2025-09-15T13:01:26-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990PF 2023-01-01 136029993 JEFFERSON D SHATFORD MEMORIAL TRUST SHAT 9147713238 120 WHITE PLAINS ROAD- SUITE 135 TARRYTOWN NY 10591 KRISTIN STUPPLES VICE PRESIDENT 9147713238 2025-09-15 true true KELLY NELSON P00848947 4126447800 2025-09-15 2023 2025-03-06 01:10:19Z X 8551801 214431 205293 345073 1721268 345073 0 559504 550366 91869 55121 36747 0 0 0 0 0 27025 16215 0 10810 0 0 13118 5208 0 0 0 0 0 0 0 1450 870 580 133462 77414 0 48137 333853 333853 467315 77414 0 381990 92189 472952 0 80019 70586 70586 31681 71652 71652 0 0 0 4190569 4081290 6465310 1386572 1604585 1546948 436099 399235 397305 6124940 6227348 8551801 0 X 6124940 6227348 6124940 6227348 6124940 6227348 6124940 92189 13304 6230433 3085 6227348 1. PRIOR TRUSTEE 2023-01-01 2023-12-31 39228 36486 2742 2742 1. PRIOR TRUSTEE 2020-01-02 2023-12-31 1682040 1339709 342331 342331 345073 6574 0 6574 0 6574 3444 0 6843 10287 0 3713 3713 0 false false false false false false false true true true false false false false true MIDLAND TRUST COMPANY 9147713238 120 WHITE PLAINS ROAD SUITE 135 TARRYTOWN NY 10591 false false false false true false false false false false false false false false false true true false false true false false false false JP Morgan Chase Bank N A 10 S DEARBORN ST MC IL1-0111 CHICAGO IL 60603 TRUSTEE 4 91869 NONE 0 NONE 0 7919549 126969 0 8046518 0 0 8046518 120698 7925820 396291 396291 6574 6574 389717 7541 397258 0 397258 381990 0 0 0 0 381990 397258 328946 0 0 0 0 0 0 0 381990 328946 0 0 53044 0 0 0 0 0 0 0 0 344214 0 0 0 0 0 0 0 0 DIANE OLEAR MIDLAND TRUST CO 120 WHITE PLAINS TARRYTOWN NY 10591 9147713238 SCHOLARSHIP APPLICATION FORM CONTACT FORM DEPENDENT ON THE SCHOOL YEAR OF THE APPLICANT SCHOLARSHIPS FOR RELIGIOUS OR EDUCATIONAL PURPOSES GAVIN HAYES DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 2225 OWEN BURKE DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 2225 SAM INAMURA MEDAVIE HEALTH ED 50 EILEEN STUBBS AVE UNIT 154 DARTMOUTH NOVA SCOTIA CA B3M 0M7 NONE I SCHOLARSHIP 2225 JENNA MASON DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 4450 KEILANA MUNDEN DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 2225 HANS FELIX BIEGER DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 2225 MAKAYLA COOLEN MOUNT SAINT VINCENT UNIVERSITY 166 BEDFORD HWY HALIFAX NOVA SCOTIA CA B3M 2J6 NONE I SCHOLARSHIP 4450 MEGAN BROWN MOUNT SAINT VINCENT UNIVERSITY 166 BEDFORD HWY HALIFAX NOVA SCOTIA CA B3M 2J6 NONE I SCHOLARSHIP 4450 CHELSEA PINNELL NOVA SCOTIA COLLEGE OF ART AND DESIGN 5163 DUKE ST HALIFAX NOVA SCOTIA CA B3J 3J6 NONE I SCHOLARSHIP 4450 MAXWELL BANKS NSCC - AKERLEY CAMPUS 21 WOODLAWN RD DARTMOUTH NOVA SCOTIA CA B2W 2R7 NONE I SCHOLARSHIP 4450 JOHANNA GILLIS NSCC - LUNENBURG CAMPUS 75 HIGH STREET BRIDGEWATER NOVA SCOTIA CA B4V 1V8 NONE I SCHOLARSHIP 4450 NICHOLAS YOUNG NSCC - LUNENBURG CAMPUS 75 HIGH ST BRIDGEWATER NOVA SCOTIA CA B4V 1V8 NONE I SCHOLARSHIP 4450 DAVID BUFFETT NSCC - LUNENBURG CAMPUS 75 HIGH STREET BRIDGEWATER NOVA SCOTIA CA B4V 1V8 NONE I SCHOLARSHIP 4450 WENDY MARSHALL NSCC - LUNENBURG CAMPUS 75 HIGH ST BRIDGEWATER NOVA SCOTIA CA B4V 1V8 NONE I SCHOLARSHIP 4450 MADISON WATERS NSCC - LUNENBURG CAMPUS 75 HIGH ST BRIDGEWATER NOVA SCOTIA CA B4V 1V8 NONE I SCHOLARSHIP 4450 SAVANNAH-LEE THORNE NSCC - LUNENBURG CAMPUS 75 HIGH ST BRIDGEWATER NOVA SCOTIA CA B4V 1V8 NONE I SCHOLARSHIP 4450 CASSANDRA NAUSS CARLETON UNIVERSITY 1125 COLONEL BY DR OTTOWA ONTARIO CA K1S 5B6 NONE I SCHOLARSHIP 4450 CAMERON SAULNIER NSCC - SPRINGHILL (CUMBERLAND CAMPUS) 1 MAIN ST SPRINGHILL NOVA SCOTIA CA B0M 1X0 NONE I SCHOLARSHIP 4450 PIPER AVIS SAINT MARYS UNIVERSITY 923 ROBIE ST HALIFAX NOVA SCOTIA CA B3H 3C3 NONE I SCHOLARSHIP 4450 MOHAMMAD ZEINA SAINT MARYS UNIVERSITY 923 ROBIE ST HALIFAX NOVA SCOTIA CA B3H 3C3 NONE I SCHOLARSHIP 4005 JENNIFER BIRRETT ST FRANCIS XAVIER UNIVERSITY 4130 UNIVERSITY AVE ANTIGONISH NOVA SCOTIA CA B2G 2W5 NONE I SCHOLARSHIP 4450 SHAWN EMMA HAMILL ACADIA UNIVERSITY 15 UNIVERSITY AVE WOLFVILLE NOVA SCOTIA CA B4P 2R NONE I SCHOLARSHIP 4450 GRACE PELLEY ACADIA UNIVERSITY 15 UNIVERSITY AVE WOLFVILLE NOVA SCOTIA CA B4P 2R6 NONE I SCHOLARSHIP 4450 AMBER HASLAM ACADIA UNIVERSITY 15 UNIVERSITY AVE WOLFVILLE NOVA SCOTIA CA B4P 2R6 NONE I SCHOLARSHIP 3338 MAEVE BECKETT QUEENS UNIVERSITY 99 UNIVERSITY AVE KINGSTON ONTARIO CA K7L 3NG NONE I SCHOLARSHIP 4450 CAELEY HASLAM UNIVERSITY OF KENT GILES LANE CANTERBURY KENT UK CT2 7NZ NONE I SCHOLARSHIP 2670 HANNAH STONE AUSTRALIA COLLEGE OF CHRISTIAN STUDIES LEVEL 2/29 GEORGE ST BURWOOD SYDNEY AS NSW 2134 NONE I SCHOLARSHIP 4450 JESSICA HICK DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 2225 EMILY BREMNER DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 3560 LAWSON COOK DALHOUSIE UNIVERSITY 6299 SOUTH STREET HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 4450 ISABEL BINDER DALHOUSIE UNIVERSITY 6299 USOUTH ST HALIFAX NOVA SCOTIA CA B3H 492 NONE I SCHOLARSHIP 2225 VICTORIA FOSTER MOUNT SAINT VINCENT UNIVERSITY 16 BEDFORD HIGHWAY HALIFAX NOVA SCOTIA CA B3M 2J6 NONE I SCHOLARSHIP 4450 ELLA ALLEN-TANNER MOUNT ALLISON UNIVERSITY 62 YORK ST SACKVILLE NEW BRUNSWICK CA E4L 1E2 NONE I SCHOLARSHIP 4450 JASMINE PANNOZZO-ODDY MOUNT ALLISON UNIVERSITY 62 YORK ST SACKVILLE NEW BRUNSWICK CA E4L 1E2 NONE I SCHOLARSHIP 4450 SAM SMITH ST MARYS UNIVERSITY 923 ROBIE ST HALIFAX NOVA SCOTIA CA B3H 3C3 NONE I SCHOLARSHIP 4005 NAOMI BLACK KINGS COLLEGE 1555 CASSIL PLACE LOS ANGELES CA 90028 NONE I SCHOLARSHIP 4450 RUBY TATE MOUNT ALLISON UNIVERSITY 65 YORK ST SACKVILLE NEW BRUNSWICK CA E4L 1E4 NONE I SCHOLARSHIP 4450 FIONN CLANCY DALHOUSIE UNIVERSITY 6260 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 1T8 NONE I SCHOLARSHIP 2225 REBECCA FENNER DALHOUSIE UNIVERSITY 6260 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 1T8 NONE I SCHOLARSHIP 2225 JOHANNA TURTON MCGILL UNIVERSITY 805 RUE SHERBROOK O MONTREAL QUEBEC CA H3A 0B9 NONE I SCHOLARSHIP 4450 DANIELLE NAEREBOUT NSCC-WATERFRONT CAMPUS 80 MAWIOMI PL DARTMOUTH NOVA SCOTIA CA B2Y 0A5 NONE I SCHOLARSHIP 2225 LINDSAY WALKER UNIVERSITY OF CALGARY 2500 UNIVERSITY DR CALGARY ALBERTA CA T2N 1N4 NONE I SCHOLARSHIP 4450 MACKENZIE MURPHY ST FRANCIS XAVIER UNIVERSITY 5005 CHAPEL SQ ANTIGONISH NOVA SCOTIA CA B2G 2W5 NONE I SCHOLARSHIP 2225 SAWYER DIEPENVEEN ST MARYS UNIVERSITY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 NONE I SCHOLARSHIP 4450 MARIA MACLEAN-GUY DALHOUSIE UNIVERSITY 6299 SOUTH ST Halifax NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 4450 LAURELL GAGNON ST MARYS UNIVERSITY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 NONE I SCHOLARSHIP 4450 MATTHEW WATERS ST MARYS UNIVERSITY ONE CAMINO SANT MARIA SAN ANTONIO TX 78228 NONE I SCHOLARSHIP 2225 CALLIN WESTHAVER ST MARYS UNIVERSITY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 NONE I SCHOLARSHIP 3004 JEREMY MACLEAN ACADIA UNIVERSITY 15 UNIVERSITY AVE WOLFVILLE NOVA SCOTIA CA B4P 2RS NONE I SCHOLARSHIP 4450 GEORGIA NIGHTINGALE ACADIA UNIVERSITY 15 UNIVERSITY AVE WOLFVILLE NOVA SCOTIA CA B4P 2RS NONE I SCHOLARSHIP 3338 OLIVER STONE WORD OF LIFE BIBLE INSTITUTE 4200 GLENDALE RD POTTERSVILLE NY 12860 NONE I SCHOLARSHIP 4450 HUBBARDS AREA FOOD BANK 500 OBITOR DR BLDG 2 STE 400 MISSISSAUGA ONTARIO CA L4W 4Y5 NONE PC GENERAL 9000 HUBBARDS AREA RECREATIONAL ASSOC ST MARGARETS BAY RD QUEENSLAND NOVA SCOTIA CA B0J 1T0 NONE PC GENERAL 2500 CALLUM SMITH ST MARYS UNIVERSITY 923 ROBIE ST HALIFAX NOVA SCOTIA CA B3H 3C3 NONE I SCHOLARSHIP 4450 CONNOR MACDONALD DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 4450 CRAIG WEAGLE ST MARYS UNIVERSITY 923 ROBIE ST HALIFAX NOVA SCOTIA CA B3H 3C3 NONE I SCHOLARSHIP 3560 DOMINICK LOWE ST MARYS UNIVERSITY 923 ROBIE ST HALIFAX NOVA SCOTIA CA B3H 3C3 NONE I SCHOLARSHIP 3338 GRACE HIRSCH NSCAD UNIVERSITY 5163 DUKE ST HALIFAX NOVA SCOTIA CA B3J 3JG NONE I SCHOLARSHIP 4450 HANNAH DIEPENVEEN ACADIA 15 UNIVERSITY AVE WOLFVILLE NOVA SCOTIA CA B4P 2RS NONE I SCHOLARSHIP 4450 JAMES MARCHAND ST FRANCES XAVIER UNIVERSITY 5 COLLICUTT RD PO BOX 560 CHESTER NOVA SCOTIA CA B2G 2W5 NONE I SCHOLARSHIP 4450 JILLIAN RUSSELL UNIVERSITY OF NEWFOUNDLAND 230 ELIZABETH AVE ST JOHNS NEWFOUNDLAND CA A1B 3X9 NONE I SCHOLARSHIP 3560 KALEIGH RENNIE MOUNT SAINT VINCENT UNIVERSITY 166 BEDFORD HIGHWAY HALIFAX NOVA SCOTIA CA B3M 2J6 NONE I SCHOLARSHIP 4450 LARKIN YEADON MOUNT SAINT VINCENT UNIVERSITY 166 BEDFORD HWY HALIFAX NOVA SCOTIA CA B3M 2J6 NONE I SCHOLARSHIP 4450 MADDISON HOGUE ST FRANCES XAVIER UNIVERSITY 5 COLLICUT RD PO BOX 560 CHESTER NOVA SCOTIA CA B2G 2W5 NONE I SCHOLARSHIP 4450 MEGAN KENNIE MOUNT SAINT VINCENT UNIVERSITY 166 MEDFORD HWY HALIFAX NOVA SCOTIA CA B3M 2J6 NONE I SCHOLARSHIP 4450 NATALIE INAMURA UNIVERSITE DE SHERBROOKE 200 DE LUNIVERSITE BOUL SHERBROOKE QUEBEC CA J1K 2R1 NONE I SCHOLARSHIP 8950 ROBYN HIRSCH DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 4450 SARAH PERRIER ST MARYS UNIVERSITY 923 ROBIE ST HALIFAX QUEBEC CA B3H 3C3 NONE I SCHOLARSHIP 4450 TIM NAEREBOUT ST FRANCES XAVIER UNIVERSITY 5 COLLICUTT RD PO BOX 560 CHESTER NOVA SCOTIA CA B2G 2W5 NONE I SCHOLARSHIP 4450 ZACHARY MACLEAN-GUY DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 4450 CALEB EHLER DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 3560 CAMERON LONGLEY DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 4450 CATHERINE JOHNSON 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE I SCHOLARSHIP 4450 ELIZABETH SCHWARTZ SOUTH SHORE COMMUNITY SERVICE ASSN PO BOX 560 CHESTER NOVA SCOTIA CA B0J 1J0 NONE I SCHOLARSHIP 4450 JASON FOSTER UNIVERSITY OF NEW BRUNSWICK 3 BAILEY DR FREDERICTION NEW BRUNSWICK CA E3A 1H3 NONE I SCHOLARSHIP 4450 KALEIGH LANG DALHOUSIE UNIVERSITY 6299 SOUTH ST HALIFAX NOVA SCOTIA CA B3H 4R2 NONE 1 SCHOLARSHIP 4450 LIAM DOUCETTE UNIVERSITY OF ICELAND SAEMUNDARGTA 2 REYKJAVIK REYKJAVIK IC 101 NONE I SCHOLARSHIP 4450 MACKENZIE FOSTER ST MARYS UNIVERSITY 923 ROBIE STREET HALIFAX NOVA SCOTIA CA B3H 3C3 NONE I SCHOLARSHIP 4450 REBECCA COHOLAN ATLANTIC SCHOOL OF THEOLOGY 600 FRANCKLYN ST HALIFAX NOVA SCOTIA CA B3H 3B5 NONE I SCHOLARSHIP 3560 SCOTT WAEGLE ST MARYS UNIVERSITY 923 ROBIE ST HALIFAX NOVA SCOTIA CA B3H 3C3 NONE I SCHOLARSHIP 1780 TANNER HOGUE MOUNT SAINT VINCENT UNIVERSITY 166 BEDFORD HWY HALIFAX NOVA SCOTIA CA B3M 2J6 NONE I SCHOLARSHIP 4450 TEIGAN LABOR LAKEHEAD UNIVERSITY 955 OLIVER RD THUNDER BAY ONTARIO CA P7B 5E1 NONE I SCHOLARSHIP 2225 HUBBARDS AREA LIONS CLUB 43 LIONS CLUB RD HUBBARDS NOVA SCOTIA CA B0J 1T0 NONE PC GENERAL 5350 333853 14 214431 18 345073 559504 559504 false false false false false false false false false false HUBBARDS AREA LIONS CLUB 2023-12-14 5350 CHRISTMAS HAMPER PROGRAM FOOD AND PANTRY ITEM COLLECTION VANGUARD TTL BD MKT 333487 342684 CANADIAN DOLLAR 1173 908 VANGUARD TTL INTL BN SIX CIRCLES ULTR SHR 93761 92657 LORD ABBETT HIGH YIE 153502 152060 SIX CIRCLES GLOBAL B 354359 295262 SIX CIRCLES CREDIT O 157394 151458 VANGUARD TOTAL INTL 167642 167841 VANGUARD LONG-ERM TREASURY ETF 258254 258734 VANGUARD INT-TERM CORPORATE 85013 85344 ISHARES MSCI EAFE ET 276769 379689 SPDR S&P 500 ETF TRU 832240 2309056 FIDELITY 500 INDEX F 787520 1176709 SIX CIRCLES US UNCON 773314 1064844 SIX CIRCLES INTL UNC 591252 656769 FIDELITY INTL INDX-I 128004 151633 JPMORGAN BETABUILDER JAPAN ETF 290613 289858 JPMORGAN BETABUILDER CANADA 80355 110671 JPMORGAN BETABUILDER DEVELO 161125 153481 JPMORGAN BETABUILDER EUROPE ET 160098 172600 BLACKSTONE ALT MULTI AT COST 212399 207928 BLACKROCK EVNT DRVN NEUBERGER BERMAN LON AT COST 71300 83043 PIMCO MRTG OPP & BND AT COST 73700 64625 AMERICAN BEACON AHL MGD-R5 AT COST 41836 41709 LEGAL FEES - PRINCIPAL (ALLOCA 27025 16215 10810 2023 TRANSACTION POSTED IN 2024 3085 OTHER NON-ALLOCABLE EXPENSE - 250 150 100 OTHER NON-ALLOCABLE EXPENSE - 1200 720 480 2022 TRANSACTIONS POSTED IN 2023 13142 RECOVERY OF PRIOR YEAR GRANTS 0 ROUNDING 0 MISCELLANEOUS BALANCING ADJUSTMENT 162 FEDERAL TAX PAYMENT - PRIOR YE 4466 0 0 FEDERAL ESTIMATES - INCOME 3444 0 0 FOREIGN TAXES ON QUALIFIED FOR 4599 4599 0 FOREIGN TAXES ON NONQUALIFIED 609 609 0