2024-05-15T10:35:42-05:00 2023-12-31 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990PF 2023-01-01 363785779 BIGFORK COMMUNITY DEVELOPMENT FOUNDATION BIGF 4062572590 604 5TH AVE EAST KALISPELL MT 59901 EVERIT A SLITER TREASURER 4062530605 2024-05-07 1 EVERIT SLITER XXX-XX-XXXX 0 EVERIT A SLITER P00022864 4067521040 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4016114 X 10000 99831 99831 -31047 468062 0 78784 99831 0 0 0 995 0 0 31002 31002 0 2141 2141 0 34138 33143 0 45000 45000 79138 33143 45000 -354 66688 18165 2170 2170 3490575 4013944 4013944 3508740 4016114 4016114 0 0 X 0 0 0 0 3508740 4016114 3508740 4016114 3508740 4016114 3508740 -354 507728 4016114 0 4016114 PUBLIC TRADED SECURITIES DAD 60131 54756 54795 -39 -39 PUBLIC TRADED SECURITIES DAD 60131 2022-08-30 2023-06-30 5537 6721 -1184 -1184 PUBLIC TRADED SECURITIES SCH 4234 94460 135468 -41008 -41008 PUBLIC TRADED SECURITIES SCH 1516 2023-04-19 2023-11-06 4999 8583 -3584 -3584 PUBLIC TRADED SECURITIES 1516 42120 52175 -10055 -10055 PUBLIC TRADED SECURITIES ML 4013 2023-04-11 2023-12-31 17194 18861 -1667 -1667 PUBLIC TRADED SECURITIES ML 4013 240066 222506 17560 17560 CAPITAL GAINS DIVIDENDS P 8930 8930 8930 -31047 927 0 927 0 927 1861 0 0 0 1861 0 934 934 0 0 0 0 0 0 0 0 0 0 0 0 1 MT 1 0 1 0 0 1 N/A EVERIT A SLITER 4062530605 604 5TH AVE EAST KALISPELL MT 599015308 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LARRY JOCHIM 604 5TH AVENUE EAST KALISPELL MT 599015308 SECRETARY 1.00 0 0 0 ROBERT KEENAN 604 5TH AVENUE EAST KALISPELL MT 599015308 PRESIDENT 1.00 0 0 0 EVERIT A SLITER 604 5TH AVENUE EAST KALISPELL MT 599015308 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 3731561 16750 0 3748311 0 0 3748311 56225 3692086 184604 184604 927 927 183677 0 183677 0 183677 45000 0 45000 183677 0 0 2682 2682 45000 0 0 0 45000 0 2682 2682 0 0 0 0 0 135995 0 0 0 X EVERIT SLITER C/O 604 5TH AVENUE EAST KALISPELL MT 59901 4062530605 EASLITER@CHARTER.NET IN WRITING INCLUDING FINANCIALS AND FORM 990 FOR THE PRECEDING YEAR, PURPOSE OF THE GRANT, TOTAL AMOUNT OF PROJECT AND WHERE OTHER FUNDS WILL COME FROM. 1ST DAY OF THE LAST MONTH OF THE QUARTER, 3/1 6/1 9/1 12/1 AWARDS ARE LIMITED TO 501(C)(3) ORGANIZATIONS THAT BENEFIT THE BIGFORK, MT COMMUNITY, WITH PREFERENCE GIVEN TO THE BIGFORK CENTER FOR THE PERFORMING ARTS FOUNDATION AND THE BIGFORK DEVELOPMENT CORPORATION (AKA COMMUNITY FOUNDATION FOR A BETTER BIGFORK). BIGFORK FOOD BANK PO BOX 850 BIGFORK MT 59911 NONE PUBLIC CHARITY SUPPORT OPERATING EXPENSES 5000 COMMUNITY FOUNDATION FOR A BETTER BIGFORK PO BOX 486 BIGFORK MT 59911 NONE PUBLIC CHARITY COMMUNITY PROJECTS 25000 COMMUNITY FOUNDATION FOR A BETTER BIGFORK PO BOX 486 BIGFORK MT 59911 NONE PUBLIC CHARITY COMMUNITY PROJECTS 15000 45000 0 14 99831 18 -31047 0 68784 0 68784 0 0 0 0 0 0 0 0 0 0 X X 1 LAWRENCE JOCHIM 604 5TH AVENUE EAST KALISPELL MT 599015308 10000 X LEGAL AND ACCOUNTING 995 0 0 D.A. DAVIDSON 11760225 FMV 492667 492667 D.A. DAVIDSON MANAGED ACCOUNT 60131 FMV 1057715 1057715 MERRILL LYNCH MANAGED ACCOUNT FMV 1062510 1062510 SCHWAB FISHER FMV 1136809 1136809 SCHWAB TRUST PFD FMV 264243 264243 UNREALIZED INVESTMENT GAINS 507728 INVESTMENT MANAGEMENT 31002 31002 0 LAWRENCE JOCHIM 604 5TH AVENUE EAST KALISPELL MT 599015308 EXCISE TAX ON INVESTMENT INCOME 0 0 0 FOREIGN TAX ON DIVIDEND INCOME 2141 2141 0