2024-05-05T14:01:19-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-01-01 341849990 CUSHWA WILLIAM & ANNA JEAN FDN CUSH 5742952773 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 5742952773 2024-03-21 true true JEFFREY E KUHLIN P00353001 4123556000 2024-03-21 X 2023 2023-04-26 12:10:37Z X 2934563 X 53109 53021 106328 393245 106328 0 159437 159349 15045 11284 3761 0 0 0 0 0 0 1050 0 0 1050 0 0 605 0 0 0 0 0 0 0 850 850 17550 11284 0 5661 142750 142750 160300 11284 0 148411 -863 148065 0 40117 150833 150833 0 0 0 854074 742464 2783730 894191 893297 2934563 0 X 894191 893297 894191 893297 894191 893297 894191 -863 1 893329 32 893297 150. AMAZON COM INC 2009-07-01 2023-08-11 20814 633 20181 20181 400. BRISTOL MYERS SQUIBB CO 2019-11-21 2023-12-27 20500 22564 -2064 -2064 345. CVS CORP COM 2020-12-07 2023-08-01 25452 25623 -171 -171 50000. CAPITAL ONE FINANCIAL CORPDTD 4/24/2014 2018-01-26 2023-05-18 48991 50162 -1171 -1171 100. CHEVRON CORP 1999-12-06 2023-12-27 15187 3850 11337 11337 25. HOME DEPOT INC 2017-03-17 2023-08-11 8265 3706 4559 4559 600. INTEL CORP 2015-11-19 2023-08-01 21444 20772 672 672 233. ISHARES BARCLAYS TIPS BOND FUND $3.20600 2022-01-12 2023-12-27 25110 29534 -4424 -4424 189. ISHARES CORE S&P MID-CAP ETF $2.67500 2009-07-01 2023-12-27 52863 11106 41757 41757 160. ISHARES RUSSELL 2000 INDEX FUND $1.88500 2009-07-01 2023-12-27 32698 8352 24346 24346 .13 KENVUE INC 2006-10-27 2023-09-11 3 1 2 2 281. KENVUE INC 2006-10-27 2023-12-27 5999 2383 3616 3616 200. RAYTHEON TECHNOLOGIES CORP 2009-07-01 2023-12-27 16788 6025 10763 10763 30000. UNITED STATES TREAS BILLS 2023-05-18 2023-11-16 29236 29236 30000. UNITED STATES TREAS BILLS 2023-05-18 2023-06-13 29888 29888 125. VANGUARD INTERM-TERM CORP BOND CLOSED-END FUND 2017-09-07 2023-08-01 9778 11088 -1310 -1310 400. 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32187 0 0 0 0 0 0 0 32187 0 0 0 18059 14128 WILLIAM W CUSHWA ANNA JEAN CUSH Patty Brozik 830 Southwestern Run Poland OH 44514 3307435555 MANDATORY ESSAY ON REQUIREMENTS MET 4/15 WELL ROUNDED STUDENTS ATTENDING CATHOLIC UNIVERSITIES SELECTED BY THEIR HIGH SCHOOL PRINCIPALS UNIVERSITY OF NOTRE DAME 300 GRACE HALL NOTRE DAME IN 46556 NONE I SCHOLARSHIP 22500 FRANCISCAN UNIVERSITY OF STEUBENVILLE 1235 UNIVERSITY BLVD STEUBENVILLE OH 43952 NONE I SCHOLARSHIP 10000 CORNELL UNIVERSITY 377 PINE TREE RD ITHACA NY 148502820 NONE PC GENERAL OPERATING 3000 SOUTH BEND SYMPHONY ORCHESTRA 127 N MICHIGAN ST SOUTH BEND IN 46601 NONE PC GENERAL OPERATING 5000 HOLY CROSS COLLEGE 1 COLLEGE ST WORCESTER MA 01610 NONE I SCHOLARSHIP 9500 CATHOLIC CHARITIES OF ST JOSEPH COUNTY 1817 MIAMI ST SOUTH BEND IN 46613 NONE PC GENERAL OPERATING 1000 SAINT VINCENT COLLEGE 300 FRASER PURCHASE RD LATROBE PA 156502667 NONE I SCHOLARSHIP 10000 UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET SUITE 201 PITTSBURGH PA 152133402 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OTHER ALLOCABLE EXPENSE-PRINCI 650 0 650 STATE FILING/TAXES PAID 200 0 200 ROUNDING 1 FEDERAL TAX PAYMENT - PRIOR YE 605 0 0