2025-05-16T13:50:48-05:00 2024-12-31 920513853 LEHIGH ACCOUNTING AND TAX SOLUTIONS LLC 16 S CASCADE AVE MONTROSE CO 814013921 990PF 2024-01-01 846328479 MARIA ELIZONDO SCHOLARSHIP TRUST MARI 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 1762199 X X 28 28 56982 56982 63124 77152 63124 120134 120134 6730 0 6730 1625 0 1625 1566 0 1566 55 0 55 9976 0 9976 127500 127500 137476 0 137476 -17342 120134 50410 50393 50393 52223 43446 43446 36767 36767 44250 1017693 1009145 1624110 1157093 1139751 1762199 0 0 X 1157093 1139751 0 0 0 0 1157093 1139751 1157093 1139751 1157093 -17342 0 1139751 0 1139751 50 UNDISCOVERED MANAGERS BEHAVIOR P 2022-06-30 2024-06-14 4000 2752 1248 1248 6 UNDISCOVERED MANAGERS BEHAVIOR P 2014-12-12 2024-08-01 612 376 236 236 198 FIDELITY CONTRAFUND P 2011-02-02 2024-06-14 4000 1379 2621 2621 253 FIDELITY CONTRAFUND P 2011-02-02 2024-08-01 5000 1760 3240 3240 150 OAKMARK GLOBAL INVESTOR P 2011-02-11 2024-08-01 5000 3530 1470 1470 55 SCHWAB TOTAL STOCK MARKET INDEX P 2011-02-02 2024-06-10 5000 1305 3695 3695 32 SCHWAB TOTAL STOCK MARKET INDEX P 2011-02-02 2024-08-01 3000 767 2233 2233 107 UNDISCOVERED MANAGERS BEHAVIOR P 2000-09-28 2024-08-01 9388 2159 7229 7229 CAPITAL GAINS DIVIDENDS P 41152 41152 41152 63124 1670 0 1670 0 1670 1071 0 599 0 1670 34 34 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 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 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 TRUSTEE 2.00 5105 0 0 DONALD R MORELAND 1675 E NIAGARA RD MONTROSE CO 81401 TRUSTEE 2.00 1625 0 0 NONE 0 NONE 0 PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR $15,000 PER ACADEMIC YEAR. RENEWABLE FOR UP TO 4 YEARS. 127500 0 47395 50402 1622904 1720701 0 0 1720701 25811 1694890 84745 84745 1670 1670 83075 0 83075 0 83075 137476 0 137476 83075 0 0 9070 26024 82106 117200 137476 0 0 0 83075 54401 0 0 171601 0 0 0 0 0 0 0 171601 9070 26024 82106 54401 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 9702402812 ALL APPLICATIONS SHOULD BE SUBMITTED ON AN APPLICATION FORM AVAILABLE AT MESA AND MONTROSE COUNTY HIGH SCHOOLS AND FROM THE BOARD OF TRUSTEES ALONG WITH A TRANSCRIPT AND S.A.T. OR A.C.T. SCORE IF AVAILABLE. MARCH 21 OF EACH YEAR MESA OR MONTROSE COUNTY HIGH SCHOOL GRADUATE IN THE TOP 10% OF THEIR CLASS KENNETH GIFFORD 15 EATON COURT MONTROSE CO 81401 NONE TUITION, FEES, BOOKS, ROOM AND BOARD 22500 SAYDEANNA DELGADO 3224 RAVENS CREST DR MONTROSE CO 81401 NONE TUITION, FEES, BOOKS, ROOM AND BOARD 22500 MADELINE MOHLER 3718 PIAZZA WAY GRAND JUNCTION CO 81506 NONE TUITION, FEES, BOOKS, ROOM AND BOARD 15000 KATHERINE BORNER 925 MOUNTAIN VIEW COURT MONTROSE CO 81403 NONE TUITION, FEES, BOOKS, ROOM AND BOARD 7500 JAMES CHEEZUM 2249 DEVON CT MONTROSE CO 81401 NONE TUITION, FEES, BOOKS, ROOM AND BOARD 22500 BAILEE RITTERBUSH 833 SHIRAZ DR PALISADE CO 81526 NONE TUITION, FEES, BOOKS, ROOM AND BOARD 22500 SADIE CORN 4886 5586 RD OLATHE CO 81425 NONE TUITION, FEES, BOOKS, ROOM AND BOARD 15000 127500 0 14 28 18 56982 18 63124 0 120134 0 120134 0 0 0 0 0 0 0 0 0 0 1625 0 1625 AT&T INC 15824 18216 VERIZON COMMUNICATIONS INC 17440 23994 WARNER BROS DISCOVERY INC SER A 3503 2040 VANGUARD EQUITY INCOME ADMIRAL CL AT COST 60609 108679 VANGUARD INTERMEDIATE TERM INVEST GRADE ADMIRAL CL AT COST 95760 84889 VANGUARD REAL ESTATE INDEX ADMIRAL XL AT COST 60705 81692 VANGUARD HIGH YIELD CORP INVESTOR AT COST 55000 43669 VANGUARD WELLINGTON ADMIRAL CL AT COST 52333 69127 VANGUARD WELLESLEY INCOME ADMIRAL CL AT COST 52275 62101 VANGUARD WINDSOR II ADMIRAL CL AT COST 43938 91332 BLACKROCK ENHANCED GLOBAL DIVIDEND TRUST AT COST 13205 10770 COHEN & STEERS INFRASTRUCTURE FUND INC AT COST 14565 14809 EATON VANCE TAX MANAGED BUY WRITE OPPORTUNITIES FUND AT COST 16899 18647 FIDELITY FLOATING RATE HIGH INCOME AT COST 20611 20462 FIDELITY NEW MARKETS INCOME AT COST 50000 38542 PAYDEN GNMA INVESTOR CL AT COST 20737 15213 VANGUARD COMMUNICATION SERVICES AT COST 13076 23244 VANGUARD FINANCIALS ETF AT COST 12732 29518 PCM FUND CF AT COST 22240 16170 PIMCO CORP INCOME CF AT COST 19822 17446 VIRTUS EQUITY & CONV INC AT COST 29909 39456 WARNER BROS DISCOVER AT COST 7972 2547 ISHARES SELECT DIVIDEND AT COST 35319 97155 REAL ESTATE SELECT SCTR AT COST 2344 2928 SCHWAB US DIVIDEND AT COST 27562 78682 SELECT STR FINANCIAL AT COST 11513 25132 SPDR S&P DIVIDEND ETF AT COST 36755 92470 VANGUARD UTILITIES ETF AT COST 13061 22879 FIDELITY CONTRAFUND AT COST 31861 96563 HARDING LOEVNER GLOBAL ETF AT COST 16074 21487 JANUS HENDERSON BALANCED AT COST 35000 61526 OAKMARK GLOBAL INVESTOR AT COST 31470 43725 SCHWAB HEALTHCARE AT COST 25033 27678 SCHWAB TOTAL STOCK MARKET AT COST 32928 138333 THORNBURG INT'L AT COST 24546 30071 UNDISCOVERED MANAGERS BEHAVIORAL AT COST 23291 97168 BANK FEES 55 0 55 INCOME TAXES 1507 0 1507 FOREIGN INCOME TAXES 59 0 59