Civic Intelligence
Officer

FIRST MERCHANTS BANK

5 organizations • 29 returns • Latest tax year 2025

TrusteeTrust AgentSuccessor Trustee
Name Match Caveat

This page groups activity by normalized name only. It may combine different people who share the same name.

Organizations

5

Returns

29

Total Compensation

$238,968

Total Benefits

$0

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na35-604392692025Trustee$107,814
Herman & Irene Gertz Foundation Monroe Bank & Trust38-615347272025Trust Agent$92,701
Leon Wells Trust U W Nect Monroe Bank & Trust38-614634862025Trustee$21,501
Julie and Michael Shields Foundation30-039993262023Trustee$16,952
Lucille B Deinzer Charitable Trust C/O First Merchants Bank Successor Ttee26-625171812019Successor Trustee$0

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2025Herman & Irene Gertz Foundation Monroe Bank & Trust990PFTrust Agent0.5$13,896$0View return
2025Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$13,259$0View return
2025Leon Wells Trust U W Nect Monroe Bank & Trust990PFTrustee0$4,052$0View return
2024Herman & Irene Gertz Foundation Monroe Bank & Trust990PFTrust Agent0$13,419$0View return
2024Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$12,621$0View return
2024Leon Wells Trust U W Nect Monroe Bank & Trust990PFTrustee0$3,583$0View return
2023Herman & Irene Gertz Foundation Monroe Bank & Trust990PFTrust Agent0$12,409$0View return
2023Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$11,550$0View return
2023Julie and Michael Shields Foundation990PFTrustee1$5,010$0View return
2023Leon Wells Trust U W Nect Monroe Bank & Trust990PFTrustee0$2,999$0View return
2022Herman & Irene Gertz Foundation Monroe Bank & Trust990PFTrust Agent0$13,491$0View return
2022Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$11,893$0View return
2022Leon Wells Trust U W Nect Monroe Bank & Trust990PFTrustee1$3,633$0View return
2022Julie and Michael Shields Foundation990PFTrustee1$2,582$0View return
2021Herman & Irene Gertz Foundation Monroe Bank & Trust990PFTrust Agent1$14,529$0View return
2021Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$12,837$0View return
2021Leon Wells Trust U W Nect Monroe Bank & Trust990PFTrustee5$3,738$0View return
2021Julie and Michael Shields Foundation990PFTrustee1$2,486$0View return
2020Herman & Irene Gertz Foundation Monroe Bank & Trust990PFTrust Agent1$12,705$0View return
2020Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$11,022$0View return
2020Leon Wells Trust U W Nect Monroe Bank & Trust990PFTrustee2$3,496$0View return
2020Julie and Michael Shields Foundation990PFTrustee1$1,946$0View return
2019Herman & Irene Gertz Foundation Monroe Bank & Trust990PFTrust Agent40$12,252$0View return
2019Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$10,506$0View return
2019Julie and Michael Shields Foundation990PFTrustee1$2,053$0View return
2019Lucille B Deinzer Charitable Trust C/O First Merchants Bank Successor Ttee990PFSuccessor Trustee1$0$0View return
2018Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$10,269$0View return
2018Julie and Michael Shields Foundation990PFTrustee1$2,875$0View return
2017Edward & Hildegarde Schaefer Fdnac 70060000 C/O Wells Fargo Bank Na990PFTrustee3$13,857$0View return