2024-11-05T08:01:24-06:00 2024-06-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-07-01 351890053 DEEGAN MARY JEAN SCHOLAR FD PFDN TW DEEG 2166890416 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2166890416 2024-10-01 true true JEFFREY E KUHLIN P00353001 4123556000 2024-10-01 X 2023 2024-10-15 13:58:12Z X 118160 X 3471 3469 477 5035 477 0 3948 3946 1054 791 264 0 0 0 0 0 0 1050 0 0 1050 0 0 49 23 0 0 0 0 0 0 0 2153 814 0 1314 0 0 2153 814 0 1314 1795 3132 0 792 4722 4722 0 0 0 102085 99951 113438 102877 104673 118160 0 X 102877 104673 102877 104673 102877 104673 102877 1795 1 104673 0 104673 190.01 TIAA-CREF LARGE-CAP VALUE INDEX $0.327 2023-08-04 4408 3440 968 968 22. VANGUARD FTSE DEV MKTS ETF $1.11400 2021-04-14 2023-08-04 1024 1118 -94 -94 CAPITAL GAIN DIVIDENDS P 87 CAPITAL GAIN DIVIDENDS P 87 477 44 0 44 0 44 0 0 0 0 44 0 0 false false false false false false false true true IN true false false false false true KEYBANK NATIONAL ASSOCIATION 2166890416 4900 TIEDEMAN RD OH-01-49-0150 BROOKLYN OH 441442302 false false false false true false false false false false false false false false false true false false false false false false false GLEN GRUNDMAN CO KEYBANK N A 100 PUBLIC SQUARE CLEVELAND OH 44113 COMMITTEE MEMBER 1 0 JOE DUNBAR CO KEYBANK N A 100 PUBLIC SQUARE CLEVELAND OH 44113 COMMITTEE MEMBER 1 0 DR MARILYN SKINNER CO KEYBANK N A 100 PUBLIC SQUARE CLEVELAND OH 44113 COMMITTEE MEMBER 1 0 KEYBANK N A 127 PUBLIC SQUARE CLEVELAND OH 44114 TRUSTEE 1 1054 NONE 0 NONE 0 111806 0 0 111806 0 0 111806 1677 110129 5506 5506 44 44 5462 0 5462 0 5462 1314 0 0 0 0 1314 5462 0 0 0 0 0 0 2727 2727 1314 0 0 0 1314 0 2727 2727 0 0 0 0 0 1421 0 0 0 0 0 0 0 0 KEY PRIVATE BANK ATTN AGNES MAROU 100 PUBLIC SQUARE MC OH-01-10-093 CLEVELAND OH 44113 2166890416 APPLICATION FORM AVAILABLE ON REQUEST; MUST ATTACH TRANSCRIPT OF GRADES MARCH 31 RECIPIENTS MUST BE NEEDY, SINGLE WOMEN IN GOOD SCHOLASTIC STANDING; THEY MUST RESIDE IN HOWARD COUNTY AND BE ENROLLED OR PLANNING TO ENROLL IN ANY ACCREDITED COLLEGE. 14 3471 18 477 3948 3948 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1050 1050 SEE ATTACHED 921943858 VANGUARD FTSE DEV MK AT COST 8827 10032 922042858 VANGUARD FTSE EMERGI AT COST 4083 4332 464287804 ISHARES CORE S&P SMA AT COST 2924 3626 998142406 CHARITABLE CORE FIXE AT COST 38282 34008 87244W664 TIAA-CREF LARGE-CAP AT COST 4674 9317 464287507 ISHARES CORE S&P MID AT COST 2954 4096 921910600 VANGUARD US GROWTH F AT COST 2460 7722 CTCFI0009 CHARITABLE INCOME FU AT COST 20026 17460 922908710 VANGUARD 500 INDEX F AT COST 15721 22845 000000000 MISCELLANEOUS ENTRY ROUNDING 1 FOREIGN TAXES 11 11 0 FEDERAL TAX PAYMENT - PRIOR YE 26 0 0 FOREIGN TAXES ON NONQUALIFIED 12 12 0