2026-06-13T12:27:05-05:00 2025-12-31 920513853 LEHIGH ACCOUNTING AND TAX SOLUTIONS LLC 332 S 5TH ST MONTROSE CO 81401 990PF 2025-01-01 326050918 JOSEPHINE ECKLUND PETRIE & CHARLES A PETRIE MEMORIAL SCHOLARSHIP TRUST JOSE 9702402812 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 DANIEL J LOWENBERG TRUSTEE 9702402812 2026-06-10 1 TERESA LEHIGH P01216961 9706508085 2025 2025-03-06 01:10:19Z X 719559 X X 32 32 32 18323 18323 18323 22329 709959 22329 6600 394 394 394 41078 41078 25349 4057 0 0 0 1625 0 0 0 4596 0 0 0 1069 0 0 0 16 0 0 0 11363 0 0 0 19500 19500 30863 0 0 19500 10215 41078 25349 9430 3417 3417 4984 25 25 332142 534478 704126 170056 0 0 9584 11991 11991 526196 549911 719559 66000 79500 66000 79500 X 460196 470411 0 0 0 0 460196 470411 526196 549911 460196 10215 0 470411 0 470411 VANGUARD EQUITY INCOME ADM P 2001-01-01 2025-07-29 13000 9898 3102 3102 EDWARD JONES P 2025-01-01 2025-12-31 225541 218941 6600 6600 EDWARD JONES P 2001-01-01 2025-12-31 268530 270994 -2464 -2464 EDWARD JONES P 2001-01-01 2025-12-31 195882 187797 8085 8085 CAPITAL GAINS DIVIDENDS P 7006 7006 7006 22329 6600 571 0 571 0 571 600 0 0 0 600 0 29 29 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 1 0 0 0 1 N/A DANIEL J LOWENBERG 9702402812 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRANDON KELTZ 2540 LOCUST ROAD MONTROSE CO 81401 TRUSTEE 0.50 0 0 0 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 TRUSTEE 1.00 4057 0 0 MARK VIDMAR 1040 FRUIT PARK RD MONTROSE CO 81403 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR UP TO $15,000 PER ACADEMIC YEAR. RENEWABLE FOR UP TO 4 YEARS. 19500 0 656457 8487 0 664944 0 0 664944 9974 654970 32749 X 19500 0 19500 X 25349 26705 18820 15831 86705 21547 22699 15997 13456 73699 19500 57000 15000 45000 136500 0 57000 15000 45000 117000 19500 0 0 0 19500 0 0 21833 20583 12547 10554 65517 0 0 0 0 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE 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 OF OFFICES HELD IN SCHOOL OR OTHER ORGANIATIONS. EXTRACURRICULAR ACTIVITIES IN OR OUT OF SCHOOL. EMPLOYMENT RECORD-WHEN, WHERE, FOR WHOM AND NATURE OF WORK. ATTACH LETTER OF RECOMMENDATION FROM HIGH SCHOOL TEACHER OR ADVISOR, COPY OF HIGH SCHOOL TRANSCRIPT AND NOTIFICATION OF SAT/ACT SCORES. STATE WHY YOU BELIEVE YOU ARE A DESERVING CANDIATE FOR THIS SCHOLARSHIP. ALSO STATE WHY YOU WISH TO PURSUE AN ADVANCED EDUCATION AND THE MAJOR COURSE OF STUDY YOU HAVE INDICATED ON THIS APPLICATION. PRIOR TO END OF SCHOOL YEAR GRADUATE OF A MONTROSE COUNTY HIGH SCHOOL IN TOP 25% OF GRADUATING CLASS. BENJAMIN PERFURS 1617 HERMOSA CT MONTROSE CO 81401 NO RELATION I COLLEGE TUITION & EXPENSE 7500 JOSE LUIS CHAVEZ ALVAREZ 14283 6175 RD MONTROSE CO 81401 NO RELATION I COLLEGE TUITION & EXPENSES 6000 MIA DUNCAN 2019 DEVON ST MONTROSE CO 81401 NO RELATION I COLLEGE TUITION & EXPENSES 6000 19500 BENJAMIN PERFURS 1617 HERMOSA CT MONTROSE CO 81401 NO RELATION I COLLEGE SCHOLARSHIP 7500 MIA DUNCAN 2019 DEVON ST MONTROSE CO 81401 NO RELATION I COLLEGE SCHOLARSHIP 30000 JOSE LUIS CHAVEZ ALVAREZ 14283 6175 RD MONTROSE CO 81401 NO RELATION I COLLEGE SCHOLARSHIP 42000 SCHOLARSHIPS PREVIOUSLY APPROVED 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 NO RELATION I SCHOLARSHIPS PREVIOUSLY APPROVED -79500 0 14 32 14 18323 18 394 14 7006 15323 0 25755 15323 41078 4 DIVIDENDS AND INTEREST IN THE REGULAR COURSE OF BUSINESS TO SUSTAIN 7 DIVIDENDS AND INTEREST IN THE REGULAR COURSE OF BUSINESS TO SUSTAIN 8 STRATEGIC SALE OF ASSETS TO INVEST IN HIGHER PAYING DIVIDENDS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1625 0 0 0 EDWARD JONES INVESTMENTS 534478 704126 EDWARD JONES - MONEY MARKET AT COST 11991 11991 OTHER EXPENSE 16 0 0 0 NONDIVIDEND DISTRIBUTIONS 208 208 208 NONDIVIDEND DISTRIBUTIONS 35 35 35 NON DIVIDEND DISTRIBUTIONS 151 151 151 BROKERAGE FEES 4596 0 0 0 INCOME TAXES 790 0 0 0 FOREIGN INCOME TAX 279 0 0 0