2024-10-11T12:00:15-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990PF 2023-01-01 884272489 DON K FAMILY FOUNDATION DONK 4062702167 230 JP RD WHITEFISH MT 59937 ERIK KALTSCHMIDT TRUSTEE 4062702167 2024-10-11 1 1 BECKY DETTMANN CPA P01408585 3037795710 2024-10-11 2023 2024-10-15 13:58:12Z X 1162708 X 141650 461 461 22914 22914 58868 188581 58868 223893 82243 0 0 0 7875 3937 3938 9230 9230 0 64 64 0 665 0 665 17834 13231 4603 61500 61500 79334 13231 66103 144559 69012 2516 53609 53609 699811 744793 1109099 702327 798402 1162708 0 0 X 0 0 0 0 702327 798402 702327 798402 702327 798402 702327 144559 6432 853318 54916 798402 PUBLICLY TRADED SECURITIES 184666 129713 54953 54953 CAPITAL GAINS DIVIDENDS P 3915 3915 3915 58868 959 0 959 0 959 0 0 0 0 0 1 960 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A DON KALTSCHMIDT 4062702167 230 JP RD WHITEFISH MT 59937 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DON KALTSCHMIDT 230 JP RD WHITEFISH MT 59937 FOUNDER/TRUSTEE 1.00 0 0 0 DEBBIE KALTSCHMIDT 230 JP RD WHITEFISH MT 59937 FOUNDER/TRUSTEE 1.00 0 0 0 ERIK KALTSCHMIDT 230 JP RD WHITEFISH MT 59937 TRUSTEE 1.00 0 0 0 JASON KALTSCHMIDTSON 230 JP RD WHITEFISH MT 59937 TRUSTEE 1.00 0 0 0 KEVIN KALTSCHMIDT 230 JP RD WHITEFISH MT 59937 TRUSTEE 1.00 0 0 0 SHANNA KALTSCHMIDT 230 JP RD WHITEFISH MT 59937 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 959576 41788 0 1001364 0 0 1001364 15020 986344 49317 49317 959 959 48358 0 48358 0 48358 66103 0 66103 48358 4213 0 0 66103 4213 0 0 48358 13532 0 0 13532 0 0 0 0 0 0 0 13532 13532 DON KALTSCHMIDT DON KALTSCHMIDT PO BOX 1178 WHITEFISH MT 59937 4062702167 APPLICATION MUST INCLUDE: 1) COMPLETED APPLICATION FORM 2) EXTRACURRICULAR ACTIVITIES/ADDITIONAL INFORMATION 3) FINANCIAL NEED FORM 4) EXTRACURRICULAR ACTIVITIES/ADDITIONAL INFORMATION 5) APPROXIMATELY A 250-WORD ESSAY WITH YOUR HIGHER EDUCATION PLANS AND GOALS 6) STUDENT RESUME 7) HIGH SCHOOL 7TH SEMESTER TRANSCRIPT 8) MUST BE ACCEPTED AND ATTEND A VO-TECH INSTITUTION, COMMUNITY COLLEGE, OR COLLEGE/UNIVERSITY APPLICATION AND ABOVE REQUIREMENTS ARE TO BE POSTMARKED BY: APRIL 7, 2024 SCHOLARSHIP WILL BE AWARDED TO ONE QUALIFYING STUDENT FROM EACH OF THE FOLLOWING HIGH SCHOOLS: WHITEFISH, EUREKA, BIGFORK, COLUMBIA FALLS, GLACIER HIGH AND FLATHEAD HIGH SCHOOL GRADUATE. WHITEFISH COMMUNITY FOUNDATION 214 SECOND STREET W WHITE FISH MT 59937 PC SUPPORT ABBIE SHELTER TO TAKE CARE OF DOMESTIC VIOLENCE 10000 WHITEFISH COMMUNITY FOUNDATION 214 SECOND STREET W WHITE FISH MT 59937 PC SUPPORT THE SAMARITAN HOUSE TO TACKLE CHALLENGING ISSUE FAMILY THAT STRUGGLING WITH HOMELESSNESS 15000 WHITEFISH COMMUNITY FOUNDATION 214 SECOND STREET W WHITE FISH MT 59937 PC SUPPORT GLACIER SKATE ACADEMY, PROVIDE LESSON SKATE PROGRAM AND HELP DEVELOP THE LOVE FOR ICE SKATING IN THE VALLEY 4000 BACKSTOPPERS FOUNDATION 1287 QUARTER HORSE LN KALISPELL MT 59901 PC SUPPORT STUDENT ATHLETES WHO SHOW PROMISE BUT NEED FINANCIAL AID 5000 BIG HEARTS & OPEN ARMS INC PO BOX 1398 EUREKA MT 59917 PC SUPPORTS BASIC NEEDS TO INDIVIDUALS AND FAMILIES IN LINCOLN COUNTY THROUGH THEIR EMERGENCY ASSISTANCE 10000 CHADBAD LUBAVITCH OF FLATHEAD VALLEY 328 PANDEROSA ST KALISPELL MT 59901 PC SUPPORT HOLOCAUST SURVIVORS NAMED ESTHER BASCH TO OUR LOCAL COMMUNITY 1800 MONTANA STATE TEACHERS MUSIC ASSOCIATION 2700 1ST AVE N GREAT FALLS MT 59401 PC SUPPORT ORGANIZAON'S MISSION IS TO PROMOTE GROWTH AND PROFESSIONAL DEVELOPMENT OF MUSIC TEACHERS IN MONTANA 2700 MONTANA VETERAN'S ASSOCIATION FOUNDATION 91 CAMPUS DR PMB 2407 MISSOULA MT 59801 PC SUPPORT MONTANA VETERAN'S THROUGH VARIOUS PROGRAMS INCLUDING HELPING VET'S DEVELOPMENT THEIR OWN 10000 KALISPELL AQUATIC TEAM SWIM CLUB PO BOX 11 KALISPELL MT 59903 PC SUPPORT SWIMMING IS A SKILL THAT WILL HELP KIDS THROUGHOUT THEIR LIVES AS A TOOL FOR EXERCISE 3000 61500 0 14 461 14 22914 18 58868 0 82243 0 82243 0 0 0 0 0 0 0 0 0 0 X X 1 DON KALTSCHMIDT 230 JP RD WHITEFISH MT 59937 141650 X X 1 150 SHS AMAZON.COM INC 23007 2023-12-29 1 1525 SHS DROPBOX INC 45323 2023-12-29 1 70 SHS META PLATFORMS INC 25082 2023-12-29 1 50 SHS LULULEMON ATHLETICA INC 25461 2023-12-29 1 220 SHS TOLL BROTHERS INC 22777 2023-12-29 ACCOUNTING FEES 7875 3937 3938 ALBERTSONS COMPANIES INC - CLASS A COMMON STOCK 8115 9545 ALPHABET INC - CLASS A COMMON STOCK 2793 13969 ALPHABET INC - CLASS C CAPITAL STOCK 16872 23958 AMAZON.COM INC 28934 45582 AMERICAN EAGLE OUTFITTERS INC 8201 12696 APPLE INC 20845 45245 APPLIED MATERIALS INC 10056 22690 BOSTON SCIENTIFIC CORP 10584 17343 CIGNA CORPORATION - COMMON STOCK 20459 43420 CISCO SYSTEMS INC 15550 19198 CONAGRA BRANDS INC 34337 37258 DEERE & CO 29421 37988 DOW INC - COMMON STOCK 30875 39759 DROPBOX INC CLASS A COMMON STOCK 29295 44957 DUPONT DE NEMOURS INC - COMMON STOCK 14003 19233 GILEAD SCIENCES INC 12710 16202 GLADSTONE INVESTMENT CORP 35918 42450 HESS CORPORATION 13905 36040 INTUIT INC 5048 15626 JOHNSON & JOHNSON 38926 47022 JPMORGAN CHASE & CO 36016 54432 LULULEMON ATHLETICA INC 15912 25565 MCDONALDS CORP 28876 47442 MEDTRONIC PLC COM 8953 8238 META PLATFORMS INC CLASS A COMMON STOCK 13881 24777 MODERNA INC COMMON STOCK 4952 4973 NVENT ELECTRIC PLC- ORDINARY SHARES 16409 41363 PACIRA BIOSCIENCES INC - COMMON STOCK 16821 13496 PEPSICO INC - COMMON STOCK 26483 33968 PERMIAN RESOURCES CORPORATION CLASS A COMMON STOCK 982 9833 PRIMIS FINANCIAL CORP COMMON STOCK 6674 8862 RAYTHEON TECHNOLOGIES 11468 15566 SCHWAB STRATEGIC TR - US DIVIDEND EQUITY ETF 16353 22078 SCHWAB STRATEGIC TR - US LARGECAP 21058 28764 SCHWAB STRATEGIC TR - US SMALLCAP 21369 26927 SOCIEDAD QUIMICA MINERA DE CHILE S A SPONSORED ADR REPSTG SER B 12213 10539 TOLL BROTHERS INC 13625 22614 VANGUARD INDEX FUNDS - VANGUARD TOTAL STOCK MARKET ETF 28026 35583 WALMART INC - COMMON STOCK 26105 38624 WALT DISNEY CO 7479 6772 WASTE MANAGEMENT INC DEL 24291 38502 APPRECIATED STOCK DONATION 54916 OFFICE SUPPLIES 665 0 665 PRIOR PERIOD ADJUSTMENT 6432 INVESTMENT FEES 9230 9230 0 FOREIGN TAX PAID 64 64 0