2026-04-16T14:01:42-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2025-01-01 236934996 W MARSHALL HUGHES JR HUGH 8042737445 PO BOX 919798 ORLANDO FL 328919798 TRUIST BANK DIRECTOR 8042737445 2026-03-25 true RICHARD RALEIGH P00382844 4014573839 2026-03-25 2025 2025-03-06 01:10:19Z X 4961604 3542 X 114190 112528 333049 2728576 333049 0 450781 445577 46330 23165 23165 0 0 0 0 0 0 0 0 8123 843 0 0 0 0 0 0 0 54453 24008 0 23165 116068 116068 170521 24008 0 139233 280260 421569 0 12708 980 980 131111 132728 132728 0 0 0 574502 579063 597368 3309847 3607057 4230528 4028168 4319828 4961604 0 X 4028168 4319828 4028168 4319828 4028168 4319828 4028168 280260 13439 4321867 2039 4319828 57.577 ARTISAN INTL VALUE FUND-INS 2024-05-14 2025-02-05 2823 2851 -28 -28 177.943 DFA INTERNATIONAL CORE EQUITY 2 2023-02-22 2025-02-05 2872 2541 331 331 9910.757 DODGE & COX INCOME FUND 2020-09-01 2025-02-05 124380 144021 -19641 -19641 134.132 DOUBLELINE TTL RTRN BND-R6 2022-12-13 2025-02-05 1175 1206 -31 -31 5. INVESCO S&P 500 EQUAL WEIGHT ETF 2024-08-05 2025-02-05 907 817 90 90 27.874 PRINCIPAL MIDCAP FUND-R6 2024-12-12 2025-02-05 1307 1311 -4 -4 3.691 EATON VANCE-ATLANTA SMID-R6 2025-02-05 2025-03-06 149 157 -8 -8 89.161 EATON VANCE-ATLANTA SMID-R6 2024-05-14 2025-03-06 3594 3787 -193 -193 3334.689 EATON VANCE-ATLANTA SMID-R6 2020-06-29 2025-03-06 134421 113273 21148 21148 6633.214 OSTERWEIS STRATEGIC INC FD I 2024-05-14 2025-04-11 72766 73695 -929 -929 3036.476 OSTERWEIS STRATEGIC INC FD I 2024-12-12 2025-04-11 33310 34130 -820 -820 160.383 ARTISAN INTL VALUE FUND-INS 2024-05-14 2025-04-23 7947 7941 6 6 794.62 DFA INTERNATIONAL CORE EQUITY 2 2023-02-22 2025-04-23 13294 11347 1947 1947 30.026 DFA US SMALL CAP PORTFOLIO 2025-02-05 2025-04-23 1283 1528 -245 -245 358.673 DFA US SMALL CAP PORTFOLIO 2022-12-13 2025-04-23 15330 14307 1023 1023 4067.871 DODGE & COX INCOME FUND 2022-03-17 2025-04-23 50645 54387 -3742 -3742 3577.943 DOUBLELINE TTL RTRN BND-R6 2022-12-13 2025-04-23 31307 31725 -418 -418 740.197 GOLDMAN SACHS GQP PRT INTL-R6 2024-05-14 2025-04-23 15744 16921 -1177 -1177 344. ISHARES CORE TOTAL US BOND MKT ETF 2024-05-14 2025-04-23 33630 33231 399 399 833. ISHARES CORE TOTAL US BOND MKT ETF 2024-12-12 2025-04-23 81434 81688 -254 -254 198. ISHARES RUSSELL MIDCAP ETF 2025-03-06 2025-04-23 16289 17085 -796 -796 145. ISHARES 10-20 YEAR TREASURY BOND ETF 2024-08-05 2025-04-23 14568 15869 -1301 -1301 2020.655 JPMORGAN US EQUITY-R6 2024-12-12 2025-04-23 45445 52067 -6622 -6622 5121.052 JPMORGAN US EQUITY-R6 2023-06-21 2025-04-23 115172 104985 10187 10187 3856.672 PGIM INVESTMENTS TTL RETURN BOND R6 2024-08-05 2025-04-23 45663 46956 -1293 -1293 154.656 T ROWE PRICE INTEGRATED U.S. 2025-02-05 2025-04-23 6007 7108 -1101 -1101 281.261 T ROWE PRICE INTEGRATED U.S. 2024-03-20 2025-04-23 10924 12510 -1586 -1586 752. VANGUARD SHORT-TERM GOV BF 2025-04-11 2025-04-23 44101 44028 73 73 36.149 ARTISAN INTL VALUE FUND-INS 2024-05-14 2025-06-10 1891 1790 101 101 100.986 DFA US SMALL CAP PORTFOLIO 2022-12-13 2025-06-10 4815 4028 787 787 4081.515 GOLDMAN SACHS GQP PRT INTL-R6 2024-05-14 2025-06-10 91630 93303 -1673 -1673 466. INVESCO S&P 500 EQUAL WEIGHT ETF 2024-08-05 2025-06-10 83553 76113 7440 7440 91. INVESCO S&P 500 EQUAL WEIGHT ETF 2025-04-23 2025-06-10 16316 15081 1235 1235 90. ISHARES RUSSELL MIDCAP ETF 2025-03-06 2025-06-10 8135 7766 369 369 1653.601 JPMORGAN US EQUITY-R6 2023-06-21 2025-06-10 42018 32634 9384 9384 100.39 PRINCIPAL MIDCAP FUND-R6 2024-12-12 2025-06-10 4636 4723 -87 -87 121.828 T ROWE PRICE INTEGRATED U.S. 2024-03-20 2025-06-10 5269 5419 -150 -150 1060. VANGUARD SHORT-TERM GOV BF 2025-04-11 2025-06-10 61862 62060 -198 -198 197.652 VANGUARD INST INDEX-INST 2025-02-05 2025-06-11 96980 86454 10526 10526 1241.738 GOLDMAN SACHS GQP PRT INTL-R6 2024-08-05 2025-07-28 27418 26227 1191 1191 7.971 GOLDMAN SACHS GQP PRT INTL-R6 2025-02-05 2025-07-28 176 165 11 11 1131.088 GOLDMAN SACHS GQP PRT INTL-R6 2024-05-14 2025-07-28 24974 25857 -883 -883 151. INVESCO S&P 500 EQUAL WEIGHT ETF 2024-08-05 2025-07-28 28188 24663 3525 3525 16384.942 JPMORGAN US EQUITY-R6 2023-02-22 2025-07-28 447145 302985 144160 144160 506.073 GOLDMAN SACHS GQP PRT INTL-R6 2025-02-05 2025-08-14 11488 10450 1038 1038 3712.495 GOLDMAN SACHS GQP PRT INTL-R6 2022-07-18 2025-08-14 84274 65054 19220 19220 151. INVESCO S&P 500 EQUAL WEIGHT ETF 2024-08-05 2025-09-15 28479 24663 3816 3816 27. ISHARES CORE TOTAL US BOND MKT ETF 2025-07-28 2025-09-15 2719 2655 64 64 112. ISHARES RUSSELL MIDCAP ETF 2025-03-06 2025-09-15 10814 9664 1150 1150 21. ISHARES RUSSELL MIDCAP ETF 2025-07-28 2025-09-15 2028 1992 36 36 14. ISHARES 10-20 YEAR TREASURY BOND ETF 2024-08-05 2025-09-15 1453 1532 -79 -79 1381.135 DODGE & COX INCOME FUND 2022-03-17 2025-09-16 18010 18466 -456 -456 129.032 DOUBLELINE TTL RTRN BND-R6 2023-12-19 2025-09-16 1160 1137 23 23 202.52 LOOMIS SAYLES GROWTH-N2 2025-02-05 2025-09-16 6934 6268 666 666 662.258 LOOMIS SAYLES GROWTH-N2 2025-06-10 2025-09-16 22676 20527 2149 2149 798.139 PRINCIPAL MIDCAP FUND-R6 2024-12-12 2025-09-16 38159 37552 607 607 65.383 PRINCIPAL MIDCAP FUND-R6 2025-07-28 2025-09-16 3126 3158 -32 -32 69.275 PGIM INVESTMENTS TTL RETURN BOND R6 2024-08-05 2025-09-16 850 840 10 10 26.473 VANGUARD INST INDEX-INST 2025-07-28 2025-09-16 14255 13757 498 498 1320.326 DFA US SMALL CAP PORTFOLIO 2025-07-28 2025-10-27 69066 68080 986 986 1248.256 DFA US SMALL CAP PORTFOLIO 2022-12-13 2025-10-27 65296 49793 15503 15503 835.387 LOOMIS SAYLES GROWTH-N2 2025-04-23 2025-11-28 28111 21695 6416 6416 1541.347 LOOMIS SAYLES GROWTH-N2 2025-06-10 2025-11-28 51866 47566 4300 4300 4527.762 LOOMIS SAYLES GROWTH-N2 2022-04-25 2025-11-28 152359 97364 54995 54995 242.422 ARTISAN INTL VALUE FUND-INS 2025-07-28 2025-12-18 12967 12973 -6 -6 398.072 ARTISAN INTL VALUE FUND-INS 2024-05-14 2025-12-18 21293 19570 1723 1723 203. ISHARES RUSSELL MIDCAP ETF 2025-03-06 2025-12-18 19573 17516 2057 2057 22. ISHARES RUSSELL 2000 ETF 2025-10-29 2025-12-18 5477 5504 -27 -27 184.259 PRINCIPAL MIDCAP FUND-R6 2024-12-12 2025-12-18 7890 8669 -779 -779 12.47 T ROWE PRICE INTEGRATED U.S. 2025-09-16 2025-12-18 565 583 -18 -18 69. VANGUARD GROWTH ETF 2025-11-28 2025-12-18 33265 33803 -538 -538 253.128 VANGUARD INST INDEX-INST 2025-07-28 2025-12-19 141010 131546 9464 9464 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 CAPITAL GAIN DIVIDENDS P 38779 333049 5860 0 5860 0 5860 4152 0 0 4152 0 1708 0 0 false false false false false false false true true PA true false false false false true N/A TRUIST BANK 8042737445 P O BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false true false false false false false false false TRUIST BANK P O BOX 919798 ORLANDO FL 32891 TRUSTEE 1 46330 NONE 0 NONE 0 4611677 104659 0 4716336 0 0 4716336 70745 4645591 232280 232280 5860 5860 226420 11968 238388 0 238388 139233 0 0 0 0 139233 238388 104075 0 0 0 0 0 0 0 139233 104075 0 3542 31616 0 0 0 3542 0 0 0 0 206772 3542 0 0 0 0 0 0 0 Hughes Scholarship Foundations 1340 BROADCASTING ROAD SUITE 100 Wyomissing PA 19610 6103726414 Complete written scholarship application. Include high schoo transcript, verification of enrollment and certification of acceptance to Institution for which you are requesting award June 19 Award is for tuition only ALEXA WRIGHT CO UCLA 405 HILGARD AVE LOS ANGELES CA 900927089 NONE I SCHOLARSHIP 30968 AMANDA SMITH CO GETTYSBURY COLLEGE 300 N WASHINGTON ST GETTYSBURG PA 173251400 NONE I SCHOLARSHIP 19000 AUSTIN SNAVELY CO UNIV OF ROCHESTER BOX 270037 ROCHESTER NY 14627 NONE I SCHOLARSHIP 19000 CARSON PALLADINO CO MILLERSVILLE UNIV PO BOX 1002 MILLERSVILLE PA 17551 NONE I SCHOLARSHIP 11300 MAVERICK REINHART CO PENN STATE UN 109 SHIELDS BLDG 664 CURTIN RD UNIVERSITY PARK PA 16802 NONE I SCHOLARSHIP 19000 MCKENNA BUCKS CO SYRACUSE UNIVERSITY PO BOX 5211 BINGHAMTON NY 13902 NONE I SCHOLARSHIP 16800 116068 14 114190 18 333049 447239 447239 false false false false false false false false false false Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax years undistributed income as being made out of corpus for the tax year ending December 31, 2025, in the amount of $3,542. 258620566 DOUBLELINE TOTAL RET 154345 161353 464287226 ISHARES CORE US AGGR 260424 274470 464288653 ISHARES 10-20 YEAR T 84408 80624 74440B884 PGIM TOTAL RETURN BO 79886 80921 233203843 DFA US SMALL CAP POR 277902235 EATON VANCE ATLANTA 46137V357 INVESCO S&P 500 EQUA AT COST 112040 126813 233203371 DFA INTERNATIONAL CO AT COST 312218 390061 256210105 DODGE & COX INCOME F AT COST 915315 930922 922040100 VANGUARD INSTL INDEX AT COST 1228075 1703705 38147N269 GOLDMAN SACHS GQG PA 543488845 LOOMIS SAYLES GROWTH 04314H857 ARTISAN INTERNATIONA AT COST 125217 161490 46432F842 ISHARES CORE MSCI EA AT COST 187254 193234 48121L817 JPMORGAN US EQUITY F 74256W584 PRINCIPAL MIDCAP FD AT COST 104172 95596 742935489 OSTERWEIS STRATEGIC AT COST 80730 80787 87283A102 T. ROWE PRICE QM US AT COST 128915 127729 464287499 ISHARES RUSSELL MIDC AT COST 86115 96077 464287655 ISHARES RUSSELL 2000 AT COST 129085 127019 922908736 VANGUARD GROWTH ETF AT COST 197921 197095 2025 TRANSACTIONS POSTED IN 2026 1198 ROUNDING 4 COST BASIS ADJUSTMENT 105 WASH SALE COST BASIS ADJUSTMENT 732 2024 TRANSACTIONS POSTED IN 2025 1471 RECOVERY OF PRIOR YEAR GRANTS 11968 FEDERAL TAX PAYMENT - PRIOR YE 3128 0 0 FEDERAL ESTIMATES - PRINCIPAL 4152 0 0 FOREIGN TAXES ON QUALIFIED FOR 717 717 0 FOREIGN TAXES ON NONQUALIFIED 126 126 0