2025-05-15T08:20:29-05:00 2024-12-31 351346211 HARDING SHYMANSKI & CO PSC PO BOX 3677 EVANSVILLE IN 47735 990PF 2024-01-01 477332505 THE IRA G & THERESA L BOOTS FAMILY FOUND IRAG 8124304484 3430 RED BANK ROAD EVANSVILLE IN 47720 THERESA BOOTS OFFICER 8124304484 2025-05-12 1 0 MICHELE R GRAHAM P00742467 8124649161 2025-05-12 2024 2025-03-06 01:10:19Z X 406670 X 2890 X 8768 8768 15305 90946 15305 26963 24073 0 0 0 2890 1445 1445 3042 2352 0 347 0 0 6279 3797 1445 9310 9310 15589 3797 10755 11374 20276 16803 15205 15205 326681 339653 391465 343484 354858 406670 0 0 X 0 0 0 0 343484 354858 343484 354858 343484 354858 343484 11374 0 354858 0 354858 BAIRD 2024-02-09 139 138 1 1 BLACKROCK 2024-02-09 1316 1271 45 45 CALVERT EQ FD 2024-02-09 5126 4337 789 789 NUVEEN 2024-02-09 2707 2748 -41 -41 PIMCO 2024-02-09 7926 8447 -521 -521 VANGUARD EM 2024-02-09 998 958 40 40 HEALTH CARE SEL 2024-02-12 1582 1454 128 128 SELECT 2024-02-12 1685 1614 71 71 SELECT 2024-02-12 2415 2089 326 326 UTILITIES SELECT 2024-02-12 656 676 -20 -20 VANGUARD WORLD FDS 2024-02-12 2145 1905 240 240 VANGUARD INDUS 2024-02-12 1127 974 153 153 VANGUARD WORLD FDS 2024-02-12 514 367 147 147 CALVERT EQ FD 2024-05-15 4999 4073 926 926 CALVERT EQ FD 2024-07-03 4312 3648 664 664 CALVERT EQ FD 2024-08-23 5192 4460 732 732 CALVERT SMALL CAP 2024-10-08 7332 6735 597 597 CALVERT EQ FD 2024-10-08 8649 7023 1626 1626 DELAWARE SM 2024-10-08 7762 6932 830 830 ISHS 2024-10-08 516 511 5 5 MFS INT 2024-10-08 10737 9333 1404 1404 AMERICAN NEW WORLD 2024-10-08 5987 5038 949 949 SELECT SECTOR 2024-10-08 1614 910 704 704 CAPITAL GAINS DIVIDENDS P 5510 5510 5510 15305 282 0 282 0 282 0 0 0 0 0 0 282 0 0 0 0 0 0 0 0 0 0 0 1 IN 1 0 0 0 0 1 N/A IRA G BOOTS 8124304484 3430 RED BANK ROAD EVANSVILLE IN 47720 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IRA BOOTS 3430 N RED BANK RD EVANSVILLE IN 47720 OFFICER 0.10 0 0 0 THERESA BOOTS 3430 N RED BANK RD EVANSVILLE IN 47720 OFFICER 0.10 0 0 0 NONE 0 NONE 0 0 382491 10558 0 393049 0 0 393049 5896 387153 19358 19358 282 282 19076 0 19076 0 19076 10755 0 10755 19076 0 0 11992 12681 24673 10755 0 0 0 10755 0 8321 8321 16352 0 0 0 0 0 0 0 16352 3671 12681 X RIGHT TO LIFE OF SOUTHWEST INDIANA 20 NW 3RD ST STE 810 EVANSVILLE IN 477081252 PC CHARITABLE CONTRIBUTION 9310 9310 0 14 8768 18 15305 0 24073 0 24073 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2890 1445 1445 AMERICAN NEW WORLD FUND CL F2 10392 11139 CALVERT EQUITY FUND CLASS I 27662 31922 CAVERT SMALL CAP CL I 12908 14933 COLUMBIA DIVIDEND INCOME FUND ADV 56274 64615 MACQUARIE SMALL CAP CORE INSTL 12065 14838 MFS INTERNATIONAL DIVERSIFICATION CL I 24205 26112 NUVEEN PREFERRED SECS AND INC CL I 4361 4616 BAIRD AGGREGATE BOND FUND INSTL 50442 50031 BAIRD ULTRA SHORT BOND FUND INSTL 34833 35131 BLACKROCK HIGH YIELD BOND INSTITUTIONAL 4324 4576 PIMCO LONG-TERM CREDIT BOND FD INST 12891 12907 VANGUARD EMERGING MARKETS BOND INVSTR 7449 7857 CONSUMER DISCRTIONARY SELECT SECTOR 4240 7960 HEALTH CARE SELECT SECTOR SPDR 6857 7208 ISHARES TR RUS 1000 GRW ETF 32144 35404 MATERIALS SELECT SECTOR SPDR 962 995 SELECT SECTOR SPDR TR COMMUNICATION 4109 7199 SELECT SECTOR SPDR TR ENERGY 2147 2228 SELECT SECTOR SPDR TR FINANCIAL 5453 7670 UTILITIES SELECT SECTOR SPDR FUND 240 229 VANGUARD WORLD FD CONSUM STP ETF 3487 3792 VANGUARD WORLD FD INDUSTRIAL ETF 4363 6748 VANGUARD WORLD FD INF TECH ETF 10020 22070 SELECT SECTOR SPDR TR RL EST SEL SEC 1512 1600 SPDR GOLD TR GOLD SHS 6313 9685 MANAGEMENT FEES 2352 2352 0 MISC EXPENSES 690 0 0 990PF TAX DUE WITH PRIOR YEAR RETURN 347 0 0