2023-05-15T08:48:33-05:00 2022-12-31 841220192 DONALD R MORELAND & ASSOCIATES PC 1675 EAST NIAGARA ROAD MONTROSE CO 81401 990PF 2022-01-01 326050918 JOSEPHINE ECKLUND PETRIE & CHARLES A PETRIE MEMORIAL SCHOLARSHIP TRUST JOSE 9702402812 144 S UNCOMPAHGRE AVE MONTROSE CO 814013966 DANIEL J LOWENBERG TRUSTEE 9702402812 2023-05-11 1 DANIEL LOWENBERG XXX-XX-XXXX 0 X DONALD R MORELAND P00067345 9702493424 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 577722 X X 18625 18625 18625 29215 63614 29215 0 47840 47840 18625 6202 0 0 0 1525 0 0 0 839 0 0 0 8566 0 0 0 60000 45000 68566 0 0 45000 -20726 47840 18625 3306 1436 1436 2546 459 459 175 175 354482 346438 422826 160299 165439 147096 8151 8851 5730 528784 522798 577722 75000 90000 265 0 75265 90000 X 453519 432798 0 0 0 0 453519 432798 528784 522798 453519 -20726 5 432798 0 432798 116.877 VNGRD EQ INC ADML P 2012-12-31 2022-07-20 10000 5982 4018 4018 108.743 VNGRD EQ INC ADML P 2012-12-31 2022-12-05 10000 5566 4434 4434 70.373 VNGRD WELLINGTON ADML P 2007-12-31 2022-07-20 5000 3981 1019 1019 69.080 VNGRD WELLINGTON ADML P 2007-06-08 2022-12-05 5000 3908 1092 1092 65.522 VNGRD WINDSOR 2 ADML P 2007-08-10 2022-03-01 5000 4032 968 968 143.123 VNGRD WINDSOR 2 ADML P 2007-12-31 2022-07-20 10000 8808 1192 1192 34.488 VNGRD WINDSOR 2 ADML P 2007-10-08 2022-12-05 2500 2122 378 378 CAPITAL GAINS DIVIDENDS P 16114 16114 16114 29215 0 665 0 665 0 665 840 0 0 0 840 0 175 175 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 1 0 0 0 1 N/A DANIEL J LOWENBERG 9702402812 144 S UNCOMPAHGRE AVENUE MONTROSE CO 814013966 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 VICTOR T ROUSHAR 144 SOUTH UNCOMPAHGRE AVENUE MONTROSE CO 814013966 TRUSTEE 1.00 3202 0 0 BRANDON E KELTZ 630 NORTH THIRD STREET MONTROSE CO 81401 TRUSTEE 0.50 1500 0 0 CHARLES J VIDMAR 62755 HIGHWAY 90 MONTROSE CO 81403 TRUSTEE 0.50 1500 0 0 DANIEL J LOWENBERG 144 SOUTH UNCOMPAHGRE AVENUE MONTROSE CO 81403 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR $12,000 TO $15,000 PER ACADEMIC YEAR, RENEWABLE FOR UP TO 4 YEARS. 45000 MONITORED PROGRESS/ACHIEVEMENTS OF SCHOLARSHIP RECIPIENT IN COLLEGE 0 0 641021 1937 0 642958 0 0 642958 9644 633314 31666 X 45000 0 45000 X 18625 22000 19861 24837 85323 15831 18700 16882 21111 72525 45000 42000 27000 22000 136000 0 0 0 0 0 45000 42000 27000 22000 136000 0 0 21111 22646 21668 19775 85200 0 0 0 0 VICTOR T ROUSHAR 144 S UNCOMPAHGRE AVE MONTROSE CO 814013966 9702759714 SEE ATTACHED PRIOR TO END OF SCHOOL YEAR GRADUATE OF A MONTROSE COUNTY HIGH SCHOOL IN TOP 25% ACADEMICALLY OF GRADUATING CLASS. GAVIN HALL 4623 5700 ROAD OLATHE CO 81425 NO RELATION N/A COLLEGE TUITION & EXPENSE 15000 OLIVIA HAGA 15284 6165 ROAD MONTROSE CO 81403 NO RELATION N/A COLLEGE TUITION & EXPENSE 15000 BEN PERFORS 1617 HERMOSA CT MONTROSE CO 81401 NO RELATION N/A COLLEGE TUITION & EXPENSE 15000 45000 GAVIN HALL 4623 5700 ROAD OLATHE CO 81425 NO RELATION N/A COLLEGE SCHOLARSHIP 30000 OLIVIA HAGAN 15284 6165 ROAD MONTROSE CO 81403 NO RELATION N/A COLLEGE SCHOLARSHIPCOLLEGE TUITION & EXPENSE 15000 BEN PERFORS 1617 HERMOSA CT MONTROSE CO 81401 NO RELATION N/A COLLEGE SCHOLARSHIP 45000 90000 14 18625 18 29215 0 47840 0 47840 8 SALES OF INVESTMENTS TO ACCOMPLISH EXEMPT PURPOSE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1525 0 0 0 SCHOLARSHIP APPLICATION 990PF.PART XV,LINE 2B JOSEPHINE ECKLUND PETRIE AND CHARLES A. PETRIE MEMORIAL SCHOLARSHIP APPLICATIONSTUDENT'S NAME:ADDRESS:DATE OF BIRTH:SOCIAL SECURITY NUMBER:GRADE POINT AVERAGE (THRU 1ST SEMESTER SENIOR YEAR):COLLEGE OR UNIVERSITY WHICH APPLICANT PLANS TO ATTEND:PLANNED MAJOR OR FIELD OF STUDY:LIST HONORS AND AWARDS RECEIVED - IN AND OUT OF SCHOOL:LIST OFFICES HELD IN SCHOOL OR OTHER ORGANIZATIONS:EXTRACURRICULAR ACTIVITIES - IN AND OUT OF SCHOOL:EMPLOYMENT RECORD - WHEN, WHERE, FOR WHOM AND NATURE OF WORK:ATTACH LETTER OF RECOMMENDATION FROM HIGH SCHOOL TEACHER OR ADVISOR. PLEASE ATTACH A COPY OF YOUR HIGH SCHOOL TRANSCRIPT AND NOTIFICATION OF SAT/ACT SCORES.STATE BELOW WHY YOU BELIEVE YOU ARE A DESERVING CANDIDATE FOR THIS SCHOLARSHIP. ALSO STATE WHY YOU WISH TO PURSUE AN ADVANCED EDUCATION AND THE MAJOR COURSE OF STUDY YOU HAVE INDICATED ON THIS APPLICATION: VANGUARD HIGH-YIELD CORP FUND ADM 165439 147096 VANGUARD WINDSOR II FUND ADM INV 66854 69410 VANGUARD INTER-TERM INVEST GRADE FUND 57450 50191 BLACKROCK ENHANCED GLBL DIVIDEND TRUST 9521 4780 EATON VANCE TAX MANAGED BUY WRITE INCOME FUND 4778 6575 EATON VANCE TAX MANAGED BUY WRITE OPPPORTUNITIES FUND 3060 6140 VANGUARD WELLINGTON FUND ADM 92689 109964 VANGUARD EQUITY INCOME FUND ADM 39309 92022 VANGUARD PACIFIC STOCK INDEX FUND ADM 72777 83744 CBRE CLARION GLBL REAL ESTATE INCM FUND AT COST 8851 5730 ROUNDING 5 EXCISE TAX PAYABLE 265 0 FOREIGN TAXES 174 0 0 0 INCOME TAXES 665 0 0 0