2024-05-15T16:44:22Z 2023-12-31 270101501 H AND R BLOCK 438 E MAIN ST MONTROSE CO 81401 990PF 2023-01-01 846328479 MARIA ELIZONDO SCHOLARSHIP TRUST MARI 9702402812 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 DANIEL J LOWENBERG TRUSTEE 9702402812 2024-05-15 true DANIEL LOWENBERG XXX-XX-XXXX true Donald Moreland P00067345 9702499253 2024-05-15 2023 2023-04-26 12:10:37Z X 1680083 X X 119 119 51221 51221 30414 54137 30414 81754 81754 10170 5085 5085 798 399 399 60 30 30 60 30 30 11088 5544 5544 52600 52600 63688 5544 58144 18066 76210 50410 50410 53587 52223 52223 36767 38240 1081569 1017693 1539210 1135156 1157093 1680083 672 672 0 X 1134484 1157093 1134484 1157093 1135156 1157093 1134484 18066 4543 1157093 1157093 CAPITAL GAIN DISTRIBUTIONS P 2021-12-31 2023-12-31 22176 22176 22176 125 ISHARES SELECT DIVIDEND ETF P 2017-08-10 2023-12-19 14747 11534 3213 3213 90 SCHWAB US DIVIDEND ETF P 2012-12-03 2023-12-19 6819 2584 4235 4235 500 VIRTUS EQUITY & CONV INC P 2010-04-26 2023-12-19 10395 9605 790 790 30414 1059 1059 1059 1320 1320 261 261 false false false false false false false true true CO true false 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 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVENUE Montrose CO 81401 TRUSTEE 2.00 5830 DONALD R MORELAND 1675 E NIAGARA ROAD Montrose CO 81401 TRUSTEE 2.00 4340 NONE PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR $15,000 PER ACADEMIC YEAR. RENEWABLE FOR UP TO 4 YEARS. 52600 1589599 39441 0 1629040 1629040 24436 1604604 80230 80230 1059 1059 79171 79171 79171 58144 58144 79171 9070 26024 82106 117200 58144 117200 79171 117200 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 9702402812 ALL APPLICATIONS SHOULD BE SUBMITTED ON AN APPLICATION FORM AVAILABLE AT MESA AND MONTROSE COUNTY HIGH SCHOOLS AND FROM THE BOARD OF TRUSTEES ALONG WITH A TRANSCRIPT AND S.A.T. OR A.C.T. SCORES IF AVAILABLE. MARCH 21 OF EACH YEAR MESA OR MONTROSE COUNTY HIGH SCHOOL GRADUATE IN TOP 10% OF THEIR CLASS. KENNETH GIFFORD 15 EATON COURT MONTROSE CO 81401 NONE TUITION, FEES, BKS,RM & BD 7500 SEYDEANNA DELGADO 3224 RAVENS CREST DRIVE MONTROSE CO 81401 NONE TUITION, FEES, BKS, RM & BD 7550 MADELINE MOHLER 3718 PIAZZA WAY GRAND JUNCTION CO 81506 NONE TUITION, FEES, BKS, RM & BD 7500 KATHERINE BORNER 925 MOUNTAIN VIEW COURT MONTROSE CO 81403 NONE TUITION, FEES, BKS, RM & BD 7500 RYAN FIFE 225 SAGE DRIVE MONTROSE CO 81401 NONE TUITION, FEES, BKS, RM & BD 7500 JAMES CHEEZUM 2249 DEVON COURT MONTROSE CO 81401 NONE TUITION, FEES, BKS, RM & BD 7500 BAILEE RITTERBUSH 833 SHIRAZ DRIVE PALISADE CO 81526 NONE TUITION, FEES, BKS, RM & BD 7550 52600 14 119 14 51221 18 30414 81754 81754 8 SALES OF INVESTMENTS TO ACCOMPLISH EXEMPT PURPOSE false false false false false false false false false false AT&T INC 15824 13424 VERIZON COMMUNICATIONS INC 17440 22620 WARNER BROS DISCOVERY INC SER A 3503 2196 VANGUARD EQUITY INCOME ADMIRAL CL 60609 103872 VANGUARD INTERMEDIATE TERM INVEST GRADE ADMIRAL CL 95760 86079 VANGUARD REAL ESTATE INDEX ADMIRAL XL 60705 80942 VANGUARD HIGH YIELD CORP INVESTOR CL 55000 43669 VANGUARD WELLINGTON ADMIRAL CL 52333 66744 VANGUARD WELLESLEY INCOME ADMIRAL CL 52275 62557 VANGUARD WINDSOR II ADMIRAL CL 43938 88437 BLACKROCK ENHANCED GLOBAL DIVIDEND TRUST 13205 9920 COHEN & STEERS INFRASTRUCTURE FUND INC 14565 13084 EATON VANCE TAX MANAGED BUY WRITE OPPORTUNITIES FUND 16899 15955 FIDELITY FLOATING RATE HIGH INCOME 20611 20484 FIDELITY NEW MARKETS INCOME 50000 37842 PAYDEN GNMA INVESTOR CL 20737 15639 VANGUARD COMMUNICATION SERVICES ETF 13076 17659 VANGUARD FINANCIALS ETF 12732 23065 PCM FUND CF 22240 16716 PIMCO CORP INCOME CF 19822 16133 VIRTUS EQUITY & CONV INC 29909 33456 WARNER BROS DISCOVER 7972 2743 ISHARES SELECT DIVIDEND 35319 86743 REAL ESTATE SELECT SCTR 2344 2884 SCHWAB US DIVIDEND 27562 73085 SELECT STR FINANCIAL 11513 19552 SPDR S&P DIVIDEND ETF 36755 87479 VANGUARD UTILITIES ETF 13061 19190 FIDELITY CONTRAFUND 35000 81159 HARDING LOEVNER GLOBAL ETF 16074 24717 JANUS HENDERSON BALANCED 35000 57013 OAKMARK GLOBAL INVESTOR 35000 47974 SCHWAB HEALTHCARE 25033 30215 SCHWAB TOTAL STOCK MARKET 35000 120150 THORNBURG INT'L 19067 28804 UNDISCOVERED MANAGERS BEHAVIORAL 28577 105249 OFFICE 60 30 30 NONDIVIDEND DISTRIBUTIONS 4543 EXCISE TAX 688 344 344 FOREIGN TAXES 110 55 55