2025-05-16T13:49:33-05:00 2024-12-31 920513853 LEHIGH ACCOUNTING AND TAX SOLUTIONS LLC 16 S CASCADE AVE MONTROSE CO 814013921 990PF 2024-01-01 326050918 JOSEPHINE ECKLUND PETRIE & CHARLES A PETRIE MEMORIAL SCHOLARSHIP TRUST JOSE 9702402812 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 DANIEL J LOWENBERG TRUSTEE 9702402812 2025-05-16 1 0 TERESA LEHIGH P01216961 9706508085 2024 2025-03-06 01:10:19Z X 623203 X X 25933 25933 25933 28891 73481 28891 0 772 772 772 55596 55596 26705 6179 0 0 0 1625 0 0 0 684 0 0 0 40 0 0 0 8528 0 0 0 57000 57000 65528 0 0 57000 -9932 55596 26705 19762 9430 9430 2347 4984 4984 118 338666 332142 443070 174651 170056 159947 9584 9584 5772 545128 526196 623203 75000 66000 75000 66000 X 470128 460196 0 0 0 0 470128 460196 545128 526196 470128 -9932 0 460196 0 460196 74.958 VNGRD EQ INC ADML 2022-06-30 2024-12-03 7398 5331 2067 2067 250.118 VNGRD WINDSOR 2 ADML 2022-06-30 2024-07-30 21225 16350 4875 4875 77.018 VNGRD EQ INC ADML 2022-06-30 2024-12-03 7602 3942 3660 3660 44.485 VNGRD WINDSOR 2 ADML 2022-06-30 2024-07-30 3775 2738 1037 1037 2737.226 VNGRD H/Y CORP ADML 2022-06-30 2024-12-03 15000 16229 -1229 -1229 CAPITAL GAINS DIVIDENDS P 18481 18481 18481 28891 0 773 0 773 0 773 562 0 211 0 773 12 12 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 AVE MONTROSE CO 81401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BRANDON KELTZ 2540 LOCUST ROAD MONTROSE CO 81401 TRUSTEE 0.50 750 0 0 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 TRUSTEE 1.00 5429 0 0 MARK VIDMAR 1040 FRUIT PARK RD MONTROSE CO 81403 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR UP TO $15,000 PER ACADEMIC YEAR. RENEWABLE FOR UP TO 4 YEARS. 57000 0 602483 18262 6144 626889 0 0 626889 9403 617486 30874 X 57000 0 57000 X 26705 22141 18625 22000 89471 22699 18820 15831 18700 76050 57000 15000 45000 42000 159000 57000 15000 45000 42000 159000 0 0 0 0 0 0 0 20583 12547 10554 12467 56151 0 0 0 0 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 9702402812 STUDENT'S NAME, ADDRESS, DATE OF BIRTH AND SOCIAL SECURITY NUMBER. GRADE POINT AVERAGE THRU FIRST SEMESTER OF SENIOR YEAR. COLLEGE OR UNIVERSITY APPLICANT PLANS TO ATTEND. PLANNED MAJOR OR FIELD OF STUDY. LIST HONORS AND AWARDS RECEIVED IN OR OUT OF SCHOOL. LIST OF OFFICES HELD IN SCHOOL OR OTHER ORGANIATIONS. EXTRACURRICULAR ACTIVITIES IN OR OUT OF SCHOOL. EMPLOYMENT RECORD-WHEN, WHERE, FOR WHOM AND NATURE OF WORK. ATTACH LETTER OF RECOMMENDATION FROM HIGH SCHOOL TEACHER OR ADVISOR, COPY OF HIGH SCHOOL TRANSCRIPT AND NOTIFICATION OF SAT/ACT SCORES. STATE WHY YOU BELIEVE YOU ARE A DESERVING CANDIATE 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. PRIOR TO END OF SCHOOL YEAR GRADUATE OF A MONTROSE COUNTY HIGH SCHOOL IN TOP 25% OF GRADUATING CLASS. BENJAMIN PERFURS 1617 HERMOSA CT MONTROSE CO 81401 NO RELATION I COLLEGE TUITION & EXPENSE 22500 GAVIN HALL 4623 5700 RD OLATHE CO 81425 NO RELATION COLLEGE TUITION & EXPENSES 22500 MIA DUNCAN 2019 DEVON ST MONTROSE CO 81401 NO RELATION COLLEGE TUITION & EXPENSES 12000 57000 BENJAMIN PERFURS 1617 HERMOSA CT MONTROSE CO 81401 NO RELATION COLLEGE SCHOLARSHIP 15000 MIA DUNCAN 2019 DEVON ST MONTROSE CO 81401 NO RELATION COLLEGE SCHOLARSHIP 36000 SCHOLARSHIPS PREVIOUSLY APPROVED 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 NO RELATION SCHOLARSHIPS PREVIOUSLY APPROVED -66000 OLIVIA HAGAN 15284 6165 RD MONTROSE CO 81403 NO RELATION I COLLEGE SCHOLARSHIP 15000 0 14 25933 18 772 18 28891 0 55596 0 55596 0 0 0 0 0 0 0 0 0 0 1625 0 0 0 VANGUARD HIGH-YIELD CORPORATE FUND ADM 170056 159947 VANGUARD INTER-TERM INVEST GRADE FUND 62092 56304 VANGUARD WILLINGTON FUND ADM 91951 114211 VANGUARD EQUITY INCOME FUND 40690 99129 VANGUARD WINDSOR II FUND ADM INV 40636 55350 BLACKROCK ENHANCED GLBL DIVIDEND TRUST 9631 5385 EATON VANCE TAX MANAGED BUY WRITE INCOME FUND 5089 7500 EATON VANCE MANAGED BUY WRITE OPPOR FUND 3350 7205 VANGUARD PACIFIC STOCK INDEX FUND ADM 78703 97986 CBRE CLARION GLOBAL REAL ESTATE INCOME FUND AT COST 9584 5772 OTHER EXPENSE 40 0 0 0 NONDIVIDEND DISTRIBUTIONS 772 772 772 INCOME TAXES 488 0 0 0 FOREIGN INCOME TAX 196 0 0 0