2025-11-11T23:44:13-06:00 2024-12-31 480567703 PINION LLC 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990PF 2024-01-01 137196658 THE BRAEWOLD FUND BRAE 4065961066 2997 HWY 287 SHERIDAN MT 597499504 JAMES WOOD TRUSTEE 4065961066 2025-11-11 1 0 PATRICIA J NELSON P00102078 4064421040 2025-11-11 2024 2025-03-06 01:10:19Z X 12439250 X X 7219 7219 133818 133818 1145220 2478184 1145220 175849 0 1462106 1286257 0 0 0 67341 67341 0 3016 3016 0 2990 2990 0 5975 5975 0 79322 79322 0 455827 455827 535149 79322 455827 926957 1206935 -110243 155447 155447 501114 1110125 1110125 4400648 3827369 10414519 145313 0 0 0 754098 759159 4936832 5847039 12439250 0 0 X 0 0 0 0 4936832 5847039 4936832 5847039 4936832 5847039 4936832 926957 0 5863789 16750 5847039 CHARLES SCHWAB P 28731 22002 6729 6729 CHARLES SCHWAB P 703105 336125 366980 366980 WASHINGTON TRUST COMPANY P 1739702 974837 764865 764865 OVERLOOK LP P 6646 6646 6646 1145220 16776 0 16776 0 16776 0 0 0 0 0 31 16807 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A STEPHEN WOOD 4068425722 2997 HWY 287 SHERIDAN MT 597499504 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES WOOD 2997 HWY 287 SHERIDAN MT 597499504 TRUSTEE 0.00 0 0 0 STEPHEN WOOD 2997 HWY 287 SHERIDAN MT 597499504 TRUSTEE 0.00 0 0 0 SARAH WOOD CROFOOT 2997 HWY 287 SHERIDAN MT 597499504 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 MONETARY SUPPORT OF VARIOUS 501(C)(3) AND OTHER ORGANIZATIONS 455826 0 10579819 901097 507837 11988753 0 0 11988753 179831 11808922 590446 590446 16776 16776 573670 0 573670 0 573670 455827 0 455827 573670 318176 0 0 455827 318176 0 0 137651 0 0 0 0 0 0 0 0 436019 0 0 0 X ACCESS UNLIMITED 191 DRY FLY LANE BOZEMAN MT 59718 NONE PC VARIOUS 1000 AFSC 1501 CHERRY STREET PHILADELPHIA PA 19102 NONE PC VARIOUS 100000 AFSP 199 WATER ST FL 11 NEW YORK CITY NY 10038 NONE PC VARIOUS 500 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTWON MD 21741 NONE PC VARIOUS 500 ANGLICAN MOVEMENT 18 ESSLESTON HILL WELLINGTON NZ 6011 NONE PC VARIOUS 4929 AVP PO BOX 685 ITHACA NY 14851 NONE PC VARIOUS 1000 BEAVERHEAD SKI PATROL PO BOX 893 DILLON MT 59725 NONE PC VARIOUS 1000 BEDFORD 2030 PO BOX 812 BEDFORD HILLS NY 10507 NONE PC VARIOUS 5000 BEDFORD HILLS LIBRARY 26 MAIN STREET BEDFORD HILLS NY 10507 NONE PC VARIOUS 1000 BEDFORD HILLS MUSEUM 612 OLD POST RD BEDFORD HILLS NY 10506 NONE PC VARIOUS 1000 BEDFORD HISTORICAL SOCIETY 612 OLD POST RD BEDFORD HILLS NY 10506 NONE PC VARIOUS 500 BIG HEARTS UNDER THE BIG SKY 2021 11TH AVE SUITE 12 HELENA MT 59710 NONE PC VARIOUS 1000 BOLIVIA QUAKER ED FUND 65 SPRING ST FREDONIA NY 14063 NONE PC VARIOUS 500 BOYS AND GIRLS CLUB OF WESTCHESTER 351 MAIN STREET MT KISCO NY 10549 NONE PC VARIOUS 1000 BRYN MAWR COLLEGE 101 N MERION AVE BRYN MAWR PA 19010 NONE PC VARIOUS 150000 CFRI 1731 EMBARCADERO RD STE 210 PALTO ALTO CA 94303 NONE PC VARIOUS 1000 CLEARWATER 724 WOLCOTT AVE BEACON NY 12508 NONE PC VARIOUS 1000 COLUMBIA UNIVERSITY - LAMONT-DOHERTY 61 ROUTE 9W MONELL BLDG PALISADES NY 10964 NONE PC VARIOUS 1000 COMMUNITY CENTER OF NORTHERN WESTCHESTER 84 BEDFORD ROAD KATONAH NY 10536 NONE PC VARIOUS 500 CROTON VALLEY MEETING 210 MEETING HOUSE RD MT KISCO NY 10549 NONE PC VARIOUS 6500 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE PC VARIOUS 1000 ELSIE K POWELL HOUSE 524 PITT HALL ROAD OLD CHATHAM NY 12136 NONE PC VARIOUS 500 EMPOWER AFRICA 2 BEEKMAN PLACE STE 18B NEW YORK NY 10022 NONE PC VARIOUS 1000 FIREWOOD BANK OF THE RUBY VALLEY PO BOX 94 SHERIDAN MT 59749 NONE PC VARIOUS 5250 FNCL 245 2ND STREET NE WASHINGTON DC 20002 NONE PC VARIOUS 5000 FRIENDS OF DARTMOUTH 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE PC VARIOUS 1000 FRIENDS OF HILLTOP FARM & ENVIRONMENT PO BOX 54 YORKTOWN HEIGHTS NY 10599 NONE PC VARIOUS 250 FRIENDS OF JOHN DAY HOMESTEAD 400 JAY ST KATONAH NY 10536 NONE PC VARIOUS 250 FRIENDS OF OLD CROTON AQUEDUCT 15 WALNUT ST DOBBS FERRY NY 10522 NONE PC VARIOUS 500 FRIENDS OF OLD DUTCH PO BOX 832 SLEEPY HOLLOW NY 10591 NONE PC VARIOUS 500 FRIENDS OF ROCKERFELLOW STATE PARK POBOX 8444 SLEEPY HOLLOW NY 10591 NONE PC VARIOUS 500 GIVEALITTLE PO BOX 1934 AUKLAND NZ NONE PC VARIOUS 2902 GRVCC PO BOX 134 TWIN BRIDGES MT 59754 NONE PC VARIOUS 350 HAVERFORD COLLEGE 370 LANCASTER AVE HAVERFORD PA 19041 NONE PC VARIOUS 2500 HEIFER PROJECT INTERNATIONAL 1 WORLD AVE LITTLE ROCK AR 72202 NONE PC VARIOUS 500 HELENA KUNSNIK COLLEGE 46 DEER TREE LANE BRIARCLIFF MANOR NY 10510 NONE PC VARIOUS 1000 HUDSON LINK PO BOX 862 OSSINING NY 10562 NONE PC VARIOUS 1000 INTERNATIONAL RESCUE PO BOX 6068 ALBERT LEA MN 56007 NONE PC VARIOUS 5000 KEN STEINER CAR SHOW 8 TOLEDO MINE ROAD SHERIDAN MT 59749 NONE PC VARIOUS 500 LIFE FLIGHT TRUST WELLINGTON PO BOX 14448 WELLINGTON NZ 6241 NONE PC VARIOUS 1536 MS OF NEW ZEALAND 43 PRINCESS STREET DUNEDIN CENTRAL NZ 2158 NONE PC VARIOUS 4353 MS SOCIETY OF US PO BOX 4594 NEW YORK NY 10163 NONE PC VARIOUS 1000 MAASAI SCHOOL PO BOX 743 LYNDEN WA 98264 NONE PC VARIOUS 500 MADISON COUNTY SEARCH AND RESCUE PO BOX 684 SHERIDAN MT 59749 NONE PC VARIOUS 750 MADISON JEFFERSON 4-H 103 WEST LEGION AVE WHITEHALL MT 59759 NONE PC VARIOUS 3243 MADISONJEFFERSON EX 4-H AWARDS PO BOX 1079 WHITEHALL MT 59759 NONE PC VARIOUS 50 MALAGHAN INSTITUTE GATE 7 VICTORIA UNIVERSITY WELLINGTON NZ 6012 NONE PC VARIOUS 3083 MARSH SANCTUARY 114 SOUTH BEDFORD ROAD MT KISCO NY 10549 NONE PC VARIOUS 500 MASTERTON DISTRICT COUNCIL PO BOX 258 HAMILTON NZ 3240 NONE PC VARIOUS 4861 MCNHF PO BOX 481 ENNIS MT 59729 NONE PC VARIOUS 3750 MEET THE NEED PO BOX 333 CHARLESTON MO 63834 NONE PC VARIOUS 1843 MENTAL HEALTH OF NEW ZEALAND EDEN 3 GROUND FLOOR 16 NORMANBY RD AUCKLAND NZ 1024 NONE PC VARIOUS 482 MIANUS RIVER GORGE PRESERVE 167 MIANUS RIVER RD BEDFORD NY 10506 NONE PC VARIOUS 500 MONTANA BRAVE HEARTS 40994 TERRACE CIRCLE POLSON MT 59912 NONE PC VARIOUS 2000 MONTANA PBS PO BOX 173340 BOZEMAN MT 59717 NONE PC VARIOUS 1000 MT KISCO CHILD CARE CENTER 95 RADIO CIRCLE DRIVE MT KISCO NY 10549 NONE PC VARIOUS 15000 NEIGHBORS LINK 27 COLUMBUS CIRCLE MT KISCO NY 19549 NONE PC VARIOUS 1000 NEW KIDS ON THE BLOCK PO BOX 413 SHERIDAN MT 59749 NONE PC VARIOUS 1000 NEW YORK YEARLY MEETING 15 RUTHERFORD PL NEW YORK NY 10003 NONE PC VARIOUS 1750 NORTHERN WESTCHESTER HOSPITAL 400 E MAIN ST OSSINING NY 10562 NONE PC VARIOUS 1000 NY HALL OF SCIENCE 47-01 111TH ST QUEENS NY 11368 NONE PC VARIOUS 500 OPEN DOOR 165 MAIN ST OSSINING NY 10562 NONE PC VARIOUS 500 OVERBROOK PRESBYTERIAN 130 HAVERFORD RD WYNNEWOOD PA 19096 NONE PC VARIOUS 500 PENN CENTER CLUB 16 PENN CENTER CIRCLE WEST ST HELENA SC 29920 NONE PC VARIOUS 1000 PLANNED PARENTHOOD INTERNATIONAL 570 TAXTER RD SUITE 250 ELMSFORD NY 10523 NONE PC VARIOUS 2000 PROJECT MIRADOR FOUNDATION 100 DRAKES LANDING BUILDING B SUITE 260 GREENBRAE CA 94904 NONE PC VARIOUS 1500 RANGE FOUNDATION PO BOX 1595 CARSON CITY NV 89702 NONE PC VARIOUS 1000 REACH HIGHER MONTANA PO BOX 5209 HELENA MT 59604 NONE PC VARIOUS 12000 RIPPOWAM CISQUA SCHOOL PO BOX 488 BEDFORD NY 10506 NONE PC VARIOUS 500 RUBY HABITAT FOUNDATION PO BOX 683 SHERIDAN MT 59749 NONE PC VARIOUS 2950 RUBY VALLEY FFA ALLUMNI PO BOX 42 SHERIDAN MT 59749 NONE PC VARIOUS 2750 RUBY VALLEY FOOD PANTRY PO BOX 241 SHERIDAN MT 59749 NONE PC VARIOUS 3050 RUBY VALLEY HOSPITAL FOUNDATION PO BOX 564 SHERIDAN MT 59749 NONE PC VARIOUS 3250 RUBY VALLEY SWIMMING PO BOX 96 SHERIDAN MT 59749 NONE PC VARIOUS 1000 SCENIC HUDSON 85 CIVIC CENTER PLAZA SUITE 300 POUGHKEEPSIE NY 12601 NONE PC VARIOUS 500 SHERIDAN ATHLETIC BOOSTER PO BOX 586 SHERIDAN MT 59749 NONE PC VARIOUS 600 SHERIDAN COMMUNITY PO BOX 435 SHEIRDAN MT 59749 NONE PC VARIOUS 600 SHERIDAN FIRE DEPT PO BOX 386 SHERIDAN MT 59749 NONE PC VARIOUS 500 SHERIDAN MSIT PO BOX 293 SHERIDAN MT 59749 NONE PC VARIOUS 100 SHERIDAN SENIOR CENTER PO BOX 283 SHERIDAN MT 59749 NONE PC VARIOUS 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PC VARIOUS 500 SUFFER OUT LOUD PO BOX 6401 BOZEMAN MT 59715 NONE PC VARIOUS 500 TEATOWN LAKE RESERVATION 1600 SPRING VALLEY ROAD OSSINING NY 10562 NONE PC VARIOUS 6500 THE BHUTAN FOUNDATION 1050 CONNECTICUT AVE NW 66013 WASHINGTON DC 20035 NONE PC VARIOUS 5000 THE BRONX ZOO 2300 SOUTHERN BLVD BRONX NY 10460 NONE PC VARIOUS 500 THE CATWALK TRUST PO BOX 555 AUCKLAND CENTRAL NZ 1010 NONE PC VARIOUS 1570 THE DARROW SCHOOL 110 DARROW ROAD NEW LEBANON NY 12125 NONE PC VARIOUS 2000 THE HARVEY SCHOOL 260 JAY ST KATHONAH NY 10536 NONE PC VARIOUS 1000 THE OAKWOOD SCHOOL 22 SPACKENKILL RD POUGHKEEPSIE NY 12603 NONE PC VARIOUS 1500 THE THURSDAY CLUB PO BOX 381 IRVINGTON NY 10533 NONE PC VARIOUS 250 THE WILD CENTER 45 MUSEUM DR TUPPER LAKE NY 12986 NONE PC VARIOUS 500 TRUSTEES OF PHILLIPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 NONE PC VARIOUS 1500 TWIN BRIDGES SCHOOL & COMMUNITY FOUNDATION PO BOX 207 TWIN BRIDGES MT 59754 NONE PC VARIOUS 3500 UPPER CANYON OUTREACH PO BOX 229 ALDER MT 59710 NONE PC VARIOUS 1000 VIRGINA CITY FIRE DEPT PO BOX 164 VIRGINIA CITY MT 59755 NONE PC VARIOUS 500 WARRIORS & QUIET WATERS FOUNDATION 351 EVERGREEN DRIVE SUITE A BOZEMAN MT 59715 NONE PC VARIOUS 1000 WESTCHESTER CHILDEN'S MUSEUM 100 PLAYLAND PKWY RYE NY 10580 NONE PC VARIOUS 1000 WESTCHESTER COMMUNITY COLLEGE 75 GRASSLANDS RD VALHALLA NY 10595 NONE PC VARIOUS 1000 WESTCHESTER LAND TRUST FOUNDATION 403 HARRIS ROAD BEDFORD HILLS NY 10507 NONE PC VARIOUS 500 WESTTOWN SCHOOL 975 WESTTOWN ROAD WEST CHESTER PA 19382 NONE PC VARIOUS 7500 WF AMBULANCE 19 DAVIS ST WILLINGTON NZ 6140 NONE PC VARIOUS 2575 YELLOWSTONE BOYS & GIRLS FOUNDATION 1732 SOUTH 72ND ST BILLINGS MT 59106 NONE PC VARIOUS 20000 YSOP 15 OAK AVE PELHAM NY 10803 NONE PC VARIOUS 2500 455827 0 14 7219 14 133818 18 1145220 LIFE INSURANCE 01 175849 0 1462106 0 1462106 0 0 0 0 0 0 0 0 0 0 CORPORATE STOCK 3827369 10414519 OVERLOOK LP AT COST 507837 507837 PARTNERSHIP AT COST 246261 251322 PRIOR PERIOD ADJUSTMENT 16750 TELEPHONE 9 9 0 POSTAGE, MAILING SERVICE 68 68 0 PRINTING AND COPYING 4119 4119 0 BANK FEES 381 381 0 ADMINISTRATIVE OTHER -1271 -1271 0 OVERLOOK LP 2669 2669 0 LIFE INSURANCE 175849 175849 PROFESSIONAL FEES 6090 6090 0 INVESTMENT ADVISOR FEES 61251 61251 0 FOREIGN TAXES 490 490 0 LICENSES & TAXES 2526 2526 0