2025-08-24T16:01:22-04:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 Indianapolis IN 46240 990PF 2024-01-01 206408218 DWIGHT & VIRGINIA DEEN SCHOEFF SCHOLARSHIP TR SCHO 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 FIRST MERCHANT PWA FID. TAX MGR 7657471500 2025-07-15 true true CASSE TATE P01271193 3175802000 2025-07-15 2024 2025-03-06 01:10:19Z X 2611857 X 76012 75986 682036 1379985 682036 0 7663 765711 758022 29542 8863 20679 0 0 0 0 0 0 2230 0 0 2230 0 0 2038 542 0 0 0 0 0 0 0 33810 9405 0 22909 80882 80882 114692 9405 0 103791 651019 748617 0 432 55199 85192 85192 877 673 877 877 0 248429 239098 675254 1016290 1293727 978861 1007696 992963 0 1710419 2358484 2611857 0 X 1710419 2358484 1710419 2358484 1710419 2358484 1710419 651019 0 2361438 2928 2358510 78. AMERICAN WATER CO INC COM 2020-04-29 2024-01-26 9594 9718 -124 -124 219. PFIZER INC COM 2016-03-18 2024-01-26 6018 6147 -129 -129 29. PUBLIC STORAGE INC. CLASS A REIT 2022-06-13 2024-02-22 8346 8682 -336 -336 166. REALTY INCOME CORP REIT 2020-10-08 2024-02-22 8732 10197 -1465 -1465 35. BERKSHIRE HATHAWAY CL B COM 2022-08-26 2024-07-01 14135 10381 3754 3754 405. GRACO INC COM 2016-09-20 2024-07-23 33278 9959 23319 23319 40000. FEDERAL FARM CREDIT BANK 5.300% DUE 10/1 2022-10-12 2024-08-13 40000 40000 169. ABBOTT LABS COM 2018-02-12 2024-09-17 19935 9707 10228 10228 123. AMERIPRISE FINANCIAL COM 2013-08-01 2024-09-17 55455 11178 44277 44277 11. AMETEK INC COM 2023-06-30 2024-09-17 1859 1786 73 73 72. AMPHENOL CORPORATION COM 2018-02-12 2024-09-17 4587 2066 2521 2521 9. ANSYS, INC. COM 2023-09-28 2024-09-17 2864 2682 182 182 140. AUTOMATIC DATA PROCESSING COM 2006-06-02 2024-09-17 39137 4994 34143 34143 182. BROADCOM INC NPV COM 2020-06-09 2024-09-17 29405 5776 23629 23629 14. BROWN & BROWN INC COM 2024-07-01 2024-09-17 1444 1248 196 196 474. BROWN & BROWN INC COM 2014-03-07 2024-09-17 48892 7325 41567 41567 330. CISCO SYSTEMS COM 2016-12-01 2024-09-17 16717 9748 6969 6969 58. COSTCO WHOLESALE CORP COM 2015-07-06 2024-09-17 52162 7923 44239 44239 4. CULLEN FROST BANKERS COM 2023-03-17 2024-09-17 445 419 26 26 56. CUMMINS INC COM 2018-02-12 2024-09-17 16785 9323 7462 7462 159. DANAHER CORP COM 2012-08-01 2024-09-17 43262 5628 37634 37634 36. DISNEY WALT COMPANY COM 2020-10-29 2024-09-17 3345 4305 -960 -960 4994.833 FEDERATED SHORT INTRM TTL RET BD R6 2021-08-19 2024-09-17 51147 53295 -2148 -2148 5371.093 FEDERATED SHORT INTRM TTL RET BD R6 2021-08-19 2024-09-17 55000 56398 -1398 -1398 52. HOME DEPOT INC COM 2017-04-19 2024-09-17 19930 7694 12236 12236 153. HONEYWELL INTL INC COM 2024-07-24 2024-09-17 31267 32861 -1594 -1594 32. HONEYWELL INTL INC COM 2015-09-23 2024-09-17 6540 2881 3659 3659 668. S&P SMALL CAP 600 VALUE ETF ISHARES 2010-02-22 2024-09-17 71606 20020 51586 51586 25.501 JANUS ENTERPRISE CL I 2017-05-03 2024-09-17 3826 2651 1175 1175 160. JOHNSON & JOHNSON COM 2022-10-13 2024-09-17 26655 21776 4879 4879 10. LILLY ELI & CO COM 2017-01-11 2024-09-17 9029 744 8285 8285 3. LOCKHEED MARTIN CORP COM 2020-05-13 2024-09-17 1701 1093 608 608 91. LOWE'S COMPANIES INC COM 2017-01-10 2024-09-17 23405 6517 16888 16888 3. MCDONALDS CORP COM 2023-03-08 2024-09-17 881 792 89 89 48. MICROSOFT CORP COM 2018-02-12 2024-09-17 20854 4277 16577 16577 1338.329 NORTHERN MIDCAP INDEX 2017-05-03 2024-09-17 29791 25000 4791 4791 90. PEPSICO INC COM 2006-05-16 2024-09-17 15933 5378 10555 10555 145. T. ROWE PRICE GROUP INC COM 2016-09-19 2024-09-17 15616 9728 5888 5888 158. PROCTER & GAMBLE CO COM 2005-12-22 2024-09-17 27742 9300 18442 18442 165. RAYTHEON TECHNOLOGIES COM 2020-04-17 2024-09-17 19522 7351 12171 12171 848.576 T ROWE PRICE MID CAP GROWTH FUND CL I 2010-03-24 2024-09-17 92147 41000 51147 51147 3. S&P GLOBAL INC COM 2021-04-08 2024-09-17 1562 1098 464 464 203. S&P 400 MID-CAP ETF SPDR 2013-06-03 2024-09-17 113913 43393 70520 70520 55. SCHLUMBERGER LTD COM 2023-06-01 2024-09-17 2276 2490 -214 -214 245. MATERIALS SECTOR ETF SPDR 2010-12-22 2024-09-17 22922 9331 13591 13591 234. COMM SERVICES SPDR 2020-03-26 2024-09-17 20489 10278 10211 10211 296. REAL ESTATE SELECT SEC ETF 2024-02-22 2024-09-17 13332 11447 1885 1885 4. SERVICE NOW INC COM 2022-12-22 2024-09-17 3556 1505 2051 2051 46. STRYKER CORP COM 2011-09-28 2024-09-17 16729 2261 14468 14468 41. TJX COS INC NEW COM 2023-04-24 2024-09-17 4822 3217 1605 1605 42. UNITEDHEALTH GROUP INC COM 2022-10-13 2024-09-17 24243 19738 4505 4505 75. VANGUARD INFO TECH ETF 2017-04-19 2024-09-17 42317 10099 32218 32218 10.684 VANGUARD S/C INDEX ADMIRAL 2006-01-25 2024-09-17 1195 321 874 874 208. WAL MART STORES INC COM 2015-09-17 2024-09-17 16341 4484 11857 11857 4. CHUBB LIMITED ADR 2016-01-15 2024-09-17 1160 444 716 716 132. MICROCHIP TECHNOLOGY COM 2024-09-17 2024-10-30 10088 10144 -56 -56 6. COSTCO WHOLESALE CORP COM 2015-07-06 2024-11-04 5306 820 4486 4486 18. PEPSICO INC COM 2006-05-16 2024-11-04 2987 1076 1911 1911 59. WAL MART STORES INC COM 2015-09-17 2024-11-04 4878 1272 3606 3606 102. ALLIANT CORP COM 2024-09-17 2024-11-15 6210 6164 46 46 116. EDWARDS LIFESCIENCES CORP COM 2024-09-17 2024-11-15 7769 7784 -15 -15 125000. INTEL CORP 3.750% DUE 08/05/27* 2022-11-03 2024-12-12 121611 119033 2578 2578 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 CAPITAL GAIN DIVIDENDS P 12290 682036 10406 0 10406 0 10406 1560 0 8865 10425 0 19 19 0 false false false false false false false true true IN true false false false false true FIRST MERCHANTS PRIVATE WEALTH ADVISORS 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 false false false false true false false false false false false false false false false false false false false false false false FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET MUNCIE IN 47305 TRUSTEE 1 29542 NONE 0 NONE 0 2452006 109176 0 2561182 0 0 2561182 38418 2522764 126138 126138 10406 10406 115732 7663 123395 0 123395 103791 0 0 0 0 103791 123395 2062 0 0 0 0 0 0 0 103791 2062 0 0 101729 0 0 0 0 0 0 0 0 21666 0 0 0 0 0 0 0 0 X CARTER MINTON & BALL STATE UNIVERSITY 4707 W COUNTY RD 500 S MUNCIE IN 47302 NONE I SCHOLARSHIP 4758 EMILY MCCLURE AND BALL STATE UNIVERSITY 5409 NORTH AUSTIN DR MUNCIE IN 47304 NONE I SCHOLARSHIP 4758 HALEY BAUGUES AND EARLHAM COLLEGE 2801 W SUN VALLEY PKWY MUNCIE IN 47303 NONE I SCHOLARSHIP 4758 IAN BOWLEY AND PURDUE UNIVERSITY 550 S 950 W ANDERSON IN 46012 NONE I SCHOLARSHIP 9515 LAUREN HUFFMAN-KIMBLE & BALL STATE UNIVERSITY GASTON IN 47342 NONE I SCHOLARSHIP 4758 LILY YANG & UNIVERSITY OF N CAROLINA CHAPEL HILL YORKTOWN IN 47396 NONE I SCHOLARSHIP 4758 MICHAEL BIVEN AND INDIANA WESLEYAN UNIVERSITY MUNCIE IN 47303 NONE I SCHOLARSHIP 4758 MOLLY DAVIS & BALL STATE UNIVERSITY 304 N BIRCHWOOD DR MUNCIE IN 47304 NONE I SCHOLARSHIP 9515 SYDNEY SMITH & TAYLOR UNIVERSITY 3105 W WOODBRIDGE DR MUNCIE IN 47304 NONE I SCHOLARSHIP 4758 TAYLOR GRIFFEY AND BALL STATE UNIVERSITY 1701 N HACKBERRY RD MUNCIE IN 47304 NONE I SCHOLARSHIP 4758 EMILY Hall & GRACE COLLEGE 8105 N MYERS RD MUNCIE IN 47303 NONE I SCHOLARSHIP 9515 KATE THORNBURG 13187 N 400 E Alexandria IN 46001 NONE I SCHOLARSHIP 9515 EMELINE THYGERSON 865 N 160 W ST APT 72 Provo UT 84604 NONE I SCHOLARSHIP 4758 80882 14 76012 18 682036 RETURN OF PY QUALI 1 7663 765711 765711 false false false false false false false false false false TAX PREPARATION FEE 2230 2230 AWC 2.95% 9/1/27* 100175 95582 AMGEN 5.25% 3/2/30* 99443 100952 ATZNCA 4.875 3/3/28* 126470 125750 FC 3.15% 6/15/26* 100091 97710 HB CO 3.8% 11/15/25 25012 24790 HNYWL 4.95% 2/15/28* 101348 101126 LOWES 3.1% 5/3/27 125678 120829 NXTRA 5% 2/28/30* 99479 100184 SM 4.9% 12/8/25 100000 99970 FED SH INTRM TTL BD 55000 54033 FED TTL RET BD CL R6 65000 62076 NORTH ULT-SH FIX INC 10000 9961 ADOBE SYSTEMS INC 12923 11117 ALPHABET CL A 30948 36914 AMAZON 27092 31812 AMETEK INC 9577 10635 AMPHENOL CORPORATION 7833 26947 ANSYS, INC. 7153 8096 APPLE INC 24394 28297 AUTO DATA PROCESSING 1234 10246 BLACKROCK 12662 14352 BROADCOM INC NPV 4697 34312 BROWN & BROWN 12923 14793 COMCAST CL A 12236 11747 CONOCOPHILLIPS 9317 8529 CONSTELLATION ENERGY 6042 6040 COPART INC 14430 16356 CORTEVA INC 6491 6493 COSTCO WHOLESALE 1912 12828 CULLEN FROST BANKERS 5864 7518 DANAHER CORP 4960 9641 DISNEY WALT COMPANY 6099 5679 EOG RESOURCES INC 8487 8458 META PLATFORMS INC 10372 11710 FORTINET 10622 13227 HOME DEPOT INC 2663 7002 HONEYWELL INTL INC 5852 14683 JOHNSON & JOHNSON CO 5139 10413 LAM RESEARCH 13741 13001 LILLY ELI & CO, COM 1340 13896 LOCKHEED MARTIN 8379 11177 LOWE'S COMPANIES 3438 11846 MCDONALD'S CORP, COM 8975 9856 MICROSOFT CORP 5881 27819 NEXTERA ENERGY 7633 6452 O'REILLY AUTO 7875 8301 PEPSICO INC 1494 3802 PROCTER & GAMBLE CO, 2472 7041 S&P GLOBAL 9151 12451 SCHLUMBERGER LTD 7921 6710 CHARLES SCHWAB CORP 10065 11694 REAL ESTATE SEL SEC 5724 6019 SERVICE NOW INC 7526 21202 STRYKER CORP 2654 19443 TJX COS INC 8552 13168 TEXAS INSTRS INC 10187 9563 UNITEDHEALTH GROUP 7896 12647 VANECK SEMICONDUCTOR ETF 21613 21069 VISA 17488 18962 WAL MART STORES INC 3816 15992 ZOETIS INC 7683 7169 LINDE PLC 11769 10467 VANGUARD S&P 500 ETF 70740 73817 ASTRAZENECA 7838 6552 ACCENTURE PLC 14502 15127 CHUBB LIMITED 4776 11881 PZENA EMERGING MKT 25924 23708 WCM FOCUSED EMRG MKT 25924 26721 MORGAN STANLEY INTL 51837 51494 SCHWAB FDMTL INTL LC 103694 93741 VANGUARD INTL GR ADM 51837 46738 JANUS ENTERPRISE 44349 61854 MFS MIDCAP VALUE R6 64801 58226 VANGUARD MID-CAP AD 77766 79188 VANGUARD SMALLCAP AD 17107 67088 248429 239098 ADJUSTMENT FOR ACCRUED INTEREST PAID 2928 RETURN OF PY QUALIFIED DISTRIBUTION 7663 0 FOREIGN TAXES 16 16 0 FEDERAL ESTIMATES - PRINCIPAL 1496 0 0 FOREIGN TAXES ON QUALIFIED FOR 441 441 0 FOREIGN TAXES ON NONQUALIFIED 85 85 0