2024-03-18T14:29:38-04:00 2023-12-31 930572369 BRENNER & COMPANY LLP PO BOX 12746 SALEM OR 973090746 990PF 2023-01-01 931310506 MABEL V ALMQUIST SUHS NO 7J GRADU ASSISTANCE FUND INC MABE 5038738671 C/O KELLEY KELLEY 110 N 2ND AVE SILVERTON OR 97381 DONALD M KELLEY PRESIDENT 5038738671 2024-03-05 DONALD KELLEY 999009999 true JOSH L PURINGTON CPA P00445020 5035858414 2024-03-18 2023 2023-04-26 12:10:37Z X 546691 X X 2733 2733 2733 15824 15824 15824 4392 41628 4392 22949 22949 18557 1960 5286 5286 5286 145 145 145 50 50 50 7441 5481 5481 0 36900 36900 44341 5481 5481 36900 -21392 17468 13076 5228 3171 3175 72296 49813 49813 471301 471878 493703 548825 524862 546691 0 X 602312 602312 -53487 -77450 548825 524862 548825 524862 548825 -21392 353 527786 2924 524862 111.202 SHS AB LARGE CAP GROWTH P 2020-01-01 2023-08-10 9500 8334 1166 1166 8.418 SHS AB SMALL CAP GROWTH P 2021-03-30 2023-08-10 500 715 -215 -215 25.012 SHS CLEARBRIDGE INTERNATIONL P 2020-09-21 2023-08-10 1500 1462 38 38 26.43 SHS INVESCO OPPENHEIMER INT'L P 2017-09-27 2023-08-10 1100 1247 -147 -147 930.027 SHS JP MORGAN EQUITY INCOME P 2020-01-01 2023-08-10 21000 20262 738 738 373.755 SHS T ROWE PRICE INST CONCEN P 2016-01-05 2023-08-10 4500 4029 471 471 9.306 SHS T ROWE PRICE NEW HORIZONS P 2020-06-02 2023-08-10 500 646 -146 -146 95.602 SHS VANGUARD HIGH-YIELD CORPO P 2020-06-02 2023-08-10 500 541 -41 -41 4392 243 243 243 243 false false false false false false false false true OR true false false false false true N/A JERROLD D ALJETS CPA 5038732944 324 HAZEL ST SILVERTON OR 97381 false false false false false false false false false false false false false false false false false false false false DONALD M KELLEY 110 N SECOND STREET SILVERTON OR 97381 PRESIDENT 000.00 0 0 0 CHERYL SPRAUER 110 N SECOND ST SILVERTON OR 97381 DIRECTOR 000.00 0 0 0 MEARA ZABROCKI 110 N SECOND ST SILVERTON OR 97381 DIRECTOR 000.00 0 0 0 NONE NONE THE ORGANIZATION WAS CREATED TO FUND SCHOLARSHIPS FOR WORTHY STUDENTS ATTENDING SILVERTON UNION HIGH SCHOOL. IN THE YEAR 2023, THE FUND PROVIDED 103 STUDENT SCHOLARSHIPS FROM 100 TO 600, TOTALING 36,900. N/A 478373 65159 0 543532 543532 8153 535379 26769 26769 243 243 26526 26526 26526 36900 36900 26526 6210 6210 36900 26526 10374 16584 0 16584 6210 10374 DON KELLEY 110 N 2ND ST SILVERTON OR 973811702 5038738671 PRESCRIBED APPLICATION FORM PROVIDED BY MR. DON KELLEY MUST BE COMPLETED IN FULL. ATTACHMENTS INCLUDE A COMPLETE COLLEGE TRANSCRIPT. MARCH 15, 2023 APPLICANTS MUST BE US CITIZENS, GRADUATES OF SILVERTON UNION HIGH SCHOOL AND FULL TIME UNDERGRADUATE STUDENTS AT ANY PUBLIC/PRIVATE EDUCATIONAL/VOCATIONAL INSTITUTION. ABIGAEL CRAIG PO BOX 370 SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 200 ABIGAIL DUMMER PO BOX 1214 SILVERTON OR 97381 NONE I SCHOLARSHIP 300 ALLISON ROGERS 15496 DEER LN NE SILVERTON OR 97381 NONE I SCHOLARSHIP 200 ANDREA KHIEU 955 CHIKAMIN LOOP SILVERTON OR 97381 NONE I SCHOLARSHIP 300 ANDREW FRONZA 419 EASTVIEW LN SILVERTON OR 97381 RELATED TO BOAR I SCHOLARSHIP 200 ANNA MULLER 140 CHERRY STREET SILVERTON OR 97381 NONE I SCHOLARSHIP 300 ANNE HURLEY 314 S 3RD ST SILVERTON OR 97381 NONE I SCHOLARSHIP 300 ANNIKA ROGERS 15496 DEER LANE NE SILVERTON OR 97381 NONE I SCHOLARSHIP 300 ASHLEY SINN 6331 SCISM RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 700 AUBREY JOHNSON 1012 ENSTAD CT SILVERTON OR 97381 NONE I SCHOLARSHIP 200 AVERY LORD 5455 FOREST RIDGE ROAD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 700 BARRETT TEENEY 5146 IKE MOONEY RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 200 BLAKE DOERFLER 13883 DOERFLER RD SE SILVERTON OR 97381 NONE I SCHOLARSHIP 300 BRANDON METZGER 1940 105TH AVE SALEM OR 97317 NONE I SCHOLARSHIP 600 CADE MANTIE 1737 HAZELNUT LN NE SALEM OR 97317 NONE I SCHOLARSHIP 400 CARLY VON FLUE 11734 EVERGREEN RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 700 CAROLINE ESCALONA DIAZ 308 A ST SILVERTON OR 97381 NONE I SCHOLARSHIP 200 CARSON WAPLES 700 SHELOKUM DR SILVERTON OR 97381 NONE I SCHOLARSHIP 400 CASEY BROOKS 30532 S MCCOWN RD MOLALLA OR 97038 NONE I SCHOLARSHIP 300 CATHERINE HYDE 119 HILLSDALE LN SILVERTON OR 97381 NONE I SCHOLARSHIP 600 CECELIA PETRIK 1119 E MAIN ST SILVERTON OR 97381 NONE I SCHOLARSHIP 400 CHARLES PETRIK 1119 E MAIN ST SILVERTON OR 97381 NONE I SCHOLARSHIP 400 CHLOE HUPP 2791 SILVER FALLS DR SE SILVERTON OR 97381 NONE I SCHOLARSHIP 200 CLAYTON KUENZI 2350 LORENCE RD SILVERTON OR 97381 NONE I SCHOLARSHIP 400 CORY GARLINGHOUSE 21830 ABIQUA RD NE SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 400 COURTNEY ZURCHER 1360 HOWELL PRAIRIE RD SE SALEM OR 97317 NONE I SCHOLARSHIP 400 DEEGAN FLORY 11825 HAZELGREEN RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 300 DREW KUENZI 11005 STATE ST SALEM OR 97317 NONE I SCHOLARSHIP 100 DYLAN SCOTT 123 FOUR OAKS DR SILVERTON OR 97381 NONE I SCHOLARSHIP 700 EFIMYA KUZMIN 2740 SW WESTERN BLVD 206 CORVALLIS OR 97333 NONE I SCHOLARSHIP 300 ELIZABETH FERNANDO CAMPOS 10692 WAGON RD NE MT ANGEL OR 97362 NONE I SCHOLARSHIP 200 ELIZABETH HANSON 32525 S BARLOW RD WOODBURN OR 97071 NONE I SCHOLARSHIP 300 ELIZABETH SCHMITZ 19564 HAINES RD SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 300 ELIZABETH STRAVENS 3104 CROOKED FINGER RD SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 200 EMILY GEHRING 1647 CENTENNIAL DR SILVERTON OR 97381 NONE I SCHOLARSHIP 100 EMILY HYDE 119 HILLSDALE LANE SILVERTON OR 97381 NONE I SCHOLARSHIP 300 EMMA STADELI 12498 PIKE LN NE SILVERTON OR 97381 NONE I SCHOLARSHIP 400 ERIKA CARRASCO 2300 LORENCE RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 200 ERIN TOWERY 11850 STATE ST SALEM OR 97317 NONE I SCHOLARSHIP 700 ETHAN HARTMAN PO BOX 339 SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 300 GALILEA HERNANDEZ 865 SPRUCE ST MT ANGEL OR 97362 NONE I SCHOLARSHIP 200 GRACE DETTWYLER 5582 75TH AVE NE SALEM OR 97305 NONE I SCHOLARSHIP 400 GRACE TRAEGER 450 WEST MAIN ST SILVERTON OR 97381 NONE I SCHOLARSHIP 400 GRACEE BRISTER 121 FOUR OAKS DR SILVERTON OR 97381 NONE I SCHOLARSHIP 200 HANNAH BASHOR 835 CHIKAMIN LOOP SILVERTON OR 97381 NONE I SCHOLARSHIP 400 HAYDEN METZGER 1940 105TH AVE NE SALEM OR 97317 NONE I SCHOLARSHIP 400 HENRY BIELENBERG 6592 PEAKS VIEW RD SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 400 HENRY SCHMITZ 19564 HAINES RD SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 300 HOUSTON KUENZI PO BOX 380 SILVERTON OR 97381 NONE I SCHOLARSHIP 400 JACKSON PFEIFER 109 FOUR OAKS DR SILVERTON OR 97381 NONE I SCHOLARSHIP 600 JADE THAO 822 PIONEER DR SILVERTON OR 97381 NONE I SCHOLARSHIP 200 JADEN BOLAND 1509 N SECOND ST SILVERTON OR 97381 NONE I SCHOLARSHIP 200 JONATHAN VAZQUEZ 550 EAST 14TH AVE UNIT 16 EUGENE OR 97401 NONE I SCHOLARSHIP 400 JOSSLYN AMES 360 W AMANDA ST ROSEBURG OR 97471 NONE I SCHOLARSHIP 300 KAHLEN KIRKHAM 423 S SECOND ST SILVERTON OR 97381 NONE I SCHOLARSHIP 600 KATHERINE FRONZA 419 EASTVIEW LN NE SILVERTON OR 97381 RELATED TO BOAR I SCHOLARSHIP 400 KATHERINE HOWE 459 LONE OAKS LOOP SILVERTON OR 97381 NONE I SCHOLARSHIP 500 KATHRYN SCHURTER 10294 KAUFMAN RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 300 KATRINA TIMMONS 3947 ASH AVE SE SALEM OR 97302 NONE I SCHOLARSHIP 400 KENDRA KUENZI 8381 HOWELL PRAIRIE RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 700 KIRSTEN KUENZI 8522 MACLEAY RD SE SALEM OR 97317 NONE I SCHOLARSHIP 600 KJERSTI MCALLISTER PO BOX 179 SILVERTON OR 97381 NONE I SCHOLARSHIP 300 KYLIE DETTWYLER 6923 RIPPLING BROOK DR SE SALEM OR 97317 NONE I SCHOLARSHIP 400 LEAH KATELEY 316 W CENTER ST SILVERTON OR 97381 NONE I SCHOLARSHIP 200 LEAH TWEDE 1130 95TH AVE NE SALEM OR 97317 NONE I SCHOLARSHIP 300 LILLIAN KELLEY 224 DIGERNESS BLVD SILVERTON OR 97381 RELATED TO BOAR I SCHOLARSHIP 400 LINDSEY SCHMIDT 10285 HAZELGREEN RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 600 LIZETH ESTEVEZ MARTINEZ 1015 MADISON ST SILVERTON OR 97381 NONE I SCHOLARSHIP 200 LUCEA FRONZA 419 EASTVIEW LN SILVERTON OR 97381 RELATED TO BOAR I SCHOLARSHIP 700 LUKE RIVERS NIELSEN ZERVAS PO BOX 765 MILL CITY OR 97360 NONE I SCHOLARSHIP 300 MAGGIE KELLEY 224 DIGERNESS BLVD SILVERTON OR 97381 RELATED TO BOAR I SCHOLARSHIP 400 MARISSA JOHNSTON 3422 SILVER FALLS DR SE SILVERTON OR 97381 NONE I SCHOLARSHIP 300 MELANEE TICKNER PO BOX 1771 SILVERTON OR 97381 NONE I SCHOLARSHIP 400 MORGAN STADELI 3918 CASCADE HWY NE SILVERTON OR 97381 NONE I SCHOLARSHIP 700 NATHAN BARNES 1450 MEADOW AVE SILVERTON OR 97381 NONE I SCHOLARSHIP 600 NATHAN REDMOND-BROWN PO BOX 251 SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 400 OLIVIA ROSBOROUGH 106 WEB ST SILVERTON OR 97381 NONE I SCHOLARSHIP 400 OSCAR MARKS 991 MILL ST SILVERTON OR 97381 NONE I SCHOLARSHIP 200 PHUTHIMETH PING KOONANTHA 830 N MAIN ST UNIT 8 MT ANGEL OR 97392 NONE I SCHOLARSHIP 200 RACHEL NOORDAM 16153 MARQUAM RD NE MT ANGEL OR 97362 NONE I SCHOLARSHIP 300 REID GILLIAM 575 SHELOKUM DR SILVERTON OR 97381 NONE I SCHOLARSHIP 300 RORY TEGEN 5320 FOREST RIDGE RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 200 RYAN GILKISON 9916 S WILDCAT RD MOLALLA OR 97038 NONE I SCHOLARSHIP 300 RYAN REDMAN-BROWN PO BOX 251 SCOTTS MILLS OR 97375 NONE I SCHOLARSHIP 300 RYLEE DOERFLER 3355 E FERNWOOD RD 1034 NEWBERG OR 97132 NONE I SCHOLARSHIP 200 SAGE SCHMIDT 1111 PINE ST SILVERTON OR 97381 NONE I SCHOLARSHIP 200 SAMANTHA RUBY PONCE VELEZ 800 MADISON ST SILVERTON OR 97381 NONE I SCHOLARSHIP 400 SARISSA SCHINDLER 803 APRIL LN SILVERTON OR 97381 NONE I SCHOLARSHIP 400 SOPHIA HARRISON 14627 EVANS VALLEY RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 300 SOPHIA KAPLAN 1637 CENTENNIAL DR SILVERTON OR 97381 NONE I SCHOLARSHIP 400 STEELEY MUCKEN 15673 FOX RD SILVERTON OR 97381 NONE I SCHOLARSHIP 200 STELLA HARRISON 14627 EVANS VALLEY RD NE SILVERTON OR 97381 NONE I SCHOLARSHIP 400 TANNER MUNSON 411 LEWIS ST SILVERTON OR 97381 NONE I SCHOLARSHIP 300 TRENT KUENZI 10440 STATE STREET SALEM OR 97317 NONE I SCHOLARSHIP 300 TREVOR ORTEGA 5391 DOW LANE SILVERTON OR 97381 NONE I SCHOLARSHIP 300 TRILLION HAWLEY 565 SHELOKUM DR SILVERTON OR 97381 NONE I SCHOLARSHIP 400 TYLER MANSUR 640 SHELOKUM DR SILVERTON OR 97381 NONE I SCHOLARSHIP 500 TYLER PFEIFER 109 FOUR OAKS DR SILVERTON OR 97381 NONE I SCHOLARSHIP 300 VIANEY MEZA 10786 MERIDIAN RD NE MT ANGEL OR 97362 NONE I SCHOLARSHIP 300 YESENIA GASPAR 1134 MADISON ST SILVERTON OR 97381 NONE I SCHOLARSHIP 400 ZACHARY KUENZI 16905 HERIGSTAD RD SILVERTON OR 97381 NONE I SCHOLARSHIP 300 ZITLALLIC JUAREZ MORALES 1208 FIR ST SILVERTON OR 97381 NONE I SCHOLARSHIP 400 ZOEE HAILEY 173 STEELHAMMER RD SILVERTON OR 97381 NONE I SCHOLARSHIP 200 36900 14 2733 14 15824 18 4392 22949 22949 false false false false false false false false false false ACCOUNTING FEES 1960 938.145 FIDELITY REAL ESTATE I AT COST 10327 10864 14811.615 BLACKROCK TOTAL RETU AT COST 165665 148561 1647.121 T ROWE PRICE INST CON AT COST 17756 20161 614.017 AB LARGE CAP GROWTH AT COST 34827 56975 2574.949 GOLDMAN SACHS INTERNATIONAL AT COST 33932 35689 214.246 INVESCO OPPENHEIMER INT'L SM AT COST 7640 9165 3153.598 JP MORGAN EQUITY INCOME FUN AT COST 60736 72470 256.919 T ROWE PRICE NEW HORIZONS AT COST 15225 14526 237.174 VICTORY SYCAMORE ESTABLISHED AT COST 9442 11005 175.469 VICTORY SYCAMORE SMALL CAP O AT COST 6454 8494 1.000 ISHARES JP MORGAN USD EMERG M AT COST 92 89 639.000 ISHARES SHORT MATURITY BOND AT COST 31845 32282 1898.513 VANGUARD HIGH-YIELD CORPORA AT COST 10600 10290 145.262 CLEARBRIDGE INTERNATIONAL GR AT COST 8492 8851 892.000 ISHARES CORE US TREASURY BD AT COST 23090 20552 96.314 AB SMALL CAP GROWTH AT COST 8165 5961 136.000 ISHARES MSCI EMERGING MKTS E AT COST 7528 7536 400.000 ISHARES INC CORE MSCI EMKT E AT COST 20062 20232 DIVIDEND RECEIVABLE ADJUSTMENT 2924 EXPENSES MISC EXP 50 50 50 PY DIVIDEND RECEIVABLE ADJUSTMENT 353 INVESTEMENT MANAGEMENT FEES 5286 5286 5286 FEDERAL TAXES 70 70 70 STATE TAXES 75 75 75