2024-08-07T09:14:19-05:00 2023-12-31 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990PF 2023-01-01 271153971 THE HESBURGH-YUSKO SCHOLARS FOUNDATION HESB 9194231812 2121 NORTH LAKESHORE DRIVE CHAPEL HILL NC 27514 STACEY M YUSKO PRESIDENT 9194231812 2024-08-06 1 1 ELIZABETH MAUCH P01988953 9199428700 2023 2024-08-08 14:25:15Z X 3353261 X X 122128 122128 122128 5587 830607 5587 10 127715 127715 122138 0 0 0 0 3395 0 0 1698 1792 192 0 0 1948 1720 0 64 7135 1912 0 1762 150000 150000 157135 1912 0 151762 -29420 125803 122138 793844 42211 42211 662344 943676 943676 1880006 2324357 2367374 42496 42496 3336194 3310244 3353261 0 0 X 0 0 0 0 3336194 3310244 3336194 3310244 3336194 3310244 3336194 -29420 3470 3310244 0 3310244 UBS - 15 SHS -UNTS FT DIVSD EQ STRTG 2023-01-19 146 136 10 10 UBS - 862 SHS -UNTS FT DIVSD EQ STRTG 2023-01-19 8419 8629 -210 -210 UBS - 4700 SHS - AG ETRACS NYSE PICKENS CORE 2020-01-14 2023-06-16 100341 99791 550 550 UBS CORE SAVINGS PROM 2023-10-02 716464 716464 0 0 CAPITAL GAINS DIVIDENDS P 5237 5237 5237 5587 10 1749 0 1749 0 1749 2854 0 0 0 2854 0 1105 1105 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 1 0 0 0 1 HESBURGH-YUSKO.ORG STACEY M YUSKO 9194231812 2121 N LAKESHORE DR CHAPEL HILL NC 27514 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK W YUSKO 2121 N LAKESHORE DRIVE CHAPEL HILL NC 27514 PRESIDENT AND TREASURER 10.00 0 0 0 STACEY M YUSKO 2121 N LAKESHORE DRIVE CHAPEL HILL NC 27514 VP AND SECRETARY 1.00 0 0 0 SARA YUSKO MADDEN 106 WINDHOVER DRIVE CHAPEL HILL NC 27514 AT LARGE MEMBER 0.00 0 0 0 JACK YUSKO 670 5TH AVENUE SAN FRANCISCO CA 94118 AT LARGE MEMBER 0.00 0 0 0 NONE 0 NONE 0 THE HESBURGH-YUSKO SCHOLARS PROGRAM IS THE FIRST MERIT-BASED AND ENRICHMENT SCHOLARSHIP PROGRAM AT THE UNIVERSITY OF NOTRE DAME, BUT THE BENEFITS FOR SCHOLARS FAR EXCEED THE MONETARY AWARD. THE PROGRAM IS ALSO A LEADERSHIP DEVELOPMENT PROGRAM THAT ENGAGES STUDENTS THROUGHOUT THE ACADEMIC YEAR AND SUMMER.SCHOLARSHIP AWARD:EACH HESBURGH-YUSKO SCHOLAR RECEIVES FOUR YEARS OF MERIT SCHOLARSHIP AWARDS OF $25,000 PER YEAR ($100,000 OVER FOUR YEARS) TOWARD THE COST OF ATTENDING NOTRE DAME. SCHOLARS ENROLLED IN FIVE-YEAR UNDERGRADUATE PROGRAMS, SUCH AS IN SCHOOL OF ARCHITECTURE, MAY RECEIVE SPECIAL CONSIDERATION FOR CONTINUED FUNDING THROUGH THEIR FIFTH YEAR.SUMMER ENRICHMENT EXPERIENCES:SCHOLARS PARTICIPATE IN FOUR FULLY FUNDED SUMMER ENRICHMENT EXPERIENCES, BEGINNING THE SUMMER PRIOR TO THEIR FIRST YEAR. THESE SUMMER EXPERIENCES OFFER HESBURGH-YUSKO SCHOLARS UNPARALLELED OPPORTUNITIES TO DEVELOP AND EXPLORE PASSIONS OUTSIDE OF THE CLASSROOM. 151762 0 2252985 999755 0 3252740 0 0 3252740 48791 3203949 160197 X 151762 0 151762 2010-10-01 X 122138 45694 159811 78762 406405 103817 38840 135839 66948 345444 151762 407945 251490 760485 1571682 0 0 0 0 0 151762 407945 251490 760485 1571682 0 0 106798 126088 116391 89968 439245 0 0 0 0 MARK W YUSKO STACEY M YUSKO X NOTRE DAME SCHOLARSHIP FUND 112 N NOTRE DAME AVE SOUTH BEND IN 46556 NONE PC TO PROVIDE SCHOLARSHIP FUNDS. 150000 150000 0 14 122128 18 5587 0 127715 0 127715 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3395 0 0 1698 MUTUAL FUNDS FMV 934810 772456 PARTNERSHIPS FMV 379303 561629 EQUITIES FMV 975603 996370 OTHER INVESTMENTS FMV 34641 36919 BANK FEES 164 0 0 0 INVESTMENT EXPENSE K-1 1720 1720 0 0 SUPPLIES 64 0 0 64 TIMING DIFFERENCE PMF REI DISTRIBUTIONS 3470 EXCISE TAXES 1600 0 0 0 FOREIGN TAXES 192 192 0 0