2024-02-15T01:42:16-00:00 2023-12-31 351277183 Henthorn Harris & Weliever PO Box 645 Crawfordsville IN 47933 990PF 2023-01-01 300138447 Edmond and Martha Lauer Scholarship Trust EDMO 7653627881 119 E Main St Crawfordsville IN 47933 Susan Smith Vice President Trust Officer 7653627881 2024-02-15 true Susan Smith XXX-XX-XXXX J Lamont Harris P00010275 7653624440 2024-02-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 211056 X 7325 7325 -2010 14149 0 5315 7325 3697 3697 3697 650 650 650 125 125 4472 4472 4347 7150 7150 11622 4472 11497 -6307 2853 5113 14965 14965 176617 160457 196091 181730 175422 211056 0 X 181730 175422 181730 175422 181730 175422 181730 -6307 175423 1 175422 iBonds Dec 2023 Term P 2023-12-26 6080 6283 -203 -203 Pfizer P 2023-06-16 3222 3230 -8 -8 Spdr Port SP 600 Sm Cap P 2023-06-27 9 5 4 4 Vanguard Sm Cap Growth P 2023-06-16 2744 2086 658 658 Vodafone Group PLC P 2023-12-21 2094 4555 -2461 -2461 -2010 40 40 40 40 false false true IN false false true N/A Northwest Bank 7653627881 119 E Main St Crawfordsville IN 47933 false false false false false false false false true 2021 false false false false false false false false false false false false false Northwest Bank 119 E Main Street Crawfordsville IN 47933 Trustee 000.00 3697 NONE NONE College scholarships - see Part XV 7150 196432 5857 0 202289 202289 3034 199255 9963 9963 40 40 9923 9923 9923 11497 11497 9923 10158 2019 2020 2021 754 11497 10158 1339 754 754 8584 MutualWealth Management Group 119 E Main Street Crawfordsville IN 47933 7653627881 Written application to scholarship committee on form prescribed by committee March 1 annually Scholarship recipients must be residents of Montgomery County, IN and graduates of a public high school in Montgomery Co. Purdue University 610 Purdue Mall West Lafayette IN 47907 Educational Institution PC Scholarship for Lauren Tricker 650 Rose Hulman Institute of Technology 5500 Wabash Ave Terre Haute IN 47803 Educational Institution PC Scholarship for Hailey Steward 650 Indiana State University 200 N 7th St Terre Haute IN 47809 Educational Institution PC Scholarship for Hannah Slovacek 650 Olivet Nazarene University 1 University Ave Bourbonnais IL 60914 Educational Institution PC Scholarship for Jenna Piemons 650 Bethel University 1001 Bethel Circle Mishawaka IN 46545 Educational Institution PC Scholarship for Benjamin Pietsch 650 Bellarmine University 2001 Newburg Rd Louisville KY 40205 Educational Institution PC Scholarship for Reese Minnette 650 Purdue University 610 Purdue Mall West Lafayette IN 47907 Educational Institution PC Scholarship for Grace McClaskey 650 Indiana Wesleyan University 4201 S Washington St Marion IN 46953 Educational Institiution PC Scholarship for Chloe Lynn 650 Purdue University 610 Purdue Mall West Lafayette IN 47907 Educational Institution PC Scholarship for Frances Fuller 650 Purdue University 610 Purdue Mall West Lafayette IN 47907 Educational Institution PC Scholarship for Halle Elliott 650 Ball State University 2000 W University Ave Muncie IN 47306 Educational Institution PC Scholarship for Sarah Brown 650 7150 7325 -2010 Nondividend distributions 5315 5315 4 Interest dividends on investments generate funds for scholarship awards false false false false false false false false false false 40 shares of SPDR SP 500 ETF 8217 19012 158 shares of SPDR SP Smallcap 600 ETF 7922 14805 20 shares of SPDR SP Midcap 400 ETF 5278 10148 163 shares of iShares Core MSCI EAFE ETF 8684 11467 222 shares of iShares Core MSCI Emerg Mkts ETF 9028 11229 76 shares of Invesco SP Low Volatility ETF 2885 4762 34 shares of Vanguard Index Fds REIT ETF 2933 3004 67 shares of iShares Tr MSCI Val Idx 3148 3491 38 shares of Vanguard Mid Cap Value ETF 3946 5510 28 shares of Vanguard Mid Cap Growth ETF 3940 6148 46 shares of Vanguard Index Fds Growth ETF 7064 14300 79 shares of Vanguard FTSE Developed Markets ETF 3147 3784 31 shares of Vanguard FTSE Emerging Markets ETF 1260 1274 777 shares of Water Island Credit Opportunities Fund I 7795 7539 110 shares of PPL Corp 3204 2981 66 shares of Totalenergies SE 3244 4447 512 shares of Invesco Bulletshares 2025 Hi Yld Bond Fund 12559 11638 329 shares of iShares Tr Pref Income Secs ETF 12251 10262 237 shares of iShares iBonds Dec 24 Term Corp ETF 6262 5904 687 shares of Miller Convertible Bond I 10167 8621 896 shares of Neuberger Berman Strategic Income 10167 8806 504 shares of Invesco Bulletshares 2024 Hi Yld Bond 12573 11448 68 shares of BHP Group Ltd 4595 4645 65 shares of GSK PLC 2755 2401 83 shares of iShares Core High Dividend ETF 7433 8465 Henthorn, Harris Weliever 650 650 650 Adjustment due to rounding 1 Tax on investment income 75 75 Foreign tax withholding 50 50