2026-03-25T10:02:24-05:00 2025-08-31 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990PF 2024-09-01 232225710 PSEA SCHOLARSHIP TRUST PSEA 7172213028 PO BOX 185 PITTSBURGH PA 152300185 JAMES VAUGHAN TRUSTEE 7172213028 2026-03-12 true true DANIEL WALTMAN P01233408 4123556000 2026-03-12 X 2024 2025-03-06 01:10:19Z X 701126 39021 18306 18393 9233 37001 9233 0 66560 27626 0 0 0 0 0 0 7526 4516 3010 0 859 267 0 0 0 0 0 0 0 100 100 8485 4783 0 3110 65250 65250 73735 4783 0 68360 -7175 22843 0 36221 38919 38919 0 0 0 443109 433232 662207 479330 472151 701126 0 X 479330 472151 479330 472151 479330 472151 479330 -7175 0 472155 4 472151 63.262 VANGUARD TOTAL INT ST IDX-AD 2024-06-21 2025-06-17 2295 2077 218 218 29.962 VANGUARD TOTAL INT ST IDX-AD 2024-12-20 2025-06-17 1087 986 101 101 292.664 VANGUARD TOTAL INT ST IDX-AD 2021-03-19 2025-06-17 10618 9665 953 953 976.563 VANGUARD BD IDX FD INC SHORT-TERM BD IDX 2020-06-30 2025-06-17 10000 10626 -626 -626 8.822 VANGUARD TOTAL STK MKT IN-AD 2024-06-28 2025-06-17 1263 1178 85 85 8.997 VANGUARD TOTAL STK MKT IN-AD 2024-12-23 2025-06-17 1288 1253 35 35 73.02 VANGUARD TOTAL STK MKT IN-AD 2010-07-22 2025-06-17 10450 1983 8467 8467 9233 318 0 318 0 318 356 0 0 356 0 38 38 0 false false false false false false false true true PA true false false false false true N/A BNY MELLON NA 7172213028 PO BOX 185 PITTSBURGH PA 152300185 false false false false false false false false false false false false false false true false false false false false false false Aaron Chapin 400 N Third Street Harrisburg PA 17101 TRUSTEE 1 0 Jeffrey Ney 400 N Third Street Harrisburg PA 17101 TRUSTEE 1 0 Christopher Clayton 400 N Third Street Harrisburg PA 17101 TRUSTEE 1 0 James Vaughan 400 N Third Street Harrisburg PA 17101 TRUSTEE 1 0 Riley Artis 400 N Third Street Harrisburg PA 17101 TRUSTEE 1 0 NONE 0 NONE 0 644613 45313 0 689926 0 0 689926 10349 679577 33979 33979 318 318 33661 0 33661 0 33661 68360 0 0 0 0 68360 33661 0 0 0 0 177 2222 8342 10741 68360 0 0 0 33661 34699 0 0 45440 0 0 0 0 0 0 0 45440 0 177 2222 8342 34699 NONE NONE SEE ATTACHED SCHOLARSHIP APPLICATIO C/O PSEA STUDENT PROGRAMS COORDINAT HARRISBURG PA 171051724 7172557000 SEE ATTACHED SCHOLARSHIP APPLICATIONS SEE ATTACHED SCHOLARSHIP APPLICATIONS SEE ATTACHED SCHOLARSHIP APPLICATIONS INDIANA UNIVERSITY OF PENNSYLVANIA FBO HAILEY KACHMARCHI 1090 SOUTH DRIVE INDIANA PA 15705 NONE I EDUCATIONAL 7750 INDIANA UNIVERSITY OF PENNSYLVANIA FBO ELLEN MCCOWIN 1090 SOUTH DRIVE INDIANA PA 15705 NONE I EDUCATIONAL 2500 KUTZTOWN UNIVERSITY FBO ADALIA KOLSEVICH PO BOX 730 KUTZTOWN PA 19530 NONE I EDUCATIONAL 2000 THE PENNSYLVANIA STATE UNIVERSITY FBO HANNAH DELVECCHIO 109 SHIELDS BUILDING UNIVERSITY PARK PA 16802 NONE I EDUCATIONAL 7750 MILLERSVILLE UNIVERSITY FBO MOLLY HIBSHMAN PO BOX 1002 MILLERSVILLE PA 17551 NONE I EDUCATIONAL 1000 PENNSYLVANIA WESTERN UNIVERSITY AT EDINB FBO BRIDGET BARTLETT 219 MEADVILLE ST EDINBORO PA 16444 NONE I EDUCATIONAL 2000 COMMONWEALTH UNIVERSITY BLOOMSBURG FBO MADISON MCNAMEE 400 E 2ND ST BLOOMSBURG PA 17815 NONE I EDUCATIONAL 1000 SHIPPENSBURG UNIVERSITY FBO MYA DIEHL 500 NEWBURG RD SHIPPENSBURG PA 172570923 NONE I EDUCATIONAL 1000 ELIZABETHTOWN COLLEGE FBO CHLOE MYERS 1 ALPHA DRIVE ELIZABETHTOWN PA 17022 NONE I EDUCATIONAL 4750 MILLERSVILLE UNIVERSITY FBO MICAH KOLSEVICH PO BOX 1002 MILLERSVILLE PA 17551 NONE I EDUCATIONAL 4750 COMMONWEALTH UNIVERSITY BLOOMSBURG FBO KYLIE SALTMAN 400 E 2ND ST BLOOMSBURG PA 17815 NONE I EDUCATIONAL 4750 DUQUESNE UNIVERSITY FBO VITOLINA JEWART 600 FORBES AVE PITTSBURGH PA 15282 NONE I EDUCATIONAL 2000 UNIVERSITY OF PITTSBURGH AT JOHNSTOWN FBO ALAINA SHEEHAN 450 SCHOOLHOUSE RD JOHNSTOWN PA 15904 NONE I EDUCATIONAL 1000 PENNSYLVANIA WESTERN UNIVERSITY AT EDINB FBO KENDALL MUMAW 219 MEADVILLE ST EDINBORO PA 16444 NONE I EDUCATIONAL 2500 UNIVERSITY OF PITTSBURGH AT GREENSBURG FBO ERIKA CHRISTELIET SMITH HALL GREENSBURG PA 15601 NONE I EDUCATIONAL 7750 JUNIATA COLLEGE FBO SIENNA SEUFERT 1700 MOORE ST HUNTINGDON PA 166522119 NONE I EDUCATIONAL 1000 SHIPPENSBURG UNIVERSITY FBO SADIE LIVENGOOD 500 NEWBURG RD SHIPPENSBURG PA 172578611 NONE I EDUCATIONAL 1000 ST VINCENT COLLEGE FBO CHLOE ZOMBEK 300 FRASER PURCHASE RD LATROBE PA 156502667 NONE I EDUCATIONAL 2000 GROVE CITY COLLEGE FBO CALISTA LANDIS 100 CAMPUS DE GROVE CITY PA 16127 NONE I EDUCATIONAL 1000 PENNSYLVANIA WESTERN UNIVERSITY FBO GAVIN MITSDARFER 250 UNIVERSITY AVE CALIFORNIA PA 154191394 NONE I EDUCATIONAL 7750 65250 14 18306 18 9233 27539 27539 false false false false false false false false false true PENNSYLVANIA STATE EDUCATION ASSOCI 501(c)(6) COMMON CONTROL X X 1 PENNSYLVANIA STATE EDUCATION ASSOCIATION 400 N THIRD STREET PO BOX 1724 HARRISBURG PA 17101 13750 X 2 NEA'S MEMBER BENEFITS CORP 900 CLOPPER ROAD SUITE 300 GAITHERSBURG MD 208788210 5000 X 3 LIBERTY MUTUAL 175 BERKELEY STREET BOSTON MA 02116 5000 X 4 AMERISERV CREDIT UNION 216 FRANKLIN STREET JOHNSTOWN PA 15901 5000 X 5 KADES-MARGOLIS 940 VALLEY WEST ROAD SUITE 1200 WAYNE PA 19087 5000 X 921937702 VANGUARD BD IDX FD I AT COST 279197 274733 922908728 VANGUARD TOTAL STK M AT COST 34201 196029 921909818 VANGUARD TOTAL INT S AT COST 119834 191445 ROUNDING 4 STATE FILING FEE 100 0 100 INVESTMENT MANAGEMENT FEES 7500 4500 3000 TAX PREPARATION FEE 26 16 10 FOREIGN TAXES 163 163 0 FEDERAL TAX PAYMENT - PRIOR YE 236 0 0 FEDERAL ESTIMATES - PRINCIPAL 356 0 0 FOREIGN TAXES ON NONQUALIFIED 104 104 0