2025-06-05T11:02:08-05:00 2024-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990PF 2024-01-01 816087287 STELLA M NELSON NADEAULOUISE E NELSON SCHOLARSHIP FOUNDATION STEL 4062489329 CO DAVIDSON TRUST CO PO BOX 230 GREAT FALLS MT 594032309 CRYSTAL BROWN-STURGIS TRUST ADMINISTRATOR 4067917325 2025-06-03 1 0 R CRAIG WOODS CPA P00547064 4067553681 2025-05-29 2024 2025-03-06 01:10:19Z X 60944 X X 52 1532 1532 5045 17214 5045 2000 2000 8629 6577 1034 1034 0 1550 1395 155 77 28 0 125 125 0 2786 2582 155 8000 8000 10786 2582 8155 -2157 3995 1 2468 3027 3027 37858 36172 46111 12984 12880 11806 53311 52079 60944 0 0 X 53311 52079 0 0 0 0 53311 52079 53311 52079 53311 -2157 925 52079 0 52079 D.A. DAVIDSON COVERED P 278 283 -5 -5 D.A. DAVIDSON COVERED P 12288 10549 1739 1739 D.A. DAVIDSON NONCOVERED P 3040 1337 1703 1703 CAPITAL GAINS DIVIDENDS P 1608 1608 1608 5045 56 0 56 0 56 0 0 0 0 0 0 56 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A DAVIDSON TRUST CO 4067917325 PO BOX 2309 GREAT FALLS MT 594032309 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVIDSON TRUST CO PO BOX 2309 GREAT FALLS MT 594032309 TRUSTEE 5.00 1034 0 0 NONE 0 NONE 0 0 59610 2462 0 62072 0 0 62072 931 61141 3057 3057 56 56 3001 0 3001 0 3001 8155 0 8155 3001 0 0 3703 181 3999 2226 4027 14136 8155 0 0 0 3001 5154 0 0 19290 0 0 0 0 0 0 3703 15587 181 3999 2226 4027 5154 DAVIDSON TRUST COMPANY 8 THIRD STREET NORTH SUITE 301 GREAT FALLS MT 59903 4067917325 STANDARD APPLICATION, INCLUDES NAME, ADDRESS, A STATEMENT DESCRIBING APPLICANT AND HISTORY INCLUDING EXTRACURRICULAR ACTIVITIES, REASONS FOR PERSUING HIGHER EDUCATION AND FINANCIAL INFORMATION SHOWING NEED. MID APRIL, BEFORE GRADUATION GRADUATES FROM FLATHEAD COUNTY HIGH SCHOOLS, FLATHEAD COUNTY, MONTANA UNIVERSITY OF MONTANA FBO ABIGAIL CASTRUITA 32 CAMPUS DR MISSOULA MT 59812 SCHOLARSHIP 2000 MOREHEAD STATE UNIVERSITY FBO DAWSON GIRADOT 150 UNIVERSITY BLVD MOREHEAD KY 40351 SCHOLARSHIP 2000 MONTANA STATE UNIVERSITY FBO OLIVE LYNGHOLM 437 CULBERTSON HALL BOZEMAN MT 59717 SCHOLARSHIP 2000 MONTANA STATE UNIVERSITY FBO CAS SMITH 437 CULBERTSON HALL BOZEMAN MT 59717 SCHOLARSHIP 2000 8000 0 14 52 14 1532 18 1608 3437 2000 0 3140 5489 8629 4 THE FUNDS GENERATED ARE USED FOR SCHOLARSHIPS AND GENERAL OVERHEAD 8 THE FUNDS GENERATED ARE USED FOR SCHOLARSHIPS AND GENERAL OVERHEAD 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 1550 1395 155 DTC INTERMEDITE FIXED INCOME FUND 12880 11806 DTC EQUITY INCOME FUND 5759 7622 DTC MULTI CAP EQUITY 4172 7618 ISHARES MSCI EAFE INTL INDEX INSTL CL 2001 2375 DODGE & COX FUND INTERNATIONAL STOCK FUND 4239 4743 T ROWE PRICE BLUE CHIP GROWHT 7498 9305 VANGUARD TOTAL STOCK MARKET INDEX FUND 1468 4088 FOUNDRY PARTNERS FUND 4348 3304 AMERICAN FDS INTL GROWTH & INC F2 4323 4723 GOLDMAN SACHS SMALL CAP GROWTH INSTL CL 2364 2333 INVESTMENT MANAGEMENT FEES 121 121 0 ADMINISTRATIVE FEE 4 4 0 UNDISTRIBUTED CTF GAINS AND LOSSES 925 FOREIGN INCOME TAX 28 28 0 EXCISE TAX 49 0 0