Civic Intelligence
Officer

FIRST MERCHANTS PRIVATE WLTH ADVISO

31 organizations • 160 returns • Latest tax year 2023

Trustee
Name Match Caveat

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

Organizations

31

Returns

160

Total Compensation

$1,430,762

Total Benefits

$0

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
Dwight & Virginia Deen Schoeff Scholarship Tr20-640821872023Trustee$155,003
Lela E Powers Trust 29 00716635-603927482023Trustee$130,487
Mary K Garr Scholarship Foundation Trust35-193804072023Trustee$128,169
Elizabeth Moore Switzer Memorial Trust Lafayette Bank & Tr Co35-645195962023Trustee$113,521
Sarah & Solomon Hartman Family30-601502462023Trustee$95,945
Benjamin F & Emma B Shroyer Scholarship Fund35-601746672023Trustee$87,745
Everett Waldo Irrevocable Trust 00290435-645666742023Trustee$68,479
R & a Ullom Trust FBO Youth Opportunity35-665986172023Trustee$66,481
James a Myers Charitable Memorial Trust20-612189652023Trustee$56,049
The Carmelite Home for Girls Inc Dated June45-642703842023Trustee$51,378
Robert H & Esther L Cooper Natural Area Trust35-666005872023Trustee$47,955
Eva & Russell Weiss Memorial Trust91-213357972023Trustee$46,106
Ball Bros Foundation FBO Wabash College35-630340072023Trustee$44,638
Clifford L & Daisie B Amburn Mem Scholarship Fund35-605125672023Trustee$43,181
Ardith L Coon Tuw FBO Winchester Friends46-719421262023Trustee$35,839
Lucille B Deinzer Charitable Trust26-625171842023Trustee$32,970
Elizabeth W Ball for Benefit of the First United Presbyterian Church35-635320072023Trustee$30,039
Grove Family Educational Trust 00C67147-697220532023Trustee$26,523
Rieke Corporation Foundation51-015865132023Trustee$24,910
The Howard & Oveta Pegg Charitable Trust46-731794862023Trustee$23,895
Lena Borgmeier Trust Under Will 00C02138-640215332023Trustee$18,100
Wetherill Trust35-641693862023Trustee$17,715
Martha Royse Friberg Trust Ua 00293435-602919212022Trustee$15,140
Psyche H Davis for Delaware County Council for Retarded Children35-625941072023Trustee$14,810
Robert & Helen Holloway Charitable Trust35-651503442023Trustee$12,556
Robert & Esther Cooper Science Students Award Tr35-666006172023Trustee$12,193
Elmer J and Eva Werner 5 Total Return Trust35-653465812023Trustee$10,665
R&E Cooper Westminster Resident Emergency Tru35-666005662022Trustee$8,502
H E Rathfon Charitable Trust 00101635-621885942023Trustee$6,474
Robert & Esther Cooper Mary Gray Bird Sanctuary Tr UW35-666001822018Trustee$3,544
Billie Hathaway FBO Tippecanoe County35-659810712018Trustee$1,750

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2023Lela E Powers Trust 29 007166990PFTrustee1$29,973$0View return
2023Lela E Powers Trust 29 007166990PFTrustee1$29,973$0View return
2023Elizabeth Moore Switzer Memorial Trust Lafayette Bank & Tr Co990PFTrustee1$29,217$0View return
2023Dwight & Virginia Deen Schoeff Scholarship Tr990PFTrustee1$27,761$0View return
2023Mary K Garr Scholarship Foundation Trust990PFTrustee1$23,458$0View return
2023Everett Waldo Irrevocable Trust 002904990PFTrustee1$19,204$0View return
2023Sarah & Solomon Hartman Family990PFTrustee1$16,953$0View return
2023Benjamin F & Emma B Shroyer Scholarship Fund990PFTrustee1$13,428$0View return
2023James a Myers Charitable Memorial Trust990PFTrustee1$12,114$0View return
2023The Carmelite Home for Girls Inc Dated June990PFTrustee1$10,880$0View return
2023R & a Ullom Trust FBO Youth Opportunity990PFTrustee1$10,743$0View return
2023Elmer J and Eva Werner 5 Total Return Trust990PFTrustee1$10,665$0View return
2023Grove Family Educational Trust 00C671990PFTrustee1$8,224$0View return
2023Rieke Corporation Foundation990PFTrustee1$7,761$0View return
2023Ball Bros Foundation FBO Wabash College990PFTrustee1$7,136$0View return
2023Lucille B Deinzer Charitable Trust990PFTrustee1$6,726$0View return
2023Lena Borgmeier Trust Under Will 00C021990PFTrustee1$5,769$0View return
2023Clifford L & Daisie B Amburn Mem Scholarship Fund990PFTrustee1$5,768$0View return
2023Robert H & Esther L Cooper Natural Area Trust990PFTrustee1$5,533$0View return
2023The Howard & Oveta Pegg Charitable Trust990PFTrustee1$5,000$0View return
2023Wetherill Trust990PFTrustee1$4,121$0View return
2023Eva & Russell Weiss Memorial Trust990PFTrustee1$4,093$0View return
2023Ardith L Coon Tuw FBO Winchester Friends990PFTrustee1$3,689$0View return
2023Robert & Helen Holloway Charitable Trust990PFTrustee1$3,191$0View return
2023Elizabeth W Ball for Benefit of the First United Presbyterian Church990PFTrustee1$3,000$0View return
2023Psyche H Davis for Delaware County Council for Retarded Children990PFTrustee1$2,208$0View return
2023Robert & Esther Cooper Science Students Award Tr990PFTrustee1$1,800$0View return
2023H E Rathfon Charitable Trust 001016990PFTrustee1$1,589$0View return
2022Elizabeth Moore Switzer Memorial Trust Lafayette Bank & Tr Co990PFTrustee1$29,685$0View return
2022Dwight & Virginia Deen Schoeff Scholarship Tr990PFTrustee1$28,442$0View return
2022Lela E Powers Trust 29 007166990PFTrustee1$20,464$0View return
2022Lela E Powers Trust 29 007166990PFTrustee1$20,464$0View return
2022Everett Waldo Irrevocable Trust 002904990PFTrustee1$19,804$0View return
2022Mary K Garr Scholarship Foundation Trust990PFTrustee1$18,634$0View return
2022Sarah & Solomon Hartman Family990PFTrustee1$17,924$0View return
2022Martha Royse Friberg Trust Ua 002934990PFTrustee1$15,140$0View return
2022Benjamin F & Emma B Shroyer Scholarship Fund990PFTrustee1$14,409$0View return
2022James a Myers Charitable Memorial Trust990PFTrustee1$12,483$0View return
2022The Carmelite Home for Girls Inc Dated June990PFTrustee1$11,546$0View return
2022R & a Ullom Trust FBO Youth Opportunity990PFTrustee1$11,121$0View return
2022Grove Family Educational Trust 00C671990PFTrustee1$8,817$0View return
2022Lucille B Deinzer Charitable Trust990PFTrustee1$8,120$0View return
2022Rieke Corporation Foundation990PFTrustee1$8,090$0View return
2022Ball Bros Foundation FBO Wabash College990PFTrustee1$7,388$0View return
2022Clifford L & Daisie B Amburn Mem Scholarship Fund990PFTrustee1$6,192$0View return
2022Lena Borgmeier Trust Under Will 00C021990PFTrustee1$6,026$0View return
2022The Howard & Oveta Pegg Charitable Trust990PFTrustee1$4,903$0View return
2022Eva & Russell Weiss Memorial Trust990PFTrustee1$4,692$0View return
2022Robert H & Esther L Cooper Natural Area Trust990PFTrustee1$4,583$0View return
2022Wetherill Trust990PFTrustee1$4,210$0View return
2022Ardith L Coon Tuw FBO Winchester Friends990PFTrustee1$4,197$0View return
2022Robert & Helen Holloway Charitable Trust990PFTrustee1$3,369$0View return
2022Elizabeth W Ball for Benefit of the First United Presbyterian Church990PFTrustee1$3,359$0View return
2022Psyche H Davis for Delaware County Council for Retarded Children990PFTrustee1$1,900$0View return
2022H E Rathfon Charitable Trust 001016990PFTrustee1$1,751$0View return
2022Robert & Esther Cooper Science Students Award Tr990PFTrustee1$1,635$0View return
2022R&E Cooper Westminster Resident Emergency Tru990PFTrustee1$1,002$0View return
2021Dwight & Virginia Deen Schoeff Scholarship Tr990PFTrustee1$21,050$0View return
2021Elizabeth Moore Switzer Memorial Trust Lafayette Bank & Tr Co990PFTrustee1$19,408$0View return
2021Mary K Garr Scholarship Foundation Trust990PFTrustee1$18,295$0View return
2021Sarah & Solomon Hartman Family990PFTrustee1$16,463$0View return
2021Everett Waldo Irrevocable Trust 002904990PFTrustee1$15,842$0View return
2021The Carmelite Home for Girls Inc Dated June990PFTrustee1$15,459$0View return
2021Benjamin F & Emma B Shroyer Scholarship Fund990PFTrustee1$12,882$0View return
2021James a Myers Charitable Memorial Trust990PFTrustee1$11,153$0View return
2021R & a Ullom Trust FBO Youth Opportunity990PFTrustee1$10,110$0View return
2021Grove Family Educational Trust 00C671990PFTrustee1$9,482$0View return
2021Lucille B Deinzer Charitable Trust990PFTrustee1$9,295$0View return
2021Rieke Corporation Foundation990PFTrustee1$9,059$0View return
2021Lela E Powers Trust 29 007166990PFTrustee1$8,716$0View return
2021Eva & Russell Weiss Memorial Trust990PFTrustee1$8,106$0View return
2021Ardith L Coon Tuw FBO Winchester Friends990PFTrustee1$7,751$0View return
2021Robert H & Esther L Cooper Natural Area Trust990PFTrustee1$7,418$0View return
2021Clifford L & Daisie B Amburn Mem Scholarship Fund990PFTrustee1$6,770$0View return
2021Ball Bros Foundation FBO Wabash College990PFTrustee1$6,690$0View return
2021Lena Borgmeier Trust Under Will 00C021990PFTrustee1$6,305$0View return
2021Elizabeth W Ball for Benefit of the First United Presbyterian Church990PFTrustee1$5,208$0View return
2021The Howard & Oveta Pegg Charitable Trust990PFTrustee1$3,746$0View return
2021Robert & Helen Holloway Charitable Trust990PFTrustee1$3,163$0View return
2021Wetherill Trust990PFTrustee1$2,501$0View return
2021Psyche H Davis for Delaware County Council for Retarded Children990PFTrustee1$2,254$0View return
2021Robert & Esther Cooper Science Students Award Tr990PFTrustee1$1,812$0View return
2021H E Rathfon Charitable Trust 001016990PFTrustee1$1,596$0View return
2021R&E Cooper Westminster Resident Emergency Tru990PFTrustee1$1,500$0View return
2020Dwight & Virginia Deen Schoeff Scholarship Tr990PFTrustee1$19,443$0View return
2020Elizabeth Moore Switzer Memorial Trust Lafayette Bank & Tr Co990PFTrustee1$17,220$0View return
2020Mary K Garr Scholarship Foundation Trust990PFTrustee1$16,828$0View return
2020Sarah & Solomon Hartman Family990PFTrustee1$14,780$0View return
2020Everett Waldo Irrevocable Trust 002904990PFTrustee1$13,629$0View return
2020Benjamin F & Emma B Shroyer Scholarship Fund990PFTrustee1$11,777$0View return
2020James a Myers Charitable Memorial Trust990PFTrustee1$10,145$0View return
2020Lucille B Deinzer Charitable Trust990PFTrustee1$8,829$0View return
2020R & a Ullom Trust FBO Youth Opportunity990PFTrustee1$8,669$0View return
2020Lela E Powers Trust 29 007166990PFTrustee1$8,001$0View return
2020Robert H & Esther L Cooper Natural Area Trust990PFTrustee1$7,408$0View return
2020Eva & Russell Weiss Memorial Trust990PFTrustee1$7,188$0View return
2020Ardith L Coon Tuw FBO Winchester Friends990PFTrustee1$6,729$0View return
2020Clifford L & Daisie B Amburn Mem Scholarship Fund990PFTrustee1$5,956$0View return
2020Ball Bros Foundation FBO Wabash College990PFTrustee1$5,792$0View return
2020Elizabeth W Ball for Benefit of the First United Presbyterian Church990PFTrustee1$4,583$0View return
2020The Howard & Oveta Pegg Charitable Trust990PFTrustee1$3,380$0View return
2020Robert & Helen Holloway Charitable Trust990PFTrustee1$2,833$0View return
2020Wetherill Trust990PFTrustee1$2,237$0View return
2020Psyche H Davis for Delaware County Council for Retarded Children990PFTrustee1$2,073$0View return
2020Robert & Esther Cooper Science Students Award Tr990PFTrustee1$1,684$0View return
2020R&E Cooper Westminster Resident Emergency Tru990PFTrustee1$1,500$0View return
2019Dwight & Virginia Deen Schoeff Scholarship Tr990PFTrustee1$19,469$0View return
2019Mary K Garr Scholarship Foundation Trust990PFTrustee1$16,942$0View return
2019Elizabeth Moore Switzer Memorial Trust Lafayette Bank & Tr Co990PFTrustee1$16,491$0View return
2019Sarah & Solomon Hartman Family990PFTrustee1$14,804$0View return
2019The Carmelite Home for Girls Inc Dated June990PFTrustee1$13,493$0View return
2019Benjamin F & Emma B Shroyer Scholarship Fund990PFTrustee1$11,700$0View return
2019James a Myers Charitable Memorial Trust990PFTrustee1$10,154$0View return
2019R & a Ullom Trust FBO Youth Opportunity990PFTrustee1$8,652$0View return
2019Lela E Powers Trust 29 007166990PFTrustee1$8,340$0View return
2019Robert H & Esther L Cooper Natural Area Trust990PFTrustee1$7,633$0View return
2019Eva & Russell Weiss Memorial Trust990PFTrustee1$7,144$0View return
2019Ardith L Coon Tuw FBO Winchester Friends990PFTrustee1$6,621$0View return
2019Clifford L & Daisie B Amburn Mem Scholarship Fund990PFTrustee1$6,096$0View return
2019Ball Bros Foundation FBO Wabash College990PFTrustee1$5,851$0View return
2019Elizabeth W Ball for Benefit of the First United Presbyterian Church990PFTrustee1$4,600$0View return
2019The Howard & Oveta Pegg Charitable Trust990PFTrustee1$3,380$0View return
2019Wetherill Trust990PFTrustee1$2,264$0View return
2019Psyche H Davis for Delaware County Council for Retarded Children990PFTrustee1$2,102$0View return
2019Robert & Esther Cooper Science Students Award Tr990PFTrustee1$1,733$0View return
2019R&E Cooper Westminster Resident Emergency Tru990PFTrustee1$1,500$0View return
2018Dwight & Virginia Deen Schoeff Scholarship Tr990PFTrustee1$19,554$0View return
2018Mary K Garr Scholarship Foundation Trust990PFTrustee1$17,139$0View return
2018Sarah & Solomon Hartman Family990PFTrustee1$15,021$0View return
2018Benjamin F & Emma B Shroyer Scholarship Fund990PFTrustee1$11,873$0View return
2018R & a Ullom Trust FBO Youth Opportunity990PFTrustee1$8,857$0View return
2018Robert H & Esther L Cooper Natural Area Trust990PFTrustee1$7,752$0View return
2018Eva & Russell Weiss Memorial Trust990PFTrustee1$7,329$0View return
2018Ardith L Coon Tuw FBO Winchester Friends990PFTrustee1$6,852$0View return
2018Clifford L & Daisie B Amburn Mem Scholarship Fund990PFTrustee1$6,281$0View return
2018Ball Bros Foundation FBO Wabash College990PFTrustee1$6,024$0View return
2018Elizabeth W Ball for Benefit of the First United Presbyterian Church990PFTrustee1$4,758$0View return
2018Lela E Powers Trust 29 007166990PFTrustee1$4,556$0View return
2018The Howard & Oveta Pegg Charitable Trust990PFTrustee1$3,486$0View return
2018Wetherill Trust990PFTrustee1$2,382$0View return
2018Psyche H Davis for Delaware County Council for Retarded Children990PFTrustee1$2,181$0View return
2018Robert & Esther Cooper Mary Gray Bird Sanctuary Tr UW990PFTrustee1$1,810$0View return
2018Robert & Esther Cooper Science Students Award Tr990PFTrustee1$1,802$0View return
2018Billie Hathaway FBO Tippecanoe County990PFTrustee1$1,750$0View return
2018H E Rathfon Charitable Trust 001016990PFTrustee1$1,538$0View return
2018R&E Cooper Westminster Resident Emergency Tru990PFTrustee1$1,500$0View return
2017Dwight & Virginia Deen Schoeff Scholarship Tr990PFTrustee1$19,284$0View return
2017Mary K Garr Scholarship Foundation Trust990PFTrustee1$16,873$0View return
2017Benjamin F & Emma B Shroyer Scholarship Fund990PFTrustee1$11,676$0View return
2017R & a Ullom Trust FBO Youth Opportunity990PFTrustee1$8,329$0View return
2017Robert H & Esther L Cooper Natural Area Trust990PFTrustee1$7,628$0View return
2017Eva & Russell Weiss Memorial Trust990PFTrustee1$7,554$0View return
2017Clifford L & Daisie B Amburn Mem Scholarship Fund990PFTrustee1$6,118$0View return
2017Ball Bros Foundation FBO Wabash College990PFTrustee1$5,757$0View return
2017Elizabeth W Ball for Benefit of the First United Presbyterian Church990PFTrustee1$4,531$0View return
2017Psyche H Davis for Delaware County Council for Retarded Children990PFTrustee1$2,092$0View return
2017Robert & Esther Cooper Mary Gray Bird Sanctuary Tr UW990PFTrustee1$1,734$0View return
2017Robert & Esther Cooper Science Students Award Tr990PFTrustee1$1,727$0View return
2017R&E Cooper Westminster Resident Emergency Tru990PFTrustee1$1,500$0View return
2017Elizabeth Moore Switzer Memorial Trust Lafayette Bank & Tr Co990PFTrustee1$1,500$0View return