2024-03-15T13:57:20-05:00 2023-12-31 562308153 PINNACLE CONSULTING GROUP LLC 1585 ALLOUEZ AVE SUITE 3 GREEN BAY WI 543116268 990PF 2023-01-01 277117967 THE HELEN BATES SCHOLARSHIP FUND C/O WARD BACON TTEE HELE 9203702831 2068 NORFIELD ROAD SUAMICO WI 54173 WARD BACON TREASURER 9203702831 2024-03-09 1 WARD BACON XXX-XX-XXXX 1 TIMOTHY R WELTZIEN P00102420 9204069628 2024-03-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 583776 X X 28912 28912 33526 33526 7489 106363 106363 106363 168801 168801 0 0 0 1090 1090 0 1543 0 0 32907 32907 0 35540 33997 0 32625 32625 68165 33997 32625 100636 134804 181545 328776 328776 186258 139663 255000 367803 468439 583776 0 0 X 0 0 0 0 367803 468439 367803 468439 367803 468439 367803 100636 0 468439 0 468439 MR. BRIGHTSIDE LLC P 106363 106363 106363 106363 1874 0 1874 0 1874 0 0 0 0 0 0 1874 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 NONE WARD BACON CO-TRUSTEE 9203702831 2068 NORFIELD ROAD SUAMICO WI 54173 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WARD BACON 2068 NORFIELD ROAD SUAMICO WI 54173 CO-TRUSTEE 1.00 0 0 0 ESTHER WENRICH 841 HIGHLAND AVENUE 211 JERICHO MANOR JENKINTOWN PA 19046 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 SCHOLARSHIP PAID ON BEHALF OF JOSHUA ADLER, A NESHAMINY HIGH SCHOOL GRADUATE 5000 SCHOLARSHIP PAID ON BEHALF OF SOPHIE HUFFERT, A NESHAMINY HIGH SCHOOL GRADUATE 3000 SCHOLARSHIP PAID ON BEHALF OF DELIA OSTERHOLDT, A NESHAMINY HIGH SCHOOL GRADUATE 3750 SCHOLARSHIP PAID ON BEHALF OF MADISON KUSIENSKI, A NESHAMINY HIGH SCHOOL GRADUATE 5000 0 0 339380 255000 594380 0 0 594380 8916 585464 29273 29273 1874 1874 27399 0 27399 0 27399 32625 0 32625 27399 0 0 8179 3042 13331 5205 8249 38006 32625 0 0 0 27399 5226 0 0 43232 0 0 0 0 0 0 8179 35053 3042 13331 5205 8249 5226 WARD BACON 2068 NORFIELD ROAD SUAMICO WI 54173 9203702831 VERBAL RECOMMENDATION OF NESHAMINY HIGH SCHOOL PRINCIPAL, TEACHER, OR COUNSELOR. NONE STUDENT MUST BE A GRADUATING SENIOR FROM NESHAMINY HIGH SCHOOL IN LANGHORNE, PA. STUDENT MUST HAVE EXHIBITED COMMENDABLE CHARACTER, EFFORT, AND ACADEMIC ACHIEVEMENT THROUGHOUT THEIR HIGH SCHOOL CAREER, BEEN ACCEPTED BY AN ACCREDITED FOUR YEAR COLLEGE, AND HAVE MODEST FINANCIAL RESOURCES. CARLY GROSS 987 ITHAN LANE LANGHORNE PA 19047 NONE N/A SCHOLARSHIP PAID 2000 JOSHUA ADLER 40 TULIP TREE ROAD LEVITTOWN PA 19056 NONE N/A SCHOLARSHIP PAID 5000 MADISON KUSIENSKI 356 FOX HOLLOW DRIVE LANGHORNE PA 19047 NONE N/A SCHOLARSHIP PAID 5000 SOPHIE HUFFERT 625 S BELLEVUE AVE LANGHORNE PA 19047 NONE N/A SCHOLARSHIP PAID 3000 TIFFANY CORCORAN 219 COBALT RIDGE DRIVE SOUTH LEVITTOWN PA 19057 NONE N/A SCHOLARSHIP PAID 2000 ALYSSA PORTER 18 CHILTON ROAD LANGHORNE PA 19047 NONE N/A SCHOLARSHIP PAID 2500 DELIA OSTERHOLDT 294 NEWGATE ROAD LANGHORNE PA 19047 NONE N/A SCHOLARSHIP PAID 3750 MARLENE MOORE 406 TIMOTHY DRIVE FEASTERVILLE PA 19053 NONE N/A SCHOLARSHIP PAID 1875 GABRIELLE GUTIERREZ 525 S BELLEVUE AVE LANGHORNE PA 19047 NONE N/A SCHOLARSHIP PAID 2500 KATHRINE OFFENBECK 16 SANDYBROOK DRIVE LANGHORNE PA 19047 NONE N/A SCHOLARSHIP PAID 2500 KATHERYN WEINER 21 FIRTREE ROAD LEVITTOWN PA 19056 NONE N/A SCHOLARSHIP PAID 2500 32625 0 14 28912 531120 7489 531120 106363 113852 28912 0 142764 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1090 1090 0 INVESTMENT IN MR. BRIGHTSIDE, LLC AT COST 139663 255000 MISSION TO POLAND 6200 6200 0 TRAVEL 650 650 0 BANK FEES 20 20 0 MR. BRIGHTSIDE, LLC 26037 26037 0 EXCISE TAX ON INVESTMENT INCOME 1543 0 0