2025-11-08T13:01:29-06:00 2025-06-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2024-07-01 351890053 DEEGAN MARY JEAN SCHOLAR FD PFDN TW DEEG 2166890416 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2166890416 2025-09-16 true true JEFFREY E KUHLIN P00353001 4123556000 2025-09-16 X 2024 2025-03-06 01:10:19Z X 122877 X 3596 3595 8150 13554 8150 0 11746 11745 1793 1345 448 0 0 0 0 0 0 1050 0 0 1050 0 0 74 30 0 0 0 0 0 0 0 2917 1375 0 1498 4500 4500 7417 1375 0 5998 4329 10370 0 4722 7400 7400 0 0 0 99951 101603 115477 104673 109003 122877 0 X 104673 109003 104673 109003 104673 109003 104673 4329 1 109003 0 109003 8. ISHARES CORE S&P MID-CAP ETF $2.67500 2021-04-14 2024-11-07 525 431 94 94 165.01 TIAA-CREF LARGE-CAP VALUE INDEX $0.327 2024-07-01 4026 2091 1935 1935 38. TIAA-CREF LARGE-CAP VALUE INDEX $0.327 2010-01-13 2024-11-07 1045 422 623 623 44.21 VANGUARD US GROWTH FUND 2010-08-17 2025-06-12 8529 2460 6069 6069 CAPITAL GAIN DIVIDENDS P 377 CAPITAL GAIN DIVIDENDS P 377 CAPITAL GAIN DIVIDENDS P 377 CAPITAL GAIN DIVIDENDS P 377 8150 144 0 144 0 144 0 0 0 0 144 0 0 false false false false false false false true true IN true false false false false true KEYBANK NATIONAL ASSOCIATION 2166890416 4900 TIEDEMAN RD OH-01-49-0150 BROOKLYN OH 441442302 false false false false true false false false false false false false false false false true false false false false false false false GLEN GRUNDMAN CO KEYBANK N A 100 PUBLIC SQUARE CLEVELAND OH 44113 COMMITTEE MEMBER 1 0 JOE DUNBAR CO KEYBANK N A 100 PUBLIC SQUARE CLEVELAND OH 44113 COMMITTEE MEMBER 1 0 DR MARILYN SKINNER CO KEYBANK N A 100 PUBLIC SQUARE CLEVELAND OH 44113 COMMITTEE MEMBER 1 0 KEYBANK N A 127 PUBLIC SQUARE CLEVELAND OH 44114 TRUSTEE 1 1793 NONE 0 NONE 0 118100 0 0 118100 0 0 118100 1772 116328 5816 5816 144 144 5672 0 5672 0 5672 5998 0 0 0 0 5998 5672 1421 0 0 0 0 0 0 0 5998 1421 0 0 4577 0 0 0 0 0 0 0 0 1095 0 0 0 0 0 0 0 0 KEY PRIVATE BANK ATTN AGNES MAROU 100 PUBLIC SQUARE MC OH-01-10-093 CLEVELAND OH 44113 2166890416 APPLICATION FORM AVAILABLE ON REQUEST; MUST ATTACH TRANSCRIPT OF GRADES MARCH 31 RECIPIENTS MUST BE NEEDY, SINGLE WOMEN IN GOOD SCHOLASTIC STANDING; THEY MUST RESIDE IN HOWARD COUNTY AND BE ENROLLED OR PLANNING TO ENROLL IN ANY ACCREDITED COLLEGE. COLLEGE NOW GREATER CLEVELAND 1500 W 3RD ST SUITE 125 CLEVELAND OH 44113 NONE PC SCHOLARSHIP 4500 4500 14 3596 18 8150 11746 11746 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1050 1050 SEE ATTACHED 921943858 VANGUARD FTSE DEV MK AT COST 8827 11573 922042858 VANGUARD FTSE EMERGI AT COST 4083 4897 464287804 ISHARES CORE S&P SMA AT COST 2924 3716 998142406 CHARITABLE CORE FIXE AT COST 37474 34648 87244W664 TIAA-CREF LARGE-CAP AT COST 2298 4921 464287507 ISHARES CORE S&P MID AT COST 2523 3845 921910600 VANGUARD US GROWTH F CTCFI0009 CHARITABLE INCOME FU AT COST 19886 17840 922908710 VANGUARD 500 INDEX F AT COST 15721 25965 000000000 MISCELLANEOUS ENTRY 464287200 ISHARES CORE S&P 500 AT COST 7867 8072 ROUNDING 1 FOREIGN TAXES 15 15 0 FEDERAL TAX PAYMENT - PRIOR YE 44 0 0 FOREIGN TAXES ON NONQUALIFIED 15 15 0