2023-07-17T08:50:20-05:00 2023-02-28 370980065 WEST & COMPANY LLC 613 BROADWAY AVENUE MATTOON IL 61938 990PF 2022-03-01 376284353 ANNA B WELCH MEMORIAL TRUST FIRST MID WEALTH MANAGEMENT TRUSTEE ANNA 2172357454 PO BOX 529 MATTOON IL 61938 FIRST MID WEALTH MANAGEMENT TRUSTEE 2172354747 2023-07-13 1 FIRST MID WEALTH MANAGEMEN 999009999 0 ALEX HAGEN P01275388 2172354747 2023-06-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1718020 X X 2852 2852 2852 22611 22611 22611 33840 33840 33840 28070 -2417 245441 0 56886 59303 59303 14138 9426 9426 4712 4175 2783 2783 1392 4823 3987 3987 0 2412 2247 2247 165 25548 18443 18443 6269 88712 88712 114260 18443 18443 94981 -57374 40860 40860 41281 32295 32295 954 840 840 607027 547392 692064 418618 432610 392821 144068 144068 144068 600000 1211948 1157205 1718020 0 0 X 2042164 2039747 0 0 -830216 -882542 1211948 1157205 1211948 1157205 1211948 -57374 2631 1157205 0 1157205 ST COVERED SALES 45999 51457 -5458 -5458 LT COVERED SALES 199023 196401 2622 2622 CAPITAL GAINS DIVIDENDS P 419 419 419 -2417 -5458 568 0 568 0 568 840 0 0 0 840 0 272 272 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A FIRST MID WEALTH MANAGEMENT 2172347454 1515 CHARLESTON AVENUE MATTOON IL 61938 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FIRST MID WEALTH MANAGEMENT 1515 CHARLESTON AVENUE MATTOON IL 61938 TRUSTEE 3.00 14138 0 0 NONE 0 NONE 0 0 1106674 31331 600000 1738005 0 0 1738005 26070 1711935 85597 85597 568 568 85029 7661 92690 0 92690 94981 0 94981 92690 88541 0 0 94981 88541 0 0 6440 0 0 0 0 0 0 0 0 86250 0 0 0 FIRST MID WEALTH MANAGEMENT PO BOX 529 MATTOON IL 61938 2172347454 APPLICATION IS AVAILABLE ON REQUEST APRIL 15 SEE GENERAL EXPLANATION, STATEMENT 9 ABIGAIL BONSTETTER 1815 EDGEWOOD DRIVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 ALEXANDRA SMITH 417 LAFAYETTE AVE E MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 ANDREW TRESSLAR 2115 SENECA DR CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 AVERY RISINGER 712 LAFAYETTE AVE MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 BRAYDEN RENNELS 1822 UNIVERSITY DRIVE CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 DELANEY POORMAN 713 JEFFERSON STREET HUMBOLDT IL 61931 NONE N/A TO FURTHER HIGHER EDUCATION 2515 HALEY BEALS 13315 PHIPPS LN LERNA IL 62440 NONE N/A TO FURTHER HIGHER EDUCATION 2515 JOSH TRESSLAR 2115 SENECA DR CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 KAITLYN SMITH 2801 PINE AVE MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 LOGAN PLUMMER 7872 E COUNTY ROAD 225 N LERNA IL 62440 NONE N/A TO FURTHER HIGHER EDUCATION 2515 MAKAYLA DEVALL 27 MEADOWVIEW ESTATES MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 NOAH OAKLEY 358 DECKER SPRINGS ROAD CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 PEYTON GILL 2684 N CO RD 400 MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 RYLEE PETERSON 33 HIDDEN ACRES DR NEOGA IL 62447 NONE N/A TO FURTHER HIGHER EDUCATION 2515 SAM SCHUETTE 25 STONEGATE DR CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 SYDNEY BENNETT 1041 WOODBERRY LN CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 TINLEY RISINGER 712 LAFAYETTE AVE MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 ANNA JURKA 1700 BROADMOOR MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 ARISSA WARNER 3413 WESTERN AVE MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 AUSTIN WARREM 3 LAFAYETTE MEADOWS MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 COOPER BERGSTROM 11 FOX DR MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 DANIELLE DETERS 476 CO RD 425N SIGEL IL 62462 NONE N/A TO FURTHER HIGHER EDUCATION 2515 DAVID K BROWNING 18 LAFAYETTE MEADOWS MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 KAIDEN RICE 617 RICHMOND AVENUE MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 KENZIE KINGERY 106 NORTH COLUMBIA STREET GREENUP IL 62428 NONE N/A TO FURTHER HIGHER EDUCATION 2515 KRESSA SWEENEY 5651 N COUNTY ROAD 2100E CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 LEXY DRAKE 3011 W STATE ST CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 MACY STARWALT N/A MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 MARGARET RENTFRO 200 N CO RD 150E MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 PAIGE FARMER 220 S 30TH ST MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 QUINCY COLLINGS 73 LAFAYETTE AVE MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 QUINN CAMFIELD 10 EXECUTIVE COURT MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 RYAN BRETTIN N/A MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 2515 ZACH FINLEY 280 DECKER SPRINGS ROAD CHARLESTON IL 61920 NONE N/A TO FURTHER HIGHER EDUCATION 2515 ZACH BENNETT 1041 WOODBERRY LN CHARLESTON IL 61920 NONE N/A TO FURHTER HIGHER EDUCATION 2515 CARRIE KINNAMAN 1401 S 16TH ST MATTOON IL 61938 NONE N/A TO FURTHER HIGHER EDUCATION 687 88712 0 14 2852 14 22611 16 28070 18 -2417 0 51116 0 51116 0 0 0 0 0 0 0 0 0 0 INCOME TAX PREP FEE 4175 2783 2783 1392 FORM 990-PF; PAGE 10, PART XV, QUESTION 2(D) PAGE 10, PART XV, QUESTION 2(D)1. THE STUDENT MUST BE A RESIDENT OF COLES OR CUMBERLAND COUNTIES FOR THE LAST FIVE YEARS.2. PREFERENCE IS GIVEN TO THOSE STUDENTS WHO ARE ENROLLED IN MEDICALLY RELATED FIELDS OF STUDY (I.E. NURSING, MEDICAL TECHNICIAN, ETC.)3. PREFERENCE IS THEN GIVEN TO APPLICANTS WHO ARE LESS FINANCIALLY ABLE TO OBTAIN A HIGHER EDUCATION. 3.40% PFIZER INC 76683 73451 DODGE & COX INCOME FUND #147 95183 85716 METROPOLITAN WEST TOTAL RETURN BOND I 98641 83118 PRINCIPAL HIGH YIELD INST #4585 73047 66585 FEDERATED HERMES TTL RETURN BD 89056 83951 AMERICAN FUNDS EUROPACIFIC GROWTH F-2 #616 63878 68760 CAUSEWAY EMERGING MKTS INSTL CL 44284 30836 CAUSEWAY INT'L VALUE FUND INSTL 62222 74959 VANGUARD 500 INDEX FUND - ADMIRAL #540 226032 344369 VANGUARD MID CAP INDEX ADM 53429 70091 VANGUARD SMALL CAP INDEX ADM 60233 73098 WILLIAM BLAIR EMERGING MKTS GROWTH I 37314 29951 STATE FILING FEE 15 0 0 15 PUBLICATIONS/PRINTING 150 0 0 150 INSURANCE 217 217 217 0 FARM MANAGAMENT FEES 2030 2030 2030 0 RECOVERY OF PRIOR DISTRIBUTIONS 2631 EXCISE TAX 836 0 0 0 FOREIGN TAX WITHHELD 464 464 464 0 REAL ESTATE TAXES 3523 3523 3523 0