2024-10-07T09:20:37-05:00 2023-12-31 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990PF 2023-01-01 816290155 STAR PEAK FOUNDATION STAR 4068472717 PO BOX 148 HERON MT 59844 DIANE WILLIAMS TRUSTEE 4068472717 2024-10-03 1 1 SAM BRUNSON CPA P01696998 4067281800 2024-10-03 2023 2024-10-15 13:58:12Z X X 1797474 X 309467 38150 38150 -17982 88462 0 329635 38150 0 0 0 6202 3101 3101 3837 1919 1918 16646 16646 0 2577 894 0 107 54 53 29369 22614 5072 74000 74000 103369 22614 79072 226266 15536 16587 40651 40651 35655 60403 60403 1018633 1367315 1367315 319442 278653 278653 44532 50452 50452 1434849 1797474 1797474 0 0 X 0 0 0 0 1434849 1797474 1434849 1797474 1434849 1797474 1434849 226266 328244 1989359 191885 1797474 PUBLICLY TRADED SECURITIES 88462 106444 -17982 -17982 -17982 216 0 216 0 216 1440 0 0 0 1440 0 1224 1224 0 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A STAR PEAK FOUNDATION 4068472717 PO BOX 148 HERON MT 59844 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUDITH HUTCHINS PO BOX 104 HERON MT 59844 TRUSTEE 0.50 0 0 0 DAVID KW WILSON JR 401 NORTH LAST CHANCE GULCH HELENA MT 59601 TRUSTEE 0.50 0 0 0 DIANE WILLIAMS 9307 LAKESHORE DRIVE SAGLE ID 83860 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 1467526 48162 0 1515688 0 0 1515688 22735 1492953 74648 74648 216 216 74432 0 74432 0 74432 79072 0 79072 74432 0 0 1327 2649 1082 18013 23071 79072 0 0 0 74432 4640 0 0 27711 0 0 0 0 0 0 1327 26384 2649 1082 18013 4640 JUDITH HUTCHINS X STAR PEAK FOUNDATION CO KIM WILSON PO BOX 148 HERON MT 59844 4068472717 BOARD@STARPEAKFOUNDATION.ORG APPLICATIONS SHOULD BE SUBMITTED VIA E-MAIL TO BOARD@STARPEAKFOUNDATION.ORG AND KWILSON@MSWDLAW.COM. THE APPLICATION NEEDS TO INCLUDE: APPLICATION FORM, FULL PROPOSAL, ORGANIZATIONS MOST RECENT ANNUAL BUDGET AND FINANCIAL STATEMENT, A LIST OF ANY PREVIOUS GRANTS RECEIVED FROM STAR PEAK FOUNDATION, A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS, AND A COPY OF THE ORGANIZATION'S 501(C)(3) TAX EXEMPTION RULING. NOVEMBER 1 LOWER CLARK FORK AREA ETHAN MURRAY FUND 107 MAIN ST SANDPOINT ID 83864 NONE PC STRENGTHEN MENTAL HEALTH SERVICES, BROADEN OUTREACH, & COMBAT MENTAL HEALTH STIGMA. 25000 PROJECT ASCENT PO BOX 1954 THOMPSON FALLS MT 59873 NONE PC TO SUPPORT MULTI-DAY SUMMER ADVENTURE PROGRAMS FOR YOUTH AGES 12-17. 16000 SANDERS COUNTY COALITION FOR FAMILIES 303 E MAIN ST L1 THOMPSON FALLS MT 59873 NONE PC TO PROVIDE SUPPORT FOR DOMESTIC VIOLENCE, CHILD ABUSE OR DATING VIOLENCE VICTIMS AND SURVIVORS. 12000 MONTANA FOOD BANK NETWORK 5625 EXPRESSWAY MISSOULA MT 59808 NONE PC SUPPORT 3 FOOD BANKS IN THE LOWER CLARK FORK VALLEY & ADDRESS CHILDHOOD FOOD INSECURITY. 12000 KANIKSU LAND TRUST INC 1215 MICHIGAN ST STE A SANDPOINT ID 83864 NONE PC TO SUPPORT THE CARING OF LANDS AND PEOPLE OF THE KANIKSU REGION. 7000 FOOD FOR OUR CHILDREN PO BOX 1867 SANDPOINT ID 83864 NONE PC TO SUPPORT THE MISSION OF ELIMINATING CHILDHOOD HUNGER IN BONNER COUNTY, IDAHO. 2000 74000 0 14 38150 18 -17982 0 20168 0 20168 0 0 0 0 0 0 0 0 0 0 X X 1 JUDITH HUTCHINS PO BOX 104 HERON MT 59844 309467 X X 1 150 SHARES AMZN; 175 SHARES BRKB; 300 SHARES JNJ; 180 SHARES MSFT. 199468 2023-12-04 ACCOUNTING FEES 3837 1919 1918 ISHARES 1 3 YEAR TREASURY BOND ETF - SHY 73836 73836 ISHARES CORE U.S. AGGREGATE BOND - AGG 29775 29775 ISHARES IBONDS DEC 2026 TERM - IBDR ETF 14340 14340 ISHARES IBOXX INVST GRADE CRP BOND - LQD 66396 66396 NUVEEN STRATEGIC INCOME I - FCBYX 39775 39775 PIONEER ILS INTERVAL FUND - XILSX 26930 26930 TIAA CREF INFLATION LNKD BD FD ADV - TIIHX 15144 15144 VANGUARD SHORT TERM CORPORATE BOND - VCSH 12457 12457 AMAZON COM INC - AMZN 83567 83567 AMG GWK TRILOGY EMER WEALTH EQTY Z - TYWIX 8427 8427 APPLE INC - AAPL 96265 96265 BANK OF AMERICA CORP - BAC 7239 7239 BERKSHIRE HATHAWAY INC CL B - BRKB 144447 144447 BOSTON TRUST WALDEN SMALL CAP FUND - BOSOX 15597 15597 CATERPILLAR INC - CAT 8870 8870 CAUSEWAY EMERGING MARKETS INSTL - CEMIX 44504 44504 CONOCOPHILLIPS - COP 23214 23214 CUMMINS INC - CMI 25634 25634 EMERSON ELECTRIC CO - EMR 26474 26474 FIDELITY ADV DIVERS INTL CL I - FDVIX 53500 53500 HARDING LOEVNER INTERNATIONAL EQUITY - HLMIX 126538 126538 INGREDION INC - INGR 10853 10853 ISHARES CORE S P SMALL CAP - IJR ETF 10825 10825 ISHARES MSCI EAFE - EFA ETF 4069 4069 JOHNSON JOHNSON - JNJ 110188 110188 MERCK CO INC - MRK 76314 76314 MFS INTERNATIONAL DIVERSIFICATION A - MDIDX 6855 6855 MICROSOFT CORP - MSFT 169218 169218 NEXTERA ENERGY INC - NEE 7896 7896 NIKE INC - NKE 43428 43428 ORGANON CO - OGN 10685 10685 PFIZER INC - PFE 37427 37427 ROCKWELL AUTOMATION INC - ROK 43157 43157 RTX CORPORATION - RTX 6818 6818 T ROWE PRICE INT VAL EQTY FD INTL 0 TRIGX #127 53361 53361 T ROWE PRICE MID CAP GROWTH FD #64 - RPMGX 19362 19362 T ROWE PRICE MID CAP VALUE FUND - TRMCX 14857 14857 TRADE DESK INC COM CI A - TTD 19789 19789 UNION PACIFIC CORP COM - UNP 32913 32913 UNITED PARCEL SERVICE INC CL B - UPS 15723 15723 WALMART INC COM - WMT 9301 9301 AMERICAN TOWER CORP - AMT FMV 21588 21588 MAINSTAY CBRE GLOBAL INFRASTRUCTURE - VCRIXI FMV 28864 28864 LEGAL FEES 6202 3101 3101 COST BASIS ADJUSTMENT - DONATED STOCK 191885 POSTAGE 107 54 53 UNREALIZED GAIN/LOSS 328244 US BANK FEES 16646 16646 0 TAX PAYMENTS 1683 0 0 FOREIGN TAXES 894 894 0