2024-05-13T21:22:47Z 2023-12-31 270101501 H AND R BLOCK 438 E MAIN ST MONTROSE CO 81401 990PF 2023-01-01 326050918 JOSEPHINE ECKLUND PETRIE & CHARLES A PETRIE MEMORIAL SCHOLARSHIP TRUST JOSE 9702402812 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 DANIEL J LOWENBERG TRUSTEE 9702402812 2024-05-13 true DANIEL LOWENBERG XXX-XX-XXXX true Donald Moreland P00067345 9702499253 2024-05-13 2023 2023-04-26 12:10:37Z X 630693 X X 22141 22141 22141 18713 49100 18713 40854 40854 22141 2069 1600 745 4414 0 0 0 15000 4414 0 15000 36440 40854 22141 1436 19762 19762 459 2347 2347 175 118 118 346438 338666 437591 165439 174651 164359 8851 9584 6516 522798 545128 630693 90000 75000 90000 75000 X 432798 470128 432798 470128 522798 545128 432798 36440 890 470128 470128 CAPITAL GAIN DISTRIBUTIONS P 2021-12-31 2023-12-31 11100 11100 11100 6.023 VNGRD EQ INCV ADML P 2010-09-27 2023-04-03 500 308 192 192 73.594 VNGRD WELLINGTON ADML P 2007-06-08 2023-01-11 5000 4163 837 837 176.728 VNGRD WELLINGTON ADML P 2007-06-08 2023-08-10 12500 9998 2502 2502 105.678 VNGRD WELLINGTON ADML P 2007-06-08 2023-12-21 7500 5978 1522 1522 168.600 VNGRD WINDSOR 2 ADML P 2007-06-07 2023-08-10 12500 9940 2560 2560 18713 568 568 568 680 680 112 112 false false false false false false false true true CO true true false false false true N/A DANIEL J LOWENBERG 9702402812 144 S UNCOMPAHGRE AVENUE Montrose CO 81401 false false false false false false false false false false false false false false false false true false false false false false false false BRANDON KELTZ 2540 LOCUST ROAD Montrose CO 81401 TRUSTEE 0.50 0 DANIEL J LOWENBERG 144 SOUTH UNCOMPAHGRE AVENUE Montrose CO 81401 TRUSTEE 1.00 2069 MARK VIDMAR 1040 FRUIT PARK ROAD Montrose CO 81403 TRUSTEE 0.50 0 NONE PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR $15,000 PER ACADEMIC YEAR. RENEWABLE FOR UP TO 4 YEARS. 15000 593463 4134 0 597597 597597 8964 588633 29432 X 15000 15000 15000 22141 18625 22000 19861 82627 18820 15831 18700 16882 70233 15000 45000 42000 27000 129000 15000 45000 42000 27000 129000 19621 21111 22646 21668 85046 NONE NONE DANIEL J LOWENBERG 144 SOUTH UNCOMPAHGRE AVENUE 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 ORGANIZATIONS. EXTRACURRICULAR ACTIVITIES IN OR OUT OF SCHOOL. EMPLOYMENT RECORD-WHEN, WHERE, FOR WHOM AND NATURE OF WORK. ATTACH LETTER OR 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 CANDIDATE FOR THIS SCHOLARSHIP. ALSO STATE WHY YOU WISH TO PURSUE AND 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. GAVIN HALL 4623 5700 ROAD OLATHE CO 81425 NO RELATION COLLEGE TUITION & EXPENSE 7500 BEN PERFORS 1617 HERMOSA COURT MONTROSE CO 81401 NO RELATION COLLEGE TUITION & EXPENSES. 7500 SCHOLARSHIPS PREVIOUSLY APPROVED 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 NO RELATION SCHOLARSHIPS PREVIOUSLY APPROVED -15000 GAVIN HALL 4623 5700 ROAD OLATHE CO 81425 NO RELATION COLLEGE SCHOLARSHIP 22500 BEN PERFORS 1617 HERMOSA COURT MONTROSE CO 81401 NE RELATION COLLEGE SCHOLARSHIP 37500 OLIVIA HAGAN 15284 6165 ROAD MONTROSE CO 81403 NO RELATION COLLEGE SCHOLARSHIP 15000 SCHOLARSHIPS PREVIOUSLY APPROVED 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 NO RELATION SCHOLARSHIPS PREVIOUSLY APPROVED -75000 14 22141 18 18713 40854 40854 false false false false false false false false false false ACCOUNTING FEES 1600 VANGUARD HIGH-YIELD CORPORATE FUND ADM 174651 164359 VANGUARD INTER-TERM INVEST GRADE FUND 59530 54512 VANGUARD WILLINGTON FUND ADM 78891 99418 VANGUARD EQUITY INCOME FUND 46388 98622 VANGUARD PACIFIC STOCK INDEX FUND ADM 75701 96781 VANGUARD WINDSOR II FUND ADM INV 60086 70643 BLACKROCK ENHANCED GLBL DIVIDEND TRUST 9631 4960 EATON VANCE TAX MANAGED BUY WRITE INCOME FUND 5089 6490 EATON VANCE MANAGED BUY WRITE OPPOR FUND 3350 6165 CBRE CLARION GLOBAL REAL ESTATE INCOME FUND 9584 6516 NONDIVIDEND DISTRIBUTION 890 FOREIGN TAXES 183 INCOME TAXES 562