2024-05-20T16:27:37Z 2023-12-31 270101501 H AND R BLOCK 438 E MAIN ST MONTROSE CO 81401 990PF 2023-01-01 846268159 BONNIE LANGSTON MEMORIAL SCHOLARSHIP TRUST BONN 9702402812 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 DANIEL J LOWENBERG TRUSTEE 9702402812 2024-05-20 true DANIEL LOWENBERG XXX-XX-XXXX true Donald Moreland P00067345 9702499253 2024-05-20 2023 2023-04-26 12:10:37Z X 365427 X 8753 8753 8753 17315 23205 17315 26068 26068 8753 2606 1575 332 106 4619 0 0 40000 11000 44619 0 11000 -18551 26068 8753 21466 37892 156 68 68 20139 37544 20139 266332 260443 327815 308093 318542 365427 36000 65000 36000 65000 X 228677 228677 43416 24865 272093 253542 308093 318542 272093 -18551 253542 253542 CAPITAL GAIN DISTRIBUTIONS P 2021-12-31 2023-12-31 12205 12205 12205 154.995 WELLINGTON FUND ADM P 2007-11-30 2023-12-21 11000 5890 5110 5110 17315 362 362 362 400 400 38 38 false false false false false false false true true CO true true 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 BRANDON E KELTZ 2540 LOCUST ROAD Montrose CO 81401 TRUSTEE 0.50 0 MARK VIDMAR 1040 FRUIT PARK ROAD Montrose CO 81403 TRUSTEE 0.50 0 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVENUE Montrose CO 81401 TRUSTEE 1.00 2606 PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR $10,000 TO $12,000 PER ACADEMIC YEAR. RENEWABLE FOR UP TO 4 YEARS. 11000 MONITORED PROGRESS/ACHIEVEMENTS OF SCHOLARSHIP RECIPIENTS IN COLLEGE. 1 358654 29679 0 388333 388333 5825 382508 19125 X 11000 11000 11000 8753 7389 11221 8762 36125 7440 6281 9538 7448 30706 11000 22000 22000 22000 77000 11000 22000 22000 22000 77000 12750 14080 14832 13841 55503 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 9702402812 STUDENT'S NAME, ADDRESS, DATE OF BIRTH AND SOCIAL SECURITY NUMBER. GRADE POINT AVERAGE THRU FIRST SEMESTER OF SENIOR YEAR. COLLEGE OR UNIVERSITY APPLICANT PLANS TO ATTEND. PLANNED MAJOR OR FIELD OF STUDY. LIST HONORS AND AWARDS RECEIVED IN OR OUT OF SCHOOL. LIST OFFICES HELD IN SCHOOL OR OTHER ORGANIZATIONS. EXTRACURRICULAR ACTIVITIES IN OR OUT OF SCHOOL. EMPLOYMENT RECORD-FWHEN, WHERE, FOR WHOM AND NATURE OF WORK. ATTACH LETTER OF RECOMMENDATION FROM HIGH SCHOOL TEACHER OR ADVISOR, COPY OF HIGH SCHOOL TRANSCRIP AND NOTIFICATION OF SAT/ACT SCORES. STATE WHY YOU BELIEVE YOU ARE A DESERVING CANDIDATE FOR THIS SCHOLARSHIP. ALSO STATE WHY YOU WISH TO PURSUE AN ADVANCED EDUCATION AND THE MAJOR COURSE OF STUDY YOUHAVE INDICATED ON THIS APPLICATION. PRIOR TO END OF SCHOOL YEAR GRADUATE OF MONTROSE HIGH SCHOOL, IN TOP 25% ACADEMICALLY OF GRADUATION CLASS. VALERIE JANE MERRITT 1998 SARA E LANE MONTROSE CO 81401 NO RELATION COLLEGE TUITION & EXPPENSE 6000 AARON SIMPSON 15425 6220 ROAD MONTROSE CO 81403 NO RELATION COLLEGE TUITION & EXPENSE 5000 11000 VALERIE JANE MERRITT 1998 SARA E LANE MONTROSE CO 81401 NO RELATION COLLEGE TUITION & EXPENSE 30000 AARON SIMPSON 15425 6220 ROAD MONTROSE CO 81401 NO RELATION COLLEGE TUITION & EXPENSES 35000 SCHOLARSHIPS PREVIOUSLY APPROVED 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 NO RELATION SCHOLARSHIPS PREVIOUSLY APPROVED -36000 29000 14 8753 18 17315 26068 26068 false false false false false false false false false false ACCOUNTING FEES 1575 HARBOR LARGE CAP VALUE FUND 20139 37544 STRATTON REAL ESTATE FUND I 86934 122807 HARBOR CORE PLUS FUND 24305 20954 WELLESLEY ADMIRAL FUND 60061 72554 WELLINGTON FUND ADM 48927 67216 WINDSOR II FUND INV 39677 43745 FEDERAL MONEY MARKET FUND 539 539 MEETINGS 106 FEDERAL INCOME TAXES 332