 241 -26 -26 ISHARES 7-10 YEAR TREAS 2023-01-30 2024-06-27 7249 7523 -274 -274 ISHARES 7-10 YEAR TREAS 2023-01-30 2024-10-16 2408 2468 -60 -60 ISHARES BROAD USD HIGH 2024-01-29 2024-10-31 1858 1828 30 30 ISHARES BROAD USD HIGH 2023-10-09 2024-10-31 706 653 53 53 ISHARES BROAD USD HIGH 2023-01-30 2024-10-16 2467 2352 115 115 ISHARES BROAD USD HIGH 2023-01-30 2024-10-31 4236 4063 173 173 ISHARES BROAD USD HIGH 2023-01-30 2024-06-27 7302 7164 138 138 ISHARES GLOBAL TECH ETF 2023-01-30 2024-07-24 795 492 303 303 ISHARES GLOBAL TECH ETF 2019-06-04 2024-07-24 11847 4150 7697 7697 ISHARES GLOBAL TECH ETF 2019-06-04 2024-06-27 9424 3148 6276 6276 ISHARES GLOBAL TECH ETF 2022-01-26 2024-07-24 1908 1382 526 526 ISHARES GLOBAL TECH ETF 2019-06-04 2024-07-11 8053 2618 5435 5435 ISHARES IBOXX $ INVT 2023-01-30 2024-06-27 7228 7348 -120 -120 ISHARES IBOXX $ INVT 2023-01-30 2024-10-16 2456 2425 31 31 ISHARES MBS ETF 2021-08-26 2024-10-16 1419 1627 -208 -208 ISHARES MBS ETF 2020-01-24 2024-06-27 1292 1292 0 0 ISHARES MBS ETF 2021-08-26 2024-06-27 2861 3345 -484 -484 ISHARES MSCI EAFE SMALL 2022-02-24 2024-01-11 3651 3898 -217 -217 ISHARES MSCI EAFE SMALL 2022-01-26 2024-01-11 1825 2057 -232 -232 ISHARES MSCI EAFE SMALL 2020-06-19 2024-01-11 5902 5251 651 651 ISHARES MSCI EAFE SMALL 2019-06-04 2024-01-11 1156 1142 14 14 ISHARES MSCI EAFE SMALL 2019-06-04 2024-01-11 13447 12460 987 987 ISHARES MSCI EAFE SMALL 2020-01-24 2024-01-11 1095 1109 -14 -14 ISHARES PFD & INCOME 2023-10-09 2024-10-16 1476 1274 202 202 ISHARES PFD & INCOME 2023-10-09 2024-06-27 4343 3968 375 375 ISHARES RUSSELL 1000 2019-06-04 2024-06-27 33751 23739 10012 10012 ISHARES RUSSELL 1000 2019-06-04 2024-06-27 4044 1638 2406 2406 ISHARES RUSSELL 1000 2019-09-05 2024-06-27 23897 10576 13321 13321 ISHARES RUSSELL 1000 2019-09-05 2024-10-16 7979 3417 4562 4562 ISHARES RUSSELL 1000 2019-06-04 2024-10-16 10827 6852 3975 3975 ISHARES RUSSELL 1000 2019-09-05 2024-07-11 7491 3254 4237 4237 ISHARES RUSSELL 1000 2019-06-04 2024-01-11 39657 19355 20302 20302 ISHARES RUSSELL 2000 2022-01-26 2024-06-27 1348 1348 0 0 ISHARES RUSSELL 2000 2019-06-04 2024-10-16 4977 3246 1731 1731 ISHARES RUSSELL 2000 2019-06-04 2024-06-27 8841 6491 2350 2350 ISHARES RUSSELL 2000 2020-06-19 2024-06-27 6289 4048 2241 2241 ISHARES RUSSELL 2000 2022-02-24 2024-06-27 4043 4063 -20 -20 ISHARES RUSSELL 2000 2023-01-30 2024-06-27 5840 5830 10 10 ISHARES RUSSELL 2000 2023-01-30 2024-10-16 5984 5231 753 753 ISHARES SEMICONDUCTOR 2022-05-04 2024-06-27 10345 5788 4557 4557 ISHARES SEMICONDUCTOR 2022-05-04 2024-07-11 10534 5650 4884 4884 ISHARES SEMICONDUCTOR 2022-05-04 2024-10-16 1822 1103 719 719 ISHARES US AEROSPACE & 2023-11-15 2024-06-27 6225 5484 741 741 ISHARES US AEROSPACE & 2023-11-15 2024-10-16 2930 2218 712 712 JPMORGAN STRATEGIC 2019-06-04 2024-01-29 2678 2694 -16 -16 JPMORGAN STRATEGIC 2019-06-26 2024-06-27 100 101 -1 -1 JPMORGAN STRATEGIC 2019-07-29 2024-06-27 90 91 -1 -1 JPMORGAN STRATEGIC 2019-08-28 2024-06-27 84 85 -1 -1 JPMORGAN STRATEGIC 2019-06-04 2024-06-27 615 621 -6 -6 JPMORGAN STRATEGIC 2019-09-26 2024-06-27 73 74 -1 -1 JPMORGAN STRATEGIC 2019-10-29 2024-06-27 56 56 0 0 JPMORGAN STRATEGIC 2019-11-26 2024-06-27 68 69 -1 -1 JPMORGAN STRATEGIC 2019-12-27 2024-06-27 83 84 -1 -1 JPMORGAN STRATEGIC 2019-06-04 2024-06-27 3084 3085 -8 -8 JPMORGAN STRATEGIC 2020-12-29 2024-06-27 26 26 0 0 JPMORGAN STRATEGIC 2020-03-27 2024-06-27 40 41 -1 -1 JPMORGAN STRATEGIC 2020-11-25 2024-06-27 14 14 0 0 JPMORGAN STRATEGIC 2020-08-27 2024-06-27 14 14 0 0 JPMORGAN STRATEGIC 2021-01-27 2024-06-27 6 6 0 0 JPMORGAN STRATEGIC 2021-02-24 2024-06-27 11 11 0 0 JPMORGAN STRATEGIC 2021-03-29 2024-06-27 7 7 0 0 JPMORGAN STRATEGIC 2021-04-28 2024-06-27 14 14 0 0 JPMORGAN STRATEGIC 2021-05-26 2024-06-27 12 12 0 0 JPMORGAN STRATEGIC 2021-06-28 2024-06-27 17 17 0 0 JPMORGAN STRATEGIC 2020-10-28 2024-06-27 16 16 0 0 JPMORGAN STRATEGIC 2021-07-28 2024-06-27 13 13 0 0 JPMORGAN STRATEGIC 2021-08-26 2024-10-16 1999 2015 -16 -16 JPMORGAN STRATEGIC 2020-07-29 2024-06-27 18 18 0 0 JPMORGAN STRATEGIC 2020-06-26 2024-06-27 15 15 0 0 JPMORGAN STRATEGIC 2020-01-29 2024-06-27 53 54 -1 -1 JPMORGAN STRATEGIC 2021-08-26 2024-06-27 1199 1208 -9 -9 JPMORGAN STRATEGIC 2020-04-28 2024-06-27 38 37 1 1 JPMORGAN STRATEGIC 2020-05-27 2024-06-27 19 19 0 0 JPMORGAN STRATEGIC 2020-02-26 2024-06-27 51 54 -3 -3 JPMORGAN STRATEGIC 2020-09-28 2024-06-27 16 16 0 0 PERFORMANCE TRUST 2019-06-04 2024-06-27 6009 6473 -464 -464 PERFORMANCE TRUST 2020-01-24 2024-06-27 3829 4499 -670 -670 PERFORMANCE TRUST 2021-08-26 2024-10-16 1965 2270 -305 -305 PERFORMANCE TRUST 2020-01-24 2024-10-16 1533 1768 -235 -235 PIMCO INVT GRADE CORP BD 2023-10-09 2024-06-27 7260 6863 397 397 PIMCO INVT GRADE CORP BD 2023-10-09 2024-10-16 2459 2257 202 202 PIMCO MORTGAGE 2023-10-09 2024-06-27 6729 6621 108 108 PIMCO MORTGAGE 2023-10-09 2024-10-16 2499 2440 59 59 VANGUARD FTSE DEVELOPED 2020-01-24 2024-10-16 773 661 112 112 VANGUARD FTSE DEVELOPED 2019-06-04 2024-06-27 21160 17279 3881 3881 VANGUARD FTSE DEVELOPED 2020-06-19 2024-10-16 7215 5481 1734 1734 VANGUARD FTSE DEVELOPED 2020-01-24 2024-06-27 1780 1587 193 193 VANGUARD MID-CAP ETF 2019-06-04 2024-10-16 3504 2071 1433 1433 VANGUARD MID-CAP ETF 2020-06-19 2024-10-16 1348 828 520 520 VANGUARD MID-CAP ETF 2019-06-04 2024-06-27 14707 9722 4985 4985 VANGUARD MID-CAP GROWTH 2020-06-19 2024-07-11 233 165 68 68 VANGUARD MID-CAP GROWTH 2020-06-19 2024-06-27 6411 4623 1788 1788 VANGUARD MID-CAP GROWTH 2020-06-19 2024-10-16 1757 1156 601 601 VANGUARD MID-CAP VALUE 2023-01-30 2024-10-16 3232 2729 503 503 VANGUARD MID-CAP VALUE 2020-06-19 2024-06-27 11814 7734 4080 4080 VANGUARD MID-CAP VALUE 2022-01-26 2024-10-16 1191 1026 165 165 VANGUARD MID-CAP VALUE 2022-01-26 2024-06-27 449 440 9 9 VANGUARD SMALL-CAP ETF 2023-01-30 2024-10-16 2912 2387 525 525 VANGUARD SMALL-CAP ETF 2022-01-26 2024-10-16 1698 1462 236 236 VANGUARD SMALL-CAP ETF 2020-01-24 2024-06-27 217 166 51 51 VANGUARD SMALL-CAP ETF 2020-06-19 2024-06-27 4772 3215 1557 1557 VANGUARD SMALL-CAP ETF 2020-06-19 2024-10-16 243 147 96 96 VANGUARD SMALL-CAP ETF 2019-06-04 2024-06-27 10195 7042 3153 3153 VANGUARD TAX-EXEMPT BOND 2023-01-30 2024-10-16 1473 1474 -1 -1 VANGUARD TAX-EXEMPT BOND 2023-01-30 2024-06-27 4165 4200 -35 -35 137008 2027 0 2027 0 2027 0 0 2027 0 2027 X 55 55 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A Susanne Winchell 6086047447 2606 Park Place Longview TX 75605 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Susanne Winchell 2606 Park Place Longview TX 75605 President 2.00 0 0 0 Douglas R Skinner 3197 N Belmont Road Coeur DAlene ID 83815 VIce President 2.00 0 0 0 NONE 0 NONE 0 0 871456 46503 0 917959 0 0 917959 13769 904190 45210 45210 2027 2027 43183 0 43183 0 43183 400000 0 400000 43183 0 0 19719 132121 281531 433371 400000 0 0 0 43183 356817 0 0 790188 0 0 0 0 0 0 0 790188 19719 132121 281531 356817 X The Oaks Academy 2301 N Park Avenue Indianapolis IN 46205 None PC Educational 250000 Summit Ministries Inc 941 Osage Avenue Manitou Springs CO 80829 None PC Religious 50000 The Wheeler Mission 205 E New York St Indianapolis IN 46204 None PC Charitable 100000 400000 0 14 229 14 20969 18 137008 0 158206 0 158206 0 0 0 0 0 0 0 0 0 0 1073 sh. Vanguard FTSE Developed Mkt AT COST 50213 51311 110 sh. First Trust Ise Cloud Computing Index Fund ETF AT COST 8101 13103 111 sh. Ishares MBS ETF AT COST 10932 10176 113 sh. Industrial Select Sector Spdr Fund ETF AT COST 10702 14889 1190.30 JPMorgan Strategic Income Opportunities Fund Cl I AT COST 13590 13617 1216.62 sh. Performance Trust Strategic Fund Cl I AT COST 26480 23724 122 sh. Ishares Russell 2000 Growth ETF AT COST 29658 35114 141 sh. Vanguard Mid-Cap ETF AT COST 30123 37242 146 sh. Ishares Russell 1000 Growth ETF AT COST 26945 58631 156 sh. Ishares US Aerospace & Defense ETF AT COST 19228 22675 156 sh. Vanguard Small-Cap ETF AT COST 31872 37484 158 sh. Ishares Iboxx $Invt Grade corporate Bond ETF AT COST 17226 16881 160 sh. Comm Services Select Sector Spdr ETF AT COST 9980 15490 178 sh. Pimco Invt Grade Corp Bd Index Exchange-traded Fd AT COST 16537 16928 181 sh. Ishares 7-10 Year Treas Bond ETF AT COST 17404 16733 1832.348 sh.Pimco Mortgage Opportunities and Bond Fund 1-2 AT COST 16845 16894 204 sh. Vanguard Mid-Cap Value ETF AT COST 29577 33001 204 sh. Vanguard Tax-exempt Bond Index ETF AT COST 10309 10227 208 sh. Invesco S&P 500 Equal Weight ETF AT COST 31124 36448 264 sh. Ishares Russell 2000 Value ETF AT COST 39659 43341 267 sh. Energy Select Sector Spdr Fund AT COST 20592 22871 287 sh. Ishares Broad USD High Yield Bond ETF AT COST 10491 10559 324 sh. Ishares Pfd & Income Securities ETF AT COST 9472 10187 430 sh. Ishares Russell 1000 Value ETF AT COST 58436 79606 53 sh. Ishares Semiconductor ETF AT COST 7304 11421 568 sh. Invesco Variable Rate Pfd ETF AT COST 13399 13740 60 sh. Vanguard Mid-Cap Growth ETF AT COST 10557 15225 98 sh. Ishares Tips Bond ETF AT COST 10614 10442 Attorneys fees 4191 4191 0 Advisory fees 7916 7916 0 IRS Excise tax due with 2023 Form 990PF 1031 0 0