2024-07-02T17:29:13-05:00 2023-12-31 390758449 WIPFLI LLP 550 NORTH 31ST ST SUITE 300 BILLINGS MT 59101 990PF 2023-01-01 271404877 ALBERT & E BENDER FOUNDATION INC ALBE 4062342155 1717 MAIN STREET MILES CITY MT 59301 TODD F STEVENSON PRESIDENT 4062342155 2024-07-01 1 TODD STEVENSON 999009999 1 MEGAN MODEL P01263187 4062481681 2024-06-20 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1224526 X X 10 10 36595 36595 5746 242691 5746 42351 42351 0 0 0 2399 1199 1200 9737 9737 0 565 565 0 20 10 10 12721 11511 1210 60000 60000 72721 11511 61210 -30370 30840 6542 9136 9136 15929 12930 12930 590599 461427 606294 598403 595647 596166 1211473 1079140 1224526 0 0 X 1211473 1079140 1211473 1079140 1211473 1079140 1211473 -30370 0 1181103 101963 1079140 PUBLICLY TRADED SECURITIES 240196 236945 3251 3251 CAPITAL GAINS DIVIDENDS P 2495 2495 2495 5746 429 0 429 0 429 0 0 0 0 0 0 429 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A PEGGY STANLEY 4062342155 1717 MAIN STREET MILES CITY MT 59301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TODD F STEVENSON 1717 MAIN STREET MILES CITY MT 59301 PRESIDENT 0.10 0 0 0 JAMES T CARR 1717 MAIN STREET MILES CITY MT 59301 VICE PRESIDENT 0.10 0 0 0 TRACEY L GIERKE 1717 MAIN STREET MILES CITY MT 59301 SECRETARY 0.10 0 0 0 PEGGY STANLEY 1717 MAIN STREET MILES CITY MT 59301 TREASURER 0.10 0 0 0 NONE 0 NONE 0 SCHOLARSHIPS OFFERED DONATIONS TO EDUCATIONAL INSTITUTIONS FOR VARIOUS IMPROVEMENTS. 60000 0 1205750 20130 0 1225880 0 0 1225880 18388 1207492 60375 60375 429 429 59946 0 59946 0 59946 61210 0 61210 59946 59811 0 0 61210 59811 0 0 1399 0 0 0 0 0 0 0 0 58547 0 0 0 X MILES COMMUNITY COLLEGE 2715 DICKINSON STREET MILES CITY MT 59301 N/A NC FURTHER CONTINUE THE RECIPIENT ORGANIZATION'S CHARITABLE PURPOSES 25000 SACRED HEART PARISH SCHOOL 519 N CENTER AVE MILES CITY MT 59301 N/A NC FURTHER CONTINUE THE RECIPIENT ORGANIZATION'S CHARITABLE PURPOSES 13500 MILES CITY YOUTH LOGISTICS 602 ORR STREET MILES CITY MT 59301 N/A NC FURTHER CONTINUE THE RECIPIENT ORGANIZATION'S CHARITABLE PURPOSES 7500 OUTREACH CLINIC OF MILES CITY 516 PLEASANT MILES CITY MT 59301 N/A NC FURTHER CONTINUE THE ORGANIZATION'S CHARITABLE PURPOSES 7000 MILES CITY YOUTH BASEBALL ASSOCIATION PO BOX 332 MILES CITY MT 59301 N/A NC FURTHER CONTINUE THE RECIPIENT ORGANIZATION'S CHARITABLE PURPOSES 7000 60000 0 14 10 14 36595 14 5746 0 42351 0 42351 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2399 1199 1200 SCHWAB SHORT-TERM BOND I 289836 285871 VANGUARD INTERM-TERM BOND 148512 157143 VANGUARD SHORT-TERM BOND 157299 153152 ABBOTT LABORATORIES 9988 13208 APPLE INC 3548 12514 BANK OF AMERICA CORP 10836 15455 CATERILLAR INC 6430 14784 CHEVRON CORP 4774 9695 DEERE & CO 4954 11996 EMERSON ELECTRIC CO 10591 16059 EXXON MOBIL CORP 4091 10998 FEDEX CORP 7921 11890 GOLDMAN SACHS GROUP 11999 15431 JOHNSON & JOHNSON 9202 10972 JP MORGAN CHASE & CO 10635 15309 KIMBERLY CLARK CORP 15231 13974 LOCKHEED MARTIN CORP 11544 13597 LOWES COS INC 6094 12240 MEDTRONIC PLC 16197 12769 MERCK & CO. INC. 9032 13627 MICROSOFT CORP 5584 15042 OTIS WORLDWIDE CORP 11688 14763 PEPSICO INC. 9423 11889 PFIZAER INC 12841 10595 PROCTOR & GAMBLE 12910 16119 RTX CORP 12580 13883 SHELL PLC 6333 14805 STATE STREET CORP 10451 13555 SYSCO CORP 13407 12432 TARGET CORP 10015 11394 TOTAL ENERGIES SE 6600 15160 US BANCORP 12742 14715 WELLS FARGO & CO 11863 14520 3M CO 17740 12572 VANGUARD HEALTH CARE 32752 48886 VANGUARD UTILITIES ETF 30137 30430 VANGUARD EQUITY-INCOME A 40967 50526 VANGUARD EUROPEAN STOCK 50327 60490 UNREALIZED CHANGE IN VALUE 101963 MT ANNUAL FILING FEE 20 10 10 INVESTMENT ADVISOR FEES 9737 9737 0 FOREIGN TAXES PAID 280 280 0 EXCISE TAXES PAID 285 285 0