2024-05-14T08:17:27-07:00 2022-12-31 411607780 PERFETTI & OBERG LTD 2817 ANTHONY LANE S SUITE 101 ST ANTHONY MN 55418 990PF 2022-01-01 416287586 WELSHONS FAMILY SCHOLARSHIP TRUST WELS 6513043501 1250 NORTH FRONTAGE ROAD HASTINGS MN 55033 RICHARD WELSHONS TRUSTEE 6513043501 2023-05-15 true RICHARD WELSHONS XXX-XX-XXXX true Linda M Oberg P01369174 6122063080 2024-05-14 0 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X 239820 X X 31 31 6275 6275 17239 175542 17239 0 0 0 23545 23545 0 0 835 0 472 105 0 0 1307 105 0 11000 11000 12307 105 11000 11238 23440 0 5282 5555 5555 0 0 256239 255425 234265 0 0 0 0 0 0 261521 260980 239820 0 0 0 0 0 X 300655 239820 -39134 21160 261521 260980 261521 260980 261521 11238 272759 11779 260980 PUBLICLY TRADED SECURITIES SHORT TERM P 2022-01-01 2022-12-31 32243 0 36263 -4020 0 0 0 -4020 CAPITAL GAIN DISTRIBUTIONS P 2021-01-01 2022-12-31 4718 0 0 4718 0 0 0 4718 PUBLICLY TRADED SECURITIES LONG TERM P 2021-01-01 2022-12-31 138581 0 122040 16541 0 0 0 16541 17239 -4020 326 0 326 0 326 0 326 0 false false false false false false false true true true false false false false true N/A WELSHONS BROTHERS COMPANY 6513043501 1250 NORTH FRONTAGE ROAD HASTINGS MN 55033 false false false false false false false false false false false false false false false false false false false false RICHARD WELSHONS TRUSTEE 1250 NORTH FRONTAGE ROAD HASTINGS MN 55033 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 PROVIDING COLLEGE SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS 11000 267460 5419 0 272879 0 0 272879 4093 268786 13439 13439 326 326 13113 13113 13113 11000 11000 13113 2101 273 4754 567 7695 11000 0 11000 0 7695 0 0 0 2113 2101 5594 273 4754 0 567 0 NA NA WELSHONS BROTHERS COMPANY 1250 NORTH FRONTAGE ROAD HASTINGS MN 55033 6513043501 N/A NONE LIMITED TO HASTINGS HIGH SCHOOL STUDENTS LILLIAN HILO 1183 36TH STREET WEST HASTINGS MN 55033 NONE NONE SCHOLARSHIP 3500 LILLIAN HAYES 701 FULTON STREET SE MINNEAPOLIS MN 55455 NONE NONE SCHOLARSHIP 3500 ALINA SOKOLOVA CONCORDIA COLLEGE MOORHEAD MN 56562 NONE NONE SCHOLARSHIP 2500 BETHLE RADIATE 1374 NORTH FRONTAGE ROAD HASTINGS MN 55033 NONE NONE SCHOLARSHIP 1500 11000 0 31 14 6275 14 4718 12521 10993 12552 23545 3 PROVIDE FUNDS FOR THE SCHOLARSHIPS 8 PROVIDE FUNDS FOR THE SCHOLARSHIPS false false false false false false false false false false LEWIS KISCH & ASSOCIATES TAX PREPARATION 835 PUBLICLY TRADED SECURITIES 170824 158303 12521 CAPITAL GAINS DISTRIBUTIONS 4718 0 4718 AMERICAN FUNDAMENTAL INV F3 7812 7373 AMERICAN NEW WORLD F3 9883 9625 BRIDGE BUILDER CORE BOND 34222 29238 BRIDGE BUILDER CORE PLUS BOND 40487 33961 BRIDGE BUILDER INTL EQUITY 10903 9843 BRIDGE BUILDER LARGE GROWTH 29325 29876 BRIDGE BUILDER LARGE VALUE 31438 30848 BRIDGE BUILDER SMALL/MID GROWTH 9425 9348 BRIDGE BUILDER SMALL/MID VALUE 15650 13896 DODGE & COX INTL STOCK I 11110 12148 INVESCO EQV INTL EQUITY 13345 11978 ISHARES MSCIEAFESMALL CAP 5971 4914 MAINSTAY MACKAY HIGH YD 7750 7330 MFS EMERGING MARKETS 6392 4884 MFS MA INVESTORS TRUST R6 5283 4791 PRIMCO INTL BOND 4991 4761 PT POLARIS FOR VALUE SM CAP R6 2663 2396 VANGUARD FTSE EMERGING MKT 8775 7055 ADJUST BEGINNING OF YEAR BOOK VALUE 11779 FOREIGN TAXES PAID 105 105 TAX BASED ON INVESTMENT INCOME 367