2025-03-07T11:44:38-06:00 2024-10-31 450250958 Eide Bailly LLP 2950 E Harmony Rd Ste 290 Fort Collins CO 805283429 990PF 2023-11-01 810473714 William and Lorene Nefsy Foundation WILL 4062348430 PO Box 250 Miles City MT 59301 William Coffee Trustee 4062348430 2025-03-06 1 1 Kyle Fritch CPA P01313374 9702238825 2025-03-06 2023 2025-03-06 01:10:19Z X 1794746 X X 11920 11920 23936 23936 66570 238753 66570 102426 102426 0 0 0 2900 0 2900 9294 9294 0 26 26 0 12220 9320 2900 82738 82738 94958 9320 85638 7468 93106 813138 819229 819229 673374 674751 975517 1486512 1493980 1794746 0 0 X 900000 900000 0 0 586512 593980 1486512 1493980 1486512 1493980 1486512 7468 0 1493980 0 1493980 Publicly Traded Securities P 238753 172183 66570 66570 66570 1294 0 1294 0 1294 673 0 0 0 673 0 621 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A Jerry Anderson 4062348430 700 Main Street Miles City MT 59301 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Jerry Anderson 700 Main Street Miles City MT 59301 Trustee 1.00 0 0 0 Caren Coffee 600 S Custer Miles City MT 59301 Trustee 1.00 0 0 0 William Coffee 2944 Gregory Drive S Billings MT 59102 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 933234 856749 0 1789983 0 0 1789983 26850 1763133 88157 88157 1294 1294 86863 0 86863 0 86863 85638 0 85638 86863 82014 0 0 85638 82014 0 0 3624 0 0 0 0 0 0 0 0 83239 0 0 0 X Bigfork Youth Baseball Association PO Box 1822 Bigfork MT 59911 None PC Youth Athletics 10268 Billings Catholic Schools Foundation PO Box 31158 Billings MT 59107 None PC Youth Athletics/Community Support 9500 Custer County Rural Fire Department 1010 Main Street Miles City MT 59301 None GOV Community Support 7000 East Valley Middle School 401 North Kalispell Avenue East Helena MT 59635 None GOV Community Support/Youth Athletics 3500 Ekalaka Public Schools 111 W Speelmon Street Ekalaka MT 59324 None GOV Community Support/Youth Athletics 8000 Fair-Mont-Egan School District 797 Fairmont Road Kalispell MT 59901 None GOV Youth Athletics 6000 Geraldine K-12 School District #3 PO Box 347 Geraldine MT 59446 None GOV Community Support/Youth Athletics 600 Huntley Project Little League 1500 Pacific Avenue Ballantine MT 59301 None PC Community Support/Youth Athletics 6000 Lavina Public Schools 214 1st Street E Lavina MT 59046 None GOV Youth Athletics/Community Support 5000 Pondera Rec Association 556 Iowa Loop Lavina MT 59425 None PC Community Support/Youth Athletics 12500 Rau Elementary School 12138 County Road 350 Sidney MT 59270 None GOV Community Support/Youth Athletics 1400 Richland County Adult Softball Association 1601 9th Avnue SW Apt 9 Sidney MT 59270 None PC Community Support 3470 The Rosebud County Cattlewomen Association PO Box 965 Forsyth MT 59327 None NC Remington Fire relief Fund 6000 Wibaux Fun and Games 205 Baird Butte Road Wibaux MT 59353 None PC Community Support 3500 82738 0 14 11920 14 23936 18 66570 0 102426 0 102426 0 0 0 0 0 0 0 0 0 0 Accounting fees 2900 0 2900 The Rosebud County Cattlewomen Association PO Box 965 Forsyth MT 59327 2024-08-28 6000 Support to aid ranchers to recover from the Remington Fire that occured in 2024 in Powder River and Big Horn counties in Montana. 6000 N/A 2/25/25 2025-02-25 Grantee provided the Foundation with a report of the uses of the fund, which provided that the funds were used for their intended, charitable purpose. Glaxosmith 25870 25107 Pfizer Incorporated 29643 27508 Home Depot, Inc. 7379 23625 Lowes Companies, Inc. 2824 19637 Microsoft Corp. 20426 39822 Honeywell International 11172 28795 Cisco Systems Inc. 24884 38339 Exxon Mobil Corporation 13680 27443 J.P. Morgan Chase & Co. 22648 43052 Proctor & Gamble Co. 13400 29732 Chevrontexaco Corp 20579 26788 Berkshire Hathaway 20927 47347 Apple Computer, Inc. 23786 46312 Merk & Co. Inc. 20172 30184 Sysco Corp 14385 22110 International Business Machines Corp 24709 40310 US Bancorp 28553 36474 Northwestern Corp 20009 19780 Lockhead Martin Corp 19012 27303 Verizon Communications, Inc. 23498 18537 Caterpillar, Inc. 19082 39501 Bank of America Corp 28404 33456 Amazon.com Inc. 18842 37280 Asml Holding N V ADT 27885 26902 Schlumberger Ltd 23197 20235 C R H Plc Co ADR 19716 32923 Alphabet Inc. A 26393 35078 PepsiCo Inc. 29274 29064 Medtronic 28762 30345 Starbucks Corp 29440 35661 United Parcel Service Inc. 36200 36867 Other Investment Fees 26 26 0 Investment Management Fees 9294 9294 0