2024-04-29T16:09:48-05:00 2023-12-31 201625307 Gerety & Associates CPAs 6823 S Eastern Ave Suite 101 Las Vegas NV 89119 990PF 2023-01-01 813066836 Elizabeth E Heyer Charitable Trust ELIZ 4066008477 4131 Julaura Lane Billings MT 59106 Phillip Bratton Co-Trustees 4066008477 2024-04-25 1 Phillip Bratton 999009999 1 Daniel T Gerety CPA P00295017 7029332213 2024-04-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8701534 X X 21027 21027 47240 47130 5700 5700 5700 16382 1335075 16382 5000 900 900 91249 91139 5000 284050 284050 0 5175 5175 0 7608 7608 0 25956 25956 0 39310 39249 0 362099 362038 0 495000 495000 857099 362038 495000 -765850 0 5000 303575 183142 183142 2923 1200 2923 2923 1805922 1407944 1401919 244162 0 0 6369000 6369000 6369000 7113550 8723859 7963009 8701534 0 0 X 11599174 11599174 0 0 -2875315 -3636165 8723859 7963009 8723859 7963009 8723859 -765850 5000 7963009 0 7963009 Publicly Traded Securities - Northwestern Mutual #6879 - ST 221090 227568 -6478 -6478 Publicly Traded Securities - Northwestern Mutual #6879 - LT 1105205 1091125 14080 14080 Capital Gains Dividends P 8780 8780 8780 16382 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 NV 1 0 0 0 0 1 N/A Elizabeth Heyer Charitable Trust 4066008477 4131 Julaura Lane Billings MT 59106 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Phillip D Bratton 4131 Julaura Lane Billings MT 59106 Trustee 7.45 140731 0 0 Jerome DePalma 180 Buckskin Drive Lamoille NV 89828 Trustee 7.45 140731 0 0 Angelina Filippo 580 Kathy Lane Bartlett IL 60103 Trustee 0.05 1575 0 0 John Heenan 1631 Zimmerman Trail Suite 1 Billings MT 59102 Trustee 0.05 1013 0 0 NONE 0 NONE 0 0 1935486 228891 7113550 9277927 0 0 9277927 139169 9138758 456938 456938 0 456938 5000 461938 0 461938 495000 0 495000 461938 490977 0 0 495000 490977 0 0 4023 0 0 0 0 0 0 0 0 457915 0 0 0 X Ebenezer Bible Chapel PO Box 233 Elverson PA 19520 None NFP General Fund 20000 Salvation Army 615 Slaters Lane Alexandria VA 22314 None NFP General Fund 130000 The Blind Center of Nevada 1001 N Bruce St Las Vegas NV 89101 None NFP General Fund 345000 495000 0 14 21027 14 47240 16 5700 19 900 18 16382 0 91249 0 91249 0 0 0 0 0 0 0 0 0 0 Accounting 5175 5175 0 Northwestern Mutual 6879 1407944 1401919 Utilities 4950 4950 0 Insurance 7604 7604 0 Maintenance/Repairs 11664 11664 0 Investment Fees 15092 15031 0 Option Income 900 900 900 Prior Year Uncleared Check 5000 Professional Fees 4312 4312 0 Other Expenses 3296 3296 0 Foreign Taxes 134 134 0 Property Tax 25822 25822 0